| SSPDR标普500 ETFSPY |
| 10.79% | 10.81% | $3,472.7万 | 4.6万股 | $3,225.2万 | 4.9万股 | -2,480股-5.07% | 减仓 |
| V先锋领航指数基金VOO |
| 7.96% | 7.69% | $2,562.4万 | 3.7万股 | $2,295.2万 | 3.8万股 | -578股-1.53% | 减仓 |
| IiShares安硕信托ICSH |
| 7.09% | 7.2% | $2,282.3万 | 45.2万股 | $2,147.5万 | 42.5万股 | +2.7万股+6.23% | 加仓 |
| S道富SPYM |
| 6.08% | 4.93% | $1,956.0万 | 22.2万股 | $1,470.8万 | 19.0万股 | +3.3万股+17.26% | 加仓 |
| IiShares安硕信托IBTH |
| 5.83% | 6.03% | $1,875.5万 | 84.0万股 | $1,799.2万 | 80.4万股 | +3.6万股+4.52% | 加仓 |
| IiShares安硕信托IBTI |
| 5.77% | 5.98% | $1,857.0万 | 84.2万股 | $1,784.0万 | 80.3万股 | +3.9万股+4.83% | 加仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 5.75% | 5.96% | $1,849.1万 | 81.0万股 | $1,776.9万 | 77.8万股 | +3.2万股+4.11% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 4.99% | 4.84% | $1,606.3万 | 3.0万股 | $1,444.9万 | 3.1万股 | -619股-2.00% | 减仓 |
| IiShares安硕信托IBTJ |
| 4.44% | 4.47% | $1,427.4万 | 66.2万股 | $1,333.7万 | 61.2万股 | +4.9万股+8.05% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Treasury EtfIBTK |
| 4.3% | 4.43% | $1,384.9万 | 71.2万股 | $1,322.8万 | 67.2万股 | +4.0万股+5.90% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.89% | 1.55% | $608.6万 | 3.4万股 | $463.7万 | 3.4万股 | +224股+0.66% | 加仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 1.83% | 1.43% | $588.7万 | 20.4万股 | $427.5万 | 14.7万股 | +5.7万股+38.56% | 加仓 |
 苹果AAPL |
| 1.32% | 1.15% | $424.9万 | 1.4万股 | $343.7万 | 1.4万股 | +119股+0.88% | 加仓 |
 微软MSFT |
| 0.92% | 1.03% | $297.5万 | 7,651股 | $307.7万 | 8,264股 | -613股-7.42% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.89% | 0.89% | $285.7万 | 5.9万股 | $265.4万 | 5.5万股 | +4,543股+8.27% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.81% | 0.77% | $259.8万 | 3.9万股 | $230.1万 | 3.9万股 | -297股-0.76% | 减仓 |
 谷歌AGOOGL |
| 0.76% | 0.73% | $244.0万 | 6,647股 | $217.5万 | 7,121股 | -474股-6.66% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.75% | 0.74% | $242.9万 | 2.1万股 | $220.0万 | 2.2万股 | -1,347股-6.13% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.72% | 0.72% | $231.2万 | 9,680股 | $213.9万 | 9,873股 | -193股-1.95% | 减仓 |
| I景顺QQQ信托VOO |
| 0.68% | 0.65% | $218.7万 | 3,082股 | $193.4万 | 3,286股 | -204股-6.21% | 减仓 |
| IiShares安硕信托IVV |
| 0.67% | 0.64% | $217.0万 | 2,890股 | $191.5万 | 2,892股 | -2股-0.07% | 减仓 |
 博通AVGO |
| 0.65% | 0.71% | $209.4万 | 5,649股 | $210.9万 | 6,314股 | -665股-10.53% | 减仓 |
 AMGEN COMAMGN |
| 0.64% | 0.64% | $207.3万 | 5,632股 | $192.1万 | 5,649股 | -17股-0.30% | 减仓 |
 SEMPRA COMSRE |
| 0.64% | 0.69% | $206.9万 | 2.2万股 | $204.8万 | 2.1万股 | +1,073股+5.16% | 加仓 |
| B贝莱德ETF信托CORO |
| 0.62% | — | $200.2万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
 亚马逊AMZN |
| 0.61% | 0.58% | $196.1万 | 7,974股 | $173.8万 | 8,131股 | -157股-1.93% | 减仓 |
| IiShares安硕信托IVW |
| 0.51% | 0.47% | $164.1万 | 1.2万股 | $139.6万 | 1.2万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.49% | 0.47% | $156.8万 | 7,961股 | $139.0万 | 7,802股 | +159股+2.04% | 加仓 |
| S道富SPYV |
| 0.49% | 0.68% | $156.3万 | 2.5万股 | $202.7万 | 3.6万股 | -1.0万股-29.14% | 减仓 |
 好市多COST |
| 0.48% | 0.6% | $156.1万 | 1,647股 | $179.7万 | 1,774股 | -127股-7.16% | 减仓 |
| V先锋领航指数基金VUG |
| 0.46% | 0.36% | $149.3万 | 1.7万股 | $106.1万 | 2,385股 | +1.5万股+628.81% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.46% | 0.49% | $146.7万 | 1.3万股 | $145.5万 | 1.3万股 | -996股-7.38% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.45% | 0.48% | $145.1万 | 2,878股 | $141.7万 | 2,964股 | -86股-2.90% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.44% | 0.43% | $141.0万 | 2.5万股 | $128.3万 | 2.6万股 | -562股-2.19% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.43% | 0.38% | $138.8万 | 5,707股 | $114.6万 | 6,118股 | -411股-6.72% | 减仓 |
| Q高通QCOM |
| 0.4% | 0.31% | $127.2万 | 6,952股 | $91.0万 | 7,336股 | -384股-5.23% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.38% | 0.42% | $123.0万 | 2.4万股 | $126.0万 | 2.5万股 | -613股-2.45% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.38% | 0.38% | $120.8万 | 3,323股 | $112.9万 | 3,714股 | -391股-10.53% | 减仓 |
 AFLAC COMAFL |
| 0.36% | 0.35% | $116.5万 | 9,593股 | $105.2万 | 9,517股 | +76股+0.80% | 加仓 |
| S道富XLI |
| 0.34% | 0.33% | $110.5万 | 6,060股 | $99.5万 | 6,059股 | +1股+0.02% | 加仓 |
| IiShares安硕信托DVY |
| 0.34% | 0.37% | $110.2万 | 6,898股 | $108.9万 | 7,182股 | -284股-3.95% | 减仓 |
| IiShares安硕信托ITOT |
| 0.34% | 0.32% | $108.9万 | 6,638股 | $95.3万 | 6,638股 | 00.00% | 持仓不变 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.34% | 0.33% | $107.9万 | 6,561股 | $99.2万 | 6,768股 | -207股-3.06% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.32% | 0.32% | $102.7万 | 4,450股 | $94.4万 | 4,450股 | 00.00% | 持仓不变 |
| B贝莱德ETF信托THRO |
| 0.31% | 0.34% | $99.6万 | 2.3万股 | $101.6万 | 2.8万股 | -4,189股-15.22% | 减仓 |
 麦当劳MCD |
| 0.31% | 0.37% | $99.1万 | 3,510股 | $111.7万 | 3,663股 | -153股-4.18% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.31% | 0.3% | $98.9万 | 1.9万股 | $89.4万 | 1.7万股 | +1,739股+10.10% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.28% | 0.31% | $90.6万 | 8,158股 | $91.2万 | 8,158股 | 00.00% | 持仓不变 |
| B贝莱德ETF信托BAI |
| 0.28% | 0.28% | $90.0万 | 2.0万股 | $84.4万 | 2.4万股 | -4,538股-18.68% | 减仓 |
 摩根大通JPM |
| 0.27% | 0.25% | $85.5万 | 2,520股 | $74.0万 | 2,489股 | +31股+1.25% | 加仓 |
