| IiShares安硕信托IEFA |
| 17.42% | 16.96% | $26.09亿 | 2,708.3万股 | $22.22亿 | 2,533.4万股 | +175.0万股+6.91% | 加仓 |
 iShares安硕·MBSACGL |
| 9.38% | 10.18% | $14.04亿 | 1,480.5万股 | $13.34亿 | 1,407.2万股 | +73.3万股+5.21% | 加仓 |
| IiShares安硕IEMG |
| 9.27% | 9.21% | $13.87亿 | 1,697.6万股 | $12.06亿 | 1,791.9万股 | -94.4万股-5.27% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 5.31% | 5.51% | $7.95亿 | 965.1万股 | $7.21亿 | 948.1万股 | +17.0万股+1.80% | 加仓 |
| IiShares安硕信托ITOT |
| 5.1% | 5.14% | $7.63亿 | 469.7万股 | $6.73亿 | 490.0万股 | -20.3万股-4.14% | 减仓 |
| IiShares安硕信托GJS |
| 4.07% | 4.47% | $6.09亿 | 2,664.7万股 | $5.86亿 | 2,560.8万股 | +104.0万股+4.06% | 加仓 |
| IISHARES BROADUSIG |
| 3.99% | 4.42% | $5.97亿 | 1,159.6万股 | $5.79亿 | 1,136.9万股 | +22.7万股+2.00% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 3.39% | 3.35% | $5.07亿 | 415.8万股 | $4.38亿 | 106.7万股 | +309.1万股+289.83% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 2.81% | 3.14% | $4.21亿 | 1,135.6万股 | $4.12亿 | 1,128.2万股 | +7.4万股+0.65% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 2.21% | 2.18% | $3.31亿 | 149.6万股 | $2.86亿 | 154.6万股 | -5.0万股-3.24% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 2.18% | 2.44% | $3.27亿 | 645.2万股 | $3.20亿 | 642.2万股 | +3.0万股+0.47% | 加仓 |
| IiShares安硕·ESGEFA |
| 2.02% | 2.03% | $3.02亿 | 295.1万股 | $2.66亿 | 287.5万股 | +7.6万股+2.65% | 加仓 |
 谷歌AGOOGL |
| 1.62% | 1.51% | $2.43亿 | 68.0万股 | $1.98亿 | 68.9万股 | -8,555股-1.24% | 减仓 |
 英伟达NVDA |
| 1.36% | 1.28% | $2.04亿 | 102.0万股 | $1.67亿 | 95.8万股 | +6.2万股+6.51% | 加仓 |
| FFLEXSHARES QUALITY DIVIDEND INDEX FUNDQDF |
| 1.31% | 1.36% | $1.96亿 | 218.9万股 | $1.78亿 | 230.1万股 | -11.3万股-4.89% | 减仓 |
| IiShares安硕信托AGG |
| 1.29% | 1.39% | $1.93亿 | 194.5万股 | $1.83亿 | 184.3万股 | +10.2万股+5.53% | 加仓 |
 苹果AAPL |
| 1.26% | 1.29% | $1.89亿 | 65.2万股 | $1.69亿 | 66.7万股 | -1.5万股-2.20% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 1.22% | 1.07% | $1.83亿 | 46.8万股 | $1.40亿 | 46.7万股 | +1,687股+0.36% | 加仓 |
| IiShares安硕信托IWD |
| 1.03% | 1.03% | $1.54亿 | 63.6万股 | $1.35亿 | 64.6万股 | -9,694股-1.50% | 减仓 |
| IiShares安硕ESGE |
| 1% | 0.99% | $1.50亿 | 277.6万股 | $1.30亿 | 296.2万股 | -18.5万股-6.25% | 减仓 |
 微软MSFT |
| 0.88% | 1.26% | $1.32亿 | 35.4万股 | $1.65亿 | 44.7万股 | -9.3万股-20.74% | 减仓 |
 亚马逊AMZN |
| 0.87% | 0.95% | $1.30亿 | 54.7万股 | $1.25亿 | 60.0万股 | -5.3万股-8.86% | 减仓 |
| IiShares安硕信托IQLT |
| 0.71% | — | $1.07亿 | 216.5万股 | $0 | 0股 | +216.5万股 | 新买入 |
 博通AVGO |
| 0.7% | 0.69% | $1.05亿 | 27.9万股 | $9,004.4万 | 29.1万股 | -1.2万股-4.17% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.63% | 0.66% | $9,484.8万 | 23.3万股 | $8,680.6万 | 25.0万股 | -1.7万股-6.77% | 减仓 |
| IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF |
| 0.57% | 0.66% | $8,502.4万 | 280.0万股 | $8,643.2万 | 286.1万股 | -6.1万股-2.15% | 减仓 |
 联合健康UNH |
| 0.55% | 0.42% | $8,162.5万 | 19.6万股 | $5,457.7万 | 20.2万股 | -5,310股-2.63% | 减仓 |
 摩根大通JPM |
| 0.54% | 0.53% | $8,129.4万 | 24.8万股 | $6,939.7万 | 23.6万股 | +1.2万股+5.25% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.53% | 0.49% | $7,894.5万 | 156.0万股 | $6,368.9万 | 127.7万股 | +28.3万股+22.17% | 加仓 |
 Meta平台META |
| 0.46% | 0.73% | $6,945.5万 | 12.3万股 | $9,567.1万 | 16.7万股 | -4.4万股-26.27% | 减仓 |
 美光科技MU |
| 0.41% | 0.03% | $6,103.0万 | 5.3万股 | $338.2万 | 1.0万股 | +4.3万股+427.89% | 加仓 |
 应用材料AMAT |
| 0.39% | 0.22% | $5,766.4万 | 8.0万股 | $2,935.8万 | 8.6万股 | -6,143股-7.15% | 减仓 |
 iShares安硕信托FITB |
| 0.38% | 0.36% | $5,690.5万 | 102.7万股 | $4,673.9万 | 102.5万股 | +1,625股+0.16% | 加仓 |
 VisaV |
| 0.37% | 0.35% | $5,539.7万 | 16.1万股 | $4,619.2万 | 15.3万股 | +8,635股+5.65% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.34% | 0.35% | $5,135.9万 | 10.3万股 | $4,649.8万 | 9.7万股 | +5,604股+5.77% | 加仓 |
 万事达MA |
| 0.3% | 0.31% | $4,447.4万 | 8.7万股 | $4,091.4万 | 8.2万股 | +4,708股+5.75% | 加仓 |
 NEBIUSNBIS |
| 0.29% | — | $4,412.4万 | 16.0万股 | $0 | 0股 | +16.0万股 | 新买入 |
| V先锋领航指数基金VUG |
| 0.29% | 0.06% | $4,326.4万 | 51.0万股 | $764.7万 | 1.8万股 | +49.2万股+2,727.89% | 加仓 |
 礼来LLY |
| 0.28% | 0.25% | $4,223.7万 | 3.5万股 | $3,238.9万 | 3.5万股 | -16股-0.05% | 减仓 |
 台积电TSM |
| 0.28% | 0.23% | $4,202.4万 | 8.8万股 | $2,987.8万 | 8.8万股 | -415股-0.47% | 减仓 |
| VVANECK INTERMEDIATE MUNIETFITM |
| 0.28% | 0.34% | $4,191.9万 | 89.2万股 | $4,396.2万 | 94.7万股 | -5.5万股-5.78% | 减仓 |
| V先锋领航市政债券基金VTEI |
| 0.28% | 0.33% | $4,186.3万 | 41.5万股 | $4,386.5万 | 43.9万股 | -2.4万股-5.54% | 减仓 |
| T赛默飞世尔TMO |
| 0.25% | 0.3% | $3,782.8万 | 7.5万股 | $3,917.1万 | 8.0万股 | -4,245股-5.33% | 减仓 |
 CrowdStrikeCRWD |
| 0.24% | 0.18% | $3,648.6万 | 4.8万股 | $2,299.3万 | 5.9万股 | -1.1万股-18.82% | 减仓 |
 波音BA |
| 0.24% | 0.26% | $3,635.8万 | 16.8万股 | $3,379.4万 | 17.0万股 | -1,837股-1.08% | 减仓 |
| IiShares安硕信托GVI |
| 0.24% | 0.32% | $3,611.0万 | 33.9万股 | $4,127.1万 | 38.8万股 | -4.8万股-12.48% | 减仓 |
 特斯拉TSLA |
| 0.24% | 0.18% | $3,591.6万 | 8.5万股 | $2,423.3万 | 6.5万股 | +2.0万股+31.00% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 0.23% | 0.24% | $3,485.7万 | 68.8万股 | $3,124.5万 | 62.5万股 | +6.3万股+10.09% | 加仓 |
 AMD超威AMD |
| 0.23% | 0.12% | $3,447.5万 | 5.9万股 | $1,582.4万 | 7.8万股 | -1.8万股-23.67% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.23% | 0.17% | $3,446.5万 | 14.0万股 | $2,223.9万 | 10.7万股 | +3.3万股+30.97% | 加仓 |
