| SSPDR标普500 ETFSPY |
| 26.94% | 26.37% | $7,364.6万 | 9.9万股 | $6,405.1万 | 9.8万股 | +402股+0.41% | 加仓 |
| IiShares安硕·COREIJH |
| 10.94% | 10.81% | $2,991.2万 | 38.8万股 | $2,625.4万 | 38.9万股 | -871股-0.22% | 减仓 |
| IiShares安硕信托IVV |
| 10.81% | 10.57% | $2,955.3万 | 3.9万股 | $2,567.4万 | 3.9万股 | +158股+0.40% | 加仓 |
| IiShares安硕·COREIJR |
| 7.35% | 6.9% | $2,010.3万 | 13.6万股 | $1,676.5万 | 13.5万股 | +680股+0.50% | 加仓 |
| I景顺QQQ信托VOO |
| 5.61% | — | $1,534.7万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| IiShares安硕信托EEM |
| 4.97% | 4.62% | $1,359.8万 | 19.9万股 | $1,121.5万 | 19.7万股 | +1,289股+0.65% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 4.88% | 5.17% | $1,333.5万 | 12.8万股 | $1,255.9万 | 12.9万股 | -927股-0.72% | 减仓 |
| GGMO US QUALITY ETFGMOV |
| 3.15% | 3.01% | $860.3万 | 20.6万股 | $731.2万 | 20.2万股 | +4,591股+2.28% | 加仓 |
| IiShares安硕信托DGRO |
| 3.07% | 3.15% | $838.5万 | 11.1万股 | $765.3万 | 10.9万股 | +1,587股+1.46% | 加仓 |
| IiShares安硕信托AGG |
| 2.66% | 3% | $728.0万 | 7.4万股 | $729.1万 | 7.3万股 | +108股+0.15% | 加仓 |
| IiShares安硕信托DVY |
| 1.79% | 1.94% | $489.6万 | 3.1万股 | $470.5万 | 3.1万股 | +246股+0.79% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 1.75% | 1.57% | $478.0万 | 1.2万股 | $380.3万 | 1.2万股 | +15股+0.12% | 加仓 |
| IiShares安硕信托IEFA |
| 1.32% | 1.37% | $362.1万 | 3.7万股 | $333.5万 | 3.7万股 | +659股+1.79% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.32% | 1.22% | $359.4万 | 1.2万股 | $296.0万 | 1.2万股 | +27股+0.23% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.29% | 1.3% | $353.1万 | 5.0万股 | $315.9万 | 4.9万股 | +256股+0.52% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.29% | 1.31% | $352.4万 | 1.5万股 | $319.1万 | 1.5万股 | +52股+0.35% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.89% | 0.9% | $243.6万 | 1.1万股 | $218.9万 | 1.1万股 | +44股+0.39% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.82% | 0.89% | $224.7万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.73% | 0.65% | $198.6万 | 2.4万股 | $158.4万 | 2.3万股 | +1,269股+5.59% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.69% | 0.63% | $189.5万 | 1.1万股 | $153.3万 | 1.1万股 | +16股+0.15% | 加仓 |
 VanEck ETF信托GDXJ |
| 0.41% | 0.56% | $111.1万 | 1.1万股 | $135.7万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.41% | 0.4% | $111.0万 | 2,710股 | $96.4万 | 2,705股 | +5股+0.18% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.4% | 0.37% | $110.3万 | 6,970股 | $88.9万 | 6,964股 | +6股+0.09% | 加仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.39% | 0.23% | $105.4万 | 1.2万股 | $55.5万 | 6,930股 | +4,705股+67.89% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.36% | 0.36% | $99.0万 | 8,978股 | $87.1万 | 8,954股 | +24股+0.27% | 加仓 |
| GGlobal X Mlp EtfMLPA |
| 0.35% | 0.4% | $96.7万 | 1.8万股 | $96.3万 | 1.8万股 | +336股+1.88% | 加仓 |
| SSPDR黄金信托GLD |
| 0.3% | 0.4% | $82.7万 | 2,245股 | $96.6万 | 2,245股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.29% | 0.25% | $80.3万 | 2,154股 | $61.0万 | 1,649股 | +505股+30.62% | 加仓 |
 PTC THERAPEUTICSPTCT |
| 0.27% | 0.25% | $73.4万 | 9,000股 | $61.3万 | 9,000股 | 00.00% | 持仓不变 |
| IiShares安硕信托HDV |
| 0.26% | 0.14% | $70.6万 | 2.6万股 | $34.1万 | 2,516股 | +2.3万股+923.13% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.26% | 0.25% | $70.5万 | 5,676股 | $60.5万 | 1,418股 | +4,258股+300.28% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.24% | 0.24% | $65.7万 | 4,184股 | $57.7万 | 4,169股 | +15股+0.36% | 加仓 |
| IIBMIBM |
| 0.23% | 0.21% | $63.7万 | 2,266股 | $51.2万 | 2,114股 | +152股+7.19% | 加仓 |
| V先锋领航指数基金VOO |
| 0.21% | 4.95% | $56.7万 | 825股 | $1,203.2万 | 2.1万股 | -2.0万股-96.04% | 减仓 |
| IiShares安硕信托ICSH |
| 0.18% | — | $50.3万 | 9,939股 | $0 | 0股 | +9,939股 | 新买入 |
| V先锋领航指数基金VBK |
| 0.18% | 0.17% | $49.6万 | 1,356股 | $41.0万 | 1,355股 | +1股+0.07% | 加仓 |
| VVanEck ETF信托GDX |
| 0.18% | 0.25% | $49.1万 | 6,511股 | $60.3万 | 6,576股 | -65股-0.99% | 减仓 |
| IiShares安硕EWL |
| 0.18% | 0.19% | $49.0万 | 7,792股 | $45.0万 | 7,657股 | +135股+1.76% | 加仓 |
 GLOBAL PMTS COMGPN |
| 0.18% | 0.18% | $48.4万 | 6,673股 | $44.7万 | 6,648股 | +25股+0.38% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.17% | — | $46.1万 | 5,838股 | $0 | 0股 | +5,838股 | 新买入 |
| IiShares安硕·S&PIVE |
| 0.16% | 0.16% | $43.0万 | 1,895股 | $39.9万 | 1,888股 | +7股+0.37% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 0.15% | 0.16% | $41.5万 | 4,685股 | $38.4万 | 4,660股 | +25股+0.54% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.14% | 0.14% | $38.8万 | 2,515股 | $33.2万 | 2,511股 | +4股+0.16% | 加仓 |
| WWISDOMTREE U.S. AI ENHANCED VALUE FUNDAIVL |
| 0.14% | 0.14% | $38.1万 | 2,909股 | $34.0万 | 2,937股 | -28股-0.95% | 减仓 |
| V先锋领航指数基金VUG |
| 0.14% | 0.13% | $37.7万 | 4,371股 | $31.8万 | 728股 | +3,643股+500.41% | 加仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 0.14% | 0.11% | $37.4万 | 1,041股 | $26.1万 | 1,040股 | +1股+0.10% | 加仓 |
 苹果AAPL |
| 0.11% | 0.11% | $31.1万 | 1,073股 | $27.2万 | 1,073股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLU |
| 0.1% | 0.11% | $27.6万 | 6,089股 | $27.8万 | 6,050股 | +39股+0.64% | 加仓 |
| IiShares安硕信托GVI |
| 0.1% | 0.11% | $27.4万 | 2,545股 | $27.0万 | 2,539股 | +6股+0.24% | 加仓 |
 特灵科技TT |
| 0.1% | 0.1% | $27.3万 | 555股 | $23.1万 | 554股 | +1股+0.18% | 加仓 |
