| IiShares安硕·RUSSELLIWF |
| 9.88% | 10.99% | $3,350.4万 | 27.0万股 | $2,903.0万 | 6.8万股 | +20.2万股+296.32% | 加仓 |
| IiShares安硕信托IVW |
| 9.08% | 9.54% | $3,079.1万 | 22.4万股 | $2,520.5万 | 22.3万股 | +1,051股+0.47% | 加仓 |
| IiShares安硕信托IVV |
| 7.91% | 8.81% | $2,683.1万 | 3.6万股 | $2,329.0万 | 3.6万股 | +173股+0.49% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 6.81% | 8.65% | $2,310.3万 | 45.7万股 | $2,286.2万 | 45.2万股 | +5,131股+1.14% | 加仓 |
| SSPDR标普500 ETFSPY |
| 5.85% | 6.63% | $1,984.7万 | 2.7万股 | $1,752.5万 | 2.7万股 | -370股-1.37% | 减仓 |
| IiShares安硕·S&PIVE |
| 5.41% | 6.34% | $1,837.1万 | 8.1万股 | $1,675.2万 | 7.9万股 | +1,572股+1.98% | 加仓 |
| V先锋领航指数基金VOO |
| 3.9% | 4.5% | $1,323.6万 | 1.9万股 | $1,188.2万 | 2.0万股 | -612股-3.08% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 2.84% | 3.56% | $962.9万 | 32.1万股 | $941.9万 | 31.3万股 | +7,625股+2.43% | 加仓 |
 苹果AAPL |
| 2.67% | 2.07% | $904.2万 | 3.1万股 | $547.5万 | 2.2万股 | +9,676股+44.86% | 加仓 |
| IiShares安硕信托IEFA |
| 2.29% | 2.74% | $778.1万 | 8.1万股 | $724.0万 | 8.0万股 | +594股+0.74% | 加仓 |
 博通AVGO |
| 2.29% | 2.26% | $775.8万 | 2.1万股 | $597.8万 | 1.9万股 | +1,223股+6.33% | 加仓 |
| BBANK OF AMERBAC |
| 2.25% | 0.75% | $764.1万 | 13.4万股 | $197.5万 | 13.2万股 | +2,450股+1.86% | 加仓 |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 2.13% | 2.86% | $723.8万 | 14.4万股 | $754.6万 | 14.9万股 | -5,759股-3.85% | 减仓 |
| SSTATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETFSHM |
| 2.07% | 2.62% | $701.8万 | 14.9万股 | $692.0万 | 14.7万股 | +2,310股+1.57% | 加仓 |
 GLOBAL PMTS COMGPN |
| 1.95% | 2.31% | $663.1万 | 9.1万股 | $611.2万 | 9.1万股 | +579股+0.64% | 加仓 |
 英伟达NVDA |
| 1.95% | 1.19% | $660.2万 | 3.3万股 | $313.8万 | 1.8万股 | +1.5万股+83.36% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.59% | 1.8% | $538.8万 | 3.7万股 | $474.9万 | 3.7万股 | -265股-0.71% | 减仓 |
 亚马逊AMZN |
| 1.49% | 0.93% | $506.0万 | 2.1万股 | $245.8万 | 1.2万股 | +9,425股+79.85% | 加仓 |
| S道富SPIB |
| 1.49% | 1.83% | $505.5万 | 15.1万股 | $483.3万 | 14.4万股 | +6,962股+4.83% | 加仓 |
 微软MSFT |
| 1.38% | 1.14% | $466.8万 | 1.3万股 | $300.5万 | 8,118股 | +4,397股+54.16% | 加仓 |
 高盛GS |
| 1.33% | 1.1% | $452.3万 | 4,472股 | $289.9万 | 3,426股 | +1,046股+30.53% | 加仓 |
 谷歌AGOOGL |
| 1.08% | 0.52% | $366.1万 | 1.0万股 | $137.8万 | 4,790股 | +5,454股+113.86% | 加仓 |
| G高盛ETF信托GBIL |
| 1% | 0.53% | $340.6万 | 3.4万股 | $138.8万 | 1.4万股 | +2.0万股+145.47% | 加仓 |
 摩根大通JPM |
| 0.78% | 0.85% | $265.1万 | 8,098股 | $223.7万 | 7,605股 | +493股+6.48% | 加仓 |
| I景顺QQQ信托VOO |
| 0.75% | 0.74% | $254.5万 | 3,456股 | $195.2万 | 3,382股 | +74股+2.19% | 加仓 |
| C资本集团固定收益ETF信托CGMS |
| 0.73% | 0.85% | $247.9万 | 9.1万股 | $225.1万 | 8.3万股 | +8,041股+9.73% | 加仓 |
| C资本集团固定收益ETF信托CGCB |
| 0.71% | 0.87% | $241.4万 | 9.2万股 | $230.3万 | 8.8万股 | +4,513股+5.15% | 加仓 |
 Meta平台META |
| 0.7% | 0.52% | $238.2万 | 4,228股 | $137.4万 | 2,402股 | +1,826股+76.02% | 加仓 |
 特斯拉TSLA |
| 0.69% | 0.29% | $234.1万 | 5,567股 | $76.8万 | 2,065股 | +3,502股+169.59% | 加仓 |
 黑石集团BX |
| 0.67% | 0.67% | $226.9万 | 1.9万股 | $177.7万 | 1.5万股 | +3,823股+24.73% | 加仓 |
| V先锋领航指数基金VUG |
| 0.66% | 0.71% | $223.3万 | 2.6万股 | $186.9万 | 4,279股 | +2.2万股+505.80% | 加仓 |
 VisaV |
| 0.66% | 0.64% | $222.6万 | 6,489股 | $168.5万 | 5,574股 | +915股+16.42% | 加仓 |
 AFLAC COMAFL |
| 0.55% | 0.66% | $187.6万 | 1.6万股 | $175.6万 | 1.6万股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.46% | 0.29% | $155.4万 | 7,435股 | $75.9万 | 4,614股 | +2,821股+61.14% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.45% | 0.49% | $151.0万 | 6,883股 | $128.2万 | 6,683股 | +200股+2.99% | 加仓 |
 家得宝HD |
| 0.44% | 0.41% | $148.4万 | 4,207股 | $107.9万 | 3,280股 | +927股+28.26% | 加仓 |
| J摩根大通交易所交易基金JPLD |
| 0.38% | 0.49% | $128.7万 | 2.5万股 | $128.6万 | 2.5万股 | +36股+0.15% | 加仓 |
 好市多COST |
| 0.36% | 0.21% | $123.8万 | 1,323股 | $55.4万 | 556股 | +767股+137.95% | 加仓 |
 甲骨文ORCL |
| 0.36% | — | $121.1万 | 8,265股 | $0 | 0股 | +8,265股 | 新买入 |
| IiShares安硕·COREIJH |
| 0.31% | 0.34% | $103.7万 | 1.3万股 | $89.3万 | 1.3万股 | +236股+1.79% | 加仓 |
| IISHARES BROADUSIG |
| 0.31% | 0.4% | $103.6万 | 2.0万股 | $106.5万 | 2.1万股 | -588股-2.83% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.29% | 0.38% | $97.7万 | 1.9万股 | $99.2万 | 1.9万股 | -237股-1.26% | 减仓 |
 WELLTOWER COMWELL |
| 0.28% | 0.3% | $95.3万 | 4,197股 | $78.1万 | 3,949股 | +248股+6.28% | 加仓 |
 万事达MA |
| 0.28% | 0.28% | $94.3万 | 1,835股 | $73.0万 | 1,461股 | +374股+25.60% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.27% | 0.35% | $91.2万 | 1.2万股 | $93.5万 | 1.2万股 | -213股-1.79% | 减仓 |
 VertivVRT |
| 0.27% | 0.08% | $90.3万 | 2,696股 | $21.9万 | 873股 | +1,823股+208.82% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.25% | 0.09% | $84.9万 | 6,717股 | $22.8万 | 1,639股 | +5,078股+309.82% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.25% | 0.28% | $83.2万 | 3,517股 | $74.8万 | 3,478股 | +39股+1.12% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.24% | 0.28% | $81.4万 | 4,979股 | $74.8万 | 4,336股 | +643股+14.83% | 加仓 |
 帕兰提尔PLTR |
| 0.23% | 0.3% | $79.7万 | 6,830股 | $80.4万 | 5,493股 | +1,337股+24.34% | 加仓 |
