| IiShares安硕信托ITOT |
| 11.23% | 10.62% | $3,920.3万 | 23.9万股 | $3,246.1万 | 22.8万股 | +1.1万股+4.71% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 9.22% | 9.51% | $3,216.1万 | 103.4万股 | $2,906.1万 | 104.3万股 | -9,365股-0.90% | 减仓 |
| VVanEck Russia ETFBBH |
| 8.6% | 9.22% | $3,002.0万 | 28.9万股 | $2,818.7万 | 29.1万股 | -2,718股-0.93% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 7.18% | 8.04% | $2,505.2万 | 54.4万股 | $2,455.9万 | 53.3万股 | +1.1万股+2.05% | 加仓 |
| IiShares安硕信托GARP |
| 5.75% | 5.04% | $2,006.3万 | 24.3万股 | $1,540.6万 | 24.1万股 | +2,206股+0.92% | 加仓 |
| IiShares安硕信托IVW |
| 5.23% | 4.87% | $1,823.5万 | 13.3万股 | $1,487.3万 | 13.1万股 | +1,098股+0.84% | 加仓 |
| V先锋领航指数基金VOO |
| 4.52% | 4.04% | $1,577.0万 | 2.1万股 | $1,235.2万 | 2.1万股 | +15股+0.07% | 加仓 |
| IiShares安硕信托IEFA |
| 3.83% | 3.96% | $1,335.7万 | 13.8万股 | $1,210.7万 | 13.4万股 | +4,566股+3.41% | 加仓 |
| AAvantis·U SAVUV |
| 2.79% | 2.81% | $973.8万 | 7.8万股 | $859.2万 | 7.8万股 | +278股+0.36% | 加仓 |
| J摩根大通交易所交易基金JVAL |
| 2.4% | 2.31% | $838.7万 | 14.3万股 | $705.6万 | 14.4万股 | -1,393股-0.96% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 2.06% | 2.3% | $720.3万 | 10.7万股 | $702.3万 | 11.0万股 | -3,297股-3.00% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.96% | 2.26% | $683.4万 | 6.8万股 | $689.6万 | 6.9万股 | -779股-1.14% | 减仓 |
| V先锋领航债券指数基金BIV |
| 1.75% | 1.73% | $610.2万 | 8.0万股 | $527.5万 | 6.8万股 | +1.1万股+16.41% | 加仓 |
 苹果AAPL |
| 1.68% | 1.64% | $587.1万 | 2.0万股 | $501.5万 | 2.0万股 | +528股+2.67% | 加仓 |
| B贝莱德·ETF TRUST IIIVVB |
| 1.66% | 1.86% | $580.0万 | 16.7万股 | $568.1万 | 17.7万股 | -9,807股-5.53% | 减仓 |
| IiShares安硕信托SGOV |
| 1.23% | 1.47% | $428.2万 | 4.3万股 | $448.3万 | 4.5万股 | -1,999股-4.49% | 减仓 |
 英伟达NVDA |
| 1.18% | 1.11% | $411.9万 | 2.1万股 | $340.5万 | 2.0万股 | +1,063股+5.45% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.1% | 1.05% | $382.9万 | 13.2万股 | $321.7万 | 12.8万股 | +4,038股+3.15% | 加仓 |
| RRETURN STACKED U.S. STOCKS & MANAGED FUTURESETFRSST |
| 1.08% | 1.14% | $375.4万 | 11.5万股 | $347.9万 | 12.3万股 | -8,199股-6.66% | 减仓 |
 ILLINOIS TOOLITW |
| 1.02% | 1.54% | $354.9万 | 1.3万股 | $471.3万 | 1.8万股 | -4,984股-27.53% | 减仓 |
| AAB ACTIVE ETFSCAM |
| 0.95% | 0.87% | $330.5万 | 13.1万股 | $265.0万 | 10.6万股 | +2.5万股+23.76% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.8% | 1.61% | $277.6万 | 3.7万股 | $490.9万 | 6.5万股 | -2.8万股-43.48% | 减仓 |
| EELASTICESTC |
| 0.73% | 0.73% | $255.8万 | 4.5万股 | $224.3万 | 4.5万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.63% | 0.56% | $220.1万 | 1,835股 | $171.1万 | 1,860股 | -25股-1.34% | 减仓 |
 微软MSFT |
| 0.6% | 0.65% | $210.8万 | 5,652股 | $198.1万 | 5,353股 | +299股+5.59% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.54% | 0.51% | $187.3万 | 6,235股 | $154.8万 | 6,243股 | -8股-0.13% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.51% | 0.45% | $179.6万 | 5,083股 | $138.7万 | 4,836股 | +247股+5.11% | 加仓 |
| S嘉信策略信托SCHF |
| 0.51% | 0.52% | $179.3万 | 6.5万股 | $157.8万 | 6.4万股 | +976股+1.53% | 加仓 |
 美光科技MU |
| 0.51% | 0.18% | $178.2万 | 1,544股 | $53.7万 | 1,589股 | -45股-2.83% | 减仓 |
| IiShares安硕信托MTUM |
| 0.5% | 0.4% | $175.5万 | 5,119股 | $122.6万 | 5,110股 | +9股+0.18% | 加仓 |
| S嘉信·USSCHA |
| 0.48% | 0.44% | $167.9万 | 4.6万股 | $135.2万 | 4.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托DVY |
| 0.44% | 0.48% | $154.2万 | 9,863股 | $147.3万 | 9,726股 | +137股+1.41% | 加仓 |
 卡特彼勒CAT |
| 0.42% | 0.32% | $147.5万 | 1,385股 | $96.5万 | 1,362股 | +23股+1.69% | 加仓 |
| I景顺·S&P 500 GARP ETFSPGP |
| 0.41% | 0.45% | $142.6万 | 1.2万股 | $137.4万 | 1.3万股 | -1,111股-8.70% | 减仓 |
| IiShares安硕信托IVV |
| 0.4% | 0.4% | $140.5万 | 1,876股 | $122.5万 | 1,875股 | +1股+0.05% | 加仓 |
| G高盛ETF信托GCAL |
| 0.38% | 0.36% | $133.9万 | 2.6万股 | $110.3万 | 2.2万股 | +4,371股+20.07% | 加仓 |
| IiShares安硕信托LRGF |
| 0.37% | 0.36% | $128.4万 | 1.7万股 | $108.6万 | 1.6万股 | +530股+3.22% | 加仓 |
| JJPMORGAN CALIFORNIA TAX FREE BNDJCAL |
| 0.35% | — | $123.2万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 Meta平台META |
| 0.34% | 0.38% | $119.6万 | 2,123股 | $116.4万 | 2,034股 | +89股+4.38% | 加仓 |
 应用材料AMAT |
| 0.34% | 0.18% | $119.1万 | 1,647股 | $54.6万 | 1,598股 | +49股+3.07% | 加仓 |
 强生JNJ |
| 0.31% | 0.33% | $109.5万 | 4,312股 | $100.2万 | 4,099股 | +213股+5.20% | 加仓 |
| IIBMIBM |
| 0.31% | 0.3% | $107.1万 | 3,810股 | $91.7万 | 3,783股 | +27股+0.71% | 加仓 |
| IiShares安硕POWR |
| 0.3% | 0.33% | $106.4万 | 3.8万股 | $100.1万 | 3.8万股 | -129股-0.34% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.28% | 0.3% | $98.0万 | 1,959股 | $91.1万 | 1,902股 | +57股+3.00% | 加仓 |
 雪佛龙CVX |
| 0.27% | 0.23% | $93.4万 | 5,635股 | $71.1万 | 3,438股 | +2,197股+63.90% | 加仓 |
 摩根大通JPM |
| 0.27% | 0.26% | $93.1万 | 2,843股 | $80.4万 | 2,733股 | +110股+4.02% | 加仓 |
 Arista网络ANET |
| 0.27% | 0.22% | $92.8万 | 5,464股 | $66.7万 | 5,436股 | +28股+0.52% | 加仓 |
 默沙东MRK |
| 0.25% | 0.26% | $88.6万 | 6,896股 | $80.9万 | 6,726股 | +170股+2.53% | 加仓 |
 思科CSCO |
| 0.25% | 0.19% | $87.6万 | 7,456股 | $56.8万 | 7,319股 | +137股+1.87% | 加仓 |
| IiShares安硕·COREIJH |
| 0.24% | 0.24% | $85.4万 | 1.1万股 | $74.6万 | 1.1万股 | +19股+0.17% | 加仓 |
