| IiShares安硕信托IVV |
| 20.87% | 21.27% | $2,203.3万 | 2.9万股 | $2,135.4万 | 2.9万股 | +244股+0.85% | 加仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 7.91% | 8.09% | $834.7万 | 18.1万股 | $811.9万 | 17.7万股 | +4,048股+2.29% | 加仓 |
| MMFS ACTIVEMFSI |
| 7.72% | 7.87% | $815.1万 | 25.0万股 | $789.8万 | 24.7万股 | +2,446股+0.99% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 6.05% | 6.3% | $638.4万 | 14.1万股 | $632.5万 | 13.8万股 | +2,837股+2.05% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 5.6% | 5.94% | $590.7万 | 12.9万股 | $596.6万 | 13.0万股 | -733股-0.57% | 减仓 |
| MMFS ACTIVE EXCHANGE TRADED FMFSB |
| 5.49% | 5.7% | $579.3万 | 23.3万股 | $572.7万 | 22.9万股 | +4,679股+2.05% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 5.24% | 5.39% | $553.3万 | 21.0万股 | $541.7万 | 20.5万股 | +5,736股+2.80% | 加仓 |
| IiShares安硕·COREIJH |
| 4.74% | 4.79% | $500.6万 | 6.6万股 | $480.8万 | 6.5万股 | +1,179股+1.81% | 加仓 |
| IiShares安硕·COREIJR |
| 4.55% | 4.47% | $480.3万 | 3.3万股 | $449.2万 | 3.2万股 | +530股+1.63% | 加仓 |
 苹果AAPL |
| 3.59% | 3.59% | $379.1万 | 1.2万股 | $360.0万 | 1.2万股 | -252股-2.05% | 减仓 |
 英伟达NVDA |
| 2.79% | 2.96% | $294.9万 | 1.4万股 | $297.5万 | 1.4万股 | +154股+1.11% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 2.64% | 2.77% | $279.1万 | 5.3万股 | $278.2万 | 5.3万股 | +345股+0.65% | 加仓 |
| G高盛ETF信托GSST |
| 2.59% | 2.83% | $273.9万 | 5.4万股 | $284.6万 | 5.6万股 | -2,122股-3.76% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.55% | 2.84% | $268.7万 | 5.3万股 | $284.8万 | 5.6万股 | -3,135股-5.56% | 减仓 |
 微软MSFT |
| 2.19% | 2.02% | $231.4万 | 6,009股 | $203.0万 | 4,889股 | +1,120股+22.91% | 加仓 |
 CrowdStrikeCRWD |
| 1.48% | 0.27% | $156.0万 | 2,044股 | $26.8万 | 508股 | +1,536股+302.36% | 加仓 |
 亚马逊AMZN |
| 0.97% | 1.19% | $102.0万 | 4,159股 | $119.2万 | 4,373股 | -214股-4.89% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.86% | 0.82% | $90.9万 | 2,560股 | $82.7万 | 2,084股 | +476股+22.84% | 加仓 |
 博通AVGO |
| 0.83% | 1.03% | $87.8万 | 2,195股 | $103.2万 | 2,400股 | -205股-8.54% | 减仓 |
| IiShares安硕信托ITOT |
| 0.82% | 0.85% | $86.8万 | 5,239股 | $84.9万 | 5,289股 | -50股-0.95% | 减仓 |
 谷歌AGOOGL |
| 0.68% | 0.74% | $72.1万 | 2,019股 | $74.1万 | 1,848股 | +171股+9.25% | 加仓 |
 ADOBE COMADBE |
| 0.65% | — | $68.5万 | 3,065股 | $0 | 0股 | +3,065股 | 新买入 |
| IiShares安硕信托USMV |
| 0.61% | 0.61% | $64.1万 | 6,554股 | $60.9万 | 6,474股 | +80股+1.24% | 加仓 |
 美光科技MU |
| 0.59% | 0.44% | $62.0万 | 633股 | $44.0万 | 589股 | +44股+7.47% | 加仓 |
 Meta平台META |
| 0.55% | 0.68% | $57.8万 | 864股 | $68.0万 | 1,115股 | -251股-22.51% | 减仓 |
 礼来LLY |
| 0.5% | 0.4% | $52.9万 | 445股 | $40.6万 | 428股 | +17股+3.97% | 加仓 |
 特斯拉TSLA |
| 0.49% | 0.53% | $51.7万 | 1,267股 | $53.6万 | 1,252股 | +15股+1.20% | 加仓 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 0.44% | 0.47% | $46.8万 | 9,293股 | $47.5万 | 9,419股 | -126股-1.34% | 减仓 |
 AMD超威AMD |
| 0.44% | 0.28% | $46.7万 | 837股 | $27.6万 | 607股 | +230股+37.89% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 0.44% | 0.47% | $46.3万 | 9,196股 | $47.0万 | 9,334股 | -138股-1.48% | 减仓 |
| Q高通QCOM |
| 0.43% | 0.52% | $45.5万 | 2,403股 | $52.0万 | 2,372股 | +31股+1.31% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.43% | 0.46% | $45.4万 | 8,674股 | $46.1万 | 8,797股 | -123股-1.40% | 减仓 |
 CINTAS COMCTAS |
| 0.39% | 0.38% | $40.9万 | 2,279股 | $37.8万 | 2,266股 | +13股+0.57% | 加仓 |
 西部数据WDC |
| 0.38% | — | $40.0万 | 686股 | $0 | 0股 | +686股 | 新买入 |
 AMGEN COMAMGN |
| 0.34% | 0.33% | $36.3万 | 998股 | $33.0万 | 994股 | +4股+0.40% | 加仓 |
| IiShares安硕信托IEFA |
| 0.34% | 0.36% | $35.9万 | 3,689股 | $35.9万 | 3,689股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.34% | 0.36% | $35.4万 | 4,359股 | $36.2万 | 4,359股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 0.33% | 0.36% | $34.4万 | 869股 | $35.7万 | 858股 | +11股+1.28% | 加仓 |
 康宁GLW |
| 0.3% | — | $32.1万 | 1,679股 | $0 | 0股 | +1,679股 | 新买入 |
 万事达MA |
| 0.27% | 0.27% | $28.3万 | 538股 | $27.5万 | 556股 | -18股-3.24% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.26% | 0.26% | $27.0万 | 8,604股 | $26.1万 | 8,604股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.26% | $26.4万 | 350股 | $25.8万 | 350股 | 00.00% | 持仓不变 |
| SSANDISK COMSNDK |
| 0.25% | — | $26.1万 | 136股 | $0 | 0股 | +136股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.22% | 0.23% | $23.3万 | 336股 | $22.8万 | 336股 | 00.00% | 持仓不变 |
| AAPPLOVINAPP |
| 0.2% | 0.2% | $21.4万 | 422股 | $20.0万 | 427股 | -5股-1.17% | 减仓 |
 第一资本COF |
| 0.2% | — | $21.2万 | 1,054股 | $0 | 0股 | +1,054股 | 新买入 |
 WESCO INTLWCC |
| 0.19% | 0.21% | $20.2万 | 604股 | $21.5万 | 604股 | 00.00% | 持仓不变 |
