| SSPDR标普500 ETFSPY |
| 21.26% | 21.07% | $6,847.2万 | 9.2万股 | $6,006.1万 | 9.2万股 | -663股-0.72% | 减仓 |
| IiShares安硕信托LQD |
| 9.5% | 10.25% | $3,060.9万 | 28.1万股 | $2,922.1万 | 26.8万股 | +1.3万股+4.67% | 加仓 |
 AMNEAL PHARMACEUTICALSAMRX |
| 7.34% | 5.99% | $2,365.0万 | 136.6万股 | $1,707.9万 | 137.4万股 | -7,710股-0.56% | 减仓 |
| IiShares安硕信托IWD |
| 6.8% | 6.93% | $2,189.6万 | 9.0万股 | $1,974.1万 | 9.2万股 | -2,072股-2.24% | 减仓 |
| IiShares安硕信托GJS |
| 6.36% | 3.44% | $2,049.2万 | 90.0万股 | $980.3万 | 42.8万股 | +47.2万股+110.24% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 6.09% | 5.96% | $1,963.0万 | 15.8万股 | $1,700.1万 | 4.0万股 | +11.8万股+296.50% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 5.37% | 5.03% | $1,729.7万 | 5.8万股 | $1,433.8万 | 5.8万股 | -244股-0.42% | 减仓 |
 联合包裹UPSUPS |
| 3.04% | 3.14% | $979.8万 | 9.1万股 | $896.2万 | 9.1万股 | +56股+0.06% | 加仓 |
| V先锋领航指数基金VOO |
| 2.89% | 3.01% | $930.1万 | 1.4万股 | $857.1万 | 1.4万股 | -801股-5.58% | 减仓 |
 英伟达NVDA |
| 2.64% | 2.57% | $850.9万 | 4.3万股 | $731.2万 | 4.2万股 | +602股+1.44% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 2.22% | 2.23% | $716.0万 | 6.5万股 | $635.2万 | 6.5万股 | -425股-0.65% | 减仓 |
 苹果AAPL |
| 1.73% | 1.68% | $557.8万 | 1.9万股 | $478.6万 | 1.9万股 | +418股+2.22% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 1.38% | 1.34% | $443.8万 | 3.7万股 | $380.8万 | 3.8万股 | -1,462股-3.85% | 减仓 |
| AAIM ETF PRODUCTS TRUSTSEPW |
| 1.33% | 1.76% | $429.6万 | 12.9万股 | $501.8万 | 15.9万股 | -3.0万股-19.01% | 减仓 |
| V先锋领航斯科茨代尔基金VONV |
| 1.2% | 1.35% | $387.0万 | 3.6万股 | $385.3万 | 4.1万股 | -4,699股-11.43% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 1.09% | 1.19% | $351.0万 | 2.7万股 | $340.2万 | 3.1万股 | -3,551股-11.45% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.02% | 1.1% | $329.1万 | 3.2万股 | $313.3万 | 3.2万股 | -571股-1.77% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.97% | 1.05% | $312.9万 | 6,254股 | $298.4万 | 6,228股 | +26股+0.42% | 加仓 |
| IiShares安硕信托EEM |
| 0.89% | 0.66% | $287.4万 | 4.2万股 | $189.1万 | 3.3万股 | +8,717股+26.18% | 加仓 |
| VVanEck Russia ETFBBH |
| 0.77% | 0.88% | $248.8万 | 2.4万股 | $252.2万 | 2.6万股 | -2,150股-8.24% | 减仓 |
 谷歌AGOOGL |
| 0.68% | 0.57% | $217.9万 | 6,096股 | $163.7万 | 5,694股 | +402股+7.06% | 加仓 |
 微软MSFT |
| 0.67% | 0.72% | $214.4万 | 5,749股 | $204.0万 | 5,511股 | +238股+4.32% | 加仓 |
 亚马逊AMZN |
| 0.64% | 0.62% | $207.2万 | 8,693股 | $177.8万 | 8,535股 | +158股+1.85% | 加仓 |
| G高盛ETF信托GSEW |
| 0.57% | 0.58% | $185.2万 | 2.0万股 | $165.0万 | 1.9万股 | +127股+0.65% | 加仓 |
| AALLIANZIM U.S. EQUITY BUFFER20 MAR ETFMARW |
| 0.57% | 0.85% | $184.1万 | 5.1万股 | $240.9万 | 7.1万股 | -2.0万股-27.84% | 减仓 |
 ServiceNowNOW |
| 0.48% | 0.6% | $155.6万 | 1.6万股 | $169.7万 | 1.6万股 | -560股-3.45% | 减仓 |
 Meta平台META |
| 0.48% | 0.55% | $154.3万 | 2,740股 | $156.4万 | 2,734股 | +6股+0.22% | 加仓 |
 思科CSCO |
| 0.44% | 0.32% | $141.0万 | 1.2万股 | $92.6万 | 1.2万股 | +66股+0.55% | 加仓 |
| G通用动力VTI |
| 0.4% | 0.39% | $128.3万 | 3,467股 | $110.3万 | 3,437股 | +30股+0.87% | 加仓 |
 卡特彼勒CAT |
| 0.39% | 0.29% | $124.7万 | 1,171股 | $83.2万 | 1,174股 | -3股-0.26% | 减仓 |
 博通AVGO |
| 0.32% | 0.28% | $103.6万 | 2,743股 | $79.4万 | 2,566股 | +177股+6.90% | 加仓 |
 AMD超威AMD |
| 0.31% | 0.12% | $99.0万 | 1,705股 | $33.3万 | 1,639股 | +66股+4.03% | 加仓 |
| AALLIANZIM U.S. EQUITY BUFFER20 AUG ETFAUGU |
| 0.3% | 0.38% | $98.2万 | 2.9万股 | $108.6万 | 3.4万股 | -4,958股-14.67% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.3% | 0.34% | $97.9万 | 1.2万股 | $97.5万 | 1.2万股 | +66股+0.56% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.3% | 0.29% | $96.0万 | 2,717股 | $83.4万 | 2,907股 | -190股-6.54% | 减仓 |
| AALLIANZIM U.S. EQUITY BUFFER20 DEC ETFDECW |
| 0.28% | 0.3% | $89.9万 | 2.5万股 | $84.3万 | 2.5万股 | 00.00% | 持仓不变 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.26% | — | $83.3万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| IiShares安硕信托IVV |
| 0.24% | 0.24% | $78.6万 | 1,050股 | $68.6万 | 1,050股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.24% | 0.12% | $76.8万 | 9,527股 | $35.0万 | 1,219股 | +8,308股+681.54% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.24% | 0.24% | $76.7万 | 4,241股 | $68.8万 | 4,159股 | +82股+1.97% | 加仓 |
 PALO ALTOPANW |
| 0.23% | 0.12% | $75.2万 | 2,206股 | $34.8万 | 2,170股 | +36股+1.66% | 加仓 |
| AAIM ETF PRODUCTS TRUST US LRGCP B20 APRAPRW |
| 0.23% | 0.31% | $74.5万 | 2.0万股 | $88.4万 | 2.5万股 | -4,954股-19.82% | 减仓 |
 应用材料AMAT |
| 0.22% | 0.12% | $71.7万 | 992股 | $34.7万 | 1,015股 | -23股-2.27% | 减仓 |
| IiShares安硕信托GVI |
| 0.22% | 0.16% | $70.7万 | 6,568股 | $46.4万 | 4,373股 | +2,195股+50.19% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.22% | 0.21% | $69.6万 | 1,699股 | $60.6万 | 1,699股 | 00.00% | 持仓不变 |
 VanEck ETF信托SMH |
| 0.22% | 0.14% | $69.5万 | 1,060股 | $40.6万 | 1,060股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.21% | 0.22% | $66.3万 | 2,609股 | $61.4万 | 2,512股 | +97股+3.86% | 加仓 |
 摩根大通JPM |
| 0.2% | 0.2% | $65.8万 | 2,011股 | $58.4万 | 1,984股 | +27股+1.36% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.2% | 0.28% | $65.1万 | 1.3万股 | $79.1万 | 1.6万股 | -2,975股-18.77% | 减仓 |
| AAIM ETF PRODUCTS TRUSTJUNW |
| 0.19% | — | $60.7万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
