| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 6.65% | 6.02% | $1,786.0万 | 13.3万股 | $1,523.4万 | 13.0万股 | +2,568股+1.98% | 加仓 |
| IiShares安硕信托IUSB |
| 6.4% | 6.58% | $1,719.0万 | 37.2万股 | $1,664.7万 | 36.0万股 | +1.2万股+3.35% | 加仓 |
| IiShares安硕信托IVV |
| 4.11% | 2.92% | $1,102.7万 | 1.5万股 | $740.1万 | 1.1万股 | +3,392股+29.94% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 4.01% | 4.45% | $1,075.8万 | 4.9万股 | $1,125.6万 | 5.9万股 | -9,656股-16.46% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 3.36% | 3.53% | $901.1万 | 19.2万股 | $893.2万 | 19.0万股 | +2,252股+1.19% | 加仓 |
| C资本集团成长ETFCGGR |
| 2.91% | 2.5% | $780.2万 | 16.5万股 | $633.6万 | 15.8万股 | +7,645股+4.85% | 加仓 |
| B贝莱德ETF信托DYNF |
| 2.6% | 2.46% | $698.8万 | 10.3万股 | $622.0万 | 10.7万股 | -4,160股-3.89% | 减仓 |
| IiShares安硕·S&PIVE |
| 2.54% | 2.58% | $682.0万 | 3.0万股 | $652.9万 | 3.1万股 | -884股-2.86% | 减仓 |
| JJPMORGAN U.S. MOMENTUM FACTORJMOM |
| 2.43% | 2.05% | $653.5万 | 7.6万股 | $519.8万 | 7.7万股 | -64股-0.08% | 减仓 |
| B贝莱德ETF信托CORO |
| 2.22% | 2.08% | $595.0万 | 16.3万股 | $527.3万 | 16.4万股 | -1,427股-0.87% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.18% | 2.55% | $585.6万 | 11.6万股 | $646.3万 | 12.8万股 | -1.2万股-9.32% | 减仓 |
| GGlobal X基金AIQ |
| 1.91% | 1.55% | $512.1万 | 7.8万股 | $392.2万 | 8.4万股 | -5,989股-7.13% | 减仓 |
| IiShares安硕信托MTUM |
| 1.77% | 1.62% | $475.0万 | 1.4万股 | $409.6万 | 1.7万股 | -3,212股-18.82% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 1.76% | 1.74% | $471.8万 | 5.9万股 | $441.0万 | 6.1万股 | -2,045股-3.33% | 减仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders International Equity EtfBBIN |
| 1.72% | 1.74% | $461.1万 | 5.9万股 | $441.3万 | 6.0万股 | -1,289股-2.14% | 减仓 |
| IiShares安硕信托AGG |
| 1.66% | 1.76% | $445.2万 | 4.5万股 | $446.1万 | 4.5万股 | +43股+0.10% | 加仓 |
| V先锋领航白厅基金VYMI |
| 1.66% | 1.78% | $444.7万 | 4.5万股 | $449.4万 | 4.8万股 | -2,402股-5.04% | 减仓 |
| IiShares安硕IEMG |
| 1.45% | 1.66% | $389.6万 | 4.7万股 | $420.0万 | 6.0万股 | -1.3万股-21.89% | 减仓 |
| IiShares安硕信托IVW |
| 1.39% | 1.3% | $372.7万 | 2.7万股 | $329.3万 | 2.9万股 | -2,013股-6.91% | 减仓 |
| J摩根大通交易所交易基金JEMA |
| 1.26% | 1.13% | $339.0万 | 5.3万股 | $284.8万 | 5.5万股 | -1,655股-3.02% | 减仓 |
| IiShares安硕信托EFV |
| 1.25% | 1.65% | $336.9万 | 4.4万股 | $417.4万 | 5.6万股 | -1.2万股-21.60% | 减仓 |
 iShares安硕·MBSACGL |
| 1.18% | 1.33% | $318.1万 | 3.4万股 | $337.0万 | 3.5万股 | -1,831股-5.16% | 减仓 |
| IiShares安硕信托TLH |
| 1.16% | 1.96% | $311.9万 | 3.1万股 | $497.2万 | 4.9万股 | -1.8万股-37.04% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.12% | 1.37% | $299.6万 | 13.0万股 | $346.3万 | 14.9万股 | -2.0万股-13.14% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 1.11% | 1.06% | $297.5万 | 3.6万股 | $268.7万 | 3.5万股 | +589股+1.66% | 加仓 |
| J摩根大通交易所交易基金JGRO |
| 1.11% | 1.13% | $297.3万 | 3.0万股 | $286.5万 | 3.4万股 | -3,749股-11.06% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.03% | 1.15% | $276.3万 | 4.9万股 | $290.2万 | 5.1万股 | -2,278股-4.45% | 减仓 |
| C资本集团固定收益ETF信托CGMS |
| 1.01% | 1.04% | $270.7万 | 9.9万股 | $262.0万 | 9.6万股 | +2,842股+2.95% | 加仓 |
 苹果AAPL |
| 0.99% | 0.91% | $266.2万 | 9,198股 | $231.0万 | 9,103股 | +95股+1.04% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.98% | 0.96% | $264.3万 | 7,224股 | $243.0万 | 7,639股 | -415股-5.43% | 减仓 |
 英伟达NVDA |
| 0.93% | 0.86% | $250.2万 | 1.3万股 | $218.1万 | 1.3万股 | -3股-0.02% | 减仓 |
| IiShares安硕信托GJS |
| 0.9% | 1.36% | $242.9万 | 10.7万股 | $344.6万 | 15.0万股 | -4.4万股-29.11% | 减仓 |
| IISHARES GLOBAL EQUITY FACTOR ETFGLOF |
| 0.9% | 0.89% | $242.6万 | 4.1万股 | $224.0万 | 4.3万股 | -1,727股-4.02% | 减仓 |
| IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF |
| 0.87% | 0.82% | $233.7万 | 3.2万股 | $207.5万 | 3.4万股 | -2,433股-7.09% | 减仓 |
| V先锋领航·TOTALBND |
| 0.85% | 0.96% | $227.7万 | 3.1万股 | $242.3万 | 3.3万股 | -1,880股-5.71% | 减仓 |
| J摩根大通交易所交易基金JFLI |
| 0.82% | 0.76% | $219.6万 | 4.0万股 | $193.2万 | 3.9万股 | +1,829股+4.75% | 加仓 |
| JJPMorgan Sustainable Municipal Income ETFJMSI |
| 0.78% | 0.13% | $209.2万 | 4.1万股 | $33.6万 | 6,763股 | +3.5万股+513.20% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 0.76% | 0.25% | $203.7万 | 2.2万股 | $64.3万 | 6,735股 | +1.5万股+219.76% | 加仓 |
| J摩根大通交易所交易基金JPIN |
| 0.75% | 0.9% | $200.8万 | 2.8万股 | $228.0万 | 3.2万股 | -4,238股-13.24% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.73% | 0.94% | $195.2万 | 3.7万股 | $238.2万 | 4.6万股 | -8,577股-18.70% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.71% | 0.71% | $191.1万 | 2.3万股 | $179.6万 | 2.3万股 | +564股+2.50% | 加仓 |
| IiShares黄金信托IAU |
| 0.7% | 1.02% | $188.8万 | 2.5万股 | $258.1万 | 2.9万股 | -4,268股-14.58% | 减仓 |
| IIshares Gnma Bond EtfGNMA |
| 0.7% | 0.65% | $187.4万 | 4.2万股 | $164.7万 | 3.7万股 | +5,216股+14.04% | 加仓 |
| JJ P Morgan Exchange-Traded FD TR Global Select Equity ETFJGLO |
| 0.64% | 0.8% | $172.7万 | 2.4万股 | $203.1万 | 3.1万股 | -6,864股-22.06% | 减仓 |
| B贝莱德ETF信托IALT |
| 0.64% | — | $172.5万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
| J摩根大通交易所交易基金JMUB |
| 0.64% | 1.19% | $171.9万 | 3.4万股 | $300.1万 | 6.0万股 | -2.6万股-43.47% | 减仓 |
| J摩根大通交易所交易基金JVAL |
| 0.61% | 0.63% | $164.3万 | 2.8万股 | $159.1万 | 3.3万股 | -4,549股-13.97% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.61% | 0.55% | $163.8万 | 3.4万股 | $139.7万 | 2.9万股 | +4,745股+16.32% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 0.6% | 0.68% | $160.6万 | 3.5万股 | $172.4万 | 3.7万股 | -2,533股-6.77% | 减仓 |
 谷歌AGOOGL |
| 0.59% | 0.5% | $158.8万 | 4,441股 | $127.6万 | 4,439股 | +2股+0.05% | 加仓 |
