| IiShares安硕信托IVV |
| 12.13% | 8.13% | $1,568.5万 | 2.1万股 | $978.1万 | 1.5万股 | +5,971股+39.88% | 加仓 |
| IiShares安硕信托IUSB |
| 6.5% | 5.73% | $840.5万 | 18.2万股 | $689.3万 | 14.9万股 | +3.3万股+22.05% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 4.85% | 4.68% | $627.1万 | 13.8万股 | $562.8万 | 12.3万股 | +1.4万股+11.75% | 加仓 |
| IiShares安硕IEMG |
| 4.79% | 5.6% | $619.0万 | 7.5万股 | $673.5万 | 9.7万股 | -2.2万股-22.61% | 减仓 |
| IiShares安硕信托IVW |
| 4.37% | 4.15% | $564.5万 | 4.1万股 | $499.6万 | 4.4万股 | -3,123股-7.07% | 减仓 |
| B贝莱德ETF信托DYNF |
| 4.05% | 4.03% | $523.7万 | 7.7万股 | $485.1万 | 8.3万股 | -6,378股-7.65% | 减仓 |
| IiShares安硕·S&PIVE |
| 3.56% | 4.6% | $459.9万 | 2.0万股 | $554.1万 | 2.6万股 | -5,987股-22.81% | 减仓 |
| IiShares安硕信托ITOT |
| 3.12% | 2.63% | $402.8万 | 2.5万股 | $316.5万 | 2.2万股 | +2,227股+9.95% | 加仓 |
| B贝莱德ETF信托LCTU |
| 3.04% | 2.59% | $393.2万 | 4.9万股 | $311.5万 | 4.4万股 | +4,636股+10.44% | 加仓 |
| IiShares安硕信托GJS |
| 2.95% | 2.56% | $381.8万 | 16.8万股 | $308.1万 | 13.4万股 | +3.3万股+24.64% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 2.2% | 1.68% | $284.2万 | 6.0万股 | $201.9万 | 4.2万股 | +1.7万股+41.14% | 加仓 |
| V先锋领航全球基金ESGV |
| 2.2% | 2.01% | $284.1万 | 2.1万股 | $242.0万 | 2.2万股 | -71股-0.33% | 减仓 |
| IiShares安硕信托EFV |
| 2.19% | 3.99% | $283.4万 | 3.7万股 | $479.8万 | 6.5万股 | -2.8万股-42.63% | 减仓 |
| IiShares安硕信托EFG |
| 2.11% | 2.05% | $272.9万 | 2.2万股 | $247.0万 | 2.2万股 | -248股-1.12% | 减仓 |
| B贝莱德ETF信托BAI |
| 1.95% | 1.75% | $252.5万 | 4.8万股 | $210.2万 | 6.4万股 | -1.6万股-24.91% | 减仓 |
| IiShares安硕信托DSI |
| 1.82% | 1.56% | $234.7万 | 1.6万股 | $187.5万 | 1.5万股 | +1,007股+6.51% | 加仓 |
| IiShares安硕信托USXF |
| 1.81% | 1.49% | $234.6万 | 3.4万股 | $179.5万 | 3.3万股 | +1,259股+3.87% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.72% | 3.41% | $222.6万 | 1.0万股 | $410.4万 | 2.1万股 | -1.1万股-52.58% | 减仓 |
| IiShares安硕信托IBDU |
| 1.56% | 1.92% | $201.1万 | 8.7万股 | $231.3万 | 10.0万股 | -1.3万股-13.11% | 减仓 |
| IiShares安硕ESGE |
| 1.55% | 1.48% | $200.5万 | 3.7万股 | $178.2万 | 3.9万股 | -2,522股-6.44% | 减仓 |
| IiShares安硕信托MTUM |
| 1.46% | 1.71% | $189.4万 | 5,524股 | $205.5万 | 8,562股 | -3,038股-35.48% | 减仓 |
 iShares安硕·MBSACGL |
| 1.41% | 1.5% | $182.4万 | 1.9万股 | $180.8万 | 1.9万股 | +259股+1.36% | 加仓 |
 苹果AAPL |
| 1.33% | 1.27% | $171.6万 | 5,928股 | $153.0万 | 6,028股 | -100股-1.66% | 减仓 |
| B贝莱德ETF信托BLCR |
| 1.3% | 1.13% | $167.9万 | 3.3万股 | $135.6万 | 3.3万股 | +320股+0.97% | 加仓 |
| IiShares黄金信托IAU |
| 1.3% | 1.97% | $167.8万 | 2.2万股 | $236.7万 | 2.7万股 | -4,628股-17.24% | 减仓 |
| IiShares安硕信托TLH |
| 1.17% | 2.06% | $151.4万 | 1.5万股 | $248.4万 | 2.5万股 | -9,575股-38.83% | 减仓 |
| B贝莱德ETF信托CORO |
| 1.16% | — | $150.1万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 伯克希尔哈撒韦BRK.A |
| 1.16% | 1.19% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| BBlackrock Etf Trust Ishares Defense Industrials ActiveIDEF |
| 1.14% | 1.18% | $147.1万 | 4.6万股 | $141.4万 | 4.3万股 | +3,051股+7.06% | 加仓 |
| B贝莱德ETF信托IALT |
| 1.08% | — | $140.1万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| B贝莱德ETF信托THRO |
| 1.02% | 1.68% | $131.7万 | 3.1万股 | $201.8万 | 5.6万股 | -2.5万股-45.15% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.88% | 0.86% | $113.6万 | 3,106股 | $103.4万 | 3,252股 | -146股-4.49% | 减仓 |
| IiShares安硕信托SUSB |
| 0.87% | — | $112.5万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
| IiShares安硕信托EVUS |
| 0.85% | 0.74% | $109.9万 | 3.1万股 | $88.5万 | 2.8万股 | +3,485股+12.53% | 加仓 |
| B贝莱德·ETF TRUST IIGGOV |
| 0.78% | — | $101.2万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| IiShares安硕信托ICSH |
| 0.77% | 0.8% | $99.9万 | 2.0万股 | $95.8万 | 1.9万股 | +818股+4.32% | 加仓 |
| IiShares安硕信托EUSB |
| 0.75% | 0.99% | $96.7万 | 2.2万股 | $119.2万 | 2.7万股 | -5,136股-18.75% | 减仓 |
| IiShares安硕信托DMXF |
| 0.74% | 0.6% | $95.9万 | 1.1万股 | $72.3万 | 9,582股 | +1,752股+18.28% | 加仓 |
| F富达·MERRIMACK STR TRFIGB |
| 0.73% | 0.85% | $94.3万 | 2.2万股 | $101.8万 | 2.4万股 | -1,627股-6.88% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.72% | 1.21% | $93.4万 | 3,703股 | $145.2万 | 8,002股 | -4,299股-53.72% | 减仓 |
| G通用动力VTI |
| 0.6% | 0.85% | $77.0万 | 2,080股 | $102.3万 | 3,189股 | -1,109股-34.78% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.59% | 0.66% | $76.6万 | 1.5万股 | $79.3万 | 1.6万股 | -731股-4.60% | 减仓 |
| S嘉信·USSCHX |
| 0.58% | 0.68% | $75.5万 | 2.6万股 | $82.3万 | 3.2万股 | -6,426股-20.02% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.58% | 0.68% | $74.6万 | 3.2万股 | $81.2万 | 3.5万股 | -2,727股-7.79% | 减仓 |
| AAB ULTRA SHORT INCOME ETFYEAR |
| 0.58% | 0.63% | $74.6万 | 1.5万股 | $75.6万 | 1.5万股 | -158股-1.06% | 减仓 |
| S道富SPYV |
| 0.58% | — | $74.5万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| S嘉信策略信托SCHF |
| 0.53% | 0.61% | $68.5万 | 2.5万股 | $73.8万 | 3.0万股 | -5,080股-17.04% | 减仓 |
| NNUSHARES ETF TRNULG |
| 0.43% | 0.38% | $55.6万 | 4,747股 | $45.2万 | 4,971股 | -224股-4.51% | 减仓 |
| B贝莱德ETF信托LCTD |
| 0.41% | 0.48% | $52.5万 | 9,110股 | $57.5万 | 1.0万股 | -1,284股-12.35% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.39% | 0.47% | $51.0万 | 1,019股 | $56.9万 | 1,188股 | -169股-14.23% | 减仓 |
