| IiShares安硕信托IVV |
| 28.83% | 27.45% | $7,421.6万 | 9.9万股 | $6,098.6万 | 9.3万股 | +5,737股+6.14% | 加仓 |
| VVanEck Russia ETFBBH |
| 7.24% | 8.12% | $1,863.8万 | 17.9万股 | $1,803.6万 | 18.7万股 | -7,229股-3.88% | 减仓 |
| PPGIM ULTRAPULS |
| 6.94% | 2.55% | $1,786.3万 | 36.1万股 | $565.9万 | 11.4万股 | +24.6万股+215.32% | 加仓 |
 谷歌AGOOGL |
| 4.19% | 3.85% | $1,079.6万 | 3.0万股 | $854.3万 | 3.0万股 | +501股+1.69% | 加仓 |
| I景顺·S&PSPHQ |
| 2.95% | 2.87% | $759.9万 | 8.4万股 | $637.9万 | 8.5万股 | -500股-0.59% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 2.94% | 2.81% | $756.2万 | 9.0万股 | $623.9万 | 8.3万股 | +7,216股+8.69% | 加仓 |
| SSPDR SER TR S&PXSD |
| 2.77% | 1.67% | $713.1万 | 1.1万股 | $370.8万 | 1.1万股 | +65股+0.57% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 2.57% | 2.89% | $662.0万 | 13.3万股 | $641.6万 | 12.9万股 | +4,101股+3.18% | 加仓 |
 微软MSFT |
| 2.42% | 2.8% | $623.8万 | 1.7万股 | $621.7万 | 1.7万股 | -73股-0.43% | 减仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 2.24% | 2.42% | $576.1万 | 27.6万股 | $537.6万 | 25.7万股 | +2.0万股+7.62% | 加仓 |
| J骏利亨德森JAAA |
| 2.05% | 2.93% | $527.2万 | 10.4万股 | $649.8万 | 12.9万股 | -2.5万股-19.07% | 减仓 |
 亚马逊AMZN |
| 2.02% | 2.01% | $521.1万 | 2.2万股 | $446.3万 | 2.1万股 | +433股+2.02% | 加仓 |
| V先锋领航指数基金VTV |
| 1.9% | 2.18% | $489.1万 | 2.2万股 | $485.3万 | 2.5万股 | -2,294股-9.27% | 减仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 1.62% | 1.1% | $416.9万 | 19.1万股 | $244.3万 | 11.2万股 | +8.0万股+71.35% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.56% | 1.97% | $402.5万 | 1.7万股 | $438.0万 | 2.0万股 | -3,594股-17.83% | 减仓 |
 博通AVGO |
| 1.45% | 1.3% | $374.3万 | 9,908股 | $287.7万 | 9,296股 | +612股+6.58% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.34% | 1.46% | $345.7万 | 6.5万股 | $323.6万 | 5.3万股 | +1.2万股+23.25% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.21% | 1.1% | $310.6万 | 3.5万股 | $244.4万 | 6,651股 | +2.9万股+431.27% | 加仓 |
 高盛GS |
| 1.04% | 1.01% | $268.0万 | 2,650股 | $224.8万 | 2,657股 | -7股-0.26% | 减仓 |
 贝莱德·INC COMBLK |
| 1.02% | 1.14% | $261.7万 | 2,721股 | $252.2万 | 2,622股 | +99股+3.78% | 加仓 |
| G通用动力VTI |
| 1.01% | 1.01% | $260.1万 | 7,029股 | $224.6万 | 7,002股 | +27股+0.39% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 1.01% | 1.01% | $259.2万 | 7,084股 | $225.3万 | 7,084股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBDR |
| 0.98% | 5.19% | $253.3万 | 10.5万股 | $1,153.9万 | 47.6万股 | -37.1万股-78.04% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.98% | 1.11% | $252.9万 | 10.9万股 | $247.1万 | 10.6万股 | +2,974股+2.80% | 加仓 |
 沃尔玛WMT |
| 0.97% | 1.24% | $250.4万 | 2.2万股 | $275.5万 | 2.2万股 | -57股-0.26% | 减仓 |
 苹果AAPL |
| 0.86% | 0.71% | $221.1万 | 7,641股 | $157.3万 | 6,200股 | +1,441股+23.24% | 加仓 |
 罗克韦尔自动化ROK |
| 0.79% | 0.66% | $202.6万 | 4,092股 | $147.4万 | 4,107股 | -15股-0.37% | 减仓 |
| SSTELLAR BANCORPSTEL |
| 0.73% | 0.75% | $188.0万 | 4.8万股 | $167.7万 | 4.6万股 | +2,000股+4.37% | 加仓 |
 美国运通AXP |
| 0.73% | 0.75% | $187.0万 | 5,527股 | $167.4万 | 5,533股 | -6股-0.11% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.69% | 0.65% | $177.6万 | 9,944股 | $144.9万 | 1.0万股 | -71股-0.71% | 减仓 |
 摩根大通JPM |
| 0.64% | 0.67% | $164.3万 | 5,020股 | $147.9万 | 5,027股 | -7股-0.14% | 减仓 |
 ServiceNowNOW |
| 0.61% | 0.72% | $156.5万 | 1.6万股 | $158.9万 | 1.5万股 | +569股+3.74% | 加仓 |
 洛克希德马丁LMT |
| 0.61% | 0.81% | $156.3万 | 3,067股 | $178.9万 | 2,960股 | +107股+3.61% | 加仓 |
 万事达MA |
| 0.55% | 0.58% | $141.4万 | 2,754股 | $129.0万 | 2,582股 | +172股+6.66% | 加仓 |
 通用动力GD |
| 0.51% | 0.57% | $130.5万 | 3,685股 | $126.8万 | 3,695股 | -10股-0.27% | 减仓 |
| AAvantis·U SAVUV |
| 0.5% | — | $128.4万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 雷神技术RTX |
| 0.48% | 0.42% | $122.4万 | 6,451股 | $93.3万 | 4,837股 | +1,614股+33.37% | 加仓 |
| IiShares安硕信托IWV |
| 0.46% | 0.47% | $119.0万 | 2,791股 | $103.5万 | 2,791股 | 00.00% | 持仓不变 |
 VanEck ETF信托SMH |
| 0.44% | 0.28% | $113.8万 | 1,735股 | $61.3万 | 1,599股 | +136股+8.51% | 加仓 |
| F第一信托·USTCIBR |
| 0.43% | 0.35% | $110.3万 | 1.2万股 | $78.8万 | 1.3万股 | -294股-2.34% | 减仓 |
 默沙东MRK |
| 0.4% | 0.44% | $103.3万 | 8,037股 | $97.3万 | 8,090股 | -53股-0.66% | 减仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.38% | 0.42% | $98.5万 | 4,495股 | $93.5万 | 4,588股 | -93股-2.03% | 减仓 |
 赛富时CRM |
| 0.37% | 0.52% | $96.1万 | 6,132股 | $116.5万 | 6,240股 | -108股-1.73% | 减仓 |
 黑石集团BX |
| 0.37% | 0.4% | $95.8万 | 8,144股 | $89.5万 | 7,787股 | +357股+4.58% | 加仓 |
 英伟达NVDA |
| 0.37% | 0.21% | $95.2万 | 4,757股 | $46.4万 | 2,662股 | +2,095股+78.70% | 加仓 |
 麦当劳MCD |
| 0.33% | — | $85.5万 | 3,163股 | $0 | 0股 | +3,163股 | 新买入 |
| SSPDR行业精选信托XLF |
| 0.33% | 0.35% | $84.2万 | 1.6万股 | $78.0万 | 1.6万股 | -85股-0.54% | 减仓 |
| IiShares安硕信托IEFA |
| 0.31% | 0.34% | $80.5万 | 8,334股 | $75.9万 | 8,379股 | -45股-0.54% | 减仓 |
 德州仪器TXN |
| 0.31% | 0.24% | $79.8万 | 2,678股 | $53.3万 | 2,745股 | -67股-2.44% | 减仓 |
 优步UBER |
| 0.28% | 0.33% | $72.9万 | 1.0万股 | $72.8万 | 1.0万股 | -15股-0.15% | 减仓 |
