| IiShares安硕信托IEFA |
| 4.8% | 4.59% | $3.63亿 | 376.3万股 | $2.96亿 | 327.5万股 | +48.8万股+14.91% | 加仓 |
 VanEck ETF信托SMH |
| 3.82% | 2.53% | $2.89亿 | 44.1万股 | $1.64亿 | 42.7万股 | +1.4万股+3.22% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 3.52% | 3.85% | $2.67亿 | 187.9万股 | $2.49亿 | 198.9万股 | -11.0万股-5.54% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 3.48% | 2.82% | $2.63亿 | 104.3万股 | $1.82亿 | 100.5万股 | +3.8万股+3.79% | 加仓 |
 苹果AAPL |
| 3.38% | 3.61% | $2.56亿 | 88.4万股 | $2.34亿 | 92.1万股 | -3.6万股-3.97% | 减仓 |
| SSPDR行业精选信托XLK |
| 3.2% | 2.59% | $2.42亿 | 127.0万股 | $1.67亿 | 125.9万股 | +1.1万股+0.91% | 加仓 |
| IiShares安硕信托EFV |
| 3% | 3.22% | $2.27亿 | 296.9万股 | $2.08亿 | 280.3万股 | +16.6万股+5.93% | 加仓 |
 英伟达NVDA |
| 2.95% | 2.7% | $2.23亿 | 111.6万股 | $1.75亿 | 100.2万股 | +11.5万股+11.46% | 加仓 |
| JJPMORGAN INTERNATIONAL VALUE ETFJIVE |
| 2.93% | 2.04% | $2.22亿 | 241.1万股 | $1.32亿 | 153.8万股 | +87.3万股+56.78% | 加仓 |
| S道富SPAB |
| 2.63% | 3.09% | $1.99亿 | 780.8万股 | $1.99亿 | 778.5万股 | +2.3万股+0.29% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.63% | 3.69% | $1.99亿 | 352.5万股 | $2.39亿 | 420.9万股 | -68.4万股-16.25% | 减仓 |
| S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI |
| 2.54% | 2.97% | $1.92亿 | 848.7万股 | $1.92亿 | 845.5万股 | +3.2万股+0.37% | 加仓 |
| V先锋领航·TOTALBND |
| 2.33% | 2.73% | $1.77亿 | 240.7万股 | $1.76亿 | 239.6万股 | +1.1万股+0.46% | 加仓 |
| I景顺QQQ信托VOO |
| 2.31% | 2% | $1.75亿 | 23.8万股 | $1.29亿 | 22.4万股 | +1.4万股+6.31% | 加仓 |
| S道富SPYM |
| 2.22% | 1.48% | $1.68亿 | 191.3万股 | $9,538.9万 | 124.6万股 | +66.7万股+53.50% | 加仓 |
| GGlobal X基金PAVE |
| 2.12% | 1.28% | $1.60亿 | 272.3万股 | $8,261.5万 | 162.6万股 | +109.7万股+67.45% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.09% | 1.88% | $1.58亿 | 44.8万股 | $1.21亿 | 42.3万股 | +2.5万股+5.96% | 加仓 |
| IISHARES US FINANCIAL SERVICES ETFIYG |
| 1.82% | 1.89% | $1.38亿 | 152.3万股 | $1.22亿 | 147.8万股 | +4.5万股+3.06% | 加仓 |
 微软MSFT |
| 1.8% | 1.71% | $1.36亿 | 36.5万股 | $1.11亿 | 29.9万股 | +6.7万股+22.28% | 加仓 |
| IiShares安硕信托IVV |
| 1.8% | 1.82% | $1.36亿 | 18.2万股 | $1.18亿 | 18.0万股 | +1,515股+0.84% | 加仓 |
| J骏利亨德森JAAA |
| 1.76% | 2.06% | $1.33亿 | 264.2万股 | $1.33亿 | 264.3万股 | -971股-0.04% | 减仓 |
| IiShares安硕信托TLH |
| 1.76% | 2.06% | $1.33亿 | 132.5万股 | $1.33亿 | 132.1万股 | +3,539股+0.27% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.67% | 1.75% | $1.27亿 | 206.0万股 | $1.13亿 | 204.2万股 | +1.8万股+0.89% | 加仓 |
 亚马逊AMZN |
| 1.63% | 1.56% | $1.23亿 | 51.6万股 | $1.01亿 | 48.3万股 | +3.3万股+6.92% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.45% | 1.64% | $1.10亿 | 116.1万股 | $1.06亿 | 111.0万股 | +5.1万股+4.59% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.39% | 1.14% | $1.05亿 | 102.7万股 | $7,355.6万 | 93.5万股 | +9.2万股+9.83% | 加仓 |
| IiShares安硕IEMG |
| 1.31% | 1.21% | $9,885.7万 | 119.3万股 | $7,834.2万 | 112.3万股 | +7.0万股+6.25% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.18% | 1.27% | $8,934.7万 | 170.5万股 | $8,178.9万 | 155.6万股 | +14.9万股+9.55% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.1% | 1.18% | $8,356.2万 | 52.7万股 | $7,640.0万 | 52.1万股 | +5,564股+1.07% | 加仓 |
| S道富XLI |
| 1.09% | 1.11% | $8,214.3万 | 44.3万股 | $7,151.9万 | 44.2万股 | +1,251股+0.28% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.06% | 2.15% | $7,994.1万 | 158.1万股 | $1.39亿 | 274.3万股 | -116.2万股-42.37% | 减仓 |
 摩根大通JPM |
| 0.88% | 0.87% | $6,658.3万 | 20.3万股 | $5,615.4万 | 19.1万股 | +1.3万股+6.56% | 加仓 |
| GGLOBAL X AI SEMICONDUCTOR & QUANTUMCHPX |
| 0.87% | — | $6,566.0万 | 61.8万股 | $0 | 0股 | +61.8万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.85% | 0.54% | $6,468.5万 | 12.9万股 | $3,476.2万 | 7.3万股 | +5.7万股+78.20% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.83% | 0.98% | $6,294.9万 | 106.7万股 | $6,316.3万 | 106.1万股 | +6,609股+0.62% | 加仓 |
| HHARTFORD DISCIPLINED US EQUITY ETFHDUS |
| 0.82% | 0.8% | $6,212.8万 | 87.4万股 | $5,192.0万 | 82.3万股 | +5.1万股+6.20% | 加仓 |
 沃尔玛WMT |
| 0.79% | 1.29% | $5,995.5万 | 52.9万股 | $8,339.7万 | 67.1万股 | -14.2万股-21.11% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.77% | 0.93% | $5,825.1万 | 54.4万股 | $6,032.3万 | 54.4万股 | -389股-0.07% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.76% | 0.82% | $5,718.6万 | 48.8万股 | $5,294.7万 | 48.6万股 | +1,764股+0.36% | 加仓 |
| IISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFISHG |
| 0.75% | — | $5,650.6万 | 76.1万股 | $0 | 0股 | +76.1万股 | 新买入 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.72% | 0.85% | $5,469.3万 | 66.2万股 | $5,466.7万 | 66.1万股 | +1,114股+0.17% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.71% | 1.08% | $5,369.5万 | 67.9万股 | $6,993.5万 | 88.2万股 | -20.3万股-22.99% | 减仓 |
| IISHARES MSCI EUROPE FINANCIALS ETFEUFN |
| 0.7% | 0.69% | $5,318.2万 | 136.4万股 | $4,478.5万 | 128.5万股 | +7.9万股+6.14% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.66% | 0.76% | $4,971.9万 | 187.5万股 | $4,903.0万 | 187.1万股 | +3,395股+0.18% | 加仓 |
| JJPMORGAN BETABUILDERS CANADA ETFBBCA |
| 0.62% | 0.65% | $4,698.9万 | 47.3万股 | $4,230.2万 | 45.0万股 | +2.3万股+5.11% | 加仓 |
| IiShares安硕·10 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGLB |
| 0.61% | 0.66% | $4,591.3万 | 91.8万股 | $4,250.6万 | 85.6万股 | +6.1万股+7.13% | 加仓 |
 哈特福德·INSURANCEHIG |
| 0.55% | 0.62% | $4,151.9万 | 31.3万股 | $4,027.1万 | 29.8万股 | +1.6万股+5.21% | 加仓 |
 礼来LLY |
| 0.52% | 0.44% | $3,954.3万 | 3.3万股 | $2,845.7万 | 3.1万股 | +2,029股+6.56% | 加仓 |
| PPIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUNDZROZ |
| 0.47% | 0.55% | $3,573.1万 | 55.7万股 | $3,561.1万 | 55.6万股 | +1,084股+0.19% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.46% | 0.63% | $3,513.8万 | 66.2万股 | $4,046.7万 | 66.1万股 | +1,032股+0.16% | 加仓 |
