| IiShares安硕信托MTUM |
| 13.68% | 11.79% | $4,008.6万 | 11.7万股 | $2,975.9万 | 12.4万股 | -7,076股-5.71% | 减仓 |
| S嘉信策略信托SCHD |
| 10.49% | 7.82% | $3,073.8万 | 96.9万股 | $1,973.5万 | 64.3万股 | +32.6万股+50.69% | 加仓 |
| IiShares安硕信托VLUE |
| 9.3% | 13.32% | $2,726.9万 | 13.6万股 | $3,361.7万 | 23.6万股 | -10.0万股-42.28% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 8.62% | 9.35% | $2,526.7万 | 61.3万股 | $2,361.4万 | 60.6万股 | +6,409股+1.06% | 加仓 |
| GGMO US QUALITY ETFGMOV |
| 6.36% | 6.32% | $1,862.8万 | 44.8万股 | $1,595.3万 | 44.1万股 | +6,650股+1.51% | 加仓 |
| AALPS O SHRS U S SML CP QLTY DIV ETFOUSM |
| 6.13% | 6.38% | $1,795.2万 | 37.8万股 | $1,609.8万 | 36.8万股 | +9,756股+2.65% | 加仓 |
| V先锋领航·FSTEVWO |
| 5.86% | 6.08% | $1,718.5万 | 28.8万股 | $1,534.3万 | 28.4万股 | +4,043股+1.42% | 加仓 |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 4.88% | — | $1,430.5万 | 28.2万股 | $0 | 0股 | +28.2万股 | 新买入 |
| IiShares安硕·MSCIQUAL |
| 3.25% | 3.41% | $952.6万 | 4.3万股 | $859.8万 | 4.5万股 | -1,413股-3.15% | 减仓 |
| IiShares安硕IEMG |
| 2.67% | 0.71% | $782.9万 | 9.5万股 | $179.2万 | 2.6万股 | +6.9万股+267.91% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 2.54% | — | $743.6万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| A美国世纪ETF信托AVEM |
| 2.45% | 2.35% | $716.7万 | 7.4万股 | $594.5万 | 7.4万股 | +503股+0.68% | 加仓 |
| V先锋领航全球基金ESGV |
| 1.54% | 1.58% | $452.7万 | 3.4万股 | $400.0万 | 3.6万股 | -1,398股-3.92% | 减仓 |
| S道富SPYX |
| 1.43% | 1.45% | $419.8万 | 6.9万股 | $365.3万 | 6.9万股 | -174股-0.25% | 减仓 |
| IISHARES LOW CARBON OPTIMIZED MSCI ACWI ETFCRBN |
| 1.23% | 1.26% | $360.5万 | 1.4万股 | $317.5万 | 1.4万股 | +4股+0.03% | 加仓 |
 苹果AAPL |
| 1.18% | 1.26% | $346.6万 | 1.2万股 | $318.1万 | 1.3万股 | -555股-4.43% | 减仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 1.02% | 1.17% | $298.6万 | 6.5万股 | $294.3万 | 6.8万股 | -2,907股-4.26% | 减仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.81% | 0.85% | $236.6万 | 1.7万股 | $213.7万 | 1.7万股 | -404股-2.37% | 减仓 |
| V先锋领航·CORE PLUS BOND ETFVPLS |
| 0.75% | — | $219.7万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| V先锋领航指数基金VTV |
| 0.67% | 0.76% | $197.8万 | 9,076股 | $192.2万 | 9,797股 | -721股-7.36% | 减仓 |
| NNUVEEN ESGNUSC |
| 0.67% | 0.7% | $196.5万 | 3.8万股 | $176.3万 | 3.9万股 | -1,408股-3.60% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.66% | 0.78% | $194.1万 | 3.3万股 | $197.6万 | 3.3万股 | -286股-0.86% | 减仓 |
| IiShares安硕信托ILF |
| 0.64% | 0.8% | $186.3万 | 5.5万股 | $203.1万 | 5.7万股 | -1,981股-3.46% | 减仓 |
| AAMPLIFY ETF TRHACK |
| 0.61% | 0.58% | $177.8万 | 2.2万股 | $146.3万 | 2.2万股 | -85股-0.38% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.59% | — | $172.2万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| V先锋领航·FTSEVEA |
| 0.58% | 0.88% | $169.9万 | 2.4万股 | $221.4万 | 3.5万股 | -1.1万股-30.97% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.53% | 0.63% | $156.2万 | 3.0万股 | $159.7万 | 3.4万股 | -3,877股-11.39% | 减仓 |
 雷神技术RTX |
| 0.51% | 0.6% | $149.3万 | 7,868股 | $151.8万 | 7,868股 | 00.00% | 持仓不变 |
| I景顺·S&PSPHQ |
| 0.48% | 0.46% | $140.4万 | 1.6万股 | $117.3万 | 1.6万股 | -12股-0.08% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.41% | 0.46% | $120.4万 | 2.5万股 | $116.0万 | 2.4万股 | +1,008股+4.13% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.41% | 0.46% | $119.2万 | 7,540股 | $115.9万 | 7,827股 | -287股-3.67% | 减仓 |
 埃克森美孚XOM |
| 0.39% | 0.66% | $114.1万 | 8,342股 | $165.4万 | 9,750股 | -1,408股-14.44% | 减仓 |
| IiShares安硕信托GJS |
| 0.36% | 0.38% | $106.6万 | 4.7万股 | $96.1万 | 4.2万股 | +4,851股+11.57% | 加仓 |
 GE航空GE |
| 0.36% | 0.42% | $106.1万 | 2,839股 | $106.4万 | 3,751股 | -912股-24.31% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.39% | $102.6万 | 2,050股 | $98.2万 | 2,050股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JPIN |
| 0.34% | 0.41% | $99.5万 | 1.4万股 | $103.4万 | 1.5万股 | -747股-5.15% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.32% | 0.32% | $93.6万 | 1,253股 | $81.9万 | 1,259股 | -6股-0.48% | 减仓 |
| H哈特福德·FDS EXCHANGE TRADEDHMOP |
| 0.31% | 0.37% | $91.8万 | 2.3万股 | $94.2万 | 2.4万股 | -875股-3.60% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.29% | 0.31% | $83.9万 | 6,753股 | $77.3万 | 1,812股 | +4,941股+272.68% | 加仓 |
 GE VernovaGEV |
| 0.28% | 0.32% | $82.2万 | 700股 | $80.2万 | 919股 | -219股-23.83% | 减仓 |
| V先锋领航·WELLINGTON FDVFVA |
| 0.26% | 0.33% | $75.9万 | 5,116股 | $84.4万 | 6,268股 | -1,152股-18.38% | 减仓 |
| SSPDR黄金信托GLD |
| 0.26% | 3.48% | $74.8万 | 2,030股 | $877.5万 | 2.0万股 | -1.8万股-90.05% | 减仓 |
 亚马逊AMZN |
| 0.25% | 0.28% | $74.3万 | 3,117股 | $70.0万 | 3,361股 | -244股-7.26% | 减仓 |
| IiShares安硕信托USMV |
| 0.22% | 0.24% | $63.3万 | 6,563股 | $60.9万 | 6,563股 | 00.00% | 持仓不变 |
| F富达·MSCIFIDU |
| 0.21% | 0.22% | $62.4万 | 6,326股 | $55.9万 | 6,980股 | -654股-9.37% | 减仓 |
| NNYLI MERGER ARBITRAGE ETFMNA |
| 0.2% | 0.25% | $59.9万 | 1.6万股 | $63.3万 | 1.7万股 | -997股-5.73% | 减仓 |
 家得宝HD |
| 0.17% | 0.18% | $48.9万 | 1,387股 | $45.9万 | 1,396股 | -9股-0.64% | 减仓 |
 强生JNJ |
| 0.17% | 0.27% | $48.7万 | 1,920股 | $67.1万 | 2,745股 | -825股-30.05% | 减仓 |
 科磊KLAC |
| 0.15% | 0.14% | $43.8万 | 1,451股 | $36.4万 | 247股 | +1,204股+487.45% | 加仓 |
 钢铁动力STLD |
| 0.14% | 0.15% | $41.1万 | 1,790股 | $38.9万 | 2,160股 | -370股-17.13% | 减仓 |
