| IiShares安硕信托IVV |
| 16.72% | 10.34% | $6,143.7万 | 8.2万股 | $3,356.2万 | 5.1万股 | +3.1万股+59.67% | 加仓 |
| IiShares安硕信托IUSB |
| 9.89% | 10.12% | $3,635.0万 | 78.8万股 | $3,284.6万 | 71.1万股 | +7.7万股+10.76% | 加仓 |
 LOARLOAR |
| 6.44% | 5.18% | $2,364.4万 | 29.3万股 | $1,680.4万 | 29.3万股 | 00.00% | 持仓不变 |
| B贝莱德ETF信托CORO |
| 6.26% | 6.2% | $2,300.8万 | 62.9万股 | $2,010.5万 | 62.5万股 | +3,334股+0.53% | 加仓 |
| IiShares安硕信托IVW |
| 6.03% | 5.86% | $2,216.4万 | 16.1万股 | $1,900.8万 | 16.8万股 | -6,893股-4.10% | 减仓 |
| B贝莱德ETF信托DYNF |
| 5.48% | 5.39% | $2,012.6万 | 29.6万股 | $1,750.2万 | 30.1万股 | -4,897股-1.63% | 减仓 |
| IiShares安硕·S&PIVE |
| 4.73% | 6.09% | $1,736.2万 | 7.6万股 | $1,974.9万 | 9.4万股 | -1.7万股-18.25% | 减仓 |
 英伟达NVDA |
| 3.12% | 3.1% | $1,146.1万 | 5.7万股 | $1,006.3万 | 5.8万股 | -424股-0.73% | 减仓 |
| B贝莱德ETF信托BAI |
| 3.01% | 2.75% | $1,105.4万 | 21.0万股 | $893.7万 | 27.1万股 | -6.2万股-22.70% | 减仓 |
| IiShares安硕信托GJS |
| 2.52% | 2.51% | $926.6万 | 40.7万股 | $814.1万 | 35.5万股 | +5.1万股+14.47% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 2.43% | 2.51% | $890.9万 | 19.0万股 | $813.8万 | 17.3万股 | +1.7万股+9.81% | 加仓 |
| IiShares安硕信托MTUM |
| 2.33% | 2.69% | $856.6万 | 2.5万股 | $872.3万 | 3.6万股 | -1.1万股-31.25% | 减仓 |
| B贝莱德ETF信托BLCR |
| 1.99% | 1.95% | $731.1万 | 14.5万股 | $632.8万 | 15.4万股 | -8,956股-5.81% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.96% | 2.26% | $719.3万 | 14.2万股 | $734.6万 | 14.7万股 | -5,034股-3.42% | 减仓 |
| B贝莱德ETF信托IALT |
| 1.91% | — | $700.9万 | 25.0万股 | $0 | 0股 | +25.0万股 | 新买入 |
| GGlobal X基金SHLD |
| 1.81% | 1.99% | $666.3万 | 11.2万股 | $644.8万 | 9.1万股 | +2.1万股+22.60% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.78% | 2.75% | $653.4万 | 12.6万股 | $891.3万 | 19.0万股 | -6.4万股-33.58% | 减仓 |
| B贝莱德ETF信托THRO |
| 1.75% | 2.52% | $641.9万 | 14.9万股 | $818.0万 | 22.6万股 | -7.7万股-34.08% | 减仓 |
| IiShares安硕信托EFG |
| 1.67% | 0.71% | $612.5万 | 4.9万股 | $230.2万 | 2.1万股 | +2.9万股+138.13% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.63% | 1.74% | $599.0万 | 12.4万股 | $566.0万 | 11.8万股 | +5,900股+5.01% | 加仓 |
| IiShares安硕信托TLH |
| 1.54% | 1.86% | $567.4万 | 5.7万股 | $603.4万 | 6.0万股 | -3,360股-5.61% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 1.34% | 1.39% | $493.3万 | 1.3万股 | $449.8万 | 1.4万股 | -660股-4.67% | 减仓 |
| IiShares安硕信托LMUB |
| 1.29% | 1.11% | $475.4万 | 9.3万股 | $361.5万 | 7.2万股 | +2.0万股+28.20% | 加仓 |
| IiShares安硕信托GVI |
| 1.15% | 1.68% | $424.3万 | 3.9万股 | $545.3万 | 5.1万股 | -1.2万股-23.26% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 1.03% | 1.53% | $378.0万 | 7.2万股 | $494.9万 | 9.5万股 | -2.3万股-24.22% | 减仓 |
| IiShares黄金信托IAU |
| 0.87% | 1.04% | $319.5万 | 4.2万股 | $337.1万 | 3.8万股 | +4,078股+10.67% | 加仓 |
 应用材料AMAT |
| 0.79% | 0.42% | $291.6万 | 4,033股 | $137.8万 | 4,033股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVLU |
| 0.79% | 0.85% | $289.8万 | 6.9万股 | $276.2万 | 7.0万股 | -318股-0.46% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.78% | 0.66% | $285.0万 | 1.1万股 | $215.1万 | 1.2万股 | -554股-4.67% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.77% | 3.49% | $281.3万 | 1.3万股 | $1,131.3万 | 5.9万股 | -4.6万股-78.27% | 减仓 |
| IiShares安硕信托ITOT |
| 0.73% | 0.72% | $269.6万 | 1.6万股 | $233.0万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.57% | 0.59% | $207.9万 | 2.5万股 | $192.7万 | 2.8万股 | -2,523股-9.13% | 减仓 |
| IiShares安硕信托EFV |
| 0.45% | 2.91% | $165.4万 | 2.2万股 | $942.8万 | 12.7万股 | -10.5万股-82.97% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.37% | 0.35% | $135.4万 | 1,813股 | $114.7万 | 1,763股 | +50股+2.84% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.28% | 0.28% | $103.2万 | 2,521股 | $90.6万 | 2,540股 | -19股-0.75% | 减仓 |
 苹果AAPL |
| 0.28% | 0.28% | $101.1万 | 3,494股 | $89.6万 | 3,531股 | -37股-1.05% | 减仓 |
| IISHARES SYSTEMATIC BOND ETFSYSB |
| 0.22% | 0.22% | $80.7万 | 9,100股 | $72.3万 | 8,126股 | +974股+11.99% | 加仓 |
| VVANECK INTERMEDIATE MUNIETFITM |
| 0.17% | 0.17% | $63.5万 | 1.4万股 | $54.4万 | 1.2万股 | +1,799股+15.36% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.16% | 0.16% | $59.1万 | 3,763股 | $52.1万 | 3,763股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.16% | 0.1% | $58.3万 | 7,947股 | $33.7万 | 4,575股 | +3,372股+73.70% | 加仓 |
| IiShares安硕信托IEV |
| 0.15% | 0.16% | $54.9万 | 7,538股 | $52.6万 | 7,735股 | -197股-2.55% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.15% | 0.13% | $54.4万 | 5,322股 | $40.8万 | 5,189股 | +133股+2.56% | 加仓 |
 iShares安硕·MBSACGL |
| 0.14% | 0.16% | $53.2万 | 5,629股 | $51.9万 | 5,463股 | +166股+3.04% | 加仓 |
 卡特彼勒CAT |
| 0.14% | 0.11% | $53.0万 | 498股 | $35.3万 | 498股 | 00.00% | 持仓不变 |
| IiShares安硕信托USMV |
| 0.14% | 0.17% | $51.9万 | 5,380股 | $56.4万 | 6,086股 | -706股-11.60% | 减仓 |
| IiShares安硕信托ITOT |
| 0.14% | 0.14% | $51.8万 | 3,151股 | $44.9万 | 3,153股 | -2股-0.06% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.13% | 0.14% | $47.1万 | 941股 | $45.1万 | 941股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.13% | 0.15% | $46.0万 | 1,232股 | $50.0万 | 1,350股 | -118股-8.74% | 减仓 |
| S嘉信策略信托SCHF |
| 0.12% | 0.13% | $45.1万 | 1.6万股 | $40.6万 | 1.6万股 | -114股-0.69% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.12% | 0.14% | $44.9万 | 1.9万股 | $44.7万 | 1.9万股 | +154股+0.80% | 加仓 |
