| SSPDR标普500 ETFSPY |
| 21.94% | 22.9% | $6,227.5万 | 8.3万股 | $5,850.0万 | 9.0万股 | -6,560股-7.29% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 10.48% | 10.82% | $2,975.6万 | 4.2万股 | $2,763.5万 | 4.5万股 | -2,500股-5.58% | 减仓 |
| SSPDR道富系列信托XAR |
| 7.26% | 7.33% | $2,059.7万 | 7.3万股 | $1,873.0万 | 7.4万股 | -1,170股-1.59% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 4.43% | 4.44% | $1,257.2万 | 16.5万股 | $1,135.6万 | 16.6万股 | -670股-0.40% | 减仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 4.29% | 4.21% | $1,217.6万 | 6.4万股 | $1,076.6万 | 6.4万股 | +260股+0.41% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 4.18% | 4.4% | $1,186.7万 | 2.4万股 | $1,125.2万 | 2.3万股 | +235股+1.00% | 加仓 |
 卡特彼勒CAT |
| 3.24% | 2.63% | $920.1万 | 8,640股 | $673.0万 | 9,500股 | -860股-9.05% | 减仓 |
| V先锋领航指数基金VUG |
| 3.23% | 3.12% | $916.2万 | 10.6万股 | $797.3万 | 1.8万股 | +8.8万股+482.69% | 加仓 |
| IiShares安硕·COREIJR |
| 3.16% | 2.95% | $896.1万 | 6.0万股 | $754.8万 | 6.1万股 | -300股-0.49% | 减仓 |
 UNITED RENTALSURI |
| 3.04% | 2.26% | $862.1万 | 7,610股 | $576.3万 | 7,910股 | -300股-3.79% | 减仓 |
 微软MSFT |
| 2.86% | 3.1% | $811.1万 | 2.2万股 | $791.4万 | 2.1万股 | +365股+1.71% | 加仓 |
| SSPDR SERIES TRUST STATE STREET S&P INSURANCE ETFKIE |
| 2.65% | 2.64% | $751.0万 | 12.3万股 | $674.7万 | 12.3万股 | +460股+0.37% | 加仓 |
| S道富XLI |
| 2.57% | 2.49% | $730.6万 | 3.9万股 | $636.6万 | 3.9万股 | +80股+0.20% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.32% | 2.12% | $657.2万 | 1.9万股 | $542.2万 | 1.9万股 | -300股-1.59% | 减仓 |
| IiShares安硕·U.S. MEDICAL DEVICES ETFIHI |
| 2.29% | 2.72% | $649.6万 | 13.1万股 | $694.8万 | 13.0万股 | +1,240股+0.95% | 加仓 |
 康明斯CMI |
| 2% | 1.71% | $568.8万 | 7,975股 | $437.1万 | 8,125股 | -150股-1.85% | 减仓 |
 苹果AAPL |
| 1.92% | 1.88% | $546.3万 | 1.9万股 | $479.2万 | 1.9万股 | 00.00% | 持仓不变 |
 自由港麦克莫兰FCX |
| 1.89% | 2.08% | $536.8万 | 8.5万股 | $531.1万 | 9.0万股 | -5,000股-5.53% | 减仓 |
 Meta平台META |
| 1.51% | 1.7% | $428.1万 | 7,600股 | $434.8万 | 7,600股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI TAIWAN ETFEWT |
| 1.41% | 1.04% | $401.0万 | 3.7万股 | $265.7万 | 3.7万股 | -550股-1.47% | 减仓 |
 MERCADOLIBRE COMMELI |
| 1.3% | 1.29% | $370.0万 | 2,180股 | $330.8万 | 1,913股 | +267股+13.96% | 加仓 |
 联邦快递FDX |
| 1.11% | 1.4% | $314.7万 | 1.0万股 | $358.0万 | 1.0万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 1.06% | — | $300.1万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| IiShares安硕EWC |
| 1.02% | 1.08% | $288.6万 | 5.0万股 | $275.6万 | 5.0万股 | -230股-0.46% | 减仓 |
| IiShares安硕EWJ |
| 0.97% | 0.97% | $274.3万 | 2.9万股 | $248.7万 | 2.9万股 | -45股-0.15% | 减仓 |
 MACYS COMM |
| 0.95% | 0.81% | $270.8万 | 11.5万股 | $208.1万 | 11.5万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.89% | 0.95% | $253.0万 | 4.4万股 | $243.3万 | 5.0万股 | -5,500股-11.02% | 减仓 |
| V先锋领航·TOTALBND |
| 0.83% | 0.79% | $234.8万 | 3.2万股 | $202.9万 | 2.8万股 | +4,425股+16.06% | 加仓 |
 亚马逊AMZN |
| 0.8% | 0.78% | $227.1万 | 9,530股 | $198.5万 | 9,530股 | 00.00% | 持仓不变 |
 西方石油OXY |
| 0.67% | 0.99% | $189.4万 | 3.9万股 | $253.5万 | 3.9万股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.6% | 0.59% | $171.7万 | 7.1万股 | $149.7万 | 5.3万股 | +1.8万股+33.77% | 加仓 |
| SSPDR道富系列信托TFI |
| 0.41% | 0.41% | $115.7万 | 2.5万股 | $104.7万 | 2.3万股 | +2,160股+9.35% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.41% | 0.4% | $115.2万 | 1.5万股 | $102.1万 | 1.3万股 | +1,765股+13.56% | 加仓 |
| IiShares安硕·MSCI INDIA ETFINDA |
| 0.29% | 0.31% | $83.4万 | 1.7万股 | $79.0万 | 1.7万股 | +10股+0.06% | 加仓 |
 迪士尼DIS |
| 0.27% | 0.55% | $75.6万 | 7,850股 | $140.7万 | 1.5万股 | -6,750股-46.23% | 减仓 |
 阿里巴巴BABA |
| 0.26% | 0.44% | $75.1万 | 7,825股 | $112.0万 | 8,925股 | -1,100股-12.32% | 减仓 |
 谷歌AGOOGL |
| 0.2% | 0.18% | $56.5万 | 1,580股 | $45.4万 | 1,580股 | 00.00% | 持仓不变 |
| PPROSHARES ULTRASHORT 7-10 YEAR TREASURYPST |
| 0.19% | 0.21% | $55.2万 | 2.4万股 | $54.5万 | 2.4万股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.18% | 0.27% | $52.1万 | 6,300股 | $70.1万 | 8,800股 | -2,500股-28.41% | 减仓 |
| IiShares安硕信托GVI |
| 0.12% | 0.13% | $34.9万 | 3,240股 | $33.1万 | 3,120股 | +120股+3.85% | 加仓 |
| IiShares安硕EEMV |
| 0.12% | 0.12% | $34.4万 | 4,570股 | $29.6万 | 4,570股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.12% | 0.12% | $32.7万 | 1,000股 | $29.4万 | 1,000股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.1% | 0.11% | $29.3万 | 3,600股 | $27.4万 | 3,600股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.1% | 0.1% | $27.8万 | 660股 | $24.5万 | 660股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.1% | 0.11% | $27.3万 | 2,000股 | $28.8万 | 1,700股 | +300股+17.65% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 0.09% | 0.09% | $24.2万 | 2,730股 | $22.5万 | 2,730股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.08% | 0.1% | $23.9万 | 1,440股 | $24.6万 | 1,190股 | +250股+21.01% | 加仓 |
 VisaV |
| 0.08% | — | $22.0万 | 640股 | $0 | 0股 | +640股 | 新买入 |
| OOPKO HEALTHOPK |
| 0.01% | 0.01% | $2.9万 | 2.0万股 | $2.2万 | 2.0万股 | 00.00% | 持仓不变 |
