| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 9.54% | 10.74% | $1,335.8万 | 58.4万股 | $1,411.4万 | 61.6万股 | -3.2万股-5.26% | 减仓 |
| SSPDR道富指数基金SPDW |
| 9.27% | 8.3% | $1,297.7万 | 25.8万股 | $1,091.2万 | 23.9万股 | +1.8万股+7.73% | 加仓 |
| V先锋领航指数基金VOO |
| 9.08% | 9% | $1,271.2万 | 1.9万股 | $1,183.1万 | 2.0万股 | -1,290股-6.52% | 减仓 |
| IiShares安硕信托IBTH |
| 6.01% | 6.37% | $841.5万 | 37.6万股 | $836.5万 | 37.3万股 | +3,251股+0.87% | 加仓 |
| SSPDR道富指数基金SPEM |
| 5.7% | 4.82% | $797.3万 | 15.4万股 | $632.8万 | 13.5万股 | +1.9万股+14.14% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 5.41% | 5.24% | $757.2万 | 16.1万股 | $688.2万 | 16.2万股 | -586股-0.36% | 减仓 |
| IiShares安硕信托IBHF |
| 4.88% | 4.95% | $683.4万 | 30.2万股 | $650.6万 | 28.3万股 | +1.8万股+6.45% | 加仓 |
| IiShares安硕·COREIJH |
| 4.27% | 4.29% | $597.3万 | 7.7万股 | $563.8万 | 8.3万股 | -6,024股-7.22% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 4.2% | 4.2% | $588.0万 | 2.8万股 | $551.4万 | 2.9万股 | -1,092股-3.80% | 减仓 |
| IiShares安硕信托IBDR |
| 3.97% | 4.05% | $555.2万 | 22.9万股 | $531.8万 | 21.9万股 | +9,779股+4.46% | 加仓 |
| IiShares安硕信托IBHI |
| 3.88% | 3.87% | $542.8万 | 23.2万股 | $508.5万 | 21.8万股 | +1.4万股+6.25% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 3.6% | 2.96% | $504.4万 | 3.1万股 | $389.0万 | 3.5万股 | -3,471股-10.00% | 减仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 3.58% | 3.49% | $500.8万 | 2.3万股 | $458.2万 | 2.2万股 | +364股+1.62% | 加仓 |
| IiShares安硕·COREIJR |
| 3.03% | 2.84% | $424.3万 | 2.9万股 | $373.8万 | 3.0万股 | -1,457股-4.85% | 减仓 |
| IiShares安硕信托USMV |
| 2.66% | 2.59% | $372.1万 | 3.9万股 | $340.3万 | 3.7万股 | +1,874股+5.11% | 加仓 |
| KKOVITZ CORE EQUITY ETFEQTY |
| 2.28% | 2.21% | $319.3万 | 11.4万股 | $290.8万 | 11.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 2.26% | 2.38% | $316.7万 | 4,229股 | $313.2万 | 4,795股 | -566股-11.80% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 1.9% | 2.07% | $265.4万 | 1.2万股 | $271.6万 | 1.4万股 | -2,064股-14.58% | 减仓 |
| I景顺·S&PSPHQ |
| 1.59% | 1.16% | $223.0万 | 2.5万股 | $151.9万 | 2.0万股 | +4,547股+22.51% | 加仓 |
| S道富SPMD |
| 1.19% | 1% | $166.4万 | 2.5万股 | $131.3万 | 2.2万股 | +2,448股+11.04% | 加仓 |
 苹果AAPL |
| 1.06% | 0.99% | $148.4万 | 5,129股 | $130.3万 | 5,133股 | -4股-0.08% | 减仓 |
| IiShares安硕信托IBTI |
| 1.06% | 0.91% | $147.8万 | 6.7万股 | $119.2万 | 5.3万股 | +1.3万股+24.82% | 加仓 |
 摩根大通JPM |
| 0.81% | 0.4% | $113.8万 | 3,477股 | $52.3万 | 1,776股 | +1,701股+95.78% | 加仓 |
| S道富SPSM |
| 0.81% | 0.67% | $113.4万 | 2.0万股 | $87.6万 | 1.8万股 | +1,537股+8.48% | 加仓 |
 礼来LLY |
| 0.8% | 3.33% | $112.1万 | 935股 | $437.0万 | 4,751股 | -3,816股-80.32% | 减仓 |
| S道富SPYM |
| 0.74% | 0.65% | $103.7万 | 1.2万股 | $85.7万 | 1.1万股 | +601股+5.37% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.69% | 0.77% | $96.0万 | 1,286股 | $100.9万 | 1,551股 | -265股-17.09% | 减仓 |
| IiShares安硕EUSA |
| 0.64% | 0.61% | $89.1万 | 7,800股 | $80.5万 | 7,912股 | -112股-1.42% | 减仓 |
 ROYCE SMALL CAP TRUST CFRVT |
| 0.54% | 0.52% | $75.5万 | 4.1万股 | $67.8万 | 4.1万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.47% | 0.38% | $66.1万 | 1,851股 | $49.4万 | 1,719股 | +132股+7.68% | 加仓 |
| IiShares安硕信托SHYG |
| 0.43% | 0.36% | $59.5万 | 1.4万股 | $48.0万 | 1.1万股 | +2,696股+23.79% | 加仓 |
 英伟达NVDA |
| 0.41% | 0.38% | $57.7万 | 2,884股 | $49.7万 | 2,849股 | +35股+1.23% | 加仓 |
 微软MSFT |
| 0.37% | 0.37% | $52.1万 | 1,397股 | $48.0万 | 1,297股 | +100股+7.71% | 加仓 |
 亚马逊AMZN |
| 0.27% | 0.28% | $37.5万 | 1,573股 | $36.7万 | 1,761股 | -188股-10.68% | 减仓 |
 艾伯维ABBV |
| 0.27% | 0.25% | $37.4万 | 1,487股 | $32.3万 | 1,487股 | 00.00% | 持仓不变 |
 iShares安硕·MBSACGL |
| 0.26% | 0.4% | $36.1万 | 3,822股 | $52.6万 | 5,540股 | -1,718股-31.01% | 减仓 |
| IiShares安硕信托IEFA |
| 0.25% | 0.34% | $35.0万 | 3,628股 | $44.3万 | 4,896股 | -1,268股-25.90% | 减仓 |
| IINVESCO S&P 500 CONCENTRATED QVM ETFQVMT |
| 0.24% | 0.37% | $33.4万 | 4,781股 | $48.2万 | 8,111股 | -3,330股-41.06% | 减仓 |
| IiShares安硕IEMG |
| 0.23% | 0.26% | $32.6万 | 3,932股 | $34.2万 | 4,910股 | -978股-19.92% | 减仓 |
| I景顺交易所交易基金IIBAB |
| 0.22% | 0.24% | $30.9万 | 1.2万股 | $31.8万 | 1.2万股 | -305股-2.58% | 减仓 |
 星座能源CEG |
| 0.22% | 0.26% | $30.5万 | 1,226股 | $34.2万 | 1,226股 | 00.00% | 持仓不变 |
 VanEck ETF信托SMH |
| 0.21% | — | $29.5万 | 450股 | $0 | 0股 | +450股 | 新买入 |
 默沙东MRK |
| 0.2% | 0.2% | $27.9万 | 2,169股 | $26.1万 | 2,169股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 0.19% | 0.18% | $26.5万 | 1,464股 | $24.2万 | 1,464股 | 00.00% | 持仓不变 |
| IINVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETFIDLV |
| 0.17% | 0.17% | $24.4万 | 7,063股 | $22.9万 | 6,642股 | +421股+6.34% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.16% | 0.18% | $22.4万 | 448股 | $23.9万 | 498股 | -50股-10.04% | 减仓 |
