| S嘉信策略信托SCHD |
| 31.82% | 28.82% | $5,338.8万 | 166.1万股 | $4,534.1万 | 165.3万股 | +8,115股+0.49% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 27.48% | 29.38% | $4,610.9万 | 222.0万股 | $4,622.4万 | 218.6万股 | +3.5万股+1.60% | 加仓 |
| IiShares安硕信托IBDZ |
| 25.98% | 0.35% | $4,358.1万 | 168.1万股 | $55.6万 | 2.1万股 | +166.0万股+7,877.19% | 加仓 |
| WWisdomTree信托DGRW |
| 2.75% | 2.76% | $460.9万 | 4.8万股 | $433.6万 | 4.8万股 | -573股-1.18% | 减仓 |
| DDBX ETF信托DBEF |
| 2.57% | 2.41% | $431.2万 | 7.8万股 | $378.7万 | 7.9万股 | -406股-0.52% | 减仓 |
| A美国世纪ETF信托AVLV |
| 2.45% | — | $410.6万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
| I景顺自营指数基金BSMU |
| 0.51% | 0.54% | $85.4万 | 3.9万股 | $85.5万 | 3.9万股 | +200股+0.52% | 加仓 |
| I景顺自营指数基金BSMR |
| 0.51% | 0.54% | $85.4万 | 3.6万股 | $85.0万 | 3.6万股 | +187股+0.52% | 加仓 |
 苹果AAPL |
| 0.48% | 0.46% | $80.7万 | 2,656股 | $72.2万 | 2,656股 | 00.00% | 持仓不变 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 0.32% | 0.33% | $53.8万 | 2.1万股 | $52.7万 | 2.1万股 | +826股+4.00% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.21% | 0.21% | $35.6万 | 474股 | $32.3万 | 474股 | 00.00% | 持仓不变 |
| IiShares安硕信托USMV |
| 0.2% | 2.32% | $33.3万 | 3,406股 | $364.5万 | 3.9万股 | -3.5万股-91.20% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.19% | 0.19% | $31.8万 | 1.4万股 | $30.1万 | 1.3万股 | +885股+6.88% | 加仓 |
| IiShares安硕信托IBDS |
| 0.18% | 0.17% | $29.4万 | 1.2万股 | $27.5万 | 1.1万股 | +850股+7.51% | 加仓 |
| IiShares安硕信托IBDT |
| 0.17% | 0.18% | $29.3万 | 1.2万股 | $27.6万 | 1.1万股 | +827股+7.64% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.15% | 0.15% | $25.9万 | 1.2万股 | $24.2万 | 1.1万股 | +956股+8.72% | 加仓 |
| IISHARES IBONDS DEC 2035 TERM CORPORATE ETFIBCA |
| 0.15% | 0.17% | $25.8万 | 1.0万股 | $26.3万 | 1.0万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.15% | 0.17% | $25.7万 | 2,332股 | $26.0万 | 2,332股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBDY |
| 0.15% | 0.17% | $25.7万 | 1.0万股 | $26.2万 | 1.0万股 | 00.00% | 持仓不变 |
 通用动力GD |
| 0.13% | 0.04% | $22.1万 | 598股 | $6.7万 | 198股 | +400股+202.02% | 加仓 |
 微软MSFT |
| 0.13% | 0.17% | $21.6万 | 557股 | $26.9万 | 557股 | 00.00% | 持仓不变 |
| I景顺·S&PSPHQ |
| 0.11% | 0.09% | $19.1万 | 2,138股 | $14.8万 | 1,967股 | +171股+8.69% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.11% | 0.09% | $18.9万 | 1,216股 | $14.5万 | 1,216股 | 00.00% | 持仓不变 |
| B纽约梅隆银行BK |
| 0.11% | 0.06% | $18.2万 | 1,229股 | $10.1万 | 871股 | +358股+41.10% | 加仓 |
 埃克森美孚XOM |
| 0.11% | 0.1% | $17.8万 | 1,285股 | $16.2万 | 1,343股 | -58股-4.32% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.1% | 0.1% | $16.1万 | 319股 | $16.0万 | 319股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.09% | 0.1% | $15.4万 | 460股 | $15.3万 | 476股 | -16股-3.36% | 减仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.08% | 0.07% | $13.3万 | 1,166股 | $10.9万 | 1,067股 | +99股+9.28% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.08% | 0.03% | $13.1万 | 314股 | $4.6万 | 368股 | -54股-14.67% | 减仓 |
 AMGEN COMAMGN |
| 0.06% | 0.06% | $10.5万 | 284股 | $9.4万 | 287股 | -3股-1.05% | 减仓 |
 强生JNJ |
| 0.06% | 0.06% | $9.8万 | 381股 | $9.0万 | 433股 | -52股-12.01% | 减仓 |
 Phillips 66PSX |
| 0.06% | 0.04% | $9.5万 | 533股 | $6.9万 | 533股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.06% | 0.04% | $9.4万 | 812股 | $6.3万 | 812股 | 00.00% | 持仓不变 |
 ONEOKOKE |
| 0.06% | 0.05% | $9.3万 | 1,067股 | $7.8万 | 1,067股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.05% | 0.06% | $9.2万 | 719股 | $10.1万 | 962股 | -243股-25.26% | 减仓 |
 CORTEVA COMCTVA |
| 0.05% | 0.04% | $8.0万 | 954股 | $6.4万 | 954股 | 00.00% | 持仓不变 |
| GGILEAD SCIENCES COMGILD |
| 0.05% | 0.05% | $7.9万 | 613股 | $7.5万 | 613股 | 00.00% | 持仓不变 |
 贝莱德·INC COMBLK |
| 0.04% | 0.05% | $7.5万 | 75股 | $8.0万 | 75股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCV |
| 0.04% | — | $7.4万 | 4,498股 | $0 | 0股 | +4,498股 | 新买入 |
| IiShares安硕信托IBDR |
| 0.04% | 27.31% | $7.3万 | 3,038股 | $4,295.6万 | 177.3万股 | -177.0万股-99.83% | 减仓 |
 WASTE MGMT DELWM |
| 0.04% | 0.04% | $7.1万 | 317股 | $7.0万 | 317股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.04% | 0.05% | $6.6万 | 244股 | $7.5万 | 244股 | 00.00% | 持仓不变 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 0.04% | 0.04% | $6.3万 | 3,394股 | $6.4万 | 3,394股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCR |
| 0.04% | 0.04% | $6.3万 | 3,212股 | $6.3万 | 3,212股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCS |
| 0.04% | 0.04% | $6.3万 | 3,092股 | $6.4万 | 3,092股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.04% | 0.04% | $6.3万 | 264股 | $6.8万 | 264股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCQ |
| 0.04% | 0.04% | $6.3万 | 3,219股 | $6.3万 | 3,219股 | 00.00% | 持仓不变 |
 ILLINOIS TOOLITW |
| 0.04% | 0.04% | $6.1万 | 226股 | $5.6万 | 226股 | 00.00% | 持仓不变 |
 多佛DOV |
| 0.04% | 0.04% | $6.1万 | 283股 | $5.5万 | 283股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCU |
| 0.04% | 0.04% | $6.1万 | 3,642股 | $6.2万 | 3,642股 | 00.00% | 持仓不变 |
