| I景顺交易所交易基金IISPMO |
| 10.18% | 12.91% | $7,931.4万 | 49.1万股 | $8,875.9万 | 79.2万股 | -30.1万股-37.98% | 减仓 |
| I景顺·S&PSPHQ |
| 5.39% | 5.85% | $4,200.2万 | 46.6万股 | $4,026.4万 | 53.6万股 | -6.9万股-12.95% | 减仓 |
| I景顺自营指数基金IUS |
| 4.97% | — | $3,873.1万 | 59.1万股 | $0 | 0股 | +59.1万股 | 新买入 |
| WWISDOMTREE TRUST EFFICIENT GOLD PLUS EQUITY STRATEGY FDGDE |
| 4.82% | 5.68% | $3,757.5万 | 61.5万股 | $3,903.4万 | 62.1万股 | -5,547股-0.89% | 减仓 |
| J骏利亨德森JAAA |
| 4.76% | 0.21% | $3,708.4万 | 73.4万股 | $145.5万 | 2.9万股 | +70.6万股+2,442.35% | 加仓 |
| IiShares安硕信托STIP |
| 4.46% | — | $3,473.2万 | 34.0万股 | $0 | 0股 | +34.0万股 | 新买入 |
| IISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFISHG |
| 4.16% | — | $3,240.1万 | 43.6万股 | $0 | 0股 | +43.6万股 | 新买入 |
| PPIMCO太平洋投资管理ETFHYS |
| 4.16% | — | $3,239.8万 | 34.6万股 | $0 | 0股 | +34.6万股 | 新买入 |
| IiShares安硕信托IVV |
| 4.04% | 4.04% | $3,146.3万 | 4.2万股 | $2,778.6万 | 4.3万股 | -524股-1.23% | 减仓 |
| WWisdomTree U.S. InternationaNTSD |
| 3.43% | — | $2,675.8万 | 58.0万股 | $0 | 0股 | +58.0万股 | 新买入 |
| IiShares安硕·COREIJH |
| 3.29% | 3.27% | $2,562.8万 | 33.2万股 | $2,246.3万 | 33.3万股 | -284股-0.09% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 2.46% | 1.94% | $1,920.9万 | 38.2万股 | $1,332.5万 | 26.5万股 | +11.7万股+44.12% | 加仓 |
| RRBB FDTBIL |
| 1.87% | 1.6% | $1,458.1万 | 29.2万股 | $1,098.0万 | 22.0万股 | +7.2万股+32.80% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.67% | 13.17% | $1,303.8万 | 27.8万股 | $9,056.6万 | 192.4万股 | -164.6万股-85.56% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.64% | 1.55% | $1,280.0万 | 4.3万股 | $1,069.4万 | 4.3万股 | -518股-1.20% | 减仓 |
| V先锋领航指数基金VUG |
| 1.55% | 1.66% | $1,206.3万 | 14.0万股 | $1,142.5万 | 2.6万股 | +11.4万股+435.42% | 加仓 |
| IISHARES SYSTEMATIC BOND ETFSYSB |
| 1.44% | 12.61% | $1,122.5万 | 12.7万股 | $8,672.2万 | 97.4万股 | -84.8万股-87.01% | 减仓 |
| IiShares安硕信托IVW |
| 1.42% | 1.32% | $1,104.0万 | 8.0万股 | $908.0万 | 8.0万股 | 00.00% | 持仓不变 |
| I景顺·S&PIDMO |
| 0.99% | 1.19% | $768.7万 | 12.8万股 | $817.6万 | 14.9万股 | -2.2万股-14.48% | 减仓 |
| RRBB FDXBIL |
| 0.95% | 1.12% | $739.4万 | 14.8万股 | $768.8万 | 15.4万股 | -5,797股-3.77% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.94% | 0.87% | $736.2万 | 2.1万股 | $596.5万 | 2.1万股 | +41股+0.20% | 加仓 |
 苹果AAPL |
| 0.85% | 0.88% | $665.8万 | 2.3万股 | $602.2万 | 2.4万股 | -719股-3.03% | 减仓 |
 高露洁CL |
| 0.79% | 0.83% | $615.8万 | 6.7万股 | $572.4万 | 6.7万股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.74% | 0.78% | $577.6万 | 2.9万股 | $538.7万 | 2.9万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.73% | 0.73% | $568.9万 | 2.8万股 | $502.0万 | 2.9万股 | -353股-1.23% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.72% | 0.76% | $564.8万 | 2.5万股 | $525.7万 | 2.5万股 | -25股-0.10% | 减仓 |
 摩根大通JPM |
| 0.72% | 0.74% | $562.1万 | 1.7万股 | $512.3万 | 1.7万股 | -244股-1.40% | 减仓 |
 博通AVGO |
| 0.69% | 0.65% | $536.9万 | 1.4万股 | $446.2万 | 1.4万股 | -205股-1.42% | 减仓 |
 微软MSFT |
| 0.67% | 0.76% | $520.3万 | 1.4万股 | $521.8万 | 1.4万股 | -148股-1.05% | 减仓 |
| V先锋领航·MIDVO |
| 0.63% | 0.66% | $492.9万 | 6.1万股 | $452.5万 | 1.6万股 | +4.5万股+288.26% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.61% | — | $477.9万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
| V先锋领航国际股票指数基金VEU |
| 0.6% | 0.61% | $466.5万 | 5.6万股 | $418.3万 | 5.6万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.6% | 0.59% | $464.3万 | 1.8万股 | $406.4万 | 1.9万股 | -237股-1.27% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.58% | 0.54% | $456.0万 | 6.4万股 | $368.3万 | 5.7万股 | +6,522股+11.35% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.58% | 0.63% | $449.3万 | 6股 | $430.9万 | 6股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.55% | 0.57% | $426.7万 | 1.4万股 | $392.1万 | 1.5万股 | -892股-5.96% | 减仓 |
| V先锋领航指数基金VBK |
| 0.54% | 0.51% | $424.7万 | 1.2万股 | $351.0万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托XVV |
| 0.53% | 0.5% | $412.4万 | 7.3万股 | $346.2万 | 7.0万股 | +2,279股+3.24% | 加仓 |
| RRBB FDOBIL |
| 0.49% | 0.51% | $379.5万 | 7.6万股 | $353.7万 | 7.1万股 | +5,291股+7.49% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.46% | 0.53% | $361.0万 | 7,215股 | $361.9万 | 7,552股 | -337股-4.46% | 减仓 |
 高盛GS |
| 0.44% | 0.42% | $346.2万 | 3,423股 | $289.6万 | 3,423股 | 00.00% | 持仓不变 |
| IiShares安硕信托USMV |
| 0.42% | 0.58% | $327.6万 | 3.4万股 | $395.6万 | 4.3万股 | -8,699股-20.39% | 减仓 |
| IINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBERZNOV |
| 0.4% | 0.44% | $310.3万 | 11.3万股 | $300.0万 | 11.3万股 | 00.00% | 持仓不变 |
| IInnovator ETF信托ZDEK |
| 0.39% | 0.43% | $306.5万 | 11.6万股 | $297.3万 | 11.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJK |
| 0.39% | 0.39% | $300.9万 | 2.6万股 | $265.1万 | 2.6万股 | -745股-2.83% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.39% | 0.44% | $300.6万 | 6.3万股 | $304.3万 | 6.4万股 | -590股-0.92% | 减仓 |
| IINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARYZFEB |
| 0.38% | 0.42% | $298.8万 | 11.5万股 | $292.0万 | 11.5万股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.38% | 0.38% | $295.3万 | 1.2万股 | $264.0万 | 1.2万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.37% | 0.38% | $288.1万 | 1.3万股 | $259.4万 | 1.3万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.37% | 0.52% | $285.6万 | 2.1万股 | $354.5万 | 2.1万股 | -5股-0.02% | 减仓 |
