| S道富SPYM |
| 6.95% | 6.45% | $2.65亿 | 301.0万股 | $2.02亿 | 264.0万股 | +37.0万股+14.02% | 加仓 |
 英伟达NVDA |
| 3.9% | 4.12% | $1.49亿 | 74.3万股 | $1.29亿 | 74.1万股 | +1,294股+0.17% | 加仓 |
| WWisdomTree信托DGRW |
| 3.64% | 3.41% | $1.39亿 | 145.1万股 | $1.07亿 | 121.6万股 | +23.5万股+19.34% | 加仓 |
| AAMERICAN CENTY ETF TR US QUALITY GROWQGRO |
| 3.55% | 3.17% | $1.35亿 | 114.7万股 | $9,940.9万 | 94.6万股 | +20.0万股+21.13% | 加仓 |
 苹果AAPL |
| 3.39% | 3.67% | $1.29亿 | 44.7万股 | $1.15亿 | 45.3万股 | -6,594股-1.45% | 减仓 |
 应用材料AMAT |
| 2.08% | 1.28% | $7,934.8万 | 11.0万股 | $3,996.9万 | 13.4万股 | -2.4万股-18.24% | 减仓 |
| C资本集团全球股票CGGE |
| 1.83% | 1.54% | $6,988.5万 | 198.3万股 | $4,812.7万 | 157.8万股 | +40.5万股+25.68% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 1.59% | 1.55% | $6,072.5万 | 112.4万股 | $4,859.5万 | 102.2万股 | +10.2万股+9.93% | 加仓 |
| F富兰克林邓普顿ETF信托YLDE |
| 1.58% | 1.58% | $6,020.6万 | 104.0万股 | $4,938.2万 | 89.9万股 | +14.1万股+15.70% | 加仓 |
 亚马逊AMZN |
| 1.58% | 1.65% | $6,003.5万 | 25.2万股 | $5,171.7万 | 24.9万股 | +3,431股+1.38% | 加仓 |
| V先锋领航指数基金VOO |
| 1.34% | 1.96% | $5,104.2万 | 7.4万股 | $6,143.8万 | 10.3万股 | -2.9万股-27.72% | 减仓 |
| IiShares安硕信托IQLT |
| 1.23% | 1.21% | $4,684.9万 | 94.5万股 | $3,775.1万 | 81.7万股 | +12.9万股+15.79% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 1.23% | 1.24% | $4,667.9万 | 87.3万股 | $3,896.1万 | 72.5万股 | +14.8万股+20.42% | 加仓 |
| C资本集团固定收益ETF信托CGCB |
| 1.15% | — | $4,362.5万 | 166.6万股 | $0 | 0股 | +166.6万股 | 新买入 |
| F富达·MERRIMACK STR TRFBND |
| 1.09% | 1.11% | $4,149.6万 | 91.2万股 | $3,461.8万 | 75.9万股 | +15.3万股+20.21% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.07% | 1.08% | $4,079.1万 | 10.8万股 | $3,393.7万 | 12.3万股 | -1.5万股-12.20% | 减仓 |
 博通AVGO |
| 1.04% | 1.01% | $3,950.6万 | 10.5万股 | $3,153.7万 | 10.2万股 | +2,596股+2.54% | 加仓 |
| I景顺QQQ信托VOO |
| 1.01% | 1.12% | $3,843.1万 | 6.6万股 | $3,515.3万 | 8.4万股 | -1.8万股-21.19% | 减仓 |
 泛林集团LRCX |
| 0.95% | 0.66% | $3,623.8万 | 8.4万股 | $2,081.8万 | 13.1万股 | -4.7万股-35.95% | 减仓 |
| IiShares安硕信托SGOV |
| 0.94% | 0.8% | $3,580.4万 | 35.6万股 | $2,497.7万 | 24.8万股 | +10.8万股+43.34% | 加仓 |
| V先锋领航·MIDVO |
| 0.89% | 1.36% | $3,396.5万 | 42.2万股 | $4,264.0万 | 14.8万股 | +27.3万股+183.91% | 加仓 |
 谷歌AGOOGL |
| 0.85% | 0.74% | $3,219.4万 | 9.1万股 | $2,319.3万 | 8.2万股 | +9,530股+11.69% | 加仓 |
| IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF |
| 0.84% | 0.76% | $3,205.1万 | 43.8万股 | $2,390.2万 | 39.6万股 | +4.2万股+10.61% | 加仓 |
 AMD超威AMD |
| 0.83% | 0.4% | $3,174.8万 | 5.5万股 | $1,237.8万 | 6.1万股 | -6,197股-10.18% | 减仓 |
 微软MSFT |
| 0.83% | 1.05% | $3,151.0万 | 8.4万股 | $3,280.6万 | 8.9万股 | -4,151股-4.68% | 减仓 |
| F富兰克林·INCOME FOCUS ETFINCM |
| 0.81% | 0.73% | $3,100.4万 | 107.4万股 | $2,287.0万 | 79.5万股 | +27.9万股+35.07% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.81% | 0.79% | $3,095.7万 | 8.8万股 | $2,487.9万 | 8.7万股 | +886股+1.02% | 加仓 |
| IINVESCO CEF INCOME COMPOSITE ETFPCEF |
| 0.78% | 0.69% | $2,968.8万 | 146.2万股 | $2,153.1万 | 114.4万股 | +31.8万股+27.77% | 加仓 |
| IINVESCO S&P SMALLCAP QUALITY ETFXSHQ |
| 0.72% | 0.79% | $2,758.3万 | 57.0万股 | $2,481.6万 | 58.9万股 | -1.8万股-3.09% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.72% | 0.78% | $2,753.2万 | 5.5万股 | $2,456.1万 | 5.1万股 | +3,767股+7.35% | 加仓 |
| B贝莱德·ETF TRUST IIINMU |
| 0.72% | 0.76% | $2,745.1万 | 113.2万股 | $2,378.5万 | 99.5万股 | +13.7万股+13.80% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 0.72% | 0.76% | $2,723.6万 | 53.8万股 | $2,395.2万 | 47.9万股 | +5.9万股+12.22% | 加仓 |
 礼来LLY |
| 0.69% | 0.5% | $2,620.0万 | 2.2万股 | $1,571.6万 | 1.8万股 | +4,817股+27.50% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.67% | 0.68% | $2,567.2万 | 48.8万股 | $2,141.0万 | 41.0万股 | +7.8万股+18.97% | 加仓 |
| C资本集团固定收益ETF信托CGMU |
| 0.66% | 0.66% | $2,521.7万 | 91.8万股 | $2,064.4万 | 76.0万股 | +15.8万股+20.73% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.63% | 0.63% | $2,411.7万 | 90.9万股 | $1,982.9万 | 75.7万股 | +15.3万股+20.16% | 加仓 |
| IiShares安硕·INTERNATIONAL SMALLCAP EQUITY FACTOR ETFISCF |
| 0.57% | 0.51% | $2,165.0万 | 50.0万股 | $1,603.0万 | 38.4万股 | +11.7万股+30.38% | 加仓 |
 特斯拉TSLA |
| 0.55% | 0.47% | $2,084.2万 | 5.0万股 | $1,480.2万 | 4.0万股 | +9,737股+24.45% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.53% | 0.42% | $2,008.4万 | 10.5万股 | $1,313.1万 | 9.9万股 | +6,609股+6.69% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.5% | 0.51% | $1,900.2万 | 23.0万股 | $1,596.3万 | 3.9万股 | +19.1万股+487.40% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.46% | 0.5% | $1,752.8万 | 21.4万股 | $1,563.0万 | 22.0万股 | -6,500股-2.95% | 减仓 |
| DDimensional维度·USDFUV |
| 0.45% | 0.49% | $1,726.6万 | 31.4万股 | $1,550.3万 | 32.0万股 | -6,056股-1.89% | 减仓 |
| EEQUIPMENTSHARE COMEQPT |
| 0.45% | — | $1,702.5万 | 86.6万股 | $0 | 0股 | +86.6万股 | 新买入 |
 好市多COST |
| 0.44% | 0.47% | $1,664.9万 | 1.8万股 | $1,471.4万 | 1.5万股 | +3,031股+20.53% | 加仓 |
 GE航空GE |
| 0.43% | 0.38% | $1,638.6万 | 4.4万股 | $1,200.3万 | 4.2万股 | +2,120股+5.01% | 加仓 |
 摩根大通JPM |
| 0.43% | 0.44% | $1,626.3万 | 5.0万股 | $1,371.4万 | 4.7万股 | +3,066股+6.58% | 加仓 |
 卡特彼勒CAT |
| 0.42% | 0.33% | $1,605.2万 | 1.5万股 | $1,048.8万 | 1.5万股 | +373股+2.50% | 加仓 |
| I景顺自营指数基金BSJR |
| 0.42% | 0.69% | $1,593.8万 | 71.3万股 | $2,146.2万 | 96.0万股 | -24.6万股-25.67% | 减仓 |
| SSPDR黄金信托GLD |
| 0.41% | 0.35% | $1,561.8万 | 4.3万股 | $1,101.3万 | 2.6万股 | +1.7万股+67.33% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.38% | 0.44% | $1,446.2万 | 25.6万股 | $1,382.6万 | 24.4万股 | +1.2万股+4.97% | 加仓 |
