| SSPDR标普500 ETFSPY |
| 20.81% | 20.21% | $1.28亿 | 17.1万股 | $1.12亿 | 17.3万股 | -1,123股-0.65% | 减仓 |
| IiShares安硕信托IWV |
| 20.3% | 19.65% | $1.25亿 | 29.3万股 | $1.09亿 | 29.4万股 | -1,422股-0.48% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 11.66% | 11.59% | $7,171.6万 | 94.2万股 | $6,436.8万 | 94.0万股 | +2,177股+0.23% | 加仓 |
| SSPDR道富系列信托SPYG |
| 7.53% | 6.85% | $4,629.5万 | 38.9万股 | $3,804.3万 | 38.9万股 | +512股+0.13% | 加仓 |
| I景顺自营指数基金BSCQ |
| 5.51% | 5.99% | $3,386.8万 | 173.5万股 | $3,325.4万 | 170.3万股 | +3.2万股+1.87% | 加仓 |
| I景顺自营指数基金BSCS |
| 5.46% | 5.95% | $3,355.0万 | 164.7万股 | $3,303.1万 | 161.7万股 | +3.0万股+1.86% | 加仓 |
| I景顺自营指数基金BSCU |
| 5.01% | 5.44% | $3,081.1万 | 185.1万股 | $3,018.9万 | 180.6万股 | +4.5万股+2.51% | 加仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 4.83% | 5.26% | $2,969.9万 | 159.9万股 | $2,921.7万 | 156.6万股 | +3.3万股+2.12% | 加仓 |
| I景顺自营指数基金BSCR |
| 4.3% | 4.65% | $2,644.4万 | 134.8万股 | $2,582.0万 | 131.6万股 | +3.2万股+2.47% | 加仓 |
 英伟达NVDA |
| 0.79% | 0.58% | $483.9万 | 2.4万股 | $323.8万 | 1.9万股 | +5,613股+30.23% | 加仓 |
 苹果AAPL |
| 0.73% | 0.69% | $447.4万 | 1.5万股 | $381.9万 | 1.5万股 | +413股+2.74% | 加仓 |
| IiShares安硕信托IBDS |
| 0.64% | 0.72% | $396.1万 | 16.4万股 | $401.9万 | 16.6万股 | -2,275股-1.37% | 减仓 |
 特斯拉TSLA |
| 0.56% | 0.55% | $341.5万 | 8,119股 | $304.8万 | 8,200股 | -81股-0.99% | 减仓 |
 亚马逊AMZN |
| 0.52% | 0.51% | $320.0万 | 1.3万股 | $282.2万 | 1.4万股 | -125股-0.92% | 减仓 |
 谷歌AGOOGL |
| 0.5% | 0.53% | $308.1万 | 8,621股 | $296.2万 | 1.0万股 | -1,679股-16.30% | 减仓 |
| SSPDR道富系列信托BIL |
| 0.45% | 0.44% | $276.4万 | 3.0万股 | $245.3万 | 2.7万股 | +3,392股+12.67% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 0.44% | 0.51% | $267.6万 | 4,338股 | $284.9万 | 7,228股 | -2,890股-39.98% | 减仓 |
 沃尔玛WMT |
| 0.41% | 0.5% | $254.1万 | 2.2万股 | $280.1万 | 2.3万股 | -103股-0.46% | 减仓 |
 摩根士丹利MS |
| 0.41% | 0.36% | $249.6万 | 1.2万股 | $198.8万 | 1.2万股 | -142股-1.18% | 减仓 |
 迈威尔MRVL |
| 0.4% | 0.31% | $245.9万 | 8,254股 | $171.0万 | 1.7万股 | -9,006股-52.18% | 减仓 |
 Meta平台META |
| 0.4% | 0.45% | $243.2万 | 4,317股 | $248.2万 | 4,339股 | -22股-0.51% | 减仓 |
| V先锋领航指数基金VOO |
| 0.39% | 0.35% | $237.6万 | 3,460股 | $191.9万 | 3,211股 | +249股+7.75% | 加仓 |
 微软MSFT |
| 0.39% | 0.34% | $237.0万 | 6,353股 | $188.7万 | 5,098股 | +1,255股+24.62% | 加仓 |
 摩根大通JPM |
| 0.36% | 0.36% | $221.4万 | 6,765股 | $201.4万 | 6,848股 | -83股-1.21% | 减仓 |
| BBANK OF AMERBAC |
| 0.36% | 0.34% | $218.7万 | 3.8万股 | $187.3万 | 3.8万股 | -42股-0.11% | 减仓 |
 TwilioTWLO |
| 0.32% | 0.22% | $199.8万 | 9,684股 | $123.6万 | 9,820股 | -136股-1.38% | 减仓 |
 应用材料AMAT |
| 0.32% | — | $197.0万 | 2,725股 | $0 | 0股 | +2,725股 | 新买入 |
 VisaV |
| 0.32% | 0.31% | $195.1万 | 5,686股 | $174.4万 | 5,770股 | -84股-1.46% | 减仓 |
 阿斯利康AZN |
| 0.29% | — | $175.9万 | 9,279股 | $0 | 0股 | +9,279股 | 新买入 |
 嘉信理财SCHW |
| 0.28% | 0.32% | $172.0万 | 1.9万股 | $177.8万 | 1.9万股 | -277股-1.46% | 减仓 |
 REPUBLIC SVCSRSG |
| 0.28% | 0.32% | $170.7万 | 8,012股 | $178.1万 | 8,133股 | -121股-1.49% | 减仓 |
 雪佛龙CVX |
| 0.27% | 0.38% | $165.9万 | 1.0万股 | $210.6万 | 1.0万股 | -174股-1.71% | 减仓 |
 通用动力GD |
| 0.26% | 0.29% | $161.0万 | 4,544股 | $158.8万 | 4,626股 | -82股-1.77% | 减仓 |
 联合健康UNH |
| 0.23% | 0.16% | $141.6万 | 3,406股 | $90.4万 | 3,340股 | +66股+1.98% | 加仓 |
| S道富SPYM |
| 0.23% | 0.21% | $140.9万 | 1.6万股 | $116.9万 | 1.5万股 | +760股+4.98% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.23% | 0.21% | $138.6万 | 1.5万股 | $115.0万 | 1.5万股 | +716股+4.92% | 加仓 |
 赛富时CRM |
| 0.22% | 0.32% | $137.2万 | 8,755股 | $179.4万 | 9,610股 | -855股-8.90% | 减仓 |
 CienaCIEN |
| 0.2% | — | $124.0万 | 2,528股 | $0 | 0股 | +2,528股 | 新买入 |
 恩智浦NXPI |
| 0.2% | 0.16% | $123.3万 | 4,389股 | $87.7万 | 4,455股 | -66股-1.48% | 减仓 |
| GGlobal X基金QYLD |
| 0.18% | 0.16% | $108.8万 | 5.9万股 | $88.9万 | 5.2万股 | +7,211股+13.91% | 加仓 |
 伊顿ETN |
| 0.18% | — | $108.2万 | 2,540股 | $0 | 0股 | +2,540股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.17% | 0.21% | $103.1万 | 2,061股 | $114.0万 | 2,379股 | -318股-13.37% | 减仓 |
| I景顺QQQ信托VOO |
| 0.16% | 0.14% | $98.2万 | 1,334股 | $77.0万 | 1,334股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPDW |
| 0.15% | 0.14% | $90.1万 | 1.8万股 | $77.7万 | 1.7万股 | +868股+5.10% | 加仓 |
 甲骨文ORCL |
| 0.14% | 0.16% | $88.3万 | 6,027股 | $89.4万 | 6,079股 | -52股-0.86% | 减仓 |
 麦当劳MCD |
| 0.14% | 0.18% | $85.3万 | 3,156股 | $100.4万 | 3,230股 | -74股-2.29% | 减仓 |
| IiShares安硕信托IBDR |
| 0.14% | 0.16% | $84.2万 | 3.5万股 | $86.6万 | 3.6万股 | -965股-2.70% | 减仓 |
 Globe LifeGL |
| 0.14% | — | $84.0万 | 4,700股 | $0 | 0股 | +4,700股 | 新买入 |
 NateraNTRA |
| 0.13% | 0.11% | $80.7万 | 2,973股 | $59.5万 | 2,973股 | 00.00% | 持仓不变 |
 ZscalerZS |
| 0.11% | 0.13% | $69.1万 | 4,893股 | $70.7万 | 5,039股 | -146股-2.90% | 减仓 |
