| IiShares安硕信托ITOT |
| 25.27% | 24.15% | $1.70亿 | 103.6万股 | $1.32亿 | 93.0万股 | +10.6万股+11.45% | 加仓 |
| G通用动力VTI |
| 7.83% | 7.88% | $5,275.5万 | 14.7万股 | $4,321.0万 | 13.5万股 | +1.3万股+9.36% | 加仓 |
| B贝莱德·ETF TRUST IIIVVB |
| 5.84% | 6.38% | $3,934.4万 | 113.6万股 | $3,500.5万 | 109.3万股 | +4.4万股+3.99% | 加仓 |
| IiShares安硕信托IVV |
| 5.29% | 4.84% | $3,565.1万 | 4.8万股 | $2,654.9万 | 4.1万股 | +6,962股+17.13% | 加仓 |
| IiShares安硕信托IXUS |
| 4.18% | 4.19% | $2,811.5万 | 29.5万股 | $2,298.5万 | 26.5万股 | +2.9万股+11.04% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 3.99% | 3.18% | $2,689.6万 | 8.9万股 | $1,741.5万 | 7.3万股 | +1.5万股+21.13% | 加仓 |
| IiShares安硕信托IBDS |
| 3.68% | 3.95% | $2,474.8万 | 102.2万股 | $2,167.0万 | 89.4万股 | +12.8万股+14.30% | 加仓 |
| IiShares安硕信托IEFA |
| 3.33% | 3.09% | $2,239.4万 | 19.8万股 | $1,695.4万 | 16.8万股 | +3.0万股+17.91% | 加仓 |
 QorvoQRVO |
| 2.78% | 0.83% | $1,868.9万 | 20.1万股 | $456.1万 | 13.7万股 | +6.4万股+46.73% | 加仓 |
| G高盛ETF信托GINC |
| 1.77% | 1.87% | $1,192.0万 | 21.5万股 | $1,025.7万 | 20.5万股 | +9,523股+4.65% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 1.76% | 2.05% | $1,186.7万 | 17.6万股 | $1,122.4万 | 17.6万股 | -21股-0.01% | 减仓 |
| IiShares安硕信托IBDR |
| 1.64% | 2.14% | $1,107.6万 | 45.7万股 | $1,171.5万 | 48.3万股 | -2.6万股-5.41% | 减仓 |
| IiShares安硕·COREIJR |
| 1.29% | 0.97% | $871.7万 | 5.9万股 | $530.0万 | 4.3万股 | +1.6万股+37.85% | 加仓 |
| G高盛ETF信托GINC |
| 1.23% | 1.16% | $831.1万 | 14.0万股 | $636.9万 | 12.9万股 | +1.1万股+8.88% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.22% | 1.25% | $818.8万 | 1.1万股 | $687.7万 | 1.1万股 | +391股+3.70% | 加仓 |
| V先锋领航指数基金VOO |
| 1.13% | 1.21% | $762.5万 | 1.1万股 | $661.2万 | 1.1万股 | +38股+0.34% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.1% | 1.34% | $743.4万 | 12.1万股 | $732.1万 | 13.2万股 | -1.1万股-8.27% | 减仓 |
 苹果AAPL |
| 1% | 0.98% | $673.1万 | 2.3万股 | $538.7万 | 2.1万股 | +2,038股+9.60% | 加仓 |
 英伟达NVDA |
| 0.97% | 1% | $652.6万 | 3.3万股 | $546.8万 | 3.1万股 | +1,262股+4.03% | 加仓 |
| IiShares安硕信托IBDT |
| 0.84% | 0.88% | $565.3万 | 22.4万股 | $481.1万 | 19.0万股 | +3.4万股+17.88% | 加仓 |
| V先锋领航指数基金VUG |
| 0.75% | 0.78% | $504.3万 | 5.9万股 | $427.6万 | 9,790股 | +4.9万股+498.03% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.71% | 1.02% | $481.1万 | 8.5万股 | $558.2万 | 9.8万股 | -1.3万股-13.50% | 减仓 |
| IINVESCO S&P ULTRA DIVIDEND REVENUE ETFRDIV |
| 0.67% | 0.83% | $450.8万 | 7.6万股 | $455.0万 | 8.3万股 | -6,494股-7.86% | 减仓 |
 微软MSFT |
| 0.62% | 0.76% | $414.7万 | 1.1万股 | $418.7万 | 1.1万股 | -193股-1.71% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.6% | 0.75% | $401.0万 | 1.9万股 | $410.4万 | 2.6万股 | -6,717股-26.28% | 减仓 |
 亚马逊AMZN |
| 0.56% | 0.51% | $379.7万 | 1.6万股 | $281.0万 | 1.3万股 | +2,439股+18.08% | 加仓 |
| V先锋领航指数基金VB |
| 0.54% | 0.58% | $360.6万 | 1.2万股 | $317.8万 | 1.2万股 | -238股-1.96% | 减仓 |
 MERIDIAN CORP COMMRBK |
| 0.43% | 0.5% | $289.5万 | 14.5万股 | $274.0万 | 14.5万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.42% | 0.45% | $285.4万 | 2.3万股 | $245.1万 | 5,749股 | +1.7万股+299.84% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.4% | 0.49% | $271.3万 | 3.3万股 | $265.9万 | 3.2万股 | +829股+2.57% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.4% | 0.42% | $268.8万 | 6,564股 | $232.9万 | 6,532股 | +32股+0.49% | 加仓 |
 美光科技MU |
| 0.37% | 0.14% | $251.8万 | 2,181股 | $77.9万 | 2,306股 | -125股-5.42% | 减仓 |
| I景顺QQQ信托VOO |
| 0.37% | 0.34% | $248.0万 | 3,368股 | $185.8万 | 3,219股 | +149股+4.63% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.36% | — | $239.3万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 特斯拉TSLA |
| 0.31% | 0.3% | $211.4万 | 5,026股 | $163.8万 | 4,406股 | +620股+14.07% | 加仓 |
| IiShares安硕IEMG |
| 0.31% | 0.53% | $208.4万 | 2.5万股 | $292.6万 | 2.3万股 | +2,213股+9.66% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.3% | 0.33% | $200.3万 | 2.8万股 | $179.6万 | 2.8万股 | +78股+0.28% | 加仓 |
| V先锋领航指数基金VTV |
| 0.29% | 0.37% | $197.7万 | 9,071股 | $202.2万 | 1.0万股 | -1,309股-12.61% | 减仓 |
| IiShares安硕信托IWY |
| 0.29% | 0.3% | $194.0万 | 6,677股 | $166.2万 | 6,677股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.27% | 0.25% | $183.2万 | 4,849股 | $135.6万 | 4,381股 | +468股+10.68% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.27% | 0.28% | $180.1万 | 2.2万股 | $155.9万 | 2.2万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.26% | 0.23% | $175.0万 | 4,896股 | $126.6万 | 4,403股 | +493股+11.20% | 加仓 |
| IiShares安硕信托XVV |
| 0.25% | 0.27% | $171.1万 | 3.0万股 | $148.4万 | 3.0万股 | -13股-0.04% | 减仓 |
| IiShares安硕信托IWD |
| 0.25% | 0.27% | $169.6万 | 6,996股 | $149.5万 | 6,996股 | 00.00% | 持仓不变 |
 ARROW ELECTRSARW |
| 0.24% | 0.06% | $162.2万 | 7,614股 | $30.9万 | 7,614股 | 00.00% | 持仓不变 |
| DDimensional维度·USDFUV |
| 0.23% | 0.25% | $155.9万 | 2.8万股 | $137.3万 | 2.8万股 | 00.00% | 持仓不变 |
 黑石集团BX |
| 0.23% | — | $151.7万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| IiShares安硕信托SHV |
| 0.22% | 0.27% | $150.4万 | 1.4万股 | $148.1万 | 1.3万股 | +211股+1.57% | 加仓 |
 Meta平台META |
| 0.21% | 0.26% | $139.2万 | 2,471股 | $144.8万 | 2,531股 | -60股-2.37% | 减仓 |
| PProShares信托ISPY |
| 0.2% | 0.22% | $137.2万 | 2.8万股 | $122.6万 | 2.8万股 | +203股+0.72% | 加仓 |
