| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 9.12% | 8.89% | $5,853.8万 | 168.2万股 | $5,195.6万 | 170.3万股 | -2.2万股-1.28% | 减仓 |
| V先锋领航指数基金VUG |
| 7.83% | 7.23% | $5,025.0万 | 58.3万股 | $4,224.6万 | 9.7万股 | +48.7万股+503.13% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 7.51% | 7.99% | $4,822.9万 | 51.0万股 | $4,669.9万 | 48.9万股 | +2.1万股+4.23% | 加仓 |
| IiShares黄金信托IAU |
| 7.49% | 9.43% | $4,806.4万 | 63.7万股 | $5,511.8万 | 62.5万股 | +1.1万股+1.81% | 加仓 |
| V先锋领航指数基金VOO |
| 6.85% | 6.46% | $4,398.1万 | 6.4万股 | $3,775.5万 | 6.3万股 | +854股+1.35% | 加仓 |
| I景顺QQQ信托VOO |
| 4.92% | 0.08% | $3,157.3万 | 4.3万股 | $48.4万 | 839股 | +4.2万股+5,010.25% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 4.75% | — | $3,049.0万 | 20.8万股 | $0 | 0股 | +20.8万股 | 新买入 |
| IiShares安硕·COREIJH |
| 4.66% | — | $2,992.7万 | 38.8万股 | $0 | 0股 | +38.8万股 | 新买入 |
| IiShares安硕信托IVV |
| 4.45% | 0.09% | $2,854.7万 | 3.8万股 | $50.1万 | 767股 | +3.7万股+4,869.88% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 4.38% | — | $2,809.7万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
| PPIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUNDZROZ |
| 4.06% | 4.23% | $2,607.4万 | 40.7万股 | $2,472.5万 | 38.6万股 | +2.1万股+5.31% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 3.56% | 3.73% | $2,286.3万 | 41.4万股 | $2,180.1万 | 39.4万股 | +2.0万股+5.20% | 加仓 |
| WWisdomTree·BLOOMBERG US DOLLAR BULLISH FUNDUSDU |
| 3.26% | 3.42% | $2,090.6万 | 78.2万股 | $1,999.1万 | 75.9万股 | +2.2万股+2.94% | 加仓 |
| S道富SPYM |
| 2.33% | 2.25% | $1,494.9万 | 17.0万股 | $1,318.0万 | 17.2万股 | -2,085股-1.21% | 减仓 |
| SSPDR道富系列信托SPYG |
| 2.19% | 1.99% | $1,408.3万 | 11.8万股 | $1,163.2万 | 11.9万股 | -444股-0.37% | 减仓 |
| S道富SPYV |
| 2.04% | 2.09% | $1,311.2万 | 21.6万股 | $1,224.3万 | 21.6万股 | -706股-0.33% | 减仓 |
| PProShares信托QLD |
| 2.03% | 1.46% | $1,306.1万 | 13.5万股 | $853.9万 | 14.0万股 | -5,003股-3.57% | 减仓 |
| PProShares信托SSO |
| 1.77% | 1.55% | $1,137.2万 | 16.9万股 | $908.5万 | 17.5万股 | -6,346股-3.62% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.71% | 1.65% | $1,095.4万 | 1.5万股 | $965.9万 | 1.5万股 | -183股-1.23% | 减仓 |
| PProShares信托DDM |
| 1.68% | 1.47% | $1,079.8万 | 16.5万股 | $861.3万 | 16.5万股 | -701股-0.42% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.94% | 0.92% | $605.1万 | 1.7万股 | $540.4万 | 1.7万股 | -450股-2.65% | 减仓 |
 苹果AAPL |
| 0.89% | 0.87% | $568.8万 | 2.0万股 | $506.0万 | 2.0万股 | -281股-1.41% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.69% | 0.63% | $439.8万 | 3.5万股 | $370.2万 | 8,681股 | +2.7万股+308.05% | 加仓 |
| IiShares安硕信托USXF |
| 0.66% | 0.61% | $424.6万 | 6.1万股 | $358.7万 | 6.5万股 | -3,839股-5.91% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.65% | 0.61% | $415.8万 | 12.3万股 | $358.3万 | 12.3万股 | -151股-0.12% | 减仓 |
| PPIMCO RAFI ESG U.S. ETF PIMCO RAFI ESG U.S. ETFRAFE |
| 0.65% | 0.64% | $414.9万 | 8.7万股 | $375.1万 | 9.0万股 | -3,470股-3.85% | 减仓 |
| IiShares安硕信托IVW |
| 0.63% | 0.61% | $405.7万 | 3.0万股 | $356.8万 | 3.2万股 | -2,045股-6.48% | 减仓 |
| V先锋领航指数基金VTV |
| 0.56% | 0.56% | $361.8万 | 1.7万股 | $325.4万 | 1.7万股 | +14股+0.08% | 加仓 |
| DDBX ETF信托SNPE |
| 0.56% | 0.54% | $357.6万 | 5.2万股 | $315.6万 | 5.3万股 | -1,056股-1.99% | 减仓 |
| IiShares安硕信托ILCG |
| 0.56% | 0.51% | $356.8万 | 3.0万股 | $298.1万 | 3.1万股 | -735股-2.35% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.46% | 0.51% | $294.0万 | 1.3万股 | $299.1万 | 1.4万股 | -1,218股-8.60% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.4% | 0.38% | $255.1万 | 6,229股 | $224.2万 | 6,287股 | -58股-0.92% | 减仓 |
| S嘉信策略信托SCHR |
| 0.39% | 0.43% | $250.3万 | 10.1万股 | $249.3万 | 10.0万股 | +1,433股+1.43% | 加仓 |
| IiShares安硕信托IWD |
| 0.35% | 0.3% | $227.2万 | 9,373股 | $173.8万 | 8,133股 | +1,240股+15.25% | 加仓 |
| SSPDR道富系列信托SPTL |
| 0.32% | 0.36% | $208.2万 | 7.9万股 | $211.0万 | 8.0万股 | -846股-1.05% | 减仓 |
| IiShares安硕信托SHV |
| 0.3% | 0.32% | $191.1万 | 1.7万股 | $189.9万 | 1.7万股 | +112股+0.65% | 加仓 |
| S道富SPTI |
| 0.29% | 0.3% | $187.7万 | 6.6万股 | $173.5万 | 6.1万股 | +5,592股+9.24% | 加仓 |
| S嘉信·USSCHX |
| 0.28% | 0.24% | $178.9万 | 6.1万股 | $140.2万 | 5.5万股 | +6,117股+11.19% | 加仓 |
| IISHARES MORNINGSTAR VALUE ETFILCV |
| 0.26% | 0.28% | $169.9万 | 1.7万股 | $162.9万 | 1.7万股 | -709股-4.05% | 减仓 |
 摩根大通JPM |
| 0.22% | 0.22% | $138.2万 | 4,221股 | $126.2万 | 4,289股 | -68股-1.59% | 减仓 |
| IiShares安硕·DOW JONES U.S. ETFIYY |
| 0.18% | 0.17% | $115.0万 | 6,310股 | $100.9万 | 6,368股 | -58股-0.91% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.17% | 0.15% | $112.2万 | 2,242股 | $89.9万 | 1,876股 | +366股+19.51% | 加仓 |
 强生JNJ |
| 0.15% | 0.16% | $96.8万 | 3,813股 | $93.6万 | 3,828股 | -15股-0.39% | 减仓 |
| IiShares安硕信托IEI |
| 0.15% | 0.16% | $93.6万 | 7,971股 | $94.5万 | 7,971股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.13% | 0.12% | $81.6万 | 2,310股 | $69.1万 | 2,409股 | -99股-4.11% | 减仓 |
 Meta平台META |
| 0.12% | 0.14% | $77.2万 | 1,370股 | $80.1万 | 1,400股 | -30股-2.14% | 减仓 |
 英伟达NVDA |
| 0.12% | 0.11% | $77.0万 | 3,849股 | $67.1万 | 3,848股 | +1股+0.03% | 加仓 |
| IiShares安硕信托IWY |
| 0.12% | 0.13% | $74.3万 | 2,558股 | $76.0万 | 3,055股 | -497股-16.27% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.11% | 0.12% | $68.0万 | 1.4万股 | $70.9万 | 1.4万股 | -589股-4.18% | 减仓 |
 谷歌AGOOGL |
| 0.11% | 0.1% | $68.0万 | 1,902股 | $56.5万 | 1,964股 | -62股-3.16% | 减仓 |
