| IiShares安硕信托IVV |
| 14.63% | 14.77% | $2,309.9万 | 3.5万股 | $2,406.9万 | 3.5万股 | +222股+0.63% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 13.98% | 12.32% | $2,207.5万 | 48.4万股 | $2,007.8万 | 43.6万股 | +4.8万股+10.96% | 加仓 |
| IiShares安硕信托IXUS |
| 10.1% | 10.75% | $1,594.8万 | 18.4万股 | $1,751.2万 | 20.7万股 | -2.3万股-11.03% | 减仓 |
| V先锋领航·S&P MID-CAP 400 ETFIVOO |
| 6.06% | 5.47% | $956.8万 | 8.4万股 | $890.5万 | 8.0万股 | +4,045股+5.08% | 加仓 |
| S嘉信·USSCHP |
| 4.89% | 4.49% | $771.5万 | 29.0万股 | $732.2万 | 27.6万股 | +1.4万股+4.90% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.76% | 3.67% | $593.6万 | 2.8万股 | $597.3万 | 2.7万股 | +427股+1.57% | 加仓 |
| IiShares安硕信托SGOV |
| 3.19% | 2.48% | $503.7万 | 5.0万股 | $404.7万 | 4.0万股 | +9,731股+24.14% | 加仓 |
| V先锋领航指数基金VOO |
| 3.06% | 3.31% | $483.7万 | 8,095股 | $539.9万 | 8,608股 | -513股-5.96% | 减仓 |
| IiShares安硕信托GVI |
| 2.59% | 1.97% | $409.1万 | 3.9万股 | $320.6万 | 3.0万股 | +8,609股+28.77% | 加仓 |
| V先锋领航白厅基金VYMI |
| 2.46% | — | $388.1万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| EETFS GOLD TRSGOL |
| 2.37% | 2.61% | $373.7万 | 8.4万股 | $424.5万 | 10.3万股 | -2.0万股-18.96% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.32% | 2.76% | $366.0万 | 5.7万股 | $449.7万 | 7.2万股 | -1.5万股-20.67% | 减仓 |
| IiShares安硕信托AGG |
| 2.03% | 3.25% | $320.3万 | 3.2万股 | $528.9万 | 5.3万股 | -2.1万股-39.07% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.94% | 1.89% | $306.6万 | 3.9万股 | $308.0万 | 3.9万股 | +46股+0.12% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.88% | 1.81% | $296.1万 | 3.8万股 | $294.3万 | 3.9万股 | -610股-1.56% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 1.76% | 1.62% | $277.2万 | 2.4万股 | $264.6万 | 2.4万股 | +288股+1.21% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.68% | 2.55% | $265.0万 | 1.4万股 | $415.4万 | 2.1万股 | -7,098股-33.94% | 减仓 |
| B贝莱德ETF信托DYNF |
| 1.65% | — | $260.0万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.62% | 1.76% | $256.0万 | 10.2万股 | $286.5万 | 10.9万股 | -7,217股-6.61% | 减仓 |
| IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF |
| 1.59% | 2.02% | $250.9万 | 4.2万股 | $329.4万 | 5.7万股 | -1.5万股-27.07% | 减仓 |
| IiShares安硕信托IBMP |
| 1.21% | 1.17% | $190.7万 | 7.5万股 | $190.1万 | 7.5万股 | +76股+0.10% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.19% | 1.08% | $188.6万 | 1.3万股 | $176.6万 | 1.2万股 | +428股+3.48% | 加仓 |
| IiShares安硕信托IBMO |
| 1.16% | 1.19% | $183.4万 | 7.2万股 | $194.4万 | 7.6万股 | -4,285股-5.65% | 减仓 |
| FFIDELITY LOW DURATION BOND FACTOR ETFFLDR |
| 1.08% | — | $170.4万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
| F富达Covington信托FENI |
| 0.98% | 0.94% | $155.4万 | 4.2万股 | $152.8万 | 4.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBMQ |
| 0.88% | 0.85% | $138.7万 | 5.4万股 | $138.8万 | 5.4万股 | +71股+0.13% | 加仓 |
| IiShares安硕信托USMV |
| 0.76% | 1.79% | $119.8万 | 1.3万股 | $290.9万 | 3.1万股 | -1.8万股-58.18% | 减仓 |
| IiShares安硕信托ILF |
| 0.73% | 0.49% | $115.7万 | 3.3万股 | $79.4万 | 2.6万股 | +6,492股+24.90% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 0.71% | 0.7% | $112.5万 | 1.4万股 | $113.8万 | 1.4万股 | +36股+0.26% | 加仓 |
| IiShares安硕信托IBDR |
| 0.64% | 0.33% | $101.1万 | 4.2万股 | $54.4万 | 2.2万股 | +1.9万股+85.63% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.6% | — | $95.3万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| V先锋领航指数基金VTV |
| 0.47% | 0.44% | $73.7万 | 3,757股 | $71.7万 | 3,754股 | +3股+0.08% | 加仓 |
| G通用动力VTI |
| 0.43% | 3.8% | $67.2万 | 2,094股 | $618.4万 | 1.8万股 | -1.6万股-88.65% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.36% | 0.34% | $56.9万 | 2,620股 | $55.5万 | 2,619股 | +1股+0.04% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.36% | 0.39% | $56.7万 | 1.9万股 | $63.5万 | 1.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBHH |
| 0.35% | 0.34% | $55.6万 | 2.4万股 | $55.8万 | 2.4万股 | +113股+0.48% | 加仓 |
| IISHARES IBONDS 2027 TERMIBHG |
| 0.35% | 0.34% | $55.0万 | 2.5万股 | $55.3万 | 2.5万股 | +107股+0.43% | 加仓 |
| F富达Covington信托FESM |
| 0.34% | 0.33% | $54.4万 | 1.4万股 | $54.4万 | 1.4万股 | -102股-0.71% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.32% | 0.47% | $50.5万 | 1.3万股 | $77.3万 | 1.6万股 | -2,432股-15.61% | 减仓 |
| IiShares安硕信托MTUM |
| 0.31% | 0.18% | $49.4万 | 2,057股 | $30.1万 | 1,202股 | +855股+71.13% | 加仓 |
| AALPS ETF信托AMLP |
| 0.3% | 0.26% | $47.9万 | 9,104股 | $42.7万 | 9,079股 | +25股+0.28% | 加仓 |
| IiShares安硕信托IBDS |
| 0.26% | 0.25% | $41.2万 | 1.7万股 | $41.1万 | 1.7万股 | +71股+0.42% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.26% | 0.24% | $40.3万 | 2,916股 | $38.8万 | 2,750股 | +166股+6.04% | 加仓 |
| IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM |
| 0.25% | 0.25% | $40.0万 | 8,440股 | $40.3万 | 8,440股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBHF |
| 0.24% | 0.23% | $37.6万 | 1.6万股 | $37.7万 | 1.6万股 | +17股+0.10% | 加仓 |
| IiShares安硕信托IEFA |
| 0.22% | 0.2% | $34.2万 | 3,783股 | $32.7万 | 3,653股 | +130股+3.56% | 加仓 |
| IiShares安硕信托IQLT |
| 0.2% | 1.68% | $32.0万 | 6,928股 | $274.3万 | 6.0万股 | -5.3万股-88.52% | 减仓 |
| IiShares安硕信托IWD |
| 0.18% | 0.17% | $27.8万 | 1,303股 | $27.4万 | 1,303股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.17% | 0.16% | $27.5万 | 1,431股 | $26.5万 | 1,386股 | +45股+3.25% | 加仓 |
| IiShares安硕RING |
| 0.17% | 0.27% | $26.8万 | 3,394股 | $43.8万 | 5,949股 | -2,555股-42.95% | 减仓 |