| IiShares安硕信托IVV |
| 10.47% | 10.99% | $5,667.1万 | 7.6万股 | $5,083.6万 | 7.8万股 | -2,152股-2.77% | 减仓 |
 摩根大通JPM |
| 7.56% | 3.24% | $4,091.6万 | 12.5万股 | $1,500.2万 | 5.1万股 | +7.4万股+145.10% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 5.09% | 5.33% | $2,758.8万 | 13.0万股 | $2,466.3万 | 12.9万股 | +1,152股+0.90% | 加仓 |
 谷歌AGOOGL |
| 4.62% | — | $2,501.6万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 3.92% | 4.32% | $2,124.9万 | 44.0万股 | $1,996.9万 | 41.2万股 | +2.8万股+6.87% | 加仓 |
| IiShares安硕信托DGRO |
| 3.4% | 3.59% | $1,842.6万 | 24.3万股 | $1,662.8万 | 23.7万股 | +6,180股+2.61% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 2.9% | 3.2% | $1,572.7万 | 19.2万股 | $1,480.2万 | 17.9万股 | +1.2万股+6.84% | 加仓 |
 英伟达NVDA |
| 2.77% | 2.8% | $1,502.1万 | 7.5万股 | $1,297.7万 | 7.4万股 | +662股+0.89% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.75% | 2.89% | $1,489.8万 | 2.0万股 | $1,335.7万 | 2.1万股 | -588股-2.86% | 减仓 |
| IiShares安硕信托USMV |
| 2.61% | 2.92% | $1,412.6万 | 14.6万股 | $1,350.6万 | 14.6万股 | +810股+0.56% | 加仓 |
| IiShares安硕·COREIJH |
| 2.54% | 2.56% | $1,376.6万 | 17.9万股 | $1,184.6万 | 17.5万股 | +3,106股+1.77% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.23% | 2.3% | $1,209.5万 | 5.0万股 | $1,062.5万 | 4.9万股 | +869股+1.78% | 加仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 2.13% | 2.55% | $1,155.3万 | 4.0万股 | $1,178.3万 | 5.7万股 | -1.6万股-28.57% | 减仓 |
| IiShares安硕·S&PIVE |
| 2.1% | 2.24% | $1,136.8万 | 5.0万股 | $1,038.3万 | 4.9万股 | +892股+1.81% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 2.09% | 2.09% | $1,132.1万 | 5.2万股 | $965.6万 | 5.0万股 | +1,248股+2.48% | 加仓 |
| IiShares黄金信托IAU |
| 2.01% | 2.35% | $1,089.4万 | 14.4万股 | $1,089.4万 | 12.4万股 | +2.1万股+16.75% | 加仓 |
| IiShares安硕信托ITA |
| 1.93% | 1.76% | $1,042.6万 | 4.3万股 | $814.0万 | 3.7万股 | +5,796股+15.58% | 加仓 |
 苹果AAPL |
| 1.75% | 1.74% | $947.4万 | 3.3万股 | $805.5万 | 3.2万股 | +1,006股+3.17% | 加仓 |
 微软MSFT |
| 1.57% | 1.76% | $848.8万 | 2.3万股 | $816.3万 | 2.2万股 | +705股+3.20% | 加仓 |
 亚马逊AMZN |
| 1.35% | 1.35% | $730.3万 | 3.1万股 | $624.3万 | 3.0万股 | +666股+2.22% | 加仓 |
 亚马逊AMZN |
| 1.32% | — | $716.5万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| B贝莱德ETF信托DYNF |
| 1.21% | 1.23% | $652.9万 | 9.6万股 | $570.1万 | 9.8万股 | -1,990股-2.03% | 减仓 |
| SSPDR行业精选信托XLE |
| 1.08% | 1% | $584.3万 | 11.0万股 | $461.2万 | 7.5万股 | +3.5万股+46.11% | 加仓 |
 花旗集团C |
| 1.03% | — | $559.8万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 Meta平台META |
| 1.01% | 1.16% | $549.4万 | 9,754股 | $538.8万 | 9,417股 | +337股+3.58% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.97% | 0.96% | $524.2万 | 9.9万股 | $443.4万 | 13.5万股 | -3.5万股-26.11% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.91% | — | $495.3万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 博通AVGO |
| 0.85% | 0.98% | $460.6万 | 1.2万股 | $455.6万 | 1.5万股 | -2,526股-17.16% | 减仓 |
| I景顺QQQ信托VOO |
| 0.77% | 0.72% | $418.6万 | 5,684股 | $332.8万 | 5,766股 | -82股-1.42% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.77% | 0.71% | $414.7万 | 1.2万股 | $327.7万 | 1.1万股 | +316股+2.77% | 加仓 |
 NVIDIANVDA |
| 0.74% | 1.58% | $400.2万 | 2.0万股 | $732.5万 | 4.2万股 | -2.2万股-52.38% | 减仓 |
| J摩根大通交易所交易基金JBND |
| 0.72% | 0.77% | $392.2万 | 7.3万股 | $354.6万 | 6.6万股 | +7,352股+11.15% | 加仓 |
 谷歌AGOOGL |
| 0.69% | 0.57% | $375.5万 | 1.1万股 | $261.6万 | 9,096股 | +1,410股+15.50% | 加仓 |
 特斯拉TSLA |
| 0.67% | 0.69% | $362.5万 | 8,619股 | $320.0万 | 8,608股 | +11股+0.13% | 加仓 |
| IiShares安硕EEMV |
| 0.63% | 0.67% | $341.5万 | 4.5万股 | $308.9万 | 4.8万股 | -2,366股-4.96% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.62% | 0.66% | $333.1万 | 7.3万股 | $304.6万 | 6.6万股 | +7,100股+10.70% | 加仓 |
 台积电TSM |
| 0.61% | 0.47% | $331.6万 | 6,944股 | $217.8万 | 6,445股 | +499股+7.74% | 加仓 |
| IiShares白银信托SLV |
| 0.59% | — | $320.8万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 NEBIUSNBIS |
| 0.57% | 0.37% | $306.5万 | 1.1万股 | $170.8万 | 1.6万股 | -5,361股-32.57% | 减仓 |
 西部数据WDC |
| 0.55% | 0.29% | $296.2万 | 4,638股 | $132.9万 | 4,915股 | -277股-5.64% | 减仓 |
 摩根大通JPM |
| 0.53% | 0.55% | $285.4万 | 8,720股 | $252.2万 | 8,575股 | +145股+1.69% | 加仓 |
 微软MSFT |
| 0.52% | — | $279.8万 | 7,500股 | $0 | 0股 | +7,500股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.5% | 0.52% | $273.4万 | 1.2万股 | $241.7万 | 1.1万股 | +318股+2.83% | 加仓 |
| IiShares安硕信托GVI |
| 0.5% | 0.48% | $270.6万 | 2.5万股 | $223.8万 | 2.1万股 | +4,400股+20.94% | 加仓 |
 摩根士丹利MS |
| 0.48% | — | $261.3万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 美光科技MU |
| 0.43% | 0.11% | $234.6万 | 2,032股 | $51.4万 | 1,520股 | +512股+33.68% | 加仓 |
| V先锋领航指数基金VOO |
| 0.43% | 0.46% | $233.7万 | 3,403股 | $215.2万 | 3,601股 | -198股-5.50% | 减仓 |
| IiShares安硕·COREIJR |
| 0.42% | 0.37% | $227.4万 | 1.5万股 | $173.2万 | 1.4万股 | +1,395股+10.01% | 加仓 |
| BBANK OF AMERBAC |
| 0.4% | 0.39% | $215.0万 | 3.8万股 | $181.7万 | 3.7万股 | +463股+1.24% | 加仓 |
 赛莱默XYL |
| 0.38% | 0.45% | $204.0万 | 1.7万股 | $208.7万 | 1.7万股 | -206股-1.18% | 减仓 |
