| IiShares安硕信托GVI |
| 9.2% | 7.66% | $3,159.4万 | 30.5万股 | $3,355.2万 | 31.8万股 | -1.3万股-4.06% | 减仓 |
| IiShares安硕信托ITOT |
| 4.86% | 4.38% | $1,668.4万 | 14.3万股 | $1,919.2万 | 15.7万股 | -1.4万股-9.13% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 4.42% | 0.64% | $1,516.7万 | 18.3万股 | $281.6万 | 3.4万股 | +14.9万股+432.18% | 加仓 |
| IiShares安硕信托IEFA |
| 4.19% | 3.83% | $1,439.6万 | 18.7万股 | $1,676.1万 | 22.2万股 | -3.4万股-15.40% | 减仓 |
| IiShares安硕信托IWL |
| 3.57% | 5.95% | $1,226.3万 | 9.3万股 | $2,603.6万 | 18.9万股 | -9.6万股-50.86% | 减仓 |
 iShares安硕·MBSACGL |
| 3.48% | 1.4% | $1,193.8万 | 12.9万股 | $611.0万 | 6.5万股 | +6.4万股+98.35% | 加仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 2.61% | 2.19% | $898.0万 | 19.2万股 | $956.8万 | 20.2万股 | -9,718股-4.82% | 减仓 |
| IiShares安硕信托AGG |
| 2.09% | 1.27% | $718.2万 | 7.4万股 | $553.9万 | 5.6万股 | +1.8万股+31.27% | 加仓 |
 微软MSFT |
| 1.95% | 1.6% | $669.6万 | 1.8万股 | $699.1万 | 1.9万股 | -738股-3.96% | 减仓 |
 VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF |
| 1.92% | 1.43% | $659.9万 | 39.0万股 | $624.2万 | 36.4万股 | +2.5万股+6.99% | 加仓 |
 亚马逊AMZN |
| 1.92% | 1.7% | $658.9万 | 3.6万股 | $742.6万 | 3.9万股 | -2,549股-6.53% | 减仓 |
| S嘉信策略信托SCHF |
| 1.91% | 0.16% | $656.2万 | 32.7万股 | $68.9万 | 3.5万股 | +29.2万股+837.98% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.82% | 1.46% | $624.7万 | 16.1万股 | $640.0万 | 16.3万股 | -1,301股-0.80% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 1.77% | 0.81% | $607.1万 | 3.7万股 | $354.9万 | 2.1万股 | +1.6万股+78.61% | 加仓 |
| I景顺QQQ信托VOO |
| 1.76% | — | $605.5万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 英伟达NVDA |
| 1.64% | 1.21% | $563.4万 | 5.5万股 | $527.7万 | 4.9万股 | +6,163股+12.66% | 加仓 |
| V先锋领航·TOTALBND |
| 1.57% | 0.42% | $537.9万 | 7.4万股 | $184.5万 | 2.5万股 | +4.9万股+195.32% | 加仓 |
 苹果AAPL |
| 1.43% | 1.2% | $492.6万 | 2.4万股 | $524.6万 | 2.4万股 | +459股+1.94% | 加仓 |
| IiShares安硕·COREIJH |
| 1.28% | 1.1% | $438.8万 | 7.9万股 | $480.4万 | 8.2万股 | -3,481股-4.23% | 减仓 |
| F第一信托交易所交易基金IIIFMB |
| 1.23% | 0.2% | $421.4万 | 8.5万股 | $86.7万 | 1.7万股 | +6.8万股+396.14% | 加仓 |
| IiShares安硕信托ITOT |
| 1.22% | 6.23% | $418.0万 | 3.6万股 | $2,726.0万 | 22.3万股 | -18.8万股-83.98% | 减仓 |
| IiShares安硕ESGE |
| 1.21% | 1% | $414.6万 | 12.0万股 | $436.6万 | 12.5万股 | -4,479股-3.59% | 减仓 |
 好市多COST |
| 1.19% | 0.77% | $410.3万 | 4,204股 | $338.1万 | 3,575股 | +629股+17.59% | 加仓 |
| IiShares安硕信托EFV |
| 1.19% | 0.85% | $408.3万 | 6.8万股 | $370.9万 | 6.3万股 | +5,498股+8.74% | 加仓 |
| IiShares安硕信托IUSB |
| 1.14% | 1.67% | $392.3万 | 8.6万股 | $729.5万 | 15.8万股 | -7.2万股-45.53% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.08% | 0.77% | $369.3万 | 7,010股 | $339.2万 | 6,370股 | +640股+10.05% | 加仓 |
| V先锋领航指数基金VOO |
| 1.07% | 2.47% | $368.9万 | 7,497股 | $1,080.4万 | 2.3万股 | -1.6万股-67.46% | 减仓 |
 VisaV |
| 1.07% | 1.04% | $366.7万 | 1.1万股 | $453.6万 | 1.3万股 | -1,976股-15.27% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.03% | 0.49% | $355.4万 | 2.0万股 | $213.5万 | 1.1万股 | +8,596股+76.72% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1% | 0.05% | $344.1万 | 4.2万股 | $23.1万 | 2,716股 | +3.9万股+1,449.93% | 加仓 |
| IISHARES AAA - A RATED CORPORATE BOND ETFQLTA |
| 0.98% | 0.15% | $335.1万 | 7.2万股 | $65.0万 | 1.4万股 | +5.8万股+423.33% | 加仓 |
 iShares安硕信托FITB |
| 0.94% | 0.54% | $322.2万 | 8.6万股 | $235.5万 | 6.0万股 | +2.6万股+43.13% | 加仓 |
 谷歌AGOOGL |
| 0.93% | 0.77% | $319.4万 | 2.1万股 | $335.9万 | 2.2万股 | -1,160股-5.34% | 减仓 |
| IiShares安硕信托DSI |
| 0.88% | 1.17% | $302.7万 | 3.1万股 | $512.0万 | 5.0万股 | -1.9万股-38.28% | 减仓 |
 摩根大通JPM |
| 0.81% | 0.56% | $276.8万 | 1.1万股 | $243.6万 | 9,930股 | +1,560股+15.71% | 加仓 |
 WASTE MGMT DELWM |
| 0.78% | 0.63% | $268.0万 | 1.2万股 | $276.8万 | 1.2万股 | -236股-1.97% | 减仓 |
| IiShares安硕信托IBDU |
| 0.77% | 0.92% | $264.2万 | 11.7万股 | $401.2万 | 17.4万股 | -5.7万股-32.96% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.74% | 0.51% | $254.7万 | 7.0万股 | $223.3万 | 5.8万股 | +1.2万股+19.98% | 加仓 |
| I景顺交易所交易基金IIPZA |
| 0.67% | 0.08% | $229.0万 | 10.2万股 | $36.3万 | 1.6万股 | +8.6万股+549.26% | 加仓 |
 财捷INTU |
| 0.64% | 0.56% | $221.5万 | 3,717股 | $243.4万 | 3,965股 | -248股-6.25% | 减仓 |
 可口可乐KO |
| 0.64% | 0.51% | $220.0万 | 3.0万股 | $223.1万 | 3.1万股 | -1,134股-3.64% | 减仓 |
| IiShares安硕·COREIJR |
| 0.64% | 0.55% | $219.2万 | 2.2万股 | $240.0万 | 2.3万股 | -567股-2.47% | 减仓 |
 迪尔DE |
| 0.63% | 0.52% | $217.4万 | 4,764股 | $227.0万 | 4,837股 | -73股-1.51% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.63% | 0.48% | $216.3万 | 4.2万股 | $208.6万 | 4.0万股 | +1,737股+4.36% | 加仓 |
 联合健康UNH |
| 0.62% | 0.6% | $213.0万 | 4,978股 | $263.8万 | 5,036股 | -58股-1.15% | 减仓 |
 家得宝HD |
| 0.61% | 0.53% | $211.2万 | 5,925股 | $230.4万 | 6,288股 | -363股-5.77% | 减仓 |
 强生JNJ |
| 0.61% | 0.54% | $210.9万 | 1.4万股 | $237.0万 | 1.4万股 | -717股-5.02% | 减仓 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 0.6% | 0.06% | $207.1万 | 6.4万股 | $26.1万 | 7,607股 | +5.7万股+746.23% | 加仓 |
 宝洁PG |
| 0.6% | 0.33% | $205.5万 | 1.2万股 | $146.6万 | 8,604股 | +3,797股+44.13% | 加仓 |
 Meta平台META |
| 0.58% | 0.59% | $200.6万 | 3,856股 | $257.5万 | 4,467股 | -611股-13.68% | 减仓 |
