| V先锋领航债券指数基金BIV |
| 25.31% | 25.54% | $4.38亿 | 570.6万股 | $4.14亿 | 535.8万股 | +34.8万股+6.50% | 加仓 |
| IiShares安硕信托IVV |
| 12.21% | 11.35% | $2.11亿 | 28.2万股 | $1.84亿 | 28.1万股 | +789股+0.28% | 加仓 |
| V先锋领航债券指数基金BSV |
| 11.75% | 12.02% | $2.03亿 | 260.8万股 | $1.95亿 | 248.2万股 | +12.6万股+5.07% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 10.83% | 11.12% | $1.87亿 | 443.6万股 | $1.80亿 | 426.5万股 | +17.1万股+4.02% | 加仓 |
| IiShares安硕信托ITOT |
| 6.69% | 6.53% | $1.16亿 | 70.4万股 | $1.06亿 | 74.3万股 | -3.9万股-5.24% | 减仓 |
| IiShares安硕信托IEFA |
| 4.97% | 4.86% | $8,597.4万 | 89.0万股 | $7,866.9万 | 86.9万股 | +2.1万股+2.44% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 4.43% | 4.54% | $7,663.3万 | 152.6万股 | $7,347.7万 | 147.1万股 | +5.5万股+3.71% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 4.31% | 3.8% | $7,446.7万 | 185.2万股 | $6,159.3万 | 181.9万股 | +3.3万股+1.81% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 4.11% | 3.8% | $7,101.7万 | 32.4万股 | $6,149.6万 | 32.1万股 | +3,034股+0.95% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.79% | 3.63% | $6,562.8万 | 27.7万股 | $5,880.4万 | 27.3万股 | +3,927股+1.44% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 3.45% | 3.65% | $5,974.3万 | 110.6万股 | $5,912.9万 | 112.0万股 | -1.4万股-1.28% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 2.73% | 2.77% | $4,722.7万 | 93.3万股 | $4,491.9万 | 89.8万股 | +3.6万股+3.97% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.05% | 0.96% | $1,816.9万 | 22.1万股 | $1,555.3万 | 21.9万股 | +2,004股+0.92% | 加仓 |
| IiShares安硕信托IEUR |
| 0.56% | 0.55% | $960.6万 | 12.8万股 | $898.0万 | 12.8万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.27% | 0.26% | $464.7万 | 3.7万股 | $415.2万 | 9,738股 | +2.8万股+284.31% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.25% | 0.25% | $423.9万 | 4.1万股 | $398.1万 | 4.1万股 | -174股-0.42% | 减仓 |
| WWisdomTree信托DLN |
| 0.21% | 0.21% | $367.2万 | 3.8万股 | $345.0万 | 3.9万股 | -500股-1.29% | 减仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.17% | 0.23% | $292.9万 | 12.8万股 | $367.8万 | 16.1万股 | -3.3万股-20.27% | 减仓 |
| IiShares安硕信托SGOV |
| 0.17% | 0.23% | $291.9万 | 2.9万股 | $371.3万 | 3.7万股 | -7,888股-21.38% | 减仓 |
 洛克希德马丁LMT |
| 0.14% | 0.18% | $239.3万 | 4,697股 | $289.3万 | 4,787股 | -90股-1.88% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.14% | 0.16% | $239.2万 | 2.9万股 | $251.2万 | 3.3万股 | -4,896股-14.64% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.12% | 0.13% | $205.7万 | 2.5万股 | $206.0万 | 2.5万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.09% | 0.16% | $152.9万 | 7,016股 | $257.1万 | 1.3万股 | -6,089股-46.46% | 减仓 |
| IiShares安硕信托GVI |
| 0.08% | 0.09% | $144.1万 | 1.4万股 | $144.1万 | 1.4万股 | 00.00% | 持仓不变 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.08% | 0.11% | $142.3万 | 5.9万股 | $182.7万 | 7.5万股 | -1.6万股-21.71% | 减仓 |
| S嘉信策略信托SCHR |
| 0.08% | 0.08% | $130.7万 | 5.3万股 | $128.3万 | 5.2万股 | +1,513股+2.94% | 加仓 |
 苹果AAPL |
| 0.07% | 0.07% | $123.8万 | 4,279股 | $111.2万 | 4,382股 | -103股-2.35% | 减仓 |
 英伟达NVDA |
| 0.06% | 0.06% | $102.4万 | 5,119股 | $93.2万 | 5,347股 | -228股-4.26% | 减仓 |
 亚马逊AMZN |
| 0.06% | 0.05% | $102.1万 | 4,285股 | $84.6万 | 4,062股 | +223股+5.49% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.06% | 0.05% | $100.8万 | 1,350股 | $83.6万 | 1,285股 | +65股+5.06% | 加仓 |
| IiShares安硕信托CMF |
| 0.06% | 0.04% | $98.9万 | 1.7万股 | $66.0万 | 1.2万股 | +5,544股+47.75% | 加仓 |
 微软MSFT |
| 0.06% | 0.06% | $98.6万 | 2,644股 | $100.1万 | 2,703股 | -59股-2.18% | 减仓 |
| G通用动力VTI |
| 0.05% | 0.05% | $92.0万 | 2,486股 | $79.2万 | 2,468股 | +18股+0.73% | 加仓 |
 GE航空GE |
| 0.05% | 0.04% | $90.4万 | 2,420股 | $67.7万 | 2,386股 | +34股+1.42% | 加仓 |
 摩根大通JPM |
| 0.05% | 0.04% | $79.7万 | 2,434股 | $71.7万 | 2,438股 | -4股-0.16% | 减仓 |
| V先锋领航·TOTALBND |
| 0.04% | 0.04% | $71.2万 | 9,694股 | $62.0万 | 8,421股 | +1,273股+15.12% | 加仓 |
 GE VernovaGEV |
| 0.04% | 0.03% | $67.6万 | 575股 | $49.5万 | 567股 | +8股+1.41% | 加仓 |
| DDimensional维度ETF信托DFCA |
| 0.04% | 0.04% | $66.8万 | 1.3万股 | $66.4万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 0.04% | 0.04% | $65.5万 | 1,904股 | $59.6万 | 1,994股 | -90股-4.51% | 减仓 |
| IiShares安硕·COREIJH |
| 0.04% | 0.03% | $62.7万 | 8,125股 | $54.5万 | 8,075股 | +50股+0.62% | 加仓 |
 谷歌AGOOGL |
| 0.03% | 0.03% | $60.0万 | 1,680股 | $49.5万 | 1,721股 | -41股-2.38% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.03% | 0.03% | $57.8万 | 1,637股 | $48.2万 | 1,682股 | -45股-2.68% | 减仓 |
 慧与HPEHPE |
| 0.03% | 0.02% | $57.7万 | 1.3万股 | $30.5万 | 1.3万股 | 00.00% | 持仓不变 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.03% | 0.03% | $56.7万 | 1,987股 | $41.3万 | 1,987股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.03% | 0.03% | $55.4万 | 806股 | $52.3万 | 875股 | -69股-7.89% | 减仓 |
| IiShares安硕IEMG |
| 0.03% | 0.03% | $54.1万 | 6,526股 | $41.7万 | 5,976股 | +550股+9.20% | 加仓 |
| IIBMIBM |
| 0.03% | 0.03% | $51.5万 | 1,832股 | $44.1万 | 1,818股 | +14股+0.77% | 加仓 |
| LLISTED FDS TROVT |
| 0.03% | — | $51.3万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 VisaV |
| 0.03% | 0.02% | $51.3万 | 1,495股 | $34.2万 | 1,132股 | +363股+32.07% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.03% | 0.03% | $51.1万 | 1,459股 | $41.2万 | 1,459股 | 00.00% | 持仓不变 |
