| S道富SPYM |
| 7.32% | 6.76% | $3.86亿 | 439.1万股 | $3.48亿 | 454.4万股 | -15.3万股-3.36% | 减仓 |
| SSPDR道富系列信托SPTM |
| 4.32% | 3.98% | $2.28亿 | 250.8万股 | $2.05亿 | 258.7万股 | -7.9万股-3.04% | 减仓 |
| G通用动力VTI |
| 2.8% | 2.57% | $1.47亿 | 39.8万股 | $1.32亿 | 41.1万股 | -1.3万股-3.13% | 减仓 |
| IiShares安硕信托STIP |
| 2.56% | 2.43% | $1.35亿 | 132.3万股 | $1.25亿 | 120.9万股 | +11.3万股+9.38% | 加仓 |
| S道富SPSM |
| 1.94% | 1.65% | $1.02亿 | 177.6万股 | $8,490.4万 | 175.7万股 | +1.9万股+1.08% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.81% | 1.99% | $9,536.8万 | 100.8万股 | $1.02亿 | 107.2万股 | -6.4万股-5.93% | 减仓 |
| S道富SPMD |
| 1.58% | 1.36% | $8,313.9万 | 123.1万股 | $7,001.0万 | 118.2万股 | +4.8万股+4.09% | 加仓 |
| S道富SPAB |
| 1.55% | 1.5% | $8,182.2万 | 320.6万股 | $7,724.9万 | 301.5万股 | +19.1万股+6.33% | 加仓 |
 英伟达NVDA |
| 1.44% | 1.34% | $7,573.0万 | 37.8万股 | $6,877.4万 | 39.4万股 | -1.6万股-4.02% | 减仓 |
| SSPDR道富指数基金SPDW |
| 1.36% | 1.23% | $7,151.5万 | 141.9万股 | $6,330.3万 | 138.7万股 | +3.3万股+2.35% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.35% | 1.35% | $7,119.2万 | 156.5万股 | $6,952.5万 | 152.4万股 | +4.1万股+2.69% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.24% | 2.13% | $6,514.1万 | 8.7万股 | $1.10亿 | 16.9万股 | -8.1万股-48.27% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.2% | 1.14% | $6,349.0万 | 40.2万股 | $5,878.8万 | 39.7万股 | +4,817股+1.21% | 加仓 |
| C资本集团股息价值CCBG |
| 1.18% | 1.08% | $6,206.7万 | 125.9万股 | $5,554.5万 | 130.6万股 | -4.6万股-3.54% | 减仓 |
| IiShares安硕信托GVI |
| 1.18% | 1.08% | $6,201.8万 | 57.6万股 | $5,543.1万 | 52.2万股 | +5.4万股+10.36% | 加仓 |
| WWISDOMTREE U.S. EFFICIENT CORE FUNDNTSX |
| 1.16% | 1% | $6,092.3万 | 103.2万股 | $5,152.9万 | 98.8万股 | +4.4万股+4.41% | 加仓 |
| V先锋领航指数基金VOO |
| 1.13% | 1.19% | $5,974.2万 | 8.7万股 | $6,113.8万 | 10.2万股 | -1.5万股-14.98% | 减仓 |
 苹果AAPL |
| 1.09% | 1.3% | $5,743.5万 | 19.8万股 | $6,666.9万 | 26.3万股 | -6.4万股-24.44% | 减仓 |
| S嘉信·USSCHP |
| 1.05% | 0.73% | $5,538.5万 | 209.0万股 | $3,762.7万 | 141.4万股 | +67.6万股+47.81% | 加仓 |
| I景顺QQQ信托VOO |
| 1.02% | 1.08% | $5,375.9万 | 7.3万股 | $5,567.4万 | 9.6万股 | -2.3万股-24.32% | 减仓 |
| IiShares安硕信托IVV |
| 0.86% | 0.85% | $4,524.8万 | 6.0万股 | $4,390.4万 | 6.7万股 | -6,793股-10.11% | 减仓 |
| DDBX ETF信托DBEF |
| 0.85% | 0.76% | $4,461.1万 | 81.7万股 | $3,926.3万 | 79.5万股 | +2.2万股+2.74% | 加仓 |
| IiShares安硕信托AGG |
| 0.83% | 0.78% | $4,375.9万 | 44.2万股 | $4,025.4万 | 40.6万股 | +3.7万股+9.03% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.78% | 0.72% | $4,105.6万 | 92.6万股 | $3,718.7万 | 95.7万股 | -3.1万股-3.28% | 减仓 |
| F第一信托交易所交易基金VIFSEP |
| 0.77% | 0.72% | $4,086.4万 | 74.2万股 | $3,693.7万 | 73.4万股 | +8,006股+1.09% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.76% | 0.72% | $4,028.5万 | 56.5万股 | $3,724.9万 | 58.1万股 | -1.6万股-2.73% | 减仓 |
| AAvantis·U SAVUV |
| 0.76% | 0.68% | $4,002.8万 | 32.1万股 | $3,480.2万 | 31.5万股 | +5,808股+1.84% | 加仓 |
| PPacer基金信托COWZ |
| 0.7% | 0.71% | $3,705.0万 | 59.6万股 | $3,672.6万 | 58.7万股 | +8,616股+1.47% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.67% | 0.57% | $3,532.4万 | 42.2万股 | $2,936.9万 | 39.1万股 | +3.1万股+7.86% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.66% | 0.62% | $3,489.2万 | 42.4万股 | $3,184.8万 | 40.6万股 | +1.8万股+4.42% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.62% | 0.51% | $3,250.8万 | 68.9万股 | $2,603.2万 | 64.8万股 | +4.1万股+6.33% | 加仓 |
 微软MSFT |
| 0.6% | 0.76% | $3,170.4万 | 8.5万股 | $3,890.0万 | 10.5万股 | -2.0万股-19.12% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 0.55% | 0.53% | $2,904.4万 | 63.1万股 | $2,742.1万 | 59.5万股 | +3.5万股+5.96% | 加仓 |
| SSPDR道富系列信托SHM |
| 0.54% | 0.56% | $2,846.7万 | 59.4万股 | $2,872.7万 | 60.1万股 | -7,106股-1.18% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.54% | 0.53% | $2,834.3万 | 122.4万股 | $2,750.2万 | 118.2万股 | +4.1万股+3.50% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.52% | 0.5% | $2,720.8万 | 102.6万股 | $2,575.6万 | 98.3万股 | +4.3万股+4.36% | 加仓 |
 亚马逊AMZN |
| 0.5% | 0.5% | $2,621.9万 | 11.0万股 | $2,557.8万 | 12.3万股 | -1.3万股-10.43% | 减仓 |
| V先锋领航全球基金MGV |
| 0.48% | 0.42% | $2,532.8万 | 15.5万股 | $2,162.4万 | 14.9万股 | +5,774股+3.87% | 加仓 |
| IiShares安硕·COREIJH |
| 0.47% | 0.4% | $2,489.0万 | 32.3万股 | $2,070.6万 | 30.7万股 | +1.6万股+5.27% | 加仓 |
| IiShares安硕·COREIJR |
| 0.46% | 0.35% | $2,402.8万 | 16.2万股 | $1,810.4万 | 14.6万股 | +1.6万股+11.24% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.45% | 0.36% | $2,394.8万 | 23.4万股 | $1,873.6万 | 23.8万股 | -4,098股-1.72% | 减仓 |
| S嘉信策略信托SCHD |
| 0.45% | 0.43% | $2,367.0万 | 74.6万股 | $2,200.8万 | 71.7万股 | +2.9万股+4.06% | 加仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 0.45% | 0.4% | $2,358.3万 | 25.7万股 | $2,074.9万 | 27.2万股 | -1.4万股-5.30% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.44% | 0.42% | $2,303.2万 | 9.7万股 | $2,172.2万 | 10.1万股 | -3,667股-3.63% | 减仓 |
| VVanEck Russia ETFBBH |
| 0.43% | 0.41% | $2,291.5万 | 22.0万股 | $2,121.4万 | 21.9万股 | +1,040股+0.47% | 加仓 |
 iShares安硕·MBSACGL |
| 0.43% | 0.44% | $2,287.6万 | 24.2万股 | $2,238.6万 | 23.6万股 | +6,257股+2.65% | 加仓 |
| SSPDR道富系列信托TFI |
| 0.42% | 0.43% | $2,233.3万 | 48.8万股 | $2,217.5万 | 48.9万股 | -1,462股-0.30% | 减仓 |
| IiShares安硕信托XT |
| 0.41% | 0.34% | $2,186.9万 | 26.5万股 | $1,743.6万 | 25.6万股 | +8,816股+3.45% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.4% | 0.38% | $2,111.2万 | 56.7万股 | $1,954.9万 | 55.0万股 | +1.6万股+2.98% | 加仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 0.39% | 0.38% | $2,070.6万 | 70.8万股 | $1,978.3万 | 68.9万股 | +1.9万股+2.80% | 加仓 |
