| IiShares安硕信托IUSV |
| 6.22% | 6.27% | $2,033.2万 | 18.5万股 | $1,862.3万 | 18.2万股 | +2,460股+1.35% | 加仓 |
| IiShares安硕·S&PIUSG |
| 5.79% | 5.26% | $1,894.1万 | 10.1万股 | $1,562.5万 | 10.1万股 | -34股-0.03% | 减仓 |
| IiShares安硕信托TLT |
| 3.54% | 3.98% | $1,159.2万 | 13.4万股 | $1,181.1万 | 13.6万股 | -2,111股-1.55% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 3.49% | 3.64% | $1,141.4万 | 24.8万股 | $1,081.5万 | 23.5万股 | +1.3万股+5.58% | 加仓 |
| IiShares安硕信托IEFA |
| 3.47% | 3.53% | $1,134.1万 | 11.7万股 | $1,048.3万 | 11.6万股 | +1,627股+1.41% | 加仓 |
| IiShares安硕·COREIJR |
| 3.17% | 2.9% | $1,035.3万 | 7.0万股 | $860.7万 | 6.9万股 | +571股+0.82% | 加仓 |
| PPimco Active Bond ETFBOND |
| 3.14% | 2.21% | $1,027.8万 | 11.1万股 | $655.2万 | 7.1万股 | +4.0万股+57.00% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 3.04% | 2.55% | $994.0万 | 37.5万股 | $757.9万 | 28.9万股 | +8.6万股+29.57% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.57% | 2.47% | $841.9万 | 4.0万股 | $734.7万 | 3.8万股 | +1,286股+3.36% | 加仓 |
| V先锋领航指数基金VOO |
| 2.49% | 2.23% | $815.1万 | 1.1万股 | $661.8万 | 1.1万股 | -396股-3.45% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.32% | 2.04% | $757.2万 | 7.3万股 | $605.7万 | 6.2万股 | +1.1万股+16.89% | 加仓 |
| IiShares安硕IEMG |
| 2.14% | 1.97% | $698.5万 | 8.4万股 | $584.8万 | 8.4万股 | +479股+0.57% | 加仓 |
| F富达Covington信托FESM |
| 2.05% | 1.82% | $671.6万 | 13.9万股 | $540.1万 | 14.2万股 | -3,053股-2.15% | 减仓 |
 苹果AAPL |
| 1.6% | 1.55% | $523.8万 | 1.8万股 | $461.8万 | 1.8万股 | -93股-0.51% | 减仓 |
| IiShares安硕信托IVV |
| 1.47% | 1.41% | $479.2万 | 6,399股 | $417.8万 | 6,396股 | +3股+0.05% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.37% | 1.48% | $449.2万 | 9.9万股 | $440.7万 | 9.7万股 | +2,155股+2.23% | 加仓 |
 微软MSFT |
| 1.35% | 1.2% | $441.6万 | 1.2万股 | $357.2万 | 9,649股 | +2,190股+22.70% | 加仓 |
| IiShares安硕信托IUSB |
| 1.29% | 1.39% | $422.5万 | 9.2万股 | $413.7万 | 9.0万股 | +1,969股+2.20% | 加仓 |
 英伟达NVDA |
| 1.19% | 1.15% | $387.9万 | 1.9万股 | $342.1万 | 2.0万股 | -230股-1.17% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 1.18% | 1.23% | $385.7万 | 4.7万股 | $364.2万 | 4.6万股 | +432股+0.93% | 加仓 |
| IiShares安硕信托EEM |
| 1.16% | 1.08% | $379.3万 | 5.5万股 | $320.5万 | 5.6万股 | -984股-1.74% | 减仓 |
| IiShares安硕·COREIJH |
| 1.12% | 1.08% | $367.2万 | 4.8万股 | $322.2万 | 4.8万股 | -85股-0.18% | 减仓 |
| V先锋领航白厅基金VYMI |
| 1.01% | 1.17% | $331.2万 | 3.4万股 | $346.7万 | 3.7万股 | -3,063股-8.33% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.86% | 0.92% | $281.1万 | 5.6万股 | $274.3万 | 5.5万股 | +729股+1.33% | 加仓 |
 美光科技MU |
| 0.8% | 0.53% | $260.5万 | 2,257股 | $156.1万 | 4,622股 | -2,365股-51.17% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.78% | 0.85% | $255.6万 | 5.3万股 | $253.0万 | 5.2万股 | +769股+1.47% | 加仓 |
| IiShares安硕信托AGG |
| 0.75% | 2.3% | $244.9万 | 2.5万股 | $683.3万 | 6.9万股 | -4.4万股-64.05% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.73% | 0.75% | $238.8万 | 1.5万股 | $222.8万 | 1.5万股 | +64股+0.43% | 加仓 |
 Meta平台META |
| 0.73% | 0.63% | $237.7万 | 4,221股 | $188.5万 | 3,295股 | +926股+28.10% | 加仓 |
 亚马逊AMZN |
| 0.73% | 0.59% | $237.4万 | 9,961股 | $174.7万 | 8,391股 | +1,570股+18.71% | 加仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI |
| 0.7% | 0.72% | $228.5万 | 7.7万股 | $213.2万 | 7.6万股 | +758股+1.00% | 加仓 |
 摩根大通JPM |
| 0.69% | 0.62% | $224.5万 | 6,858股 | $185.0万 | 6,287股 | +571股+9.08% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.65% | 0.72% | $212.2万 | 6,007股 | $212.9万 | 7,422股 | -1,415股-19.06% | 减仓 |
 AMD超威AMD |
| 0.65% | 0.44% | $211.1万 | 3,635股 | $130.5万 | 6,414股 | -2,779股-43.33% | 减仓 |
| IiShares安硕信托EMB |
| 0.63% | 0.66% | $205.1万 | 2.1万股 | $195.3万 | 2.1万股 | +474股+2.28% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.62% | 0.61% | $201.7万 | 1.1万股 | $182.5万 | 1.1万股 | +109股+0.99% | 加仓 |
| J骏利Detroit策略信托JMBS |
| 0.62% | 0.67% | $201.2万 | 4.5万股 | $197.6万 | 4.4万股 | +990股+2.26% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.61% | 0.62% | $199.2万 | 5.5万股 | $183.8万 | 5.4万股 | +105股+0.19% | 加仓 |
 联合健康UNH |
| 0.59% | 0.43% | $193.9万 | 4,664股 | $129.2万 | 4,776股 | -112股-2.35% | 减仓 |
 博通AVGO |
| 0.59% | 0.53% | $193.6万 | 5,124股 | $158.0万 | 5,105股 | +19股+0.37% | 加仓 |
 艾伯维ABBV |
| 0.58% | 0.51% | $191.2万 | 7,599股 | $152.9万 | 7,029股 | +570股+8.11% | 加仓 |
 阿斯麦ASML |
| 0.58% | 0.54% | $189.1万 | 950股 | $160.9万 | 1,218股 | -268股-22.00% | 减仓 |
 联合包裹UPSUPS |
| 0.57% | 0.51% | $185.8万 | 1.7万股 | $152.2万 | 1.5万股 | +1,813股+11.72% | 加仓 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 0.53% | 0.57% | $171.8万 | 2.6万股 | $169.9万 | 2.5万股 | +439股+1.73% | 加仓 |
| S道富SPYM |
| 0.52% | 0.51% | $170.6万 | 1.9万股 | $150.5万 | 2.0万股 | -260股-1.32% | 减仓 |
 希捷STX |
| 0.52% | 0.48% | $170.5万 | 1,767股 | $143.1万 | 3,652股 | -1,885股-51.62% | 减仓 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.52% | 0.59% | $170.2万 | 1.0万股 | $175.0万 | 1.0万股 | -122股-1.19% | 减仓 |
| IiShares安硕信托MCHI |
| 0.51% | 0.59% | $167.7万 | 3.3万股 | $176.7万 | 3.1万股 | +1,414股+4.50% | 加仓 |
| NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH |
| 0.49% | 0.41% | $160.7万 | 7.6万股 | $120.4万 | 6.4万股 | +1.2万股+18.22% | 加仓 |
 家得宝HD |
| 0.48% | 0.35% | $156.6万 | 4,440股 | $105.0万 | 3,193股 | +1,247股+39.05% | 加仓 |
