| I景顺QQQ信托VOO |
| 19.44% | 19.16% | $4,094.1万 | 5.6万股 | $3,398.9万 | 5.9万股 | -3,292股-5.59% | 减仓 |
| V先锋领航指数基金VOO |
| 10.76% | 14.89% | $2,265.0万 | 3.3万股 | $2,641.9万 | 4.4万股 | -1.1万股-25.41% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 10.3% | 8.58% | $2,168.3万 | 14.8万股 | $1,521.7万 | 11.9万股 | +2.9万股+24.69% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 9.8% | 7.96% | $2,062.9万 | 3.9万股 | $1,412.6万 | 3.0万股 | +8,993股+29.49% | 加仓 |
| VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB |
| 6.67% | 5.14% | $1,405.6万 | 27.8万股 | $911.9万 | 18.0万股 | +9.7万股+54.02% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 4.52% | 3.78% | $952.4万 | 5.3万股 | $671.1万 | 4.6万股 | +6,947股+14.98% | 加仓 |
 英伟达NVDA |
| 2.96% | 3.18% | $622.7万 | 3.1万股 | $563.7万 | 3.2万股 | -1,204股-3.72% | 减仓 |
| IiShares安硕信托AGG |
| 2.9% | 5.27% | $610.5万 | 6.2万股 | $934.1万 | 9.4万股 | -3.2万股-34.45% | 减仓 |
 苹果AAPL |
| 2.88% | 2.85% | $605.6万 | 2.1万股 | $505.6万 | 2.0万股 | +1,009股+5.07% | 加仓 |
 微软MSFT |
| 2.05% | 2.21% | $430.7万 | 1.2万股 | $392.6万 | 1.1万股 | +940股+8.86% | 加仓 |
 谷歌AGOOGL |
| 1.87% | 1.74% | $394.0万 | 1.1万股 | $309.1万 | 1.1万股 | +274股+2.55% | 加仓 |
 AMD超威AMD |
| 1.83% | 1.2% | $385.7万 | 6,639股 | $212.8万 | 1.0万股 | -3,824股-36.55% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 1.77% | 1.85% | $373.3万 | 9,116股 | $328.7万 | 9,218股 | -102股-1.11% | 减仓 |
 Meta平台META |
| 1.4% | 1.46% | $294.7万 | 5,232股 | $259.7万 | 4,539股 | +693股+15.27% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.39% | 1.5% | $293.5万 | 4.1万股 | $266.8万 | 4.2万股 | -455股-1.09% | 减仓 |
| F第一信托交易所交易基金FYC |
| 1.37% | 1.27% | $288.2万 | 2.3万股 | $224.8万 | 2.3万股 | -544股-2.35% | 减仓 |
 博通AVGO |
| 1.16% | 1.02% | $244.3万 | 6,466股 | $181.6万 | 5,867股 | +599股+10.21% | 加仓 |
 亚马逊AMZN |
| 0.99% | 1.07% | $209.2万 | 8,776股 | $189.0万 | 9,075股 | -299股-3.29% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.96% | 0.93% | $202.8万 | 5,739股 | $164.9万 | 5,747股 | -8股-0.14% | 减仓 |
| SSPDR黄金信托GLD |
| 0.91% | 1.29% | $191.5万 | 5,198股 | $228.1万 | 5,301股 | -103股-1.94% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.86% | 0.99% | $180.7万 | 1.7万股 | $175.1万 | 1.8万股 | -629股-3.49% | 减仓 |
 特斯拉TSLA |
| 0.66% | 0.62% | $139.8万 | 3,323股 | $109.1万 | 2,936股 | +387股+13.18% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.59% | 0.34% | $124.0万 | 1,935股 | $59.9万 | 1,823股 | +112股+6.14% | 加仓 |
 美光科技MU |
| 0.51% | 0.19% | $106.5万 | 923股 | $33.6万 | 995股 | -72股-7.24% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.45% | 0.32% | $95.2万 | 1,903股 | $57.1万 | 1,191股 | +712股+59.78% | 加仓 |
 甲骨文ORCL |
| 0.45% | 0.51% | $94.2万 | 6,429股 | $90.2万 | 6,131股 | +298股+4.86% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.44% | 0.45% | $92.4万 | 3,375股 | $79.9万 | 3,379股 | -4股-0.12% | 减仓 |
| V先锋领航指数基金VUG |
| 0.41% | 0.41% | $85.7万 | 9,954股 | $72.5万 | 1,659股 | +8,295股+500.00% | 加仓 |
 礼来LLY |
| 0.4% | 0.36% | $84.8万 | 707股 | $63.3万 | 688股 | +19股+2.76% | 加仓 |
 摩根大通JPM |
| 0.4% | 0.41% | $83.6万 | 2,555股 | $72.7万 | 2,471股 | +84股+3.40% | 加仓 |
| S嘉信策略信托SCHF |
| 0.37% | 0.39% | $78.3万 | 2.8万股 | $70.0万 | 2.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.36% | 0.37% | $75.8万 | 1,013股 | $66.1万 | 1,012股 | +1股+0.10% | 加仓 |
| G通用动力VTI |
| 0.35% | 0.37% | $74.7万 | 2,020股 | $65.4万 | 2,038股 | -18股-0.88% | 减仓 |
 强生JNJ |
| 0.34% | 0.38% | $71.4万 | 2,811股 | $67.4万 | 2,758股 | +53股+1.92% | 加仓 |
 埃克森美孚XOM |
| 0.34% | 0.54% | $71.2万 | 5,206股 | $96.4万 | 5,680股 | -474股-8.35% | 减仓 |
 思科CSCO |
| 0.3% | 0.26% | $63.6万 | 5,413股 | $46.6万 | 6,005股 | -592股-9.86% | 减仓 |
 VisaV |
| 0.3% | 0.27% | $63.0万 | 1,836股 | $47.8万 | 1,580股 | +256股+16.20% | 加仓 |
 泛林集团LRCX |
| 0.29% | 0.17% | $62.0万 | 1,431股 | $30.1万 | 1,408股 | +23股+1.63% | 加仓 |
 沃尔玛WMT |
| 0.29% | 0.38% | $61.9万 | 5,461股 | $67.2万 | 5,405股 | +56股+1.04% | 加仓 |
 应用材料AMAT |
| 0.27% | 0.15% | $56.3万 | 779股 | $26.1万 | 764股 | +15股+1.96% | 加仓 |
 英特尔INTC |
| 0.24% | — | $50.5万 | 3,616股 | $0 | 0股 | +3,616股 | 新买入 |
 GE航空GE |
| 0.23% | 0.21% | $49.0万 | 1,310股 | $37.0万 | 1,303股 | +7股+0.54% | 加仓 |
 卡特彼勒CAT |
| 0.23% | 0.18% | $48.0万 | 451股 | $31.4万 | 443股 | +8股+1.81% | 加仓 |
 艾伯维ABBV |
| 0.22% | 0.21% | $45.6万 | 1,811股 | $37.5万 | 1,726股 | +85股+4.92% | 加仓 |
| IiShares安硕信托IEI |
| 0.2% | 0.25% | $42.9万 | 3,651股 | $43.8万 | 3,693股 | -42股-1.14% | 减仓 |
 科磊KLAC |
| 0.2% | — | $41.9万 | 1,390股 | $0 | 0股 | +1,390股 | 新买入 |
 GE VernovaGEV |
| 0.2% | 0.3% | $41.6万 | 354股 | $53.7万 | 615股 | -261股-42.44% | 减仓 |
 西部数据WDC |
| 0.19% | — | $39.7万 | 621股 | $0 | 0股 | +621股 | 新买入 |
 迈威尔MRVL |
| 0.18% | — | $38.2万 | 1,283股 | $0 | 0股 | +1,283股 | 新买入 |
 家得宝HD |
| 0.18% | 0.15% | $38.2万 | 1,082股 | $26.1万 | 793股 | +289股+36.44% | 加仓 |
