| S道富SPYM |
| 8.99% | 6.51% | $8,142.0万 | 92.6万股 | $5,230.4万 | 68.3万股 | +24.3万股+35.58% | 加仓 |
 苹果AAPL |
| 4.58% | 4.47% | $4,152.5万 | 14.4万股 | $3,590.4万 | 14.1万股 | +2,034股+1.44% | 加仓 |
| IiShares安硕信托IVW |
| 3.46% | 3.19% | $3,135.8万 | 22.8万股 | $2,560.7万 | 22.6万股 | +1,614股+0.71% | 加仓 |
| B贝莱德ETF信托DYNF |
| 3.45% | 3.35% | $3,127.8万 | 46.0万股 | $2,692.0万 | 46.3万股 | -2,807股-0.61% | 减仓 |
| IiShares安硕信托IUSB |
| 3.17% | 2.11% | $2,869.0万 | 62.2万股 | $1,690.6万 | 36.6万股 | +25.6万股+69.85% | 加仓 |
| IiShares安硕信托IVV |
| 3.05% | 2.91% | $2,760.5万 | 3.7万股 | $2,334.5万 | 3.6万股 | +1,123股+3.14% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 3.04% | 3.06% | $2,749.0万 | 54.3万股 | $2,455.8万 | 49.2万股 | +5.1万股+10.41% | 加仓 |
| IiShares安硕信托GVI |
| 3.02% | 3.31% | $2,734.7万 | 25.4万股 | $2,660.0万 | 25.1万股 | +3,523股+1.41% | 加仓 |
| IiShares安硕·S&PIVE |
| 2.69% | 3.43% | $2,437.2万 | 10.7万股 | $2,757.2万 | 13.1万股 | -2.3万股-17.80% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 2.34% | 2.46% | $2,121.5万 | 91.7万股 | $1,978.2万 | 85.2万股 | +6.5万股+7.66% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 2.07% | 1.94% | $1,871.4万 | 5.1万股 | $1,557.0万 | 4.9万股 | +2,200股+4.49% | 加仓 |
| IiShares安硕信托LMUB |
| 1.9% | 1.52% | $1,722.8万 | 33.6万股 | $1,217.6万 | 24.4万股 | +9.2万股+37.93% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 1.87% | 1.55% | $1,691.6万 | 22.2万股 | $1,248.3万 | 18.2万股 | +4.0万股+21.91% | 加仓 |
| IiShares安硕信托ITOT |
| 1.83% | 1.79% | $1,657.7万 | 10.1万股 | $1,434.3万 | 10.1万股 | -138股-0.14% | 减仓 |
| B贝莱德ETF信托CORO |
| 1.79% | 1.79% | $1,624.2万 | 44.4万股 | $1,435.9万 | 44.7万股 | -2,818股-0.63% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.58% | 1.59% | $1,435.3万 | 11.6万股 | $1,277.9万 | 3.0万股 | +8.6万股+285.71% | 加仓 |
| B贝莱德ETF信托BAI |
| 1.52% | 1.36% | $1,374.6万 | 26.1万股 | $1,094.5万 | 33.2万股 | -7.1万股-21.50% | 减仓 |
| IiShares安硕信托GJS |
| 1.47% | 1.56% | $1,328.4万 | 58.3万股 | $1,250.2万 | 54.6万股 | +3.7万股+6.86% | 加仓 |
 iShares安硕·MBSACGL |
| 1.4% | 1.49% | $1,267.8万 | 13.4万股 | $1,197.8万 | 12.6万股 | +7,979股+6.32% | 加仓 |
| IiShares安硕信托IVLU |
| 1.32% | 1.44% | $1,194.3万 | 28.6万股 | $1,156.4万 | 29.1万股 | -5,842股-2.00% | 减仓 |
| B贝莱德ETF信托BLCR |
| 1.26% | 1.11% | $1,137.0万 | 22.6万股 | $887.4万 | 21.6万股 | +9,596股+4.44% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 1.18% | 1.2% | $1,070.9万 | 6.6万股 | $960.9万 | 8.6万股 | -1.9万股-22.66% | 减仓 |
| B贝莱德ETF信托LCTU |
| 1.16% | 1.15% | $1,050.7万 | 13.1万股 | $927.3万 | 13.2万股 | -1,127股-0.85% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 1.13% | 0.93% | $1,025.3万 | 4.1万股 | $745.7万 | 4.1万股 | -457股-1.11% | 减仓 |
| BBONDBLOXX ETF TRUSTXTEN |
| 1.13% | 2.07% | $1,019.2万 | 22.4万股 | $1,663.7万 | 36.3万股 | -13.9万股-38.37% | 减仓 |
| B贝莱德ETF信托THRO |
| 1.12% | 1.52% | $1,013.1万 | 23.5万股 | $1,223.6万 | 33.8万股 | -10.3万股-30.43% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 1.09% | 2.24% | $984.3万 | 4.5万股 | $1,801.6万 | 9.4万股 | -4.9万股-52.24% | 减仓 |
| B贝莱德ETF信托IALT |
| 0.96% | — | $866.7万 | 30.9万股 | $0 | 0股 | +30.9万股 | 新买入 |
| IiShares安硕信托SUSL |
| 0.9% | 0.87% | $817.7万 | 6.2万股 | $702.1万 | 6.2万股 | -206股-0.33% | 减仓 |
| IiShares安硕IEMG |
| 0.89% | 0.82% | $810.2万 | 9.8万股 | $655.2万 | 9.4万股 | +3,876股+4.13% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.85% | 0.81% | $769.1万 | 16.2万股 | $654.3万 | 13.8万股 | +2.5万股+17.90% | 加仓 |
| IiShares安硕信托IEV |
| 0.84% | 0.9% | $761.4万 | 10.5万股 | $723.0万 | 10.6万股 | -1,908股-1.79% | 减仓 |
| GGlobal X基金SHLD |
| 0.8% | 0.95% | $729.0万 | 12.2万股 | $765.8万 | 10.8万股 | +1.4万股+12.94% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.78% | 1.25% | $710.7万 | 7.4万股 | $1,002.3万 | 12.4万股 | -5.1万股-40.79% | 减仓 |
 亚马逊AMZN |
| 0.76% | 0.57% | $684.5万 | 2.9万股 | $454.5万 | 2.2万股 | +6,898股+31.61% | 加仓 |
| IiShares安硕信托IBDU |
| 0.75% | 0.92% | $682.5万 | 29.5万股 | $737.0万 | 31.9万股 | -2.4万股-7.46% | 减仓 |
| B贝莱德·ETF TRUST IIGGOV |
| 0.75% | — | $681.1万 | 13.5万股 | $0 | 0股 | +13.5万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.74% | 0.8% | $673.3万 | 1.9万股 | $640.1万 | 2.2万股 | -3,260股-14.61% | 减仓 |
| IiShares安硕信托EFV |
| 0.68% | 1.78% | $619.4万 | 8.1万股 | $1,427.3万 | 19.2万股 | -11.1万股-57.85% | 减仓 |
 微软MSFT |
| 0.67% | 0.72% | $610.2万 | 1.6万股 | $576.5万 | 1.6万股 | +784股+5.03% | 加仓 |
 Meta平台META |
| 0.64% | 0.65% | $580.2万 | 1.0万股 | $525.6万 | 9,186股 | +1,114股+12.13% | 加仓 |
| IiShares安硕信托DSI |
| 0.58% | 0.56% | $523.4万 | 3.7万股 | $446.4万 | 3.7万股 | -80股-0.22% | 减仓 |
| IiShares安硕信托USXF |
| 0.55% | 0.5% | $496.9万 | 7.2万股 | $398.5万 | 7.2万股 | -641股-0.89% | 减仓 |
| IiShares安硕信托EFG |
| 0.54% | 0.54% | $489.1万 | 3.9万股 | $430.7万 | 3.9万股 | +638股+1.65% | 加仓 |
 台积电TSM |
| 0.51% | 0.5% | $464.9万 | 9,734股 | $401.2万 | 1.2万股 | -2,137股-18.00% | 减仓 |
 谷歌AGOOGL |
| 0.48% | 0.52% | $436.5万 | 1.2万股 | $419.3万 | 1.5万股 | -2,366股-16.23% | 减仓 |
| IiShares安硕信托DVY |
| 0.47% | 0.52% | $427.8万 | 2.7万股 | $414.4万 | 2.7万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EUSB |
| 0.45% | 0.43% | $405.7万 | 9.3万股 | $342.8万 | 7.9万股 | +1.5万股+18.47% | 加仓 |
 英伟达NVDA |
| 0.43% | 0.37% | $393.0万 | 2.0万股 | $295.6万 | 1.7万股 | +2,694股+15.90% | 加仓 |
| WWORLD GOLD TRGLD |
| 0.37% | 0.42% | $331.1万 | 4.2万股 | $338.4万 | 3.7万股 | +5,181股+14.19% | 加仓 |
