| IiShares安硕信托IVV |
| 18.75% | 14.29% | $2,767.3万 | 3.7万股 | $1,725.3万 | 2.6万股 | +1.1万股+39.90% | 加仓 |
| B贝莱德ETF信托DYNF |
| 8.63% | 8.86% | $1,273.0万 | 18.7万股 | $1,070.1万 | 18.4万股 | +3,246股+1.76% | 加仓 |
| IiShares安硕信托IVW |
| 7.41% | 7.35% | $1,093.5万 | 8.0万股 | $887.3万 | 7.8万股 | +1,066股+1.36% | 加仓 |
| IiShares安硕IEMG |
| 6% | 7.3% | $884.9万 | 10.7万股 | $881.6万 | 12.6万股 | -2.0万股-15.49% | 减仓 |
| IiShares安硕·S&PIVE |
| 5.42% | 7.16% | $799.1万 | 3.5万股 | $864.2万 | 4.1万股 | -5,732股-14.01% | 减仓 |
| IiShares安硕信托EFG |
| 4.47% | 4.62% | $659.3万 | 5.3万股 | $557.8万 | 5.0万股 | +2,907股+5.80% | 加仓 |
| IiShares安硕信托EFV |
| 4.25% | 7.01% | $626.9万 | 8.2万股 | $846.3万 | 11.4万股 | -3.2万股-28.05% | 减仓 |
| B贝莱德ETF信托BAI |
| 3.45% | 2.92% | $508.5万 | 9.6万股 | $352.6万 | 10.7万股 | -1.1万股-9.85% | 减仓 |
| B贝莱德ETF信托THRO |
| 3.31% | 4.05% | $488.1万 | 11.3万股 | $489.1万 | 13.5万股 | -2.2万股-16.16% | 减仓 |
| B贝莱德ETF信托BLCR |
| 2.67% | 2.38% | $394.6万 | 7.8万股 | $287.1万 | 7.0万股 | +8,421股+12.04% | 加仓 |
 苹果AAPL |
| 2.66% | 2.35% | $392.7万 | 1.4万股 | $284.3万 | 1.1万股 | +2,366股+21.12% | 加仓 |
| IiShares安硕信托LMUB |
| 2.48% | 2.72% | $365.3万 | 7.1万股 | $328.0万 | 6.6万股 | +5,624股+8.56% | 加仓 |
| IiShares安硕信托GVI |
| 2.2% | 2.68% | $324.4万 | 3.0万股 | $324.0万 | 3.1万股 | -379股-1.24% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 1.92% | 3.95% | $283.6万 | 1.3万股 | $477.0万 | 2.5万股 | -1.2万股-48.03% | 减仓 |
| IiShares安硕信托MTUM |
| 1.64% | 1.89% | $241.8万 | 7,052股 | $227.7万 | 9,488股 | -2,436股-25.67% | 减仓 |
| B贝莱德ETF信托CORO |
| 1.51% | — | $223.5万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| BBlackrock Etf Trust Ishares Defense Industrials ActiveIDEF |
| 1.43% | 1.48% | $210.5万 | 6.6万股 | $178.5万 | 5.5万股 | +1.2万股+21.39% | 加仓 |
 英伟达NVDA |
| 1.37% | 0.92% | $202.5万 | 1.0万股 | $111.5万 | 6,396股 | +3,725股+58.24% | 加仓 |
 埃克森美孚XOM |
| 1.22% | 1.82% | $179.9万 | 1.3万股 | $219.9万 | 1.3万股 | +197股+1.52% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 1.21% | 1.41% | $178.3万 | 3.4万股 | $169.8万 | 3.3万股 | +1,348股+4.14% | 加仓 |
 礼来LLY |
| 1.08% | 0.86% | $160.0万 | 1,334股 | $103.6万 | 1,126股 | +208股+18.47% | 加仓 |
| IiShares安硕信托IUSB |
| 1.06% | 0.9% | $156.3万 | 3.4万股 | $108.9万 | 2.4万股 | +1.0万股+43.72% | 加仓 |
| PPIMCO太平洋投资管理ETFMINO |
| 0.88% | 1% | $130.4万 | 2.8万股 | $121.0万 | 2.7万股 | +1,702股+6.35% | 加仓 |
 微软MSFT |
| 0.79% | 0.61% | $116.9万 | 3,133股 | $73.8万 | 1,993股 | +1,140股+57.20% | 加仓 |
| IiShares安硕信托ITA |
| 0.73% | 0.78% | $108.4万 | 4,472股 | $94.3万 | 4,309股 | +163股+3.78% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.73% | 0.73% | $107.7万 | 4,271股 | $87.7万 | 4,832股 | -561股-11.61% | 减仓 |
 沃尔玛WMT |
| 0.67% | 0.79% | $98.8万 | 8,725股 | $95.5万 | 7,684股 | +1,041股+13.55% | 加仓 |
| IiShares安硕信托USMV |
| 0.6% | 0.67% | $88.7万 | 9,199股 | $81.4万 | 8,772股 | +427股+4.87% | 加仓 |
| IiShares安硕信托SGOV |
| 0.57% | 0.39% | $84.1万 | 8,358股 | $47.6万 | 4,725股 | +3,633股+76.89% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.54% | 0.68% | $79.6万 | 2,177股 | $82.5万 | 2,594股 | -417股-16.08% | 减仓 |
 摩根大通JPM |
| 0.49% | 0.28% | $71.8万 | 2,193股 | $33.3万 | 1,131股 | +1,062股+93.90% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.47% | 0.45% | $69.1万 | 6,756股 | $54.4万 | 6,917股 | -161股-2.33% | 减仓 |
 谷歌AGOOGL |
| 0.47% | 0.24% | $68.7万 | 1,921股 | $28.5万 | 991股 | +930股+93.84% | 加仓 |
 亚马逊AMZN |
| 0.46% | 0.24% | $67.7万 | 2,839股 | $28.6万 | 1,375股 | +1,464股+106.47% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.44% | 0.5% | $64.3万 | 4,068股 | $60.2万 | 4,068股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.42% | 0.24% | $61.5万 | 1,629股 | $28.4万 | 919股 | +710股+77.26% | 加仓 |
 QUANTA SVCSPWR |
| 0.41% | — | $60.6万 | 841股 | $0 | 0股 | +841股 | 新买入 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.41% | 0.47% | $59.9万 | 2.3万股 | $56.6万 | 2.2万股 | +979股+4.53% | 加仓 |
 艾伯维ABBV |
| 0.36% | 0.34% | $53.6万 | 2,129股 | $41.5万 | 1,908股 | +221股+11.58% | 加仓 |
| PPimco Active Bond ETFBOND |
| 0.36% | 0.4% | $52.4万 | 5,683股 | $48.9万 | 5,299股 | +384股+7.25% | 加仓 |
 雪佛龙CVX |
| 0.35% | 0.34% | $51.8万 | 3,122股 | $40.9万 | 1,978股 | +1,144股+57.84% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.35% | 0.2% | $51.0万 | 1,442股 | $24.2万 | 843股 | +599股+71.06% | 加仓 |
| IiShares黄金信托IAU |
| 0.32% | 0.47% | $47.9万 | 6,343股 | $56.8万 | 6,447股 | -104股-1.61% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 0.31% | 0.17% | $46.0万 | 9,025股 | $21.0万 | 4,115股 | +4,910股+119.32% | 加仓 |
| IiShares安硕信托TLH |
| 0.3% | 0.58% | $44.3万 | 4,412股 | $70.2万 | 6,969股 | -2,557股-36.69% | 减仓 |
 AMD超威AMD |
| 0.29% | — | $42.5万 | 732股 | $0 | 0股 | +732股 | 新买入 |
 家得宝HD |
| 0.27% | — | $39.8万 | 1,128股 | $0 | 0股 | +1,128股 | 新买入 |
 Meta平台META |
| 0.26% | 0.17% | $38.6万 | 685股 | $20.7万 | 362股 | +323股+89.23% | 加仓 |
| G通用动力VTI |
| 0.25% | 0.26% | $36.7万 | 993股 | $31.8万 | 993股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.25% | 0.17% | $36.4万 | 866股 | $20.3万 | 546股 | +320股+58.61% | 加仓 |
