| IiShares安硕信托IVV |
| 11.34% | 13.53% | $1,500.5万 | 2.0万股 | $1,339.3万 | 2.1万股 | -466股-2.27% | 减仓 |
| I景顺QQQ信托VOO |
| 9.28% | 8.8% | $1,227.7万 | 1.7万股 | $871.4万 | 1.5万股 | +1,573股+10.42% | 加仓 |
 苹果AAPL |
| 4.66% | 5.46% | $617.1万 | 2.1万股 | $540.3万 | 2.1万股 | +36股+0.17% | 加仓 |
| G高盛ETF信托GINC |
| 4.64% | 4.77% | $613.5万 | 11.0万股 | $472.3万 | 9.4万股 | +1.6万股+16.97% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.8% | 4.4% | $502.9万 | 6,734股 | $435.6万 | 6,697股 | +37股+0.55% | 加仓 |
| S嘉信策略信托SCHD |
| 3.65% | 3.99% | $483.5万 | 15.2万股 | $395.2万 | 12.9万股 | +2.4万股+18.36% | 加仓 |
 英伟达NVDA |
| 3.55% | 3.85% | $470.2万 | 2.4万股 | $381.2万 | 2.2万股 | +1,644股+7.52% | 加仓 |
 英特尔INTC |
| 3.51% | 1.53% | $464.0万 | 3.3万股 | $151.6万 | 3.4万股 | -1,120股-3.26% | 减仓 |
| G高盛ETF信托GINC |
| 3.06% | 3.2% | $405.1万 | 6.8万股 | $317.0万 | 6.4万股 | +4,249股+6.63% | 加仓 |
| V先锋领航指数基金VOO |
| 2.98% | 3.28% | $394.8万 | 5,749股 | $325.0万 | 5,438股 | +311股+5.72% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.59% | 2.3% | $342.7万 | 1.8万股 | $227.2万 | 1.7万股 | +887股+5.19% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.58% | 2.68% | $341.5万 | 6.0万股 | $265.1万 | 4.7万股 | +1.4万股+29.24% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.4% | 2.33% | $317.1万 | 6.3万股 | $230.5万 | 4.6万股 | +1.7万股+37.69% | 加仓 |
| FFUNDSTRAT GRANNYGRNY |
| 2.35% | 2.37% | $311.5万 | 11.3万股 | $234.4万 | 9.8万股 | +1.4万股+14.72% | 加仓 |
| IiShares安硕信托SGOV |
| 1.87% | — | $246.9万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| J摩根大通交易所交易基金JPLD |
| 1.72% | — | $227.7万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 亚马逊AMZN |
| 1.71% | 1.86% | $226.7万 | 9,511股 | $184.2万 | 8,845股 | +666股+7.53% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.6% | 1.74% | $211.5万 | 1.7万股 | $172.0万 | 4,033股 | +1.3万股+322.27% | 加仓 |
 微软MSFT |
| 1.52% | 2.03% | $201.7万 | 5,407股 | $201.1万 | 5,433股 | -26股-0.48% | 减仓 |
| SSPDR黄金信托GLD |
| 1.35% | 1.84% | $179.1万 | 4,862股 | $181.8万 | 4,226股 | +636股+15.05% | 加仓 |
 谷歌AGOOGL |
| 1.33% | 1.36% | $175.8万 | 4,919股 | $134.3万 | 4,670股 | +249股+5.33% | 加仓 |
| V先锋领航指数基金VV |
| 1.21% | 1.4% | $160.1万 | 4,656股 | $138.7万 | 4,642股 | +14股+0.30% | 加仓 |
| IiShares安硕信托DGRO |
| 1.12% | 1.22% | $148.7万 | 2.0万股 | $120.9万 | 1.7万股 | +2,397股+13.91% | 加仓 |
 博通AVGO |
| 1.12% | 1.16% | $148.0万 | 3,918股 | $114.8万 | 3,709股 | +209股+5.63% | 加仓 |
 美光科技MU |
| 0.97% | 0.36% | $128.6万 | 1,114股 | $35.4万 | 1,048股 | +66股+6.30% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.89% | 0.98% | $117.9万 | 4,984股 | $97.2万 | 4,518股 | +466股+10.31% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.85% | 0.85% | $112.4万 | 3,181股 | $83.8万 | 2,922股 | +259股+8.86% | 加仓 |
| SStrategyMSTR |
| 0.85% | — | $112.3万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 礼来LLY |
| 0.79% | 0.75% | $104.8万 | 874股 | $74.7万 | 812股 | +62股+7.64% | 加仓 |
 Meta平台META |
| 0.73% | 0.97% | $96.9万 | 1,720股 | $96.3万 | 1,683股 | +37股+2.20% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.65% | 0.82% | $86.6万 | 1,731股 | $81.4万 | 1,698股 | +33股+1.94% | 加仓 |
 特斯拉TSLA |
| 0.65% | 0.78% | $86.1万 | 2,048股 | $77.3万 | 2,080股 | -32股-1.54% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.64% | 0.75% | $84.2万 | 5,361股 | $74.1万 | 5,356股 | +5股+0.09% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.63% | 0.68% | $83.2万 | 1.8万股 | $67.8万 | 1.4万股 | +3,341股+23.22% | 加仓 |
| IiShares安硕信托IEFA |
| 0.61% | 0.77% | $81.2万 | 8,404股 | $76.0万 | 8,390股 | +14股+0.17% | 加仓 |
 摩根大通JPM |
| 0.54% | 0.58% | $71.8万 | 2,193股 | $57.8万 | 1,964股 | +229股+11.66% | 加仓 |
| G通用动力VTI |
| 0.49% | 0.38% | $65.3万 | 1,764股 | $37.7万 | 1,176股 | +588股+50.00% | 加仓 |
| IiShares安硕信托IWD |
| 0.49% | 0.55% | $64.6万 | 2,666股 | $54.2万 | 2,538股 | +128股+5.04% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.48% | 0.56% | $63.0万 | 5,707股 | $55.5万 | 5,707股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VGK |
| 0.47% | 0.52% | $61.7万 | 6,966股 | $51.0万 | 6,186股 | +780股+12.61% | 加仓 |
| IiShares安硕·TR MSCI AC ASIA ETFAAXJ |
| 0.45% | 0.48% | $59.2万 | 4,962股 | $47.7万 | 4,957股 | +5股+0.10% | 加仓 |
| IiShares安硕信托VLUE |
| 0.45% | 0.44% | $59.1万 | 2,956股 | $43.4万 | 3,052股 | -96股-3.15% | 减仓 |
 沃尔玛WMT |
| 0.43% | 0.52% | $56.5万 | 4,985股 | $51.2万 | 4,121股 | +864股+20.97% | 加仓 |
 泛林集团LRCX |
| 0.42% | 0.26% | $55.7万 | 1,285股 | $25.4万 | 1,187股 | +98股+8.26% | 加仓 |
 艾伯维ABBV |
| 0.4% | 0.47% | $52.3万 | 2,078股 | $46.7万 | 2,146股 | -68股-3.17% | 减仓 |
| J摩根大通·BETABUILDERS EUROPE ETFBBEU |
| 0.39% | 0.49% | $51.9万 | 6,679股 | $48.4万 | 6,679股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.38% | 0.51% | $50.5万 | 3,444股 | $50.0万 | 3,465股 | -21股-0.61% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.38% | 0.54% | $50.1万 | 9,905股 | $53.8万 | 1.1万股 | -877股-8.13% | 减仓 |
| IiShares安硕IEMG |
| 0.37% | 0.34% | $49.0万 | 5,911股 | $33.2万 | 4,761股 | +1,150股+24.15% | 加仓 |
 VisaV |
| 0.36% | 0.36% | $47.3万 | 1,378股 | $35.8万 | 1,184股 | +194股+16.39% | 加仓 |
