| IiShares安硕信托LRGF |
| 23.72% | 23.52% | $1.76亿 | 232.7万股 | $1.63亿 | 234.6万股 | -2.0万股-0.84% | 减仓 |
| IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF |
| 17% | 16.98% | $1.26亿 | 307.9万股 | $1.18亿 | 311.5万股 | -3.6万股-1.16% | 减仓 |
| SSPDR道富系列信托QUS |
| 12.89% | 13.69% | $9,566.1万 | 51.2万股 | $9,482.7万 | 54.4万股 | -3.2万股-5.96% | 减仓 |
| IiShares安硕信托ITOT |
| 5.92% | 5.81% | $4,392.2万 | 26.7万股 | $4,026.0万 | 27.1万股 | -3,389股-1.25% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 5.86% | 4.04% | $4,345.7万 | 34.0万股 | $2,800.4万 | 23.0万股 | +11.0万股+47.82% | 加仓 |
| IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU |
| 4.2% | 4.18% | $3,117.2万 | 62.6万股 | $2,894.9万 | 59.5万股 | +3.1万股+5.26% | 加仓 |
| IiShares安硕信托SGOV |
| 3.61% | 4.53% | $2,678.2万 | 26.6万股 | $3,140.9万 | 31.3万股 | -4.7万股-14.98% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 3.3% | 3.15% | $2,444.9万 | 29.2万股 | $2,183.5万 | 29.7万股 | -4,903股-1.65% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.7% | 2.54% | $2,006.6万 | 2.7万股 | $1,758.2万 | 2.6万股 | +1,164股+4.53% | 加仓 |
| IiShares安硕信托IQLT |
| 1.73% | 1.72% | $1,283.4万 | 25.9万股 | $1,194.6万 | 26.3万股 | -3,830股-1.46% | 减仓 |
| V先锋领航指数基金VOO |
| 1.31% | 1.21% | $971.6万 | 1.4万股 | $835.3万 | 1.3万股 | +828股+6.22% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.15% | 1.29% | $856.7万 | 8.2万股 | $890.1万 | 9.3万股 | -1.0万股-11.03% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.97% | 1.06% | $717.7万 | 5.8万股 | $731.4万 | 1.5万股 | +4.2万股+274.04% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.89% | 0.95% | $662.2万 | 6.0万股 | $658.2万 | 6.8万股 | -8,347股-12.21% | 减仓 |
| F第一信托交易所交易基金VIUCON |
| 0.86% | 1.01% | $640.1万 | 25.7万股 | $700.9万 | 27.8万股 | -2.1万股-7.61% | 减仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.75% | 0.83% | $557.5万 | 15.1万股 | $574.0万 | 15.3万股 | -2,886股-1.88% | 减仓 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 0.72% | 0.7% | $537.6万 | 1.6万股 | $487.2万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.68% | 0.69% | $508.1万 | 2.1万股 | $480.6万 | 2.3万股 | -1,893股-8.28% | 减仓 |
| GGALAXY DIGITALGLXY |
| 0.64% | 0.47% | $478.5万 | 17.5万股 | $324.2万 | 14.5万股 | +3.0万股+20.69% | 加仓 |
| NNUSHARES ETF TRNULC |
| 0.61% | 0.54% | $455.7万 | 8.4万股 | $370.7万 | 7.7万股 | +6,699股+8.65% | 加仓 |
| IiShares安硕·TR MSCI AC ASIA ETFAAXJ |
| 0.55% | 0.56% | $405.2万 | 3.4万股 | $388.2万 | 4.2万股 | -7,731股-18.54% | 减仓 |
| IiShares安硕信托IVV |
| 0.53% | 0.57% | $392.4万 | 5,240股 | $397.6万 | 5,805股 | -565股-9.73% | 减仓 |
| IiShares安硕信托IWV |
| 0.52% | 0.51% | $386.6万 | 9,066股 | $350.7万 | 9,066股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.37% | 0.44% | $276.7万 | 5,388股 | $307.6万 | 5,388股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托XSMO |
| 0.37% | 0.31% | $275.9万 | 2.9万股 | $212.2万 | 2.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.37% | 0.52% | $273.0万 | 1.9万股 | $358.4万 | 2.6万股 | -7,525股-28.75% | 减仓 |
 高盛GS |
| 0.37% | 0.34% | $271.4万 | 2,683股 | $235.8万 | 2,683股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.34% | 0.25% | $254.3万 | 1.3万股 | $171.8万 | 9,210股 | +3,500股+38.00% | 加仓 |
 苹果AAPL |
| 0.3% | 0.3% | $223.2万 | 7,712股 | $209.8万 | 7,717股 | -5股-0.06% | 减仓 |
| I景顺交易所交易基金信托XSVM |
| 0.28% | 0.25% | $208.8万 | 3.0万股 | $171.4万 | 3.0万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.27% | 0.26% | $202.1万 | 2.8万股 | $177.2万 | 2.8万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.27% | 0.26% | $199.6万 | 2.4万股 | $178.9万 | 2.7万股 | -2,523股-9.48% | 减仓 |
 微软MSFT |
| 0.27% | 0.37% | $196.8万 | 5,277股 | $256.2万 | 5,297股 | -20股-0.38% | 减仓 |
| CCCM AFFORDABLE HOUSING MBS ETFOWNS |
| 0.26% | 0.18% | $195.8万 | 11.3万股 | $125.6万 | 7.1万股 | +4.2万股+59.40% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 0.25% | 0.27% | $182.7万 | 2.1万股 | $187.9万 | 2.2万股 | -1,843股-8.20% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.24% | 0.26% | $181.5万 | 6.3万股 | $178.3万 | 6.8万股 | -5,310股-7.81% | 减仓 |
| NNUSHARES ETF TRNUEM |
| 0.2% | 0.31% | $144.7万 | 3.4万股 | $214.6万 | 6.0万股 | -2.6万股-43.46% | 减仓 |
| TTCW ETF TRUSTVOTE |
| 0.19% | 0.78% | $139.6万 | 1.6万股 | $539.9万 | 6.7万股 | -5.1万股-76.48% | 减仓 |
| IISHARES BROADUSIG |
| 0.18% | 0.22% | $134.1万 | 2.6万股 | $151.3万 | 2.9万股 | -3,071股-10.51% | 减仓 |
| I景顺·GALAXY BITCOIN ETFBTCO |
| 0.17% | 0.16% | $125.7万 | 2.2万股 | $113.6万 | 1.3万股 | +8,500股+65.23% | 加仓 |
 联合健康UNH |
| 0.16% | 0.14% | $122.3万 | 2,942股 | $97.3万 | 2,947股 | -5股-0.17% | 减仓 |
| EETFS GOLD TRSGOL |
| 0.14% | 0.06% | $105.4万 | 2.8万股 | $40.6万 | 9,875股 | +1.8万股+179.24% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.13% | 0.15% | $99.9万 | 1.2万股 | $104.3万 | 1.4万股 | -2,148股-15.53% | 减仓 |
| B贝莱德·ETF TRUST IISHYM |
| 0.13% | 0.21% | $96.6万 | 4.3万股 | $145.8万 | 6.6万股 | -2.3万股-34.41% | 减仓 |
 亚马逊AMZN |
| 0.13% | 0.13% | $94.8万 | 3,976股 | $91.4万 | 3,960股 | +16股+0.40% | 加仓 |
| IiShares安硕信托USMV |
| 0.13% | 0.13% | $93.3万 | 9,669股 | $93.1万 | 9,890股 | -221股-2.23% | 减仓 |
| IiShares安硕信托AGG |
| 0.13% | 0.13% | $93.3万 | 9,423股 | $92.0万 | 9,208股 | +215股+2.33% | 加仓 |
| I景顺QQQ信托VOO |
| 0.13% | — | $93.2万 | 1,266股 | $0 | 0股 | +1,266股 | 新买入 |
| IiShares安硕EUSA |
| 0.12% | 0.12% | $91.1万 | 7,978股 | $82.5万 | 7,978股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.12% | 0.16% | $89.0万 | 2,417股 | $111.8万 | 2,821股 | -404股-14.32% | 减仓 |
