| S道富SPYM |
| 14.26% | 9.71% | $5,041.0万 | 57.4万股 | $3,004.6万 | 39.3万股 | +18.1万股+46.13% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 6.69% | 7.19% | $2,367.0万 | 102.3万股 | $2,224.4万 | 95.8万股 | +6.5万股+6.83% | 加仓 |
| B贝莱德ETF信托DYNF |
| 5.54% | 5.47% | $1,958.0万 | 28.8万股 | $1,692.9万 | 29.1万股 | -3,070股-1.06% | 减仓 |
| B贝莱德ETF信托CORO |
| 5.12% | 4.83% | $1,812.0万 | 49.5万股 | $1,495.0万 | 46.5万股 | +3.0万股+6.47% | 加仓 |
| IiShares安硕信托IVV |
| 4.52% | 4.5% | $1,598.5万 | 2.1万股 | $1,392.8万 | 2.1万股 | +23股+0.11% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 4.32% | 4.27% | $1,528.1万 | 4.2万股 | $1,322.5万 | 4.2万股 | +189股+0.45% | 加仓 |
| IiShares安硕信托IVW |
| 3.32% | 3.39% | $1,175.3万 | 8.5万股 | $1,048.5万 | 9.3万股 | -7,235股-7.81% | 减仓 |
| IiShares安硕信托IUSB |
| 3.12% | 3.73% | $1,103.0万 | 23.9万股 | $1,154.2万 | 25.0万股 | -1.1万股-4.35% | 减仓 |
 iShares安硕·MBSACGL |
| 2.86% | 3.17% | $1,011.8万 | 10.7万股 | $980.2万 | 10.3万股 | +3,805股+3.69% | 加仓 |
| IiShares安硕信托GJS |
| 2.85% | 3.66% | $1,008.5万 | 44.3万股 | $1,132.5万 | 49.4万股 | -5.2万股-10.44% | 减仓 |
| IiShares安硕·S&PIVE |
| 2.73% | 3.9% | $964.5万 | 4.2万股 | $1,207.0万 | 5.7万股 | -1.5万股-25.69% | 减仓 |
| B贝莱德ETF信托BAI |
| 2.2% | 1.88% | $779.3万 | 14.8万股 | $581.5万 | 17.6万股 | -2.9万股-16.24% | 减仓 |
| IiShares安硕IEMG |
| 2.03% | 2.84% | $718.2万 | 8.7万股 | $880.2万 | 12.6万股 | -3.9万股-31.29% | 减仓 |
| BBONDBLOXX ETF TRUSTXTEN |
| 1.87% | 1.74% | $659.6万 | 14.5万股 | $539.3万 | 11.8万股 | +2.7万股+23.05% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 1.83% | 1.8% | $645.6万 | 4.0万股 | $558.2万 | 5.0万股 | -9,825股-19.73% | 减仓 |
| B贝莱德ETF信托THRO |
| 1.65% | 2.07% | $583.1万 | 13.5万股 | $640.3万 | 17.7万股 | -4.2万股-23.48% | 减仓 |
 可口可乐KO |
| 1.62% | 1.71% | $572.1万 | 7.0万股 | $530.5万 | 7.0万股 | +647股+0.93% | 加仓 |
| B贝莱德ETF信托BLCR |
| 1.56% | 1.41% | $551.7万 | 11.0万股 | $437.3万 | 10.7万股 | +3,029股+2.84% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.55% | 3.39% | $549.6万 | 2.5万股 | $1,049.9万 | 5.5万股 | -3.0万股-54.25% | 减仓 |
| IiShares安硕信托EFG |
| 1.49% | 0.81% | $525.7万 | 4.2万股 | $252.2万 | 2.3万股 | +2.0万股+86.61% | 加仓 |
| B贝莱德ETF信托IALT |
| 1.47% | — | $521.3万 | 18.6万股 | $0 | 0股 | +18.6万股 | 新买入 |
| IiShares安硕信托EFV |
| 1.34% | 2.98% | $473.3万 | 6.2万股 | $921.1万 | 12.4万股 | -6.2万股-50.09% | 减仓 |
| V先锋领航·TOTALBNDX |
| 1.33% | 1.64% | $469.5万 | 9.7万股 | $508.2万 | 10.6万股 | -8,836股-8.35% | 减仓 |
| GGlobal X基金SHLD |
| 1.26% | 1.75% | $445.1万 | 7.5万股 | $541.7万 | 7.6万股 | -1,917股-2.51% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 1.17% | 1.96% | $415.4万 | 7.9万股 | $605.5万 | 11.7万股 | -3.7万股-31.94% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 1.17% | 1.06% | $413.1万 | 1.6万股 | $329.2万 | 1.8万股 | -1,767股-9.74% | 减仓 |
| V先锋领航债券指数基金BIV |
| 1.01% | 0.85% | $358.0万 | 4.7万股 | $262.6万 | 3.4万股 | +1.3万股+37.17% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 0.91% | 0.15% | $323.3万 | 3.4万股 | $46.7万 | 4,893股 | +2.9万股+598.59% | 加仓 |
 苹果AAPL |
| 0.88% | 0.74% | $311.6万 | 1.1万股 | $230.2万 | 9,069股 | +1,700股+18.75% | 加仓 |
| IiShares安硕信托IVLU |
| 0.87% | 0.97% | $308.8万 | 7.4万股 | $301.1万 | 7.6万股 | -2,038股-2.69% | 减仓 |
| IiShares黄金信托IAU |
| 0.76% | 1.08% | $269.9万 | 3.6万股 | $334.2万 | 3.8万股 | -2,174股-5.73% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.76% | 0.76% | $268.3万 | 6,552股 | $235.6万 | 6,608股 | -56股-0.85% | 减仓 |
 英伟达NVDA |
| 0.69% | 0.6% | $243.9万 | 1.2万股 | $185.3万 | 1.1万股 | +1,566股+14.74% | 加仓 |
| IISHARES SYSTEMATIC BOND ETFSYSB |
| 0.64% | 0.69% | $227.1万 | 2.6万股 | $214.9万 | 2.4万股 | +1,454股+6.02% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.59% | — | $206.9万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.53% | 0.48% | $187.1万 | 1.8万股 | $149.3万 | 1.9万股 | -683股-3.60% | 减仓 |
| IIshares Gnma Bond EtfGNMA |
| 0.5% | 0.57% | $175.1万 | 4.0万股 | $175.4万 | 4.0万股 | +32股+0.08% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.46% | 0.52% | $164.3万 | 3.2万股 | $161.9万 | 3.2万股 | +34股+0.10% | 加仓 |
| SSCHWAB MUNICIPAL BOND ETFSCMB |
| 0.45% | 0.54% | $160.4万 | 6.2万股 | $166.4万 | 6.5万股 | -3,157股-4.84% | 减仓 |
| IiShares安硕信托LMUB |
| 0.41% | 0.27% | $146.2万 | 2.9万股 | $84.4万 | 1.7万股 | +1.2万股+68.78% | 加仓 |
 特斯拉TSLA |
| 0.39% | 0.32% | $139.0万 | 3,304股 | $100.5万 | 2,703股 | +601股+22.23% | 加仓 |
 谷歌AGOOGL |
| 0.39% | 0.28% | $138.6万 | 3,879股 | $87.9万 | 3,057股 | +822股+26.89% | 加仓 |
| IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF |
| 0.39% | 0.37% | $138.1万 | 1.9万股 | $113.8万 | 1.9万股 | +20股+0.11% | 加仓 |
 微软MSFT |
| 0.37% | 0.31% | $132.3万 | 3,546股 | $97.0万 | 2,621股 | +925股+35.29% | 加仓 |
| SSPDR道富系列信托XAR |
| 0.35% | 0.13% | $124.7万 | 4,393股 | $40.1万 | 1,579股 | +2,814股+178.21% | 加仓 |
| IiShares安硕信托ICVT |
| 0.34% | 0.52% | $121.0万 | 9,941股 | $160.0万 | 1.6万股 | -5,778股-36.76% | 减仓 |
| IiShares安硕信托ITOT |
| 0.33% | 0.34% | $118.2万 | 7,194股 | $105.8万 | 7,429股 | -235股-3.16% | 减仓 |
| IiShares安硕信托ITOT |
| 0.33% | 0.32% | $115.4万 | 7,052股 | $99.7万 | 7,052股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.32% | 0.28% | $113.7万 | 4,769股 | $87.1万 | 4,182股 | +587股+14.04% | 加仓 |
| IiShares安硕信托GVI |
| 0.32% | 0.62% | $112.7万 | 1.0万股 | $192.9万 | 1.8万股 | -7,704股-42.39% | 减仓 |
