| IiShares安硕信托IVV |
| 15.16% | 9.43% | $7,082.9万 | 9.5万股 | $3,904.3万 | 6.0万股 | +3.5万股+57.80% | 加仓 |
| B贝莱德ETF信托CORO |
| 7.1% | 6.91% | $3,316.9万 | 90.6万股 | $2,858.0万 | 89.2万股 | +1.4万股+1.61% | 加仓 |
| IiShares安硕信托IVW |
| 5.48% | 5.19% | $2,560.4万 | 18.6万股 | $2,149.2万 | 19.1万股 | -4,402股-2.31% | 减仓 |
| B贝莱德ETF信托DYNF |
| 5.19% | 5.06% | $2,425.0万 | 35.7万股 | $2,095.6万 | 36.1万股 | -4,854股-1.34% | 减仓 |
| IiShares安硕·S&PIVE |
| 4.47% | 6.06% | $2,089.1万 | 9.2万股 | $2,506.3万 | 11.9万股 | -2.7万股-22.74% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 3.88% | 4.19% | $1,814.7万 | 34.7万股 | $1,734.6万 | 33.4万股 | +1.2万股+3.66% | 加仓 |
| IiShares安硕信托GJS |
| 3.15% | 3.26% | $1,472.5万 | 64.6万股 | $1,350.8万 | 59.1万股 | +5.5万股+9.34% | 加仓 |
| B贝莱德ETF信托BAI |
| 3.03% | 2.7% | $1,415.9万 | 26.9万股 | $1,116.8万 | 34.0万股 | -7.2万股-21.05% | 减仓 |
| IiShares安硕信托TLH |
| 2.83% | 2.97% | $1,321.9万 | 13.2万股 | $1,230.8万 | 12.2万股 | +9,275股+7.57% | 加仓 |
| S嘉信策略信托SCHR |
| 2.78% | 2.07% | $1,299.6万 | 52.7万股 | $855.8万 | 34.4万股 | +18.3万股+53.15% | 加仓 |
 iShares安硕·MBSACGL |
| 2.59% | 2.7% | $1,208.6万 | 12.8万股 | $1,119.2万 | 11.8万股 | +9,684股+8.19% | 加仓 |
| IISHARES INVESTMENT GRADESYSTEMATIC BOND ETFIGEB |
| 2.45% | 0.99% | $1,143.2万 | 25.3万股 | $407.9万 | 9.0万股 | +16.3万股+180.51% | 加仓 |
| IiShares安硕IEMG |
| 2.39% | 3.45% | $1,118.5万 | 13.5万股 | $1,429.7万 | 20.6万股 | -7.1万股-34.33% | 减仓 |
| IiShares安硕信托MTUM |
| 2.38% | 2.46% | $1,113.3万 | 3.2万股 | $1,018.5万 | 4.3万股 | -1.0万股-23.77% | 减仓 |
| B贝莱德ETF信托IALT |
| 2.2% | — | $1,026.8万 | 36.6万股 | $0 | 0股 | +36.6万股 | 新买入 |
| B贝莱德ETF信托THRO |
| 2.1% | 2.62% | $981.5万 | 22.8万股 | $1,082.5万 | 30.0万股 | -7.2万股-24.01% | 减仓 |
| GGlobal X基金SHLD |
| 2.01% | 2.35% | $939.0万 | 15.7万股 | $973.7万 | 13.8万股 | +1.9万股+13.97% | 加仓 |
| B贝莱德·ETF TRUST IIGGOV |
| 1.93% | — | $903.5万 | 18.0万股 | $0 | 0股 | +18.0万股 | 新买入 |
| B贝莱德ETF信托BLCR |
| 1.76% | 1.67% | $822.5万 | 16.3万股 | $690.4万 | 16.9万股 | -5,473股-3.24% | 减仓 |
| IiShares安硕信托LMUB |
| 1.44% | 1.44% | $673.4万 | 13.1万股 | $597.2万 | 12.0万股 | +1.2万股+9.87% | 加仓 |
| J骏利亨德森JAAA |
| 1.4% | 1.95% | $652.5万 | 12.9万股 | $805.7万 | 16.0万股 | -3.1万股-19.16% | 减仓 |
| IISHARES SYSTEMATIC BOND ETFSYSB |
| 1.29% | 1.32% | $600.9万 | 6.8万股 | $546.0万 | 6.2万股 | +6,209股+10.09% | 加仓 |
| B贝莱德·ETF TRUST IISECU |
| 1.25% | — | $585.4万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
| IiShares安硕·S&P 100 ETFIWO |
| 1.17% | 1.13% | $546.5万 | 1.5万股 | $468.6万 | 1.5万股 | +230股+1.56% | 加仓 |
 宣伟SHW |
| 1.03% | 1.08% | $480.2万 | 1.4万股 | $446.2万 | 1.4万股 | +25股+0.18% | 加仓 |
| IiShares安硕信托LQDW |
| 0.93% | 1.03% | $434.1万 | 18.1万股 | $427.2万 | 17.6万股 | +4,334股+2.46% | 加仓 |
 苹果AAPL |
| 0.92% | 0.91% | $431.7万 | 1.5万股 | $377.9万 | 1.5万股 | +28股+0.19% | 加仓 |
| IiShares黄金信托IAU |
| 0.86% | 1.03% | $403.9万 | 5.3万股 | $427.3万 | 4.8万股 | +5,017股+10.35% | 加仓 |
| IISHARES EURO HIGH YIELD CORPORATE BOND USD HEDGED ETFEUHY |
| 0.78% | 0.86% | $362.1万 | 6.7万股 | $356.4万 | 6.8万股 | -822股-1.21% | 减仓 |
| VVANECK JPMEMLC |
| 0.76% | 0.83% | $353.8万 | 13.8万股 | $343.4万 | 13.7万股 | +1,841股+1.35% | 加仓 |
| IiShares安硕信托EFV |
| 0.72% | 2.06% | $338.6万 | 4.4万股 | $854.3万 | 11.5万股 | -7.1万股-61.64% | 减仓 |
| IiShares安硕信托ITOT |
| 0.72% | 0.74% | $337.1万 | 2.1万股 | $305.3万 | 2.1万股 | -915股-4.27% | 减仓 |
| IISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETFBALI |
| 0.6% | 0.44% | $279.4万 | 8.3万股 | $180.5万 | 5.8万股 | +2.4万股+41.25% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.58% | 0.45% | $272.5万 | 4.8万股 | $186.9万 | 3.3万股 | +1.5万股+46.63% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.49% | 0.41% | $229.2万 | 9,089股 | $168.4万 | 9,280股 | -191股-2.06% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.49% | 2.99% | $228.0万 | 1.0万股 | $1,238.2万 | 6.5万股 | -5.4万股-83.96% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.41% | 0.39% | $193.8万 | 2,595股 | $161.1万 | 2,477股 | +118股+4.76% | 加仓 |
| FFranklin Templeton ETF TrustDIVI |
| 0.41% | 0.44% | $189.8万 | 4.4万股 | $182.6万 | 4.6万股 | -1,421股-3.10% | 减仓 |
 INDEPENDENT BK MASSINDB |
| 0.37% | 0.38% | $173.9万 | 2.1万股 | $157.3万 | 2.1万股 | -144股-0.69% | 减仓 |
| IiShares安硕信托IUSB |
| 0.36% | 0.33% | $169.9万 | 3.7万股 | $134.9万 | 2.9万股 | +7,576股+25.92% | 加仓 |
 微软MSFT |
| 0.34% | 0.41% | $160.6万 | 4,306股 | $171.7万 | 4,637股 | -331股-7.14% | 减仓 |
 应用材料AMAT |
| 0.34% | 0.18% | $159.0万 | 2,199股 | $75.0万 | 2,193股 | +6股+0.27% | 加仓 |
| DDirexion股票ETF信托SPXL |
| 0.32% | 0.24% | $150.3万 | 5,553股 | $98.4万 | 5,323股 | +230股+4.32% | 加仓 |
 雷神技术RTX |
| 0.3% | 0.34% | $140.0万 | 7,380股 | $141.7万 | 7,345股 | +35股+0.48% | 加仓 |
| IINVESCO 0-5 YR US TIPS ETFPBTP |
| 0.28% | 0.24% | $129.9万 | 5.1万股 | $100.7万 | 3.9万股 | +1.2万股+31.30% | 加仓 |
 亚马逊AMZN |
| 0.26% | 0.26% | $119.3万 | 5,005股 | $106.8万 | 5,127股 | -122股-2.38% | 减仓 |
| IiShares安硕信托LQD |
| 0.2% | 0.23% | $93.0万 | 8,526股 | $96.3万 | 8,840股 | -314股-3.55% | 减仓 |
 科磊KLAC |
| 0.2% | 0.11% | $91.3万 | 3,027股 | $44.6万 | 303股 | +2,724股+899.01% | 加仓 |
| IiShares安硕信托ICVT |
| 0.19% | 0.19% | $88.5万 | 7,271股 | $76.6万 | 7,529股 | -258股-3.43% | 减仓 |
| IISHARES AAA - A RATED CORPORATE BOND ETFQLTA |
| 0.18% | 2.89% | $83.3万 | 1.8万股 | $1,195.2万 | 25.1万股 | -23.3万股-93.01% | 减仓 |
