| IiShares安硕信托IUSB |
| 9.29% | 9% | $3,002.8万 | 65.1万股 | $2,579.5万 | 55.8万股 | +9.2万股+16.51% | 加仓 |
| V先锋领航指数基金VOO |
| 5.91% | 2.5% | $1,910.1万 | 2.8万股 | $715.5万 | 1.2万股 | +1.6万股+132.27% | 加仓 |
| G通用动力VTI |
| 5.52% | 7.37% | $1,785.6万 | 4.8万股 | $2,111.1万 | 6.6万股 | -1.8万股-26.67% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 5.41% | 5.33% | $1,748.8万 | 51.7万股 | $1,526.8万 | 52.4万股 | -7,341股-1.40% | 减仓 |
 微软MSFT |
| 5.22% | 5.88% | $1,687.0万 | 4.5万股 | $1,685.7万 | 4.6万股 | -314股-0.69% | 减仓 |
| B贝莱德ETF信托DYNF |
| 4.94% | 2.11% | $1,595.2万 | 23.5万股 | $604.6万 | 10.4万股 | +13.1万股+125.70% | 加仓 |
| IiShares安硕信托IXUS |
| 3.9% | 6.25% | $1,258.9万 | 13.2万股 | $1,790.5万 | 20.7万股 | -7.5万股-36.18% | 减仓 |
| B贝莱德ETF信托CORO |
| 3.68% | 2.34% | $1,188.3万 | 32.5万股 | $672.0万 | 20.9万股 | +11.6万股+55.34% | 加仓 |
| IiShares安硕信托GVI |
| 3.07% | 4.05% | $991.1万 | 9.2万股 | $1,159.5万 | 10.9万股 | -1.7万股-15.69% | 减仓 |
| B贝莱德ETF信托BLCV |
| 2.74% | 2.31% | $885.0万 | 21.4万股 | $663.3万 | 18.4万股 | +3.1万股+16.65% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 2.67% | 5.21% | $862.4万 | 3.9万股 | $1,492.4万 | 7.8万股 | -3.9万股-49.49% | 减仓 |
| C资本集团固定收益ETF信托CGMS |
| 2.65% | 3.26% | $856.4万 | 31.3万股 | $934.8万 | 34.3万股 | -3.0万股-8.72% | 减仓 |
| S嘉信策略信托SCHD |
| 2.57% | 4.08% | $832.1万 | 26.2万股 | $1,169.8万 | 38.1万股 | -11.9万股-31.18% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 2.48% | 2.72% | $800.7万 | 15.8万股 | $778.7万 | 15.6万股 | +2,306股+1.48% | 加仓 |
| B贝莱德ETF信托BAI |
| 2.01% | 1.1% | $649.3万 | 12.3万股 | $315.3万 | 9.6万股 | +2.7万股+28.70% | 加仓 |
| B贝莱德·ETF TRUST IIINMU |
| 1.75% | 1.03% | $564.8万 | 23.3万股 | $296.3万 | 12.4万股 | +10.9万股+87.96% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 1.74% | 0.2% | $563.4万 | 1.5万股 | $56.8万 | 1,786股 | +1.4万股+761.93% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 1.43% | 1.24% | $461.4万 | 8.4万股 | $356.1万 | 6.4万股 | +1.9万股+29.99% | 加仓 |
| I景顺交易所交易基金IIPZA |
| 1.37% | 0.27% | $443.4万 | 18.9万股 | $78.2万 | 3.4万股 | +15.4万股+453.73% | 加仓 |
| B贝莱德ETF信托THRO |
| 1.32% | 1.65% | $426.2万 | 9.9万股 | $474.2万 | 13.1万股 | -3.2万股-24.49% | 减仓 |
| V先锋领航·TOTALBNDX |
| 1.28% | 1.19% | $414.1万 | 8.6万股 | $340.6万 | 7.1万股 | +1.5万股+20.63% | 加仓 |
| B贝莱德ETF信托IALT |
| 1.24% | — | $401.7万 | 14.3万股 | $0 | 0股 | +14.3万股 | 新买入 |
| JJPMORGAN U.S. MOMENTUM FACTORJMOM |
| 1.23% | 1.03% | $397.5万 | 4.7万股 | $294.9万 | 4.3万股 | +3,098股+7.14% | 加仓 |
| IiShares安硕IEMG |
| 1.18% | 1.27% | $382.9万 | 4.6万股 | $363.2万 | 5.2万股 | -5,847股-11.23% | 减仓 |
| GGlobal X基金SHLD |
| 1.17% | 0.83% | $376.5万 | 6.3万股 | $238.2万 | 3.4万股 | +2.9万股+87.51% | 加仓 |
 苹果AAPL |
| 1.15% | 1.16% | $372.9万 | 1.3万股 | $331.5万 | 1.3万股 | -175股-1.34% | 减仓 |
| C资本集团固定收益ETF信托CGMU |
| 1.13% | 1.56% | $364.9万 | 13.3万股 | $446.2万 | 16.4万股 | -3.1万股-19.16% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.01% | 0.99% | $326.9万 | 11.3万股 | $283.3万 | 11.3万股 | -1股-0.00% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.91% | 1.13% | $293.3万 | 5,862股 | $324.2万 | 6,765股 | -903股-13.35% | 减仓 |
| B贝莱德ETF信托BLCR |
| 0.86% | — | $278.2万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
| IiShares黄金信托IAU |
| 0.83% | 0.57% | $268.6万 | 3.6万股 | $162.3万 | 1.8万股 | +1.7万股+93.19% | 加仓 |
| IiShares安硕信托USXF |
| 0.78% | 0.72% | $251.2万 | 3.6万股 | $207.5万 | 3.8万股 | -1,420股-3.78% | 减仓 |
 迪尔DE |
| 0.68% | 0.7% | $219.8万 | 3,465股 | $200.3万 | 3,555股 | -90股-2.53% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.63% | 0.64% | $202.9万 | 1.5万股 | $184.3万 | 1.6万股 | -1,076股-6.55% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 0.58% | 2.08% | $186.5万 | 2.8万股 | $597.5万 | 9.3万股 | -6.6万股-70.48% | 减仓 |
| B贝莱德ETF信托LCTU |
| 0.52% | 0.44% | $169.5万 | 2.1万股 | $126.0万 | 1.8万股 | +3,181股+17.71% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.47% | 0.75% | $150.4万 | 2.9万股 | $213.6万 | 4.2万股 | -1.2万股-29.63% | 减仓 |
| CCCM AFFORDABLE HOUSING MBS ETFOWNS |
| 0.46% | 0.37% | $149.0万 | 8.6万股 | $107.4万 | 6.2万股 | +2.4万股+39.33% | 加仓 |
| IiShares安硕信托IBDU |
| 0.45% | 0.47% | $145.5万 | 6.3万股 | $134.5万 | 5.8万股 | +4,718股+8.12% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.39% | 0.35% | $125.0万 | 1.8万股 | $99.8万 | 1.6万股 | +1,972股+12.66% | 加仓 |
| BBANK OF AMERBAC |
| 0.37% | 0.36% | $119.6万 | 2.1万股 | $102.3万 | 2.1万股 | +2股+0.01% | 加仓 |
 好市多COST |
| 0.37% | 0.44% | $118.6万 | 1,268股 | $126.3万 | 1,268股 | 00.00% | 持仓不变 |
| IiShares安硕信托DGRO |
| 0.36% | 0.33% | $116.2万 | 1.5万股 | $95.3万 | 1.4万股 | +1,761股+12.97% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.35% | 0.38% | $113.0万 | 1.4万股 | $109.6万 | 1.5万股 | -1,552股-10.16% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.35% | 0.35% | $112.3万 | 1.3万股 | $100.7万 | 1.3万股 | +1股+0.01% | 加仓 |
 英伟达NVDA |
| 0.33% | 0.35% | $107.4万 | 5,366股 | $99.8万 | 5,721股 | -355股-6.21% | 减仓 |
| IiShares安硕信托IVV |
| 0.31% | 0.34% | $101.7万 | 1,358股 | $97.6万 | 1,494股 | -136股-9.10% | 减仓 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 0.28% | 0.32% | $91.1万 | 1.8万股 | $91.4万 | 1.8万股 | -95股-0.52% | 减仓 |
| IISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETFBALI |
| 0.28% | 0.18% | $89.8万 | 2.7万股 | $51.8万 | 1.7万股 | +9,731股+57.88% | 加仓 |
| V先锋领航全球基金VCR |
| 0.27% | 0.29% | $87.2万 | 2,199股 | $83.4万 | 2,324股 | -125股-5.38% | 减仓 |
