| IiShares安硕信托IVV |
| 29.26% | 25.99% | $3,425.5万 | 4.6万股 | $2,794.0万 | 4.3万股 | +2,967股+6.94% | 加仓 |
| SSPDR标普500 ETFSPY |
| 8.57% | 8.59% | $1,003.4万 | 1.3万股 | $923.0万 | 1.4万股 | -757股-5.33% | 减仓 |
| B贝莱德ETF信托DYNF |
| 6.81% | 6.54% | $797.5万 | 11.7万股 | $702.4万 | 12.1万股 | -3,467股-2.87% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 4.48% | 4.64% | $523.8万 | 10.0万股 | $498.6万 | 9.6万股 | +4,073股+4.24% | 加仓 |
| B贝莱德ETF信托CORO |
| 3.96% | 3.4% | $463.9万 | 12.7万股 | $365.3万 | 11.4万股 | +1.3万股+11.57% | 加仓 |
| B贝莱德ETF信托BAI |
| 3.68% | 3.08% | $431.1万 | 8.2万股 | $331.3万 | 10.1万股 | -1.9万股-18.66% | 减仓 |
| IiShares安硕信托GJS |
| 3.54% | 3.44% | $414.5万 | 18.2万股 | $369.5万 | 16.1万股 | +2.1万股+12.81% | 加仓 |
| V先锋领航·TOTALBNDX |
| 3.37% | 4.22% | $394.0万 | 8.1万股 | $453.1万 | 9.4万股 | -1.3万股-13.73% | 减仓 |
| IiShares安硕信托TLH |
| 3.18% | 3.42% | $372.4万 | 3.7万股 | $368.0万 | 3.7万股 | +571股+1.56% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.66% | 3.88% | $311.7万 | 5.2万股 | $417.2万 | 7.7万股 | -2.5万股-32.35% | 减仓 |
| IiShares黄金信托IAU |
| 2.52% | 2.96% | $295.4万 | 3.9万股 | $317.6万 | 3.6万股 | +3,091股+8.58% | 加仓 |
| B贝莱德ETF信托IALT |
| 2.28% | — | $267.0万 | 9.5万股 | $0 | 0股 | +9.5万股 | 新买入 |
| GGlobal X基金SHLD |
| 2.02% | 2.32% | $237.0万 | 4.0万股 | $249.6万 | 3.5万股 | +4,456股+12.65% | 加仓 |
| B贝莱德ETF信托THRO |
| 2% | 2.41% | $233.9万 | 5.4万股 | $259.5万 | 7.2万股 | -1.7万股-24.28% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 1.71% | 1.81% | $200.5万 | 3,839股 | $194.4万 | 4,196股 | -357股-8.51% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 1.66% | 4.42% | $193.9万 | 8,835股 | $475.1万 | 2.5万股 | -1.6万股-64.33% | 减仓 |
| B贝莱德ETF信托BLCR |
| 1.59% | 1.4% | $185.6万 | 3.7万股 | $150.4万 | 3.7万股 | +218股+0.60% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.34% | 1.41% | $157.4万 | 2,238股 | $151.6万 | 2,457股 | -219股-8.91% | 减仓 |
| IiShares安硕·COREIJR |
| 1.34% | 1.23% | $156.5万 | 1.1万股 | $132.1万 | 1.1万股 | -76股-0.72% | 减仓 |
| IiShares安硕信托IVW |
| 1.25% | 0.61% | $146.5万 | 1.1万股 | $65.1万 | 5,757股 | +4,895股+85.03% | 加仓 |
| IiShares安硕信托IEFA |
| 1.06% | 1.1% | $124.2万 | 1.3万股 | $117.8万 | 1.3万股 | -155股-1.19% | 减仓 |
 微软MSFT |
| 0.89% | 1.01% | $104.3万 | 2,797股 | $108.5万 | 2,930股 | -133股-4.54% | 减仓 |
 埃克森美孚XOM |
| 0.76% | 1.03% | $89.5万 | 6,547股 | $111.1万 | 6,547股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.75% | 0.9% | $88.3万 | 8,497股 | $97.1万 | 9,994股 | -1,497股-14.98% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.73% | 0.67% | $85.5万 | 3,390股 | $71.8万 | 3,957股 | -567股-14.33% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 0.56% | — | $65.4万 | 6,917股 | $0 | 0股 | +6,917股 | 新买入 |
 卡特彼勒CAT |
| 0.53% | 0.4% | $61.8万 | 580股 | $42.5万 | 600股 | -20股-3.33% | 减仓 |
 HANOVER INSTHG |
| 0.52% | 0.46% | $61.3万 | 2,865股 | $49.7万 | 2,865股 | 00.00% | 持仓不变 |
 SEMPRA COMSRE |
| 0.49% | 0.57% | $57.6万 | 6,213股 | $61.1万 | 6,283股 | -70股-1.11% | 减仓 |
 英伟达NVDA |
| 0.43% | 0.4% | $50.0万 | 2,500股 | $42.7万 | 2,450股 | +50股+2.04% | 加仓 |
| V先锋领航斯科茨代尔基金BNDW |
| 0.4% | 0.3% | $47.3万 | 6,899股 | $32.6万 | 4,766股 | +2,133股+44.75% | 加仓 |
 苹果AAPL |
| 0.39% | 0.53% | $45.2万 | 1,562股 | $57.2万 | 2,254股 | -692股-30.70% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.38% | 0.37% | $44.9万 | 1.0万股 | $39.3万 | 1.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.36% | 0.42% | $42.5万 | 1,413股 | $44.8万 | 1,808股 | -395股-21.85% | 减仓 |
 爱迪生联合电气ED |
| 0.34% | 0.38% | $39.8万 | 3,600股 | $41.3万 | 3,650股 | -50股-1.37% | 减仓 |
 亚马逊AMZN |
| 0.34% | 0.32% | $39.3万 | 1,651股 | $34.1万 | 1,635股 | +16股+0.98% | 加仓 |
| IiShares安硕信托EFV |
| 0.33% | 0.43% | $38.3万 | 5,009股 | $46.4万 | 6,235股 | -1,226股-19.66% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.32% | 0.3% | $37.4万 | 3,012股 | $32.1万 | 753股 | +2,259股+300.00% | 加仓 |
| IiShares安硕信托DSI |
| 0.31% | 0.29% | $36.6万 | 2,570股 | $31.1万 | 2,570股 | 00.00% | 持仓不变 |
| IISHARES SYSTEMATIC BOND ETFSYSB |
| 0.3% | 0.29% | $34.9万 | 3,930股 | $31.0万 | 3,481股 | +449股+12.90% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.3% | 0.23% | $34.8万 | 1,826股 | $24.3万 | 1,826股 | 00.00% | 持仓不变 |
| IiShares安硕信托TLT |
| 0.29% | — | $33.7万 | 3,897股 | $0 | 0股 | +3,897股 | 新买入 |
| IiShares安硕信托ICF |
| 0.27% | 0.27% | $31.7万 | 4,693股 | $29.0万 | 4,693股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.25% | 0.3% | $29.7万 | 2,625股 | $32.6万 | 2,625股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.24% | 0.26% | $27.8万 | 788股 | $27.8万 | 846股 | -58股-6.86% | 减仓 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 0.23% | 0.3% | $27.1万 | 6,768股 | $31.9万 | 6,832股 | -64股-0.94% | 减仓 |
 3M COMMMM |
| 0.22% | 0.22% | $26.1万 | 1,613股 | $23.4万 | 1,613股 | 00.00% | 持仓不变 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.21% | 0.24% | $24.4万 | 6,155股 | $25.8万 | 6,755股 | -600股-8.88% | 减仓 |
 礼来LLY |
| 0.18% | — | $21.6万 | 180股 | $0 | 0股 | +180股 | 新买入 |
 谷歌AGOOGL |
| 0.18% | — | $21.4万 | 599股 | $0 | 0股 | +599股 | 新买入 |
