| IiShares安硕信托IVV |
| 14.18% | 13.63% | $6.00亿 | 80.2万股 | $5.18亿 | 79.3万股 | +8,594股+1.08% | 加仓 |
| SSPDR道富系列信托SPYG |
| 10.3% | 9.49% | $4.36亿 | 366.7万股 | $3.60亿 | 368.2万股 | -1.5万股-0.40% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 7.23% | 7.81% | $3.06亿 | 673.0万股 | $2.97亿 | 650.1万股 | +22.9万股+3.52% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 7.1% | 7.59% | $3.01亿 | 574.7万股 | $2.88亿 | 555.1万股 | +19.6万股+3.52% | 加仓 |
| IiShares安硕信托IEFA |
| 6.04% | 6.13% | $2.56亿 | 265.0万股 | $2.33亿 | 257.5万股 | +7.5万股+2.93% | 加仓 |
| S道富SPYV |
| 5.65% | 5.72% | $2.39亿 | 394.0万股 | $2.17亿 | 384.1万股 | +9.9万股+2.58% | 加仓 |
| IiShares安硕信托AGG |
| 4.54% | 4.91% | $1.92亿 | 194.4万股 | $1.87亿 | 188.0万股 | +6.4万股+3.40% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 3.81% | 3.77% | $1.61亿 | 344.0万股 | $1.43亿 | 336.8万股 | +7.2万股+2.13% | 加仓 |
 iShares安硕·MBSACGL |
| 3.76% | 4.07% | $1.59亿 | 168.6万股 | $1.55亿 | 162.8万股 | +5.8万股+3.53% | 加仓 |
| IiShares安硕IEMG |
| 3.64% | 3.4% | $1.54亿 | 186.1万股 | $1.29亿 | 185.2万股 | +9,068股+0.49% | 加仓 |
| TTCW ETF TRUST TRANSFORM SYSTEMPWRD |
| 2.74% | 2.4% | $1.16亿 | 94.4万股 | $9,121.9万 | 93.3万股 | +1.1万股+1.18% | 加仓 |
| IiShares安硕信托DGRO |
| 2.26% | 2.26% | $9,576.5万 | 126.4万股 | $8,580.6万 | 122.3万股 | +4.1万股+3.35% | 加仓 |
| F富达Covington信托FESM |
| 1.99% | 1.75% | $8,414.2万 | 174.2万股 | $6,653.2万 | 175.1万股 | -8,409股-0.48% | 减仓 |
| SSPDR行业精选信托XLF |
| 1.71% | 1.72% | $7,255.1万 | 135.3万股 | $6,517.2万 | 132.0万股 | +3.3万股+2.52% | 加仓 |
| IiShares安硕·COREIJH |
| 1.7% | 1.61% | $7,185.6万 | 93.2万股 | $6,125.7万 | 90.7万股 | +2.5万股+2.73% | 加仓 |
| IiShares安硕信托TLH |
| 1.69% | 1.77% | $7,156.0万 | 71.3万股 | $6,724.3万 | 66.8万股 | +4.5万股+6.81% | 加仓 |
| IiShares安硕信托STIP |
| 1.57% | 1.73% | $6,634.4万 | 64.9万股 | $6,557.6万 | 63.4万股 | +1.5万股+2.43% | 加仓 |
 埃克森美孚XOM |
| 1.53% | 2.23% | $6,495.2万 | 47.5万股 | $8,472.1万 | 49.9万股 | -2.4万股-4.86% | 减仓 |
| IiShares安硕信托TIP |
| 1.27% | 1.38% | $5,374.3万 | 49.1万股 | $5,229.0万 | 47.4万股 | +1.7万股+3.65% | 加仓 |
| B贝莱德ETF信托BAI |
| 1.23% | 0.91% | $5,225.7万 | 99.1万股 | $3,463.9万 | 105.1万股 | -6.0万股-5.71% | 减仓 |
| IiShares安硕信托GVI |
| 0.77% | 0.83% | $3,245.1万 | 30.2万股 | $3,170.6万 | 29.9万股 | +2,841股+0.95% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.65% | 0.64% | $2,753.7万 | 54.4万股 | $2,431.1万 | 48.7万股 | +5.7万股+11.72% | 加仓 |
 苹果AAPL |
| 0.62% | 0.6% | $2,636.6万 | 9.1万股 | $2,297.0万 | 9.1万股 | +611股+0.68% | 加仓 |
| V先锋领航指数基金VOO |
| 0.56% | 0.53% | $2,391.0万 | 3.5万股 | $2,001.7万 | 3.3万股 | +1,314股+3.92% | 加仓 |
 英伟达NVDA |
| 0.5% | 0.47% | $2,108.0万 | 10.5万股 | $1,789.5万 | 10.3万股 | +2,744股+2.67% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.48% | 0.47% | $2,012.8万 | 38.3万股 | $1,803.1万 | 34.5万股 | +3.7万股+10.76% | 加仓 |
| V先锋领航指数基金VUG |
| 0.47% | 0.43% | $1,974.0万 | 22.9万股 | $1,638.7万 | 3.8万股 | +19.2万股+510.83% | 加仓 |
| AABACUS FCF ETF TRABFL |
| 0.4% | 0.39% | $1,709.8万 | 19.9万股 | $1,465.5万 | 20.6万股 | -6,871股-3.34% | 减仓 |
 微软MSFT |
| 0.31% | 0.33% | $1,293.3万 | 3.5万股 | $1,263.5万 | 3.4万股 | +538股+1.58% | 加仓 |
| V先锋领航指数基金VTV |
| 0.3% | 0.31% | $1,289.8万 | 5.9万股 | $1,162.5万 | 5.9万股 | -70股-0.12% | 减仓 |
| IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR |
| 0.27% | 0.27% | $1,144.9万 | 22.7万股 | $1,028.1万 | 20.4万股 | +2.3万股+11.28% | 加仓 |
 谷歌AGOOGL |
| 0.27% | 0.24% | $1,138.9万 | 3.2万股 | $922.8万 | 3.2万股 | -222股-0.69% | 减仓 |
 亚马逊AMZN |
| 0.24% | 0.23% | $1,011.8万 | 4.2万股 | $855.6万 | 4.1万股 | +1,372股+3.34% | 加仓 |
| DDBX ETF信托DBEF |
| 0.23% | 0.23% | $974.3万 | 17.8万股 | $886.2万 | 17.9万股 | -1,050股-0.59% | 减仓 |
| AAB ACTIVE ETFSTAFI |
| 0.2% | 0.16% | $867.3万 | 34.4万股 | $595.3万 | 23.6万股 | +10.7万股+45.46% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.2% | 0.19% | $845.0万 | 16.6万股 | $730.5万 | 14.3万股 | +2.2万股+15.63% | 加仓 |
 博通AVGO |
| 0.18% | 0.16% | $763.4万 | 2.0万股 | $599.1万 | 1.9万股 | +851股+4.40% | 加仓 |
 好市多COST |
| 0.18% | 0.22% | $756.2万 | 8,083股 | $843.5万 | 8,465股 | -382股-4.51% | 减仓 |
| B贝莱德·ETF TRUST IISHYM |
| 0.17% | 0.17% | $726.2万 | 32.3万股 | $664.8万 | 30.2万股 | +2.2万股+7.14% | 加仓 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 0.17% | 0.18% | $704.5万 | 14.0万股 | $674.8万 | 13.4万股 | +5,754股+4.30% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.17% | 0.13% | $700.4万 | 2.8万股 | $507.5万 | 2.8万股 | -206股-0.74% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.16% | 0.16% | $688.2万 | 1.9万股 | $618.8万 | 1.9万股 | -646股-3.32% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.16% | 0.14% | $683.4万 | 1.9万股 | $545.4万 | 1.9万股 | +330股+1.74% | 加仓 |
 雪佛龙CVX |
| 0.16% | 0.22% | $682.6万 | 4.1万股 | $825.4万 | 4.0万股 | +1,290股+3.23% | 加仓 |
| IiShares安硕信托IVW |
| 0.15% | 0.15% | $655.7万 | 4.8万股 | $559.9万 | 5.0万股 | -1,825股-3.69% | 减仓 |
| IiShares安硕信托USMV |
| 0.15% | 0.18% | $632.3万 | 6.6万股 | $698.5万 | 7.5万股 | -9,768股-12.97% | 减仓 |
 AMD超威AMD |
| 0.15% | 0.06% | $614.7万 | 1.1万股 | $210.9万 | 1.0万股 | +213股+2.05% | 加仓 |
 特斯拉TSLA |
| 0.14% | 0.14% | $601.5万 | 1.4万股 | $535.1万 | 1.4万股 | -93股-0.65% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.14% | 0.15% | $599.6万 | 1.2万股 | $563.4万 | 1.2万股 | +226股+1.92% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.14% | 0.14% | $584.8万 | 17.3万股 | $523.9万 | 18.0万股 | -7,039股-3.91% | 减仓 |
