| G通用动力VTI |
| 12.44% | 15.14% | $2,235.5万 | 6.0万股 | $2,069.5万 | 6.5万股 | -4,098股-6.35% | 减仓 |
 VanEck ETF信托SMH |
| 9.24% | 6.69% | $1,659.5万 | 2.5万股 | $914.6万 | 2.4万股 | +1,446股+6.06% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 8.96% | 8.5% | $1,609.5万 | 5.3万股 | $1,162.0万 | 4.9万股 | +4,220股+8.63% | 加仓 |
| NNEOS ETF TRUSTQQQI |
| 7.94% | 8.01% | $1,425.8万 | 25.1万股 | $1,095.5万 | 22.0万股 | +3.1万股+13.87% | 加仓 |
| NNEOS ETF TRUSTSPYI |
| 7.75% | 9.69% | $1,391.6万 | 26.2万股 | $1,325.2万 | 26.8万股 | -6,292股-2.34% | 减仓 |
| SSPDR标普500 ETFSPY |
| 5.74% | 6.12% | $1,031.8万 | 1.4万股 | $837.3万 | 1.3万股 | +942股+7.32% | 加仓 |
| IiShares安硕信托IDV |
| 5.29% | 6.23% | $950.6万 | 22.9万股 | $852.0万 | 20.0万股 | +2.9万股+14.61% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 4.21% | 6.37% | $757.2万 | 7.3万股 | $871.3万 | 9.0万股 | -1.7万股-18.74% | 减仓 |
| V先锋领航白厅基金VYM |
| 3.59% | 4.01% | $645.8万 | 4.1万股 | $548.1万 | 3.7万股 | +3,857股+10.42% | 加仓 |
| S道富SPYM |
| 3.19% | 3.21% | $573.1万 | 6.5万股 | $438.6万 | 5.7万股 | +7,899股+13.78% | 加仓 |
| IiShares安硕信托EEM |
| 2.88% | 1.52% | $516.7万 | 7.6万股 | $208.0万 | 3.7万股 | +3.9万股+106.19% | 加仓 |
| IiShares安硕信托ICSH |
| 2.65% | 2.39% | $475.4万 | 9.4万股 | $326.9万 | 6.5万股 | +2.9万股+45.56% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.63% | 2.18% | $473.1万 | 9.4万股 | $297.9万 | 6.0万股 | +3.5万股+57.93% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 2.53% | — | $454.4万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| J骏利亨德森JAAA |
| 2.07% | 2.35% | $371.9万 | 7.4万股 | $322.0万 | 6.4万股 | +9,748股+15.25% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 1.39% | 1.46% | $249.9万 | 5.4万股 | $199.4万 | 4.3万股 | +1.1万股+25.37% | 加仓 |
| SSTATE STREET SPDR S&P KENSHO FINAL FRONTIERS ETFROKT |
| 1.32% | — | $236.4万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| S嘉信策略信托SCHD |
| 1.06% | 1.14% | $190.2万 | 6.0万股 | $155.2万 | 5.1万股 | +9,387股+18.55% | 加仓 |
| SSPDR黄金信托GLD |
| 0.94% | 1.15% | $168.5万 | 4,575股 | $157.5万 | 3,660股 | +915股+25.00% | 加仓 |
| IiShares安硕信托MTUM |
| 0.89% | — | $159.8万 | 4,661股 | $0 | 0股 | +4,661股 | 新买入 |
| GGlobal X·URANIUM ETFURA |
| 0.88% | 1.04% | $158.5万 | 3.6万股 | $141.7万 | 2.9万股 | +7,002股+23.93% | 加仓 |
| AAMPLIFY ETF TRIDVO |
| 0.88% | 1.84% | $157.7万 | 3.8万股 | $251.2万 | 6.2万股 | -2.5万股-39.53% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 0.8% | 0.81% | $142.9万 | 2.8万股 | $110.5万 | 2.2万股 | +6,343股+29.27% | 加仓 |
| AAB ACTIVE ETFSTAFI |
| 0.79% | 0.84% | $141.1万 | 5.6万股 | $114.9万 | 4.6万股 | +1.0万股+22.54% | 加仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.75% | 0.67% | $133.9万 | 1.3万股 | $92.0万 | 9,093股 | +4,120股+45.31% | 加仓 |
| G高盛ETF信托GINC |
| 0.72% | 0.64% | $130.2万 | 2.2万股 | $87.3万 | 1.8万股 | +4,318股+24.48% | 加仓 |
| IiShares安硕·COREIJR |
| 0.59% | — | $106.7万 | 7,197股 | $0 | 0股 | +7,197股 | 新买入 |
| G高盛ETF信托GINC |
| 0.54% | 0.48% | $97.1万 | 1.7万股 | $65.3万 | 1.3万股 | +4,436股+34.01% | 加仓 |
| IiShares白银信托SLV |
| 0.46% | 0.72% | $83.0万 | 1.6万股 | $98.4万 | 1.4万股 | +1,077股+7.46% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.39% | 0.36% | $69.6万 | 5,852股 | $48.7万 | 4,972股 | +880股+17.70% | 加仓 |
| N新纪元能源NEE |
| 0.32% | — | $57.9万 | 6,601股 | $0 | 0股 | +6,601股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.31% | 0.15% | $56.5万 | 2,389股 | $20.2万 | 941股 | +1,448股+153.88% | 加仓 |
| IiShares安硕信托IVV |
| 0.31% | 0.41% | $55.0万 | 735股 | $56.6万 | 866股 | -131股-15.13% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.3% | — | $54.7万 | 6,394股 | $0 | 0股 | +6,394股 | 新买入 |
 强生JNJ |
| 0.3% | 0.37% | $53.2万 | 2,093股 | $51.2万 | 2,093股 | 00.00% | 持仓不变 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.29% | 0.45% | $52.0万 | 1.0万股 | $60.9万 | 1.2万股 | -1,749股-14.54% | 减仓 |
 NUVEEN QUALITY MUNCP INCOME FDNAD |
| 0.28% | 0.35% | $50.1万 | 4.1万股 | $47.3万 | 4.1万股 | +214股+0.52% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.28% | 0.26% | $49.8万 | 1.5万股 | $35.0万 | 1.2万股 | +2,696股+22.44% | 加仓 |
| V先锋领航全球基金VGT |
| 0.27% | 0.26% | $49.0万 | 4,102股 | $35.7万 | 512股 | +3,590股+701.17% | 加仓 |
| AALPS ETF信托AMLP |
| 0.27% | 0.36% | $48.2万 | 9,303股 | $49.7万 | 9,432股 | -129股-1.37% | 减仓 |
 雷神技术RTX |
| 0.26% | 0.36% | $47.6万 | 2,507股 | $49.0万 | 2,538股 | -31股-1.22% | 减仓 |
| IiShares安硕信托GVI |
| 0.22% | 0.28% | $39.8万 | 3,701股 | $38.3万 | 3,613股 | +88股+2.44% | 加仓 |
| S嘉信策略信托SCHF |
| 0.22% | 0.25% | $39.1万 | 1.4万股 | $34.2万 | 1.4万股 | +276股+1.99% | 加仓 |
 微软MSFT |
| 0.21% | 0.27% | $37.2万 | 997股 | $36.7万 | 992股 | +5股+0.50% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.2% | 0.25% | $36.6万 | 1,610股 | $34.1万 | 1,615股 | -5股-0.31% | 减仓 |
 摩根大通JPM |
| 0.2% | 0.23% | $35.9万 | 1,096股 | $31.2万 | 1,060股 | +36股+3.40% | 加仓 |
 雪佛龙CVX |
| 0.2% | 0.31% | $35.8万 | 2,162股 | $43.0万 | 2,077股 | +85股+4.09% | 加仓 |
 好事达ALL |
| 0.2% | 0.22% | $35.2万 | 1,481股 | $30.7万 | 1,481股 | 00.00% | 持仓不变 |
 NUVEEN AMT FREE QLTY MUNNEA |
| 0.19% | 0.23% | $33.4万 | 2.8万股 | $32.0万 | 2.8万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVUS |
| 0.18% | — | $33.1万 | 2,584股 | $0 | 0股 | +2,584股 | 新买入 |
