| IiShares安硕信托IVV |
| 21.46% | 21.78% | $5,055.5万 | 6.8万股 | $4,466.7万 | 6.8万股 | -873股-1.28% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 13.18% | 12.45% | $3,104.7万 | 10.2万股 | $2,553.7万 | 10.7万股 | -4,993股-4.65% | 减仓 |
| S嘉信策略信托SCHC |
| 8.68% | 9.82% | $2,043.7万 | 38.7万股 | $2,014.9万 | 41.2万股 | -2.4万股-5.93% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 7.57% | 8.81% | $1,782.9万 | 3.4万股 | $1,806.3万 | 3.9万股 | -4,866股-12.48% | 减仓 |
| S嘉信策略信托SCHD |
| 5.15% | 5.31% | $1,213.2万 | 38.3万股 | $1,089.5万 | 35.5万股 | +2.7万股+7.74% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.03% | 4.07% | $949.9万 | 1.3万股 | $835.2万 | 1.3万股 | -122股-0.95% | 减仓 |
| I景顺QQQ信托VOO |
| 3.96% | 3.79% | $931.9万 | 1.3万股 | $776.8万 | 1.3万股 | -803股-5.97% | 减仓 |
| IiShares安硕·COREIJR |
| 3.93% | 3.74% | $924.9万 | 6.2万股 | $766.3万 | 6.2万股 | +714股+1.16% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.68% | 2.03% | $867.8万 | 12.2万股 | $416.7万 | 6.5万股 | +5.7万股+87.31% | 加仓 |
| WWisdomTree信托DGRW |
| 3.45% | 3.77% | $812.4万 | 8.5万股 | $774.1万 | 8.8万股 | -3,166股-3.59% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 3.25% | 3.28% | $765.4万 | 22.6万股 | $673.1万 | 23.1万股 | -4,863股-2.10% | 减仓 |
| V先锋领航·MIDVO |
| 2.98% | 3% | $702.2万 | 8.7万股 | $615.9万 | 2.1万股 | +6.6万股+306.38% | 加仓 |
| V先锋领航全球基金VGT |
| 2.33% | 2.1% | $549.1万 | 4.6万股 | $431.6万 | 6,185股 | +4.0万股+642.80% | 加仓 |
 默沙东MRK |
| 2.05% | 2.37% | $481.9万 | 3.8万股 | $485.2万 | 4.0万股 | -2,827股-7.01% | 减仓 |
| IiShares安硕信托IEI |
| 1.95% | 2.55% | $458.6万 | 3.9万股 | $522.8万 | 4.4万股 | -5,033股-11.42% | 减仓 |
 苹果AAPL |
| 1.67% | 1.68% | $392.8万 | 1.4万股 | $343.7万 | 1.4万股 | +31股+0.23% | 加仓 |
 微软MSFT |
| 1.63% | 1.41% | $384.6万 | 1.0万股 | $288.4万 | 7,790股 | +2,522股+32.37% | 加仓 |
| V先锋领航指数基金VOO |
| 1.58% | 1.56% | $373.0万 | 5,430股 | $319.0万 | 5,339股 | +91股+1.70% | 加仓 |
| V先锋领航指数基金VUG |
| 1.26% | 1.28% | $297.6万 | 3.5万股 | $262.3万 | 6,005股 | +2.9万股+475.27% | 加仓 |
| IiShares安硕信托SGOV |
| 1.09% | — | $257.1万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.83% | 0.91% | $195.7万 | 2.4万股 | $187.6万 | 2.3万股 | +1,115股+4.91% | 加仓 |
| IiShares安硕·COREIJH |
| 0.61% | 0.6% | $142.5万 | 1.8万股 | $122.5万 | 1.8万股 | +341股+1.88% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.59% | 0.44% | $137.9万 | 1.1万股 | $90.2万 | 2,115股 | +8,991股+425.11% | 加仓 |
 英伟达NVDA |
| 0.42% | 0.44% | $98.9万 | 4,942股 | $90.9万 | 5,213股 | -271股-5.20% | 减仓 |
| IiShares安硕信托IEFA |
| 0.42% | 0.26% | $98.4万 | 1.0万股 | $53.0万 | 5,852股 | +4,334股+74.06% | 加仓 |
 NETFLIXNFLX |
| 0.36% | 0.45% | $84.2万 | 1.2万股 | $92.3万 | 9,604股 | +2,193股+22.83% | 加仓 |
 亚马逊AMZN |
| 0.32% | 0.28% | $75.3万 | 3,158股 | $57.2万 | 2,745股 | +413股+15.05% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.32% | 0.35% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.23% | 0.17% | $54.0万 | 1,812股 | $35.2万 | 1,812股 | 00.00% | 持仓不变 |
 安费诺APH |
| 0.17% | 0.13% | $39.1万 | 2,218股 | $27.3万 | 2,165股 | +53股+2.45% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.14% | 0.16% | $33.1万 | 662股 | $32.7万 | 682股 | -20股-2.93% | 减仓 |
 赛富时CRM |
| 0.13% | 0.18% | $31.6万 | 2,018股 | $37.7万 | 2,018股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BIV |
| 0.13% | 0.36% | $31.3万 | 4,081股 | $73.3万 | 9,502股 | -5,421股-57.05% | 减仓 |
 GE航空GE |
| 0.13% | — | $31.1万 | 833股 | $0 | 0股 | +833股 | 新买入 |
 GE VernovaGEV |
| 0.12% | — | $29.0万 | 247股 | $0 | 0股 | +247股 | 新买入 |
| V先锋领航斯科茨代尔基金BSV |
| 0.12% | 0.13% | $28.3万 | 3,575股 | $25.8万 | 3,256股 | +319股+9.80% | 加仓 |
 迪士尼DIS |
| 0.1% | 0.11% | $22.7万 | 2,356股 | $22.7万 | 2,356股 | 00.00% | 持仓不变 |
