| IiShares安硕·MSCIQUAL |
| 20.58% | 20.43% | $2,809.5万 | 12.8万股 | $2,415.0万 | 12.6万股 | +2,127股+1.69% | 加仓 |
| IiShares安硕信托EFG |
| 8.83% | 11.08% | $1,205.2万 | 9.7万股 | $1,309.5万 | 11.8万股 | -2.1万股-17.62% | 减仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 8.65% | 7.91% | $1,179.9万 | 18.3万股 | $934.8万 | 20.7万股 | -2.4万股-11.43% | 减仓 |
| SSPDR行业精选信托XLK |
| 7.12% | 5.68% | $971.9万 | 5.1万股 | $671.4万 | 5.1万股 | +494股+0.98% | 加仓 |
| IiShares安硕信托AGG |
| 6.45% | 7.89% | $879.8万 | 8.9万股 | $932.1万 | 9.4万股 | -5,009股-5.33% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 6.13% | 6.07% | $836.8万 | 14.4万股 | $717.3万 | 12.3万股 | +2.1万股+17.34% | 加仓 |
| SSPDR行业精选信托XLF |
| 5.55% | 5.21% | $757.7万 | 14.1万股 | $615.7万 | 12.5万股 | +1.7万股+13.34% | 加仓 |
| SSPDR道富系列信托SPYG |
| 4.34% | 3.7% | $592.1万 | 5.0万股 | $437.4万 | 4.5万股 | +5,084股+11.38% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 3.84% | 3.31% | $523.5万 | 10.0万股 | $390.7万 | 7.4万股 | +2.6万股+34.39% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.95% | 1.9% | $265.5万 | 7.8万股 | $224.9万 | 7.7万股 | +1,249股+1.62% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.92% | 2.06% | $262.0万 | 1.7万股 | $243.1万 | 1.7万股 | -71股-0.43% | 减仓 |
| IiShares安硕IEMG |
| 1.68% | — | $228.8万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| IiShares安硕信托IFRA |
| 1.67% | — | $227.3万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
| V先锋领航指数基金VUG |
| 1.51% | 1.48% | $205.7万 | 2.4万股 | $175.3万 | 4,014股 | +2.0万股+494.92% | 加仓 |
 亚马逊AMZN |
| 1.48% | 1.65% | $202.0万 | 8,476股 | $194.6万 | 9,343股 | -867股-9.28% | 减仓 |
| V先锋领航全球基金VGT |
| 1.33% | 1.12% | $181.7万 | 1.5万股 | $132.9万 | 1,905股 | +1.3万股+697.90% | 加仓 |
 博通AVGO |
| 1.18% | 1.27% | $160.8万 | 4,256股 | $149.8万 | 4,839股 | -583股-12.05% | 减仓 |
| IiShares安硕信托PFF |
| 1.11% | 1.25% | $151.2万 | 5.0万股 | $147.7万 | 4.9万股 | +890股+1.83% | 加仓 |
 谷歌AGOOGL |
| 1.07% | 1.09% | $146.3万 | 4,094股 | $128.6万 | 4,471股 | -377股-8.43% | 减仓 |
| IiShares安硕信托IVV |
| 0.97% | 0.98% | $132.4万 | 1,768股 | $115.5万 | 1,768股 | 00.00% | 持仓不变 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.95% | 2.43% | $130.3万 | 5.4万股 | $287.7万 | 11.9万股 | -6.5万股-54.46% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.88% | 0.13% | $120.3万 | 2.3万股 | $14.8万 | 2,851股 | +2.0万股+706.21% | 加仓 |
 微软MSFT |
| 0.88% | 0.7% | $119.9万 | 3,213股 | $82.9万 | 2,240股 | +973股+43.44% | 加仓 |
| IiShares安硕信托HYG |
| 0.86% | — | $117.8万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 英伟达NVDA |
| 0.83% | 0.77% | $113.6万 | 5,675股 | $91.5万 | 5,246股 | +429股+8.18% | 加仓 |
 Meta平台META |
| 0.7% | 0.49% | $95.4万 | 1,694股 | $57.7万 | 1,009股 | +685股+67.89% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.66% | 0.99% | $89.6万 | 2,536股 | $116.9万 | 4,074股 | -1,538股-37.75% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.64% | 1.3% | $87.2万 | 3.8万股 | $153.3万 | 6.6万股 | -2.8万股-42.87% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.62% | 0.67% | $84.9万 | 3,587股 | $79.0万 | 3,674股 | -87股-2.37% | 减仓 |
 甲骨文ORCL |
| 0.59% | 0.42% | $80.6万 | 5,498股 | $49.8万 | 3,388股 | +2,110股+62.28% | 加仓 |
| IiShares安硕EWJ |
| 0.55% | — | $74.4万 | 7,980股 | $0 | 0股 | +7,980股 | 新买入 |
| IiShares安硕信托USMV |
| 0.41% | 0.5% | $56.0万 | 5,802股 | $59.5万 | 6,411股 | -609股-9.50% | 减仓 |
| S嘉信·USSCHX |
| 0.34% | 0.35% | $47.0万 | 1.6万股 | $41.7万 | 1.6万股 | -289股-1.78% | 减仓 |
 ROYAL BK CDA COMRY |
| 0.32% | 0.29% | $43.5万 | 2,100股 | $34.0万 | 2,100股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.3% | 0.34% | $40.4万 | 846股 | $39.8万 | 1,179股 | -333股-28.24% | 减仓 |
 苹果AAPL |
| 0.24% | 0.22% | $33.0万 | 1,141股 | $25.6万 | 1,008股 | +133股+13.19% | 加仓 |
 贝莱德·INC COMBLK |
| 0.2% | 0.02% | $27.5万 | 286股 | $1.9万 | 20股 | +266股+1,330.00% | 加仓 |
 财捷INTU |
| 0.15% | 0.23% | $20.9万 | 802股 | $27.2万 | 628股 | +174股+27.71% | 加仓 |
| V先锋领航全球基金VFH |
| 0.14% | 0.15% | $19.5万 | 1,480股 | $17.9万 | 1,480股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.14% | 0.13% | $18.4万 | 247股 | $15.7万 | 242股 | +5股+2.07% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.1% | 0.11% | $13.9万 | 277股 | $13.3万 | 277股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.09% | 0.12% | $12.8万 | 579股 | $13.7万 | 579股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 0.07% | 0.09% | $9.6万 | 306股 | $10.9万 | 306股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.06% | 0.04% | $8.6万 | 340股 | $5.1万 | 208股 | +132股+63.46% | 加仓 |
| IISHARES U.S. INDUSTRIALSETFIYJ |
| 0.06% | 0.06% | $8.3万 | 500股 | $7.4万 | 500股 | 00.00% | 持仓不变 |
 BOSTON SCIENTIFIC COMBSX |
| 0.05% | 0.12% | $7.4万 | 1,737股 | $13.8万 | 2,203股 | -466股-21.15% | 减仓 |
| IiShares安硕信托HDV |
| 0.05% | 1.93% | $6.4万 | 2,350股 | $228.3万 | 1.7万股 | -1.4万股-86.03% | 减仓 |
 江森自控JCI |
| 0.05% | 0.05% | $6.4万 | 440股 | $5.8万 | 440股 | 00.00% | 持仓不变 |
 马拉松石油MPC |
| 0.05% | 0.05% | $6.3万 | 246股 | $6.0万 | 246股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLY |
| 0.05% | 0.05% | $6.2万 | 528股 | $5.8万 | 528股 | 00.00% | 持仓不变 |
