| IiShares安硕信托IVV |
| 7.39% | 6.18% | $5.46亿 | 73.0万股 | $3.92亿 | 60.0万股 | +13.0万股+21.70% | 加仓 |
| PPROFESIONALLY MANAGED PORTFOCAML |
| 4.86% | 5.05% | $3.59亿 | 897.0万股 | $3.20亿 | 910.9万股 | -13.9万股-1.53% | 减仓 |
| SSEGALL BRYANT & HAMILL TRUSSE |
| 4.71% | 4.61% | $3.48亿 | 863.3万股 | $2.93亿 | 881.0万股 | -17.7万股-2.01% | 减仓 |
| IiShares安硕信托IEFA |
| 3.99% | 3.69% | $2.95亿 | 305.2万股 | $2.34亿 | 258.1万股 | +47.1万股+18.26% | 加仓 |
| V先锋领航·S&P MID-CAP 400 ETFIVOO |
| 3.38% | 2.72% | $2.50亿 | 191.6万股 | $1.73亿 | 151.1万股 | +40.5万股+26.81% | 加仓 |
| IiShares安硕信托AGG |
| 3.2% | 3.11% | $2.36亿 | 238.8万股 | $1.97亿 | 198.7万股 | +40.1万股+20.17% | 加仓 |
| PPROFESIONALLY MANAGED PORTFOCSMD |
| 3.01% | 3.01% | $2.23亿 | 610.0万股 | $1.91亿 | 621.8万股 | -11.8万股-1.90% | 减仓 |
| 22023 ETF SERIES TRUST BRAN US VALU ETFBUSA |
| 2.93% | 3.27% | $2.17亿 | 549.8万股 | $2.07亿 | 559.2万股 | -9.4万股-1.68% | 减仓 |
| IiShares安硕信托TLT |
| 2.68% | 2.88% | $1.98亿 | 229.1万股 | $1.83亿 | 211.0万股 | +18.1万股+8.58% | 加仓 |
| BBRANDES INTERNATIONAL ETF (USD)BINV |
| 2.28% | 2.68% | $1.68亿 | 401.2万股 | $1.70亿 | 411.6万股 | -10.4万股-2.52% | 减仓 |
| F富兰克林邓普顿ETF信托FLIA |
| 1.87% | 2.14% | $1.38亿 | 675.5万股 | $1.36亿 | 669.7万股 | +5.8万股+0.87% | 加仓 |
 英伟达NVDA |
| 1.81% | 1.81% | $1.33亿 | 66.7万股 | $1.15亿 | 65.7万股 | +9,819股+1.49% | 加仓 |
| 22023 ETF SERIES TRUSTBSMC |
| 1.73% | 1.88% | $1.28亿 | 327.6万股 | $1.19亿 | 328.9万股 | -1.3万股-0.38% | 减仓 |
 苹果AAPL |
| 1.7% | 1.64% | $1.26亿 | 43.5万股 | $1.04亿 | 41.0万股 | +2.5万股+6.18% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.53% | 1.45% | $1.13亿 | 233.5万股 | $9,176.6万 | 191.0万股 | +42.5万股+22.27% | 加仓 |
| F富兰克林邓普顿ETF信托FLCO |
| 1.28% | 1.55% | $9,428.6万 | 439.8万股 | $9,844.8万 | 459.6万股 | -19.8万股-4.32% | 减仓 |
 谷歌AGOOGL |
| 1.21% | 0.99% | $8,917.8万 | 25.0万股 | $6,283.0万 | 21.8万股 | +3.1万股+14.21% | 加仓 |
| F富兰克林·SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUNDFLBL |
| 1.16% | 1.39% | $8,559.4万 | 373.4万股 | $8,798.9万 | 382.6万股 | -9.1万股-2.38% | 减仓 |
| SSTATE STREET MULTI-ASSET REAL RETURN ETFRLY |
| 0.99% | 1.13% | $7,293.7万 | 211.4万股 | $7,164.8万 | 198.2万股 | +13.2万股+6.64% | 加仓 |
 亚马逊AMZN |
| 0.95% | 1.15% | $7,005.1万 | 29.4万股 | $7,312.4万 | 35.1万股 | -5.7万股-16.29% | 减仓 |
 微软MSFT |
| 0.91% | 1.26% | $6,725.9万 | 18.0万股 | $7,992.4万 | 21.6万股 | -3.6万股-16.49% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.89% | 0.9% | $6,574.2万 | 52.9万股 | $5,720.3万 | 13.4万股 | +39.5万股+294.66% | 加仓 |
| IiShares安硕信托IWY |
| 0.79% | 0.75% | $5,825.2万 | 20.0万股 | $4,766.6万 | 19.2万股 | +8,886股+4.64% | 加仓 |
| F富兰克林邓普顿ETF信托FLCB |
| 0.77% | 0.71% | $5,725.2万 | 267.5万股 | $4,507.5万 | 209.7万股 | +57.8万股+27.55% | 加仓 |
| F富兰克林邓普顿ETF信托FLHY |
| 0.75% | 0.87% | $5,531.1万 | 227.7万股 | $5,530.3万 | 229.1万股 | -1.4万股-0.60% | 减仓 |
 博通AVGO |
| 0.66% | 0.69% | $4,888.7万 | 12.9万股 | $4,404.0万 | 14.2万股 | -1.3万股-9.05% | 减仓 |
 Meta平台META |
| 0.66% | 0.85% | $4,886.1万 | 8.7万股 | $5,383.2万 | 9.4万股 | -7,348股-7.81% | 减仓 |
| VVANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESEDV |
| 0.65% | 0.93% | $4,795.5万 | 73.7万股 | $5,891.3万 | 90.7万股 | -17.0万股-18.76% | 减仓 |
 阿斯麦ASML |
| 0.59% | — | $4,371.0万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 台积电TSM |
| 0.54% | 0.41% | $3,973.1万 | 8.3万股 | $2,596.8万 | 7.7万股 | +6,355股+8.27% | 加仓 |
| IiShares安硕信托IUSV |
| 0.53% | 0.58% | $3,903.3万 | 35.4万股 | $3,662.0万 | 35.8万股 | -3,777股-1.05% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.52% | 0.45% | $3,839.3万 | 9.7万股 | $2,882.0万 | 9.2万股 | +5,617股+6.12% | 加仓 |
 VisaV |
| 0.51% | 0.55% | $3,735.5万 | 10.9万股 | $3,495.6万 | 11.6万股 | -6,781股-5.86% | 减仓 |
 摩根大通JPM |
| 0.5% | — | $3,661.4万 | 11.2万股 | $0 | 0股 | +11.2万股 | 新买入 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.47% | 0.36% | $3,451.7万 | 25.1万股 | $2,259.9万 | 19.7万股 | +5.4万股+27.52% | 加仓 |
| IiShares安硕信托IWV |
| 0.46% | 0.47% | $3,366.1万 | 7.9万股 | $2,966.4万 | 8.0万股 | -1,083股-1.35% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.44% | 0.44% | $3,253.9万 | 29.5万股 | $2,771.6万 | 28.5万股 | +9,891股+3.47% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.43% | 0.44% | $3,170.4万 | 21.7万股 | $2,819.7万 | 22.0万股 | -3,541股-1.61% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.42% | 0.43% | $3,104.2万 | 4.2万股 | $2,738.4万 | 4.2万股 | -539股-1.28% | 减仓 |
 PALO ALTOPANW |
| 0.4% | 0.21% | $2,958.8万 | 8.7万股 | $1,346.7万 | 8.4万股 | +2,765股+3.29% | 加仓 |
 派克汉尼汾PH |
| 0.39% | 0.43% | $2,854.2万 | 2.9万股 | $2,715.5万 | 3.0万股 | -1,152股-3.80% | 减仓 |
 埃克森美孚XOM |
| 0.37% | 0.54% | $2,703.6万 | 19.8万股 | $3,414.8万 | 20.1万股 | -3,524股-1.75% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.35% | 0.32% | $2,586.0万 | 7.3万股 | $2,004.2万 | 7.0万股 | +3,322股+4.75% | 加仓 |
 德州仪器TXN |
| 0.34% | 0.28% | $2,507.2万 | 8.4万股 | $1,780.1万 | 9.2万股 | -7,578股-8.26% | 减仓 |
| I景顺自营指数基金OMFS |
| 0.33% | 0.31% | $2,463.0万 | 46.2万股 | $1,995.7万 | 44.1万股 | +2.1万股+4.73% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 0.33% | 0.38% | $2,435.0万 | 25.7万股 | $2,405.7万 | 25.2万股 | +5,412股+2.15% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.32% | 0.35% | $2,349.8万 | 4.7万股 | $2,190.6万 | 4.6万股 | +1,244股+2.72% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.31% | 0.31% | $2,309.3万 | 97.5万股 | $1,992.8万 | 92.7万股 | +4.8万股+5.17% | 加仓 |
 伊顿ETN |
| 0.3% | 0.3% | $2,185.5万 | 5.1万股 | $1,887.7万 | 5.3万股 | -1,491股-2.82% | 减仓 |
 强生JNJ |
| 0.29% | 0.33% | $2,141.4万 | 8.4万股 | $2,104.8万 | 8.6万股 | -1,788股-2.08% | 减仓 |
