 优步UBER |
| 14.56% | 14.66% | $4,929.8万 | 65.6万股 | $4,769.2万 | 65.6万股 | -294股-0.04% | 减仓 |
| SSPDR标普500 ETFSPY |
| 12.26% | 12.16% | $4,149.0万 | 7.2万股 | $3,955.4万 | 7.3万股 | -368股-0.51% | 减仓 |
| MMARKETAXESSMKTX |
| 8.74% | 7.11% | $2,959.4万 | 11.6万股 | $2,313.3万 | 11.5万股 | +154股+0.13% | 加仓 |
| IiShares安硕信托IVV |
| 6.45% | 6.33% | $2,183.4万 | 3.8万股 | $2,058.7万 | 3.8万股 | +232股+0.62% | 加仓 |
| IiShares安硕信托GJS |
| 6.03% | 5.97% | $2,042.4万 | 87.1万股 | $1,940.5万 | 86.0万股 | +1.1万股+1.30% | 加仓 |
| G通用动力VTI |
| 4.69% | 4.64% | $1,588.8万 | 5.6万股 | $1,509.0万 | 5.6万股 | -302股-0.54% | 减仓 |
| IiShares安硕信托IXUS |
| 2.77% | 2.68% | $939.1万 | 12.9万股 | $871.0万 | 12.9万股 | +381股+0.30% | 加仓 |
| IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR |
| 2.7% | 2.07% | $912.6万 | 18.1万股 | $672.2万 | 13.4万股 | +4.7万股+35.32% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.33% | 2.31% | $787.5万 | 15.7万股 | $752.2万 | 15.5万股 | +2,078股+1.34% | 加仓 |
| CCONFLUENT CLASS A COM8QR |
| 2.32% | 3.5% | $785.4万 | 38.5万股 | $1,137.9万 | 38.5万股 | +43股+0.01% | 加仓 |
| IiShares安硕信托ITOT |
| 2.29% | 2.21% | $775.4万 | 6.2万股 | $720.1万 | 6.1万股 | +1,096股+1.81% | 加仓 |
| J骏利亨德森JAAA |
| 2.18% | 2.05% | $736.6万 | 14.5万股 | $666.1万 | 13.1万股 | +1.4万股+10.60% | 加仓 |
| EELASTICESTC |
| 1.64% | 2.53% | $553.6万 | 7.2万股 | $821.5万 | 7.2万股 | 00.00% | 持仓不变 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 1.62% | 1.81% | $549.3万 | 4.9万股 | $587.7万 | 5.5万股 | -6,308股-11.48% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.53% | 1.53% | $517.6万 | 10.1万股 | $496.2万 | 9.9万股 | +2,233股+2.26% | 加仓 |
 苹果AAPL |
| 1.32% | 1.23% | $448.2万 | 1.9万股 | $401.0万 | 1.9万股 | +199股+1.05% | 加仓 |
 Meta平台META |
| 1.25% | 1.15% | $424.0万 | 7,407股 | $374.0万 | 7,417股 | -10股-0.13% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.23% | 1.25% | $417.1万 | 7.9万股 | $405.7万 | 7.9万股 | +21股+0.03% | 加仓 |
 微软MSFT |
| 1.22% | 1.33% | $412.8万 | 9,593股 | $431.1万 | 9,646股 | -53股-0.55% | 减仓 |
 摩根大通JPM |
| 1.07% | 1.07% | $362.9万 | 1.7万股 | $348.1万 | 1.7万股 | +2股+0.01% | 加仓 |
| SSPDR黄金信托GLD |
| 0.95% | 0.87% | $322.7万 | 1.3万股 | $282.6万 | 1.3万股 | +133股+1.01% | 加仓 |
 SnapSNAP |
| 0.9% | 1.46% | $306.0万 | 28.6万股 | $475.0万 | 28.6万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.84% | 0.83% | $285.3万 | 2.3万股 | $270.3万 | 2.2万股 | +1,618股+7.40% | 加仓 |
| I景顺QQQ信托VOO |
| 0.77% | 0.8% | $261.4万 | 5,356股 | $259.2万 | 5,411股 | -55股-1.02% | 减仓 |
| IiShares安硕信托AGG |
| 0.69% | 0.69% | $233.2万 | 2.3万股 | $223.9万 | 2.3万股 | -41股-0.18% | 减仓 |
 亚马逊AMZN |
| 0.68% | 0.73% | $230.9万 | 1.2万股 | $238.6万 | 1.2万股 | +43股+0.35% | 加仓 |
| IiShares安硕信托USRT |
| 0.49% | 0.44% | $164.2万 | 2.7万股 | $142.7万 | 2.7万股 | +17股+0.06% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.48% | 0.53% | $163.2万 | 1.9万股 | $171.0万 | 1.9万股 | -175股-0.93% | 减仓 |
| IiShares安硕信托IEFA |
| 0.47% | 0.58% | $160.3万 | 2.1万股 | $189.4万 | 2.6万股 | -5,546股-21.27% | 减仓 |
| V先锋领航·TOTALBND |
| 0.46% | 0.49% | $154.8万 | 2.1万股 | $159.7万 | 2.2万股 | -1,558股-7.03% | 减仓 |
| S道富SPAB |
| 0.44% | 0.47% | $147.6万 | 5.6万股 | $154.4万 | 6.2万股 | -5,092股-8.27% | 减仓 |
| S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI |
| 0.42% | 0.45% | $140.6万 | 3.0万股 | $146.3万 | 3.3万股 | -2,704股-8.15% | 减仓 |
| IiShares安硕·COREIJR |
| 0.41% | 0.3% | $140.0万 | 1.2万股 | $99.1万 | 9,294股 | +2,672股+28.75% | 加仓 |
| IiShares安硕信托EFV |
| 0.41% | 0.28% | $138.0万 | 2.4万股 | $92.2万 | 1.7万股 | +6,594股+37.92% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.39% | 0.45% | $131.7万 | 7,878股 | $146.6万 | 7,991股 | -113股-1.41% | 减仓 |
| IiShares安硕·COREIJH |
| 0.39% | 0.37% | $130.4万 | 2.1万股 | $121.2万 | 2.1万股 | +221股+1.07% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.38% | 0.36% | $128.3万 | 8,460股 | $117.7万 | 7,822股 | +638股+8.16% | 加仓 |
| AAMPLITUDEAMPL |
| 0.36% | 0.37% | $120.9万 | 13.5万股 | $120.0万 | 13.5万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.34% | 0.34% | $116.1万 | 3,693股 | $109.6万 | 3,684股 | +9股+0.24% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.31% | 0.48% | $106.1万 | 1.8万股 | $155.8万 | 2.7万股 | -9,644股-35.10% | 减仓 |
 谷歌AGOOGL |
| 0.31% | 0.34% | $103.3万 | 6,227股 | $111.3万 | 6,109股 | +118股+1.93% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.3% | 0.33% | $101.9万 | 4,515股 | $107.5万 | 4,752股 | -237股-4.99% | 减仓 |
| IISHARES US FINANCIAL SERVICES ETFIYG |
| 0.3% | 0.3% | $101.4万 | 1.4万股 | $96.7万 | 1.5万股 | -563股-3.79% | 减仓 |
| AASANAASAN |
| 0.3% | 0.37% | $100.3万 | 8.7万股 | $121.1万 | 8.7万股 | 00.00% | 持仓不变 |
| V先锋领航·S&P MID-CAP 400 ETFIVOO |
| 0.29% | 0.28% | $99.2万 | 9,392股 | $91.6万 | 9,238股 | +154股+1.67% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.29% | 0.32% | $96.9万 | 1.8万股 | $102.9万 | 1.9万股 | -899股-4.85% | 减仓 |
 博通AVGO |
| 0.28% | 0.27% | $93.8万 | 5,437股 | $88.2万 | 549股 | +4,888股+890.35% | 加仓 |
| IiShares安硕·10 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGLB |
| 0.27% | 0.29% | $92.4万 | 1.7万股 | $94.2万 | 1.9万股 | -1,575股-8.37% | 减仓 |
| AAAONAAON |
| 0.27% | 0.23% | $92.1万 | 8,545股 | $74.5万 | 8,545股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.27% | 0.29% | $89.8万 | 1.1万股 | $93.4万 | 1.2万股 | -954股-8.17% | 减仓 |
