| IiShares安硕信托IVV |
| 18.62% | 18.29% | $4,566.6万 | 6.1万股 | $3,721.2万 | 5.7万股 | +4,010股+7.04% | 加仓 |
| I景顺QQQ信托VOO |
| 10.39% | 9.37% | $2,548.1万 | 3.5万股 | $1,906.5万 | 3.3万股 | +1,572股+4.76% | 加仓 |
| IiShares安硕·COREIJH |
| 9.85% | 9.86% | $2,414.9万 | 31.3万股 | $2,005.6万 | 29.7万股 | +1.6万股+5.45% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 9.31% | 3.63% | $2,283.7万 | 19.5万股 | $737.6万 | 6.3万股 | +13.2万股+207.48% | 加仓 |
| AAvantis·U SAVUV |
| 8.32% | 8.54% | $2,041.7万 | 16.4万股 | $1,737.1万 | 15.7万股 | +6,403股+4.07% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 7.27% | 6.95% | $1,782.9万 | 44.3万股 | $1,415.0万 | 41.8万股 | +2.6万股+6.10% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 5.37% | 5.38% | $1,317.8万 | 49.7万股 | $1,094.8万 | 41.8万股 | +7.9万股+18.92% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 4.17% | 4.1% | $1,023.0万 | 14.6万股 | $833.6万 | 13.3万股 | +1.3万股+9.63% | 加仓 |
| V先锋领航指数基金VOO |
| 2.1% | 2.11% | $515.3万 | 7,504股 | $428.4万 | 7,169股 | +335股+4.67% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 1.95% | 2.42% | $478.4万 | 8.9万股 | $492.1万 | 9.2万股 | -2,108股-2.30% | 减仓 |
 苹果AAPL |
| 1.76% | 2% | $430.7万 | 1.5万股 | $406.1万 | 1.6万股 | -1,115股-6.97% | 减仓 |
 AMD超威AMD |
| 1.63% | 1.01% | $399.4万 | 6,875股 | $206.5万 | 1.0万股 | -3,275股-32.27% | 减仓 |
 英伟达NVDA |
| 1.49% | 1.79% | $364.2万 | 1.8万股 | $363.8万 | 2.1万股 | -2,655股-12.73% | 减仓 |
| PPimco Active Bond ETFBOND |
| 1.44% | 0.32% | $352.9万 | 3.8万股 | $65.5万 | 7,100股 | +3.1万股+438.97% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.22% | 1.76% | $299.5万 | 4股 | $359.1万 | 5股 | -1股-20.00% | 减仓 |
 亚马逊AMZN |
| 1% | 1.08% | $245.4万 | 1.0万股 | $220.7万 | 1.1万股 | -299股-2.82% | 减仓 |
 特斯拉TSLA |
| 0.98% | 1.03% | $240.9万 | 5,727股 | $210.0万 | 5,648股 | +79股+1.40% | 加仓 |
| IiShares安硕信托GJS |
| 0.96% | 1.09% | $235.7万 | 10.3万股 | $221.7万 | 9.7万股 | +6,691股+6.91% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.92% | 1.27% | $225.3万 | 4.2万股 | $258.5万 | 4.2万股 | +230股+0.55% | 加仓 |
| F富达·COMWLTH TRONEQ |
| 0.5% | 0.49% | $123.8万 | 1.2万股 | $100.6万 | 1.2万股 | +138股+1.16% | 加仓 |
| IiShares安硕信托ITA |
| 0.5% | 0.6% | $122.4万 | 5,050股 | $121.4万 | 5,550股 | -500股-9.01% | 减仓 |
 黑石集团BX |
| 0.49% | 0.5% | $121.2万 | 1.0万股 | $102.3万 | 8,900股 | +1,400股+15.73% | 加仓 |
| PPERMIAN BASIN RTY TRPBT |
| 0.47% | 0.52% | $116.0万 | 4.6万股 | $106.0万 | 4.9万股 | -2,920股-5.93% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.47% | 0.5% | $115.8万 | 1,551股 | $100.8万 | 1,551股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.47% | 0.56% | $114.6万 | 1.2万股 | $114.8万 | 1.2万股 | +6股+0.05% | 加仓 |
 沃尔玛WMT |
| 0.44% | 0.64% | $108.2万 | 9,550股 | $129.3万 | 1.0万股 | -850股-8.17% | 减仓 |
 帕兰提尔PLTR |
| 0.42% | 0.6% | $104.0万 | 8,913股 | $121.4万 | 8,300股 | +613股+7.39% | 加仓 |
 UNITED AIRLS COMUAL |
| 0.38% | 0.48% | $93.8万 | 6,900股 | $98.1万 | 1.1万股 | -3,750股-35.21% | 减仓 |
 DraftKingsDKNG |
| 0.35% | 0.39% | $86.1万 | 3.4万股 | $79.1万 | 3.7万股 | -2,500股-6.83% | 减仓 |
 嘉信理财SCHW |
| 0.33% | 0.41% | $82.1万 | 8,900股 | $83.6万 | 8,900股 | 00.00% | 持仓不变 |
 TARGET COMTGT |
| 0.33% | 0.37% | $80.4万 | 6,155股 | $74.6万 | 6,155股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSV |
| 0.32% | 0.35% | $79.0万 | 2.0万股 | $71.4万 | 2.0万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.31% | 0.3% | $76.4万 | 1,526股 | $61.6万 | 1,285股 | +241股+18.75% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.3% | 0.3% | $74.1万 | 2,097股 | $60.4万 | 2,105股 | -8股-0.38% | 减仓 |
 汽车地带AZO |
| 0.28% | 0.56% | $68.4万 | 214股 | $114.8万 | 340股 | -126股-37.06% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.27% | 0.35% | $65.6万 | 8,001股 | $70.5万 | 9,936股 | -1,935股-19.47% | 减仓 |
 雪佛龙CVX |
| 0.26% | 0.39% | $62.9万 | 3,797股 | $78.6万 | 3,797股 | 00.00% | 持仓不变 |
| UUNITED STS BRENT OIL FDBNO |
| 0.25% | 0.4% | $61.2万 | 1.5万股 | $80.6万 | 1.6万股 | -462股-2.98% | 减仓 |
 GE VernovaGEV |
| 0.24% | 0.18% | $59.9万 | 510股 | $37.1万 | 425股 | +85股+20.00% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.24% | 0.11% | $58.4万 | 1,354股 | $22.2万 | 1,354股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.23% | 0.28% | $56.8万 | 3,830股 | $56.9万 | 4,580股 | -750股-16.38% | 减仓 |
 摩根大通JPM |
| 0.22% | 0.2% | $54.8万 | 1,675股 | $40.4万 | 1,375股 | +300股+21.82% | 加仓 |
| SSPDR黄金信托GLD |
| 0.21% | 0.32% | $52.2万 | 1,416股 | $65.5万 | 1,522股 | -106股-6.96% | 减仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.19% | 0.27% | $46.8万 | 6,250股 | $55.7万 | 8,550股 | -2,300股-26.90% | 减仓 |
 应用材料AMAT |
| 0.17% | 0.1% | $42.8万 | 592股 | $20.2万 | 592股 | 00.00% | 持仓不变 |
| TTOAST CL ATOST |
| 0.17% | 0.2% | $42.1万 | 1.5万股 | $40.1万 | 1.5万股 | 00.00% | 持仓不变 |
| GGlobal X基金PAVE |
| 0.17% | 0.17% | $41.8万 | 7,088股 | $34.7万 | 6,828股 | +260股+3.81% | 加仓 |
 ZoomZM |
| 0.16% | 0.15% | $38.4万 | 4,450股 | $30.5万 | 3,800股 | +650股+17.11% | 加仓 |
| SSPDR道富系列信托XOP |
| 0.15% | — | $38.0万 | 2,463股 | $0 | 0股 | +2,463股 | 新买入 |
 GE航空GE |
| 0.15% | 0.14% | $37.4万 | 1,000股 | $28.4万 | 1,000股 | 00.00% | 持仓不变 |
