| S嘉信·USSCHX |
| 6.9% | 6.79% | $6,211.3万 | 211.1万股 | $5,244.5万 | 204.5万股 | +6.5万股+3.18% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 4.32% | 4% | $3,888.7万 | 114.9万股 | $3,094.5万 | 106.2万股 | +8.7万股+8.17% | 加仓 |
| V先锋领航指数基金VTV |
| 4.04% | 3.93% | $3,639.0万 | 16.7万股 | $3,037.8万 | 15.5万股 | +1.2万股+7.84% | 加仓 |
 苹果AAPL |
| 4.04% | 3.42% | $3,633.7万 | 12.6万股 | $2,641.6万 | 10.4万股 | +2.1万股+20.64% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 3.59% | 3.71% | $3,227.0万 | 77.0万股 | $2,868.7万 | 79.1万股 | -2.1万股-2.65% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 3.44% | 3.75% | $3,096.0万 | 68.1万股 | $2,896.7万 | 63.5万股 | +4.6万股+7.18% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.01% | 3.05% | $2,706.7万 | 93.5万股 | $2,355.1万 | 93.8万股 | -3,689股-0.39% | 减仓 |
| S嘉信策略信托SCHF |
| 3.01% | 3.07% | $2,705.8万 | 97.7万股 | $2,371.9万 | 95.8万股 | +1.8万股+1.92% | 加仓 |
| C资本集团成长ETFCGGR |
| 2.9% | 2.94% | $2,610.6万 | 55.3万股 | $2,269.6万 | 56.5万股 | -1.2万股-2.06% | 减仓 |
 泛林集团LRCX |
| 2.85% | 1.67% | $2,563.8万 | 5.9万股 | $1,291.0万 | 6.0万股 | -1,259股-2.08% | 减仓 |
| PPimco Active Bond ETFBOND |
| 2.82% | 3.08% | $2,541.3万 | 27.6万股 | $2,382.1万 | 25.8万股 | +1.7万股+6.76% | 加仓 |
| IiShares安硕信托IUSB |
| 1.86% | 2.12% | $1,674.6万 | 36.3万股 | $1,639.2万 | 35.5万股 | +7,946股+2.24% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.82% | 1.87% | $1,635.4万 | 39.6万股 | $1,443.5万 | 37.1万股 | +2.6万股+7.00% | 加仓 |
 微软MSFT |
| 1.62% | 1.94% | $1,454.1万 | 3.9万股 | $1,497.8万 | 4.0万股 | -1,484股-3.67% | 减仓 |
| S嘉信策略信托SCHM |
| 1.5% | 1.46% | $1,347.4万 | 36.5万股 | $1,124.6万 | 36.3万股 | +2,179股+0.60% | 加仓 |
| IiShares安硕信托GARP |
| 1.47% | 1.34% | $1,325.8万 | 16.1万股 | $1,036.2万 | 16.2万股 | -1,383股-0.85% | 减仓 |
 台积电TSM |
| 1.43% | 1.21% | $1,290.4万 | 2.7万股 | $936.9万 | 2.8万股 | -704股-2.54% | 减仓 |
 谷歌AGOOGL |
| 1.33% | 1.12% | $1,198.9万 | 3.4万股 | $869.2万 | 3.0万股 | +3,319股+10.98% | 加仓 |
 科磊KLAC |
| 1.21% | 0.7% | $1,085.3万 | 3.6万股 | $539.8万 | 3,666股 | +3.2万股+881.26% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 1.12% | 1.24% | $1,005.9万 | 19.9万股 | $958.7万 | 18.9万股 | +9,943股+5.27% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.06% | 0.92% | $952.7万 | 9.3万股 | $709.5万 | 9.0万股 | +2,924股+3.24% | 加仓 |
| S嘉信策略信托SCHD |
| 0.99% | 1.12% | $891.2万 | 28.1万股 | $866.1万 | 28.2万股 | -1,289股-0.46% | 减仓 |
 应用材料AMAT |
| 0.97% | 0.55% | $876.3万 | 1.2万股 | $423.5万 | 1.2万股 | -273股-2.20% | 减仓 |
 亚马逊AMZN |
| 0.95% | 0.95% | $857.9万 | 3.6万股 | $736.3万 | 3.5万股 | +639股+1.81% | 加仓 |
| V先锋领航全球基金VGT |
| 0.95% | 0.82% | $857.8万 | 7.2万股 | $636.4万 | 9,122股 | +6.3万股+686.77% | 加仓 |
| S嘉信策略信托SCHE |
| 0.92% | 0.91% | $826.1万 | 22.8万股 | $701.5万 | 21.3万股 | +1.5万股+7.00% | 加仓 |
 英伟达NVDA |
| 0.9% | 0.77% | $808.1万 | 4.0万股 | $598.7万 | 3.4万股 | +6,051股+17.62% | 加仓 |
| PPIMCO太平洋投资管理ETFLDUR |
| 0.85% | 0.78% | $765.5万 | 8.0万股 | $605.6万 | 6.3万股 | +1.7万股+26.64% | 加仓 |
 VanEck ETF信托SMH |
| 0.73% | 0.5% | $656.2万 | 1.0万股 | $384.4万 | 1.0万股 | -24股-0.24% | 减仓 |
 博通AVGO |
| 0.67% | 0.65% | $604.9万 | 1.6万股 | $504.4万 | 1.6万股 | -284股-1.74% | 减仓 |
 礼来LLY |
| 0.67% | 0.59% | $604.1万 | 5,036股 | $458.6万 | 4,987股 | +49股+0.98% | 加仓 |
 默沙东MRK |
| 0.64% | 0.7% | $577.7万 | 4.5万股 | $539.8万 | 4.5万股 | +75股+0.17% | 加仓 |
| I景顺QQQ信托VOO |
| 0.61% | 0.43% | $549.7万 | 7,465股 | $334.2万 | 5,792股 | +1,673股+28.88% | 加仓 |
 Meta平台META |
| 0.59% | 0.67% | $528.6万 | 9,384股 | $518.6万 | 9,065股 | +319股+3.52% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.55% | 0.33% | $491.3万 | 3.8万股 | $256.4万 | 2.3万股 | +1.5万股+64.36% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.51% | 0.56% | $457.0万 | 9,133股 | $436.3万 | 9,106股 | +27股+0.30% | 加仓 |
| S嘉信·USSCHA |
| 0.48% | 0.44% | $430.0万 | 11.9万股 | $337.0万 | 11.6万股 | +3,097股+2.67% | 加仓 |
| F富达Covington信托FBCV |
| 0.48% | 0.53% | $428.1万 | 10.5万股 | $407.5万 | 11.3万股 | -7,841股-6.92% | 减仓 |
 ALTRIAMO |
| 0.47% | 0.51% | $426.4万 | 5.9万股 | $391.8万 | 5.9万股 | -121股-0.20% | 减仓 |
| IiShares安硕信托IMCG |
| 0.44% | 0.42% | $399.8万 | 4.1万股 | $321.2万 | 4.1万股 | -118股-0.29% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.43% | 0.56% | $389.7万 | 3.1万股 | $434.5万 | 3.1万股 | -329股-1.06% | 减仓 |
 洛克希德马丁LMT |
| 0.43% | 0.6% | $386.6万 | 7,588股 | $464.2万 | 7,681股 | -93股-1.21% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.42% | 0.41% | $376.4万 | 9,476股 | $319.1万 | 1.0万股 | -556股-5.54% | 减仓 |
 AMGEN COMAMGN |
| 0.41% | 0.49% | $371.8万 | 1.0万股 | $378.5万 | 1.1万股 | -492股-4.57% | 减仓 |
 摩根大通JPM |
| 0.41% | 0.44% | $371.6万 | 1.1万股 | $337.1万 | 1.1万股 | -108股-0.94% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.41% | 0.44% | $369.8万 | 1.9万股 | $343.0万 | 1.9万股 | +100股+0.54% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.4% | 0.42% | $355.4万 | 2.0万股 | $324.8万 | 2.0万股 | -4股-0.02% | 减仓 |
| F第一信托交易所交易基金SDVY |
| 0.39% | 0.41% | $352.8万 | 8.2万股 | $314.7万 | 8.0万股 | +1,937股+2.43% | 加仓 |
 特灵科技TT |
| 0.37% | 0.37% | $331.0万 | 6,739股 | $282.3万 | 6,777股 | -38股-0.56% | 减仓 |
| AABRDN FDSASCI |
| 0.36% | 0.39% | $326.0万 | 8.9万股 | $297.6万 | 9.0万股 | -682股-0.76% | 减仓 |
