| G通用动力VTI |
| 13.66% | 13.49% | $2,773.6万 | 7.5万股 | $2,240.9万 | 7.0万股 | +5,103股+7.31% | 加仓 |
| PPUTNAM ETF TRUSTPVAL |
| 13.13% | 9.65% | $2,665.9万 | 52.3万股 | $1,603.3万 | 34.6万股 | +17.8万股+51.43% | 加仓 |
| AAvantis·U SAVUV |
| 8.63% | 8.4% | $1,751.1万 | 14.0万股 | $1,394.9万 | 12.6万股 | +1.4万股+11.15% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 8.59% | 7.97% | $1,743.2万 | 5.8万股 | $1,323.1万 | 5.6万股 | +1,858股+3.34% | 加仓 |
| SSPDR道富系列信托SPYG |
| 7.66% | 7.98% | $1,554.5万 | 13.1万股 | $1,324.8万 | 13.5万股 | -4,673股-3.45% | 减仓 |
| I景顺·S&PIDMO |
| 7.52% | 7.09% | $1,526.7万 | 25.3万股 | $1,178.3万 | 21.5万股 | +3.8万股+17.85% | 加仓 |
| PProShares信托REGL |
| 4.94% | 3.95% | $1,002.5万 | 10.9万股 | $656.0万 | 7.6万股 | +3.4万股+44.21% | 加仓 |
| I景顺QQQ信托VOO |
| 3.12% | 3.22% | $632.4万 | 8,587股 | $534.1万 | 9,253股 | -666股-7.20% | 减仓 |
| S道富SPYV |
| 2.72% | 5.57% | $552.3万 | 9.1万股 | $925.5万 | 16.4万股 | -7.3万股-44.45% | 减仓 |
| TTHOR FINL TECHNOLOGIES TRTHIR |
| 2.43% | 1.84% | $493.7万 | 14.3万股 | $305.0万 | 9.8万股 | +4.5万股+45.53% | 加仓 |
| HHORIZON FDSDIVN |
| 2.31% | 1.86% | $469.0万 | 16.0万股 | $309.4万 | 10.9万股 | +5.1万股+46.55% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 2.15% | 4.02% | $437.2万 | 4.0万股 | $667.5万 | 6.9万股 | -2.9万股-42.27% | 减仓 |
 VANECK URANIUM AND NUCLEAR ETFNLR |
| 2.08% | 1.9% | $421.5万 | 3.6万股 | $316.2万 | 2.4万股 | +1.3万股+53.09% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.91% | 1.92% | $388.4万 | 8.5万股 | $319.4万 | 7.0万股 | +1.5万股+21.96% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.8% | 1.5% | $364.8万 | 1.9万股 | $249.6万 | 1.9万股 | +365股+1.94% | 加仓 |
| VVANECK MERK GOLD TRUSTOUNZ |
| 1.79% | 2.34% | $364.1万 | 9.4万股 | $389.0万 | 8.6万股 | +7,986股+9.25% | 加仓 |
| V先锋领航指数基金VOO |
| 1.35% | 1.43% | $273.0万 | 3,975股 | $236.9万 | 3,965股 | +10股+0.25% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.12% | 1.54% | $228.1万 | 2.6万股 | $255.0万 | 6,939股 | +1.9万股+273.90% | 加仓 |
 苹果AAPL |
| 0.86% | 0.91% | $175.5万 | 6,065股 | $151.0万 | 5,951股 | +114股+1.92% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.85% | 0.98% | $172.6万 | 2.1万股 | $162.9万 | 2.0万股 | +1,292股+6.55% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.83% | 0.9% | $168.4万 | 1.1万股 | $149.4万 | 1.1万股 | -74股-0.69% | 减仓 |
| IiShares安硕·COREIJR |
| 0.8% | 0.83% | $162.2万 | 1.1万股 | $137.4万 | 1.1万股 | -113股-1.02% | 减仓 |
| IiShares安硕信托IVW |
| 0.79% | 0.8% | $159.9万 | 1.2万股 | $132.3万 | 1.2万股 | -63股-0.54% | 减仓 |
| V先锋领航·TOTALBND |
| 0.69% | 1.07% | $140.8万 | 1.9万股 | $177.4万 | 2.4万股 | -4,912股-20.39% | 减仓 |
| J骏利亨德森JAAA |
| 0.6% | 0.81% | $121.5万 | 2.4万股 | $134.3万 | 2.7万股 | -2,608股-9.78% | 减仓 |
| SSPDR黄金信托GLD |
| 0.47% | 0.69% | $95.3万 | 2,588股 | $114.9万 | 2,671股 | -83股-3.11% | 减仓 |
| BBONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETFXSVN |
| 0.47% | 0.67% | $95.0万 | 2.0万股 | $110.5万 | 2.3万股 | -3,071股-13.26% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.45% | 0.51% | $91.4万 | 9,480股 | $84.0万 | 9,466股 | +14股+0.15% | 加仓 |
| IiShares安硕信托MTUM |
| 0.4% | 0.25% | $80.2万 | 2,339股 | $41.6万 | 1,734股 | +605股+34.89% | 加仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 0.33% | 0.37% | $66.0万 | 6,455股 | $60.7万 | 6,421股 | +34股+0.53% | 加仓 |
| IiShares安硕信托STIP |
| 0.32% | 0.43% | $65.9万 | 6,453股 | $72.1万 | 6,975股 | -522股-7.48% | 减仓 |
| IiShares白银信托SLV |
| 0.32% | 0.45% | $64.2万 | 1.2万股 | $75.0万 | 1.1万股 | +994股+9.03% | 加仓 |
 特斯拉TSLA |
| 0.29% | 0.42% | $58.5万 | 1,390股 | $69.5万 | 1,870股 | -480股-25.67% | 减仓 |
 亚马逊AMZN |
| 0.24% | 0.23% | $49.3万 | 2,067股 | $38.5万 | 1,847股 | +220股+11.91% | 加仓 |
 CSX铁路CSX |
| 0.24% | 0.25% | $49.0万 | 1.0万股 | $41.7万 | 1.0万股 | +155股+1.53% | 加仓 |
 辉瑞PFE |
| 0.23% | 0.33% | $47.0万 | 2.0万股 | $54.0万 | 1.9万股 | +311股+1.62% | 加仓 |
| IIBMIBM |
| 0.23% | 0.23% | $45.8万 | 1,629股 | $38.0万 | 1,569股 | +60股+3.82% | 加仓 |
| IiShares安硕信托IVV |
| 0.21% | 0.22% | $41.9万 | 559股 | $36.3万 | 555股 | +4股+0.72% | 加仓 |
 希捷STX |
| 0.2% | — | $39.9万 | 414股 | $0 | 0股 | +414股 | 新买入 |
 微软MSFT |
| 0.19% | 0.19% | $37.8万 | 1,013股 | $30.8万 | 832股 | +181股+21.75% | 加仓 |
 GE航空GE |
| 0.19% | 0.19% | $37.6万 | 1,007股 | $31.2万 | 1,099股 | -92股-8.37% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.17% | 0.18% | $35.2万 | 472股 | $30.7万 | 472股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.17% | 0.24% | $33.7万 | 7,951股 | $39.8万 | 7,923股 | +28股+0.35% | 加仓 |
 南方电力SO |
| 0.17% | — | $33.6万 | 3,516股 | $0 | 0股 | +3,516股 | 新买入 |
 礼来LLY |
| 0.16% | 0.19% | $33.5万 | 279股 | $31.2万 | 339股 | -60股-17.70% | 减仓 |
 谷歌AGOOGL |
| 0.15% | 0.13% | $30.7万 | 858股 | $20.9万 | 725股 | +133股+18.34% | 加仓 |
| V先锋领航指数基金VXF |
| 0.14% | 0.15% | $29.1万 | 1,180股 | $24.2万 | 1,178股 | +2股+0.17% | 加仓 |
| V先锋领航指数基金VUG |
| 0.14% | 0.14% | $28.4万 | 3,294股 | $23.7万 | 542股 | +2,752股+507.75% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.14% | 0.2% | $27.5万 | 550股 | $32.4万 | 676股 | -126股-18.64% | 减仓 |
 英伟达NVDA |
| 0.13% | — | $27.4万 | 1,367股 | $0 | 0股 | +1,367股 | 新买入 |
