| IiShares安硕信托IVV |
| 6.13% | 4.81% | $1,144.2万 | 1.5万股 | $652.6万 | 9,528股 | +5,751股+60.36% | 加仓 |
 苹果AAPL |
| 2.47% | 2.14% | $460.3万 | 1.6万股 | $290.6万 | 1.1万股 | +5,216股+48.79% | 加仓 |
 英伟达NVDA |
| 2.43% | 2.29% | $452.3万 | 2.3万股 | $311.2万 | 1.7万股 | +5,922股+35.50% | 加仓 |
 微软MSFT |
| 2.3% | 2.91% | $428.2万 | 1.1万股 | $395.6万 | 8,180股 | +3,299股+40.33% | 加仓 |
 谷歌AGOOGL |
| 2.05% | 2.09% | $383.0万 | 1.1万股 | $284.2万 | 9,081股 | +1,636股+18.02% | 加仓 |
 亚马逊AMZN |
| 1.94% | 1.91% | $361.4万 | 1.5万股 | $259.9万 | 1.1万股 | +3,907股+34.70% | 加仓 |
| IiShares安硕信托IWY |
| 1.88% | 2.09% | $350.9万 | 1.2万股 | $284.1万 | 1.0万股 | +1,814股+17.68% | 加仓 |
 博通AVGO |
| 1.59% | 1.38% | $297.4万 | 7,872股 | $187.7万 | 5,424股 | +2,448股+45.13% | 加仓 |
| B贝莱德ETF信托DYNF |
| 1.42% | 1.86% | $265.0万 | 3.9万股 | $251.9万 | 4.1万股 | -2,467股-5.96% | 减仓 |
| IiShares安硕信托IVW |
| 1.41% | 1.6% | $263.3万 | 1.9万股 | $216.5万 | 1.8万股 | +1,582股+9.01% | 加仓 |
| J摩根大通交易所交易基金JPME |
| 1.35% | 1.26% | $252.4万 | 2.0万股 | $170.4万 | 1.6万股 | +4,634股+29.54% | 加仓 |
 摩根大通JPM |
| 1.28% | 1.44% | $239.4万 | 7,315股 | $194.9万 | 6,050股 | +1,265股+20.91% | 加仓 |
| G通用动力VTI |
| 1.24% | 1.02% | $231.5万 | 6,255股 | $138.6万 | 4,133股 | +2,122股+51.34% | 加仓 |
 Meta平台META |
| 1.17% | 1.35% | $217.4万 | 3,859股 | $182.8万 | 2,770股 | +1,089股+39.31% | 加仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 1.14% | 1.35% | $212.9万 | 4.8万股 | $182.9万 | 4.5万股 | +2,404股+5.29% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.12% | 1.85% | $208.3万 | 9,173股 | $251.5万 | 1.2万股 | -2,686股-22.65% | 减仓 |
| J摩根大通交易所交易基金JPSE |
| 1.11% | 0.99% | $207.0万 | 3.4万股 | $134.9万 | 2.7万股 | +7,473股+27.74% | 加仓 |
| F第一信托·EXCHANGE-TRADED ALPFAD |
| 1.05% | 0.99% | $196.5万 | 9,828股 | $133.9万 | 8,275股 | +1,553股+18.77% | 加仓 |
| I景顺自营指数基金IUS |
| 1.02% | 1.17% | $190.6万 | 2.9万股 | $158.8万 | 2.8万股 | +1,282股+4.62% | 加仓 |
 卡特彼勒CAT |
| 0.98% | 0.57% | $183.1万 | 1,719股 | $77.1万 | 1,346股 | +373股+27.71% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.97% | 0.99% | $181.5万 | 5,137股 | $134.1万 | 4,273股 | +864股+20.22% | 加仓 |
| IiShares安硕IEMG |
| 0.95% | 1.52% | $176.9万 | 2.1万股 | $206.4万 | 3.1万股 | -9,353股-30.46% | 减仓 |
| F第一信托交易所交易基金SDVY |
| 0.83% | 0.86% | $155.2万 | 3.6万股 | $116.4万 | 3.0万股 | +5,613股+18.49% | 加仓 |
 思科CSCO |
| 0.83% | 0.67% | $154.4万 | 1.3万股 | $91.1万 | 1.2万股 | +1,309股+11.06% | 加仓 |
| B贝莱德ETF信托BDYN |
| 0.82% | 0.9% | $153.3万 | 5.5万股 | $122.8万 | 4.8万股 | +7,300股+15.22% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.81% | 0.79% | $151.2万 | 7,105股 | $106.7万 | 5,571股 | +1,534股+27.54% | 加仓 |
| C资本集团全球股票CGGE |
| 0.74% | 0.87% | $138.0万 | 3.9万股 | $117.5万 | 3.7万股 | +2,021股+5.44% | 加仓 |
| IiShares安硕信托EFG |
| 0.72% | — | $133.9万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| C资本集团成长ETFCGGR |
| 0.71% | 0.85% | $132.6万 | 2.8万股 | $115.7万 | 2.6万股 | +2,079股+7.99% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.68% | 0.64% | $126.0万 | 2.4万股 | $86.4万 | 2.6万股 | -2,047股-7.89% | 减仓 |
 艾伯维ABBV |
| 0.67% | 0.64% | $125.2万 | 4,974股 | $86.9万 | 3,803股 | +1,171股+30.79% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.67% | 0.64% | $124.7万 | 2.5万股 | $86.9万 | 2.0万股 | +5,189股+26.53% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.66% | 0.72% | $123.8万 | 1.2万股 | $97.9万 | 1.0万股 | +1,721股+16.87% | 加仓 |
 强生JNJ |
| 0.66% | 0.73% | $123.4万 | 4,860股 | $99.5万 | 4,807股 | +53股+1.10% | 加仓 |
| IiShares安硕信托MTUM |
| 0.65% | 0.61% | $121.9万 | 3,555股 | $83.4万 | 3,332股 | +223股+6.69% | 加仓 |
 沃尔玛WMT |
| 0.65% | 0.8% | $121.5万 | 1.1万股 | $108.7万 | 9,754股 | +970股+9.94% | 加仓 |
 家得宝HD |
| 0.65% | 0.78% | $121.3万 | 3,440股 | $105.6万 | 3,069股 | +371股+12.09% | 加仓 |
| V先锋领航·S&PIVOG |
| 0.64% | 0.6% | $119.8万 | 7,808股 | $81.2万 | 6,699股 | +1,109股+16.55% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.64% | 0.53% | $119.4万 | 6,600股 | $71.8万 | 4,474股 | +2,126股+47.52% | 加仓 |
 礼来LLY |
| 0.63% | 0.63% | $117.1万 | 976股 | $85.7万 | 797股 | +179股+22.46% | 加仓 |
| CCAPITAL GBL GROWTH EQTCGGR |
| 0.62% | 0.61% | $114.8万 | 2.7万股 | $82.5万 | 2.4万股 | +3,315股+13.93% | 加仓 |
| IiShares安硕·COREIJH |
| 0.6% | 0.6% | $112.4万 | 1.5万股 | $81.6万 | 1.2万股 | +2,212股+17.88% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.6% | 0.81% | $112.1万 | 3.3万股 | $110.3万 | 3.4万股 | -705股-2.08% | 减仓 |
| IiShares安硕信托IUSB |
| 0.6% | 0.59% | $111.1万 | 2.4万股 | $79.7万 | 1.7万股 | +6,933股+40.47% | 加仓 |
 应用材料AMAT |
| 0.59% | 0.27% | $109.8万 | 1,518股 | $36.5万 | 1,421股 | +97股+6.83% | 加仓 |
 埃克森美孚XOM |
| 0.57% | 0.64% | $106.5万 | 7,788股 | $86.5万 | 7,184股 | +604股+8.41% | 加仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 0.56% | 0.58% | $105.3万 | 2.8万股 | $78.5万 | 2.2万股 | +5,504股+24.76% | 加仓 |
 台积电TSM |
| 0.55% | 0.38% | $102.5万 | 2,146股 | $51.8万 | 1,705股 | +441股+25.87% | 加仓 |
| IiShares安硕信托EFV |
| 0.55% | 1.32% | $102.3万 | 1.3万股 | $179.7万 | 2.5万股 | -1.2万股-46.86% | 减仓 |
| ZZACKS TRUSTZECP |
| 0.54% | 0.57% | $101.1万 | 2.7万股 | $77.1万 | 2.2万股 | +4,619股+20.83% | 加仓 |
