| IiShares安硕信托AGG |
| 4.64% | 5.17% | $525.0万 | 5.3万股 | $511.8万 | 5.2万股 | +1,484股+2.88% | 加仓 |
| IiShares安硕信托GVI |
| 4.19% | 4.89% | $473.5万 | 4.4万股 | $484.5万 | 4.5万股 | -1,020股-2.24% | 减仓 |
| IiShares安硕信托IVV |
| 3.57% | 3.97% | $403.7万 | 5,390股 | $392.7万 | 6,012股 | -622股-10.35% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 3.45% | 3.47% | $390.6万 | 5.1万股 | $343.9万 | 5.0万股 | +1,085股+2.16% | 加仓 |
| IiShares安硕信托IGIB |
| 3.41% | — | $386.1万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
 苹果AAPL |
| 3.19% | 3.29% | $360.9万 | 1.2万股 | $326.3万 | 1.3万股 | -383股-2.98% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 2.76% | 2.92% | $311.6万 | 2.5万股 | $288.9万 | 6,776股 | +1.8万股+270.29% | 加仓 |
| IiShares安硕信托IWD |
| 2.71% | 2.81% | $305.9万 | 1.3万股 | $277.9万 | 1.3万股 | -387股-2.98% | 减仓 |
| AABRDN BLOOMBERGBCI |
| 2.45% | 2.94% | $277.1万 | 12.4万股 | $291.5万 | 12.0万股 | +4,040股+3.37% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 2.35% | 0.84% | $265.5万 | 3.2万股 | $83.3万 | 1.0万股 | +2.2万股+220.40% | 加仓 |
 谷歌AGOOGL |
| 1.79% | 1.76% | $202.5万 | 5,665股 | $173.9万 | 6,047股 | -382股-6.32% | 减仓 |
| IiShares安硕信托GVI |
| 1.77% | 1.67% | $200.2万 | 1.9万股 | $165.3万 | 1.6万股 | +3,034股+19.48% | 加仓 |
 微软MSFT |
| 1.75% | 2.02% | $197.5万 | 5,294股 | $200.4万 | 5,414股 | -120股-2.22% | 减仓 |
| S道富SPYM |
| 1.69% | 1.86% | $190.9万 | 2.2万股 | $183.9万 | 2.4万股 | -2,308股-9.60% | 减仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 1.54% | 1.5% | $174.3万 | 4.3万股 | $148.4万 | 4.1万股 | +1,536股+3.72% | 加仓 |
| IiShares安硕信托HDV |
| 1.48% | 1.67% | $167.1万 | 6.1万股 | $165.8万 | 1.2万股 | +4.9万股+398.76% | 加仓 |
 强生JNJ |
| 1.4% | 1.67% | $158.7万 | 6,250股 | $165.7万 | 6,779股 | -529股-7.80% | 减仓 |
 英伟达NVDA |
| 1.33% | 1.36% | $150.3万 | 7,512股 | $135.0万 | 7,740股 | -228股-2.95% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 1.22% | 1.12% | $137.9万 | 8,717股 | $110.8万 | 8,678股 | +39股+0.45% | 加仓 |
| IiShares安硕信托IDV |
| 1.18% | 1.49% | $132.9万 | 3.2万股 | $147.5万 | 3.5万股 | -2,568股-7.41% | 减仓 |
 博通AVGO |
| 1.16% | 1.24% | $131.6万 | 3,485股 | $122.9万 | 3,972股 | -487股-12.26% | 减仓 |
| IiShares安硕IEMG |
| 1.03% | 0.99% | $116.5万 | 1.4万股 | $98.5万 | 1.4万股 | -60股-0.42% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.02% | 1% | $115.7万 | 5,438股 | $99.1万 | 5,163股 | +275股+5.33% | 加仓 |
| IiShares安硕信托IEUR |
| 1.01% | 0.84% | $114.7万 | 1.5万股 | $83.5万 | 1.2万股 | +3,373股+28.37% | 加仓 |
| SSPDR道富系列信托SPTL |
| 0.96% | 0.83% | $108.3万 | 4.1万股 | $82.0万 | 3.1万股 | +1.0万股+32.43% | 加仓 |
| IISHARES CORE MSCI PACIFIC ETFIPAC |
| 0.95% | 0.7% | $107.1万 | 1.3万股 | $69.2万 | 9,049股 | +4,028股+44.51% | 加仓 |
 礼来LLY |
| 0.94% | 0.83% | $106.1万 | 885股 | $82.0万 | 891股 | -6股-0.67% | 减仓 |
 思科CSCO |
| 0.93% | 0.77% | $104.6万 | 8,908股 | $75.9万 | 9,782股 | -874股-8.93% | 减仓 |
| IiShares安硕信托GJS |
| 0.92% | 0.79% | $104.1万 | 4.6万股 | $78.4万 | 3.4万股 | +1.1万股+33.48% | 加仓 |
 摩根大通JPM |
| 0.87% | 0.95% | $98.8万 | 3,018股 | $94.1万 | 3,200股 | -182股-5.69% | 减仓 |
| PPIMCO太平洋投资管理ETFHYS |
| 0.84% | 0.98% | $94.5万 | 1.0万股 | $96.7万 | 1.0万股 | -264股-2.55% | 减仓 |
 亚马逊AMZN |
| 0.81% | 0.81% | $91.3万 | 3,829股 | $80.2万 | 3,853股 | -24股-0.62% | 减仓 |
| IiShares安硕信托ILCG |
| 0.71% | 0.52% | $80.0万 | 6,836股 | $51.6万 | 5,408股 | +1,428股+26.41% | 加仓 |
 VertivVRT |
| 0.68% | 0.59% | $77.2万 | 2,307股 | $58.1万 | 2,319股 | -12股-0.52% | 减仓 |
| F富兰克林邓普顿ETF信托XUDV |
| 0.68% | 0.6% | $76.5万 | 2.4万股 | $59.0万 | 2.1万股 | +3,498股+16.72% | 加仓 |
| IiShares安硕信托DVY |
| 0.67% | 0.74% | $75.6万 | 4,838股 | $72.9万 | 4,814股 | +24股+0.50% | 加仓 |
 艾伯维ABBV |
| 0.66% | 0.69% | $74.4万 | 2,956股 | $68.4万 | 3,147股 | -191股-6.07% | 减仓 |
 Host酒店HST |
| 0.64% | 0.59% | $72.0万 | 3.0万股 | $58.3万 | 3.0万股 | -64股-0.21% | 减仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.62% | 0.47% | $69.7万 | 1.9万股 | $46.3万 | 1.3万股 | +6,250股+49.69% | 加仓 |
 卡特彼勒CAT |
| 0.59% | 0.46% | $66.2万 | 622股 | $45.4万 | 641股 | -19股-2.96% | 减仓 |
| BBONDBLOXX JP MORGAN USD EMERGING MKTS 1-10 YR BDXEMD |
| 0.58% | 0.24% | $65.8万 | 1.5万股 | $23.6万 | 5,377股 | +9,278股+172.55% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.57% | 0.55% | $64.4万 | 6,683股 | $54.3万 | 6,127股 | +556股+9.07% | 加仓 |
 VisaV |
| 0.56% | 0.56% | $63.7万 | 1,857股 | $55.4万 | 1,832股 | +25股+1.36% | 加仓 |
 好市多COST |
| 0.55% | 0.66% | $62.3万 | 666股 | $64.9万 | 651股 | +15股+2.30% | 加仓 |
 泛林集团LRCX |
| 0.54% | 0.3% | $60.9万 | 1,406股 | $30.0万 | 1,404股 | +2股+0.14% | 加仓 |
 慧与HPEHPE |
| 0.51% | 0.32% | $58.2万 | 1.3万股 | $31.8万 | 1.3万股 | -479股-3.58% | 减仓 |
| V先锋领航指数基金VUG |
| 0.51% | — | $57.3万 | 6,649股 | $0 | 0股 | +6,649股 | 新买入 |
| IiShares安硕信托IEFA |
| 0.51% | 0.54% | $57.2万 | 5,919股 | $53.6万 | 5,919股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.5% | 0.65% | $56.7万 | 3,589股 | $64.0万 | 4,318股 | -729股-16.88% | 减仓 |
| V先锋领航指数基金VOO |
| 0.5% | 0.5% | $56.5万 | 823股 | $49.2万 | 823股 | 00.00% | 持仓不变 |
