| IiShares安硕信托IVV |
| 5.33% | 5.42% | $2.12亿 | 28.3万股 | $1.95亿 | 29.9万股 | -1.6万股-5.32% | 减仓 |
 苹果AAPL |
| 4.22% | 4.31% | $1.68亿 | 58.0万股 | $1.55亿 | 61.2万股 | -3.2万股-5.25% | 减仓 |
 英伟达NVDA |
| 2.79% | 3.11% | $1.11亿 | 58.0万股 | $1.12亿 | 66.1万股 | -8.1万股-12.27% | 减仓 |
| I景顺QQQ信托VOO |
| 2.14% | 1.69% | $8,522.5万 | 11.6万股 | $6,096.7万 | 10.6万股 | +1.0万股+9.56% | 加仓 |
 亚马逊AMZN |
| 1.79% | 2.02% | $7,109.3万 | 29.8万股 | $7,274.2万 | 34.9万股 | -5.1万股-14.60% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.52% | 1.55% | $6,037.3万 | 13.9万股 | $5,595.7万 | 8.6万股 | +5.3万股+61.90% | 加仓 |
| IiShares安硕信托IVW |
| 1.48% | 1.36% | $5,881.9万 | 42.8万股 | $4,890.3万 | 43.2万股 | -4,663股-1.08% | 减仓 |
| IiShares安硕信托DGRO |
| 1.38% | 1.41% | $5,467.8万 | 72.1万股 | $5,062.6万 | 72.1万股 | +75股+0.01% | 加仓 |
 微软MSFT |
| 1.26% | 1.39% | $5,009.1万 | 13.4万股 | $4,999.5万 | 13.5万股 | -775股-0.57% | 减仓 |
| V先锋领航指数基金VOO |
| 1.24% | 1.33% | $4,920.4万 | 7.2万股 | $4,795.3万 | 8.0万股 | -8,607股-10.73% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.22% | 1.09% | $4,836.6万 | 13.7万股 | $3,942.5万 | 13.7万股 | -549股-0.40% | 减仓 |
| IiShares安硕信托LQD |
| 0.92% | 1.03% | $3,663.7万 | 33.6万股 | $3,719.9万 | 34.1万股 | -5,403股-1.58% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.82% | 0.76% | $3,266.4万 | 96.5万股 | $2,748.2万 | 94.3万股 | +2.2万股+2.31% | 加仓 |
 谷歌AGOOGL |
| 0.77% | 0.63% | $3,071.2万 | 8.6万股 | $2,268.6万 | 7.9万股 | +7,047股+8.93% | 加仓 |
| S嘉信策略信托SCHD |
| 0.74% | 0.74% | $2,930.2万 | 92.4万股 | $2,668.8万 | 87.0万股 | +5.4万股+6.23% | 加仓 |
 美光科技MU |
| 0.74% | 0.3% | $2,929.9万 | 2.6万股 | $1,068.0万 | 3.2万股 | -6,057股-19.16% | 减仓 |
 卡特彼勒CAT |
| 0.68% | 0.44% | $2,682.4万 | 2.5万股 | $1,590.9万 | 2.2万股 | +2,733股+12.17% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.66% | 0.7% | $2,629.9万 | 32.0万股 | $2,504.2万 | 30.3万股 | +1.7万股+5.61% | 加仓 |
| G通用动力VTI |
| 0.64% | 0.51% | $2,532.3万 | 6.8万股 | $1,833.3万 | 5.7万股 | +1.1万股+19.75% | 加仓 |
 博通AVGO |
| 0.61% | 0.67% | $2,421.8万 | 6.4万股 | $2,394.8万 | 7.7万股 | -1.3万股-17.14% | 减仓 |
| C资本集团股息价值CCBG |
| 0.58% | 0.49% | $2,290.3万 | 46.5万股 | $1,752.4万 | 41.2万股 | +5.3万股+12.81% | 加仓 |
 AMD超威AMD |
| 0.56% | 0.22% | $2,236.7万 | 3.9万股 | $806.7万 | 4.0万股 | -1,154股-2.91% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.55% | 0.63% | $2,180.4万 | 9.6万股 | $2,278.7万 | 10.8万股 | -1.2万股-11.02% | 减仓 |
| IiShares安硕·COREIJH |
| 0.54% | 0.66% | $2,154.5万 | 27.9万股 | $2,386.3万 | 35.3万股 | -7.4万股-20.93% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.53% | 0.53% | $2,125.0万 | 4.2万股 | $1,908.8万 | 4.0万股 | +2,634股+6.61% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.52% | 0.49% | $2,049.4万 | 25.3万股 | $1,768.8万 | 25.9万股 | -6,230股-2.40% | 减仓 |
 Meta平台META |
| 0.51% | 0.63% | $2,036.1万 | 3.6万股 | $2,253.0万 | 3.9万股 | -3,232股-8.21% | 减仓 |
| IiShares安硕·COREIJR |
| 0.5% | 0.6% | $2,002.2万 | 13.5万股 | $2,166.2万 | 17.4万股 | -3.9万股-22.53% | 减仓 |
 摩根大通JPM |
| 0.45% | 0.45% | $1,790.9万 | 5.5万股 | $1,604.1万 | 5.5万股 | +181股+0.33% | 加仓 |
 礼来LLY |
| 0.44% | 0.47% | $1,762.7万 | 1.5万股 | $1,685.0万 | 1.8万股 | -3,624股-19.78% | 减仓 |
 CrowdStrikeCRWD |
| 0.44% | 0.21% | $1,743.6万 | 2.3万股 | $740.6万 | 1.9万股 | +3,878股+20.44% | 加仓 |
 特斯拉TSLA |
| 0.43% | 0.43% | $1,709.3万 | 4.1万股 | $1,562.9万 | 4.2万股 | -1,401股-3.33% | 减仓 |
| IiShares黄金信托IAU |
| 0.42% | 0.55% | $1,665.9万 | 22.1万股 | $1,991.1万 | 22.6万股 | -5,229股-2.32% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.41% | 0.36% | $1,648.8万 | 8.7万股 | $1,289.3万 | 9.7万股 | -1.0万股-10.79% | 减仓 |
| SSPDR黄金信托GLD |
| 0.41% | 0.56% | $1,623.5万 | 4.4万股 | $2,005.9万 | 4.7万股 | -2,546股-5.46% | 减仓 |
 VanEck ETF信托SMH |
| 0.41% | 0.26% | $1,618.6万 | 2.5万股 | $935.6万 | 2.4万股 | +274股+1.12% | 加仓 |
 强生JNJ |
| 0.4% | 0.38% | $1,575.4万 | 6.2万股 | $1,376.0万 | 5.6万股 | +5,738股+10.19% | 加仓 |
| V先锋领航指数基金VTV |
| 0.39% | 0.39% | $1,543.0万 | 7.1万股 | $1,416.9万 | 7.2万股 | -1,413股-1.96% | 减仓 |
| IiShares安硕信托IDV |
| 0.38% | 0.43% | $1,528.5万 | 36.9万股 | $1,552.4万 | 36.5万股 | +4,179股+1.15% | 加仓 |
| S嘉信·USSCHX |
| 0.38% | 0.37% | $1,494.3万 | 50.8万股 | $1,340.8万 | 52.3万股 | -1.5万股-2.91% | 减仓 |
 好市多COST |
| 0.37% | 0.41% | $1,471.5万 | 1.6万股 | $1,478.5万 | 1.5万股 | +892股+6.01% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.37% | 0.44% | $1,464.2万 | 28.7万股 | $1,573.4万 | 30.9万股 | -2.2万股-7.12% | 减仓 |
| PPacer基金信托COWZ |
| 0.36% | 0.41% | $1,429.8万 | 23.0万股 | $1,478.3万 | 23.6万股 | -6,429股-2.72% | 减仓 |
 艾伯维ABBV |
| 0.35% | 0.34% | $1,408.8万 | 5.6万股 | $1,235.9万 | 5.7万股 | -840股-1.48% | 减仓 |
 雪佛龙CVX |
| 0.35% | 0.44% | $1,375.7万 | 8.3万股 | $1,572.3万 | 7.6万股 | +6,998股+9.21% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 0.35% | 0.33% | $1,372.9万 | 31.8万股 | $1,185.7万 | 30.1万股 | +1.8万股+5.84% | 加仓 |
 沃尔玛WMT |
| 0.34% | 0.4% | $1,333.5万 | 11.8万股 | $1,444.0万 | 11.6万股 | +1,555股+1.34% | 加仓 |
| IiShares安硕信托IMCG |
| 0.32% | 0.28% | $1,287.6万 | 13.1万股 | $1,023.1万 | 13.0万股 | +1,096股+0.84% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.32% | 0.35% | $1,280.5万 | 24.4万股 | $1,256.8万 | 23.9万股 | +5,210股+2.18% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.32% | 0.33% | $1,260.6万 | 34.5万股 | $1,181.0万 | 35.0万股 | -4,635股-1.33% | 减仓 |
