| I景顺交易所交易基金IISPMO |
| 14.9% | 12.03% | $2,152.6万 | 13.3万股 | $1,466.0万 | 13.1万股 | +2,497股+1.91% | 加仓 |
| I景顺·S&PSPHQ |
| 13.72% | 13.22% | $1,982.2万 | 22.0万股 | $1,611.1万 | 21.4万股 | +5,731股+2.67% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 8.5% | 9.59% | $1,227.8万 | 26.2万股 | $1,168.9万 | 24.8万股 | +1.3万股+5.36% | 加仓 |
| F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI |
| 7.83% | 9.06% | $1,130.7万 | 27.9万股 | $1,103.8万 | 27.2万股 | +6,325股+2.32% | 加仓 |
| GGlobal X基金AUSF |
| 6.22% | 7.11% | $898.2万 | 18.4万股 | $866.3万 | 17.9万股 | +4,649股+2.59% | 加仓 |
| IiShares安硕信托TLT |
| 5.73% | 6.41% | $828.5万 | 9.6万股 | $780.4万 | 9.0万股 | +5,848股+6.50% | 加仓 |
| S嘉信策略信托SCHE |
| 5.68% | 5.97% | $821.0万 | 22.6万股 | $727.9万 | 22.1万股 | +5,520股+2.50% | 加仓 |
| AAMPLIFY ETF TRDIVO |
| 4.19% | 4.71% | $604.9万 | 13.2万股 | $574.4万 | 12.8万股 | +4,297股+3.36% | 加仓 |
| IiShares安硕信托EMB |
| 3.95% | 4.34% | $570.8万 | 5.9万股 | $528.4万 | 5.6万股 | +2,941股+5.23% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.61% | 2.97% | $376.8万 | 6.7万股 | $362.4万 | 6.4万股 | +2,780股+4.35% | 加仓 |
 苹果AAPL |
| 2.33% | 2.32% | $336.0万 | 1.2万股 | $282.9万 | 1.1万股 | +464股+4.16% | 加仓 |
 英伟达NVDA |
| 1.92% | 1.94% | $277.3万 | 1.4万股 | $236.3万 | 1.4万股 | +309股+2.28% | 加仓 |
 微软MSFT |
| 1.17% | 1.2% | $168.9万 | 4,528股 | $145.8万 | 3,939股 | +589股+14.95% | 加仓 |
| VVanEck Russia ETFBBH |
| 1.12% | 1.29% | $161.2万 | 1.6万股 | $157.5万 | 1.6万股 | -778股-4.78% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.98% | 1.13% | $141.9万 | 2,836股 | $137.2万 | 2,863股 | -27股-0.94% | 减仓 |
| IiShares安硕信托IVV |
| 0.98% | 1.05% | $141.0万 | 1,883股 | $127.4万 | 1,950股 | -67股-3.44% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 0.96% | 1% | $138.2万 | 2.0万股 | $121.6万 | 1.9万股 | +1,420股+7.46% | 加仓 |
 谷歌AGOOGL |
| 0.94% | 0.92% | $135.5万 | 3,792股 | $112.4万 | 3,909股 | -117股-2.99% | 减仓 |
 台积电TSM |
| 0.78% | 0.6% | $112.8万 | 2,363股 | $72.9万 | 2,156股 | +207股+9.60% | 加仓 |
 亚马逊AMZN |
| 0.77% | 0.83% | $110.9万 | 4,651股 | $101.3万 | 4,864股 | -213股-4.38% | 减仓 |
| V先锋领航指数基金VUG |
| 0.63% | 0.64% | $91.6万 | 1.1万股 | $77.9万 | 1,784股 | +8,854股+496.30% | 加仓 |
| V先锋领航指数基金VOO |
| 0.61% | 0.68% | $87.5万 | 1,274股 | $83.4万 | 1,396股 | -122股-8.74% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.57% | 0.55% | $81.9万 | 2,319股 | $66.4万 | 2,316股 | +3股+0.13% | 加仓 |
 博通AVGO |
| 0.55% | 0.53% | $80.0万 | 2,118股 | $65.1万 | 2,102股 | +16股+0.76% | 加仓 |
 美光科技MU |
| 0.53% | 0.18% | $76.6万 | 663股 | $21.5万 | 637股 | +26股+4.08% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.51% | 0.54% | $73.1万 | 1.0万股 | $65.8万 | 1.0万股 | 00.00% | 持仓不变 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 0.49% | 0.59% | $70.6万 | 1.4万股 | $71.3万 | 1.4万股 | -152股-1.08% | 减仓 |
 礼来LLY |
| 0.46% | 0.4% | $66.9万 | 558股 | $48.7万 | 530股 | +28股+5.28% | 加仓 |
 摩根大通JPM |
| 0.45% | 0.49% | $65.6万 | 2,005股 | $59.3万 | 2,017股 | -12股-0.59% | 减仓 |
| V先锋领航指数基金VTV |
| 0.44% | 0.47% | $63.6万 | 2,920股 | $57.7万 | 2,942股 | -22股-0.75% | 减仓 |
 Meta平台META |
| 0.42% | 0.49% | $60.7万 | 1,077股 | $59.7万 | 1,044股 | +33股+3.16% | 加仓 |
| DDBX ETF信托DBEF |
| 0.41% | 0.44% | $59.6万 | 1.1万股 | $54.1万 | 1.1万股 | -33股-0.30% | 减仓 |
 英特尔INTC |
| 0.41% | — | $59.2万 | 4,238股 | $0 | 0股 | +4,238股 | 新买入 |
 特斯拉TSLA |
| 0.35% | 0.32% | $50.5万 | 1,200股 | $38.8万 | 1,045股 | +155股+14.83% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.34% | 0.29% | $49.1万 | 1,946股 | $35.6万 | 1,960股 | -14股-0.71% | 减仓 |
 AMD超威AMD |
| 0.34% | — | $48.8万 | 840股 | $0 | 0股 | +840股 | 新买入 |
 家得宝HD |
| 0.31% | 0.19% | $45.3万 | 1,285股 | $22.6万 | 688股 | +597股+86.77% | 加仓 |
 好市多COST |
| 0.3% | 0.27% | $42.7万 | 457股 | $33.0万 | 331股 | +126股+38.07% | 加仓 |
 强生JNJ |
| 0.29% | 0.27% | $42.0万 | 1,653股 | $32.9万 | 1,344股 | +309股+22.99% | 加仓 |
 ROYAL CARIBBEANRCL |
| 0.28% | 0.29% | $40.8万 | 1,286股 | $35.5万 | 1,289股 | -3股-0.23% | 减仓 |
 卡特彼勒CAT |
| 0.26% | 0.21% | $37.6万 | 353股 | $25.6万 | 361股 | -8股-2.22% | 减仓 |
 泛林集团LRCX |
| 0.25% | — | $36.4万 | 841股 | $0 | 0股 | +841股 | 新买入 |
| IiShares安硕信托MTUM |
| 0.25% | 0.21% | $36.3万 | 1,060股 | $25.4万 | 1,060股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.24% | 0.28% | $35.2万 | 1,858股 | $33.7万 | 1,746股 | +112股+6.41% | 加仓 |
 诺和诺德NVO |
| 0.24% | 0.21% | $34.6万 | 7,212股 | $25.1万 | 6,825股 | +387股+5.67% | 加仓 |
 埃克森美孚XOM |
| 0.23% | 0.38% | $33.8万 | 2,475股 | $46.0万 | 2,713股 | -238股-8.77% | 减仓 |
| IiShares安硕信托IOO |
| 0.23% | 0.25% | $32.6万 | 2,386股 | $30.0万 | 2,477股 | -91股-3.67% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 0.22% | 0.26% | $32.2万 | 6,355股 | $31.5万 | 6,297股 | +58股+0.92% | 加仓 |
 应用材料AMAT |
| 0.22% | — | $32.2万 | 445股 | $0 | 0股 | +445股 | 新买入 |
 思科CSCO |
| 0.22% | — | $32.1万 | 2,735股 | $0 | 0股 | +2,735股 | 新买入 |
