 摩根大通JPM |
| 27.72% | 27.94% | $1.31亿 | 40.1万股 | $1.18亿 | 40.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 12.94% | 12.79% | $6,126.4万 | 8.2万股 | $5,398.6万 | 8.3万股 | -842股-1.02% | 减仓 |
| IiShares安硕信托IVW |
| 5.45% | 5.02% | $2,580.9万 | 18.8万股 | $2,118.8万 | 18.7万股 | +335股+0.18% | 加仓 |
| IiShares安硕信托IEFA |
| 4.91% | 5.04% | $2,326.5万 | 24.1万股 | $2,127.3万 | 23.5万股 | +5,898股+2.51% | 加仓 |
| IiShares安硕·COREIJH |
| 4.07% | 4% | $1,927.1万 | 25.0万股 | $1,687.7万 | 25.0万股 | +1股+0.00% | 加仓 |
| IiShares安硕·COREIJR |
| 3.89% | 3.72% | $1,844.1万 | 12.4万股 | $1,569.9万 | 12.6万股 | -1,951股-1.55% | 减仓 |
| IiShares安硕·S&PIVE |
| 2.98% | 3.08% | $1,409.3万 | 6.2万股 | $1,301.1万 | 6.2万股 | +454股+0.74% | 加仓 |
| IiShares安硕IEMG |
| 2.14% | 2.04% | $1,014.5万 | 12.2万股 | $861.5万 | 12.3万股 | -1,051股-0.85% | 减仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 1.99% | 2.14% | $941.1万 | 43.2万股 | $904.3万 | 41.3万股 | +1.9万股+4.49% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 1.9% | 2.09% | $898.5万 | 43.1万股 | $883.6万 | 42.2万股 | +8,996股+2.13% | 加仓 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 1.73% | 1.89% | $820.1万 | 32.6万股 | $797.7万 | 31.6万股 | +9,880股+3.13% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.69% | 1.65% | $802.3万 | 1.1万股 | $696.5万 | 1.1万股 | +34股+0.32% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 1.67% | 1.78% | $791.1万 | 34.2万股 | $749.7万 | 32.2万股 | +1.9万股+5.98% | 加仓 |
| IiShares安硕信托IBDZ |
| 1.61% | 1.74% | $762.4万 | 29.3万股 | $733.4万 | 28.1万股 | +1.1万股+4.00% | 加仓 |
| IiShares安硕信托IBDY |
| 1.57% | 1.7% | $744.2万 | 28.9万股 | $719.4万 | 27.8万股 | +1.1万股+3.88% | 加仓 |
| IISHARES IBONDS DEC 2035 TERM CORPORATE ETFIBCA |
| 1.5% | 1.6% | $712.1万 | 27.8万股 | $676.1万 | 26.4万股 | +1.4万股+5.44% | 加仓 |
| IiShares安硕信托IJK |
| 1.47% | 1.42% | $697.5万 | 5.9万股 | $598.5万 | 5.9万股 | -122股-0.21% | 减仓 |
| IiShares安硕信托IBDT |
| 1.42% | 1.51% | $674.1万 | 26.7万股 | $639.1万 | 25.2万股 | +1.5万股+5.81% | 加仓 |
| IiShares安硕信托IBDS |
| 1.19% | 1.25% | $564.8万 | 23.3万股 | $526.6万 | 21.7万股 | +1.6万股+7.35% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 1.14% | 1.04% | $541.5万 | 3.0万股 | $437.8万 | 3.0万股 | +67股+0.22% | 加仓 |
| IiShares安硕信托IBDR |
| 1.09% | 1.19% | $517.0万 | 21.3万股 | $500.4万 | 20.6万股 | +6,933股+3.36% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.99% | 0.96% | $469.1万 | 3.8万股 | $405.8万 | 9,511股 | +2.8万股+297.11% | 加仓 |
| IiShares安硕信托IXUS |
| 0.94% | 0.95% | $445.1万 | 4.7万股 | $400.9万 | 4.6万股 | +361股+0.78% | 加仓 |
| IiShares安硕信托DGRO |
| 0.81% | 0.85% | $383.7万 | 5.1万股 | $360.8万 | 5.1万股 | -777股-1.51% | 减仓 |
| IiShares安硕信托DVY |
| 0.8% | 0.87% | $379.5万 | 2.4万股 | $366.9万 | 2.4万股 | +48股+0.20% | 加仓 |
| IiShares安硕信托IUSV |
| 0.67% | 0.69% | $315.1万 | 2.9万股 | $292.2万 | 2.9万股 | +29股+0.10% | 加仓 |
| IiShares安硕信托IJJ |
| 0.63% | 0.64% | $298.6万 | 2.0万股 | $268.2万 | 2.0万股 | -29股-0.14% | 减仓 |
| IiShares安硕信托ITOT |
| 0.53% | 0.52% | $251.9万 | 1.5万股 | $221.1万 | 1.6万股 | -184股-1.19% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.46% | 0.46% | $219.8万 | 9,046股 | $196.1万 | 9,026股 | +20股+0.22% | 加仓 |
 苹果AAPL |
| 0.46% | 0.46% | $219.5万 | 7,582股 | $194.0万 | 7,639股 | -57股-0.75% | 减仓 |
| V先锋领航全球基金VPU |
| 0.44% | 0.5% | $210.4万 | 1.1万股 | $210.8万 | 1.1万股 | +109股+1.03% | 加仓 |
 博通AVGO |
| 0.35% | 0.29% | $166.3万 | 4,402股 | $123.8万 | 3,999股 | +403股+10.08% | 加仓 |
| IiShares安硕信托SHYG |
| 0.33% | 0.35% | $153.9万 | 3.6万股 | $146.2万 | 3.5万股 | +1,727股+5.00% | 加仓 |
 微软MSFT |
| 0.3% | 0.33% | $143.6万 | 3,847股 | $141.2万 | 3,811股 | +36股+0.94% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.3% | 0.32% | $142.5万 | 1.7万股 | $134.3万 | 1.7万股 | +197股+1.15% | 加仓 |
| G高盛·PHYSICAL GOLDAAAU |
| 0.3% | 0.33% | $141.2万 | 3.6万股 | $139.1万 | 3.0万股 | +5,572股+18.50% | 加仓 |
| I景顺QQQ信托VOO |
| 0.29% | — | $138.4万 | 1,875股 | $0 | 0股 | +1,875股 | 新买入 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.29% | 0.26% | $136.0万 | 3,441股 | $110.1万 | 3,499股 | -58股-1.66% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.26% | 0.15% | $125.0万 | 2.4万股 | $61.4万 | 1.2万股 | +1.2万股+104.19% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.26% | 0.27% | $124.0万 | 6,276股 | $115.7万 | 6,276股 | 00.00% | 持仓不变 |
| IiShares安硕信托USMV |
| 0.24% | 0.25% | $115.8万 | 1.2万股 | $106.7万 | 1.2万股 | +496股+4.31% | 加仓 |
| IiShares安硕信托IWD |
| 0.23% | 0.23% | $108.3万 | 4,459股 | $97.3万 | 4,542股 | -83股-1.83% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.23% | 0.21% | $107.5万 | 8,849股 | $88.6万 | 8,842股 | +7股+0.08% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.21% | 0.21% | $101.2万 | 4,568股 | $88.1万 | 4,641股 | -73股-1.57% | 减仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.21% | 0.23% | $100.7万 | 9,841股 | $95.3万 | 1.0万股 | -225股-2.24% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.21% | 0.22% | $99.6万 | 2.0万股 | $92.1万 | 1.8万股 | +1,436股+7.95% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.19% | 0.2% | $91.0万 | 8,755股 | $83.2万 | 8,561股 | +194股+2.27% | 加仓 |
 泛林集团LRCX |
| 0.19% | 0.1% | $87.7万 | 2,024股 | $43.2万 | 2,022股 | +2股+0.10% | 加仓 |
| IiShares安硕信托IBHH |
| 0.18% | 0.13% | $83.9万 | 3.6万股 | $56.8万 | 2.4万股 | +1.2万股+47.63% | 加仓 |
| IiShares安硕信托IGM |
| 0.17% | 0.14% | $79.7万 | 4,869股 | $57.7万 | 4,866股 | +3股+0.06% | 加仓 |
