 VOYA FINANCIALVOYA |
| 45.29% | 1.03% | $3.69亿 | 407.7万股 | $407.7万 | 407.7万股 | 00.00% | 持仓不变 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 8.69% | 14.67% | $7,084.3万 | 52.6万股 | $5,832.6万 | 49.8万股 | +2.8万股+5.64% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 4.65% | 9.46% | $3,786.7万 | 45.9万股 | $3,760.0万 | 49.6万股 | -3.7万股-7.54% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 3.96% | 7.74% | $3,223.9万 | 68.7万股 | $3,075.9万 | 65.3万股 | +3.3万股+5.12% | 加仓 |
| J摩根大通交易所交易基金JEMA |
| 3.84% | 6.33% | $3,131.6万 | 49.0万股 | $2,517.1万 | 48.4万股 | +6,409股+1.32% | 加仓 |
| PPIMCO太平洋投资管理ETFLDUR |
| 3.51% | 6.81% | $2,863.0万 | 29.9万股 | $2,709.6万 | 28.3万股 | +1.7万股+5.89% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 3.02% | 5.2% | $2,464.1万 | 19.8万股 | $2,069.5万 | 4.9万股 | +15.0万股+308.84% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.83% | 5.14% | $2,306.2万 | 33.0万股 | $2,044.4万 | 32.7万股 | +2,540股+0.78% | 加仓 |
| IiShares安硕信托AGG |
| 2.48% | 4.77% | $2,021.2万 | 20.4万股 | $1,897.2万 | 19.1万股 | +1.3万股+6.85% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FBBIB |
| 2.41% | 4.6% | $1,961.1万 | 20.1万股 | $1,828.5万 | 18.5万股 | +1.5万股+8.33% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 2.4% | 4.17% | $1,953.6万 | 27.0万股 | $1,657.7万 | 27.0万股 | -71股-0.03% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 2.07% | 3.79% | $1,689.4万 | 42.7万股 | $1,506.9万 | 42.2万股 | +5,260股+1.25% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 1.3% | 2.42% | $1,056.6万 | 30.2万股 | $963.8万 | 28.6万股 | +1.5万股+5.36% | 加仓 |
| IiShares安硕信托USMV |
| 1.16% | 2.15% | $946.4万 | 9.8万股 | $853.5万 | 9.2万股 | +6,073股+6.60% | 加仓 |
 苹果AAPL |
| 1.16% | 1.96% | $942.6万 | 3.3万股 | $779.5万 | 3.1万股 | +1,602股+5.16% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 0.75% | 1.38% | $607.9万 | 13.2万股 | $549.8万 | 11.9万股 | +1.3万股+10.60% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.65% | 1.25% | $528.2万 | 9.8万股 | $497.0万 | 9.4万股 | +3,603股+3.83% | 加仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders International Equity EtfBBIN |
| 0.61% | 1.2% | $500.6万 | 6.4万股 | $478.1万 | 6.5万股 | -1,274股-1.95% | 减仓 |
| JJPMORGAN U.S. MOMENTUM FACTORJMOM |
| 0.56% | 0.92% | $453.1万 | 5.3万股 | $366.4万 | 5.4万股 | -926股-1.72% | 减仓 |
| IiShares安硕信托IWY |
| 0.5% | 0.89% | $406.4万 | 1.4万股 | $353.5万 | 1.4万股 | -221股-1.56% | 减仓 |
 微软MSFT |
| 0.46% | 0.94% | $378.6万 | 1.0万股 | $372.9万 | 1.0万股 | +43股+0.43% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.43% | 0.83% | $351.3万 | 1.7万股 | $328.4万 | 1.7万股 | -599股-3.50% | 减仓 |
| IiShares安硕信托IXUS |
| 0.37% | 0.7% | $303.8万 | 3.2万股 | $280.1万 | 3.2万股 | -504股-1.56% | 减仓 |
| J摩根大通交易所交易基金BBAG |
| 0.37% | 0.78% | $298.4万 | 6.5万股 | $311.7万 | 6.8万股 | -2,591股-3.84% | 减仓 |
| IISHARES US TREASURY BONDETFGBF |
| 0.36% | 0.64% | $294.3万 | 2.8万股 | $254.4万 | 2.4万股 | +3,919股+16.05% | 加仓 |
| S嘉信策略信托SCHR |
| 0.36% | 0.7% | $293.0万 | 11.9万股 | $278.7万 | 11.2万股 | +6,962股+6.22% | 加仓 |
 NEXTNAVNN |
| 0.34% | — | $273.8万 | 15.4万股 | $0 | 0股 | +15.4万股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 0.22% | 0.38% | $181.3万 | 6,034股 | $152.9万 | 6,167股 | -133股-2.16% | 减仓 |
| I景顺交易所交易基金信托PDP |
| 0.2% | 0.33% | $164.3万 | 1.1万股 | $131.8万 | 1.1万股 | -86股-0.79% | 减仓 |
 亚马逊AMZN |
| 0.2% | 0.33% | $161.0万 | 6,753股 | $133.0万 | 6,440股 | +313股+4.86% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.2% | 0.19% | $160.7万 | 5.4万股 | $76.3万 | 2.5万股 | +2.8万股+110.95% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 0.2% | 0.1% | $160.4万 | 3.0万股 | $38.4万 | 7,145股 | +2.3万股+319.72% | 加仓 |
| J摩根大通·BETABUILDERS EUROPE ETFBBEU |
| 0.19% | 0.39% | $154.8万 | 2.0万股 | $153.9万 | 2.1万股 | -1,345股-6.33% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.19% | 0.35% | $154.2万 | 4.4万股 | $138.1万 | 4.5万股 | -996股-2.20% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.17% | 0.31% | $139.2万 | 1.3万股 | $122.6万 | 1.3万股 | -199股-1.54% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.14% | 0.28% | $114.8万 | 1.4万股 | $110.6万 | 1.4万股 | -146股-1.04% | 减仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 0.13% | 0.2% | $107.3万 | 3.1万股 | $78.3万 | 2.3万股 | +7,900股+33.75% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.12% | 0.23% | $101.2万 | 4,612股 | $90.3万 | 4,710股 | -98股-2.08% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.12% | 0.24% | $100.5万 | 2,008股 | $96.7万 | 2,018股 | -10股-0.50% | 减仓 |
| IiShares安硕IEMG |
| 0.12% | 0.21% | $99.3万 | 1.2万股 | $85.3万 | 1.2万股 | -244股-1.99% | 减仓 |
 宝洁PG |
| 0.12% | 0.24% | $98.8万 | 6,735股 | $96.3万 | 6,667股 | +68股+1.02% | 加仓 |
| IiShares安硕信托IUSB |
| 0.11% | 0.23% | $93.1万 | 2.0万股 | $91.9万 | 2.0万股 | +264股+1.33% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.11% | 0.21% | $88.0万 | 5,549股 | $82.0万 | 5,591股 | -42股-0.75% | 减仓 |
| IiShares安硕信托IVV |
| 0.1% | 0.18% | $82.0万 | 1,096股 | $69.7万 | 1,067股 | +29股+2.72% | 加仓 |
 阿斯麦ASML |
| 0.1% | 0.13% | $80.0万 | 402股 | $53.1万 | 402股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.09% | 0.15% | $73.3万 | 3,663股 | $61.4万 | 3,679股 | -16股-0.43% | 减仓 |
| J摩根大通交易所交易基金JPEM |
| 0.09% | 0.18% | $70.6万 | 1.1万股 | $72.8万 | 1.2万股 | -477股-4.07% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.09% | 0.15% | $69.4万 | 8,466股 | $60.1万 | 8,479股 | -13股-0.15% | 减仓 |
 万事达MA |
| 0.08% | 0.16% | $68.3万 | 1,330股 | $65.6万 | 1,327股 | +3股+0.23% | 加仓 |
| IISHARES TR MRNING SM CP ETFISCV |
| 0.08% | 0.15% | $67.1万 | 8,573股 | $59.7万 | 8,586股 | -13股-0.15% | 减仓 |
