| IiShares安硕·S&PIVE |
| 9.67% | 9.94% | $6,762.9万 | 29.8万股 | $6,274.3万 | 29.7万股 | +694股+0.23% | 加仓 |
| IiShares安硕信托IVW |
| 9.63% | 8.98% | $6,734.2万 | 49.0万股 | $5,668.5万 | 50.1万股 | -1.1万股-2.29% | 减仓 |
| IiShares安硕信托IEFA |
| 6.44% | 6.61% | $4,504.1万 | 46.6万股 | $4,170.5万 | 46.1万股 | +5,676股+1.23% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 3.31% | 3.22% | $2,313.0万 | 16.9万股 | $2,029.9万 | 17.1万股 | -2,146股-1.25% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 2.83% | 2.56% | $1,977.3万 | 11.1万股 | $1,618.8万 | 11.2万股 | -1,151股-1.03% | 减仓 |
| SSPDR道富系列信托SPYG |
| 2.42% | 2.3% | $1,694.4万 | 14.2万股 | $1,451.4万 | 14.8万股 | -5,844股-3.94% | 减仓 |
| S道富SPYV |
| 2.39% | 2.51% | $1,672.8万 | 27.5万股 | $1,586.2万 | 28.0万股 | -5,177股-1.85% | 减仓 |
| SSPDR道富指数基金SPDW |
| 2.31% | 2.35% | $1,617.3万 | 32.1万股 | $1,484.6万 | 32.5万股 | -4,265股-1.31% | 减仓 |
| IiShares安硕信托HYG |
| 2.16% | 2.3% | $1,511.8万 | 18.9万股 | $1,454.7万 | 18.3万股 | +6,195股+3.39% | 加仓 |
| IiShares安硕IEMG |
| 2.11% | 2.01% | $1,473.5万 | 17.8万股 | $1,269.6万 | 18.2万股 | -4,141股-2.28% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 1.79% | 1.84% | $1,252.6万 | 54.1万股 | $1,164.0万 | 50.0万股 | +4.0万股+8.07% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 1.78% | 1.8% | $1,241.7万 | 57.0万股 | $1,136.1万 | 51.9万股 | +5.1万股+9.75% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 1.71% | 1.74% | $1,194.6万 | 57.3万股 | $1,098.0万 | 52.5万股 | +4.9万股+9.27% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Treasury EtfIBTK |
| 1.68% | 1.71% | $1,174.9万 | 60.1万股 | $1,082.2万 | 54.9万股 | +5.3万股+9.57% | 加仓 |
| IiShares安硕信托IBTJ |
| 1.64% | 1.68% | $1,148.5万 | 53.0万股 | $1,060.6万 | 48.6万股 | +4.5万股+9.26% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Treasury EtfIBTL |
| 1.61% | 1.63% | $1,128.2万 | 55.9万股 | $1,026.3万 | 50.3万股 | +5.6万股+11.06% | 加仓 |
 泛林集团LRCX |
| 1.51% | 1% | $1,052.8万 | 2.4万股 | $632.9万 | 3.0万股 | -5,324股-17.97% | 减仓 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 1.5% | 1.22% | $1,047.2万 | 41.6万股 | $768.4万 | 30.4万股 | +11.2万股+36.71% | 加仓 |
| IiShares安硕信托EMB |
| 1.41% | 1.48% | $988.3万 | 10.2万股 | $934.4万 | 9.9万股 | +2,996股+3.01% | 加仓 |
| IiShares安硕信托IBTM |
| 1.41% | 1.16% | $985.9万 | 43.4万股 | $731.3万 | 31.9万股 | +11.5万股+36.21% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 1.04% | 1.14% | $724.9万 | 14.2万股 | $717.8万 | 14.1万股 | +1,125股+0.80% | 加仓 |
 微软MSFT |
| 0.97% | 1.07% | $675.0万 | 1.8万股 | $673.7万 | 1.8万股 | -104股-0.57% | 减仓 |
| IiShares安硕信托IBDZ |
| 0.87% | 0.79% | $604.8万 | 23.2万股 | $501.3万 | 19.2万股 | +4.0万股+20.70% | 加仓 |
| IiShares安硕信托IBDY |
| 0.85% | 0.78% | $595.2万 | 23.1万股 | $489.4万 | 18.9万股 | +4.2万股+22.12% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.84% | 0.84% | $588.9万 | 5.4万股 | $529.3万 | 5.6万股 | -1,985股-3.55% | 减仓 |
| IiShares安硕信托IBTO |
| 0.84% | 0.76% | $588.6万 | 24.4万股 | $480.7万 | 19.7万股 | +4.7万股+23.77% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.84% | 0.87% | $587.8万 | 11.4万股 | $549.3万 | 11.7万股 | -3,591股-3.07% | 减仓 |
| S道富SLYG |
| 0.76% | 0.71% | $533.1万 | 4.5万股 | $447.3万 | 4.6万股 | -1,543股-3.33% | 减仓 |
 博通AVGO |
| 0.66% | 0.62% | $459.2万 | 1.2万股 | $388.8万 | 1.3万股 | -408股-3.25% | 减仓 |
| IISHARES IBONDS DEC 2035 TERM CORPORATE ETFIBCA |
| 0.66% | 0.57% | $459.1万 | 17.9万股 | $359.5万 | 14.0万股 | +3.9万股+27.86% | 加仓 |
| IiShares安硕信托IBTQ |
| 0.64% | 0.55% | $445.8万 | 17.8万股 | $350.3万 | 13.8万股 | +3.9万股+28.39% | 加仓 |
| IiShares安硕信托IBTP |
| 0.63% | 0.6% | $442.7万 | 17.4万股 | $375.7万 | 14.7万股 | +2.8万股+18.98% | 加仓 |
| V先锋领航指数基金VBK |
| 0.63% | 0.6% | $440.3万 | 1.2万股 | $378.6万 | 1.3万股 | -488股-3.90% | 减仓 |
| V先锋领航指数基金VUG |
| 0.62% | 0.6% | $430.2万 | 5.0万股 | $377.5万 | 8,643股 | +4.1万股+477.87% | 加仓 |
| IiShares安硕信托IDEV |
| 0.61% | 0.65% | $427.3万 | 4.8万股 | $408.0万 | 4.9万股 | -817股-1.67% | 减仓 |
 德州仪器TXN |
| 0.59% | 0.45% | $410.2万 | 1.4万股 | $286.2万 | 1.5万股 | -979股-6.64% | 减仓 |
 高盛GS |
| 0.54% | 0.52% | $374.8万 | 3,706股 | $326.1万 | 3,855股 | -149股-3.87% | 减仓 |
 AMD超威AMD |
| 0.51% | 0.22% | $356.7万 | 6,141股 | $137.8万 | 6,776股 | -635股-9.37% | 减仓 |
| IiShares安硕信托IBDT |
| 0.48% | 1% | $338.8万 | 13.4万股 | $632.4万 | 25.0万股 | -11.5万股-46.25% | 减仓 |
 Arista网络ANET |
| 0.48% | 0.41% | $335.8万 | 2.0万股 | $260.6万 | 2.1万股 | -1,457股-6.87% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.47% | 0.37% | $328.1万 | 3.6万股 | $235.6万 | 3.6万股 | -494股-1.35% | 减仓 |
 思科CSCO |
| 0.47% | 0.37% | $327.4万 | 2.8万股 | $233.9万 | 3.0万股 | -2,276股-7.55% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.47% | 0.49% | $325.9万 | 3.1万股 | $307.8万 | 3.2万股 | -309股-0.98% | 减仓 |
 礼来LLY |
| 0.47% | 0.39% | $325.5万 | 2,714股 | $246.0万 | 2,675股 | +39股+1.46% | 加仓 |
 亚马逊AMZN |
| 0.45% | 0.43% | $312.7万 | 1.3万股 | $269.0万 | 1.3万股 | +203股+1.57% | 加仓 |
 艾伯维ABBV |
| 0.44% | 0.42% | $307.2万 | 1.2万股 | $267.3万 | 1.2万股 | -79股-0.64% | 减仓 |
| IiShares安硕信托IBTI |
| 0.44% | 0.91% | $306.0万 | 13.8万股 | $574.3万 | 25.8万股 | -12.0万股-46.38% | 减仓 |
 卡特彼勒CAT |
| 0.43% | 0.32% | $300.9万 | 2,826股 | $203.7万 | 2,875股 | -49股-1.70% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.41% | 0.43% | $288.7万 | 3.5万股 | $273.7万 | 3.5万股 | +182股+0.52% | 加仓 |
 谷歌AGOOGL |
| 0.39% | 0.36% | $275.8万 | 7,717股 | $229.0万 | 7,962股 | -245股-3.08% | 减仓 |
