| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 13.39% | 12.93% | $2,196.9万 | 64.9万股 | $1,906.2万 | 65.4万股 | -5,185股-0.79% | 减仓 |
| IiShares安硕·COREIJR |
| 11.84% | 11.01% | $1,943.7万 | 13.1万股 | $1,623.2万 | 13.1万股 | +482股+0.37% | 加仓 |
| S嘉信策略信托SCHD |
| 11.79% | 13.32% | $1,934.4万 | 61.0万股 | $1,963.0万 | 64.0万股 | -3.0万股-4.66% | 减仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 10.89% | 11.44% | $1,787.7万 | 38.1万股 | $1,685.7万 | 39.7万股 | -1.6万股-3.96% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 7.55% | 8.97% | $1,238.8万 | 24.5万股 | $1,321.7万 | 26.1万股 | -1.6万股-6.20% | 减仓 |
| S嘉信策略信托SCHF |
| 5.24% | 5.21% | $859.5万 | 31.0万股 | $767.8万 | 31.0万股 | +46股+0.01% | 加仓 |
| IISHARES IBONDS DEC 2035 TERM CORPORATE ETFIBCA |
| 3.03% | 2.58% | $498.0万 | 19.4万股 | $380.5万 | 14.8万股 | +4.6万股+31.04% | 加仓 |
 苹果AAPL |
| 2.62% | 2.51% | $429.8万 | 1.5万股 | $370.2万 | 1.5万股 | +265股+1.82% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.6% | 2.55% | $427.4万 | 5,723股 | $376.4万 | 5,788股 | -65股-1.12% | 减仓 |
| IiShares安硕信托IBDZ |
| 2.47% | 3.45% | $405.5万 | 15.6万股 | $509.1万 | 19.5万股 | -4.0万股-20.31% | 减仓 |
 宝洁PG |
| 2.34% | 2.57% | $384.5万 | 2.6万股 | $378.6万 | 2.6万股 | +2股+0.01% | 加仓 |
| S嘉信策略信托SCHM |
| 2.31% | 2.1% | $379.2万 | 10.3万股 | $310.1万 | 10.0万股 | +2,666股+2.66% | 加仓 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 1.78% | 2.07% | $292.7万 | 11.6万股 | $304.7万 | 12.1万股 | -4,396股-3.65% | 减仓 |
| IiShares安硕信托IBDT |
| 1.37% | 1.75% | $224.6万 | 8.9万股 | $257.6万 | 10.2万股 | -1.3万股-12.53% | 减仓 |
| I景顺交易所交易基金信托EQWL |
| 1.23% | 0.37% | $201.4万 | 1.6万股 | $53.8万 | 4,669股 | +1.1万股+234.33% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.19% | 1.19% | $196.0万 | 2,786股 | $175.4万 | 2,845股 | -59股-2.07% | 减仓 |
| JJPMORGAN INTERNATIONAL VALUE ETFJIVE |
| 1.11% | 0.39% | $182.4万 | 2.0万股 | $57.4万 | 6,704股 | +1.3万股+195.85% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.98% | 0.87% | $161.4万 | 3.2万股 | $128.3万 | 2.5万股 | +6,483股+25.76% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.94% | 0.96% | $153.9万 | 2.5万股 | $141.7万 | 2.6万股 | -479股-1.88% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.9% | 0.99% | $146.9万 | 6.3万股 | $146.0万 | 6.3万股 | +663股+1.06% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK |
| 0.84% | 0.17% | $137.2万 | 1.2万股 | $24.5万 | 3,080股 | +9,217股+299.25% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.83% | 0.91% | $136.9万 | 2.4万股 | $134.1万 | 2.4万股 | +591股+2.50% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.81% | 0.93% | $133.7万 | 6.1万股 | $136.9万 | 6.3万股 | -1,239股-1.98% | 减仓 |
| IiShares安硕信托IBDY |
| 0.76% | 0.82% | $124.4万 | 4.8万股 | $121.4万 | 4.7万股 | +1,354股+2.88% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 0.73% | 0.85% | $119.7万 | 5.7万股 | $125.7万 | 6.0万股 | -2,621股-4.36% | 减仓 |
| IiShares安硕信托IBDS |
| 0.66% | 0.91% | $107.8万 | 4.5万股 | $134.0万 | 5.5万股 | -1.1万股-19.45% | 减仓 |
| S嘉信·USSCHA |
| 0.62% | 0.55% | $102.0万 | 2.8万股 | $81.6万 | 2.8万股 | +179股+0.64% | 加仓 |
| GGlobal X基金AIQ |
| 0.61% | 0.48% | $99.8万 | 1.5万股 | $71.2万 | 1.5万股 | -52股-0.34% | 减仓 |
 亚马逊AMZN |
| 0.56% | 0.48% | $91.8万 | 3,851股 | $71.2万 | 3,417股 | +434股+12.70% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.52% | 0.56% | $85.5万 | 1,709股 | $81.9万 | 1,709股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.43% | 0.37% | $70.8万 | 3,539股 | $53.8万 | 3,087股 | +452股+14.64% | 加仓 |
| V先锋领航指数基金VOO |
| 0.43% | 0.2% | $69.9万 | 1,017股 | $29.0万 | 503股 | +514股+102.19% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.39% | 0.38% | $64.4万 | 1,572股 | $56.1万 | 1,572股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBMQ |
| 0.38% | 0.39% | $62.7万 | 2.5万股 | $57.6万 | 2.3万股 | +1,957股+8.68% | 加仓 |
| SSPDR行业精选信托XLU |
| 0.38% | 0.43% | $62.0万 | 1.4万股 | $62.8万 | 1.4万股 | +8股+0.06% | 加仓 |
 好市多COST |
| 0.34% | 0.42% | $55.3万 | 592股 | $61.4万 | 616股 | -24股-3.90% | 减仓 |
 谷歌AGOOGL |
| 0.31% | 0.27% | $51.5万 | 1,442股 | $40.1万 | 1,395股 | +47股+3.37% | 加仓 |
| IiShares安硕信托IBMT |
| 0.31% | 0.23% | $51.4万 | 2.0万股 | $34.0万 | 1.3万股 | +6,642股+50.08% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.31% | 0.31% | $51.4万 | 983股 | $46.1万 | 996股 | -13股-1.31% | 减仓 |
| IiShares安硕信托IBMR |
| 0.31% | 0.31% | $51.2万 | 2.0万股 | $45.6万 | 1.8万股 | +2,173股+12.07% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.29% | 0.28% | $48.3万 | 3,892股 | $41.5万 | 973股 | +2,919股+300.00% | 加仓 |
| LLEGACY EDLGCY |
| 0.29% | — | $48.1万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 CrowdStrikeCRWD |
| 0.26% | — | $43.3万 | 567股 | $0 | 0股 | +567股 | 新买入 |
| IiShares安硕信托IBMS |
| 0.26% | 0.25% | $42.9万 | 1.7万股 | $36.2万 | 1.4万股 | +2,587股+18.48% | 加仓 |
| I景顺自营指数基金BSCY |
| 0.24% | 0.26% | $38.9万 | 1.9万股 | $38.5万 | 1.9万股 | +217股+1.17% | 加仓 |
| IiShares安硕信托IVW |
| 0.22% | 0.21% | $36.6万 | 2,664股 | $30.9万 | 2,735股 | -71股-2.60% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.22% | 0.23% | $35.9万 | 1,580股 | $33.4万 | 1,580股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.21% | — | $35.1万 | 477股 | $0 | 0股 | +477股 | 新买入 |
 特斯拉TSLA |
| 0.21% | — | $34.8万 | 827股 | $0 | 0股 | +827股 | 新买入 |
 联合健康UNH |
| 0.2% | 0.15% | $32.1万 | 773股 | $21.6万 | 797股 | -24股-3.01% | 减仓 |
