| I景顺QQQ信托VOO |
| 7.03% | — | $1,005.2万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| IiShares安硕信托IWY |
| 6.44% | 6.99% | $920.9万 | 3.2万股 | $788.4万 | 3.2万股 | +3股+0.01% | 加仓 |
| CCALAMOS ETF TRCAIE |
| 5.25% | — | $749.6万 | 27.6万股 | $0 | 0股 | +27.6万股 | 新买入 |
 AMD超威AMD |
| 4.91% | 2.9% | $701.5万 | 1.2万股 | $327.4万 | 1.6万股 | -4,018股-24.97% | 减仓 |
| SSPDR标普500 ETFSPY |
| 4.23% | 4.67% | $604.6万 | 8,096股 | $526.5万 | 8,096股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 4.16% | 4.93% | $594.1万 | 6.2万股 | $555.9万 | 6.1万股 | +110股+0.18% | 加仓 |
 台积电TSM |
| 4.1% | 3.68% | $586.2万 | 1.2万股 | $414.8万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWX |
| 3.84% | 4.29% | $549.2万 | 5.2万股 | $483.8万 | 5.2万股 | +20股+0.04% | 加仓 |
 阿斯麦ASML |
| 3.31% | 3.14% | $473.1万 | 2,378股 | $354.8万 | 2,686股 | -308股-11.47% | 减仓 |
 谷歌AGOOGL |
| 3.27% | 3.34% | $467.5万 | 1.3万股 | $376.4万 | 1.3万股 | -9股-0.07% | 减仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 3.16% | 3.63% | $451.8万 | 9.6万股 | $409.1万 | 9.6万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 3.01% | 3.7% | $430.0万 | 2.1万股 | $417.9万 | 2.4万股 | -2,476股-10.33% | 减仓 |
| B巴里克黄金GOLD |
| 2.66% | 3.74% | $380.3万 | 10.3万股 | $421.5万 | 10.3万股 | 00.00% | 持仓不变 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 2.32% | 2.51% | $331.7万 | 1.9万股 | $282.7万 | 1.9万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 2.1% | 2.2% | $300.4万 | 3.6万股 | $248.2万 | 3.6万股 | +677股+1.90% | 加仓 |
 亚马逊AMZN |
| 1.99% | 2.21% | $285.1万 | 1.2万股 | $249.1万 | 1.2万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 1.99% | 1.94% | $284.7万 | 2,374股 | $218.4万 | 2,374股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWS |
| 1.81% | 2.03% | $259.3万 | 1.6万股 | $229.5万 | 1.6万股 | +6股+0.04% | 加仓 |
 微软MSFT |
| 1.79% | 2.25% | $256.3万 | 6,872股 | $254.4万 | 6,872股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JQUA |
| 1.75% | 1.88% | $250.0万 | 3.5万股 | $212.1万 | 3.5万股 | 00.00% | 持仓不变 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 1.49% | 1.84% | $212.5万 | 2.8万股 | $207.5万 | 2.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托SGOV |
| 1.46% | 1.96% | $208.4万 | 2.1万股 | $221.4万 | 2.2万股 | -1,297股-5.90% | 减仓 |
 Meta平台META |
| 1.44% | 1.85% | $205.3万 | 3,645股 | $208.5万 | 3,645股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.41% | 1.71% | $201.8万 | 4,033股 | $193.3万 | 4,033股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 1.33% | 1.66% | $190.3万 | 1.8万股 | $187.7万 | 1.8万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 1.31% | 1.66% | $186.8万 | 1.3万股 | $187.5万 | 1.3万股 | 00.00% | 持仓不变 |
 优步UBER |
| 1.2% | 1.52% | $172.0万 | 2.4万股 | $171.4万 | 2.4万股 | 00.00% | 持仓不变 |
 HCA医疗HCA |
| 1.2% | 1.85% | $171.6万 | 4,401股 | $208.3万 | 4,401股 | 00.00% | 持仓不变 |
 星座能源CEG |
| 1.09% | 1.56% | $156.1万 | 6,284股 | $175.5万 | 6,284股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 1.08% | 1.03% | $154.8万 | 2,253股 | $116.7万 | 1,953股 | +300股+15.36% | 加仓 |
| EENERGY TRANSFER L PET |
| 1.07% | 1.37% | $153.5万 | 8.0万股 | $154.9万 | 8.0万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 1% | 1.71% | $143.0万 | 2.0万股 | $192.6万 | 2.0万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.99% | 1.03% | $140.8万 | 1.2万股 | $116.1万 | 1.2万股 | +3股+0.03% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.9% | 1% | $128.8万 | 8,794股 | $112.7万 | 8,793股 | +1股+0.01% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.84% | 1.33% | $119.6万 | 7,131股 | $149.8万 | 7,131股 | 00.00% | 持仓不变 |
 好事达ALL |
| 0.81% | 1.59% | $115.5万 | 4,854股 | $179.4万 | 8,654股 | -3,800股-43.91% | 减仓 |
| IiShares安硕信托AGG |
| 0.8% | 1.01% | $113.9万 | 1.2万股 | $113.5万 | 1.1万股 | +74股+0.65% | 加仓 |
 泛林集团LRCX |
| 0.7% | 0.44% | $100.1万 | 2,310股 | $49.4万 | 2,310股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.69% | 0.91% | $98.8万 | 3.0万股 | $102.5万 | 2.7万股 | +3,000股+11.25% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.66% | 0.64% | $94.4万 | 1.3万股 | $72.8万 | 1.1万股 | +1,900股+16.73% | 加仓 |
 苹果AAPL |
| 0.66% | 0.73% | $94.1万 | 3,250股 | $82.5万 | 3,250股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.62% | 0.3% | $88.5万 | 2,051股 | $33.7万 | 2,051股 | 00.00% | 持仓不变 |
 天弘CLS |
| 0.56% | 0.54% | $79.6万 | 2,182股 | $61.5万 | 2,182股 | 00.00% | 持仓不变 |
 VisaV |
| 0.55% | 0.62% | $79.1万 | 2,306股 | $69.7万 | 2,306股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.49% | 1.72% | $69.4万 | 7,652股 | $193.8万 | 1.9万股 | -1.1万股-59.45% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.43% | 0.51% | $60.8万 | 7,387股 | $57.8万 | 7,377股 | +10股+0.14% | 加仓 |
| V先锋领航指数基金VB |
| 0.37% | 0.36% | $52.7万 | 1,740股 | $41.1万 | 1,570股 | +170股+10.83% | 加仓 |
 卡特彼勒CAT |
| 0.35% | 0.29% | $49.4万 | 464股 | $32.9万 | 464股 | 00.00% | 持仓不变 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.31% | 0.27% | $44.3万 | 1,462股 | $30.0万 | 1,262股 | +200股+15.85% | 加仓 |
 伊顿ETN |
| 0.3% | 0.32% | $43.0万 | 1,010股 | $36.1万 | 1,010股 | 00.00% | 持仓不变 |
