| IiShares安硕信托IVV |
| 25.44% | 25.14% | $5,159.5万 | 6.9万股 | $4,310.8万 | 6.6万股 | +2,901股+4.40% | 加仓 |
| IiShares安硕信托IEFA |
| 14.22% | 14.03% | $2,884.2万 | 29.9万股 | $2,405.3万 | 26.6万股 | +3.3万股+12.40% | 加仓 |
| IiShares安硕信托IUSV |
| 13.21% | 13.43% | $2,679.9万 | 24.3万股 | $2,303.3万 | 22.5万股 | +1.8万股+8.01% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 7.71% | 8.35% | $1,564.0万 | 34.4万股 | $1,431.8万 | 31.4万股 | +3.0万股+9.55% | 加仓 |
| F富达Covington信托FBCG |
| 6.88% | 6.04% | $1,395.0万 | 22.5万股 | $1,036.5万 | 20.7万股 | +1.8万股+8.61% | 加仓 |
| F富达Covington信托FESM |
| 4.77% | 4.39% | $967.0万 | 20.0万股 | $753.7万 | 19.8万股 | +1,919股+0.97% | 加仓 |
| F富达Covington信托FDEM |
| 4.72% | 4.73% | $956.8万 | 26.3万股 | $811.5万 | 25.7万股 | +6,387股+2.49% | 加仓 |
| F富达·MERRIMACK STR TRFSYD |
| 3.87% | 4.33% | $786.0万 | 16.7万股 | $743.1万 | 15.8万股 | +9,033股+5.73% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 2.66% | 2.65% | $540.4万 | 4.0万股 | $454.2万 | 3.8万股 | +1,191股+3.11% | 加仓 |
| F富达·MERRIMACK STR TRFLDB |
| 1.96% | 2.15% | $398.2万 | 7.9万股 | $369.3万 | 7.3万股 | +5,975股+8.13% | 加仓 |
| IiShares安硕信托EFV |
| 1.72% | 1.99% | $348.9万 | 4.6万股 | $341.4万 | 4.6万股 | -340股-0.74% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.68% | 1.84% | $341.6万 | 3.3万股 | $315.9万 | 3.3万股 | +364股+1.12% | 加仓 |
| BBITWISE 10 CRYPTO INDEX ETFBITQ |
| 1.6% | 1.58% | $324.8万 | 13.3万股 | $271.6万 | 14.4万股 | -1.1万股-7.93% | 减仓 |
| BBITWISE BITCOIN ETF TRBITB |
| 1.45% | 1.7% | $294.8万 | 9.3万股 | $291.8万 | 7.9万股 | +1.3万股+16.74% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.22% | 1.18% | $246.6万 | 8,209股 | $202.4万 | 8,163股 | +46股+0.56% | 加仓 |
| IiShares安硕信托EEM |
| 0.99% | 0.98% | $201.4万 | 2.9万股 | $168.5万 | 3.0万股 | -233股-0.79% | 减仓 |
| V先锋领航指数基金VTV |
| 0.97% | 1.06% | $197.5万 | 9,061股 | $182.6万 | 9,306股 | -245股-2.63% | 减仓 |
| VVictory·SHARES U SCDC |
| 0.63% | 0.72% | $128.5万 | 1.7万股 | $123.5万 | 1.7万股 | 00.00% | 持仓不变 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 0.48% | 0.49% | $98.3万 | 2.3万股 | $83.4万 | 2.3万股 | +450股+1.96% | 加仓 |
| G通用动力VTI |
| 0.46% | 0.37% | $93.3万 | 2,521股 | $64.0万 | 1,994股 | +527股+26.43% | 加仓 |
| F富达Covington信托FENI |
| 0.32% | 0.38% | $65.9万 | 1.6万股 | $64.4万 | 1.7万股 | -892股-5.16% | 减仓 |
| V先锋领航指数基金VUG |
| 0.28% | 0.28% | $57.2万 | 6,642股 | $48.4万 | 1,107股 | +5,535股+500.00% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.26% | 0.28% | $53.2万 | 6,222股 | $48.0万 | 6,222股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.24% | 0.24% | $48.0万 | 2,115股 | $41.5万 | 1,965股 | +150股+7.63% | 加仓 |
| IiShares安硕信托IVW |
| 0.23% | 0.23% | $47.3万 | 3,441股 | $38.9万 | 3,441股 | 00.00% | 持仓不变 |
| CCALAMOS ETF TRCAIE |
| 0.2% | — | $39.7万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| V先锋领航·SMALLVBR |
| 0.18% | 0.19% | $35.7万 | 1,468股 | $31.9万 | 1,468股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.17% | 0.18% | $34.1万 | 1,177股 | $30.4万 | 1,199股 | -22股-1.83% | 减仓 |
| V先锋领航·HEALTHVHT |
| 0.17% | 0.18% | $33.7万 | 1,126股 | $30.7万 | 1,126股 | 00.00% | 持仓不变 |
| V先锋领航全球基金ESGV |
| 0.16% | 0.16% | $31.6万 | 2,391股 | $28.0万 | 2,491股 | -100股-4.01% | 减仓 |
| V先锋领航指数基金VOO |
| 0.16% | 0.16% | $31.6万 | 460股 | $27.9万 | 468股 | -8股-1.71% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.15% | 0.14% | $30.9万 | 785股 | $24.6万 | 785股 | 00.00% | 持仓不变 |
 TARGET COMTGT |
| 0.13% | 0.15% | $26.8万 | 2,054股 | $24.9万 | 2,054股 | 00.00% | 持仓不变 |
| IiShares安硕信托AOA |
| 0.13% | 0.13% | $26.6万 | 2,730股 | $23.0万 | 2,594股 | +136股+5.24% | 加仓 |
 卡特彼勒CAT |
| 0.12% | — | $25.2万 | 237股 | $0 | 0股 | +237股 | 新买入 |
 谷歌AGOOGL |
| 0.12% | — | $23.8万 | 666股 | $0 | 0股 | +666股 | 新买入 |
 强生JNJ |
| 0.11% | 0.13% | $23.0万 | 904股 | $22.1万 | 904股 | 00.00% | 持仓不变 |
 艺康ECL |
| 0.11% | — | $22.6万 | 810股 | $0 | 0股 | +810股 | 新买入 |
| IiShares安硕信托AOR |
| 0.1% | — | $20.6万 | 2,970股 | $0 | 0股 | +2,970股 | 新买入 |
