| IiShares安硕信托IVV |
| 18.46% | 19.67% | $2,378.6万 | 3.2万股 | $2,138.2万 | 3.3万股 | -973股-2.97% | 减仓 |
| G通用动力VTI |
| 14.27% | 11.26% | $1,838.9万 | 5.0万股 | $1,223.7万 | 3.8万股 | +1.2万股+30.28% | 加仓 |
| SSPDR行业精选信托XLK |
| 8.16% | 6.91% | $1,051.6万 | 5.5万股 | $750.9万 | 5.7万股 | -1,312股-2.32% | 减仓 |
| IiShares安硕·COREIJR |
| 7.89% | 7.84% | $1,016.9万 | 6.9万股 | $852.3万 | 6.9万股 | -1股-0.00% | 减仓 |
 谷歌AGOOGL |
| 3.89% | 4.56% | $501.6万 | 1.4万股 | $495.5万 | 1.7万股 | -3,197股-18.55% | 减仓 |
| V先锋领航·TOTALBND |
| 3.21% | 3.59% | $414.3万 | 5.6万股 | $389.7万 | 5.3万股 | +3,516股+6.64% | 加仓 |
| S道富SPSM |
| 2.99% | 1.9% | $385.7万 | 6.7万股 | $207.0万 | 4.3万股 | +2.4万股+56.09% | 加仓 |
 苹果AAPL |
| 2.83% | 3.23% | $364.3万 | 1.3万股 | $351.4万 | 1.4万股 | -1,255股-9.06% | 减仓 |
| F第一信托·USTCIBR |
| 2.27% | 2.15% | $292.7万 | 3.3万股 | $234.0万 | 3.7万股 | -4,757股-12.74% | 减仓 |
| IiShares安硕·COREIJH |
| 2.13% | 2.21% | $274.9万 | 3.6万股 | $240.7万 | 3.6万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托BIL |
| 1.94% | — | $250.4万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| SSPDR道富指数基金SPDW |
| 1.9% | 2.16% | $244.6万 | 4.9万股 | $234.7万 | 5.1万股 | -2,868股-5.58% | 减仓 |
 甲骨文ORCL |
| 1.79% | 0.14% | $230.3万 | 1.6万股 | $15.5万 | 1,054股 | +1.5万股+1,390.89% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.66% | 2.07% | $214.2万 | 2.2万股 | $225.1万 | 2.5万股 | -3,168股-12.48% | 减仓 |
 台积电TSM |
| 1.66% | 1.39% | $213.8万 | 4,476股 | $151.3万 | 4,477股 | -1股-0.02% | 减仓 |
 微软MSFT |
| 1.48% | 2.28% | $190.2万 | 5,097股 | $248.2万 | 6,706股 | -1,609股-23.99% | 减仓 |
| V先锋领航·MIDVO |
| 1.41% | 1.29% | $181.7万 | 2.3万股 | $139.9万 | 4,871股 | +1.8万股+363.01% | 加仓 |
 Meta平台META |
| 1.4% | 2.54% | $180.5万 | 3,204股 | $276.1万 | 4,826股 | -1,622股-33.61% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.3% | 1.43% | $167.6万 | 1.4万股 | $155.5万 | 1.4万股 | +20股+0.14% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.16% | 1.11% | $149.0万 | 6.2万股 | $121.0万 | 5.0万股 | +1.2万股+23.83% | 加仓 |
 特斯拉TSLA |
| 1.05% | 1.1% | $135.1万 | 3,211股 | $119.4万 | 3,211股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLF |
| 0.96% | 1.05% | $123.8万 | 2.3万股 | $113.8万 | 2.3万股 | +45股+0.20% | 加仓 |
 亚马逊AMZN |
| 0.94% | 1.31% | $120.9万 | 5,073股 | $142.4万 | 6,835股 | -1,762股-25.78% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.81% | 0.97% | $104.3万 | 6,571股 | $105.7万 | 7,210股 | -639股-8.86% | 减仓 |
| S嘉信·USSCHP |
| 0.74% | 1.49% | $94.9万 | 3.6万股 | $161.8万 | 6.1万股 | -2.5万股-41.13% | 减仓 |
 摩根大通JPM |
| 0.7% | 0.15% | $90.7万 | 2,770股 | $16.8万 | 570股 | +2,200股+385.96% | 加仓 |
 礼来LLY |
| 0.61% | 0.73% | $78.8万 | 657股 | $79.6万 | 865股 | -208股-24.05% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.58% | 0.62% | $74.6万 | 1.0万股 | $67.1万 | 1.0万股 | -1股-0.01% | 减仓 |
| V先锋领航指数基金VUG |
| 0.56% | 0.02% | $72.6万 | 8,431股 | $1.8万 | 41股 | +8,390股+20,463.41% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.56% | 0.57% | $72.4万 | 5,478股 | $61.5万 | 5,478股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.56% | — | $72.1万 | 3,900股 | $0 | 0股 | +3,900股 | 新买入 |
 沃尔玛WMT |
| 0.54% | 0.89% | $70.2万 | 6,194股 | $96.7万 | 7,778股 | -1,584股-20.37% | 减仓 |
 好市多COST |
| 0.5% | 0.84% | $64.7万 | 691股 | $91.8万 | 921股 | -230股-24.97% | 减仓 |
| SSPDR行业精选信托XLP |
| 0.44% | 0.52% | $57.4万 | 6,904股 | $56.6万 | 6,904股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.39% | 0.43% | $50.0万 | 4,865股 | $46.5万 | 4,865股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.37% | 0.38% | $47.3万 | 2,893股 | $41.7万 | 2,950股 | -57股-1.93% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.33% | 0.29% | $42.0万 | 2,652股 | $32.0万 | 2,504股 | +148股+5.91% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.32% | 0.53% | $40.8万 | 3,811股 | $57.8万 | 5,214股 | -1,403股-26.91% | 减仓 |
| WWISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUNDWTAI |
| 0.26% | 0.04% | $34.0万 | 7,166股 | $4.7万 | 1,675股 | +5,491股+327.82% | 加仓 |
| S嘉信策略信托SCHM |
| 0.25% | 0.25% | $32.4万 | 8,784股 | $27.2万 | 8,784股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.24% | 0.25% | $30.9万 | 1,546股 | $27.1万 | 1,555股 | -9股-0.58% | 减仓 |
 万事达MA |
| 0.24% | 0.52% | $30.4万 | 591股 | $56.8万 | 1,137股 | -546股-48.02% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.22% | 0.48% | $28.7万 | 5,620股 | $52.1万 | 1.0万股 | -4,613股-45.08% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.22% | 0.45% | $27.9万 | 2,344股 | $48.7万 | 4,973股 | -2,629股-52.87% | 减仓 |
| GGlobal X基金FINX |
| 0.2% | 0.02% | $26.3万 | 1.1万股 | $2.7万 | 1,157股 | +9,479股+819.27% | 加仓 |
 VisaV |
| 0.2% | 0.46% | $25.9万 | 755股 | $49.6万 | 1,640股 | -885股-53.96% | 减仓 |
 强生JNJ |
| 0.19% | 0.33% | $25.1万 | 989股 | $35.8万 | 1,466股 | -477股-32.54% | 减仓 |
 摩根士丹利MS |
| 0.19% | 0.18% | $24.3万 | 1,162股 | $19.1万 | 1,162股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.19% | 0.37% | $24.2万 | 896股 | $39.9万 | 1,284股 | -388股-30.22% | 减仓 |
 高盛GS |
| 0.17% | 0.17% | $22.1万 | 219股 | $18.5万 | 219股 | 00.00% | 持仓不变 |
