| SSPDR标普500 ETFSPY |
| 21.93% | 21.33% | $8,893.9万 | 11.9万股 | $7,570.4万 | 11.6万股 | +2,691股+2.31% | 加仓 |
 PROGRESSIVEPGR |
| 10.97% | 11.26% | $4,450.4万 | 20.4万股 | $3,995.9万 | 20.2万股 | +2,158股+1.07% | 加仓 |
| SSPDR道富指数基金SPDW |
| 7.72% | 7.46% | $3,130.5万 | 62.1万股 | $2,649.4万 | 58.0万股 | +4.1万股+7.05% | 加仓 |
 GE VernovaGEV |
| 7.44% | 6.57% | $3,019.0万 | 2.6万股 | $2,332.1万 | 2.7万股 | -1,019股-3.81% | 减仓 |
| IiShares安硕信托IVV |
| 6.16% | 5.7% | $2,498.2万 | 3.3万股 | $2,024.6万 | 3.1万股 | +2,363股+7.62% | 加仓 |
| I景顺自营指数基金BSCV |
| 5.27% | 5.52% | $2,136.4万 | 130.4万股 | $1,958.9万 | 119.0万股 | +11.4万股+9.56% | 加仓 |
 台积电TSM |
| 4.96% | 4.14% | $2,011.5万 | 4.2万股 | $1,468.3万 | 4.3万股 | -1,328股-3.06% | 减仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 4.69% | 5.08% | $1,900.8万 | 102.3万股 | $1,801.4万 | 96.5万股 | +5.8万股+6.00% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 3.82% | 4.07% | $1,549.9万 | 30.8万股 | $1,445.8万 | 28.7万股 | +2.1万股+7.18% | 加仓 |
| I景顺·S&PSPHQ |
| 3.64% | 3.3% | $1,475.4万 | 16.4万股 | $1,172.4万 | 15.6万股 | +7,826股+5.02% | 加仓 |
 苹果AAPL |
| 2.99% | 2.99% | $1,213.3万 | 4.2万股 | $1,061.7万 | 4.2万股 | +95股+0.23% | 加仓 |
 亚马逊AMZN |
| 2.32% | 2.28% | $941.0万 | 3.9万股 | $808.3万 | 3.9万股 | +668股+1.72% | 加仓 |
 好市多COST |
| 2.22% | 2.66% | $901.8万 | 9,640股 | $943.0万 | 9,464股 | +176股+1.86% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Treasury EtfIBTL |
| 2.02% | 2.15% | $818.6万 | 40.5万股 | $764.8万 | 37.5万股 | +3.1万股+8.14% | 加仓 |
| IiShares安硕信托IBTO |
| 2% | 2.15% | $810.7万 | 33.6万股 | $762.4万 | 31.3万股 | +2.3万股+7.48% | 加仓 |
| PPROLOGIS COMPLD |
| 1.76% | 1.89% | $715.4万 | 5.3万股 | $671.0万 | 5.1万股 | +2,039股+4.02% | 加仓 |
 微软MSFT |
| 1.74% | 1.88% | $703.9万 | 1.9万股 | $666.3万 | 1.8万股 | +869股+4.83% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 1.11% | 1.67% | $448.6万 | 10.5万股 | $591.5万 | 9.4万股 | +1.1万股+11.52% | 加仓 |
 HUNTINGTON INGALLS INDS COMHII |
| 1.03% | 1.42% | $419.0万 | 1.5万股 | $503.3万 | 1.3万股 | +1,720股+12.98% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.95% | 1.08% | $385.4万 | 4.5万股 | $384.7万 | 5.0万股 | -4,798股-9.62% | 减仓 |
 英伟达NVDA |
| 0.75% | 0.75% | $303.8万 | 1.5万股 | $266.7万 | 1.5万股 | -111股-0.73% | 减仓 |
| S道富SPYV |
| 0.24% | 0.26% | $98.0万 | 1.6万股 | $91.3万 | 1.6万股 | -11股-0.07% | 减仓 |
 思科CSCO |
| 0.24% | 0.18% | $96.0万 | 8,169股 | $63.4万 | 8,169股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.23% | 0.23% | $92.9万 | 2,208股 | $80.5万 | 2,165股 | +43股+1.99% | 加仓 |
| BBANK OF AMERBAC |
| 0.22% | 0.23% | $88.5万 | 1.6万股 | $80.6万 | 1.7万股 | -1,000股-6.05% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.21% | 0.21% | $85.1万 | 6,856股 | $73.0万 | 1,713股 | +5,143股+300.23% | 加仓 |
 CienaCIEN |
| 0.21% | 0.19% | $85.0万 | 1,733股 | $68.1万 | 1,753股 | -20股-1.14% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.21% | 0.24% | $84.4万 | 2,388股 | $83.9万 | 2,925股 | -537股-18.36% | 减仓 |
| V先锋领航指数基金VOO |
| 0.17% | 0.15% | $70.2万 | 953股 | $53.4万 | 925股 | +28股+3.03% | 加仓 |
 美光科技MU |
| 0.15% | — | $60.1万 | 521股 | $0 | 0股 | +521股 | 新买入 |
 埃克森美孚XOM |
| 0.15% | 0.21% | $59.5万 | 4,352股 | $73.8万 | 4,352股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VBK |
| 0.13% | 0.12% | $52.3万 | 1,429股 | $43.2万 | 1,429股 | 00.00% | 持仓不变 |
| IINTERDIGITALIDCC |
| 0.12% | 0.15% | $49.5万 | 1,748股 | $53.5万 | 1,770股 | -22股-1.24% | 减仓 |
 博通AVGO |
| 0.12% | 0.11% | $47.9万 | 1,267股 | $39.2万 | 1,267股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.1% | 0.09% | $40.5万 | 951股 | $33.7万 | 941股 | +10股+1.06% | 加仓 |
 好事达ALL |
| 0.1% | 0.1% | $40.1万 | 1,685股 | $34.9万 | 1,685股 | 00.00% | 持仓不变 |
| XXTRACKERS MSCI EAFE HIGHDIVIDEND YIELD EQUITY ETFHDEF |
| 0.1% | 0.11% | $38.9万 | 1.2万股 | $39.2万 | 1.2万股 | 00.00% | 持仓不变 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.09% | 0.11% | $37.9万 | 5,056股 | $38.5万 | 5,258股 | -202股-3.84% | 减仓 |
 谷歌AGOOGL |
| 0.09% | 0.09% | $37.5万 | 1,050股 | $30.2万 | 1,051股 | -1股-0.10% | 减仓 |
 汽车地带AZO |
| 0.09% | 0.11% | $37.1万 | 116股 | $39.5万 | 117股 | -1股-0.85% | 减仓 |
 麦当劳MCD |
| 0.09% | 0.12% | $35.3万 | 1,306股 | $41.2万 | 1,325股 | -19股-1.43% | 减仓 |
| F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC |
| 0.09% | 0.15% | $34.8万 | 1.3万股 | $54.6万 | 1.9万股 | -6,152股-32.36% | 减仓 |
| V先锋领航指数基金VOT |
| 0.08% | 0.08% | $34.3万 | 1,119股 | $28.8万 | 1,119股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.08% | 0.09% | $34.2万 | 3,538股 | $32.5万 | 3,590股 | -52股-1.45% | 减仓 |
 帕兰提尔PLTR |
| 0.08% | 0.14% | $33.5万 | 2,875股 | $49.7万 | 3,395股 | -520股-15.32% | 减仓 |
 VisaV |
| 0.08% | 0.08% | $32.7万 | 954股 | $28.8万 | 955股 | -1股-0.10% | 减仓 |
| G通用动力VTI |
| 0.08% | 0.08% | $30.8万 | 832股 | $26.7万 | 832股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.07% | 0.08% | $29.4万 | 1,158股 | $28.3万 | 1,158股 | 00.00% | 持仓不变 |
 星座能源CEG |
| 0.07% | 0.09% | $28.8万 | 1,160股 | $33.0万 | 1,182股 | -22股-1.86% | 减仓 |
 摩根大通JPM |
| 0.07% | 0.07% | $26.6万 | 812股 | $23.9万 | 811股 | +1股+0.12% | 加仓 |
