| SSPDR标普500 ETFSPY |
| 7.41% | 7.14% | $3,079.6万 | 4.1万股 | $2,546.7万 | 3.9万股 | +2,084股+5.34% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 4.87% | 4.83% | $2,021.9万 | 27股 | $1,723.5万 | 24股 | +3股+12.50% | 加仓 |
 英伟达NVDA |
| 3.83% | 3.6% | $1,591.3万 | 8.0万股 | $1,284.0万 | 7.4万股 | +5,911股+8.03% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 3.12% | 3.66% | $1,296.1万 | 14.6万股 | $1,305.9万 | 15.8万股 | -1.2万股-7.60% | 减仓 |
 摩根大通JPM |
| 2.94% | 2.49% | $1,220.6万 | 3.7万股 | $888.0万 | 3.0万股 | +7,103股+23.53% | 加仓 |
 PALO ALTOPANW |
| 2.72% | 1.83% | $1,130.5万 | 3.3万股 | $653.5万 | 4.1万股 | -7,610股-18.67% | 减仓 |
| IiShares安硕信托IWV |
| 2.59% | 2.62% | $1,074.5万 | 2.5万股 | $934.1万 | 2.5万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 2.53% | 2.11% | $1,051.0万 | 2.9万股 | $750.4万 | 2.6万股 | +3,313股+12.70% | 加仓 |
| IiShares比特币ETFIBIT |
| 2.38% | 2.89% | $990.2万 | 29.7万股 | $1,031.2万 | 26.8万股 | +2.9万股+10.82% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.24% | 1.67% | $931.0万 | 4.9万股 | $596.2万 | 4.5万股 | +4,000股+8.92% | 加仓 |
 苹果AAPL |
| 1.85% | 1.9% | $767.3万 | 2.7万股 | $677.1万 | 2.7万股 | -162股-0.61% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.84% | 1.8% | $764.8万 | 4.8万股 | $642.0万 | 4.4万股 | +4,414股+10.08% | 加仓 |
 GE VernovaGEV |
| 1.78% | 1.47% | $738.5万 | 6,283股 | $522.5万 | 5,983股 | +300股+5.01% | 加仓 |
| J摩根大通·BETABUILDERSBBJP |
| 1.76% | 1.89% | $729.9万 | 9.7万股 | $673.7万 | 9.8万股 | -840股-0.86% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.7% | 1.72% | $707.0万 | 3.3万股 | $614.9万 | 3.2万股 | +1,190股+3.71% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.55% | 1.57% | $643.1万 | 1.3万股 | $559.9万 | 1.2万股 | +1,168股+10.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.5% | 1.32% | $622.4万 | 1.8万股 | $470.9万 | 1.6万股 | +1,200股+7.31% | 加仓 |
| SSPDR黄金信托GLD |
| 1.42% | 1.73% | $590.8万 | 1.6万股 | $616.9万 | 1.4万股 | +1,700股+11.86% | 加仓 |
 高盛GS |
| 1.39% | 1.28% | $577.4万 | 5,709股 | $457.6万 | 5,409股 | +300股+5.55% | 加仓 |
 GE航空GE |
| 1.36% | 1.22% | $564.3万 | 1.5万股 | $433.5万 | 1.5万股 | -150股-0.98% | 减仓 |
 黑石集团BX |
| 1.3% | 1.65% | $540.2万 | 4.6万股 | $586.5万 | 5.1万股 | -5,100股-10.00% | 减仓 |
| IiShares安硕·ESG OPTIMIZED MSCI USA ETFTOK |
| 1.19% | 1.19% | $493.8万 | 3.2万股 | $422.7万 | 3.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.05% | 1.07% | $434.9万 | 1.8万股 | $380.0万 | 1.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITA |
| 1.02% | 1.08% | $425.8万 | 1.8万股 | $385.2万 | 1.8万股 | -43股-0.24% | 减仓 |
 雷神技术RTX |
| 0.96% | 1.13% | $397.0万 | 2.1万股 | $402.1万 | 2.1万股 | +79股+0.38% | 加仓 |
 DANAHER DEL COMDHR |
| 0.91% | 0.58% | $379.8万 | 2.0万股 | $205.5万 | 1.1万股 | +9,080股+83.96% | 加仓 |
 微软MSFT |
| 0.9% | 0.92% | $374.8万 | 1.0万股 | $327.6万 | 8,850股 | +1,199股+13.55% | 加仓 |
 默沙东MRK |
| 0.87% | 1.05% | $361.7万 | 2.8万股 | $375.0万 | 3.1万股 | -3,000股-9.69% | 减仓 |
 联合健康UNH |
| 0.87% | 0.51% | $361.3万 | 8,694股 | $181.1万 | 6,694股 | +2,000股+29.88% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.87% | 0.98% | $360.8万 | 3.2万股 | $349.8万 | 3.3万股 | -875股-2.69% | 减仓 |
 台积电TSM |
| 0.84% | 0.71% | $349.7万 | 7,307股 | $251.8万 | 7,431股 | -124股-1.67% | 减仓 |
 博通AVGO |
| 0.83% | 0.71% | $345.9万 | 9,156股 | $253.7万 | 8,197股 | +959股+11.70% | 加仓 |
 Meta平台META |
| 0.81% | 0.96% | $338.0万 | 6,000股 | $343.3万 | 6,000股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLF |
| 0.8% | 0.85% | $331.4万 | 6.2万股 | $301.3万 | 6.1万股 | +800股+1.31% | 加仓 |
| S道富XLI |
| 0.78% | 0.79% | $325.4万 | 1.8万股 | $283.0万 | 1.8万股 | +70股+0.40% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.78% | 0.8% | $323.1万 | 6,169股 | $286.4万 | 6,169股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 0.73% | 1.13% | $303.5万 | 1.4万股 | $402.6万 | 1.8万股 | -4,255股-23.89% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.72% | — | $299.7万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| V先锋领航·FSTEVWO |
| 0.72% | 0.76% | $299.0万 | 5.0万股 | $270.8万 | 5.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.7% | 0.71% | $290.7万 | 7,100股 | $253.2万 | 7,100股 | 00.00% | 持仓不变 |
| IiShares安硕信托DSI |
| 0.69% | 0.68% | $284.8万 | 2.0万股 | $242.4万 | 2.0万股 | 00.00% | 持仓不变 |
| PPacer·DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETFICOW |
| 0.66% | 0.79% | $275.1万 | 6.6万股 | $280.4万 | 6.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IOO |
| 0.66% | 0.17% | $274.2万 | 2.0万股 | $61.4万 | 5,076股 | +1.5万股+295.51% | 加仓 |
| VVanEck ETF信托GDX |
| 0.64% | 0.91% | $267.1万 | 3.5万股 | $324.9万 | 3.5万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCIQUAL |
| 0.63% | 0.65% | $263.3万 | 1.2万股 | $230.2万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.63% | 0.5% | $261.1万 | 1.2万股 | $179.5万 | 8,500股 | +3,000股+35.29% | 加仓 |
 CINTAS COMCTAS |
| 0.62% | 0.68% | $257.4万 | 1.5万股 | $242.8万 | 1.4万股 | +777股+5.41% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.62% | 1% | $256.4万 | 4.8万股 | $355.6万 | 5.8万股 | -9,760股-16.82% | 减仓 |
| IiShares安硕·ESGEFA |
| 0.57% | 0.62% | $236.5万 | 2.3万股 | $219.9万 | 2.3万股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYMI |
| 0.56% | 0.63% | $232.0万 | 2.4万股 | $223.1万 | 2.4万股 | -42股-0.18% | 减仓 |
