| I景顺QQQ信托VOO |
| 12.6% | 11.35% | $2,821.4万 | 3.8万股 | $2,170.8万 | 3.8万股 | +704股+1.87% | 加仓 |
| SSPDR道富系列信托SPYG |
| 12.12% | 11.33% | $2,712.1万 | 22.8万股 | $2,168.3万 | 22.1万股 | +6,466股+2.92% | 加仓 |
| S道富SPYV |
| 10.92% | 11.49% | $2,444.6万 | 40.2万股 | $2,197.6万 | 38.8万股 | +1.4万股+3.54% | 加仓 |
| V先锋领航STAR基金VXUS |
| 8.42% | 8.51% | $1,885.2万 | 22.1万股 | $1,627.5万 | 21.1万股 | +9,459股+4.48% | 加仓 |
| IiShares安硕信托IMCG |
| 6.61% | 6% | $1,480.1万 | 15.1万股 | $1,147.6万 | 14.6万股 | +4,878股+3.35% | 加仓 |
| IiShares安硕信托IMCV |
| 6.38% | 6.77% | $1,427.3万 | 15.6万股 | $1,294.5万 | 15.3万股 | +3,513股+2.30% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 5.13% | 5.27% | $1,147.8万 | 5.4万股 | $1,007.9万 | 5.3万股 | +1,428股+2.72% | 加仓 |
| V先锋领航指数基金VBK |
| 4.43% | 4.14% | $991.0万 | 2.7万股 | $791.5万 | 2.6万股 | +910股+3.47% | 加仓 |
| IISHARES TR MRNING SM CP ETFISCV |
| 4.3% | 4.33% | $962.3万 | 12.3万股 | $828.8万 | 11.9万股 | +3,631股+3.05% | 加仓 |
| IiShares安硕信托IWY |
| 2.42% | 2.43% | $542.0万 | 1.9万股 | $464.1万 | 1.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 1.49% | 1.52% | $334.0万 | 4,460股 | $290.8万 | 4,452股 | +8股+0.18% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.45% | 1.61% | $325.1万 | 2.9万股 | $307.4万 | 3.2万股 | -2,155股-6.82% | 减仓 |
| IiShares安硕信托IWX |
| 1.45% | 1.49% | $323.7万 | 3.1万股 | $285.2万 | 3.1万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.42% | 1.48% | $318.8万 | 1.6万股 | $282.3万 | 1.6万股 | -252股-1.56% | 减仓 |
| IiShares安硕IEMG |
| 1.24% | 1.26% | $277.6万 | 3.4万股 | $241.4万 | 3.5万股 | -1,102股-3.18% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.06% | 1.08% | $236.5万 | 3,167股 | $206.0万 | 3,167股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.91% | 0.97% | $204.1万 | 8,627股 | $185.2万 | 8,611股 | +16股+0.19% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.84% | 0.93% | $188.7万 | 2.0万股 | $178.1万 | 2.0万股 | +65股+0.32% | 加仓 |
| V先锋领航指数基金VUG |
| 0.78% | 0.8% | $174.8万 | 2.0万股 | $153.4万 | 3,511股 | +1.7万股+477.87% | 加仓 |
| IiShares安硕信托IVLU |
| 0.73% | 0.83% | $163.7万 | 3.9万股 | $157.9万 | 4.0万股 | -643股-1.62% | 减仓 |
| IiShares安硕信托IWS |
| 0.71% | 0.74% | $159.7万 | 9,701股 | $141.4万 | 9,701股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.65% | 0.68% | $145.8万 | 1.8万股 | $129.7万 | 4,517股 | +1.4万股+300.55% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.6% | 0.51% | $135.1万 | 5,355股 | $97.1万 | 5,354股 | +1股+0.02% | 加仓 |
 博通AVGO |
| 0.59% | 0.57% | $132.1万 | 3,498股 | $109.0万 | 3,520股 | -22股-0.63% | 减仓 |
 苹果AAPL |
| 0.57% | 0.63% | $127.0万 | 4,388股 | $120.9万 | 4,762股 | -374股-7.85% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.52% | 0.57% | $116.3万 | 7,539股 | $109.5万 | 7,510股 | +29股+0.39% | 加仓 |
 摩根大通JPM |
| 0.49% | 0.55% | $110.5万 | 3,375股 | $105.2万 | 3,575股 | -200股-5.59% | 减仓 |
 礼来LLY |
| 0.49% | 0.43% | $109.9万 | 916股 | $83.1万 | 904股 | +12股+1.33% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.46% | 0.55% | $102.8万 | 2.8万股 | $105.9万 | 2.8万股 | 00.00% | 持仓不变 |
| GGlobal X基金PAVE |
| 0.42% | 0.42% | $94.2万 | 1.6万股 | $81.2万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITA |
| 0.41% | 0.44% | $92.4万 | 3,810股 | $83.3万 | 3,808股 | +2股+0.05% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.41% | 0.42% | $91.5万 | 6,250股 | $80.1万 | 6,250股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.4% | 0.59% | $89.7万 | 6,564股 | $113.4万 | 6,687股 | -123股-1.84% | 减仓 |
| SSCHWAB LONG-TERM U.S. TREASURY ETFSCHQ |
| 0.37% | 0.4% | $82.3万 | 2.6万股 | $75.9万 | 2.4万股 | +2,145股+8.88% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.37% | 0.41% | $82.0万 | 3.4万股 | $77.7万 | 3.2万股 | +1,974股+6.17% | 加仓 |
| S嘉信·USSCHP |
| 0.37% | 0.4% | $81.9万 | 3.1万股 | $77.2万 | 2.9万股 | +1,871股+6.45% | 加仓 |
 亚马逊AMZN |
| 0.34% | 0.34% | $76.3万 | 3,202股 | $65.4万 | 3,140股 | +62股+1.97% | 加仓 |
| IiShares安硕·COREIJR |
| 0.34% | 0.33% | $75.5万 | 5,091股 | $63.3万 | 5,091股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.32% | 0.31% | $71.3万 | 1,994股 | $58.4万 | 2,031股 | -37股-1.82% | 减仓 |
 微软MSFT |
| 0.32% | 0.36% | $71.0万 | 1,902股 | $69.2万 | 1,870股 | +32股+1.71% | 加仓 |
 PALO ALTOPANW |
| 0.28% | 0.15% | $61.7万 | 1,810股 | $28.5万 | 1,778股 | +32股+1.80% | 加仓 |
 Meta平台META |
| 0.26% | 0.31% | $57.5万 | 1,020股 | $59.2万 | 1,035股 | -15股-1.45% | 减仓 |
| IiShares安硕信托HYG |
| 0.24% | 0.27% | $54.8万 | 6,848股 | $51.3万 | 6,453股 | +395股+6.12% | 加仓 |
| IiShares安硕信托LQD |
| 0.24% | 0.27% | $54.7万 | 5,011股 | $51.0万 | 4,678股 | +333股+7.12% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.24% | 0.25% | $54.6万 | 4,400股 | $46.9万 | 1,100股 | +3,300股+300.00% | 加仓 |
| PProShares信托NOBL |
| 0.22% | 0.24% | $49.3万 | 8,787股 | $46.6万 | 4,392股 | +4,395股+100.07% | 加仓 |
 联合太平洋铁路UNP |
| 0.22% | 0.23% | $48.9万 | 1,796股 | $44.6万 | 1,839股 | -43股-2.34% | 减仓 |
 伊顿ETN |
| 0.22% | 0.21% | $48.8万 | 1,145股 | $40.1万 | 1,120股 | +25股+2.23% | 加仓 |
 威廉姆斯WMB |
| 0.21% | 0.24% | $46.9万 | 6,312股 | $46.1万 | 6,336股 | -24股-0.38% | 减仓 |
 NubankNU |
| 0.19% | 0.24% | $42.0万 | 3.1万股 | $45.2万 | 3.1万股 | 00.00% | 持仓不变 |
