| IiShares安硕信托IVW |
| 21.02% | 19.19% | $3,310.2万 | 24.1万股 | $2,777.5万 | 24.6万股 | -4,872股-1.98% | 减仓 |
| IiShares安硕·S&PIVE |
| 13.55% | 13.91% | $2,134.7万 | 9.4万股 | $2,013.2万 | 9.5万股 | -1,329股-1.39% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 11.57% | 11.42% | $1,822.9万 | 8.6万股 | $1,652.2万 | 8.6万股 | -416股-0.48% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 6.88% | 7.31% | $1,083.5万 | 19.2万股 | $1,057.3万 | 18.7万股 | +5,296股+2.84% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 6.36% | 6.14% | $1,001.2万 | 16.3万股 | $889.1万 | 16.0万股 | +2,766股+1.73% | 加仓 |
| V先锋领航白厅基金VYMI |
| 5.78% | 6.08% | $911.0万 | 9.3万股 | $880.1万 | 9.3万股 | -617股-0.66% | 减仓 |
| IiShares安硕信托DGRO |
| 5.65% | 5.63% | $890.6万 | 11.8万股 | $814.2万 | 11.6万股 | +1,500股+1.29% | 加仓 |
| IiShares安硕·COREIJH |
| 4.86% | 4.66% | $765.3万 | 9.9万股 | $674.1万 | 10.0万股 | -574股-0.58% | 减仓 |
| IiShares安硕信托IVV |
| 3.68% | 3.56% | $580.2万 | 7,747股 | $515.5万 | 7,892股 | -145股-1.84% | 减仓 |
| IiShares安硕信托IGRO |
| 3.55% | 3.64% | $559.8万 | 6.4万股 | $526.8万 | 6.3万股 | +785股+1.25% | 加仓 |
| SSPDR行业精选信托XLU |
| 2.62% | — | $413.4万 | 9.1万股 | $0 | 0股 | +9.1万股 | 新买入 |
| IiShares安硕信托IEFA |
| 1.94% | 2% | $306.2万 | 3.2万股 | $289.8万 | 3.2万股 | -302股-0.94% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 1.85% | 1.75% | $291.7万 | 1.3万股 | $253.7万 | 1.3万股 | +67股+0.51% | 加仓 |
| IiShares安硕信托DVY |
| 1.26% | 1.28% | $197.8万 | 1.3万股 | $185.1万 | 1.2万股 | +433股+3.54% | 加仓 |
 苹果AAPL |
| 0.99% | 0.88% | $155.9万 | 5,388股 | $127.1万 | 5,008股 | +380股+7.59% | 加仓 |
 雪佛龙CVX |
| 0.85% | 1.16% | $134.5万 | 8,111股 | $167.8万 | 8,112股 | -1股-0.01% | 减仓 |
| IiShares安硕信托DIVB |
| 0.82% | 0.76% | $128.4万 | 2.1万股 | $110.1万 | 2.0万股 | +443股+2.17% | 加仓 |
| IiShares安硕信托HDV |
| 0.78% | 0.83% | $123.5万 | 4.5万股 | $120.2万 | 8,857股 | +3.6万股+408.51% | 加仓 |
| IiShares安硕信托IBDR |
| 0.61% | 0.67% | $96.2万 | 4.0万股 | $96.3万 | 4.0万股 | -31股-0.08% | 减仓 |
| IiShares安硕信托IBDS |
| 0.45% | 0.49% | $70.7万 | 2.9万股 | $71.1万 | 2.9万股 | -132股-0.45% | 减仓 |
| IiShares安硕信托IBDT |
| 0.4% | 0.44% | $63.1万 | 2.5万股 | $63.4万 | 2.5万股 | -35股-0.14% | 减仓 |
| IiShares安硕·COREIJR |
| 0.39% | 0.35% | $61.1万 | 4,119股 | $50.6万 | 4,072股 | +47股+1.15% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.37% | 0.41% | $58.9万 | 2.5万股 | $59.1万 | 2.5万股 | +15股+0.06% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.37% | 0.31% | $58.7万 | 1,661股 | $45.4万 | 1,581股 | +80股+5.06% | 加仓 |
 摩根大通JPM |
| 0.36% | 0.35% | $56.8万 | 1,735股 | $50.9万 | 1,729股 | +6股+0.35% | 加仓 |
| IiShares安硕信托MTUM |
| 0.34% | 0.24% | $54.0万 | 1,576股 | $34.3万 | 1,431股 | +145股+10.13% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.28% | — | $43.6万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.27% | 0.27% | $41.8万 | 835股 | $39.7万 | 828股 | +7股+0.85% | 加仓 |
| J摩根大通交易所交易基金JGRO |
| 0.25% | 0.23% | $39.1万 | 3,969股 | $33.6万 | 3,970股 | -1股-0.03% | 减仓 |
 微软MSFT |
| 0.23% | 0.22% | $36.5万 | 979股 | $31.2万 | 844股 | +135股+16.00% | 加仓 |
 亚马逊AMZN |
| 0.23% | 0.2% | $36.4万 | 1,528股 | $29.2万 | 1,403股 | +125股+8.91% | 加仓 |
| PPimco Active Bond ETFBOND |
| 0.2% | 0.3% | $32.1万 | 3,477股 | $43.2万 | 4,686股 | -1,209股-25.80% | 减仓 |
 英伟达NVDA |
| 0.17% | — | $26.9万 | 1,345股 | $0 | 0股 | +1,345股 | 新买入 |
| AAvantis·U SAVUV |
| 0.16% | 0.21% | $24.9万 | 1,996股 | $29.9万 | 2,703股 | -707股-26.16% | 减仓 |
 德事隆TXT |
| 0.16% | 0.16% | $24.7万 | 2,698股 | $23.6万 | 2,698股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEUR |
| 0.14% | 0.14% | $22.4万 | 2,985股 | $20.7万 | 2,944股 | +41股+1.39% | 加仓 |
| I景顺·TOTAL RETURN BOND ETFGTO |
| 0.14% | 0.21% | $22.4万 | 4,770股 | $30.1万 | 6,436股 | -1,666股-25.89% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.14% | 0.21% | $22.3万 | 4,911股 | $30.2万 | 6,621股 | -1,710股-25.83% | 减仓 |
| I景顺交易所交易基金信托XSMO |
| 0.14% | 0.16% | $21.7万 | 2,317股 | $23.7万 | 3,118股 | -801股-25.69% | 减仓 |
 Meta平台META |
| 0.14% | — | $21.5万 | 381股 | $0 | 0股 | +381股 | 新买入 |
| RRECURSION PHARMACEUTICALCLASS ARXRX |
| 0.02% | 0.02% | $3.8万 | 1.0万股 | $3.2万 | 1.0万股 | 00.00% | 持仓不变 |
