| S嘉信·USSCHX |
| 9.83% | 10.28% | $2,592.3万 | 87.5万股 | $2,030.1万 | 79.2万股 | +8.4万股+10.57% | 加仓 |
| IiShares安硕信托SHV |
| 9.75% | 11.92% | $2,572.4万 | 23.3万股 | $2,354.8万 | 21.3万股 | +2.0万股+9.42% | 加仓 |
| I景顺QQQ信托VOO |
| 7.03% | 7.16% | $1,854.3万 | 2.6万股 | $1,415.1万 | 2.5万股 | +1,750股+7.14% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 5.56% | 5.83% | $1,466.4万 | 28.8万股 | $1,152.1万 | 22.6万股 | +6.2万股+27.20% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 5.51% | 5.54% | $1,453.2万 | 20.2万股 | $1,095.2万 | 17.9万股 | +2.3万股+12.84% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 5.37% | 5.43% | $1,416.5万 | 9.8万股 | $1,072.7万 | 9.6万股 | +1,821股+1.90% | 加仓 |
| SSPDR道富系列信托SPYG |
| 5.17% | — | $1,365.1万 | 11.6万股 | $0 | 0股 | +11.6万股 | 新买入 |
| WWisdomTree信托DGRW |
| 4.89% | 5.24% | $1,289.9万 | 13.3万股 | $1,035.2万 | 11.8万股 | +1.5万股+12.92% | 加仓 |
| IiShares安硕信托IUSV |
| 4.13% | 4.31% | $1,088.3万 | 9.7万股 | $851.4万 | 8.3万股 | +1.3万股+16.02% | 加仓 |
| VVanEck·CLO ETFCLOI |
| 3.49% | 4.22% | $921.2万 | 17.4万股 | $834.1万 | 15.8万股 | +1.6万股+10.13% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.23% | 7.8% | $589.2万 | 17.0万股 | $1,540.8万 | 52.9万股 | -35.9万股-67.83% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.86% | 1.16% | $490.0万 | 9.7万股 | $229.7万 | 4.5万股 | +5.2万股+113.87% | 加仓 |
| PPGIM ULTRAPULS |
| 1.85% | 1.15% | $489.0万 | 9.9万股 | $227.6万 | 4.6万股 | +5.3万股+114.30% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 1.85% | 1.16% | $488.8万 | 9.8万股 | $228.6万 | 4.6万股 | +5.2万股+114.27% | 加仓 |
| IiShares黄金信托IAU |
| 1.65% | 2.24% | $434.5万 | 5.8万股 | $442.4万 | 5.0万股 | +7,907股+15.76% | 加仓 |
| J骏利亨德森JAAA |
| 1.39% | 0.86% | $366.5万 | 7.2万股 | $170.8万 | 3.4万股 | +3.9万股+113.73% | 加仓 |
| V先锋领航指数基金VXF |
| 1.27% | 1.35% | $334.2万 | 1.4万股 | $266.3万 | 1.3万股 | +1,012股+7.82% | 加仓 |
| IiShares比特币ETFIBIT |
| 1.17% | 1.63% | $309.4万 | 8.5万股 | $322.9万 | 8.4万股 | +983股+1.17% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.16% | 1.11% | $306.5万 | 4,082股 | $220.1万 | 3,384股 | +698股+20.63% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.15% | 1.34% | $302.9万 | 1.4万股 | $264.5万 | 1.4万股 | -65股-0.47% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 1.05% | 1.24% | $278.3万 | 5.5万股 | $244.7万 | 4.9万股 | +6,550股+13.47% | 加仓 |
 亚马逊AMZN |
| 1.03% | 1.04% | $271.4万 | 1.1万股 | $204.9万 | 9,836股 | +1,026股+10.43% | 加仓 |
| V先锋领航指数基金VTV |
| 1.01% | 0.83% | $266.7万 | 1.2万股 | $164.3万 | 8,373股 | +3,814股+45.55% | 加仓 |
 英伟达NVDA |
| 0.98% | 0.95% | $258.2万 | 1.2万股 | $187.7万 | 1.1万股 | +1,688股+15.69% | 加仓 |
| IiShares安硕信托ICSH |
| 0.97% | 0.63% | $257.0万 | 5.1万股 | $124.4万 | 2.5万股 | +2.6万股+106.98% | 加仓 |
 苹果AAPL |
| 0.96% | 0.85% | $252.1万 | 7,565股 | $168.4万 | 6,634股 | +931股+14.03% | 加仓 |
 谷歌AGOOGL |
| 0.72% | 0.78% | $189.8万 | 5,353股 | $153.4万 | 5,335股 | +18股+0.34% | 加仓 |
| IiShares安硕信托IWX |
| 0.57% | 0.65% | $151.5万 | 1.4万股 | $129.0万 | 1.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.55% | 0.71% | $145.9万 | 3,638股 | $140.6万 | 3,799股 | -161股-4.24% | 减仓 |
| S道富SPYV |
| 0.55% | 0.39% | $144.1万 | 2.3万股 | $77.0万 | 1.4万股 | +9,544股+70.12% | 加仓 |
 摩根大通JPM |
| 0.54% | 0.53% | $143.7万 | 4,187股 | $104.9万 | 3,566股 | +621股+17.41% | 加仓 |
 台积电TSM |
| 0.52% | 0.47% | $138.2万 | 3,373股 | $93.0万 | 2,752股 | +621股+22.57% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.48% | 0.51% | $127.3万 | 3,597股 | $100.4万 | 3,500股 | +97股+2.77% | 加仓 |
 博通AVGO |
| 0.47% | 0.41% | $124.1万 | 3,315股 | $81.2万 | 2,622股 | +693股+26.43% | 加仓 |
 飞塔FTNT |
| 0.46% | 0.27% | $120.6万 | 7,500股 | $53.4万 | 6,538股 | +962股+14.71% | 加仓 |
| IiShares安硕信托IVV |
| 0.45% | 0.32% | $119.0万 | 1,577股 | $62.5万 | 957股 | +620股+64.79% | 加仓 |
 Meta平台META |
| 0.41% | 0.44% | $108.7万 | 1,635股 | $86.0万 | 1,504股 | +131股+8.71% | 加仓 |
 安费诺APH |
| 0.41% | 0.42% | $107.7万 | 7,035股 | $83.2万 | 6,588股 | +447股+6.79% | 加仓 |
| IiShares安硕信托SGOV |
| 0.34% | 0.7% | $89.9万 | 8,944股 | $137.6万 | 1.4万股 | -4,728股-34.58% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.34% | 0.47% | $88.4万 | 4,981股 | $92.6万 | 6,970股 | -1,989股-28.54% | 减仓 |
| SSPDR道富系列信托QUS |
| 0.31% | 0.38% | $83.0万 | 4,389股 | $75.3万 | 4,389股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.31% | 0.3% | $80.8万 | 7,029股 | $58.9万 | 4,742股 | +2,287股+48.23% | 加仓 |
 埃克森美孚XOM |
| 0.3% | 0.22% | $78.9万 | 5,408股 | $42.6万 | 2,508股 | +2,900股+115.63% | 加仓 |
 TJXTJX |
| 0.3% | 0.29% | $78.1万 | 5,048股 | $57.4万 | 3,593股 | +1,455股+40.50% | 加仓 |
 VisaV |
| 0.28% | 0.3% | $75.0万 | 2,053股 | $58.6万 | 1,938股 | +115股+5.93% | 加仓 |
 WASTE MGMT DELWM |
| 0.28% | 0.19% | $72.7万 | 3,002股 | $37.7万 | 1,642股 | +1,360股+82.83% | 加仓 |
 阿斯麦ASML |
| 0.26% | 0.19% | $69.3万 | 388股 | $37.4万 | 283股 | +105股+37.10% | 加仓 |
 WELLTOWER COMWELL |
| 0.26% | 0.17% | $68.5万 | 2,837股 | $32.6万 | 1,650股 | +1,187股+71.94% | 加仓 |
 好市多COST |
| 0.26% | 0.27% | $68.5万 | 724股 | $54.1万 | 543股 | +181股+33.33% | 加仓 |
| IiShares安硕信托USMV |
| 0.26% | 0.15% | $67.4万 | 6,944股 | $30.2万 | 3,261股 | +3,683股+112.94% | 加仓 |
