| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 21.31% | 24.28% | $1.22亿 | 242.5万股 | $1.22亿 | 241.8万股 | +6,652股+0.28% | 加仓 |
| SSPDR标普500 ETFSPY |
| 18.68% | 18.65% | $1.07亿 | 14.3万股 | $9,350.8万 | 14.4万股 | -488股-0.34% | 减仓 |
| I景顺QQQ信托VOO |
| 13.8% | 12.18% | $7,906.7万 | 11.6万股 | $6,107.5万 | 11.4万股 | +1,554股+1.36% | 加仓 |
| IiShares安硕信托IVV |
| 9.41% | 9.8% | $5,393.5万 | 7.2万股 | $4,915.0万 | 7.5万股 | -3,235股-4.30% | 减仓 |
| WWisdomTree信托DGRW |
| 6.91% | 6.98% | $3,957.8万 | 41.4万股 | $3,501.7万 | 39.9万股 | +1.5万股+3.83% | 加仓 |
| IiShares安硕·COREIJH |
| 5.37% | 5.18% | $3,076.8万 | 39.9万股 | $2,597.6万 | 38.5万股 | +1.4万股+3.69% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 3.18% | 3.2% | $1,821.3万 | 2.6万股 | $1,604.3万 | 2.6万股 | -117股-0.45% | 减仓 |
| G通用动力VTI |
| 2.58% | 2.13% | $1,476.9万 | 4.9万股 | $1,065.5万 | 4.2万股 | +6,704股+15.93% | 加仓 |
| V先锋领航指数基金VOO |
| 2.21% | 2.23% | $1,264.7万 | 1.8万股 | $1,115.6万 | 1.9万股 | -256股-1.37% | 减仓 |
| I景顺·S&PSPHQ |
| 1.94% | 1.38% | $1,112.4万 | 12.3万股 | $690.1万 | 9.2万股 | +3.2万股+34.51% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.92% | 1.53% | $1,101.5万 | 5.8万股 | $766.9万 | 5.8万股 | +106股+0.18% | 加仓 |
| IiShares安硕·COREIJR |
| 1.55% | 1.48% | $886.7万 | 6.0万股 | $741.4万 | 6.0万股 | +114股+0.19% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.19% | 1.17% | $683.3万 | 5.5万股 | $586.6万 | 1.4万股 | +4.1万股+300.05% | 加仓 |
 谷歌AGOOGL |
| 1.11% | 1.05% | $634.1万 | 127.3万股 | $527.6万 | 127.3万股 | +250股+0.02% | 加仓 |
 苹果AAPL |
| 0.96% | 0.97% | $552.1万 | 1.9万股 | $484.4万 | 1.9万股 | -9股-0.05% | 减仓 |
| IiShares安硕信托IWD |
| 0.81% | 0.82% | $466.0万 | 1.9万股 | $410.7万 | 1.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.52% | 0.55% | $297.9万 | 1.8万股 | $274.8万 | 1.9万股 | -1,156股-5.99% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.46% | 0.47% | $263.9万 | 3.1万股 | $238.1万 | 3.1万股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.43% | 0.46% | $247.4万 | 4,737股 | $229.2万 | 4,950股 | -213股-4.30% | 减仓 |
 亚马逊AMZN |
| 0.36% | 0.34% | $204.1万 | 8,565股 | $172.3万 | 8,274股 | +291股+3.52% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.28% | 0.32% | $162.4万 | 1.8万股 | $161.9万 | 1.8万股 | +59股+0.33% | 加仓 |
 英伟达NVDA |
| 0.26% | 0.26% | $151.4万 | 7,567股 | $131.2万 | 7,522股 | +45股+0.60% | 加仓 |
| S道富SPYM |
| 0.2% | 0.23% | $117.4万 | 1.3万股 | $116.0万 | 1.5万股 | -1,797股-11.86% | 减仓 |
| V先锋领航指数基金VTV |
| 0.2% | 0.21% | $116.4万 | 5,342股 | $104.8万 | 5,342股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.19% | 0.19% | $106.9万 | 4.5万股 | $93.2万 | 4.5万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.18% | 0.07% | $102.9万 | 1,772股 | $35.4万 | 1,740股 | +32股+1.84% | 加仓 |
 摩根大通JPM |
| 0.18% | — | $101.3万 | 3,095股 | $0 | 0股 | +3,095股 | 新买入 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.17% | 0.17% | $96.8万 | 6,819股 | $85.3万 | 6,819股 | 00.00% | 持仓不变 |
| RROCKCREEK GLOBAL EQUALITY ETFRCGE |
| 0.17% | 0.18% | $96.2万 | 3.2万股 | $90.3万 | 3.2万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.16% | 0.15% | $90.9万 | 2,161股 | $77.6万 | 2,087股 | +74股+3.55% | 加仓 |
 微软MSFT |
| 0.15% | 0.19% | $88.7万 | 2,377股 | $93.0万 | 2,511股 | -134股-5.34% | 减仓 |
| IiShares安硕信托SGOV |
| 0.15% | 0.2% | $84.4万 | 8,383股 | $98.4万 | 9,774股 | -1,391股-14.23% | 减仓 |
 ALTRIAMO |
| 0.15% | 0.16% | $84.3万 | 1.2万股 | $78.3万 | 1.2万股 | -151股-1.27% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.14% | 0.14% | $82.3万 | 9,365股 | $68.8万 | 1,873股 | +7,492股+400.00% | 加仓 |
| S道富SPYV |
| 0.14% | 0.15% | $79.3万 | 1.3万股 | $73.7万 | 1.3万股 | +20股+0.15% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.14% | 0.14% | $77.9万 | 3,660股 | $70.2万 | 3,660股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.13% | 0.16% | $76.8万 | 1,363股 | $78.0万 | 1,363股 | 00.00% | 持仓不变 |
| F富达·COMWLTH TRONEQ |
| 0.13% | 0.13% | $76.8万 | 7,442股 | $63.1万 | 7,442股 | 00.00% | 持仓不变 |
 VIRTUS ARTIFICIAL INTELLIGENAIO |
| 0.11% | 0.09% | $62.1万 | 2.2万股 | $47.4万 | 2.2万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.11% | 0.06% | $61.1万 | 1,793股 | $28.7万 | 1,793股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.1% | 0.11% | $59.3万 | 1,186股 | $56.8万 | 1,186股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.1% | 0.13% | $58.6万 | 8,210股 | $64.9万 | 6,751股 | +1,459股+21.61% | 加仓 |
 礼来LLY |
| 0.09% | 0.08% | $51.0万 | 425股 | $40.4万 | 439股 | -14股-3.19% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.09% | 0.1% | $50.6万 | 3,326股 | $48.5万 | 3,322股 | +4股+0.12% | 加仓 |
| V先锋领航·MIDVO |
| 0.08% | 0.09% | $48.2万 | 5,980股 | $42.9万 | 1,495股 | +4,485股+300.00% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.08% | 0.08% | $46.2万 | 2,555股 | $42.2万 | 2,555股 | 00.00% | 持仓不变 |
| AALMONTY INDSALM |
| 0.07% | 0.07% | $42.7万 | 2.6万股 | $34.3万 | 2.4万股 | +2,055股+8.67% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.07% | 0.07% | $41.2万 | 1,743股 | $37.5万 | 1,743股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.07% | 0.07% | $40.5万 | 1,438股 | $34.9万 | 1,438股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.06% | 0.07% | $36.7万 | 3,801股 | $34.4万 | 3,801股 | 00.00% | 持仓不变 |
