| IiShares安硕信托IVV |
| 27.69% | 27.35% | $6,153.6万 | 8.2万股 | $5,292.6万 | 8.1万股 | +1,139股+1.41% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 7.84% | 8.65% | $1,742.0万 | 37.1万股 | $1,674.0万 | 35.6万股 | +1.6万股+4.37% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 4.26% | 4.79% | $946.7万 | 20.6万股 | $926.2万 | 20.1万股 | +4,536股+2.26% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 3.63% | — | $805.8万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
 苹果AAPL |
| 3.06% | 3.08% | $679.9万 | 2.3万股 | $596.7万 | 2.4万股 | -15股-0.06% | 减仓 |
| IiShares安硕信托IQLT |
| 2.84% | 2.6% | $630.0万 | 12.7万股 | $502.6万 | 10.9万股 | +1.8万股+16.93% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.18% | 2.11% | $485.1万 | 1.6万股 | $408.3万 | 1.6万股 | -317股-1.93% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 2.04% | 1.72% | $452.5万 | 5.6万股 | $333.5万 | 4.9万股 | +6,974股+14.28% | 加仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTOTR |
| 2% | 2.27% | $444.3万 | 11.1万股 | $438.4万 | 10.9万股 | +2,022股+1.86% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.99% | 1.58% | $441.3万 | 1.5万股 | $306.0万 | 1.3万股 | +1,680股+13.06% | 加仓 |
| IiShares安硕信托EFG |
| 1.85% | 1.94% | $410.3万 | 3.3万股 | $375.2万 | 3.4万股 | -723股-2.15% | 减仓 |
| IiShares安硕信托LQD |
| 1.77% | 1.83% | $394.4万 | 3.6万股 | $354.4万 | 3.3万股 | +3,637股+11.18% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.72% | 1.72% | $381.1万 | 5,102股 | $333.8万 | 5,132股 | -30股-0.58% | 减仓 |
 摩根大通JPM |
| 1.56% | 1.64% | $347.4万 | 1.1万股 | $317.4万 | 1.1万股 | -181股-1.68% | 减仓 |
 微软MSFT |
| 1.39% | 1.54% | $309.9万 | 8,305股 | $297.4万 | 8,031股 | +274股+3.41% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.35% | 1.19% | $299.1万 | 5.8万股 | $230.6万 | 4.9万股 | +8,615股+17.53% | 加仓 |
| V先锋领航·MIDVO |
| 1.14% | 0.98% | $252.4万 | 3.1万股 | $190.6万 | 6,628股 | +2.5万股+372.51% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.1% | 1.13% | $244.8万 | 2.2万股 | $218.2万 | 2.2万股 | -266股-1.19% | 减仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 1.03% | 1.07% | $228.8万 | 3.1万股 | $207.5万 | 3.1万股 | -396股-1.28% | 减仓 |
| S嘉信·USSCHA |
| 0.99% | 0.8% | $220.6万 | 6.1万股 | $155.6万 | 5.4万股 | +7,542股+14.10% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.84% | 0.77% | $186.2万 | 5,271股 | $148.6万 | 5,180股 | +91股+1.76% | 加仓 |
 泛林集团LRCX |
| 0.74% | 0.48% | $163.6万 | 3,776股 | $92.0万 | 4,308股 | -532股-12.35% | 减仓 |
| PPIMCO太平洋投资管理ETFLDUR |
| 0.72% | 0.9% | $159.4万 | 1.7万股 | $173.8万 | 1.8万股 | -1,463股-8.07% | 减仓 |
 亚马逊AMZN |
| 0.71% | 0.68% | $157.7万 | 6,619股 | $131.2万 | 6,302股 | +317股+5.03% | 加仓 |
| CCOLUMBIA ETF TR IDIAL |
| 0.69% | 0.71% | $154.2万 | 8.5万股 | $137.6万 | 7.6万股 | +8,799股+11.56% | 加仓 |
 英伟达NVDA |
| 0.69% | 0.69% | $153.2万 | 7,653股 | $132.7万 | 7,610股 | +43股+0.57% | 加仓 |
 礼来LLY |
| 0.65% | 0.57% | $145.1万 | 1,208股 | $109.5万 | 1,190股 | +18股+1.51% | 加仓 |
 VisaV |
| 0.64% | 0.63% | $143.1万 | 4,172股 | $122.1万 | 4,039股 | +133股+3.29% | 加仓 |
| G通用动力VTI |
| 0.57% | 0.53% | $127.5万 | 3,445股 | $103.1万 | 3,212股 | +233股+7.25% | 加仓 |
 台积电TSM |
| 0.56% | 0.44% | $124.8万 | 2,613股 | $86.0万 | 2,543股 | +70股+2.75% | 加仓 |
 固安捷GWW |
| 0.55% | 0.5% | $122.3万 | 898股 | $97.4万 | 892股 | +6股+0.67% | 加仓 |
 卡特彼勒CAT |
| 0.55% | 0.43% | $121.2万 | 1,138股 | $82.4万 | 1,163股 | -25股-2.15% | 减仓 |
 艾伯维ABBV |
| 0.54% | 0.52% | $119.6万 | 4,751股 | $100.8万 | 4,633股 | +118股+2.55% | 加仓 |
 宝洁PG |
| 0.51% | 0.61% | $113.4万 | 7,738股 | $117.4万 | 8,128股 | -390股-4.80% | 减仓 |
 PALO ALTOPANW |
| 0.5% | 0.27% | $111.7万 | 3,276股 | $53.1万 | 3,310股 | -34股-1.03% | 减仓 |
 德州仪器TXN |
| 0.5% | 0.37% | $110.9万 | 3,721股 | $72.5万 | 3,733股 | -12股-0.32% | 减仓 |
| C花旗集团C |
| 0.45% | 0.36% | $100.1万 | 7,149股 | $69.8万 | 6,157股 | +992股+16.11% | 加仓 |
 AMGEN COMAMGN |
| 0.43% | 0.42% | $95.6万 | 2,638股 | $81.9万 | 2,324股 | +314股+13.51% | 加仓 |
 雷神技术RTX |
| 0.42% | 0.47% | $93.7万 | 4,935股 | $91.1万 | 4,719股 | +216股+4.58% | 加仓 |
 谷歌AGOOGL |
| 0.41% | 0.38% | $91.6万 | 2,563股 | $73.2万 | 2,546股 | +17股+0.67% | 加仓 |
 思科CSCO |
| 0.4% | 0.3% | $89.1万 | 7,582股 | $57.9万 | 7,463股 | +119股+1.59% | 加仓 |
 高盛GS |
| 0.39% | 0.36% | $87.7万 | 866股 | $70.1万 | 827股 | +39股+4.72% | 加仓 |
| EETFIS SER TR INFLT |
| 0.39% | 0.45% | $86.5万 | 3.8万股 | $86.7万 | 3.8万股 | -409股-1.07% | 减仓 |
 PROGRESSIVEPGR |
| 0.38% | 0.38% | $83.4万 | 3,816股 | $74.1万 | 3,739股 | +77股+2.06% | 加仓 |
| PPGIM ULTRAPULS |
| 0.37% | 0.5% | $83.1万 | 1.7万股 | $96.6万 | 2.0万股 | -2,728股-13.99% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.37% | 0.41% | $82.0万 | 3,146股 | $78.6万 | 3,182股 | -36股-1.13% | 减仓 |
| V先锋领航指数基金VOO |
| 0.37% | 0.33% | $81.1万 | 1,102股 | $64.1万 | 1,111股 | -9股-0.81% | 减仓 |
| GGARMIN SHSGRMN |
| 0.34% | 0.37% | $75.6万 | 3,179股 | $71.1万 | 3,063股 | +116股+3.79% | 加仓 |
 埃克森美孚XOM |
| 0.34% | 0.47% | $74.9万 | 5,481股 | $90.6万 | 5,337股 | +144股+2.70% | 加仓 |
 ADPADP |
| 0.33% | 0.33% | $73.5万 | 3,283股 | $64.3万 | 3,163股 | +120股+3.79% | 加仓 |
