| S嘉信·USSCHX |
| 11.65% | 11.56% | $1.79亿 | 317.3万股 | $1.69亿 | 334.5万股 | -17.2万股-5.15% | 减仓 |
| S道富SPAB |
| 6.79% | 6.74% | $1.04亿 | 406.9万股 | $9,863.1万 | 405.2万股 | +1.7万股+0.41% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 5.99% | 5.32% | $9,198.8万 | 62.5万股 | $7,789.5万 | 59.1万股 | +3.4万股+5.77% | 加仓 |
| IiShares安硕信托ITOT |
| 3.27% | 3.32% | $5,018.6万 | 47.8万股 | $4,865.7万 | 51.8万股 | -4.0万股-7.68% | 减仓 |
| IiShares安硕信托EFV |
| 2.53% | 3.02% | $3,888.3万 | 74.6万股 | $4,416.9万 | 90.3万股 | -15.6万股-17.32% | 减仓 |
| IiShares安硕信托EFG |
| 2.47% | 3.14% | $3,791.5万 | 39.1万股 | $4,596.5万 | 53.3万股 | -14.1万股-26.50% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.97% | — | $3,031.3万 | 54.7万股 | $0 | 0股 | +54.7万股 | 新买入 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 1.9% | 1.26% | $2,923.8万 | 23.8万股 | $1,844.1万 | 17.6万股 | +6.2万股+35.52% | 加仓 |
 iShares安硕·MBSACGL |
| 1.9% | 1.97% | $2,913.1万 | 31.0万股 | $2,888.1万 | 32.5万股 | -1.6万股-4.79% | 减仓 |
 苹果AAPL |
| 1.87% | 1.82% | $2,867.3万 | 14.9万股 | $2,663.1万 | 15.6万股 | -6,622股-4.26% | 减仓 |
| IiShares安硕信托USMV |
| 1.77% | 2.14% | $2,724.0万 | 34.9万股 | $3,130.0万 | 43.2万股 | -8.3万股-19.27% | 减仓 |
| IiShares安硕信托ICSH |
| 1.75% | 2.22% | $2,691.4万 | 53.3万股 | $3,249.5万 | 64.0万股 | -10.7万股-16.73% | 减仓 |
| IiShares安硕信托IVLU |
| 1.52% | 1.59% | $2,338.2万 | 88.2万股 | $2,322.2万 | 91.6万股 | -3.4万股-3.68% | 减仓 |
| SSPDR道富系列信托SPTL |
| 1.48% | 1.51% | $2,276.5万 | 78.4万股 | $2,204.0万 | 84.3万股 | -5.8万股-6.93% | 减仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 1.33% | 1% | $2,050.1万 | 34.4万股 | $1,464.1万 | 24.6万股 | +9.7万股+39.47% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 1.29% | — | $1,981.9万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
| IiShares安硕信托IVW |
| 1.21% | 1.03% | $1,862.3万 | 24.8万股 | $1,503.3万 | 22.0万股 | +2.8万股+12.86% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.18% | 2.09% | $1,815.1万 | 23.8万股 | $3,061.5万 | 42.3万股 | -18.6万股-43.87% | 减仓 |
 微软MSFT |
| 1.17% | 1.08% | $1,798.0万 | 4.8万股 | $1,582.7万 | 5.0万股 | -2,312股-4.61% | 减仓 |
| FFIRST TRUST LARGE CAP CORE ALPHADEX FUNDFEX |
| 0.87% | 0.83% | $1,333.8万 | 14.8万股 | $1,208.9万 | 14.9万股 | -1,123股-0.75% | 减仓 |
| I景顺交易所交易基金信托XLG |
| 0.76% | 0.63% | $1,170.6万 | 31.0万股 | $923.7万 | 27.2万股 | +3.8万股+14.09% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.73% | 0.7% | $1,118.9万 | 33.7万股 | $1,029.0万 | 34.4万股 | -7,063股-2.06% | 减仓 |
| IiShares安硕信托GVI |
| 0.72% | 1.05% | $1,108.5万 | 10.2万股 | $1,541.2万 | 15.0万股 | -4.8万股-31.97% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.7% | 0.66% | $1,076.1万 | 36.8万股 | $966.9万 | 36.9万股 | -917股-0.25% | 减仓 |
| IiShares安硕信托CMF |
| 0.67% | 0.73% | $1,036.2万 | 17.9万股 | $1,075.2万 | 19.6万股 | -1.7万股-8.78% | 减仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.61% | 0.69% | $940.8万 | 18.6万股 | $1,009.8万 | 20.2万股 | -1.6万股-7.99% | 减仓 |
| IiShares安硕信托TIP |
| 0.61% | 0.71% | $934.8万 | 8.7万股 | $1,037.0万 | 10.0万股 | -1.3万股-13.02% | 减仓 |
| J骏利亨德森JAAA |
| 0.6% | 0.09% | $924.2万 | 18.4万股 | $133.0万 | 2.6万股 | +15.7万股+595.29% | 加仓 |
| I景顺自营指数基金BSCO |
| 0.59% | 0.6% | $906.9万 | 43.4万股 | $882.9万 | 42.7万股 | +7,084股+1.66% | 加仓 |
| IiShares安硕信托GJS |
| 0.57% | 0.86% | $876.3万 | 38.0万股 | $1,265.4万 | 57.4万股 | -19.4万股-33.76% | 减仓 |
| IiShares安硕·GLOBAL ENERGY ETFIXC |
| 0.57% | — | $873.3万 | 22.3万股 | $0 | 0股 | +22.3万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.56% | 0.37% | $866.0万 | 2.0万股 | $540.0万 | 1.4万股 | +6,075股+44.18% | 加仓 |
| IiShares安硕信托IEV |
| 0.56% | 0.59% | $865.3万 | 16.4万股 | $870.8万 | 18.2万股 | -1.9万股-10.28% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.56% | 0.35% | $864.0万 | 3.3万股 | $511.9万 | 2.2万股 | +1.1万股+51.17% | 加仓 |
| IiShares安硕信托SUSL |
| 0.55% | 0.55% | $841.7万 | 10.0万股 | $797.9万 | 10.6万股 | -6,063股-5.73% | 减仓 |
| F第一信托·EXCHANGE-TRADED ALPFYX |
| 0.51% | 0.47% | $780.3万 | 8.5万股 | $693.8万 | 8.6万股 | -786股-0.91% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.48% | 0.42% | $736.4万 | 15.0万股 | $617.5万 | 15.1万股 | -1,509股-1.00% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 0.47% | 0.53% | $718.9万 | 17.0万股 | $782.8万 | 19.4万股 | -2.4万股-12.56% | 减仓 |
 亚马逊AMZN |
| 0.42% | 0.38% | $642.3万 | 4.2万股 | $551.2万 | 4.3万股 | -1,082股-2.50% | 减仓 |
| IiShares安硕信托SHV |
| 0.41% | 0.22% | $636.7万 | 5.8万股 | $315.5万 | 2.9万股 | +2.9万股+102.40% | 加仓 |
| IiShares安硕信托EMB |
| 0.41% | 0.47% | $628.4万 | 7.1万股 | $682.2万 | 8.3万股 | -1.2万股-14.65% | 减仓 |
| S道富SPIB |
| 0.41% | 0.46% | $627.8万 | 19.1万股 | $668.0万 | 21.2万股 | -2.1万股-9.97% | 减仓 |
| F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP |
| 0.39% | 0.39% | $604.0万 | 21.8万股 | $577.3万 | 21.9万股 | -407股-0.19% | 减仓 |
| IiShares安硕信托IFRA |
| 0.39% | 0.4% | $602.8万 | 15.0万股 | $590.7万 | 16.1万股 | -1.2万股-7.28% | 减仓 |
| IiShares安硕信托STIP |
| 0.37% | 0.35% | $572.8万 | 5.8万股 | $507.3万 | 5.2万股 | +5,759股+11.00% | 加仓 |
| IINVESCO BULLETSHARES 2025 CORPORATE BOND ETFBSCA |
| 0.36% | 0.23% | $554.7万 | 27.1万股 | $337.8万 | 16.8万股 | +10.3万股+61.46% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.36% | 0.18% | $551.8万 | 10.8万股 | $264.3万 | 5.5万股 | +5.3万股+96.70% | 加仓 |
| IInnovator ETF信托PMAR |
| 0.33% | 0.33% | $513.9万 | 14.4万股 | $487.5万 | 14.6万股 | -1,290股-0.89% | 减仓 |
| IiShares安硕信托IVV |
| 0.33% | 0.38% | $504.8万 | 1.1万股 | $558.2万 | 1.3万股 | -2,429股-18.69% | 减仓 |
| IiShares安硕信托MTUM |
| 0.33% | 0.31% | $502.6万 | 3.2万股 | $459.7万 | 3.3万股 | -872股-2.65% | 减仓 |
