| IiShares安硕信托IVV |
| 24.34% | 22.65% | $3,124.1万 | 5.6万股 | $3,933.9万 | 6.0万股 | -4,627股-7.68% | 减仓 |
| AASTORIA US QUALITY GROWTH KINGS ETFGQQQ |
| 11.27% | 9.04% | $1,446.7万 | 62.0万股 | $1,569.2万 | 54.5万股 | +7.4万股+13.64% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 9.9% | 9.71% | $1,270.2万 | 30.2万股 | $1,685.6万 | 39.9万股 | -9.7万股-24.36% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 7.6% | 9.91% | $974.9万 | 31.2万股 | $1,721.5万 | 44.2万股 | -13.0万股-29.35% | 减仓 |
| AASTORIA US EQUAL WEIGHT QUALITY KINROE |
| 4.85% | 5.94% | $622.4万 | 21.3万股 | $1,031.4万 | 29.1万股 | -7.8万股-26.95% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 4.72% | 2.84% | $605.4万 | 12.7万股 | $493.9万 | 10.3万股 | +2.4万股+23.52% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 4.34% | — | $557.0万 | 15.3万股 | $0 | 0股 | +15.3万股 | 新买入 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.98% | 5.02% | $382.4万 | 14.8万股 | $872.2万 | 25.8万股 | -11.0万股-42.67% | 减仓 |
| IiShares安硕信托USMV |
| 2.7% | — | $346.9万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| B贝莱德·ETF TRUST IIBINC |
| 2.34% | — | $301.0万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
| S嘉信策略信托SCHD |
| 2.28% | — | $292.4万 | 10.5万股 | $0 | 0股 | +10.5万股 | 新买入 |
| AASTORIA REAL ASSETS ETFPPI |
| 1.81% | 2.35% | $232.5万 | 16.0万股 | $408.6万 | 19.6万股 | -3.6万股-18.35% | 减仓 |
| V先锋领航全球基金ESGV |
| 1.08% | 0.89% | $138.0万 | 1.4万股 | $154.4万 | 1.4万股 | +335股+2.44% | 加仓 |
| WWisdomTree信托DGRW |
| 1% | 0.89% | $128.9万 | 1.6万股 | $155.2万 | 1.8万股 | -1,529股-8.66% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.99% | 0.26% | $126.8万 | 7,420股 | $46.0万 | 2,397股 | +5,023股+209.55% | 加仓 |
 苹果AAPL |
| 0.98% | 0.99% | $125.5万 | 5,650股 | $171.5万 | 6,757股 | -1,107股-16.38% | 减仓 |
 微软MSFT |
| 0.98% | 0.85% | $125.5万 | 3,343股 | $147.2万 | 3,977股 | -634股-15.94% | 减仓 |
 联合包裹UPSUPS |
| 0.9% | — | $115.3万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 博通AVGO |
| 0.86% | 0.51% | $110.8万 | 2,931股 | $87.9万 | 2,841股 | +90股+3.17% | 加仓 |
| I景顺自营指数基金BSMR |
| 0.85% | 0.53% | $109.7万 | 4.7万股 | $92.3万 | 3.9万股 | +7,585股+19.44% | 加仓 |
| I景顺自营指数基金BSCR |
| 0.74% | 0.44% | $95.5万 | 4.9万股 | $76.5万 | 3.9万股 | +9,745股+25.00% | 加仓 |
| I景顺自营指数基金BSMQ |
| 0.72% | 0.45% | $92.1万 | 3.9万股 | $77.3万 | 3.3万股 | +6,278股+19.18% | 加仓 |
 ALTRIAMO |
| 0.69% | 0.55% | $88.3万 | 1.5万股 | $96.2万 | 1.5万股 | +130股+0.89% | 加仓 |
| I景顺自营指数基金BSCQ |
| 0.67% | 0.4% | $86.5万 | 4.4万股 | $69.6万 | 3.6万股 | +8,746股+24.54% | 加仓 |
| IINVESCO BULLETSHARES 2025 CORPORATE BOND ETFBSCA |
| 0.65% | — | $83.2万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| I景顺自营指数基金 |
| 0.64% | — | $82.6万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
| I景顺自营指数基金BSJT |
| 0.63% | 0.39% | $80.5万 | 3.8万股 | $67.6万 | 3.2万股 | +6,070股+18.89% | 加仓 |
| I景顺自营指数基金BSJR |
| 0.5% | 0.31% | $63.7万 | 2.8万股 | $53.2万 | 2.4万股 | +4,642股+19.51% | 加仓 |
| I景顺自营指数基金BSJS |
| 0.49% | 0.31% | $63.3万 | 2.9万股 | $53.1万 | 2.4万股 | +4,766股+19.47% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.45% | — | $57.5万 | 2,964股 | $0 | 0股 | +2,964股 | 新买入 |
| IiShares安硕信托GJS |
| 0.44% | 0.3% | $56.4万 | 2.5万股 | $51.6万 | 2.3万股 | +2,023股+8.99% | 加仓 |
| BBondBloxx ETF Trust Bloomberg Two YearXTWO |
| 0.43% | 0.26% | $55.4万 | 1.1万股 | $46.0万 | 9,328股 | +1,878股+20.13% | 加仓 |
| IiShares安硕信托EFV |
| 0.41% | 0.38% | $52.3万 | 8,872股 | $65.6万 | 8,826股 | +46股+0.52% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.4% | 0.33% | $52.0万 | 3,273股 | $57.4万 | 3,471股 | -198股-5.70% | 减仓 |
 亚马逊AMZN |
| 0.39% | 0.45% | $50.6万 | 2,658股 | $78.7万 | 3,779股 | -1,121股-29.66% | 减仓 |
| IiShares安硕信托DVY |
| 0.36% | — | $46.3万 | 3,450股 | $0 | 0股 | +3,450股 | 新买入 |
| BBONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETFXONE |
| 0.36% | 0.22% | $45.9万 | 9,238股 | $38.5万 | 7,765股 | +1,473股+18.97% | 加仓 |
| S道富SPYM |
| 0.32% | 0.47% | $40.7万 | 6,189股 | $81.4万 | 1.1万股 | -4,448股-41.82% | 减仓 |
| G通用动力VTI |
| 0.28% | 0.25% | $35.9万 | 1,306股 | $43.2万 | 1,346股 | -40股-2.97% | 减仓 |
| IiShares安硕信托IUSB |
| 0.26% | 0.19% | $33.8万 | 7,330股 | $32.4万 | 7,005股 | +325股+4.64% | 加仓 |
| IiShares安硕信托ITOT |
| 0.25% | 0.18% | $32.4万 | 2,661股 | $31.3万 | 2,211股 | +450股+20.35% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.24% | 0.15% | $30.6万 | 5,839股 | $25.5万 | 4,852股 | +987股+20.34% | 加仓 |
| IiShares安硕信托LQD |
| 0.23% | 0.15% | $29.1万 | 2,674股 | $25.9万 | 2,376股 | +298股+12.54% | 加仓 |
 联合健康UNH |
| 0.22% | — | $28.8万 | 549股 | $0 | 0股 | +549股 | 新买入 |
| IiShares安硕信托SHV |
| 0.21% | 0.16% | $27.1万 | 2,450股 | $27.0万 | 2,450股 | 00.00% | 持仓不变 |
 星座能源CEG |
| 0.21% | 0.2% | $27.0万 | 1,338股 | $35.2万 | 1,260股 | +78股+6.19% | 加仓 |
| V先锋领航指数基金VOO |
| 0.2% | 0.19% | $26.1万 | 509股 | $33.5万 | 561股 | -52股-9.27% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.2% | 0.24% | $26.0万 | 7,146股 | $42.5万 | 9,314股 | -2,168股-23.28% | 减仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 0.19% | 0.18% | $24.2万 | 7,801股 | $30.8万 | 8,960股 | -1,159股-12.94% | 减仓 |
| E爱克斯龙EXC |
| 0.16% | 0.12% | $19.9万 | 4,329股 | $20.3万 | 4,141股 | +188股+4.54% | 加仓 |
