| IiShares安硕信托IEFA |
| 17.88% | 17.54% | $3,980.0万 | 41.2万股 | $3,655.8万 | 40.4万股 | +8,272股+2.05% | 加仓 |
| IiShares安硕信托IVV |
| 12.93% | 12.17% | $2,878.1万 | 3.8万股 | $2,536.9万 | 3.9万股 | -406股-1.05% | 减仓 |
| IiShares安硕IEMG |
| 9.36% | 8.91% | $2,083.6万 | 25.2万股 | $1,857.0万 | 26.6万股 | -1.5万股-5.53% | 减仓 |
| IiShares安硕信托SGOV |
| 8.53% | 8.83% | $1,898.7万 | 18.9万股 | $1,839.7万 | 18.3万股 | +5,845股+3.20% | 加仓 |
| V先锋领航指数基金VTV |
| 6.16% | 5.89% | $1,372.3万 | 6.3万股 | $1,227.3万 | 6.3万股 | +414股+0.66% | 加仓 |
| IiShares安硕·INC JP MORGAN EM ETFLEMB |
| 5.38% | 5.41% | $1,197.4万 | 28.2万股 | $1,126.7万 | 27.6万股 | +6,051股+2.19% | 加仓 |
| IiShares安硕·COREIJH |
| 4.21% | 4.03% | $937.5万 | 12.2万股 | $839.7万 | 12.4万股 | -2,763股-2.22% | 减仓 |
| IISHARES AAA - A RATED CORPORATE BOND ETFQLTA |
| 3.85% | 3.94% | $857.9万 | 18.1万股 | $821.2万 | 17.3万股 | +7,974股+4.62% | 加仓 |
| IiShares安硕信托STIP |
| 3.69% | 3.87% | $820.6万 | 8.0万股 | $806.1万 | 7.8万股 | +2,385股+3.06% | 加仓 |
| IiShares安硕信托TIP |
| 3.24% | 3.35% | $721.0万 | 6.6万股 | $697.4万 | 6.3万股 | +2,700股+4.27% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 3.14% | 3.29% | $699.3万 | 14.5万股 | $686.1万 | 14.2万股 | +3,359股+2.37% | 加仓 |
| IiShares安硕·COREIJR |
| 2.48% | 2.23% | $552.3万 | 3.7万股 | $465.1万 | 3.7万股 | -173股-0.46% | 减仓 |
| S道富·EET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR |
| 2.45% | 2.83% | $545.4万 | 8.1万股 | $590.8万 | 7.9万股 | +1,901股+2.40% | 加仓 |
| IiShares安硕·ETHEREUM TRETHA |
| 2.35% | 3.23% | $522.4万 | 43.9万股 | $672.8万 | 42.5万股 | +1.4万股+3.37% | 加仓 |
| IiShares安硕·S&PIVE |
| 2.34% | 2.38% | $521.9万 | 2.3万股 | $496.5万 | 2.4万股 | -525股-2.23% | 减仓 |
| IiShares安硕信托HYG |
| 1.98% | 1.99% | $440.8万 | 5.5万股 | $414.2万 | 5.2万股 | +3,054股+5.87% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.98% | 1.96% | $439.8万 | 4.2万股 | $407.9万 | 4.2万股 | +337股+0.80% | 加仓 |
| IiShares安硕信托AGG |
| 1.82% | 1.81% | $405.4万 | 4.1万股 | $377.8万 | 3.8万股 | +2,901股+7.62% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.05% | 1.04% | $233.7万 | 7,778股 | $217.6万 | 8,773股 | -995股-11.34% | 减仓 |
 博通AVGO |
| 1.03% | 0.9% | $229.3万 | 6,070股 | $187.6万 | 6,060股 | +10股+0.17% | 加仓 |
| IiShares安硕信托IVW |
| 0.53% | 0.52% | $117.6万 | 8,550股 | $107.7万 | 9,519股 | -969股-10.18% | 减仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.5% | 0.48% | $111.3万 | 1.1万股 | $100.6万 | 1.1万股 | +248股+2.33% | 加仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.49% | 0.24% | $109.4万 | 1.5万股 | $50.4万 | 1.5万股 | +16股+0.11% | 加仓 |
 沃尔玛WMT |
| 0.43% | 0.51% | $96.8万 | 8,549股 | $105.9万 | 8,524股 | +25股+0.29% | 加仓 |
| IiShares黄金信托IAU |
| 0.27% | 0.34% | $60.9万 | 8,061股 | $71.1万 | 8,061股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.2% | 0.19% | $44.3万 | 6,224股 | $40.1万 | 6,254股 | -30股-0.48% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.2% | 0.17% | $43.5万 | 1,726股 | $34.4万 | 1,898股 | -172股-9.06% | 减仓 |
| IiShares安硕信托ITOT |
| 0.19% | 0.18% | $43.0万 | 2,620股 | $37.7万 | 2,646股 | -26股-0.98% | 减仓 |
 英伟达NVDA |
| 0.19% | 0.21% | $41.3万 | 2,063股 | $43.9万 | 2,516股 | -453股-18.00% | 减仓 |
| IiShares安硕信托IXUS |
| 0.15% | 0.14% | $33.3万 | 3,492股 | $30.1万 | 3,473股 | +19股+0.55% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.15% | 0.16% | $32.9万 | 3,570股 | $33.0万 | 3,570股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.15% | 0.16% | $32.7万 | 877股 | $33.8万 | 911股 | -34股-3.73% | 减仓 |
| IiShares安硕信托HDV |
| 0.15% | 0.15% | $32.5万 | 1.2万股 | $32.2万 | 2,372股 | +9,489股+400.04% | 加仓 |
 Meta平台META |
| 0.13% | 0.14% | $29.0万 | 514股 | $29.4万 | 514股 | 00.00% | 持仓不变 |
| IiShares安硕·ESGEFA |
| 0.13% | 0.12% | $28.1万 | 2,737股 | $25.9万 | 2,706股 | +31股+1.15% | 加仓 |
| IiShares安硕信托DVY |
| 0.11% | 0.11% | $24.4万 | 1,559股 | $23.6万 | 1,559股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.11% | 0.11% | $23.7万 | 820股 | $23.9万 | 940股 | -120股-12.77% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.1% | — | $21.7万 | 3,629股 | $0 | 0股 | +3,629股 | 新买入 |
