| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 10.73% | 11.57% | $2,695.9万 | 79.7万股 | $2,522.7万 | 86.6万股 | -6.9万股-8.01% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 9.54% | 10.45% | $2,395.9万 | 19.3万股 | $2,278.8万 | 5.3万股 | +14.0万股+261.04% | 加仓 |
| F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI |
| 8.58% | 8.53% | $2,155.2万 | 53.1万股 | $1,859.2万 | 45.9万股 | +7.2万股+15.79% | 加仓 |
| WWisdomTree信托DGRW |
| 7.94% | 8.88% | $1,993.5万 | 20.8万股 | $1,935.4万 | 22.0万股 | -1.2万股-5.38% | 减仓 |
| I景顺·S&PSPHQ |
| 7.35% | 7.51% | $1,847.3万 | 20.5万股 | $1,638.1万 | 21.8万股 | -1.3万股-5.89% | 减仓 |
| V先锋领航·MIDVO |
| 5.27% | 5.01% | $1,323.4万 | 16.4万股 | $1,091.6万 | 3.8万股 | +12.6万股+332.14% | 加仓 |
 苹果AAPL |
| 3.14% | 3.08% | $789.4万 | 2.7万股 | $671.8万 | 2.6万股 | +811股+3.06% | 加仓 |
 英伟达NVDA |
| 2.08% | 2.21% | $522.4万 | 2.6万股 | $481.1万 | 2.8万股 | -1,477股-5.35% | 减仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 2.02% | 2.52% | $506.5万 | 1.2万股 | $549.2万 | 1.2万股 | 00.00% | 持仓不变 |
| AAvantis·U SAVUV |
| 2.01% | 1.88% | $505.6万 | 4.1万股 | $410.4万 | 3.7万股 | +3,368股+9.06% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 1.94% | 1.73% | $486.3万 | 8.7万股 | $377.4万 | 8.0万股 | +6,677股+8.32% | 加仓 |
| I景顺QQQ信托VOO |
| 1.82% | — | $456.4万 | 6,197股 | $0 | 0股 | +6,197股 | 新买入 |
| J摩根大通交易所交易基金JEPI |
| 1.75% | 2.05% | $438.4万 | 7.8万股 | $446.4万 | 7.9万股 | -1,139股-1.45% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.72% | 1.59% | $431.0万 | 5,771股 | $345.9万 | 5,319股 | +452股+8.50% | 加仓 |
| IiShares安硕·COREIJH |
| 1.44% | 1.54% | $361.1万 | 4.7万股 | $335.1万 | 5.0万股 | -2,794股-5.63% | 减仓 |
 谷歌AGOOGL |
| 1.41% | 1.3% | $354.0万 | 9,906股 | $282.9万 | 9,838股 | +68股+0.69% | 加仓 |
| S嘉信策略信托SCHD |
| 1.41% | 1.87% | $353.8万 | 11.2万股 | $407.6万 | 13.3万股 | -2.1万股-16.02% | 减仓 |
 埃森哲ACN |
| 1.37% | 2.7% | $344.6万 | 2.8万股 | $587.8万 | 3.0万股 | -1,946股-6.57% | 减仓 |
| V先锋领航指数基金VTV |
| 1.24% | 1.25% | $311.4万 | 1.4万股 | $273.4万 | 1.4万股 | +350股+2.51% | 加仓 |
| IIMMUNITYBIOIBRX |
| 1.05% | 1% | $264.8万 | 30.2万股 | $217.3万 | 28.3万股 | +1.9万股+6.78% | 加仓 |
| G通用动力VTI |
| 0.86% | 0.86% | $216.8万 | 5,858股 | $186.7万 | 5,820股 | +38股+0.65% | 加仓 |
 礼来LLY |
| 0.83% | 0.79% | $208.5万 | 1,738股 | $171.7万 | 1,867股 | -129股-6.91% | 减仓 |
 亚马逊AMZN |
| 0.77% | 0.86% | $193.8万 | 8,133股 | $188.5万 | 9,052股 | -919股-10.15% | 减仓 |
 宝洁PG |
| 0.73% | 0.89% | $183.7万 | 1.3万股 | $193.8万 | 1.3万股 | -895股-6.67% | 减仓 |
 微软MSFT |
| 0.72% | 0.9% | $181.4万 | 4,863股 | $196.2万 | 5,300股 | -437股-8.25% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.69% | 0.72% | $173.3万 | 7,322股 | $157.5万 | 7,322股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.59% | 0.5% | $149.2万 | 1.2万股 | $109.3万 | 1,567股 | +1.1万股+696.87% | 加仓 |
| IiShares安硕信托AOA |
| 0.58% | 0.65% | $146.8万 | 1.5万股 | $141.3万 | 1.6万股 | -922股-5.77% | 减仓 |
 Meta平台META |
| 0.54% | 0.63% | $135.9万 | 2,412股 | $138.0万 | 2,412股 | 00.00% | 持仓不变 |
| PPERMIAN BASIN RTY TRPBT |
| 0.52% | 0.52% | $131.5万 | 5.3万股 | $113.1万 | 5.3万股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.5% | 0.39% | $125.9万 | 4,927股 | $84.8万 | 6,240股 | -1,313股-21.04% | 减仓 |
| PPROLOGIS COMPLD |
| 0.49% | — | $122.0万 | 9,002股 | $0 | 0股 | +9,002股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.46% | 0.44% | $116.7万 | 3,303股 | $95.9万 | 3,342股 | -39股-1.17% | 减仓 |
| IiShares安硕信托IWD |
| 0.44% | 0.45% | $110.3万 | 4,550股 | $97.2万 | 4,550股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 0.41% | 0.41% | $103.5万 | 1,438股 | $89.4万 | 1,629股 | -191股-11.72% | 减仓 |
 摩根大通JPM |
| 0.4% | 0.19% | $99.2万 | 3,031股 | $41.4万 | 1,409股 | +1,622股+115.12% | 加仓 |
 强生JNJ |
| 0.37% | 0.19% | $92.1万 | 3,627股 | $42.4万 | 1,734股 | +1,893股+109.17% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.35% | 0.34% | $87.6万 | 7,365股 | $73.0万 | 7,460股 | -95股-1.27% | 减仓 |
 好市多COST |
| 0.35% | 0.49% | $87.4万 | 934股 | $106.0万 | 1,064股 | -130股-12.22% | 减仓 |
| SSTATE STREET SPDR S&P 1500 VALUE TILT ETFVLU |
| 0.34% | 0.36% | $85.9万 | 3,607股 | $77.5万 | 3,607股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.33% | 0.15% | $83.3万 | 4,510股 | $32.5万 | 2,525股 | +1,985股+78.61% | 加仓 |
 AVANTIS INTLNGG |
| 0.33% | 0.36% | $82.9万 | 9,297股 | $78.2万 | 9,222股 | +75股+0.81% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.33% | 0.25% | $81.7万 | 2,698股 | $53.9万 | 2,270股 | +428股+18.85% | 加仓 |
 台积电TSM |
| 0.32% | 0.39% | $81.6万 | 1,709股 | $85.2万 | 2,521股 | -812股-32.21% | 减仓 |
 博通AVGO |
| 0.32% | 0.18% | $80.5万 | 2,131股 | $39.6万 | 1,281股 | +850股+66.35% | 加仓 |
| AASTERA LABSALAB |
| 0.31% | — | $78.2万 | 1,618股 | $0 | 0股 | +1,618股 | 新买入 |
 万事达MA |
| 0.3% | 0.29% | $74.7万 | 1,455股 | $62.8万 | 1,256股 | +199股+15.84% | 加仓 |
 阿斯利康AZN |
| 0.28% | 0.38% | $70.3万 | 3,709股 | $82.9万 | 4,202股 | -493股-11.73% | 减仓 |
 NETFLIXNFLX |
| 0.27% | 0.34% | $69.1万 | 9,673股 | $74.9万 | 7,790股 | +1,883股+24.17% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.27% | — | $68.8万 | 2,795股 | $0 | 0股 | +2,795股 | 新买入 |
