 英伟达NVDA |
| 11.29% | 10.93% | $5,814.6万 | 29.1万股 | $5,069.2万 | 29.1万股 | -64股-0.02% | 减仓 |
| SSPDR标普500 ETFSPY |
| 9.19% | 8.89% | $4,731.1万 | 6.3万股 | $4,125.0万 | 6.3万股 | -75股-0.12% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 8.27% | 7.5% | $4,259.4万 | 125.9万股 | $3,478.3万 | 119.4万股 | +6.5万股+5.41% | 加仓 |
 亚马逊AMZN |
| 5.27% | 5.12% | $2,715.0万 | 11.4万股 | $2,374.9万 | 11.4万股 | -119股-0.10% | 减仓 |
| V先锋领航全球基金VGT |
| 4.29% | 3.34% | $2,207.1万 | 18.5万股 | $1,547.8万 | 2.2万股 | +16.2万股+732.46% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 3.83% | 3.68% | $1,973.2万 | 15.9万股 | $1,707.3万 | 4.0万股 | +11.9万股+296.89% | 加仓 |
| S道富SPYM |
| 3.47% | 3.78% | $1,785.4万 | 20.3万股 | $1,755.4万 | 22.9万股 | -2.6万股-11.41% | 减仓 |
| I景顺QQQ信托VOO |
| 2.26% | 2.04% | $1,162.4万 | 1.6万股 | $944.4万 | 1.6万股 | -578股-3.53% | 减仓 |
| I景顺·BUYBACK ACHIEVERS ETFPKW |
| 2.24% | 2.34% | $1,153.6万 | 8.1万股 | $1,083.5万 | 8.3万股 | -1,118股-1.35% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 2.1% | 3.02% | $1,080.4万 | 19.1万股 | $1,400.6万 | 24.7万股 | -5.6万股-22.59% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 1.99% | 2.06% | $1,022.3万 | 15.1万股 | $956.9万 | 15.0万股 | +1,551股+1.04% | 加仓 |
| GGlobal X基金AIQ |
| 1.82% | 1.44% | $936.9万 | 14.3万股 | $666.8万 | 14.3万股 | -83股-0.06% | 减仓 |
| S嘉信策略信托SCHD |
| 1.76% | 1.89% | $905.5万 | 28.6万股 | $876.2万 | 28.6万股 | -25股-0.01% | 减仓 |
| GGlobal X基金CLIP |
| 1.7% | 2.25% | $872.9万 | 8.7万股 | $1,044.2万 | 10.4万股 | -1.7万股-16.39% | 减仓 |
| IiShares安硕信托SHYG |
| 1.69% | 1.6% | $870.3万 | 20.5万股 | $741.3万 | 17.5万股 | +3.0万股+17.13% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.51% | 1.65% | $775.4万 | 9.8万股 | $764.1万 | 9.6万股 | +1,727股+1.79% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.43% | 1.41% | $734.1万 | 21.1万股 | $656.1万 | 21.5万股 | -4,205股-1.95% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 1.41% | 1.32% | $726.4万 | 5.7万股 | $610.3万 | 5.6万股 | +1,197股+2.15% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 1.36% | 1.31% | $701.5万 | 6.6万股 | $607.7万 | 6.5万股 | +1,154股+1.78% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 1.3% | 1.29% | $670.0万 | 1.3万股 | $596.5万 | 1.3万股 | -52股-0.40% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.22% | 1.26% | $627.3万 | 1.3万股 | $586.3万 | 1.2万股 | +301股+2.46% | 加仓 |
| J骏利亨德森JAAA |
| 1.21% | 1.32% | $623.0万 | 12.3万股 | $611.9万 | 12.1万股 | +1,896股+1.56% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.18% | 1.45% | $607.4万 | 26.3万股 | $672.3万 | 29.0万股 | -2.7万股-9.29% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.09% | 0.97% | $558.8万 | 1.6万股 | $450.5万 | 1.6万股 | +111股+0.71% | 加仓 |
| B贝莱德ETF信托DYNF |
| 1.04% | 0.89% | $537.4万 | 7.9万股 | $414.5万 | 7.1万股 | +7,766股+10.90% | 加仓 |
| S嘉信策略信托SCHF |
| 1.04% | 1.02% | $535.0万 | 19.3万股 | $474.2万 | 19.2万股 | +1,548股+0.81% | 加仓 |
 好市多COST |
| 0.97% | 1.1% | $497.4万 | 5,317股 | $509.9万 | 5,117股 | +200股+3.91% | 加仓 |
| V先锋领航指数基金VXF |
| 0.95% | 0.91% | $490.5万 | 2.0万股 | $423.3万 | 2.1万股 | -645股-3.14% | 减仓 |
| PPACER FDS TR TRENDP US LAR CPPTLC |
| 0.93% | 0.91% | $478.1万 | 8.2万股 | $423.7万 | 8.1万股 | +1,304股+1.61% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.81% | 0.08% | $418.0万 | 6.8万股 | $39.0万 | 7,016股 | +6.1万股+869.28% | 加仓 |
 微软MSFT |
| 0.78% | 0.88% | $400.0万 | 1.1万股 | $406.4万 | 1.1万股 | -256股-2.33% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.77% | 0.67% | $398.9万 | 3.3万股 | $309.2万 | 3.1万股 | +1,981股+6.42% | 加仓 |
 苹果AAPL |
| 0.76% | 0.74% | $392.5万 | 1.4万股 | $344.2万 | 1.4万股 | +2股+0.01% | 加仓 |
| C资本集团股息价值CCBG |
| 0.68% | 0.64% | $351.8万 | 7.1万股 | $298.7万 | 7.0万股 | +1,179股+1.68% | 加仓 |
 博通AVGO |
| 0.68% | 0.61% | $349.2万 | 9,243股 | $283.8万 | 9,168股 | +75股+0.82% | 加仓 |
| IiShares安硕信托USMV |
| 0.65% | 1.18% | $335.4万 | 3.5万股 | $549.2万 | 5.9万股 | -2.4万股-41.29% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.65% | 0.14% | $332.2万 | 6.9万股 | $65.8万 | 1.4万股 | +5.5万股+401.24% | 加仓 |
| S嘉信策略信托SCHC |
| 0.59% | 0.55% | $302.5万 | 5.7万股 | $254.3万 | 5.2万股 | +5,353股+10.30% | 加仓 |
| F富达Covington信托FESM |
| 0.57% | 0.09% | $291.7万 | 6.0万股 | $40.6万 | 1.1万股 | +5.0万股+464.98% | 加仓 |
 家得宝HD |
| 0.55% | 0.6% | $283.2万 | 8,029股 | $277.5万 | 8,438股 | -409股-4.85% | 减仓 |
 摩根大通JPM |
| 0.54% | 0.54% | $278.2万 | 8,500股 | $250.0万 | 8,500股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVLV |
| 0.54% | 0.52% | $277.9万 | 3.0万股 | $241.3万 | 3.0万股 | +527股+1.76% | 加仓 |
| V先锋领航指数基金VBK |
| 0.51% | 0.5% | $262.0万 | 7,165股 | $230.3万 | 7,618股 | -453股-5.95% | 减仓 |
 Meta平台META |
| 0.5% | 0.57% | $259.3万 | 4,604股 | $264.6万 | 4,624股 | -20股-0.43% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.49% | 0.06% | $253.8万 | 8.2万股 | $28.5万 | 1.0万股 | +7.1万股+698.07% | 加仓 |
| G通用动力VTI |
| 0.49% | 0.47% | $251.9万 | 6,809股 | $219.3万 | 6,837股 | -28股-0.41% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.49% | — | $250.6万 | 8,273股 | $0 | 0股 | +8,273股 | 新买入 |
| V先锋领航·SMALLVBR |
| 0.45% | 0.45% | $231.5万 | 9,529股 | $208.3万 | 9,590股 | -61股-0.64% | 减仓 |
| I景顺交易所交易基金信托XLG |
| 0.42% | — | $218.6万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 VisaV |
| 0.41% | 0.4% | $210.3万 | 6,130股 | $185.3万 | 6,130股 | 00.00% | 持仓不变 |
