| IiShares安硕信托IVV |
| 10.3% | 9.97% | $2,382.0万 | 3.2万股 | $2,010.2万 | 3.1万股 | +1,033股+3.36% | 加仓 |
| A美国世纪ETF信托EFV |
| 7.44% | 8.11% | $1,720.2万 | 22.2万股 | $1,634.6万 | 21.8万股 | +3,755股+1.72% | 加仓 |
| B贝莱德ETF信托DYNF |
| 6.44% | 6.07% | $1,490.1万 | 21.9万股 | $1,222.5万 | 21.0万股 | +8,980股+4.27% | 加仓 |
| IiShares安硕·S&PIUSG |
| 6.3% | 5.83% | $1,456.2万 | 7.7万股 | $1,175.5万 | 7.6万股 | +1,632股+2.15% | 加仓 |
| J摩根大通交易所交易基金JGRO |
| 6.04% | 5.71% | $1,397.0万 | 14.2万股 | $1,150.8万 | 13.6万股 | +5,539股+4.07% | 加仓 |
| IiShares安硕信托IEFA |
| 5.67% | 6.02% | $1,311.3万 | 13.6万股 | $1,213.0万 | 13.4万股 | +1,779股+1.33% | 加仓 |
| A美国世纪ETF信托AVLV |
| 4.96% | 5.01% | $1,147.8万 | 12.6万股 | $1,010.1万 | 12.5万股 | +533股+0.43% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK |
| 4.14% | 3.68% | $958.0万 | 8.6万股 | $741.5万 | 9.3万股 | -7,345股-7.88% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 3.97% | 3.65% | $918.2万 | 9.0万股 | $735.4万 | 9.3万股 | -3,741股-4.00% | 减仓 |
| IiShares安硕信托IEI |
| 3.95% | 4.2% | $914.3万 | 7.8万股 | $846.1万 | 7.1万股 | +6,506股+9.12% | 加仓 |
| IiShares安硕信托IUSV |
| 3.92% | 4.08% | $905.7万 | 8.2万股 | $822.4万 | 8.0万股 | +1,800股+2.24% | 加仓 |
| PPUTNAM ETF TRUSTPVAL |
| 3.78% | 3.84% | $873.1万 | 17.1万股 | $774.7万 | 16.7万股 | +4,417股+2.65% | 加仓 |
| A美国世纪ETF信托AVSC |
| 3.56% | 3.14% | $822.9万 | 11.2万股 | $632.5万 | 10.2万股 | +1.1万股+10.51% | 加仓 |
| IiShares安硕信托HDV |
| 3.01% | 3.27% | $696.8万 | 25.4万股 | $660.0万 | 4.9万股 | +20.6万股+422.72% | 加仓 |
| IiShares安硕IEMG |
| 2.46% | 2.45% | $568.9万 | 6.9万股 | $494.6万 | 7.1万股 | -2,232股-3.15% | 减仓 |
| F第一信托交易所交易基金FYC |
| 2.05% | 1.82% | $473.7万 | 3.6万股 | $367.7万 | 3.3万股 | +2,352股+7.09% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 1.39% | 1.54% | $320.9万 | 6.1万股 | $310.9万 | 6.0万股 | +1,446股+2.42% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.28% | 1.35% | $295.0万 | 2.9万股 | $272.9万 | 2.7万股 | +2,126股+7.83% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.22% | 1.26% | $283.1万 | 10.7万股 | $253.7万 | 9.7万股 | +9,920股+10.25% | 加仓 |
| IiShares安硕信托IBDS |
| 1.09% | 1.25% | $252.3万 | 10.4万股 | $251.3万 | 10.4万股 | +491股+0.47% | 加仓 |
| IiShares安硕信托SHV |
| 1.06% | 1.21% | $244.8万 | 2.2万股 | $243.1万 | 2.2万股 | +163股+0.74% | 加仓 |
 芝加哥商品交易所CME |
| 0.9% | 1.39% | $208.7万 | 9,449股 | $279.5万 | 9,465股 | -16股-0.17% | 减仓 |
| IiShares安硕信托IBDT |
| 0.84% | 0.96% | $193.4万 | 7.7万股 | $193.2万 | 7.6万股 | +308股+0.40% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.81% | 1% | $187.8万 | 8,557股 | $201.2万 | 1.0万股 | -1,934股-18.43% | 减仓 |
| IiShares安硕信托IBTI |
| 0.74% | 0.84% | $170.2万 | 7.7万股 | $169.6万 | 7.6万股 | +756股+0.99% | 加仓 |
| IiShares安硕信托IBTH |
| 0.73% | 0.83% | $168.7万 | 7.5万股 | $167.1万 | 7.4万股 | +939股+1.26% | 加仓 |
| IiShares安硕信托IBDR |
| 0.72% | 0.85% | $166.5万 | 6.9万股 | $171.9万 | 7.1万股 | -2,190股-3.09% | 减仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHML |
| 0.67% | 0.75% | $155.2万 | 1.7万股 | $150.4万 | 1.9万股 | -1,812股-9.43% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.63% | 0.72% | $145.3万 | 6.3万股 | $145.4万 | 6.2万股 | +265股+0.42% | 加仓 |
 苹果AAPL |
| 0.57% | 0.5% | $132.4万 | 4,575股 | $100.6万 | 3,963股 | +612股+15.44% | 加仓 |
 英伟达NVDA |
| 0.56% | 0.58% | $130.2万 | 6,506股 | $117.4万 | 6,731股 | -225股-3.34% | 减仓 |
| IiShares安硕信托IBTJ |
| 0.56% | 0.64% | $128.9万 | 6.0万股 | $129.2万 | 5.9万股 | +380股+0.64% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.52% | 0.62% | $119.4万 | 1.5万股 | $125.6万 | 1.5万股 | -666股-4.38% | 减仓 |
 亚马逊AMZN |
| 0.47% | 0.25% | $107.6万 | 4,513股 | $50.7万 | 2,436股 | +2,077股+85.26% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.4% | 0.44% | $92.7万 | 4.3万股 | $87.9万 | 4.0万股 | +2,385股+5.94% | 加仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.36% | 0.44% | $84.3万 | 3.7万股 | $89.3万 | 3.9万股 | -2,155股-5.53% | 减仓 |
| IIshares Trust Ibonds Dec 2030 Term Treasury EtfIBTK |
| 0.34% | 0.37% | $78.4万 | 4.0万股 | $73.6万 | 3.7万股 | +2,806股+7.52% | 加仓 |
 微软MSFT |
| 0.34% | 0.38% | $77.6万 | 2,081股 | $77.3万 | 2,088股 | -7股-0.34% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.26% | 0.28% | $60.6万 | 1,715股 | $55.5万 | 1,934股 | -219股-11.32% | 减仓 |
 美光科技MU |
| 0.25% | 0.1% | $58.8万 | 509股 | $20.7万 | 613股 | -104股-16.97% | 减仓 |
| IInnovator ETF信托PFEB |
| 0.25% | 0.27% | $58.2万 | 1.4万股 | $54.6万 | 1.4万股 | -105股-0.77% | 减仓 |
| IiShares安硕信托IBMO |
| 0.25% | 0.31% | $56.8万 | 2.2万股 | $63.3万 | 2.5万股 | -2,571股-10.40% | 减仓 |
 谷歌AGOOGL |
| 0.23% | 0.2% | $53.2万 | 1,488股 | $40.6万 | 1,412股 | +76股+5.38% | 加仓 |
| IiShares安硕信托IBMP |
| 0.23% | 0.26% | $52.1万 | 2.1万股 | $52.2万 | 2.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFV |
| 0.22% | 0.22% | $51.7万 | 6,756股 | $43.7万 | 5,878股 | +878股+14.94% | 加仓 |
 博通AVGO |
| 0.21% | 0.2% | $49.6万 | 1,312股 | $40.1万 | 1,297股 | +15股+1.16% | 加仓 |
| SSEI EXCHANGE TRADED FUNDSSEEM |
| 0.21% | — | $47.9万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 特斯拉TSLA |
| 0.2% | 0.12% | $46.4万 | 1,102股 | $24.9万 | 671股 | +431股+64.23% | 加仓 |
| IiShares安硕信托VLUE |
| 0.18% | 0.22% | $42.1万 | 2,108股 | $44.8万 | 3,154股 | -1,046股-33.16% | 减仓 |
| IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU |
| 0.18% | 0.18% | $41.0万 | 8,227股 | $36.6万 | 7,620股 | +607股+7.97% | 加仓 |
