| I景顺QQQ信托VOO |
| 8.21% | 7.43% | $3,630.9万 | 4.9万股 | $2,831.7万 | 4.9万股 | +245股+0.50% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 5.37% | 4.85% | $2,375.2万 | 28.7万股 | $1,849.9万 | 4.5万股 | +24.2万股+533.55% | 加仓 |
| IiShares安硕信托EFG |
| 4.49% | 4.25% | $1,984.9万 | 16.0万股 | $1,619.7万 | 14.5万股 | +1.4万股+9.69% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 4.45% | 4.85% | $1,967.1万 | 38.9万股 | $1,849.1万 | 36.5万股 | +2.4万股+6.47% | 加仓 |
| S嘉信策略信托SCHC |
| 4.3% | 3.84% | $1,902.9万 | 36.1万股 | $1,465.4万 | 29.9万股 | +6.1万股+20.43% | 加仓 |
 苹果AAPL |
| 4.22% | 4.3% | $1,865.4万 | 6.4万股 | $1,638.9万 | 6.5万股 | -113股-0.17% | 减仓 |
 英伟达NVDA |
| 3.69% | 3.77% | $1,632.4万 | 8.2万股 | $1,438.0万 | 8.2万股 | -872股-1.06% | 减仓 |
| IINVESCO VARIABLE RATE INVESTMENT GRADE ETFVRIG |
| 2.68% | 2.84% | $1,185.9万 | 47.3万股 | $1,082.0万 | 43.2万股 | +4.1万股+9.45% | 加仓 |
| AAvantis·U SAVUV |
| 2.54% | 2.75% | $1,123.6万 | 9.0万股 | $1,049.4万 | 9.5万股 | -4,937股-5.20% | 减仓 |
| IiShares安硕信托VLUE |
| 2.48% | 2.37% | $1,098.3万 | 5.5万股 | $905.3万 | 6.4万股 | -8,703股-13.67% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.26% | 2.44% | $1,000.3万 | 4.2万股 | $931.7万 | 4.3万股 | -1,047股-2.42% | 减仓 |
| SSSGA ACTIVE ETF TRWIP |
| 2.22% | 2.34% | $981.6万 | 24.9万股 | $892.8万 | 22.5万股 | +2.4万股+10.67% | 加仓 |
| S道富SLYG |
| 2.11% | 1.91% | $932.3万 | 7.8万股 | $728.9万 | 7.5万股 | +2,816股+3.73% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.05% | 2.09% | $907.5万 | 1.2万股 | $798.3万 | 1.2万股 | -123股-1.00% | 减仓 |
| V先锋领航指数基金VTV |
| 1.96% | 2.1% | $866.6万 | 4.0万股 | $799.9万 | 4.1万股 | -1,009股-2.47% | 减仓 |
| IiShares安硕信托ICSH |
| 1.73% | 1.84% | $763.1万 | 15.1万股 | $700.2万 | 13.8万股 | +1.3万股+9.08% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 1.71% | 1.89% | $756.8万 | 9.2万股 | $720.2万 | 8.7万股 | +4,944股+5.67% | 加仓 |
 微软MSFT |
| 1.65% | 1.91% | $731.8万 | 2.0万股 | $728.0万 | 2.0万股 | -48股-0.24% | 减仓 |
 好市多COST |
| 1.56% | 1.91% | $688.5万 | 7,360股 | $728.6万 | 7,312股 | +48股+0.66% | 加仓 |
 希捷STX |
| 1.5% | 0.73% | $665.5万 | 6,896股 | $279.3万 | 7,130股 | -234股-3.28% | 减仓 |
| IiShares安硕信托IMCG |
| 1.42% | 1.2% | $626.0万 | 6.4万股 | $459.3万 | 5.8万股 | +5,376股+9.22% | 加仓 |
| PPacer基金信托COWZ |
| 1.33% | 1.47% | $588.5万 | 9.5万股 | $560.5万 | 9.0万股 | +5,020股+5.60% | 加仓 |
 科磊KLAC |
| 1.28% | 0.76% | $566.8万 | 1.9万股 | $287.8万 | 1,955股 | +1.7万股+860.97% | 加仓 |
 雪佛龙CVX |
| 1.23% | 1.77% | $542.9万 | 3.3万股 | $675.2万 | 3.3万股 | +120股+0.37% | 加仓 |
 博通AVGO |
| 1.14% | 1.09% | $504.8万 | 1.3万股 | $416.3万 | 1.3万股 | -87股-0.65% | 减仓 |
| I景顺·S&PSPHQ |
| 1.06% | 1.06% | $467.8万 | 5.2万股 | $404.6万 | 5.4万股 | -1,888股-3.51% | 减仓 |
 谷歌AGOOGL |
| 1.01% | 0.94% | $444.8万 | 1.2万股 | $359.0万 | 1.2万股 | -39股-0.31% | 减仓 |
| F第一信托·USTCIBR |
| 0.98% | 0.76% | $434.0万 | 4.8万股 | $291.3万 | 4.6万股 | +1,818股+3.91% | 加仓 |
 礼来LLY |
| 0.94% | 0.78% | $416.2万 | 3,470股 | $298.7万 | 3,248股 | +222股+6.83% | 加仓 |
 摩根大通JPM |
| 0.89% | 0.93% | $394.3万 | 1.2万股 | $356.2万 | 1.2万股 | -65股-0.54% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.87% | 0.74% | $383.6万 | 2.0万股 | $283.8万 | 2.1万股 | -1,225股-5.74% | 减仓 |
 康宁GLW |
| 0.81% | 0.46% | $359.6万 | 1.4万股 | $177.1万 | 1.3万股 | +1,058股+8.13% | 加仓 |
 亚马逊AMZN |
| 0.8% | 0.83% | $352.8万 | 1.5万股 | $316.8万 | 1.5万股 | -405股-2.66% | 减仓 |
 Meta平台META |
| 0.63% | 0.74% | $280.4万 | 4,978股 | $282.2万 | 4,932股 | +46股+0.93% | 加仓 |
 强生JNJ |
| 0.58% | 0.65% | $255.5万 | 1.0万股 | $247.5万 | 1.0万股 | -66股-0.65% | 减仓 |
 思科CSCO |
| 0.57% | 0.44% | $250.4万 | 2.1万股 | $166.4万 | 2.1万股 | -134股-0.62% | 减仓 |
| Q高通QCOM |
| 0.56% | 0.54% | $248.5万 | 1.3万股 | $204.2万 | 1.6万股 | -2,406股-15.18% | 减仓 |
 埃克森美孚XOM |
| 0.56% | 0.81% | $248.1万 | 1.8万股 | $308.4万 | 1.8万股 | -33股-0.18% | 减仓 |
 FIRST AMERN FINLFAF |
| 0.54% | 0.65% | $239.2万 | 3.5万股 | $246.7万 | 4.1万股 | -6,040股-14.76% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.51% | 0.56% | $223.4万 | 4,465股 | $213.8万 | 4,462股 | +3股+0.07% | 加仓 |
 LOWES COS COMLOW |
| 0.46% | 0.59% | $205.6万 | 9,324股 | $223.3万 | 9,451股 | -127股-1.34% | 减仓 |
| TTidal·TRUST ISPSK |
| 0.45% | 0.61% | $200.6万 | 11.1万股 | $231.2万 | 12.9万股 | -1.8万股-13.79% | 减仓 |
 沃尔玛WMT |
| 0.44% | 0.56% | $192.5万 | 1.7万股 | $213.0万 | 1.7万股 | -141股-0.82% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.42% | 0.39% | $187.3万 | 5,300股 | $150.0万 | 5,229股 | +71股+1.36% | 加仓 |
| TTidal·TRUST ISPUS |
| 0.41% | 0.21% | $180.7万 | 3.1万股 | $81.9万 | 1.7万股 | +1.4万股+84.74% | 加仓 |
| LLISTED FDS TRHLAL |
| 0.41% | — | $179.3万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 迪尔DE |
| 0.39% | 0.39% | $174.0万 | 2,743股 | $148.7万 | 2,640股 | +103股+3.90% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.39% | 0.4% | $173.8万 | 3,327股 | $154.1万 | 3,327股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.38% | 0.44% | $167.2万 | 1.1万股 | $168.9万 | 1.1万股 | -74股-0.64% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.36% | 0.34% | $161.2万 | 4,058股 | $129.5万 | 4,070股 | -12股-0.29% | 减仓 |
