| IiShares安硕信托IVV |
| 27.18% | 22.78% | $2.47亿 | 33.0万股 | $1.94亿 | 29.8万股 | +3.2万股+10.86% | 加仓 |
| B贝莱德ETF信托DYNF |
| 16.06% | 15.46% | $1.46亿 | 214.7万股 | $1.32亿 | 226.8万股 | -12.1万股-5.33% | 减仓 |
| IiShares安硕信托IEFA |
| 11.96% | 14.19% | $1.09亿 | 112.6万股 | $1.21亿 | 133.8万股 | -21.2万股-15.84% | 减仓 |
| IiShares安硕信托AGG |
| 9.09% | 5.89% | $8,262.6万 | 83.5万股 | $5,027.4万 | 50.6万股 | +32.8万股+64.83% | 加仓 |
| I景顺QQQ信托VOO |
| 7.27% | 5.28% | $6,607.1万 | 9.0万股 | $4,510.5万 | 7.8万股 | +1.2万股+14.81% | 加仓 |
| IiShares安硕IEMG |
| 5.5% | 6.54% | $5,003.5万 | 60.4万股 | $5,583.1万 | 80.0万股 | -19.6万股-24.54% | 减仓 |
| IiShares安硕信托DGRO |
| 4.23% | 5.88% | $3,843.5万 | 50.7万股 | $5,021.0万 | 71.5万股 | -20.8万股-29.12% | 减仓 |
| IiShares安硕·COREIJH |
| 4.04% | 4.72% | $3,669.4万 | 47.6万股 | $4,028.8万 | 59.7万股 | -12.1万股-20.24% | 减仓 |
| IiShares安硕·COREIJR |
| 3.3% | 3.16% | $3,003.0万 | 20.2万股 | $2,698.5万 | 21.7万股 | -1.5万股-6.72% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 2.6% | 1.79% | $2,363.0万 | 25.0万股 | $1,528.8万 | 16.0万股 | +9.0万股+55.99% | 加仓 |
| IiShares安硕信托TLT |
| 1.71% | 2.49% | $1,554.7万 | 18.0万股 | $2,125.3万 | 24.5万股 | -6.5万股-26.62% | 减仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 1.35% | 1.02% | $1,229.9万 | 33.2万股 | $867.8万 | 23.6万股 | +9.7万股+41.04% | 加仓 |
| I景顺交易所交易基金IIBKLN |
| 1.2% | 0.75% | $1,087.1万 | 53.4万股 | $639.3万 | 31.3万股 | +22.0万股+70.38% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.45% | 1.47% | $412.4万 | 4.0万股 | $1,253.7万 | 15.9万股 | -11.9万股-74.71% | 减仓 |
| IiShares安硕信托IVW |
| 0.37% | 0.36% | $340.8万 | 2.5万股 | $307.5万 | 2.7万股 | -2,404股-8.84% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.37% | 0.39% | $337.1万 | 1.5万股 | $328.8万 | 1.6万股 | -722股-4.64% | 减仓 |
| IiShares安硕信托ICSH |
| 0.34% | 3.47% | $307.0万 | 6.1万股 | $2,964.3万 | 58.5万股 | -52.5万股-89.64% | 减仓 |
 艾伯维ABBV |
| 0.26% | 0.21% | $240.9万 | 9,572股 | $179.0万 | 8,230股 | +1,342股+16.31% | 加仓 |
 GE航空GE |
| 0.24% | 0.19% | $218.0万 | 5,832股 | $165.5万 | 5,831股 | +1股+0.02% | 加仓 |
 GE VernovaGEV |
| 0.22% | 0.17% | $197.3万 | 1,679股 | $146.6万 | 1,679股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.18% | 0.17% | $163.5万 | 5,651股 | $147.0万 | 5,793股 | -142股-2.45% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.14% | 0.15% | $128.2万 | 2,562股 | $126.5万 | 2,639股 | -77股-2.92% | 减仓 |
 摩根大通JPM |
| 0.13% | 0.15% | $121.3万 | 3,705股 | $130.1万 | 4,422股 | -717股-16.21% | 减仓 |
 埃克森美孚XOM |
| 0.11% | 0.15% | $96.5万 | 7,059股 | $126.7万 | 7,470股 | -411股-5.50% | 减仓 |
| IIBMIBM |
| 0.09% | 0.08% | $83.9万 | 2,982股 | $72.3万 | 2,982股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.08% | 0.14% | $77.1万 | 2,852股 | $123.4万 | 3,969股 | -1,117股-28.14% | 减仓 |
 微软MSFT |
| 0.08% | 0.11% | $70.0万 | 1,875股 | $95.3万 | 2,575股 | -700股-27.18% | 减仓 |
 MGE ENERGY COMMGEE |
| 0.08% | 0.08% | $69.8万 | 8,565股 | $66.1万 | 8,558股 | +7股+0.08% | 加仓 |
 雅培ABT |
| 0.08% | 0.04% | $69.7万 | 7,678股 | $34.4万 | 3,351股 | +4,327股+129.13% | 加仓 |
 BANK FIRSTBFC |
| 0.08% | — | $68.2万 | 4,600股 | $0 | 0股 | +4,600股 | 新买入 |
| SSPDR行业精选信托XLK |
| 0.07% | 0.06% | $67.8万 | 3,560股 | $47.3万 | 3,560股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.07% | 0.07% | $65.5万 | 1,600股 | $57.9万 | 1,624股 | -24股-1.48% | 减仓 |
 迪士尼DIS |
| 0.07% | 0.08% | $64.5万 | 6,703股 | $67.5万 | 7,002股 | -299股-4.27% | 减仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 0.06% | 0.06% | $58.4万 | 5,418股 | $49.4万 | 5,398股 | +20股+0.37% | 加仓 |
| IiShares安硕信托ICVT |
| 0.05% | 0.05% | $49.9万 | 4,099股 | $41.6万 | 4,086股 | +13股+0.32% | 加仓 |
| G通用动力VTI |
| 0.05% | 0.06% | $48.3万 | 1,304股 | $53.4万 | 1,665股 | -361股-21.68% | 减仓 |
| IiShares安硕信托EMB |
| 0.05% | 0.73% | $45.3万 | 4,693股 | $626.7万 | 6.7万股 | -6.2万股-92.97% | 减仓 |
 好市多COST |
| 0.05% | 0.05% | $42.5万 | 454股 | $45.2万 | 454股 | 00.00% | 持仓不变 |
 雷蒙德詹姆斯RJF |
| 0.05% | 0.05% | $42.1万 | 2,772股 | $40.0万 | 2,762股 | +10股+0.36% | 加仓 |
 雪佛龙CVX |
| 0.05% | 0.06% | $42.0万 | 2,536股 | $52.4万 | 2,532股 | +4股+0.16% | 加仓 |
 保德信金融PRU |
| 0.04% | 0.04% | $38.9万 | 3,607股 | $35.2万 | 3,607股 | 00.00% | 持仓不变 |
 星座能源CEG |
| 0.04% | 0.05% | $38.9万 | 1,567股 | $43.8万 | 1,567股 | 00.00% | 持仓不变 |
| IiShares安硕信托USMV |
| 0.04% | 0.11% | $34.8万 | 3,607股 | $93.0万 | 1.0万股 | -6,424股-64.04% | 减仓 |
 高露洁CL |
| 0.04% | 0.04% | $34.8万 | 3,790股 | $32.3万 | 3,790股 | 00.00% | 持仓不变 |
 ALLIANT ENERGY COMLNT |
| 0.04% | 0.04% | $33.9万 | 4,450股 | $31.9万 | 4,450股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.03% | 0.03% | $31.8万 | 1,589股 | $28.6万 | 1,638股 | -49股-2.99% | 减仓 |
 DANAHER DEL COMDHR |
| 0.03% | 0.04% | $31.2万 | 1,639股 | $31.0万 | 1,636股 | +3股+0.18% | 加仓 |
 TRAVELERS COSTRV |
| 0.03% | 0.03% | $30.7万 | 930股 | $27.1万 | 930股 | 00.00% | 持仓不变 |
| WWisdomTree信托AGGY |
| 0.03% | 0.03% | $30.0万 | 6,890股 | $29.6万 | 6,815股 | +75股+1.10% | 加仓 |
| I景顺交易所交易基金IIBAB |
| 0.03% | 0.03% | $27.3万 | 1.0万股 | $27.1万 | 1.0万股 | +107股+1.06% | 加仓 |
