| SSPDR标普500 ETFSPY |
| 6.2% | 5.97% | $1,572.7万 | 2.1万股 | $1,306.6万 | 2.0万股 | +969股+4.82% | 加仓 |
| WWisdomTree信托DGRW |
| 5.16% | 5.87% | $1,308.1万 | 13.7万股 | $1,285.5万 | 14.6万股 | -9,538股-6.52% | 减仓 |
| WWisdomTree信托QGRW |
| 4.96% | 4.53% | $1,257.9万 | 19.1万股 | $992.1万 | 18.6万股 | +4,816股+2.59% | 加仓 |
| SSPDR道富系列信托SPYG |
| 4.69% | 4.48% | $1,189.5万 | 10.0万股 | $980.2万 | 10.0万股 | -140股-0.14% | 减仓 |
| I景顺QQQ信托VOO |
| 3.53% | 3.27% | $894.6万 | 1.2万股 | $715.1万 | 1.2万股 | -241股-1.95% | 减仓 |
 苹果AAPL |
| 3.16% | 3.27% | $802.3万 | 2.8万股 | $716.1万 | 2.8万股 | -492股-1.74% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.06% | 2.71% | $777.1万 | 2.2万股 | $592.9万 | 2.1万股 | +1,324股+6.41% | 加仓 |
 特斯拉TSLA |
| 2.44% | 2.41% | $619.0万 | 1.5万股 | $526.8万 | 1.4万股 | +546股+3.85% | 加仓 |
| V先锋领航白厅基金VYM |
| 2.35% | 2.48% | $596.0万 | 3.8万股 | $543.5万 | 3.7万股 | +1,021股+2.78% | 加仓 |
 亚马逊AMZN |
| 2.27% | 2.46% | $575.4万 | 2.4万股 | $539.4万 | 2.6万股 | -1,759股-6.79% | 减仓 |
| IiShares安硕信托IVV |
| 2.12% | 2.19% | $536.7万 | 7,166股 | $479.0万 | 7,332股 | -166股-2.26% | 减仓 |
 UNITED AIRLS COMUAL |
| 2.1% | 1.77% | $532.0万 | 3.9万股 | $386.7万 | 4.2万股 | -2,888股-6.88% | 减仓 |
| J摩根大通交易所交易基金JVAL |
| 2.01% | 2% | $508.7万 | 8.7万股 | $438.4万 | 9.0万股 | -2,964股-3.30% | 减仓 |
| IiShares安硕信托AGG |
| 1.98% | 2.2% | $503.3万 | 5.1万股 | $481.7万 | 4.9万股 | +2,321股+4.78% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.94% | 1.92% | $492.4万 | 4.9万股 | $420.7万 | 4.2万股 | +7,014股+16.77% | 加仓 |
| WWisdomTree信托AGGY |
| 1.93% | 2.21% | $490.7万 | 11.3万股 | $483.1万 | 11.1万股 | +1,669股+1.50% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.89% | 2.01% | $480.3万 | 9.5万股 | $439.2万 | 9.6万股 | -877股-0.91% | 减仓 |
| C资本集团成长ETFCGGR |
| 1.66% | 1.61% | $419.9万 | 8.9万股 | $352.8万 | 8.8万股 | +1,176股+1.34% | 加仓 |
| C资本集团股息价值CCBG |
| 1.55% | 1.54% | $394.3万 | 8.0万股 | $336.5万 | 7.9万股 | +896股+1.13% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.38% | 1.38% | $351.3万 | 10.4万股 | $301.6万 | 10.4万股 | +264股+0.25% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 1.34% | 1.33% | $341.2万 | 6.7万股 | $291.4万 | 5.7万股 | +9,632股+16.84% | 加仓 |
 美光科技MU |
| 1.24% | 0.31% | $314.3万 | 2,723股 | $67.1万 | 1,985股 | +738股+37.18% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.18% | 1.2% | $300.1万 | 4.9万股 | $263.5万 | 4.7万股 | +1,372股+2.89% | 加仓 |
 谷歌AGOOGL |
| 1.13% | 1.17% | $287.1万 | 8,034股 | $256.8万 | 8,929股 | -895股-10.02% | 减仓 |
 微软MSFT |
| 1.13% | 1.27% | $285.7万 | 7,660股 | $277.1万 | 7,485股 | +175股+2.34% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.1% | 1.24% | $279.0万 | 4.9万股 | $271.6万 | 4.8万股 | +1,478股+3.08% | 加仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 1.09% | 1.16% | $277.6万 | 4.9万股 | $252.8万 | 4.8万股 | +1,000股+2.08% | 加仓 |
| V先锋领航指数基金VOT |
| 1.03% | 0.79% | $260.2万 | 8,495股 | $173.9万 | 6,758股 | +1,737股+25.70% | 加仓 |
| PProShares信托NOBL |
| 0.98% | 1.03% | $249.0万 | 4.4万股 | $225.7万 | 2.1万股 | +2.3万股+108.29% | 加仓 |
 英伟达NVDA |
| 0.97% | 1.14% | $246.2万 | 1.2万股 | $250.4万 | 1.4万股 | -2,055股-14.31% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.95% | 0.81% | $241.1万 | 1.3万股 | $177.0万 | 1.3万股 | -667股-5.01% | 减仓 |
 达美航空DAL |
| 0.93% | 0.81% | $235.8万 | 2.5万股 | $178.2万 | 2.7万股 | -1,625股-6.06% | 减仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.93% | 1.04% | $235.4万 | 2.1万股 | $227.3万 | 2.1万股 | -482股-2.28% | 减仓 |
| IiShares安硕信托GJS |
| 0.92% | 1.07% | $233.3万 | 10.2万股 | $234.8万 | 10.2万股 | -56股-0.05% | 减仓 |
| WWisdomTree信托MTGP |
| 0.89% | 0.98% | $225.2万 | 5.1万股 | $215.4万 | 4.9万股 | +2,272股+4.66% | 加仓 |
 Meta平台META |
| 0.88% | 0.89% | $222.7万 | 3,954股 | $194.1万 | 3,392股 | +562股+16.57% | 加仓 |
| SSpaceXSPCX |
| 0.83% | — | $211.5万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 博通AVGO |
| 0.78% | 0.95% | $198.2万 | 5,247股 | $206.9万 | 6,686股 | -1,439股-21.52% | 减仓 |
 万豪MAR |
| 0.77% | 0.8% | $196.3万 | 5,296股 | $174.7万 | 5,342股 | -46股-0.86% | 减仓 |
| V先锋领航白厅基金VYMI |
| 0.72% | 0.8% | $183.9万 | 1.9万股 | $175.0万 | 1.9万股 | +160股+0.86% | 加仓 |
| IiShares安硕信托IXN |
| 0.7% | 0.58% | $178.3万 | 1.2万股 | $127.8万 | 1.3万股 | -441股-3.45% | 减仓 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 0.65% | 0.65% | $164.3万 | 3.3万股 | $142.4万 | 3.6万股 | -2,106股-5.93% | 减仓 |
| WWisdomTree·JAPANDXJ |
| 0.63% | 0.66% | $159.7万 | 9,206股 | $145.5万 | 9,175股 | +31股+0.34% | 加仓 |
| IiShares安硕信托IVW |
| 0.59% | 0.65% | $148.9万 | 1.1万股 | $142.9万 | 1.3万股 | -1,806股-14.29% | 减仓 |
 天弘CLS |
| 0.56% | 0.45% | $142.3万 | 3,900股 | $98.9万 | 3,512股 | +388股+11.05% | 加仓 |
| I景顺交易所交易基金信托XSMO |
| 0.53% | 0.54% | $135.1万 | 1.4万股 | $119.3万 | 1.6万股 | -1,256股-8.01% | 减仓 |
| V先锋领航全球基金MGV |
| 0.52% | 0.54% | $132.6万 | 8,113股 | $118.0万 | 8,142股 | -29股-0.36% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.47% | 0.11% | $118.7万 | 4,363股 | $25.1万 | 2,675股 | +1,688股+63.10% | 加仓 |
| IiShares安硕信托USMV |
| 0.47% | 0.5% | $118.5万 | 1.2万股 | $109.5万 | 1.2万股 | +485股+4.11% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.46% | 0.46% | $117.4万 | 5,171股 | $99.7万 | 4,720股 | +451股+9.56% | 加仓 |
