| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 8.75% | 8.78% | $1,570.1万 | 46.4万股 | $1,379.3万 | 47.3万股 | -9,510股-2.01% | 减仓 |
| WWisdomTree信托DGRW |
| 6.53% | 6.89% | $1,172.9万 | 12.3万股 | $1,082.6万 | 12.3万股 | -580股-0.47% | 减仓 |
| J骏利Detroit策略信托VNLA |
| 6.21% | 6.7% | $1,114.0万 | 22.8万股 | $1,053.0万 | 21.6万股 | +1.2万股+5.78% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 6.2% | 6.98% | $1,113.5万 | 18.1万股 | $1,096.9万 | 19.8万股 | -1.6万股-8.29% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 5.02% | 5.97% | $901.4万 | 4.1万股 | $938.7万 | 4.9万股 | -7,862股-16.06% | 减仓 |
| NNATIXIS GATEWAY QUALITY INCOME ETFGQI |
| 4.03% | 3.28% | $724.0万 | 12.2万股 | $515.2万 | 9.4万股 | +2.8万股+30.26% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 3.78% | 3.11% | $677.7万 | 12.0万股 | $488.0万 | 8.6万股 | +3.4万股+39.35% | 加仓 |
| J骏利Detroit策略信托JSMD |
| 3.72% | 3.03% | $667.0万 | 6.6万股 | $476.0万 | 6.0万股 | +5,888股+9.81% | 加仓 |
| HHARRIS OAKMARK ETF TRUSTOAKM |
| 3.51% | 3.55% | $629.2万 | 22.3万股 | $558.6万 | 20.3万股 | +2.1万股+10.20% | 加仓 |
| J骏利亨德森JAAA |
| 3.47% | 3.8% | $622.4万 | 12.3万股 | $596.8万 | 11.8万股 | +4,780股+4.03% | 加仓 |
| I景顺QQQ信托VOO |
| 3.24% | 2.84% | $581.7万 | 7,899股 | $445.8万 | 7,723股 | +176股+2.28% | 加仓 |
 VanEck ETF信托SMH |
| 3.03% | 2.12% | $544.0万 | 8,294股 | $332.6万 | 8,674股 | -380股-4.38% | 减仓 |
 苹果AAPL |
| 2.94% | 2.95% | $528.0万 | 1.8万股 | $463.3万 | 1.8万股 | -10股-0.05% | 减仓 |
 英伟达NVDA |
| 2.86% | 2.77% | $513.7万 | 2.6万股 | $435.6万 | 2.5万股 | +700股+2.80% | 加仓 |
 亚马逊AMZN |
| 1.71% | 1.85% | $306.9万 | 1.3万股 | $290.5万 | 1.4万股 | -1,075股-7.71% | 减仓 |
 帕兰提尔PLTR |
| 1.58% | 2.41% | $284.1万 | 2.4万股 | $378.6万 | 2.6万股 | -1,525股-5.89% | 减仓 |
 微软MSFT |
| 1.45% | 1.77% | $259.8万 | 6,965股 | $278.6万 | 7,527股 | -562股-7.47% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.34% | 1.3% | $240.3万 | 6,801股 | $203.7万 | 7,101股 | -300股-4.22% | 减仓 |
| J骏利Detroit策略信托JMBS |
| 1.27% | 2.28% | $228.0万 | 5.1万股 | $357.7万 | 7.9万股 | -2.9万股-35.99% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.11% | 0.89% | $199.7万 | 1.0万股 | $139.3万 | 1.0万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.01% | 1.11% | $182.0万 | 7,166股 | $175.2万 | 7,166股 | 00.00% | 持仓不变 |
| WWORLD GOLD TRGLD |
| 0.97% | — | $173.5万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 CencoraCOR |
| 0.95% | 1.2% | $169.8万 | 6,000股 | $188.5万 | 6,000股 | 00.00% | 持仓不变 |
| IiShares安硕信托MTUM |
| 0.86% | 0.69% | $154.0万 | 4,492股 | $108.4万 | 4,517股 | -25股-0.55% | 减仓 |
 应用材料AMAT |
| 0.81% | 0.43% | $144.6万 | 2,000股 | $68.4万 | 2,000股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.8% | 0.82% | $143.2万 | 4,396股 | $128.7万 | 4,396股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.78% | 0.71% | $140.0万 | 1,875股 | $112.2万 | 1,725股 | +150股+8.70% | 加仓 |
| V先锋领航指数基金VUG |
| 0.74% | 0.73% | $133.1万 | 1.5万股 | $115.1万 | 2,634股 | +1.3万股+486.83% | 加仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.69% | 0.58% | $124.2万 | 1.9万股 | $90.7万 | 2.0万股 | -800股-3.99% | 减仓 |
 美光科技MU |
| 0.58% | 0.14% | $104.0万 | 901股 | $22.8万 | 674股 | +227股+33.68% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.56% | 0.61% | $100.2万 | 2,003股 | $96.0万 | 2,003股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 0.54% | 0.63% | $96.7万 | 7,641股 | $98.7万 | 7,540股 | +101股+1.34% | 加仓 |
| EETF系列解决方案QTUM |
| 0.54% | 0.36% | $96.6万 | 5,842股 | $56.7万 | 5,281股 | +561股+10.62% | 加仓 |
| IiShares安硕信托IVV |
| 0.54% | 0.71% | $96.5万 | 1,288股 | $111.7万 | 1,710股 | -422股-24.68% | 减仓 |
 思科CSCO |
| 0.53% | 0.41% | $95.5万 | 8,169股 | $64.8万 | 8,369股 | -200股-2.39% | 减仓 |
| IiShares安硕信托USMV |
| 0.53% | 0.6% | $95.3万 | 9,875股 | $95.0万 | 1.0万股 | -373股-3.64% | 减仓 |
| PPacer·METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETFQDPL |
| 0.48% | 0.49% | $86.2万 | 1.9万股 | $76.8万 | 1.9万股 | 00.00% | 持仓不变 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.48% | 0.42% | $85.7万 | 3,000股 | $66.6万 | 3,200股 | -200股-6.25% | 减仓 |
| AARK·ETF TRARKK |
| 0.46% | 0.5% | $82.9万 | 1.0万股 | $78.7万 | 1.2万股 | -1,390股-11.93% | 减仓 |
 LOWES COS COMLOW |
| 0.44% | 0.54% | $78.8万 | 3,573股 | $85.6万 | 3,623股 | -50股-1.38% | 减仓 |
| TTHE ALGER ETF TRUST CONCENTRATED EQUITY ETFCNEQ |
| 0.43% | — | $77.5万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 博通AVGO |
| 0.4% | 0.38% | $72.3万 | 1,915股 | $59.3万 | 1,915股 | 00.00% | 持仓不变 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.4% | 0.56% | $71.8万 | 1.4万股 | $87.4万 | 1.7万股 | -3,101股-17.86% | 减仓 |
 ShopifySHOP |
| 0.4% | 0.52% | $71.5万 | 6,258股 | $81.3万 | 6,858股 | -600股-8.75% | 减仓 |
 TapestryTPR |
| 0.39% | 0.43% | $70.8万 | 4,837股 | $68.3万 | 4,837股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.37% | 0.35% | $67.0万 | 5,916股 | $55.5万 | 4,466股 | +1,450股+32.47% | 加仓 |
 卡特彼勒CAT |
| 0.36% | 0.27% | $63.9万 | 600股 | $42.5万 | 600股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.34% | 0.14% | $61.0万 | 1,050股 | $21.4万 | 1,050股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.33% | 0.38% | $59.2万 | 1,050股 | $60.1万 | 1,050股 | 00.00% | 持仓不变 |
 空气化工APD |
| 0.33% | 0.37% | $58.6万 | 2,000股 | $58.1万 | 2,000股 | 00.00% | 持仓不变 |
