| IiShares安硕信托IVV |
| 7.04% | 4.2% | $8,571.5万 | 11.4万股 | $4,430.0万 | 6.8万股 | +4.7万股+68.77% | 加仓 |
| SSPDR标普500 ETFSPY |
| 6.23% | 6.27% | $7,587.0万 | 10.2万股 | $6,613.5万 | 10.2万股 | -96股-0.09% | 减仓 |
| SSPDR道富系列信托SPTM |
| 5.71% | 5.6% | $6,948.9万 | 76.5万股 | $5,903.0万 | 74.7万股 | +1.9万股+2.51% | 加仓 |
| B贝莱德ETF信托DYNF |
| 4.83% | 4.59% | $5,876.8万 | 86.4万股 | $4,834.8万 | 83.1万股 | +3.3万股+3.98% | 加仓 |
| IiShares安硕信托IEFA |
| 4.24% | 5.04% | $5,162.3万 | 53.5万股 | $5,312.2万 | 58.7万股 | -5.2万股-8.91% | 减仓 |
| SSPDR道富系列信托SPYG |
| 3.99% | 3.76% | $4,855.3万 | 40.8万股 | $3,967.4万 | 40.5万股 | +2,832股+0.70% | 加仓 |
 苹果AAPL |
| 3.12% | 3.17% | $3,791.9万 | 13.1万股 | $3,340.8万 | 13.2万股 | -590股-0.45% | 减仓 |
| IiShares安硕IEMG |
| 3.1% | 3.57% | $3,772.6万 | 45.5万股 | $3,758.6万 | 53.9万股 | -8.3万股-15.49% | 减仓 |
| S道富SPYV |
| 2.76% | 3.83% | $3,355.6万 | 55.2万股 | $4,034.0万 | 71.3万股 | -16.1万股-22.58% | 减仓 |
| B贝莱德ETF信托BAI |
| 2.68% | 1.95% | $3,261.8万 | 61.9万股 | $2,052.7万 | 62.3万股 | -4,263股-0.68% | 减仓 |
| S道富SPSM |
| 1.78% | 1.72% | $2,169.7万 | 37.6万股 | $1,818.1万 | 37.6万股 | -50股-0.01% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.7% | 1.64% | $2,065.0万 | 5.8万股 | $1,732.9万 | 6.0万股 | -1,965股-3.25% | 减仓 |
| S道富SPMD |
| 1.68% | 1.66% | $2,049.7万 | 30.3万股 | $1,751.9万 | 29.6万股 | +7,559股+2.56% | 加仓 |
 亚马逊AMZN |
| 1.63% | 1.65% | $1,978.4万 | 8.3万股 | $1,734.2万 | 8.3万股 | -260股-0.31% | 减仓 |
 英伟达NVDA |
| 1.58% | 1.59% | $1,917.2万 | 9.6万股 | $1,672.3万 | 9.6万股 | -76股-0.08% | 减仓 |
| GGlobal X基金SHLD |
| 1.46% | 1.54% | $1,776.5万 | 29.8万股 | $1,619.0万 | 22.9万股 | +6.9万股+30.18% | 加仓 |
| B贝莱德ETF信托IALT |
| 1.46% | — | $1,771.1万 | 63.1万股 | $0 | 0股 | +63.1万股 | 新买入 |
| IiShares安硕信托MTUM |
| 1.33% | 1.42% | $1,621.1万 | 4.7万股 | $1,501.9万 | 6.3万股 | -1.5万股-24.44% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.29% | 1.08% | $1,573.0万 | 8.3万股 | $1,138.1万 | 8.6万股 | -3,076股-3.59% | 减仓 |
| I景顺交易所交易基金IIPZA |
| 1.29% | 0.93% | $1,566.3万 | 66.6万股 | $975.3万 | 42.4万股 | +24.1万股+56.90% | 加仓 |
 摩根大通JPM |
| 1.24% | 1.29% | $1,506.5万 | 4.6万股 | $1,362.4万 | 4.6万股 | -290股-0.63% | 减仓 |
| SSPDR道富系列信托SPTL |
| 1.22% | 2.54% | $1,487.4万 | 56.7万股 | $2,673.4万 | 101.7万股 | -44.9万股-44.21% | 减仓 |
 微软MSFT |
| 1.22% | 1.42% | $1,484.0万 | 4.0万股 | $1,494.2万 | 4.0万股 | -583股-1.44% | 减仓 |
| IiShares安硕信托GJS |
| 1.2% | 0.98% | $1,459.8万 | 64.1万股 | $1,031.0万 | 45.0万股 | +19.1万股+42.40% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 1.15% | 1.21% | $1,405.2万 | 3.6万股 | $1,280.4万 | 4.1万股 | -5,132股-12.58% | 减仓 |
| B贝莱德ETF信托BLCR |
| 1.03% | — | $1,253.3万 | 24.9万股 | $0 | 0股 | +24.9万股 | 新买入 |
 博通AVGO |
| 0.97% | 0.95% | $1,180.9万 | 3.1万股 | $996.3万 | 3.2万股 | -930股-2.89% | 减仓 |
 谷歌AGOOGL |
| 0.95% | 0.88% | $1,155.5万 | 3.2万股 | $929.9万 | 3.2万股 | -6股-0.02% | 减仓 |
 礼来LLY |
| 0.94% | 0.85% | $1,149.4万 | 9,583股 | $892.1万 | 9,699股 | -116股-1.20% | 减仓 |
| IiShares黄金信托IAU |
| 0.92% | 1.11% | $1,125.5万 | 14.9万股 | $1,171.3万 | 13.3万股 | +1.6万股+12.19% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.9% | 1.12% | $1,096.8万 | 4.5万股 | $1,178.6万 | 5.4万股 | -9,117股-16.80% | 减仓 |
| IiShares安硕信托DGRO |
| 0.88% | 0.95% | $1,071.4万 | 14.1万股 | $1,000.6万 | 14.3万股 | -1,217股-0.85% | 减仓 |
| B贝莱德ETF信托THRO |
| 0.87% | 1.27% | $1,056.0万 | 24.5万股 | $1,333.7万 | 36.8万股 | -12.3万股-33.47% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.83% | 2.32% | $1,008.6万 | 4.6万股 | $2,443.9万 | 12.7万股 | -8.1万股-63.92% | 减仓 |
| I景顺QQQ信托VOO |
| 0.81% | 0.73% | $983.7万 | 1.3万股 | $772.1万 | 1.3万股 | -19股-0.14% | 减仓 |
 雷神技术RTX |
| 0.74% | 0.87% | $895.5万 | 4.7万股 | $915.6万 | 4.7万股 | -265股-0.56% | 减仓 |
 VisaV |
| 0.7% | 0.72% | $856.9万 | 2.5万股 | $759.3万 | 2.5万股 | -147股-0.59% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.65% | 0.6% | $791.3万 | 15.6万股 | $627.7万 | 12.5万股 | +3.1万股+24.67% | 加仓 |
| S道富SPYM |
| 0.64% | 0.64% | $781.9万 | 8.9万股 | $669.9万 | 8.8万股 | +1,449股+1.66% | 加仓 |
 iShares安硕·MBSACGL |
| 0.63% | 0.44% | $762.5万 | 8.1万股 | $466.2万 | 4.9万股 | +3.2万股+64.28% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.61% | 0.67% | $741.5万 | 2.8万股 | $707.1万 | 2.9万股 | -147股-0.51% | 减仓 |
 卡特彼勒CAT |
| 0.6% | 0.43% | $736.2万 | 6,913股 | $455.2万 | 6,425股 | +488股+7.60% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.54% | 0.53% | $659.8万 | 7.7万股 | $555.5万 | 7.2万股 | +5,143股+7.14% | 加仓 |
 高盛GS |
| 0.53% | 0.51% | $644.5万 | 6,372股 | $538.0万 | 6,360股 | +12股+0.19% | 加仓 |
 艾伯维ABBV |
| 0.53% | 0.54% | $643.0万 | 2.6万股 | $570.4万 | 2.6万股 | -673股-2.57% | 减仓 |
 Meta平台META |
| 0.52% | 0.61% | $632.5万 | 1.1万股 | $648.2万 | 1.1万股 | -101股-0.89% | 减仓 |
 沃尔玛WMT |
| 0.46% | 0.59% | $562.9万 | 5.0万股 | $621.3万 | 5.0万股 | -288股-0.58% | 减仓 |
 贝莱德·INC COMBLK |
| 0.39% | 0.45% | $473.7万 | 4,926股 | $478.6万 | 4,976股 | -50股-1.00% | 减仓 |
 洛克希德马丁LMT |
| 0.38% | 0.53% | $465.9万 | 9,146股 | $558.0万 | 9,233股 | -87股-0.94% | 减仓 |
 可口可乐KO |
| 0.36% | 0.39% | $433.8万 | 5.3万股 | $414.4万 | 5.4万股 | -1,121股-2.06% | 减仓 |
