| IiShares安硕信托IVV |
| 22.01% | 25% | $3,466.4万 | 7.6万股 | $3,645.8万 | 7.6万股 | -29股-0.04% | 减仓 |
| V先锋领航指数基金VXF |
| 6.66% | 7.64% | $1,047.9万 | 6.3万股 | $1,114.4万 | 6.1万股 | +2,312股+3.79% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 6.13% | — | $965.0万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 6.04% | 6.92% | $951.5万 | 5.9万股 | $1,009.2万 | 5.9万股 | -83股-0.14% | 减仓 |
| IiShares安硕信托IWV |
| 5.23% | 5.97% | $822.8万 | 3.1万股 | $870.4万 | 3.1万股 | -5股-0.02% | 减仓 |
 苹果AAPL |
| 4.86% | 5.34% | $765.2万 | 4.4万股 | $778.1万 | 4.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 4.65% | 5.99% | $732.1万 | 8.8万股 | $873.2万 | 10.2万股 | -1.4万股-13.96% | 减仓 |
| IiShares安硕信托USMV |
| 3.05% | 3.52% | $480.6万 | 6.2万股 | $513.8万 | 6.4万股 | -1,551股-2.44% | 减仓 |
 特斯拉TSLA |
| 2.9% | 3.07% | $457.1万 | 4,242股 | $448.3万 | 4,242股 | 00.00% | 持仓不变 |
| IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR |
| 2.37% | 2.31% | $373.5万 | 7.5万股 | $336.7万 | 6.7万股 | +7,862股+11.70% | 加仓 |
| IiShares安硕信托SHV |
| 2% | 1.81% | $314.4万 | 2.9万股 | $264.4万 | 2.4万股 | +4,570股+19.09% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.75% | 1.63% | $275.2万 | 7,797股 | $237.1万 | 7,930股 | -133股-1.68% | 减仓 |
| IiShares安硕信托ITOT |
| 1.59% | 1.66% | $250.3万 | 2.5万股 | $242.5万 | 2.2万股 | +2,217股+9.86% | 加仓 |
| IiShares安硕信托ITOT |
| 1.32% | 1.54% | $207.2万 | 2.1万股 | $224.6万 | 2.1万股 | -465股-2.21% | 减仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 1.31% | 0.18% | $206.2万 | 3.9万股 | $25.9万 | 4,600股 | +3.4万股+745.76% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.28% | 1.53% | $200.8万 | 7,233股 | $223.1万 | 7,300股 | -67股-0.92% | 减仓 |
| VVANECK INTERMEDIATE MUNIETFITM |
| 1.24% | — | $194.8万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| IiShares安硕信托IEFA |
| 1.14% | 1.28% | $180.2万 | 2.6万股 | $186.4万 | 2.5万股 | +948股+3.80% | 加仓 |
| IiShares安硕信托GVI |
| 0.94% | 0.53% | $148.0万 | 1.3万股 | $77.0万 | 6,618股 | +6,879股+103.94% | 加仓 |
 微软MSFT |
| 0.9% | 1.06% | $141.6万 | 4,594股 | $154.5万 | 4,594股 | 00.00% | 持仓不变 |
| IISHARES U.S. ENERGY ETFIYE |
| 0.88% | 0.74% | $139.0万 | 3.4万股 | $107.5万 | 3.6万股 | -1,752股-4.91% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.86% | 1.19% | $135.7万 | 1.3万股 | $173.7万 | 1.5万股 | -1,960股-12.96% | 减仓 |
| IiShares安硕信托 |
| 0.86% | — | $134.7万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
| IiShares安硕信托EFAV |
| 0.79% | 0.92% | $124.2万 | 1.7万股 | $134.5万 | 1.8万股 | -303股-1.73% | 减仓 |
| IiShares安硕信托TIP |
| 0.77% | 0.43% | $121.0万 | 9,717股 | $63.2万 | 4,895股 | +4,822股+98.51% | 加仓 |
| IISHARES US FINANCIAL SERVICES ETFIYG |
| 0.74% | 0.76% | $116.6万 | 6,468股 | $110.4万 | 5,718股 | +750股+13.12% | 加仓 |
| IiShares安硕·U.S. HEALTHCARE ETFIYH |
| 0.74% | 0.82% | $116.0万 | 4,018股 | $119.2万 | 3,968股 | +50股+1.26% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.73% | 0.94% | $114.5万 | 2.3万股 | $137.0万 | 2.7万股 | -4,333股-15.80% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.61% | 0.69% | $96.3万 | 2,133股 | $101.3万 | 2,133股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFG |
| 0.56% | 0.69% | $88.5万 | 9,192股 | $100.2万 | 9,082股 | +110股+1.21% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.55% | 0.33% | $86.5万 | 5,484股 | $48.6万 | 2,987股 | +2,497股+83.60% | 加仓 |
| IISHARES TR IBONDS DEC23 ETF |
| 0.5% | 0.49% | $79.1万 | 3.1万股 | $71.3万 | 2.8万股 | +3,500股+12.59% | 加仓 |
| IiShares安硕信托EFV |
| 0.48% | 0.5% | $75.2万 | 1.5万股 | $72.5万 | 1.4万股 | +584股+4.06% | 加仓 |
| IiShares安硕信托HDV |
| 0.44% | 0.42% | $69.2万 | 6,473股 | $61.9万 | 6,130股 | +343股+5.60% | 加仓 |
| IiShares安硕信托PFF |
| 0.44% | 0.62% | $68.5万 | 1.9万股 | $90.1万 | 2.3万股 | -4,041股-17.68% | 减仓 |
| IiShares安硕信托IUSB |
| 0.42% | 0.45% | $66.2万 | 1.3万股 | $65.0万 | 1.2万股 | +1,056股+8.60% | 加仓 |
| IiShares安硕信托IWD |
| 0.4% | 0.44% | $63.3万 | 3,816股 | $64.1万 | 3,816股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.39% | 0.5% | $62.0万 | 4,522股 | $72.3万 | 4,671股 | -149股-3.19% | 减仓 |
| IISHARES U.S. INSURANCE ETFIAK |
| 0.38% | 0.26% | $59.7万 | 1.5万股 | $38.5万 | 1.2万股 | +2,425股+19.44% | 加仓 |
| IiShares安硕·COREIJR |
| 0.35% | 0.37% | $55.4万 | 5,133股 | $53.9万 | 4,710股 | +423股+8.98% | 加仓 |
| AAT&TT |
| 0.34% | 0.43% | $54.0万 | 2.3万股 | $62.5万 | 2.5万股 | -2,540股-10.00% | 减仓 |
| B贝莱德·ETF TRUST IIINMU |
| 0.34% | — | $53.4万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| IiShares安硕信托GJS |
| 0.33% | 0.39% | $52.7万 | 2.1万股 | $57.0万 | 2.1万股 | -206股-0.96% | 减仓 |
| IiShares安硕信托IXN |
| 0.32% | 0.39% | $50.9万 | 8,777股 | $56.6万 | 8,791股 | -14股-0.16% | 减仓 |
| CCIGNALIBD |
| 0.32% | 0.33% | $50.5万 | 2,106股 | $48.4万 | 2,106股 | 00.00% | 持仓不变 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.32% | 0.25% | $49.6万 | 9,822股 | $36.7万 | 7,235股 | +2,587股+35.76% | 加仓 |
 埃克森美孚XOM |
| 0.31% | 0.25% | $48.4万 | 5,857股 | $35.8万 | 5,857股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.3% | 0.33% | $47.9万 | 3,076股 | $48.2万 | 3,074股 | +2股+0.07% | 加仓 |
 雷神技术RTX |
| 0.3% | 0.28% | $47.0万 | 4,745股 | $40.8万 | 4,745股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.29% | 0.32% | $46.3万 | 142股 | $47.3万 | 142股 | 00.00% | 持仓不变 |
