| IiShares安硕信托ITOT |
| 10.76% | 10.24% | $5,434.9万 | 33.1万股 | $4,673.1万 | 32.8万股 | +2,753股+0.84% | 加仓 |
| S道富SPYM |
| 7.25% | 7.52% | $3,662.3万 | 41.7万股 | $3,430.4万 | 44.8万股 | -3.1万股-7.02% | 减仓 |
| IiShares安硕信托IVV |
| 5.84% | 5.59% | $2,949.8万 | 3.9万股 | $2,549.1万 | 3.9万股 | +365股+0.94% | 加仓 |
| B贝莱德ETF信托DYNF |
| 4.72% | 4.25% | $2,383.3万 | 35.0万股 | $1,937.9万 | 33.3万股 | +1.7万股+5.21% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 3.42% | 3.51% | $1,724.9万 | 32.2万股 | $1,601.4万 | 29.8万股 | +2.5万股+8.26% | 加仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 2.83% | 2.72% | $1,427.2万 | 19.0万股 | $1,242.4万 | 18.5万股 | +5,300股+2.86% | 加仓 |
| SSTATE STREET MULTI-ASSET REAL RETURN ETFRLY |
| 2.73% | 3.02% | $1,379.9万 | 40.0万股 | $1,379.2万 | 38.2万股 | +1.8万股+4.80% | 加仓 |
| J摩根大通·BETABUILDERSBBJP |
| 2.73% | 2.75% | $1,378.8万 | 18.3万股 | $1,255.6万 | 18.2万股 | +880股+0.48% | 加仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHPI |
| 2.71% | 2.67% | $1,366.4万 | 60.2万股 | $1,218.3万 | 54.0万股 | +6.2万股+11.56% | 加仓 |
| S道富SPTI |
| 2.63% | 2.78% | $1,329.8万 | 47.0万股 | $1,269.0万 | 44.4万股 | +2.6万股+5.78% | 加仓 |
| IiShares安硕信托IXUS |
| 2.57% | 2.45% | $1,298.6万 | 13.6万股 | $1,117.9万 | 12.9万股 | +7,032股+5.45% | 加仓 |
| I景顺QQQ信托VOO |
| 2.5% | 2.29% | $1,261.0万 | 1.7万股 | $1,042.8万 | 1.8万股 | -943股-5.22% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 2.33% | 2.31% | $1,174.9万 | 31.9万股 | $1,051.8万 | 31.0万股 | +9,279股+3.00% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 2.3% | 2.32% | $1,162.5万 | 19.1万股 | $1,058.5万 | 19.3万股 | -1,465股-0.76% | 减仓 |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 2.07% | 1.53% | $1,045.0万 | 20.6万股 | $695.9万 | 13.7万股 | +6.9万股+50.30% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 1.96% | 2.04% | $987.7万 | 18.9万股 | $929.7万 | 17.9万股 | +9,678股+5.41% | 加仓 |
| AAB DISRUPTORS ETFFWD |
| 1.87% | — | $942.4万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
| MMORGAN STANLEY ETF TRUSTEVLN |
| 1.67% | 1.9% | $844.0万 | 17.4万股 | $865.2万 | 18.0万股 | -5,582股-3.11% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.65% | 1.31% | $830.6万 | 2.7万股 | $596.2万 | 2.5万股 | +2,323股+9.26% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.39% | 0.69% | $701.7万 | 26.5万股 | $313.9万 | 12.0万股 | +14.5万股+120.85% | 加仓 |
 苹果AAPL |
| 1.32% | 1.28% | $666.7万 | 2.3万股 | $584.1万 | 2.3万股 | +24股+0.10% | 加仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 1.27% | 1.15% | $639.4万 | 8.5万股 | $525.5万 | 8.1万股 | +4,763股+5.91% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.26% | 1.34% | $634.6万 | 3.0万股 | $613.2万 | 3.2万股 | -2,128股-6.66% | 减仓 |
| IiShares安硕IEMG |
| 1.26% | 1.08% | $634.4万 | 7.7万股 | $491.8万 | 7.1万股 | +6,078股+8.62% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 1.24% | 1.02% | $626.6万 | 7.6万股 | $463.9万 | 6.4万股 | +1.2万股+18.74% | 加仓 |
| S道富SPAB |
| 1.18% | 1.03% | $593.3万 | 23.3万股 | $468.2万 | 18.3万股 | +5.0万股+27.22% | 加仓 |
 卡特彼勒CAT |
| 1.08% | 0.8% | $543.6万 | 5,105股 | $363.5万 | 5,131股 | -26股-0.51% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 0.91% | 0.87% | $458.8万 | 5.7万股 | $398.5万 | 5.8万股 | -1,756股-3.01% | 减仓 |
| G通用动力VTI |
| 0.7% | 0.59% | $354.5万 | 9,580股 | $270.4万 | 8,429股 | +1,151股+13.66% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.65% | 0.82% | $327.3万 | 2.1万股 | $372.0万 | 2.5万股 | -4,407股-17.55% | 减仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.55% | 1% | $279.4万 | 12.2万股 | $457.5万 | 20.0万股 | -7.8万股-38.88% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.54% | 0.52% | $273.7万 | 3,664股 | $235.7万 | 3,624股 | +40股+1.10% | 加仓 |
| IiShares安硕信托GJS |
| 0.53% | — | $267.0万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
| J骏利亨德森JAAA |
| 0.53% | 1.39% | $266.6万 | 5.3万股 | $634.3万 | 12.6万股 | -7.3万股-58.08% | 减仓 |
 微软MSFT |
| 0.51% | 0.54% | $257.5万 | 6,904股 | $247.3万 | 6,680股 | +224股+3.35% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.49% | 0.47% | $248.1万 | 8,258股 | $214.7万 | 8,656股 | -398股-4.60% | 减仓 |
 贝莱德·MUN TARGET TERM TRBTT |
| 0.48% | 0.54% | $244.5万 | 10.7万股 | $244.3万 | 10.8万股 | -154股-0.14% | 减仓 |
 艾伯维ABBV |
| 0.48% | 0.46% | $240.1万 | 9,540股 | $208.0万 | 9,563股 | -23股-0.24% | 减仓 |
| IiShares安硕信托DVY |
| 0.46% | 0.5% | $234.0万 | 1.5万股 | $226.7万 | 1.5万股 | +2股+0.01% | 加仓 |
| IiShares安硕信托IWD |
| 0.41% | 0.38% | $209.2万 | 8,630股 | $174.8万 | 8,180股 | +450股+5.50% | 加仓 |
| IiShares安硕信托MTUM |
| 0.41% | 0.32% | $206.8万 | 6,032股 | $145.6万 | 6,067股 | -35股-0.58% | 减仓 |
| F第一信托交易所交易基金FYC |
| 0.4% | 0.32% | $203.5万 | 1.5万股 | $145.6万 | 1.3万股 | +2,128股+16.19% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.38% | 0.29% | $190.7万 | 4.7万股 | $131.9万 | 3.9万股 | +8,455股+21.70% | 加仓 |
 埃克森美孚XOM |
| 0.36% | 0.5% | $182.9万 | 1.3万股 | $226.5万 | 1.3万股 | +25股+0.19% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.36% | 0.23% | $179.9万 | 9,443股 | $104.9万 | 7,897股 | +1,546股+19.58% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.38% | $179.1万 | 3,579股 | $172.4万 | 3,597股 | -18股-0.50% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.35% | 0.36% | $179.0万 | 7,885股 | $166.5万 | 7,885股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.35% | 0.31% | $178.1万 | 1.4万股 | $141.5万 | 3,320股 | +1.1万股+332.14% | 加仓 |
| V先锋领航指数基金VUG |
| 0.35% | 0.33% | $175.1万 | 2.0万股 | $151.9万 | 3,477股 | +1.7万股+484.50% | 加仓 |
| G高盛ETF信托GBIL |
| 0.34% | 2.03% | $172.0万 | 1.7万股 | $927.9万 | 9.3万股 | -7.5万股-81.46% | 减仓 |
