| IiShares安硕信托IVV |
| 31.09% | 23.21% | $1.37亿 | 18.3万股 | $8,801.0万 | 13.5万股 | +4.8万股+35.91% | 加仓 |
| IiShares安硕·S&PIUSG |
| 12.36% | 13.88% | $5,452.7万 | 29.0万股 | $5,261.6万 | 33.9万股 | -4.9万股-14.54% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 6.07% | 7.03% | $2,678.8万 | 26.2万股 | $2,666.4万 | 33.9万股 | -7.7万股-22.75% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 5.29% | 7.88% | $2,332.1万 | 10.6万股 | $2,987.8万 | 15.6万股 | -4.9万股-31.77% | 减仓 |
| S道富SPYV |
| 5.27% | 5.05% | $2,324.0万 | 38.2万股 | $1,914.2万 | 33.8万股 | +4.4万股+13.00% | 加仓 |
| B贝莱德ETF信托DYNF |
| 4.29% | — | $1,891.9万 | 27.8万股 | $0 | 0股 | +27.8万股 | 新买入 |
| J摩根大通交易所交易基金JMUB |
| 3.88% | — | $1,710.8万 | 33.8万股 | $0 | 0股 | +33.8万股 | 新买入 |
| B贝莱德ETF信托BAI |
| 3.12% | 2.49% | $1,378.2万 | 26.1万股 | $942.8万 | 28.6万股 | -2.5万股-8.64% | 减仓 |
| IiShares安硕信托EFV |
| 2.84% | 6.44% | $1,253.2万 | 16.4万股 | $2,443.3万 | 32.9万股 | -16.5万股-50.18% | 减仓 |
| IiShares安硕信托EFG |
| 2.34% | 3.13% | $1,032.4万 | 8.3万股 | $1,188.1万 | 10.7万股 | -2.4万股-22.22% | 减仓 |
| IiShares安硕信托GJS |
| 2.16% | — | $953.2万 | 41.8万股 | $0 | 0股 | +41.8万股 | 新买入 |
| GGlobal X基金SHLD |
| 2.09% | 1.52% | $921.9万 | 15.4万股 | $577.5万 | 8.2万股 | +7.3万股+89.39% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 2.02% | 5.64% | $893.1万 | 2.4万股 | $2,138.5万 | 6.7万股 | -4.3万股-63.70% | 减仓 |
| IiShares安硕信托GVI |
| 1.95% | 4.97% | $860.9万 | 8.0万股 | $1,883.5万 | 17.7万股 | -9.7万股-54.92% | 减仓 |
| IiShares安硕信托IXN |
| 1.95% | 1.72% | $858.2万 | 5.9万股 | $653.3万 | 6.5万股 | -5,948股-9.10% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.73% | 1.97% | $763.7万 | 15.1万股 | $746.2万 | 14.7万股 | +3,581股+2.43% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 1.7% | 1.91% | $747.7万 | 4.6万股 | $724.8万 | 6.5万股 | -1.8万股-28.41% | 减仓 |
| WWORLD GOLD TRGLD |
| 1.6% | 3.28% | $707.8万 | 8.9万股 | $1,244.1万 | 13.4万股 | -4.5万股-33.61% | 减仓 |
| JJPMORGAN INTERNATIONAL VALUE ETFJIVE |
| 0.83% | — | $364.9万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| IiShares安硕信托USMV |
| 0.78% | 0.93% | $345.7万 | 3.6万股 | $354.0万 | 3.8万股 | -2,340股-6.13% | 减仓 |
 苹果AAPL |
| 0.7% | 0.72% | $307.9万 | 1.1万股 | $274.8万 | 1.1万股 | -188股-1.74% | 减仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 0.63% | — | $277.5万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
 微软MSFT |
| 0.49% | 0.57% | $217.7万 | 5,837股 | $217.0万 | 5,862股 | -25股-0.43% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.35% | 0.37% | $155.9万 | 4,411股 | $138.9万 | 4,842股 | -431股-8.90% | 减仓 |
 家得宝HD |
| 0.28% | 0.32% | $124.7万 | 3,535股 | $119.7万 | 3,639股 | -104股-2.86% | 减仓 |
| IISHARES SYSTEMATIC BOND ETFSYSB |
| 0.28% | — | $123.5万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 AMD超威AMD |
| 0.27% | 0.12% | $117.5万 | 2,023股 | $45.3万 | 2,225股 | -202股-9.08% | 减仓 |
 摩根大通JPM |
| 0.25% | 0.28% | $112.3万 | 3,432股 | $104.3万 | 3,546股 | -114股-3.21% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.24% | 0.27% | $106.7万 | 2,133股 | $102.6万 | 2,142股 | -9股-0.42% | 减仓 |
 好市多COST |
| 0.2% | 0.25% | $89.2万 | 954股 | $95.1万 | 954股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.19% | 0.23% | $85.8万 | 4,286股 | $88.7万 | 5,086股 | -800股-15.73% | 减仓 |
 宣伟SHW |
| 0.19% | 0.21% | $83.9万 | 2,438股 | $80.0万 | 2,495股 | -57股-2.28% | 减仓 |
 艾伯维ABBV |
| 0.19% | 0.19% | $82.3万 | 3,269股 | $71.1万 | 3,269股 | 00.00% | 持仓不变 |
| IiShares安硕信托STIP |
| 0.16% | — | $69.3万 | 6,785股 | $0 | 0股 | +6,785股 | 新买入 |
 强生JNJ |
| 0.16% | 0.17% | $68.9万 | 2,711股 | $66.3万 | 2,711股 | 00.00% | 持仓不变 |
| IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU |
| 0.14% | 0.95% | $60.8万 | 1.2万股 | $361.0万 | 7.5万股 | -6.3万股-83.78% | 减仓 |
 礼来LLY |
| 0.13% | 0.12% | $57.7万 | 481股 | $45.4万 | 494股 | -13股-2.63% | 减仓 |
 思科CSCO |
| 0.12% | 0.1% | $54.8万 | 4,666股 | $36.2万 | 4,666股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.12% | 0.12% | $54.2万 | 1,516股 | $46.0万 | 1,601股 | -85股-5.31% | 减仓 |
| G通用动力VTI |
| 0.12% | 0.13% | $52.2万 | 1,411股 | $50.0万 | 1,557股 | -146股-9.38% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.11% | 0.11% | $50.4万 | 4,056股 | $43.2万 | 1,014股 | +3,042股+300.00% | 加仓 |
 宝洁PG |
| 0.11% | 0.13% | $46.9万 | 3,197股 | $47.7万 | 3,305股 | -108股-3.27% | 减仓 |
 特斯拉TSLA |
| 0.1% | 0.1% | $42.9万 | 1,020股 | $37.9万 | 1,020股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.1% | 0.14% | $42.8万 | 4,427股 | $52.3万 | 5,778股 | -1,351股-23.38% | 减仓 |
 ADPADP |
| 0.09% | 0.1% | $41.5万 | 1,854股 | $37.7万 | 1,855股 | -1股-0.05% | 减仓 |
 高露洁CL |
| 0.09% | 0.1% | $41.0万 | 4,475股 | $38.4万 | 4,503股 | -28股-0.62% | 减仓 |
 埃克森美孚XOM |
| 0.09% | 0.17% | $38.6万 | 2,820股 | $63.1万 | 3,720股 | -900股-24.19% | 减仓 |
 联合太平洋铁路UNP |
| 0.07% | 0.08% | $32.4万 | 1,192股 | $31.7万 | 1,305股 | -113股-8.66% | 减仓 |
 帕兰提尔PLTR |
| 0.06% | 0.09% | $27.8万 | 2,380股 | $34.8万 | 2,380股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 0.06% | 0.15% | $26.5万 | 1,185股 | $56.6万 | 2,502股 | -1,317股-52.64% | 减仓 |
