| S嘉信策略信托SCHC |
| 4.68% | 4.38% | $1,159.4万 | 22.0万股 | $924.6万 | 18.9万股 | +3.1万股+16.28% | 加仓 |
| G通用动力VTI |
| 4.5% | 4.15% | $1,116.1万 | 3.0万股 | $876.5万 | 2.7万股 | +2,841股+10.40% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 3.74% | 4.33% | $926.6万 | 29.8万股 | $913.1万 | 32.8万股 | -3.0万股-9.13% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.63% | 3.43% | $898.7万 | 12.6万股 | $723.3万 | 11.3万股 | +1.3万股+11.75% | 加仓 |
| IiShares安硕信托MTUM |
| 3.31% | 2.76% | $819.8万 | 2.4万股 | $582.3万 | 2.4万股 | -352股-1.45% | 减仓 |
| IiShares安硕信托IVLU |
| 3.24% | 3.64% | $804.2万 | 19.2万股 | $769.1万 | 19.4万股 | -1,519股-0.78% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.15% | 3.22% | $780.9万 | 27.0万股 | $679.6万 | 27.1万股 | -1,125股-0.42% | 减仓 |
| IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF |
| 2.86% | 2.46% | $710.2万 | 17.3万股 | $518.2万 | 13.3万股 | +4.0万股+30.36% | 加仓 |
| IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF |
| 2.54% | 2.97% | $630.1万 | 8.6万股 | $627.4万 | 10.4万股 | -1.8万股-17.16% | 减仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 2.31% | 3.36% | $572.5万 | 14.4万股 | $708.9万 | 18.5万股 | -4.1万股-22.14% | 减仓 |
| IiShares安硕信托IMTM |
| 2.29% | 1.79% | $567.0万 | 10.6万股 | $377.5万 | 7.9万股 | +2.8万股+35.24% | 加仓 |
| IiShares安硕信托LRGF |
| 2.24% | 2.21% | $554.9万 | 7.3万股 | $466.3万 | 7.1万股 | +2,714股+3.84% | 加仓 |
 苹果AAPL |
| 2.2% | 1.88% | $545.8万 | 1.9万股 | $397.3万 | 1.6万股 | +3,206股+20.48% | 加仓 |
| S嘉信策略信托SCHF |
| 2.13% | 2.28% | $527.3万 | 19.0万股 | $482.0万 | 19.5万股 | -4,376股-2.25% | 减仓 |
| EEA SERIES TRUSTBOXX |
| 2.05% | 2.58% | $507.7万 | 4.3万股 | $544.2万 | 4.7万股 | -3,442股-7.36% | 减仓 |
| IiShares安硕RING |
| 1.97% | 2.69% | $488.9万 | 7.6万股 | $568.8万 | 7.2万股 | +3,660股+5.08% | 加仓 |
| IiShares安硕信托USMV |
| 1.94% | 2.02% | $481.6万 | 5.0万股 | $425.5万 | 4.6万股 | +4,048股+8.82% | 加仓 |
| S嘉信·USSCHP |
| 1.82% | 1.36% | $452.3万 | 17.1万股 | $286.1万 | 10.8万股 | +6.3万股+58.75% | 加仓 |
| UUBS AG LONDON BRANCHUCIB |
| 1.67% | 1.8% | $413.1万 | 12.7万股 | $380.3万 | 11.5万股 | +1.1万股+9.95% | 加仓 |
| SSPDR道富指数基金QEFA |
| 1.54% | — | $381.8万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| IiShares安硕信托IDEV |
| 1.4% | 0.99% | $346.0万 | 3.9万股 | $209.6万 | 2.5万股 | +1.4万股+55.03% | 加仓 |
| AABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETFBCD |
| 1.27% | 0.68% | $314.7万 | 9.2万股 | $142.7万 | 4.0万股 | +5.2万股+131.02% | 加仓 |
| WWISDOMTREE U.S. EFFICIENT CORE FUNDNTSX |
| 1.25% | 1.24% | $310.1万 | 5.3万股 | $262.6万 | 5.0万股 | +2,165股+4.30% | 加仓 |
| IiShares安硕信托EFAV |
| 1.11% | 1.46% | $274.4万 | 3.1万股 | $307.6万 | 3.4万股 | -2,385股-7.08% | 减仓 |
| J摩根大通交易所交易基金JPEM |
| 1.05% | 1.51% | $259.9万 | 4.1万股 | $318.8万 | 5.1万股 | -9,924股-19.34% | 减仓 |
 BLACKROCK CORE BD TR SHS BEN INTBHK |
| 1% | 0.27% | $248.3万 | 27.1万股 | $56.9万 | 6.2万股 | +20.9万股+336.20% | 加仓 |
| IiShares安硕信托AGG |
| 0.87% | 0.34% | $215.1万 | 4.3万股 | $72.7万 | 1.5万股 | +2.8万股+192.61% | 加仓 |
| IiShares安硕信托ITOT |
| 0.86% | 0.9% | $212.7万 | 1.3万股 | $189.7万 | 1.3万股 | -417股-3.11% | 减仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.85% | — | $211.9万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| IiShares安硕·INC JP MORGAN EM ETFLEMB |
| 0.81% | 0.81% | $200.5万 | 4.7万股 | $170.1万 | 4.2万股 | +5,547股+13.30% | 加仓 |
| S道富SPYV |
| 0.81% | 0.7% | $200.1万 | 3.3万股 | $147.2万 | 2.6万股 | +6,892股+26.48% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.8% | 1.38% | $199.2万 | 3.4万股 | $291.9万 | 4.9万股 | -1.5万股-31.11% | 减仓 |
 英伟达NVDA |
| 0.8% | 0.85% | $198.5万 | 9,922股 | $178.8万 | 1.0万股 | -332股-3.24% | 减仓 |
| IiShares安硕信托VLUE |
| 0.8% | 0.67% | $197.2万 | 9,869股 | $140.6万 | 9,886股 | -17股-0.17% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.78% | 1.01% | $194.2万 | 3.7万股 | $213.9万 | 4.1万股 | -3,633股-8.93% | 减仓 |
| IiShares安硕信托ICSH |
| 0.78% | 1.2% | $192.1万 | 3.8万股 | $252.6万 | 5.0万股 | -1.2万股-23.87% | 减仓 |
| J摩根大通交易所交易基金JPUS |
| 0.76% | 0.65% | $189.2万 | 1.3万股 | $136.9万 | 1.1万股 | +2,980股+28.35% | 加仓 |
 WESTERN ASST INFLTN LKD INMWIA |
| 0.76% | 0.77% | $188.1万 | 23.1万股 | $162.5万 | 20.1万股 | +3.0万股+15.07% | 加仓 |
 iShares安硕·MBSACGL |
| 0.75% | 0.64% | $185.6万 | 2.0万股 | $134.8万 | 1.4万股 | +5,436股+38.28% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.72% | 0.6% | $178.3万 | 1.7万股 | $127.0万 | 1.3万股 | +4,068股+30.64% | 加仓 |
| S嘉信·USSCHX |
| 0.71% | 0.78% | $175.3万 | 6.0万股 | $164.8万 | 6.4万股 | -4,704股-7.32% | 减仓 |
| TTidal·TRUST IIRSSB |
| 0.68% | — | $167.9万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
| VVANECK JPMEMLC |
| 0.62% | 1.05% | $153.8万 | 6.0万股 | $221.1万 | 8.8万股 | -2.8万股-31.67% | 减仓 |
| RRETURN STACKED U.S. STOCKS & MANAGED FUTURESETFRSST |
| 0.61% | 0.75% | $151.9万 | 4.6万股 | $158.2万 | 5.6万股 | -9,446股-16.89% | 减仓 |
 亚马逊AMZN |
| 0.61% | 0.48% | $151.2万 | 6,342股 | $100.4万 | 4,823股 | +1,519股+31.49% | 加仓 |
| EEA SERIES TRUSTBOXA |
| 0.58% | 0.53% | $143.8万 | 1.4万股 | $112.1万 | 1.1万股 | +2,923股+27.43% | 加仓 |
| V先锋领航·WELLINGTON FDVFMF |
| 0.57% | 0.47% | $141.0万 | 7,967股 | $98.4万 | 6,347股 | +1,620股+25.52% | 加仓 |
 谷歌AGOOGL |
| 0.57% | 0.54% | $140.3万 | 3,925股 | $114.7万 | 3,987股 | -62股-1.56% | 减仓 |
| IiShares安硕EEMV |
| 0.56% | 0.61% | $139.0万 | 1.8万股 | $127.7万 | 2.0万股 | -1,267股-6.42% | 减仓 |
| UUNLIMITED HFGM GLOBAL MACRO ETFHFGM |
| 0.49% | 0.11% | $121.8万 | 4.0万股 | $23.4万 | 7,289股 | +3.3万股+447.24% | 加仓 |
