| S嘉信策略信托SCHF |
| 9.07% | 8.19% | $983.7万 | 35.5万股 | $957.5万 | 38.7万股 | -3.2万股-8.21% | 减仓 |
| S嘉信·USSCHX |
| 7.68% | 6.18% | $832.7万 | 28.3万股 | $722.6万 | 28.2万股 | +1,123股+0.40% | 加仓 |
| SSPDR道富指数基金SPGM |
| 6.12% | 4.98% | $663.9万 | 7.7万股 | $581.8万 | 7.7万股 | +648股+0.84% | 加仓 |
| S道富SPAB |
| 4.86% | 4.29% | $526.9万 | 20.6万股 | $501.8万 | 19.6万股 | +1.1万股+5.41% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 4.49% | 3.54% | $486.5万 | 14.4万股 | $414.3万 | 14.2万股 | +1,536股+1.08% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 4.12% | 3.3% | $446.3万 | 12.8万股 | $386.2万 | 12.7万股 | +1,589股+1.26% | 加仓 |
 英伟达NVDA |
| 3.98% | 4.62% | $431.5万 | 2.2万股 | $539.9万 | 3.1万股 | -9,394股-30.34% | 减仓 |
| V先锋领航·TOTALBND |
| 2.95% | 2.65% | $319.9万 | 4.4万股 | $310.3万 | 4.2万股 | +1,441股+3.42% | 加仓 |
| S道富SLYG |
| 2.6% | 1.94% | $282.2万 | 2.4万股 | $227.0万 | 2.3万股 | +191股+0.81% | 加仓 |
| S道富MDYG |
| 2.49% | 1.95% | $270.1万 | 2.4万股 | $228.4万 | 2.4万股 | +295股+1.24% | 加仓 |
 台积电TSM |
| 2.48% | 2.42% | $269.0万 | 5,633股 | $282.4万 | 8,357股 | -2,724股-32.60% | 减仓 |
 苹果AAPL |
| 2.43% | 2.76% | $263.8万 | 9,116股 | $322.9万 | 1.3万股 | -3,606股-28.34% | 减仓 |
| S道富MDYV |
| 2.36% | 1.94% | $256.3万 | 2.7万股 | $226.5万 | 2.7万股 | +418股+1.57% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.28% | 1.82% | $247.1万 | 8.5万股 | $213.3万 | 8.5万股 | +331股+0.39% | 加仓 |
| IiShares安硕信托EFG |
| 2.28% | 2.25% | $246.7万 | 2.0万股 | $263.5万 | 2.4万股 | -3,834股-16.20% | 减仓 |
 礼来LLY |
| 2.25% | 2.24% | $243.5万 | 2,030股 | $261.6万 | 2,844股 | -814股-28.62% | 减仓 |
| S嘉信策略信托SCHR |
| 2.21% | 2.08% | $239.3万 | 9.7万股 | $243.7万 | 9.8万股 | -789股-0.81% | 减仓 |
 亚马逊AMZN |
| 2% | 2.36% | $216.7万 | 9,091股 | $276.4万 | 1.3万股 | -4,181股-31.50% | 减仓 |
| S嘉信·USSCHA |
| 1.9% | — | $205.9万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
 VisaV |
| 1.63% | 1.87% | $176.2万 | 5,137股 | $218.8万 | 7,239股 | -2,102股-29.04% | 减仓 |
 PALO ALTOPANW |
| 1.61% | 0.99% | $174.5万 | 5,116股 | $115.5万 | 7,205股 | -2,089股-28.99% | 减仓 |
| IiShares安硕信托EMB |
| 1.53% | 1.39% | $166.1万 | 1.7万股 | $162.3万 | 1.7万股 | -60股-0.35% | 减仓 |
 微软MSFT |
| 1.5% | 1.89% | $162.3万 | 4,351股 | $221.1万 | 5,973股 | -1,622股-27.16% | 减仓 |
 QUANTA SVCSPWR |
| 1.34% | 1.34% | $145.1万 | 2,015股 | $156.4万 | 2,849股 | -834股-29.27% | 减仓 |
 CASEYS GEN STORESCASY |
| 1.32% | 1.75% | $142.9万 | 1,798股 | $205.0万 | 2,816股 | -1,018股-36.15% | 减仓 |
 派克汉尼汾PH |
| 1.31% | 1.63% | $141.9万 | 1,451股 | $190.7万 | 2,130股 | -679股-31.88% | 减仓 |
| PPIMCO太平洋投资管理ETFHYS |
| 1.3% | 1.19% | $141.4万 | 1.5万股 | $139.3万 | 1.5万股 | +178股+1.19% | 加仓 |
| SSCHWAB LONG-TERM U.S. TREASURY ETFSCHQ |
| 1.25% | 1.19% | $135.9万 | 4.3万股 | $138.8万 | 4.4万股 | -751股-1.70% | 减仓 |
 好事达ALL |
| 1.21% | 1.4% | $131.4万 | 5,523股 | $163.6万 | 7,890股 | -2,367股-30.00% | 减仓 |
 TRAVELERS COSTRV |
| 1.09% | 1.27% | $118.0万 | 3,573股 | $148.7万 | 5,098股 | -1,525股-29.91% | 减仓 |
 高露洁CL |
| 1.08% | — | $117.3万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 博通AVGO |
| 1.02% | 1.12% | $110.9万 | 2,936股 | $130.9万 | 4,228股 | -1,292股-30.56% | 减仓 |
 Meta平台META |
| 1.02% | 1.38% | $110.7万 | 1,966股 | $161.3万 | 2,820股 | -854股-30.28% | 减仓 |
 第一资本COF |
| 0.94% | 1.08% | $102.3万 | 5,097股 | $126.3万 | 6,921股 | -1,824股-26.35% | 减仓 |
 万事达MA |
| 0.94% | 1.8% | $102.2万 | 1,989股 | $210.1万 | 4,205股 | -2,216股-52.70% | 减仓 |
 摩托罗拉解决方案MSI |
| 0.89% | 1.23% | $96.1万 | 2,314股 | $144.3万 | 3,326股 | -1,012股-30.43% | 减仓 |
 CARRIER GLOBALCARR |
| 0.87% | 0.89% | $94.0万 | 1.3万股 | $104.0万 | 1.8万股 | -5,656股-30.61% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.81% | 1.01% | $88.0万 | 3,379股 | $118.2万 | 4,784股 | -1,405股-29.37% | 减仓 |
 BOOKING COMBKNG |
| 0.81% | 0.96% | $87.6万 | 4,914股 | $112.0万 | 266股 | +4,648股+1,747.37% | 加仓 |
 HCA医疗HCA |
| 0.76% | 1.22% | $82.2万 | 2,108股 | $143.0万 | 3,021股 | -913股-30.22% | 减仓 |
| IiShares安硕信托HYG |
| 0.75% | 0.7% | $80.9万 | 1.0万股 | $82.2万 | 1.0万股 | -213股-2.06% | 减仓 |
 优步UBER |
| 0.73% | 0.95% | $78.7万 | 1.1万股 | $111.5万 | 1.5万股 | -4,592股-29.63% | 减仓 |
 美光科技MU |
| 0.69% | — | $74.8万 | 648股 | $0 | 0股 | +648股 | 新买入 |
 盎格鲁黄金AU |
| 0.63% | 1% | $68.6万 | 8,478股 | $116.6万 | 1.2万股 | -3,503股-29.24% | 减仓 |
| HHDFC BANKHDB |
| 0.63% | 0.8% | $68.4万 | 2.6万股 | $93.2万 | 3.7万股 | -1.1万股-29.25% | 减仓 |
 康菲石油COP |
| 0.61% | 0.96% | $66.3万 | 6,379股 | $111.7万 | 8,460股 | -2,081股-24.60% | 减仓 |
 ADOBE COMADBE |
| 0.61% | 0.89% | $65.7万 | 3,204股 | $103.8万 | 4,271股 | -1,067股-24.98% | 减仓 |
 Elevance健康ELV |
| 0.57% | 0.55% | $62.2万 | 1,609股 | $64.9万 | 2,216股 | -607股-27.39% | 减仓 |
 标普全球SPGI |
| 0.56% | 0.7% | $61.0万 | 1,498股 | $82.3万 | 1,936股 | -438股-22.62% | 减仓 |
 戴蒙德能源FANG |
| 0.54% | 0.78% | $58.2万 | 3,311股 | $91.6万 | 4,629股 | -1,318股-28.47% | 减仓 |
