| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 16.6% | 15.63% | $1,540.0万 | 45.5万股 | $1,231.3万 | 37.7万股 | +7.8万股+20.56% | 加仓 |
| IiShares安硕信托IEI |
| 8.6% | 6.84% | $797.8万 | 6.8万股 | $539.1万 | 4.5万股 | +2.3万股+50.39% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 6.5% | 7.68% | $603.1万 | 7.9万股 | $605.1万 | 9.0万股 | -1.1万股-12.08% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 6.33% | 5.56% | $587.4万 | 7.4万股 | $438.1万 | 6.1万股 | +1.3万股+21.09% | 加仓 |
| S嘉信策略信托SCHM |
| 6.09% | 5.97% | $564.8万 | 15.3万股 | $470.2万 | 15.6万股 | -3,206股-2.05% | 减仓 |
| SSSGA ACTIVE ETF TRWIP |
| 5.34% | 5.83% | $495.4万 | 12.6万股 | $459.2万 | 11.4万股 | +1.1万股+10.03% | 加仓 |
| IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF |
| 4.96% | 2.89% | $460.0万 | 5.2万股 | $227.9万 | 3.0万股 | +2.1万股+69.54% | 加仓 |
| J骏利亨德森JAAA |
| 4.38% | 4.09% | $406.4万 | 8.0万股 | $321.9万 | 6.4万股 | +1.7万股+26.46% | 加仓 |
| V先锋领航指数基金VOO |
| 4.32% | 4.13% | $400.8万 | 5,836股 | $325.2万 | 5,185股 | +651股+12.56% | 加仓 |
| S嘉信策略信托SCHF |
| 3.87% | 5.4% | $359.1万 | 13.0万股 | $425.1万 | 17.7万股 | -4.7万股-26.68% | 减仓 |
| IiShares安硕信托EEM |
| 3.72% | 2.53% | $345.1万 | 5.0万股 | $199.1万 | 3.6万股 | +1.4万股+38.64% | 加仓 |
| IiShares安硕信托IJK |
| 3.54% | 3.19% | $328.7万 | 2.8万股 | $251.4万 | 2.6万股 | +2,029股+7.82% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 3.32% | 3.47% | $307.8万 | 8.8万股 | $273.0万 | 9.2万股 | -3,778股-4.10% | 减仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 3.18% | 3.71% | $295.2万 | 6.3万股 | $292.1万 | 7.1万股 | -7,720股-10.93% | 减仓 |
| IiShares安硕信托IBTJ |
| 1.57% | 2.24% | $145.2万 | 6.7万股 | $176.2万 | 8.0万股 | -1.3万股-16.45% | 减仓 |
| IiShares安硕信托IBTI |
| 1.4% | 2.25% | $130.3万 | 5.9万股 | $177.2万 | 7.9万股 | -2.0万股-25.73% | 减仓 |
| IiShares安硕信托IBTH |
| 1.32% | 2.2% | $122.4万 | 5.5万股 | $173.5万 | 7.7万股 | -2.2万股-29.12% | 减仓 |
| IiShares安硕信托IBMO |
| 1.28% | 1.5% | $119.1万 | 4.6万股 | $117.9万 | 4.6万股 | +458股+1.00% | 加仓 |
| IiShares安硕信托IBMP |
| 1.28% | 1.49% | $118.9万 | 4.7万股 | $117.5万 | 4.6万股 | +485股+1.05% | 加仓 |
| IiShares安硕信托IBMQ |
| 1.27% | 1.49% | $117.5万 | 4.6万股 | $117.5万 | 4.6万股 | 00.00% | 持仓不变 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 1.17% | 2.05% | $108.7万 | 4.8万股 | $161.7万 | 7.1万股 | -2.3万股-32.80% | 减仓 |
| S嘉信·USSCHA |
| 1.14% | 1.18% | $106.0万 | 2.9万股 | $92.7万 | 3.3万股 | -3,186股-9.79% | 减仓 |
| IiShares安硕信托IUSV |
| 0.95% | 1.14% | $88.4万 | 8,030股 | $89.8万 | 8,755股 | -725股-8.28% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.86% | 0.81% | $80.2万 | 7,839股 | $63.5万 | 8,739股 | -900股-10.30% | 减仓 |
| PPimco Active Bond ETFBOND |
| 0.83% | 1.29% | $76.9万 | 8,335股 | $101.2万 | 1.1万股 | -2,541股-23.36% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.82% | 0.87% | $76.4万 | 6,923股 | $68.7万 | 7,134股 | -211股-2.96% | 减仓 |
| IiShares安硕信托USRT |
| 0.8% | 0.5% | $74.1万 | 1.1万股 | $39.4万 | 6,922股 | +4,233股+61.15% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.74% | 0.89% | $68.4万 | 3,636股 | $69.7万 | 4,152股 | -516股-12.43% | 减仓 |
| IiShares安硕信托IEFA |
| 0.61% | 0.74% | $56.8万 | 5,882股 | $58.4万 | 6,528股 | -646股-9.90% | 减仓 |
| IISHARES CORE MSCI PACIFIC ETFIPAC |
| 0.57% | 0.64% | $53.3万 | 6,501股 | $50.6万 | 6,917股 | -416股-6.01% | 减仓 |
| J骏利Detroit策略信托JBBB |
| 0.44% | 0.41% | $41.1万 | 8,671股 | $32.5万 | 6,813股 | +1,858股+27.27% | 加仓 |
| G通用动力VTI |
| 0.33% | — | $30.9万 | 835股 | $0 | 0股 | +835股 | 新买入 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 0.29% | 0.39% | $26.9万 | 9,217股 | $31.1万 | 1.1万股 | -1,374股-12.97% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 0.28% | 0.39% | $25.9万 | 3,835股 | $30.5万 | 4,593股 | -758股-16.50% | 减仓 |
| BBONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETFXONE |
| 0.28% | 0.33% | $25.8万 | 5,226股 | $26.0万 | 5,256股 | -30股-0.57% | 减仓 |
 联邦快递FDX |
| 0.26% | 0.28% | $24.2万 | 772股 | $22.3万 | 772股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.26% | — | $24.1万 | 8,321股 | $0 | 0股 | +8,321股 | 新买入 |
 英伟达NVDA |
| 0.24% | — | $21.9万 | 1,095股 | $0 | 0股 | +1,095股 | 新买入 |
| PPGIM TOTAL RETURN BOND ETFPTRB |
| 0.22% | — | $20.1万 | 4,859股 | $0 | 0股 | +4,859股 | 新买入 |
