| IiShares安硕信托IVV |
| 17.42% | 18.31% | $2,568.9万 | 3.4万股 | $2,337.5万 | 3.6万股 | -1,482股-4.14% | 减仓 |
| V先锋领航白厅基金VYM |
| 11.96% | 14.4% | $1,763.8万 | 11.2万股 | $1,838.6万 | 12.4万股 | -1.3万股-10.10% | 减仓 |
| I景顺QQQ信托VOO |
| 11.82% | 13.17% | $1,743.0万 | 2.4万股 | $1,681.7万 | 2.9万股 | -5,468股-18.77% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 6.28% | — | $926.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| F富达Covington信托FENI |
| 6.27% | 7.39% | $924.2万 | 23.0万股 | $944.1万 | 25.4万股 | -2.3万股-9.25% | 减仓 |
| SSPDR黄金信托GLD |
| 5.62% | 7.64% | $828.5万 | 2.2万股 | $975.4万 | 2.3万股 | -179股-0.79% | 减仓 |
| IiShares安硕IEMG |
| 5.37% | 5.24% | $792.6万 | 9.6万股 | $669.2万 | 9.6万股 | -259股-0.27% | 减仓 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 4.82% | 4.76% | $710.4万 | 10.7万股 | $607.8万 | 9.1万股 | +1.6万股+17.57% | 加仓 |
| IiShares安硕PICK |
| 3.56% | 2.62% | $525.0万 | 9.0万股 | $334.6万 | 5.9万股 | +3.1万股+52.70% | 加仓 |
 VANECK URANIUM AND NUCLEAR ETFNLR |
| 2.96% | 1.92% | $436.8万 | 3.8万股 | $245.6万 | 1.8万股 | +1.9万股+104.31% | 加仓 |
| IiShares安硕EWJ |
| 2.47% | 2.6% | $364.5万 | 3.9万股 | $331.7万 | 3.9万股 | -206股-0.52% | 减仓 |
| SSPDR行业精选信托XLF |
| 2.36% | 1.95% | $348.5万 | 6.5万股 | $248.6万 | 5.0万股 | +1.5万股+29.07% | 加仓 |
| GGlobal X基金SHLD |
| 2.26% | 2.05% | $333.0万 | 5.6万股 | $261.4万 | 3.7万股 | +1.9万股+51.13% | 加仓 |
| GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ |
| 1.78% | 0.91% | $262.1万 | 6.9万股 | $116.5万 | 3.5万股 | +3.4万股+97.04% | 加仓 |
| IiShares安硕信托ICLN |
| 1.75% | — | $257.7万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
| IiShares安硕·MSCI INDIA ETFINDA |
| 1.62% | — | $238.2万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| IiShares安硕·COREIJH |
| 1.19% | 1.33% | $174.8万 | 2.3万股 | $169.9万 | 2.5万股 | -2,488股-9.89% | 减仓 |
 苹果AAPL |
| 1.12% | 1.05% | $165.8万 | 5,729股 | $133.8万 | 5,272股 | +457股+8.67% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.8% | 2.57% | $118.5万 | 1,587股 | $327.7万 | 5,039股 | -3,452股-68.51% | 减仓 |
| IiShares安硕信托IYF |
| 0.7% | 0.86% | $103.5万 | 8,117股 | $109.3万 | 9,288股 | -1,171股-12.61% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.68% | 0.62% | $100.5万 | 1.6万股 | $78.8万 | 1.4万股 | +2,168股+15.28% | 加仓 |
 HSBC SPON ADR NEWHSBC |
| 0.51% | 0.57% | $74.9万 | 7,877股 | $73.0万 | 8,849股 | -972股-10.98% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.48% | 0.69% | $70.5万 | 9,898股 | $88.0万 | 1.4万股 | -3,834股-27.92% | 减仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.48% | 0.48% | $70.3万 | 4,955股 | $61.9万 | 4,948股 | +7股+0.14% | 加仓 |
| C花旗集团C |
| 0.41% | 0.39% | $59.9万 | 4,278股 | $50.2万 | 4,428股 | -150股-3.39% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.33% | — | $48.9万 | 4,434股 | $0 | 0股 | +4,434股 | 新买入 |
 摩根士丹利MS |
| 0.31% | 0.26% | $45.9万 | 2,197股 | $33.4万 | 2,028股 | +169股+8.33% | 加仓 |
| IiShares安硕信托IXJ |
| 0.31% | 0.34% | $45.1万 | 4,588股 | $43.1万 | 4,606股 | -18股-0.39% | 减仓 |
| IiShares安硕信托ITA |
| 0.3% | 1.51% | $43.6万 | 1,799股 | $192.8万 | 8,814股 | -7,015股-79.59% | 减仓 |
| V先锋领航指数基金VOO |
| 0.28% | 0.28% | $41.8万 | 609股 | $36.4万 | 609股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.27% | — | $40.4万 | 2,123股 | $0 | 0股 | +2,123股 | 新买入 |
| EENERGY TRANSFER L PET |
| 0.27% | 0.31% | $39.3万 | 2.1万股 | $39.6万 | 2.1万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLU |
| 0.26% | 0.23% | $38.6万 | 8,508股 | $29.5万 | 6,421股 | +2,087股+32.50% | 加仓 |
 微软MSFT |
| 0.26% | 0.31% | $38.5万 | 1,032股 | $40.1万 | 1,083股 | -51股-4.71% | 减仓 |
| G通用动力VTI |
| 0.26% | 0.26% | $38.4万 | 1,037股 | $33.2万 | 1,035股 | +2股+0.19% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.26% | 0.33% | $37.7万 | 6,680股 | $41.8万 | 7,381股 | -701股-9.50% | 减仓 |
| IiShares安硕信托IEFA |
| 0.25% | — | $36.5万 | 3,781股 | $0 | 0股 | +3,781股 | 新买入 |
| IiShares安硕信托IWV |
| 0.24% | 0.24% | $34.8万 | 816股 | $30.4万 | 820股 | -4股-0.49% | 减仓 |
 英伟达NVDA |
| 0.19% | — | $28.2万 | 1,411股 | $0 | 0股 | +1,411股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.19% | — | $27.6万 | 782股 | $0 | 0股 | +782股 | 新买入 |
 阿斯利康AZN |
| 0.18% | 0.25% | $26.5万 | 1,400股 | $32.3万 | 1,640股 | -240股-14.63% | 减仓 |
 摩根大通JPM |
| 0.16% | — | $24.3万 | 742股 | $0 | 0股 | +742股 | 新买入 |
 特斯拉TSLA |
| 0.16% | — | $24.0万 | 570股 | $0 | 0股 | +570股 | 新买入 |
 洛克希德马丁LMT |
| 0.16% | 0.24% | $23.8万 | 467股 | $30.6万 | 506股 | -39股-7.71% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.16% | — | $23.6万 | 3,077股 | $0 | 0股 | +3,077股 | 新买入 |
 埃克森美孚XOM |
| 0.16% | 0.23% | $23.2万 | 1,696股 | $28.8万 | 1,696股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.15% | — | $22.5万 | 399股 | $0 | 0股 | +399股 | 新买入 |
 沃尔玛WMT |
| 0.14% | — | $20.6万 | 1,816股 | $0 | 0股 | +1,816股 | 新买入 |
 HALEON SPON ADSHLN |
| 0.07% | 0.09% | $11.0万 | 1.2万股 | $11.5万 | 1.1万股 | +261股+2.27% | 加仓 |
