| G通用动力VTI |
| 9.17% | 9.48% | $1,088.1万 | 2.9万股 | $944.9万 | 2.9万股 | -50股-0.17% | 减仓 |
 苹果AAPL |
| 6.96% | 7.42% | $825.6万 | 2.9万股 | $739.6万 | 2.9万股 | -610股-2.09% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 3.84% | 1.39% | $455.6万 | 9.0万股 | $138.6万 | 2.8万股 | +6.3万股+228.72% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 3.41% | 3.35% | $404.6万 | 5.6万股 | $333.5万 | 5.4万股 | +1,590股+2.92% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 3.19% | 3.85% | $379.0万 | 8.2万股 | $384.1万 | 8.3万股 | -1,081股-1.30% | 减仓 |
| I景顺交易所交易基金信托PPA |
| 3.03% | 3.32% | $359.5万 | 2.0万股 | $331.0万 | 2.0万股 | +375股+1.88% | 加仓 |
| GGlobal X基金PAVE |
| 2.83% | 2.48% | $335.3万 | 5.7万股 | $247.6万 | 4.9万股 | +8,173股+16.77% | 加仓 |
| IINVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTHPWB |
| 2.57% | 2.14% | $305.6万 | 1.8万股 | $213.1万 | 1.7万股 | +1,223股+7.23% | 加仓 |
 英伟达NVDA |
| 2.45% | 3.22% | $290.8万 | 1.5万股 | $321.4万 | 1.8万股 | -3,900股-21.16% | 减仓 |
 微软MSFT |
| 2.37% | 2.81% | $281.6万 | 7,548股 | $280.1万 | 7,568股 | -20股-0.26% | 减仓 |
 亚马逊AMZN |
| 2.35% | 2.45% | $279.3万 | 1.2万股 | $244.0万 | 1.2万股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 2.17% | 2.3% | $257.7万 | 9,165股 | $229.4万 | 9,465股 | -300股-3.17% | 减仓 |
| PPUTNAM ETF TRUSTPVAL |
| 2.16% | 1.88% | $257.0万 | 5.0万股 | $187.6万 | 4.0万股 | +1.0万股+24.77% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 2.09% | 0.24% | $248.0万 | 2.5万股 | $23.5万 | 2,340股 | +2.2万股+951.50% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 2.01% | 2.2% | $238.3万 | 2.9万股 | $219.6万 | 2.9万股 | -100股-0.34% | 减仓 |
 特斯拉TSLA |
| 1.84% | 1.93% | $217.9万 | 5,180股 | $192.6万 | 5,180股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.8% | 1.94% | $213.1万 | 9,006股 | $193.7万 | 9,006股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 1.77% | 1.83% | $209.7万 | 2,808股 | $182.6万 | 2,808股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEUR |
| 1.71% | 1.91% | $203.3万 | 2.7万股 | $190.4万 | 2.7万股 | -55股-0.20% | 减仓 |
| NNEW YORK LIFE INVESTMENTS ETHFXI |
| 1.69% | — | $200.4万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 CENTRAL SECSCET |
| 1.67% | 0.47% | $197.6万 | 3.7万股 | $46.4万 | 9,280股 | +2.8万股+299.19% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.63% | 1.75% | $194.0万 | 2.7万股 | $174.3万 | 2.7万股 | +23股+0.08% | 加仓 |
| S道富SPYM |
| 1.62% | 1.37% | $192.3万 | 2.2万股 | $136.7万 | 1.8万股 | +4,022股+22.52% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.48% | 1.48% | $175.7万 | 4,291股 | $148.0万 | 4,150股 | +141股+3.40% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK |
| 1.48% | 0.6% | $175.6万 | 1.6万股 | $59.3万 | 7,460股 | +8,285股+111.06% | 加仓 |
| VVanEck·CLO ETFCLOI |
| 1.44% | — | $171.4万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 HOWMET AEROSPACE COMHWM |
| 1.37% | 1.43% | $162.2万 | 6,032股 | $142.4万 | 6,178股 | -146股-2.36% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.35% | 1.39% | $160.4万 | 1.3万股 | $138.8万 | 3,255股 | +9,662股+296.84% | 加仓 |
| SSPDR道富系列信托SPYG |
| 1.29% | 1.23% | $152.7万 | 1.3万股 | $122.8万 | 1.3万股 | +286股+2.28% | 加仓 |
| VVANECK MERK GOLD TRUSTOUNZ |
| 1.2% | 1.68% | $143.0万 | 3.7万股 | $167.8万 | 3.7万股 | -200股-0.54% | 减仓 |
| VVanEck Russia ETFBBH |
| 1.17% | 1.29% | $138.7万 | 1.3万股 | $129.0万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 1.16% | 1.21% | $137.9万 | 1,841股 | $120.6万 | 1,846股 | -5股-0.27% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.14% | 1.14% | $135.9万 | 3,846股 | $113.2万 | 3,946股 | -100股-2.53% | 减仓 |
| WWisdomTree信托DGRW |
| 1.01% | 1.11% | $120.3万 | 1.3万股 | $110.5万 | 1.3万股 | 00.00% | 持仓不变 |
| S道富SPYV |
| 0.94% | 1.05% | $112.2万 | 1.8万股 | $104.4万 | 1.8万股 | 00.00% | 持仓不变 |
 飞塔FTNT |
| 0.93% | 0.59% | $110.2万 | 7,175股 | $58.6万 | 7,175股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.92% | 1.14% | $109.7万 | 3,352股 | $113.3万 | 3,852股 | -500股-12.98% | 减仓 |
| GGlobal X基金SHLD |
| 0.91% | 1.75% | $107.9万 | 1.8万股 | $174.7万 | 2.5万股 | -6,601股-26.76% | 减仓 |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 0.7% | 0.78% | $82.8万 | 3.3万股 | $78.1万 | 3.2万股 | +1,400股+4.44% | 加仓 |
| IiShares安硕信托IWD |
| 0.68% | 0.71% | $80.9万 | 3,336股 | $71.3万 | 3,336股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.67% | 0.7% | $80.0万 | 1.0万股 | $70.1万 | 1.0万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.65% | 0.64% | $77.4万 | 2,050股 | $63.4万 | 2,050股 | 00.00% | 持仓不变 |
| J摩根大通·SHORT DURATION CORE PLUS ETFJSCP |
| 0.65% | 0.44% | $77.1万 | 1.6万股 | $43.6万 | 9,217股 | +7,145股+77.52% | 加仓 |
 VisaV |
| 0.58% | 0.61% | $68.7万 | 2,003股 | $60.5万 | 2,003股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.57% | 0.84% | $67.2万 | 4,916股 | $83.4万 | 4,916股 | 00.00% | 持仓不变 |
 AVANTIS INTLNGG |
| 0.57% | 0.73% | $67.1万 | 7,520股 | $73.1万 | 8,621股 | -1,101股-12.77% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 0.54% | 0.78% | $63.9万 | 7,221股 | $77.9万 | 9,450股 | -2,229股-23.59% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.54% | 1.64% | $63.7万 | 1.4万股 | $163.2万 | 3.5万股 | -2.1万股-60.87% | 减仓 |
 高盛GS |
| 0.5% | 0.51% | $59.7万 | 590股 | $50.8万 | 600股 | -10股-1.67% | 减仓 |
| TT. ROWE PRICE INTERNATIONAL EQUITY ETFTOUS |
| 0.42% | 0.45% | $50.0万 | 1.3万股 | $45.0万 | 1.3万股 | 00.00% | 持仓不变 |
