| S道富SPYM |
| 19.42% | 16.28% | $8,264.4万 | 94.0万股 | $6,127.3万 | 80.1万股 | +14.0万股+17.47% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 18.14% | 18.23% | $7,719.2万 | 54.4万股 | $6,860.0万 | 54.8万股 | -4,201股-0.77% | 减仓 |
| J摩根大通交易所交易基金JBND |
| 8.79% | 9.56% | $3,740.0万 | 69.9万股 | $3,598.8万 | 66.9万股 | +3.0万股+4.45% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 7.02% | 7.28% | $2,989.4万 | 73.7万股 | $2,738.6万 | 76.2万股 | -2.5万股-3.27% | 减仓 |
| AAvantis·U SAVUV |
| 6.41% | 6.59% | $2,727.2万 | 21.9万股 | $2,480.5万 | 22.5万股 | -5,941股-2.65% | 减仓 |
| B贝莱德ETF信托DYNF |
| 2.59% | 2.62% | $1,101.2万 | 16.2万股 | $987.5万 | 17.0万股 | -7,815股-4.60% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 2.58% | 2.46% | $1,098.6万 | 4.4万股 | $925.6万 | 5.1万股 | -7,464股-14.63% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 2.38% | 2.51% | $1,012.2万 | 15.0万股 | $944.3万 | 14.8万股 | +2,028股+1.37% | 加仓 |
| IiShares安硕信托IVW |
| 2.31% | 2.05% | $985.1万 | 7.2万股 | $770.7万 | 6.8万股 | +3,486股+5.12% | 加仓 |
| IiShares安硕·S&PIVE |
| 2.24% | 2.48% | $952.2万 | 4.2万股 | $934.7万 | 4.4万股 | -2,329股-5.26% | 减仓 |
| IiShares黄金信托IAU |
| 1.79% | 2.13% | $761.8万 | 10.1万股 | $799.7万 | 9.1万股 | +1.0万股+11.22% | 加仓 |
| B贝莱德ETF信托CORO |
| 1.57% | — | $667.4万 | 18.2万股 | $0 | 0股 | +18.2万股 | 新买入 |
| IiShares安硕信托IUSB |
| 1.47% | 0.93% | $624.4万 | 13.5万股 | $349.6万 | 7.6万股 | +6.0万股+78.76% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 1.44% | — | $610.8万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
| B贝莱德ETF信托BAI |
| 1.37% | 1.02% | $581.6万 | 11.0万股 | $383.0万 | 11.6万股 | -5,926股-5.10% | 减仓 |
 甲骨文ORCL |
| 1.18% | 1.34% | $504.2万 | 3.4万股 | $505.7万 | 3.4万股 | +31股+0.09% | 加仓 |
| IiShares安硕信托IVV |
| 1.14% | 1.12% | $483.5万 | 6,456股 | $419.8万 | 6,427股 | +29股+0.45% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.07% | 1.14% | $456.7万 | 19.7万股 | $430.2万 | 18.5万股 | +1.2万股+6.57% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 1.01% | 0.97% | $431.2万 | 2.7万股 | $365.0万 | 3.3万股 | -5,863股-18.01% | 减仓 |
| IiShares安硕信托ITOT |
| 0.82% | 0.79% | $347.7万 | 2.1万股 | $297.6万 | 2.1万股 | +194股+0.92% | 加仓 |
| B贝莱德ETF信托BLCR |
| 0.77% | — | $327.2万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
| B贝莱德ETF信托THRO |
| 0.73% | 0.98% | $309.0万 | 7.2万股 | $368.4万 | 10.2万股 | -3.0万股-29.52% | 减仓 |
| GGlobal X基金SHLD |
| 0.71% | 0.52% | $302.7万 | 5.1万股 | $196.0万 | 2.8万股 | +2.3万股+83.20% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.69% | 0.85% | $295.1万 | 3.1万股 | $320.8万 | 4.0万股 | -9,233股-23.19% | 减仓 |
| BBONDBLOXX ETF TRUSTXTEN |
| 0.62% | 0.86% | $266.0万 | 5.8万股 | $323.8万 | 7.1万股 | -1.2万股-17.37% | 减仓 |
| IiShares安硕信托GJS |
| 0.59% | 0.12% | $252.3万 | 11.1万股 | $45.1万 | 2.0万股 | +9.1万股+462.27% | 加仓 |
 iShares安硕·MBSACGL |
| 0.59% | 0.62% | $252.2万 | 2.7万股 | $234.5万 | 2.5万股 | +1,987股+8.05% | 加仓 |
 礼来LLY |
| 0.53% | 0.46% | $226.6万 | 1,889股 | $172.4万 | 1,874股 | +15股+0.80% | 加仓 |
 苹果AAPL |
| 0.52% | 0.5% | $221.1万 | 7,641股 | $188.8万 | 7,440股 | +201股+2.70% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.45% | 0.45% | $193.6万 | 1.2万股 | $170.6万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCIQUAL |
| 0.44% | 1.39% | $185.7万 | 8,464股 | $523.0万 | 2.7万股 | -1.9万股-68.96% | 减仓 |
| B贝莱德ETF信托IALT |
| 0.42% | — | $178.4万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 微软MSFT |
| 0.39% | 0.39% | $164.3万 | 4,405股 | $147.8万 | 3,991股 | +414股+10.37% | 加仓 |
| B贝莱德·ETF TRUST IIGGOV |
| 0.34% | — | $145.1万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.29% | 0.32% | $125.0万 | 8,535股 | $119.1万 | 9,297股 | -762股-8.20% | 减仓 |
| B贝莱德ETF信托LCTU |
| 0.27% | 0.28% | $115.2万 | 1.4万股 | $104.4万 | 1.5万股 | -517股-3.47% | 减仓 |
 英伟达NVDA |
| 0.26% | 0.26% | $111.4万 | 5,568股 | $97.0万 | 5,564股 | +4股+0.07% | 加仓 |
| G高盛ETF信托GBIL |
| 0.26% | 0.16% | $110.0万 | 1.1万股 | $59.0万 | 5,893股 | +5,094股+86.44% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.22% | 0.21% | $93.3万 | 2.0万股 | $80.5万 | 1.7万股 | +2,741股+16.19% | 加仓 |
 希捷STX |
| 0.22% | 0.51% | $91.6万 | 949股 | $192.0万 | 4,900股 | -3,951股-80.63% | 减仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.21% | 0.17% | $88.6万 | 3,103股 | $65.0万 | 3,123股 | -20股-0.64% | 减仓 |
| IiShares安硕信托DSI |
| 0.21% | 0.2% | $88.6万 | 6,222股 | $73.9万 | 6,101股 | +121股+1.98% | 加仓 |
 联合健康UNH |
| 0.19% | 0.1% | $82.1万 | 1,975股 | $39.2万 | 1,449股 | +526股+36.30% | 加仓 |
| WWORLD GOLD TRGLD |
| 0.17% | 0.45% | $73.4万 | 9,241股 | $170.9万 | 1.8万股 | -9,193股-49.87% | 减仓 |
| IiShares安硕信托EFV |
| 0.17% | 1.74% | $71.0万 | 9,269股 | $653.6万 | 8.8万股 | -7.9万股-89.46% | 减仓 |
| IiShares安硕信托IBDU |
| 0.16% | 0.23% | $68.7万 | 3.0万股 | $87.3万 | 3.8万股 | -8,052股-21.35% | 减仓 |
 谷歌AGOOGL |
| 0.16% | 0.13% | $67.9万 | 1,901股 | $50.0万 | 1,739股 | +162股+9.32% | 加仓 |
 3M COMMMM |
| 0.16% | 0.15% | $66.5万 | 4,109股 | $57.7万 | 3,974股 | +135股+3.40% | 加仓 |
 特斯拉TSLA |
| 0.16% | 0.15% | $66.4万 | 1,578股 | $56.9万 | 1,530股 | +48股+3.14% | 加仓 |
| IiShares安硕信托GVI |
| 0.15% | 0.17% | $62.8万 | 5,839股 | $62.1万 | 5,852股 | -13股-0.22% | 减仓 |
