| S道富SPYM |
| 3.54% | 3.37% | $2.31亿 | 263.2万股 | $1.90亿 | 236.8万股 | +26.4万股+11.16% | 加仓 |
 苹果AAPL |
| 2.57% | 2.74% | $1.68亿 | 58.1万股 | $1.55亿 | 56.9万股 | +1.2万股+2.13% | 加仓 |
 英伟达NVDA |
| 2.37% | 2.51% | $1.55亿 | 77.5万股 | $1.42亿 | 75.9万股 | +1.5万股+2.02% | 加仓 |
| IiShares安硕信托IVV |
| 2.33% | 1.97% | $1.52亿 | 20.3万股 | $1.11亿 | 16.2万股 | +4.1万股+25.45% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.55% | 2.05% | $1.01亿 | 44.1万股 | $1.15亿 | 44.5万股 | -4,176股-0.94% | 减仓 |
| I景顺QQQ信托VOO |
| 1.42% | — | $9,315.6万 | 12.7万股 | $0 | 0股 | +12.7万股 | 新买入 |
 微软MSFT |
| 1.38% | 2% | $9,028.0万 | 24.2万股 | $1.13亿 | 23.3万股 | +8,806股+3.78% | 加仓 |
 亚马逊AMZN |
| 1.18% | 1.24% | $7,725.2万 | 32.4万股 | $6,961.3万 | 30.2万股 | +2.3万股+7.47% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.15% | 1.18% | $7,517.2万 | 10.1万股 | $6,677.3万 | 9.8万股 | +2,744股+2.80% | 加仓 |
 谷歌AGOOGL |
| 1.12% | 1.12% | $7,303.0万 | 20.4万股 | $6,315.7万 | 20.2万股 | +2,573股+1.28% | 加仓 |
| IiShares安硕·COREIJR |
| 1% | 0.93% | $6,538.9万 | 44.1万股 | $5,221.6万 | 43.4万股 | +6,415股+1.48% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.92% | 0.77% | $6,008.4万 | 119.2万股 | $4,341.2万 | 97.8万股 | +21.5万股+21.98% | 加仓 |
 博通AVGO |
| 0.86% | 0.83% | $5,646.0万 | 14.9万股 | $4,663.5万 | 13.5万股 | +1.5万股+10.92% | 加仓 |
 特斯拉TSLA |
| 0.86% | 1.02% | $5,597.9万 | 13.3万股 | $5,726.4万 | 12.7万股 | +5,760股+4.52% | 加仓 |
| IiShares安硕·COREIJH |
| 0.8% | 0.76% | $5,226.3万 | 67.8万股 | $4,286.5万 | 64.9万股 | +2.8万股+4.36% | 加仓 |
| V先锋领航指数基金VOO |
| 0.77% | 0.9% | $5,057.3万 | 7.4万股 | $5,072.0万 | 8.1万股 | -7,243股-8.96% | 减仓 |
| IiShares安硕信托IWY |
| 0.77% | 0.75% | $5,009.5万 | 17.2万股 | $4,253.7万 | 15.4万股 | +1.9万股+12.22% | 加仓 |
| IiShares安硕信托AGG |
| 0.75% | 0.75% | $4,877.2万 | 49.3万股 | $4,208.0万 | 42.1万股 | +7.1万股+16.96% | 加仓 |
 美光科技MU |
| 0.71% | 0.15% | $4,662.4万 | 4.0万股 | $867.2万 | 3.0万股 | +1.0万股+32.94% | 加仓 |
| V先锋领航指数基金VUG |
| 0.7% | 0.85% | $4,609.2万 | 53.5万股 | $4,807.5万 | 9.9万股 | +43.7万股+442.99% | 加仓 |
| V先锋领航指数基金VTV |
| 0.69% | 0.72% | $4,530.3万 | 20.8万股 | $4,062.9万 | 21.3万股 | -4,850股-2.28% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.68% | 0.74% | $4,459.9万 | 62.6万股 | $4,197.1万 | 67.2万股 | -4.6万股-6.83% | 减仓 |
| IiShares安硕信托SHV |
| 0.65% | 0.95% | $4,264.3万 | 38.6万股 | $5,336.6万 | 48.4万股 | -9.8万股-20.24% | 减仓 |
 摩根大通JPM |
| 0.64% | 0.71% | $4,185.6万 | 12.8万股 | $4,029.7万 | 12.5万股 | +2,810股+2.25% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.64% | 0.69% | $4,178.7万 | 88.5万股 | $3,909.9万 | 87.9万股 | +6,101股+0.69% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.64% | 0.59% | $4,153.3万 | 11.8万股 | $3,322.7万 | 10.6万股 | +1.2万股+11.01% | 加仓 |
| IiShares安硕IEMG |
| 0.63% | 0.58% | $4,132.6万 | 49.9万股 | $3,290.2万 | 48.9万股 | +9,400股+1.92% | 加仓 |
| IiShares安硕信托IUSB |
| 0.62% | 0.52% | $4,058.4万 | 87.9万股 | $2,947.5万 | 63.3万股 | +24.6万股+38.85% | 加仓 |
| IiShares安硕信托IEFA |
| 0.62% | 0.78% | $4,047.5万 | 41.9万股 | $4,424.1万 | 49.5万股 | -7.5万股-15.26% | 减仓 |
 Meta平台META |
| 0.59% | 0.77% | $3,876.2万 | 6.9万股 | $4,358.8万 | 6.6万股 | +2,780股+4.21% | 加仓 |
| C资本集团股息价值CCBG |
| 0.59% | 0.59% | $3,844.6万 | 78.0万股 | $3,335.8万 | 76.4万股 | +1.6万股+2.06% | 加仓 |
| IiShares安硕信托IVW |
| 0.59% | 0.57% | $3,833.8万 | 27.9万股 | $3,228.7万 | 26.2万股 | +1.7万股+6.42% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.59% | 0.46% | $3,832.8万 | 76.1万股 | $2,617.8万 | 52.0万股 | +24.1万股+46.32% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.58% | 0.52% | $3,823.0万 | 36.0万股 | $2,947.6万 | 31.9万股 | +4.0万股+12.61% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.58% | 0.5% | $3,803.6万 | 55.9万股 | $2,800.5万 | 46.1万股 | +9.9万股+21.44% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.57% | 0.64% | $3,705.1万 | 29.8万股 | $3,614.1万 | 7.6万股 | +22.2万股+290.77% | 加仓 |
| G通用动力VTI |
| 0.57% | 0.58% | $3,703.5万 | 10.0万股 | $3,273.9万 | 9.8万股 | +2,434股+2.49% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.56% | 0.56% | $3,676.8万 | 16.2万股 | $3,163.2万 | 14.9万股 | +1.3万股+8.56% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.56% | 0.62% | $3,669.5万 | 80.7万股 | $3,497.6万 | 76.0万股 | +4.7万股+6.18% | 加仓 |
 礼来LLY |
| 0.56% | 0.46% | $3,662.6万 | 3.1万股 | $2,577.0万 | 2.4万股 | +6,557股+27.34% | 加仓 |
| I景顺·S&PRWL |
| 0.53% | 0.6% | $3,475.7万 | 27.2万股 | $3,384.2万 | 29.6万股 | -2.4万股-7.96% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.53% | 0.54% | $3,447.6万 | 11.4万股 | $3,043.4万 | 12.0万股 | -6,534股-5.43% | 减仓 |
 台积电TSM |
| 0.52% | 0.4% | $3,375.3万 | 7.1万股 | $2,274.8万 | 7.5万股 | -4,178股-5.58% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.51% | 0.52% | $3,354.5万 | 99.1万股 | $2,931.7万 | 89.9万股 | +9.3万股+10.30% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.51% | 0.46% | $3,342.4万 | 96.0万股 | $2,591.6万 | 87.5万股 | +8.5万股+9.70% | 加仓 |
 AMD超威AMD |
| 0.5% | 0.21% | $3,293.9万 | 5.7万股 | $1,190.1万 | 5.6万股 | +1,129股+2.03% | 加仓 |
| IiShares安硕信托DSI |
| 0.48% | 0.51% | $3,154.6万 | 22.2万股 | $2,859.7万 | 22.2万股 | -427股-0.19% | 减仓 |
| S道富SPMD |
| 0.45% | 0.48% | $2,939.5万 | 43.5万股 | $2,715.1万 | 46.9万股 | -3.4万股-7.20% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.43% | 0.42% | $2,819.1万 | 22.1万股 | $2,350.6万 | 19.3万股 | +2.8万股+14.24% | 加仓 |
 iShares安硕·MBSACGL |
| 0.42% | 0.41% | $2,742.3万 | 29.0万股 | $2,300.0万 | 24.2万股 | +4.9万股+20.12% | 加仓 |
