| S道富SPHY |
| 3.59% | 4.12% | $1,095.1万 | 46.7万股 | $1,065.1万 | 45.7万股 | +1.0万股+2.29% | 加仓 |
| IiShares安硕信托IVV |
| 3.29% | 3.34% | $1,004.1万 | 1.3万股 | $865.1万 | 1.3万股 | +163股+1.23% | 加仓 |
 博通AVGO |
| 2.91% | 3.18% | $887.7万 | 2.4万股 | $824.3万 | 2.7万股 | -3,134股-11.77% | 减仓 |
 苹果AAPL |
| 2.8% | 2.85% | $854.9万 | 3.0万股 | $737.3万 | 2.9万股 | +491股+1.69% | 加仓 |
 英伟达NVDA |
| 2.7% | 3.08% | $823.9万 | 4.1万股 | $798.1万 | 4.6万股 | -4,589股-10.03% | 减仓 |
 AMNEAL PHARMACEUTICALSAMRX |
| 2.59% | 2.15% | $789.5万 | 45.6万股 | $555.9万 | 44.7万股 | +8,891股+1.99% | 加仓 |
 谷歌AGOOGL |
| 2.57% | 2.84% | $784.3万 | 2.2万股 | $733.8万 | 2.6万股 | -3,572股-14.00% | 减仓 |
| I景顺QQQ信托VOO |
| 2.27% | 2.06% | $691.8万 | 9,394股 | $532.0万 | 9,218股 | +176股+1.91% | 加仓 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 2.14% | — | $652.9万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| AAPPLOVINAPP |
| 2.13% | 1.96% | $649.3万 | 1.3万股 | $507.8万 | 1.3万股 | -155股-1.21% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.12% | 2.07% | $648.3万 | 8,681股 | $535.2万 | 8,229股 | +452股+5.49% | 加仓 |
 安费诺APH |
| 2.11% | — | $644.4万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| V先锋领航指数基金VOO |
| 2.07% | 2.04% | $633.1万 | 9,218股 | $528.3万 | 8,842股 | +376股+4.25% | 加仓 |
| RRINGCENTRALRNG |
| 2.02% | — | $616.2万 | 15.8万股 | $0 | 0股 | +15.8万股 | 新买入 |
| G通用动力VTI |
| 2.01% | 2.05% | $612.3万 | 1.7万股 | $530.8万 | 1.7万股 | 00.00% | 持仓不变 |
 西屋制动WAB |
| 1.95% | 2.09% | $594.8万 | 2.2万股 | $541.6万 | 2.2万股 | +392股+1.81% | 加仓 |
 ICON PUB LTD COICLR |
| 1.9% | 1.14% | $579.4万 | 3.3万股 | $294.6万 | 2.7万股 | +6,732股+25.29% | 加仓 |
 RESTAURANT BRANDS INTLQSR |
| 1.87% | 2.18% | $571.1万 | 7.9万股 | $563.9万 | 7.6万股 | +2,454股+3.22% | 加仓 |
 诺华NVS |
| 1.79% | 2.07% | $546.3万 | 3.5万股 | $534.5万 | 3.5万股 | -133股-0.38% | 减仓 |
| IiShares安硕信托AGG |
| 1.75% | 2.22% | $534.8万 | 5.4万股 | $573.8万 | 5.8万股 | -3,779股-6.54% | 减仓 |
| PPJT Partners, Inc. CL APJT |
| 1.64% | 1.62% | $501.6万 | 3.3万股 | $420.5万 | 3.0万股 | +3,137股+10.42% | 加仓 |
| HHERITAGE INSURANCEHRTG |
| 1.61% | 1.85% | $492.4万 | 18.9万股 | $477.6万 | 18.2万股 | +6,876股+3.78% | 加仓 |
 希尔顿HLT |
| 1.6% | 1.7% | $489.9万 | 1.5万股 | $440.9万 | 1.5万股 | +324股+2.23% | 加仓 |
 ADOBE COMADBE |
| 1.48% | 1.42% | $452.6万 | 2.2万股 | $367.5万 | 1.5万股 | +6,958股+46.02% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.46% | 1.53% | $445.1万 | 6.2万股 | $395.9万 | 6.2万股 | +687股+1.11% | 加仓 |
 CencoraCOR |
| 1.45% | 1.83% | $442.9万 | 1.6万股 | $473.8万 | 1.5万股 | +567股+3.76% | 加仓 |
 OPEN TEXT COMOTEX |
| 1.32% | 1.17% | $404.5万 | 18.3万股 | $301.9万 | 13.6万股 | +4.7万股+34.52% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.25% | 1.44% | $382.6万 | 7.9万股 | $373.7万 | 7.8万股 | +1,221股+1.57% | 加仓 |
 LEIDOS COMLDOS |
| 1.24% | 1.92% | $377.4万 | 3.7万股 | $498.1万 | 3.2万股 | +4,620股+14.43% | 加仓 |
| IiShares安硕信托IEUR |
| 1.22% | 1.99% | $373.3万 | 5.0万股 | $515.5万 | 7.3万股 | -2.4万股-32.31% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.19% | — | $361.9万 | 8,388股 | $0 | 0股 | +8,388股 | 新买入 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.05% | 1.22% | $321.5万 | 3.9万股 | $314.8万 | 3.8万股 | +857股+2.25% | 加仓 |
 VertivVRT |
| 0.86% | 1.06% | $263.2万 | 7,862股 | $273.2万 | 1.1万股 | -3,039股-27.88% | 减仓 |
| IiShares安硕信托ICVT |
| 0.86% | 0.81% | $261.7万 | 2.1万股 | $208.7万 | 2.1万股 | +994股+4.85% | 加仓 |
 FIRST INDL RLTY TRFR |
| 0.84% | 0.92% | $256.7万 | 4.3万股 | $237.5万 | 4.2万股 | +786股+1.87% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.76% | 0.83% | $233.5万 | 2.1万股 | $213.7万 | 2.3万股 | -1,195股-5.29% | 减仓 |
| AALPS ETF信托AMLP |
| 0.76% | 0.86% | $233.2万 | 4.5万股 | $221.9万 | 4.2万股 | +2,816股+6.68% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.75% | 1.13% | $230.0万 | 2.5万股 | $291.6万 | 3.2万股 | -6,717股-21.11% | 减仓 |
| IiShares安硕信托SGOV |
| 0.73% | 0.64% | $223.3万 | 2.2万股 | $166.0万 | 1.6万股 | +5,693股+34.53% | 加仓 |
| VVANECK JPMEMLC |
| 0.7% | 0.79% | $214.5万 | 8.4万股 | $205.7万 | 8.2万股 | +2,025股+2.47% | 加仓 |
| EENCOMPASS HEALTH COMEHC |
| 0.7% | 0.66% | $213.6万 | 2.1万股 | $171.5万 | 1.8万股 | +3,395股+19.15% | 加仓 |
 艾伯维ABBV |
| 0.67% | 0.68% | $204.0万 | 8,106股 | $176.3万 | 8,106股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.66% | 0.8% | $202.9万 | 2.4万股 | $207.5万 | 3.0万股 | -5,263股-17.69% | 减仓 |
| IiShares安硕信托EFV |
| 0.62% | 0.56% | $187.9万 | 2.5万股 | $144.0万 | 1.9万股 | +5,182股+26.76% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.59% | 0.54% | $181.2万 | 6.8万股 | $140.7万 | 5.4万股 | +1.5万股+27.20% | 加仓 |
| J摩根大通·BETABUILDERSBBJP |
| 0.57% | — | $173.3万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 BANCORP DELTBBK |
| 0.57% | 0.42% | $172.5万 | 2.8万股 | $107.4万 | 2.0万股 | +7,551股+37.77% | 加仓 |
| WWisdomTree信托DGRW |
| 0.55% | 0.57% | $168.7万 | 1.8万股 | $146.6万 | 1.7万股 | +950股+5.69% | 加仓 |
| SSTATE ST SPDR EURO STOXX 50FEZ |
| 0.55% | 0.7% | $166.6万 | 2.4万股 | $180.1万 | 2.9万股 | -4,754股-16.38% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.53% | 0.35% | $163.0万 | 5,379股 | $91.0万 | 3,828股 | +1,551股+40.52% | 加仓 |
