| S嘉信策略信托SCHD |
| 30.88% | 32.62% | $18.89亿 | 5,957.0万股 | $13.94亿 | 4,545.0万股 | +1,412.0万股+31.07% | 加仓 |
| IiShares安硕信托IVV |
| 22.65% | 15.73% | $13.85亿 | 185.0万股 | $6.72亿 | 102.9万股 | +82.1万股+79.79% | 加仓 |
| IINVESCO S&P ULTRA DIVIDEND REVENUE ETFRDIV |
| 4.17% | — | $2.55亿 | 440.0万股 | $0 | 0股 | +440.0万股 | 新买入 |
| IiShares安硕信托TIP |
| 3.47% | 3.91% | $2.12亿 | 193.9万股 | $1.67亿 | 151.3万股 | +42.6万股+28.14% | 加仓 |
| I景顺交易所交易基金信托PBP |
| 2.33% | 3.2% | $1.42亿 | 622.0万股 | $1.37亿 | 622.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVVW |
| 2.21% | 3.1% | $1.35亿 | 303.0万股 | $1.32亿 | 303.0万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 2.04% | 2.59% | $1.25亿 | 62.3万股 | $1.11亿 | 63.5万股 | -1.2万股-1.89% | 减仓 |
 苹果AAPL |
| 1.66% | 2.1% | $1.02亿 | 35.1万股 | $8,991.0万 | 35.4万股 | -3,306股-0.93% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.52% | 0.87% | $9,279.2万 | 155.5万股 | $3,719.4万 | 68.8万股 | +86.6万股+125.91% | 加仓 |
 谷歌AGOOGL |
| 1.42% | 1.74% | $8,697.6万 | 24.3万股 | $7,422.5万 | 25.8万股 | -1.5万股-5.71% | 减仓 |
| IiShares安硕信托EMB |
| 1.4% | 2.94% | $8,586.7万 | 89.0万股 | $1.26亿 | 133.8万股 | -44.7万股-33.44% | 减仓 |
| GGlobal X基金XYLD |
| 1.14% | 1.57% | $6,975.1万 | 171.0万股 | $6,691.2万 | 171.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.12% | 1.32% | $6,830.3万 | 28.7万股 | $5,628.7万 | 27.0万股 | +1.6万股+6.04% | 加仓 |
 微软MSFT |
| 1.07% | 1.54% | $6,546.3万 | 17.5万股 | $6,582.6万 | 17.8万股 | -2,333股-1.31% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.06% | 0.55% | $6,479.1万 | 67.2万股 | $2,360.2万 | 26.6万股 | +40.6万股+152.51% | 加仓 |
| I景顺交易所交易基金IIBKLN |
| 1.03% | 0.89% | $6,292.4万 | 308.9万股 | $3,823.0万 | 187.3万股 | +121.6万股+64.92% | 加仓 |
 博通AVGO |
| 0.8% | 0.92% | $4,868.7万 | 12.9万股 | $3,951.5万 | 12.8万股 | +1,219股+0.95% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.79% | 0.53% | $4,812.6万 | 130.0万股 | $2,249.8万 | 61.1万股 | +68.9万股+112.87% | 加仓 |
 礼来LLY |
| 0.73% | 0.84% | $4,496.5万 | 3.7万股 | $3,586.7万 | 3.9万股 | -1,507股-3.86% | 减仓 |
| S嘉信·USSCHP |
| 0.72% | 0.58% | $4,407.2万 | 166.3万股 | $2,487.8万 | 93.5万股 | +72.8万股+77.89% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 0.67% | 0.69% | $4,125.2万 | 61.4万股 | $2,930.4万 | 44.6万股 | +16.7万股+37.53% | 加仓 |
| V先锋领航指数基金VOO |
| 0.55% | 0.58% | $3,365.4万 | 4.9万股 | $2,485.8万 | 4.2万股 | +7,400股+17.79% | 加仓 |
 摩根大通JPM |
| 0.55% | 0.71% | $3,344.2万 | 10.2万股 | $3,049.3万 | 10.4万股 | -1,497股-1.44% | 减仓 |
 PALO ALTOPANW |
| 0.45% | 0.29% | $2,754.8万 | 8.1万股 | $1,251.7万 | 7.8万股 | +2,706股+3.47% | 加仓 |
 万事达MA |
| 0.42% | 0.57% | $2,539.0万 | 4.9万股 | $2,449.5万 | 4.9万股 | +411股+0.84% | 加仓 |
 美光科技MU |
| 0.41% | 0.11% | $2,520.7万 | 2.2万股 | $470.1万 | 1.4万股 | +7,924股+56.95% | 加仓 |
 Meta平台META |
| 0.41% | 0.62% | $2,511.3万 | 4.5万股 | $2,645.2万 | 4.6万股 | -1,652股-3.57% | 减仓 |
 高盛GS |
| 0.41% | 0.49% | $2,502.7万 | 2.5万股 | $2,080.9万 | 2.5万股 | +149股+0.61% | 加仓 |
| IiShares安硕信托USRT |
| 0.39% | 0.35% | $2,362.3万 | 35.6万股 | $1,478.0万 | 25.0万股 | +10.6万股+42.37% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.36% | 0.47% | $2,211.4万 | 6.3万股 | $2,019.5万 | 7.0万股 | -7,812股-11.10% | 减仓 |
 沃尔玛WMT |
| 0.33% | 0.52% | $2,034.0万 | 18.0万股 | $2,209.1万 | 17.8万股 | +1,835股+1.03% | 加仓 |
 VertivVRT |
| 0.32% | 0.33% | $1,937.9万 | 5.8万股 | $1,412.0万 | 5.6万股 | +1,529股+2.71% | 加仓 |
| T赛默飞世尔TMO |
| 0.31% | 0.4% | $1,867.2万 | 3.7万股 | $1,694.8万 | 3.4万股 | +2,761股+8.01% | 加仓 |
| IiShares安硕信托IFRA |
| 0.3% | 0.22% | $1,857.2万 | 29.5万股 | $950.1万 | 16.6万股 | +12.9万股+77.36% | 加仓 |
| N新纪元能源NEE |
| 0.3% | 0.42% | $1,817.5万 | 20.7万股 | $1,799.6万 | 19.4万股 | +1.3万股+6.87% | 加仓 |
 WASTE MGMT DELWM |
| 0.29% | 0.4% | $1,770.6万 | 7.9万股 | $1,727.9万 | 7.5万股 | +4,246股+5.65% | 加仓 |
| IiShares安硕·S&P GSCI COMMODITYGSG |
| 0.29% | 0.49% | $1,759.8万 | 61.5万股 | $2,084.4万 | 64.6万股 | -3.1万股-4.80% | 减仓 |
| SSTATE ST SPDR EURO STOXX 50FEZ |
| 0.27% | 0.47% | $1,662.7万 | 24.2万股 | $1,994.0万 | 32.1万股 | -7.9万股-24.63% | 减仓 |
 GE VernovaGEV |
| 0.27% | 0.27% | $1,661.5万 | 1.4万股 | $1,155.3万 | 1.3万股 | +907股+6.85% | 加仓 |
| IiShares安硕IEMG |
| 0.26% | 0.28% | $1,598.8万 | 19.3万股 | $1,206.7万 | 17.3万股 | +2.0万股+11.56% | 加仓 |
 DatadogDDOG |
| 0.26% | 0.17% | $1,580.0万 | 6.1万股 | $722.3万 | 6.1万股 | -503股-0.82% | 减仓 |
 宝洁PG |
| 0.25% | 0.35% | $1,547.1万 | 10.6万股 | $1,491.4万 | 10.3万股 | +2,252股+2.18% | 加仓 |
 优步UBER |
| 0.25% | 0.36% | $1,527.0万 | 21.2万股 | $1,533.8万 | 21.3万股 | -1,610股-0.76% | 减仓 |
 SYSCO COMSYY |
| 0.23% | 0.23% | $1,435.9万 | 17.2万股 | $992.8万 | 13.9万股 | +3.3万股+23.44% | 加仓 |
 标普全球SPGI |
| 0.23% | 0.35% | $1,416.4万 | 3.5万股 | $1,475.7万 | 3.5万股 | +83股+0.24% | 加仓 |
 安费诺APH |
| 0.23% | 0.12% | $1,393.4万 | 7.9万股 | $513.3万 | 4.1万股 | +3.8万股+94.53% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.2% | 0.3% | $1,239.1万 | 7,300股 | $1,262.2万 | 7,300股 | 00.00% | 持仓不变 |
 芝加哥商品交易所CME |
| 0.2% | 0.38% | $1,216.0万 | 5.5万股 | $1,636.3万 | 5.5万股 | -336股-0.61% | 减仓 |
 直觉外科ISRG |
| 0.2% | 0.28% | $1,212.4万 | 3.0万股 | $1,197.7万 | 2.6万股 | +4,506股+17.34% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.19% | 0.19% | $1,165.2万 | 3.1万股 | $831.8万 | 3.0万股 | +1,110股+3.71% | 加仓 |
