| SSPDR道富系列信托SPTM |
| 4.88% | 4.97% | $4,465.0万 | 49.5万股 | $3,750.7万 | 48.1万股 | +1.4万股+2.90% | 加仓 |
 英伟达NVDA |
| 4.28% | 4.14% | $3,913.0万 | 20.0万股 | $3,124.1万 | 18.3万股 | +1.7万股+9.33% | 加仓 |
| SSPDR道富系列信托SPYG |
| 3.61% | 3.5% | $3,301.7万 | 28.1万股 | $2,645.2万 | 27.5万股 | +5,815股+2.12% | 加仓 |
 AVANTIS INTLNGG |
| 3.27% | 3.37% | $2,989.4万 | 33.6万股 | $2,547.9万 | 30.6万股 | +3.0万股+9.80% | 加仓 |
 苹果AAPL |
| 2.55% | 2.56% | $2,328.6万 | 8.2万股 | $1,932.2万 | 7.8万股 | +4,648股+5.99% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.46% | 1.6% | $2,249.6万 | 3.0万股 | $1,208.1万 | 1.9万股 | +1.2万股+62.17% | 加仓 |
| PPGIM ULTRAPULS |
| 2.36% | 2.7% | $2,155.6万 | 43.5万股 | $2,039.5万 | 41.2万股 | +2.3万股+5.61% | 加仓 |
 亚马逊AMZN |
| 2.33% | 2.28% | $2,126.1万 | 8.9万股 | $1,720.2万 | 8.3万股 | +5,269股+6.32% | 加仓 |
 微软MSFT |
| 2.08% | 2.22% | $1,904.2万 | 5.2万股 | $1,677.1万 | 4.6万股 | +5,609股+12.20% | 加仓 |
| S道富SPYV |
| 1.97% | 2.06% | $1,799.3万 | 29.6万股 | $1,555.1万 | 27.8万股 | +1.8万股+6.61% | 加仓 |
| AAvantis·U SAVUV |
| 1.91% | 1.93% | $1,749.8万 | 14.0万股 | $1,456.9万 | 13.3万股 | +7,533股+5.67% | 加仓 |
| S道富SPIB |
| 1.89% | 2.11% | $1,730.6万 | 51.6万股 | $1,593.8万 | 47.6万股 | +4.0万股+8.41% | 加仓 |
 谷歌AGOOGL |
| 1.81% | 1.65% | $1,654.8万 | 4.7万股 | $1,249.2万 | 4.4万股 | +2,467股+5.58% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.77% | 1.62% | $1,615.5万 | 17.0万股 | $1,223.1万 | 15.6万股 | +1.4万股+9.11% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.65% | 1.5% | $1,508.3万 | 5.0万股 | $1,131.2万 | 4.6万股 | +4,144股+8.96% | 加仓 |
| I景顺·S&PSPHQ |
| 1.5% | 1.42% | $1,367.1万 | 15.4万股 | $1,068.5万 | 14.4万股 | +9,671股+6.70% | 加仓 |
| G通用动力VTI |
| 1.48% | 1.53% | $1,354.7万 | 3.7万股 | $1,154.5万 | 3.6万股 | +584股+1.62% | 加仓 |
| IiShares安硕信托IVV |
| 1.47% | 1.48% | $1,343.6万 | 1.8万股 | $1,116.5万 | 1.7万股 | +772股+4.48% | 加仓 |
 博通AVGO |
| 1.44% | 1.36% | $1,312.6万 | 3.5万股 | $1,027.5万 | 3.4万股 | +1,211股+3.56% | 加仓 |
| IiShares安硕信托IEFA |
| 1.26% | 1.31% | $1,151.9万 | 11.9万股 | $989.3万 | 11.0万股 | +9,238股+8.39% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.25% | 1.15% | $1,138.4万 | 3.2万股 | $866.7万 | 3.1万股 | +1,574股+5.11% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.19% | 1.2% | $1,086.1万 | 21.5万股 | $909.7万 | 18.0万股 | +3.5万股+19.43% | 加仓 |
 强生JNJ |
| 1.19% | 1.34% | $1,085.9万 | 4.2万股 | $1,012.9万 | 4.2万股 | +400股+0.96% | 加仓 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 1.16% | 1.28% | $1,062.7万 | 15.8万股 | $969.5万 | 14.6万股 | +1.2万股+8.39% | 加仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 1.04% | 1.16% | $952.8万 | 32.6万股 | $873.7万 | 30.5万股 | +2.0万股+6.71% | 加仓 |
| SSPDR黄金信托GLD |
| 1% | 2.25% | $913.5万 | 2.5万股 | $1,700.4万 | 4.0万股 | -1.5万股-38.26% | 减仓 |
 埃克森美孚XOM |
| 0.96% | 1.69% | $882.2万 | 6.5万股 | $1,272.5万 | 7.4万股 | -8,849股-12.01% | 减仓 |
| IiShares安硕信托IUSV |
| 0.92% | 1% | $837.5万 | 7.6万股 | $757.4万 | 7.4万股 | +1,605股+2.16% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.9% | 0.88% | $823.1万 | 7.6万股 | $663.0万 | 7.1万股 | +4,915股+6.95% | 加仓 |
 礼来LLY |
| 0.88% | 0.77% | $807.1万 | 6,597股 | $579.3万 | 6,343股 | +254股+4.00% | 加仓 |
 摩根大通JPM |
| 0.88% | 1.01% | $800.3万 | 2.4万股 | $758.9万 | 2.6万股 | -1,881股-7.18% | 减仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.87% | 0.87% | $793.2万 | 7.4万股 | $658.5万 | 7.1万股 | +3,566股+5.03% | 加仓 |
 特斯拉TSLA |
| 0.81% | 0.87% | $741.0万 | 1.8万股 | $655.6万 | 1.8万股 | -24股-0.13% | 减仓 |
 VisaV |
| 0.8% | 0.83% | $735.6万 | 2.2万股 | $625.3万 | 2.1万股 | +631股+3.02% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.8% | 0.84% | $734.0万 | 3.4万股 | $635.5万 | 3.3万股 | +231股+0.69% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.78% | 0.9% | $714.7万 | 1.4万股 | $682.2万 | 1.4万股 | +71股+0.50% | 加仓 |
 美光科技MU |
| 0.73% | 0.24% | $670.9万 | 5,839股 | $182.3万 | 5,555股 | +284股+5.11% | 加仓 |
 艾伯维ABBV |
| 0.73% | 0.7% | $663.2万 | 2.6万股 | $526.6万 | 2.4万股 | +1,706股+7.00% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.72% | 0.76% | $658.7万 | 13.1万股 | $576.2万 | 12.9万股 | +2,721股+2.11% | 加仓 |
 ALTRIAMO |
| 0.71% | 0.75% | $650.5万 | 8.8万股 | $566.3万 | 8.5万股 | +2,702股+3.17% | 加仓 |
 沃尔玛WMT |
| 0.68% | 0.87% | $624.8万 | 5.5万股 | $658.8万 | 5.3万股 | +1,207股+2.26% | 加仓 |
 Meta平台META |
| 0.66% | 0.7% | $603.1万 | 1.1万股 | $525.3万 | 9,396股 | +1,321股+14.06% | 加仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 0.6% | 0.76% | $552.8万 | 34.9万股 | $575.8万 | 33.0万股 | +1.9万股+5.86% | 加仓 |
| IiShares安硕IEMG |
| 0.59% | 0.47% | $540.5万 | 6.5万股 | $358.2万 | 5.2万股 | +1.4万股+26.74% | 加仓 |
| I景顺QQQ信托VOO |
| 0.57% | 0.57% | $516.8万 | 7,054股 | $431.3万 | 7,523股 | -469股-6.23% | 减仓 |
| BBNY MELLON CORE BOND ETFBKAG |
| 0.56% | 0.64% | $512.3万 | 12.2万股 | $485.3万 | 11.5万股 | +6,252股+5.42% | 加仓 |
 威瑞森VZ |
| 0.56% | 0.75% | $511.5万 | 11.6万股 | $568.1万 | 11.4万股 | +2,130股+1.87% | 加仓 |
| CCOLUMBIA ETF TR ICRUX |
| 0.51% | — | $467.4万 | 15.5万股 | $0 | 0股 | +15.5万股 | 新买入 |
 默沙东MRK |
| 0.5% | 0.56% | $461.3万 | 3.6万股 | $423.8万 | 3.5万股 | +471股+1.34% | 加仓 |
 SUN LIFE FINANCIALSLF |
| 0.5% | 0.48% | $456.6万 | 5.8万股 | $359.3万 | 5.8万股 | +86股+0.15% | 加仓 |
