| IiShares安硕信托IVV |
| 13.55% | 12.92% | $5,323.8万 | 7.1万股 | $4,280.9万 | 6.6万股 | +5,552股+8.47% | 加仓 |
| IiShares安硕信托AGG |
| 6.2% | 6.09% | $2,437.2万 | 24.6万股 | $2,017.8万 | 20.3万股 | +4.3万股+21.14% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 5.28% | 5.97% | $2,076.1万 | 8.8万股 | $1,976.9万 | 9.2万股 | -4,186股-4.55% | 减仓 |
| IiShares安硕信托GJS |
| 4.83% | 5.08% | $1,897.1万 | 83.3万股 | $1,682.0万 | 73.4万股 | +9.9万股+13.43% | 加仓 |
 微软MSFT |
| 4.53% | 4.09% | $1,777.6万 | 4.8万股 | $1,354.7万 | 3.7万股 | +1.1万股+30.21% | 加仓 |
 礼来LLY |
| 3.7% | 3.43% | $1,454.7万 | 1.2万股 | $1,136.0万 | 1.2万股 | -223股-1.81% | 减仓 |
 亚马逊AMZN |
| 3.05% | 2.93% | $1,196.8万 | 5.0万股 | $970.2万 | 4.7万股 | +3,629股+7.79% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.94% | 2.73% | $1,155.9万 | 3.3万股 | $904.4万 | 3.2万股 | +1,184股+3.76% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.72% | 2.44% | $1,067.2万 | 5.6万股 | $810.3万 | 6.1万股 | -4,954股-8.13% | 减仓 |
 Meta平台META |
| 2.56% | 2.49% | $1,004.6万 | 1.8万股 | $825.6万 | 1.4万股 | +3,404股+23.59% | 加仓 |
| CCOLUMBIA ETF TR IRECS |
| 2.49% | 2.44% | $976.8万 | 22.6万股 | $809.6万 | 20.8万股 | +1.8万股+8.67% | 加仓 |
| IiShares安硕信托ICSH |
| 2.42% | 2.69% | $951.1万 | 18.8万股 | $892.4万 | 17.6万股 | +1.2万股+6.65% | 加仓 |
 台积电TSM |
| 2.17% | 1.88% | $851.0万 | 1.8万股 | $621.4万 | 1.8万股 | -568股-3.09% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.95% | 1.93% | $764.7万 | 22.6万股 | $638.7万 | 21.9万股 | +6,723股+3.07% | 加仓 |
 PALO ALTOPANW |
| 1.87% | 1.22% | $734.7万 | 2.2万股 | $403.7万 | 2.5万股 | -3,635股-14.44% | 减仓 |
| IiShares安硕信托IEFA |
| 1.76% | 1.77% | $689.9万 | 7.1万股 | $587.2万 | 6.5万股 | +6,574股+10.14% | 加仓 |
 英伟达NVDA |
| 1.69% | 1.87% | $662.8万 | 3.3万股 | $620.3万 | 3.6万股 | -2,446股-6.88% | 减仓 |
 苹果AAPL |
| 1.58% | 2.29% | $619.5万 | 2.1万股 | $760.2万 | 3.0万股 | -8,544股-28.52% | 减仓 |
 摩根大通JPM |
| 1.5% | 1.57% | $590.1万 | 1.8万股 | $520.0万 | 1.8万股 | +352股+1.99% | 加仓 |
 CrowdStrikeCRWD |
| 1.49% | 1.29% | $587.2万 | 7,695股 | $427.1万 | 1.1万股 | -3,246股-29.67% | 减仓 |
 博通AVGO |
| 1.45% | 1.05% | $570.5万 | 1.5万股 | $346.5万 | 1.1万股 | +3,908股+34.91% | 加仓 |
| IiShares安硕信托STIP |
| 1.43% | 0.84% | $563.1万 | 5.5万股 | $278.3万 | 2.7万股 | +2.8万股+104.82% | 加仓 |
 HEICOHEI |
| 1.42% | 1.25% | $557.2万 | 1.6万股 | $412.7万 | 1.5万股 | +592股+3.93% | 加仓 |
 VANECK REAL ASSETS ETFRAAX |
| 1.4% | — | $551.0万 | 13.9万股 | $0 | 0股 | +13.9万股 | 新买入 |
| J摩根大通交易所交易基金JEPI |
| 1.33% | 1.42% | $521.9万 | 9.2万股 | $469.8万 | 8.3万股 | +9,506股+11.47% | 加仓 |
 TransDigmTDG |
| 1.31% | 1.27% | $516.1万 | 3,875股 | $420.3万 | 3,626股 | +249股+6.87% | 加仓 |
 好市多COST |
| 1.23% | 1.55% | $483.6万 | 5,169股 | $512.4万 | 5,142股 | +27股+0.53% | 加仓 |
 史赛克SYK |
| 1.22% | 1.45% | $480.4万 | 1.5万股 | $480.1万 | 1.5万股 | +649股+4.44% | 加仓 |
 VanEck ETF信托SMH |
| 1.12% | 1% | $439.7万 | 6,704股 | $331.2万 | 8,640股 | -1,936股-22.41% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 1.03% | — | $405.3万 | 2,932股 | $0 | 0股 | +2,932股 | 新买入 |
 标普全球SPGI |
| 1.01% | 0.97% | $397.9万 | 9,771股 | $321.7万 | 7,564股 | +2,207股+29.18% | 加仓 |
 VisaV |
| 1.01% | 1% | $395.3万 | 1.2万股 | $331.4万 | 1.1万股 | +558股+5.09% | 加仓 |
 VeevaVEEV |
| 1% | 1.08% | $391.1万 | 2.2万股 | $357.5万 | 2.0万股 | +1,683股+8.27% | 加仓 |
 沃尔玛WMT |
| 0.99% | 1.4% | $387.7万 | 3.4万股 | $464.0万 | 3.7万股 | -3,097股-8.30% | 减仓 |
 Arista网络ANET |
| 0.92% | 0.65% | $359.8万 | 2.1万股 | $214.9万 | 1.8万股 | +3,675股+21.00% | 加仓 |
| IiShares安硕信托ITOT |
| 0.8% | 0.82% | $313.8万 | 1.9万股 | $272.1万 | 1.9万股 | +3股+0.02% | 加仓 |
 CloudflareNET |
| 0.71% | 0.68% | $280.8万 | 1.1万股 | $226.8万 | 1.1万股 | +457股+4.16% | 加仓 |
| IiShares安硕·GLOBAL ENERGY ETFIXC |
| 0.66% | — | $257.6万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
| C资本集团固定收益ETF信托CGMU |
| 0.62% | — | $244.2万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
 VANECK URANIUM AND NUCLEAR ETFNLR |
| 0.61% | 0.77% | $240.8万 | 2.1万股 | $256.0万 | 1.9万股 | +1,541股+8.02% | 加仓 |
 CINTAS COMCTAS |
| 0.6% | 0.68% | $237.4万 | 1.4万股 | $225.0万 | 1.3万股 | +657股+4.94% | 加仓 |
 阿斯麦ASML |
| 0.51% | 0.4% | $200.5万 | 1,008股 | $133.1万 | 1,008股 | 00.00% | 持仓不变 |
 iShares安硕·MBSACGL |
| 0.49% | 2.4% | $191.9万 | 2.0万股 | $794.6万 | 8.4万股 | -6.3万股-75.74% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.38% | 0.43% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托XLG |
| 0.35% | 0.35% | $138.4万 | 2.3万股 | $114.8万 | 2.1万股 | +1,560股+7.41% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.34% | 0.44% | $133.7万 | 2,671股 | $145.4万 | 3,034股 | -363股-11.96% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.32% | 0.39% | $127.0万 | 1.5万股 | $130.6万 | 1.7万股 | -2,230股-12.82% | 减仓 |
| IiShares安硕信托USMV |
| 0.31% | 0.33% | $122.6万 | 1.3万股 | $108.8万 | 1.2万股 | +976股+8.32% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 0.25% | 0.82% | $97.7万 | 2.4万股 | $272.2万 | 7.6万股 | -5.2万股-68.20% | 减仓 |
 GE航空GE |
| 0.23% | 0.25% | $89.0万 | 2,380股 | $82.2万 | 2,897股 | -517股-17.85% | 减仓 |
