| IiShares安硕信托IXUS |
| 18.57% | 19.23% | $5,927.7万 | 62.1万股 | $5,411.7万 | 62.5万股 | -3,522股-0.56% | 减仓 |
| SSPDR标普500 ETFSPY |
| 14.48% | 14.19% | $4,623.0万 | 6.2万股 | $3,992.9万 | 6.1万股 | +509股+0.83% | 加仓 |
| SSPDR行业精选信托XLK |
| 10.34% | 8.47% | $3,299.7万 | 17.3万股 | $2,384.1万 | 17.9万股 | -6,195股-3.45% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 9.16% | 8.86% | $2,924.7万 | 13.7万股 | $2,492.5万 | 13.0万股 | +7,587股+5.84% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 7.37% | 7.14% | $2,353.0万 | 3.3万股 | $2,008.7万 | 3.3万股 | +886股+2.72% | 加仓 |
| GGlobal X基金PFFD |
| 6.1% | 6.48% | $1,948.9万 | 104.3万股 | $1,822.4万 | 99.0万股 | +5.2万股+5.29% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 5.99% | 6.12% | $1,913.0万 | 27.4万股 | $1,723.6万 | 27.6万股 | -2,313股-0.84% | 减仓 |
| S嘉信·USSCHA |
| 4.36% | 4.1% | $1,393.1万 | 38.6万股 | $1,152.5万 | 39.6万股 | -1.1万股-2.71% | 减仓 |
 空气化工APD |
| 3.47% | 4.32% | $1,107.4万 | 3.8万股 | $1,217.0万 | 4.2万股 | -4,124股-9.84% | 减仓 |
| S嘉信策略信托SCHM |
| 3.43% | 3.51% | $1,095.8万 | 29.7万股 | $987.9万 | 31.9万股 | -2.2万股-6.86% | 减仓 |
| A美国世纪ETF信托AVMC |
| 2.81% | 2.71% | $896.4万 | 11.2万股 | $762.4万 | 10.6万股 | +6,171股+5.85% | 加仓 |
 苹果AAPL |
| 2.69% | 2.7% | $859.4万 | 3.0万股 | $758.8万 | 3.0万股 | -200股-0.67% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.4% | 1.52% | $446.6万 | 8,925股 | $427.7万 | 8,925股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VGK |
| 1.25% | 1.62% | $400.1万 | 4.5万股 | $456.9万 | 5.5万股 | -1.0万股-18.48% | 减仓 |
 英伟达NVDA |
| 0.73% | 0.72% | $233.0万 | 1.2万股 | $202.1万 | 1.2万股 | +59股+0.51% | 加仓 |
 亚马逊AMZN |
| 0.66% | 0.68% | $212.1万 | 8,901股 | $190.9万 | 9,166股 | -265股-2.89% | 减仓 |
 C3.ai Inc Ordinary Shares - Class AAI |
| 0.63% | 0.66% | $201.9万 | 22.2万股 | $187.0万 | 22.2万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.3% | 0.31% | $96.8万 | 2,956股 | $86.8万 | 2,952股 | +4股+0.14% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.26% | 0.25% | $82.1万 | 3,336股 | $69.4万 | 3,336股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.24% | 0.22% | $77.4万 | 2,191股 | $62.8万 | 2,191股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.24% | 0.36% | $76.3万 | 1.1万股 | $101.9万 | 1.1万股 | +80股+0.75% | 加仓 |
 家得宝HD |
| 0.22% | 0.23% | $68.8万 | 1,951股 | $64.2万 | 1,951股 | 00.00% | 持仓不变 |
| IiShares安硕信托PFF |
| 0.18% | 0.2% | $59.0万 | 1.9万股 | $55.6万 | 1.8万股 | +1,011股+5.51% | 加仓 |
 Meta平台META |
| 0.18% | 0.19% | $58.9万 | 1,046股 | $54.1万 | 946股 | +100股+10.57% | 加仓 |
| V先锋领航指数基金VOO |
| 0.18% | 0.16% | $57.3万 | 778股 | $44.3万 | 768股 | +10股+1.30% | 加仓 |
 NUVEEN SELECT TAXFREE INNXP |
| 0.18% | 0.15% | $56.9万 | 4.0万股 | $42.9万 | 3.0万股 | +9,900股+33.15% | 加仓 |
| IiShares TR Global Finls ETFIXG |
| 0.17% | 0.18% | $54.6万 | 4,385股 | $52.0万 | 4,560股 | -175股-3.84% | 减仓 |
| S道富XLI |
| 0.16% | 0.16% | $52.6万 | 2,840股 | $46.4万 | 2,870股 | -30股-1.05% | 减仓 |
 微软MSFT |
| 0.16% | 0.19% | $51.1万 | 1,371股 | $53.5万 | 1,446股 | -75股-5.19% | 减仓 |
 谷歌AGOOGL |
| 0.16% | 0.16% | $50.2万 | 1,406股 | $44.3万 | 1,541股 | -135股-8.76% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.16% | 0.17% | $50.0万 | 9,332股 | $47.1万 | 9,549股 | -217股-2.27% | 减仓 |
 强生JNJ |
| 0.15% | 0.17% | $48.9万 | 1,927股 | $47.1万 | 1,927股 | 00.00% | 持仓不变 |
 EATON VANCE TAX-MANAGED GLOBETW |
| 0.15% | 0.16% | $48.8万 | 5.1万股 | $44.4万 | 5.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.15% | 0.13% | $48.7万 | 1,931股 | $35.6万 | 1,961股 | -30股-1.53% | 减仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.15% | 0.13% | $48.6万 | 7,537股 | $35.7万 | 7,890股 | -353股-4.47% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.15% | 0.16% | $46.6万 | 3,976股 | $43.9万 | 4,024股 | -48股-1.19% | 减仓 |
| EENERGY TRANSFER L PET |
| 0.14% | 0.16% | $45.5万 | 2.4万股 | $45.9万 | 2.4万股 | +10股+0.04% | 加仓 |
 ORION S.A. COMOEC |
| 0.14% | 0.15% | $43.2万 | 6.5万股 | $42.4万 | 6.5万股 | 00.00% | 持仓不变 |
| F富达·COMWLTH TRONEQ |
| 0.12% | 0.11% | $38.6万 | 3,737股 | $31.7万 | 3,737股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.12% | 0.11% | $36.9万 | 2,972股 | $31.7万 | 743股 | +2,229股+300.00% | 加仓 |
| EEA SERIES TRUSTAFOS |
| 0.11% | 0.1% | $36.4万 | 7,813股 | $28.2万 | 7,799股 | +14股+0.18% | 加仓 |
| IiShares安硕·GLOBALIXP |
| 0.11% | 0.13% | $35.9万 | 3,185股 | $36.2万 | 3,155股 | +30股+0.95% | 加仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHPI |
| 0.11% | — | $35.2万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 迪士尼DIS |
| 0.11% | 0.12% | $34.2万 | 3,557股 | $34.8万 | 3,607股 | -50股-1.39% | 减仓 |
 VisaV |
| 0.11% | 0.11% | $33.6万 | 980股 | $30.5万 | 1,010股 | -30股-2.97% | 减仓 |
| S嘉信策略信托SCHD |
| 0.1% | 0.11% | $33.0万 | 1.0万股 | $31.4万 | 1.0万股 | +176股+1.72% | 加仓 |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 0.1% | — | $32.5万 | 6,401股 | $0 | 0股 | +6,401股 | 新买入 |
| IiShares安硕信托IVV |
| 0.1% | 0.1% | $31.5万 | 420股 | $27.4万 | 420股 | 00.00% | 持仓不变 |
 阿斯利康AZN |
| 0.1% | 0.12% | $31.3万 | 1,649股 | $32.5万 | 1,649股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.09% | — | $29.6万 | 2,123股 | $0 | 0股 | +2,123股 | 新买入 |
