| SSPDR标普500 ETFSPY |
| 18.17% | 17.79% | $3,685.1万 | 4.9万股 | $3,117.9万 | 4.8万股 | +1,404股+2.93% | 加仓 |
| IiShares安硕信托IVV |
| 10.71% | 10.81% | $2,172.6万 | 2.9万股 | $1,894.4万 | 2.9万股 | +10股+0.03% | 加仓 |
| S道富SPSM |
| 8.58% | 7.86% | $1,740.7万 | 30.2万股 | $1,377.5万 | 28.5万股 | +1.7万股+5.88% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 7.42% | 7.09% | $1,504.2万 | 13.6万股 | $1,242.0万 | 12.8万股 | +8,615股+6.74% | 加仓 |
 苹果AAPL |
| 3.6% | 3.71% | $730.7万 | 2.5万股 | $650.0万 | 2.6万股 | -360股-1.41% | 减仓 |
| I景顺QQQ信托VOO |
| 3.02% | 2.63% | $612.8万 | 8,322股 | $460.4万 | 7,977股 | +345股+4.32% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.96% | 3.26% | $599.7万 | 3.0万股 | $572.3万 | 3.1万股 | -708股-2.28% | 减仓 |
| PPimco Active Bond ETFBOND |
| 2.57% | 2.61% | $522.1万 | 5.7万股 | $457.5万 | 5.0万股 | +7,050股+14.22% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.52% | 2.85% | $510.6万 | 2.4万股 | $499.9万 | 2.6万股 | -2,048股-7.86% | 减仓 |
 谷歌AGOOGL |
| 2.48% | 2.45% | $504.0万 | 1.4万股 | $429.2万 | 1.5万股 | -820股-5.49% | 减仓 |
 英伟达NVDA |
| 2.38% | 2.48% | $483.5万 | 2.4万股 | $434.9万 | 2.5万股 | -771股-3.09% | 减仓 |
 博通AVGO |
| 2.16% | 2.09% | $437.3万 | 1.2万股 | $366.2万 | 1.2万股 | -255股-2.15% | 减仓 |
| IiShares安硕信托IXUS |
| 2.08% | 1.8% | $422.0万 | 4.4万股 | $315.8万 | 3.6万股 | +7,764股+21.30% | 加仓 |
| V先锋领航指数基金VB |
| 1.99% | 2.01% | $404.6万 | 1.3万股 | $352.0万 | 1.3万股 | -93股-0.69% | 减仓 |
 微软MSFT |
| 1.92% | 2.32% | $389.1万 | 1.0万股 | $407.3万 | 1.1万股 | -571股-5.19% | 减仓 |
 亚马逊AMZN |
| 1.88% | 1.98% | $380.9万 | 1.6万股 | $346.4万 | 1.7万股 | -654股-3.93% | 减仓 |
| SSPDR黄金信托GLD |
| 1.66% | 2.25% | $337.6万 | 9,165股 | $394.4万 | 9,165股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFMUNI |
| 1.46% | 1.68% | $296.3万 | 5.6万股 | $294.0万 | 5.6万股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.45% | 1.65% | $294.2万 | 11.1万股 | $289.9万 | 11.1万股 | +283股+0.26% | 加仓 |
| B贝莱德·ETF TRUST IIBRTR |
| 1.14% | 1.25% | $232.1万 | 4.6万股 | $219.8万 | 4.4万股 | +2,320股+5.30% | 加仓 |
| V先锋领航·MIDVO |
| 0.96% | 0.81% | $194.3万 | 2.4万股 | $141.8万 | 4,938股 | +1.9万股+388.34% | 加仓 |
| IiShares安硕·COREIJH |
| 0.91% | 0.93% | $184.1万 | 2.4万股 | $163.0万 | 2.4万股 | -265股-1.10% | 减仓 |
| V先锋领航指数基金VOO |
| 0.85% | 0.42% | $172.0万 | 2,505股 | $74.1万 | 1,240股 | +1,265股+102.02% | 加仓 |
| IiShares安硕信托EEM |
| 0.7% | 0.66% | $141.8万 | 2.1万股 | $115.0万 | 2.0万股 | +475股+2.35% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.69% | 0.75% | $139.6万 | 9,537股 | $131.3万 | 1.0万股 | -708股-6.91% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.65% | 0.7% | $131.5万 | 1.8万股 | $122.6万 | 1.9万股 | -681股-3.56% | 减仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.62% | 0.62% | $125.2万 | 1.7万股 | $109.3万 | 1.7万股 | -41股-0.24% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.54% | 0.58% | $109.7万 | 6,939股 | $102.2万 | 6,902股 | +37股+0.54% | 加仓 |
 强生JNJ |
| 0.53% | 0.59% | $108.0万 | 4,252股 | $103.4万 | 4,229股 | +23股+0.54% | 加仓 |
| IiShares安硕信托EFG |
| 0.5% | 0.57% | $102.1万 | 8,209股 | $99.6万 | 8,939股 | -730股-8.17% | 减仓 |
 ALTRIAMO |
| 0.45% | 0.51% | $91.8万 | 1.3万股 | $89.5万 | 1.4万股 | -811股-5.98% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.44% | 0.44% | $89.6万 | 7,216股 | $76.9万 | 1,804股 | +5,412股+300.00% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.44% | 0.35% | $88.4万 | 4,641股 | $61.0万 | 4,590股 | +51股+1.11% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.41% | 0.43% | $82.8万 | 1.5万股 | $76.2万 | 1.5万股 | +9股+0.06% | 加仓 |
| AAT&TT |
| 0.4% | 0.64% | $81.1万 | 3.9万股 | $112.7万 | 3.9万股 | +302股+0.78% | 加仓 |
| IiShares白银信托SLV |
| 0.39% | 0.58% | $79.2万 | 1.5万股 | $100.9万 | 1.5万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.39% | 0.4% | $78.9万 | 7,232股 | $70.5万 | 7,457股 | -225股-3.02% | 减仓 |
| S道富SPMD |
| 0.38% | 0.41% | $77.0万 | 1.1万股 | $72.5万 | 1.2万股 | -836股-6.83% | 减仓 |
 迈威尔MRVL |
| 0.37% | — | $74.7万 | 2,509股 | $0 | 0股 | +2,509股 | 新买入 |
| V先锋领航指数基金VXF |
| 0.35% | 0.34% | $70.9万 | 2,881股 | $59.3万 | 2,881股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.33% | 0.34% | $66.1万 | 2,793股 | $59.1万 | 2,746股 | +47股+1.71% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.32% | 0.41% | $64.3万 | 1.1万股 | $71.4万 | 1.3万股 | -1,212股-9.62% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.3% | 0.3% | $61.3万 | 4,458股 | $52.9万 | 4,608股 | -150股-3.26% | 减仓 |
| S嘉信·USSCHX |
| 0.3% | 0.29% | $60.2万 | 2.0万股 | $51.7万 | 2.0万股 | +297股+1.47% | 加仓 |
 希捷STX |
| 0.29% | 0.12% | $58.2万 | 603股 | $21.7万 | 554股 | +49股+8.84% | 加仓 |
 特斯拉TSLA |
| 0.29% | 0.28% | $57.8万 | 1,375股 | $49.7万 | 1,338股 | +37股+2.77% | 加仓 |
| AARK·21SHARES BITCOIN ETFARKB |
| 0.28% | 0.38% | $57.4万 | 3.0万股 | $66.4万 | 3.0万股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.27% | 0.38% | $55.3万 | 1.3万股 | $66.1万 | 1.3万股 | -124股-0.94% | 减仓 |
| G通用动力VTI |
| 0.27% | 0.27% | $55.0万 | 1,485股 | $47.6万 | 1,484股 | +1股+0.07% | 加仓 |
| IiShares安硕·COREIJR |
| 0.27% | 0.24% | $54.1万 | 3,651股 | $41.7万 | 3,352股 | +299股+8.92% | 加仓 |
