| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 12.19% | 12.2% | $2,495.2万 | 73.8万股 | $2,132.9万 | 73.3万股 | +4,743股+0.65% | 加仓 |
| V先锋领航指数基金VOO |
| 9.16% | 9.39% | $1,875.1万 | 2.7万股 | $1,642.7万 | 2.7万股 | -189股-0.69% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 6.36% | 6.03% | $1,302.9万 | 4.3万股 | $1,053.7万 | 4.4万股 | -1,376股-3.10% | 减仓 |
 VanEck ETF信托SMH |
| 5.73% | 3.97% | $1,173.0万 | 1.8万股 | $694.6万 | 1.8万股 | -249股-1.37% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 5.6% | 5.99% | $1,146.3万 | 36.9万股 | $1,046.9万 | 37.6万股 | -7,319股-1.95% | 减仓 |
| I景顺QQQ信托VOO |
| 4.54% | 4.25% | $930.3万 | 1.3万股 | $743.1万 | 1.3万股 | -242股-1.88% | 减仓 |
| SSPDR标普500 ETFSPY |
| 4.45% | 4.78% | $910.5万 | 1.2万股 | $835.2万 | 1.3万股 | -650股-5.06% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 3.94% | 3.99% | $807.0万 | 23.2万股 | $697.8万 | 22.9万股 | +3,066股+1.34% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 3.07% | 3.39% | $629.4万 | 5.1万股 | $593.3万 | 1.4万股 | +3.7万股+264.27% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 2.97% | 3.02% | $607.4万 | 1.5万股 | $527.9万 | 1.5万股 | +28股+0.19% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 2.59% | 2.44% | $530.7万 | 1.3万股 | $427.0万 | 1.4万股 | -135股-0.99% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 2.52% | 2.44% | $516.7万 | 10.4万股 | $426.3万 | 8.6万股 | +1.8万股+21.23% | 加仓 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 2.25% | 2.2% | $459.7万 | 2.7万股 | $384.4万 | 2.7万股 | +509股+1.92% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.21% | 2.57% | $452.3万 | 8.0万股 | $448.8万 | 7.9万股 | +911股+1.15% | 加仓 |
| V先锋领航·TOTALBND |
| 2.08% | 2.8% | $426.5万 | 5.8万股 | $488.9万 | 6.6万股 | -8,298股-12.50% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.9% | 2.12% | $389.6万 | 16.1万股 | $369.9万 | 15.2万股 | +8,990股+5.90% | 加仓 |
| V先锋领航·S&PIVOG |
| 1.88% | 1.77% | $385.2万 | 2.5万股 | $309.3万 | 2.5万股 | +256股+1.03% | 加仓 |
| FFIDELITY LOW DURATION BOND FACTOR ETFFLDR |
| 1.82% | 2.16% | $371.8万 | 7.4万股 | $377.6万 | 7.5万股 | -1,235股-1.64% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.81% | 2.21% | $369.6万 | 16.0万股 | $387.0万 | 16.7万股 | -6,891股-4.13% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.67% | 1.59% | $341.9万 | 9,677股 | $278.2万 | 9,703股 | -26股-0.27% | 减仓 |
| S嘉信·USSCHX |
| 1.57% | 1.49% | $322.2万 | 11.0万股 | $260.2万 | 10.2万股 | +7,885股+7.76% | 加仓 |
| SSPDR道富系列信托SPYG |
| 1.55% | 1.57% | $317.7万 | 2.7万股 | $274.0万 | 2.8万股 | -1,286股-4.60% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.53% | 1.57% | $313.0万 | 2.1万股 | $274.9万 | 2.1万股 | -76股-0.35% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 1.46% | 1.55% | $298.4万 | 5,712股 | $270.2万 | 5,833股 | -121股-2.07% | 减仓 |
| V先锋领航指数基金VOT |
| 1.11% | 1.09% | $228.0万 | 7,445股 | $190.4万 | 7,399股 | +46股+0.62% | 加仓 |
 苹果AAPL |
| 1.02% | 1.12% | $209.0万 | 7,226股 | $195.1万 | 7,689股 | -463股-6.02% | 减仓 |
 科磊KLAC |
| 0.9% | 0.51% | $183.7万 | 6,090股 | $89.7万 | 609股 | +5,481股+900.00% | 加仓 |
| I景顺交易所交易基金信托XSVM |
| 0.89% | 0.9% | $181.5万 | 2.6万股 | $156.6万 | 2.6万股 | +104股+0.40% | 加仓 |
| I景顺交易所交易基金信托XSMO |
| 0.79% | 0.72% | $162.0万 | 1.7万股 | $125.2万 | 1.6万股 | +833股+5.06% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.74% | 0.65% | $152.4万 | 7,998股 | $114.4万 | 8,610股 | -612股-7.11% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.72% | 0.73% | $147.5万 | 6,666股 | $127.9万 | 6,744股 | -78股-1.16% | 减仓 |
 英伟达NVDA |
| 0.67% | 0.68% | $137.4万 | 6,896股 | $119.2万 | 6,891股 | +5股+0.07% | 加仓 |
| IiShares安硕信托SHV |
| 0.67% | 0.74% | $137.1万 | 1.2万股 | $128.7万 | 1.2万股 | +767股+6.58% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.65% | 0.71% | $132.5万 | 6,043股 | $124.7万 | 6,118股 | -75股-1.23% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.62% | 0.71% | $126.3万 | 1.5万股 | $124.8万 | 1.5万股 | +266股+1.76% | 加仓 |
| S嘉信策略信托SCHM |
| 0.61% | 0.61% | $125.5万 | 3.4万股 | $106.2万 | 3.4万股 | -266股-0.78% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.58% | 0.57% | $118.2万 | 3,933股 | $98.8万 | 3,984股 | -51股-1.28% | 减仓 |
| S道富SPYV |
| 0.49% | 0.53% | $99.3万 | 1.6万股 | $92.1万 | 1.6万股 | +64股+0.39% | 加仓 |
 亚马逊AMZN |
| 0.46% | 0.48% | $93.9万 | 3,940股 | $84.1万 | 4,040股 | -100股-2.48% | 减仓 |
| IiShares安硕信托IWD |
| 0.46% | 0.47% | $93.4万 | 3,851股 | $82.0万 | 3,839股 | +12股+0.31% | 加仓 |
| GGlobal X基金AIQ |
| 0.45% | 0.36% | $92.0万 | 1.4万股 | $63.5万 | 1.4万股 | +400股+2.94% | 加仓 |
| S嘉信·USSCHA |
| 0.4% | 0.39% | $81.6万 | 2.3万股 | $67.9万 | 2.3万股 | -753股-3.23% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.39% | 0.23% | $79.4万 | 1,240股 | $40.7万 | 1,239股 | +1股+0.08% | 加仓 |
| PProShares信托QLD |
| 0.37% | 0.28% | $75.9万 | 7,842股 | $49.0万 | 8,037股 | -195股-2.43% | 减仓 |
 微软MSFT |
| 0.23% | 0.26% | $46.7万 | 1,252股 | $46.3万 | 1,250股 | +2股+0.16% | 加仓 |
 Meta平台META |
| 0.21% | 0.25% | $42.8万 | 761股 | $43.5万 | 760股 | +1股+0.13% | 加仓 |
| S道富SLYG |
| 0.21% | 0.2% | $42.8万 | 3,596股 | $34.7万 | 3,589股 | +7股+0.20% | 加仓 |
 特斯拉TSLA |
| 0.19% | 0.25% | $39.8万 | 947股 | $44.1万 | 1,187股 | -240股-20.22% | 减仓 |
 谷歌AGOOGL |
| 0.19% | 0.18% | $39.3万 | 1,099股 | $31.6万 | 1,099股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.19% | 0.2% | $38.2万 | 1,935股 | $35.5万 | 1,926股 | +9股+0.47% | 加仓 |
