| IiShares安硕信托IVV |
| 12.25% | 12.85% | $3.24亿 | 43.2万股 | $2.89亿 | 44.2万股 | -9,699股-2.19% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 4.53% | 4.81% | $1.20亿 | 115.2万股 | $1.08亿 | 111.3万股 | +3.9万股+3.48% | 加仓 |
| I景顺QQQ信托VOO |
| 3.52% | 3.24% | $9,303.9万 | 12.6万股 | $7,273.6万 | 12.6万股 | +323股+0.26% | 加仓 |
 苹果AAPL |
| 3.15% | 3.09% | $8,315.7万 | 28.7万股 | $6,949.2万 | 27.4万股 | +1.4万股+4.96% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.99% | 3.46% | $7,913.7万 | 140.1万股 | $7,769.8万 | 137.1万股 | +3.0万股+2.21% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 2.73% | 2.33% | $7,208.7万 | 23.8万股 | $5,235.3万 | 22.0万股 | +1.8万股+7.99% | 加仓 |
| IiShares安硕信托IWY |
| 2.71% | 3.23% | $7,164.9万 | 24.7万股 | $7,267.8万 | 29.2万股 | -4.6万股-15.59% | 减仓 |
| V先锋领航全球基金MGV |
| 2.39% | 2.41% | $6,316.4万 | 38.6万股 | $5,408.0万 | 37.3万股 | +1.3万股+3.58% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.82% | 1.55% | $4,821.6万 | 25.3万股 | $3,473.9万 | 26.1万股 | -8,320股-3.18% | 减仓 |
| IiShares安硕信托EFV |
| 1.81% | 1.92% | $4,794.2万 | 62.6万股 | $4,308.6万 | 58.0万股 | +4.7万股+8.07% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.6% | 1.61% | $4,236.5万 | 5.7万股 | $3,625.9万 | 5.6万股 | +977股+1.75% | 加仓 |
| B贝莱德ETF信托DYNF |
| 1.5% | 0.03% | $3,975.6万 | 58.5万股 | $57.2万 | 9,830股 | +57.5万股+5,846.64% | 加仓 |
| IiShares安硕信托ICSH |
| 1.46% | 2.01% | $3,854.6万 | 76.2万股 | $4,523.3万 | 89.4万股 | -13.1万股-14.71% | 减仓 |
 英伟达NVDA |
| 1.41% | 1.27% | $3,738.3万 | 18.7万股 | $2,861.4万 | 16.4万股 | +2.3万股+13.87% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 1.38% | 1.37% | $3,638.2万 | 99.6万股 | $3,081.9万 | 91.3万股 | +8.3万股+9.13% | 加仓 |
| B贝莱德ETF信托BAI |
| 1.35% | 0.01% | $3,572.4万 | 67.8万股 | $25.4万 | 7,698股 | +67.0万股+8,702.43% | 加仓 |
| IiShares安硕信托AGG |
| 1.33% | 1.66% | $3,512.3万 | 35.5万股 | $3,720.7万 | 37.5万股 | -2.0万股-5.32% | 减仓 |
| V先锋领航·MIDVO |
| 1.14% | 1.46% | $3,026.9万 | 37.6万股 | $3,283.6万 | 11.4万股 | +26.1万股+228.57% | 加仓 |
 谷歌AGOOGL |
| 1.12% | 0.94% | $2,961.0万 | 8.3万股 | $2,119.0万 | 7.4万股 | +9,166股+12.44% | 加仓 |
 微软MSFT |
| 1.08% | 1.17% | $2,861.8万 | 7.7万股 | $2,627.3万 | 7.1万股 | +5,742股+8.09% | 加仓 |
 亚马逊AMZN |
| 0.96% | 0.91% | $2,530.8万 | 10.6万股 | $2,047.9万 | 9.8万股 | +7,856股+7.99% | 加仓 |
| IiShares安硕IEMG |
| 0.85% | 0.43% | $2,259.7万 | 27.3万股 | $958.6万 | 13.7万股 | +13.5万股+98.47% | 加仓 |
| IISHARES TRMMAX |
| 0.8% | — | $2,119.0万 | 78.3万股 | $0 | 0股 | +78.3万股 | 新买入 |
| IiShares安硕信托IVW |
| 0.79% | 0.77% | $2,094.9万 | 15.2万股 | $1,732.1万 | 15.3万股 | -814股-0.53% | 减仓 |
 博通AVGO |
| 0.77% | 0.71% | $2,035.4万 | 5.4万股 | $1,589.1万 | 5.1万股 | +2,540股+4.95% | 加仓 |
| IiShares安硕信托IWS |
| 0.77% | 0.73% | $2,032.2万 | 12.3万股 | $1,648.4万 | 11.3万股 | +1.0万股+9.16% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.76% | 0.83% | $2,000.6万 | 4.0万股 | $1,866.0万 | 3.9万股 | +1,041股+2.67% | 加仓 |
| S嘉信策略信托SCHD |
| 0.74% | 0.89% | $1,958.6万 | 61.8万股 | $1,995.2万 | 65.0万股 | -3.3万股-5.02% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.65% | 2.26% | $1,731.5万 | 7.9万股 | $5,084.3万 | 26.5万股 | -18.6万股-70.23% | 减仓 |
| IiShares安硕信托IGIB |
| 0.6% | 0.73% | $1,592.2万 | 29.9万股 | $1,631.5万 | 30.7万股 | -7,114股-2.32% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.6% | 0.59% | $1,581.5万 | 4.5万股 | $1,324.5万 | 4.6万股 | -1,414股-3.06% | 减仓 |
 摩根大通JPM |
| 0.59% | 0.6% | $1,550.3万 | 4.7万股 | $1,341.1万 | 4.6万股 | +1,772股+3.89% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.55% | 0.63% | $1,466.0万 | 9.6万股 | $1,421.6万 | 9.7万股 | -1,078股-1.11% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.52% | 0.46% | $1,373.7万 | 9.4万股 | $1,034.3万 | 8.1万股 | +1.3万股+16.22% | 加仓 |
 礼来LLY |
| 0.51% | 0.43% | $1,346.1万 | 1.1万股 | $966.5万 | 1.1万股 | +715股+6.80% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.51% | 0.44% | $1,341.5万 | 10.8万股 | $987.2万 | 2.3万股 | +8.5万股+366.64% | 加仓 |
| IiShares安硕信托EFG |
| 0.5% | 0.47% | $1,310.2万 | 10.5万股 | $1,058.4万 | 9.5万股 | +1.0万股+10.81% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.47% | 0.6% | $1,236.6万 | 11.5万股 | $1,348.0万 | 12.2万股 | -6,170股-5.07% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.45% | 0.51% | $1,194.3万 | 7.5万股 | $1,145.0万 | 7.8万股 | -2,819股-3.61% | 减仓 |
 好市多COST |
| 0.44% | 0.55% | $1,167.7万 | 1.2万股 | $1,244.5万 | 1.2万股 | -8股-0.06% | 减仓 |
| IiShares安硕信托IEFA |
| 0.44% | 0.46% | $1,162.9万 | 12.0万股 | $1,039.1万 | 11.5万股 | +5,628股+4.90% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.43% | 0.48% | $1,131.0万 | 9.6万股 | $1,078.8万 | 9.9万股 | -2,557股-2.58% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.42% | 0.5% | $1,110.2万 | 20.7万股 | $1,123.0万 | 22.7万股 | -2.0万股-8.96% | 减仓 |
| BBlackrock Etf Trust Ishares Defense Industrials ActiveIDEF |
| 0.41% | — | $1,084.4万 | 34.1万股 | $0 | 0股 | +34.1万股 | 新买入 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.41% | 0.42% | $1,077.3万 | 20.5万股 | $943.3万 | 18.1万股 | +2.4万股+13.32% | 加仓 |
| F第一信托·USTFVD |
| 0.41% | 0.48% | $1,073.5万 | 22.3万股 | $1,079.4万 | 23.0万股 | -6,690股-2.91% | 减仓 |
| IiShares安硕信托DGRO |
| 0.4% | 0.44% | $1,055.6万 | 13.9万股 | $992.1万 | 14.1万股 | -2,089股-1.48% | 减仓 |
| I景顺交易所交易基金信托PPA |
| 0.4% | 0.44% | $1,051.7万 | 6.0万股 | $999.6万 | 6.0万股 | -785股-1.30% | 减仓 |
 台积电TSM |
| 0.4% | 0.3% | $1,046.7万 | 2.2万股 | $666.1万 | 2.0万股 | +2,208股+11.20% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 0.39% | 0.46% | $1,041.9万 | 25.7万股 | $1,030.3万 | 28.7万股 | -3.0万股-10.39% | 减仓 |
