| SSPDR黄金信托GLD |
| 12.18% | 2.33% | $799.1万 | 2.8万股 | $185.4万 | 7,658股 | +2.0万股+262.14% | 加仓 |
| IiShares安硕信托IVV |
| 9.06% | 11.59% | $594.2万 | 1.1万股 | $923.5万 | 1.6万股 | -5,113股-32.59% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 7.1% | 3.3% | $465.8万 | 8,747股 | $263.0万 | 5,803股 | +2,944股+50.73% | 加仓 |
| I景顺QQQ信托VOO |
| 5.97% | 6.48% | $391.3万 | 8,344股 | $516.6万 | 1.0万股 | -1,760股-17.42% | 减仓 |
 英伟达NVDA |
| 4.73% | 5.83% | $310.2万 | 2.9万股 | $464.6万 | 3.5万股 | -5,972股-17.26% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 4.31% | 5.73% | $283.0万 | 6,740股 | $456.8万 | 1.1万股 | -3,996股-37.22% | 减仓 |
 苹果AAPL |
| 4.14% | 5% | $271.8万 | 1.2万股 | $398.3万 | 1.6万股 | -3,670股-23.07% | 减仓 |
| IInnovator ETF信托PAPR |
| 4.03% | — | $264.3万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
 微软MSFT |
| 3.01% | 3.94% | $197.7万 | 5,268股 | $314.3万 | 7,456股 | -2,188股-29.35% | 减仓 |
 亚马逊AMZN |
| 2.84% | 3.59% | $186.1万 | 9,781股 | $286.5万 | 1.3万股 | -3,279股-25.11% | 减仓 |
 谷歌AGOOGL |
| 2.45% | 2.46% | $160.8万 | 1.0万股 | $196.4万 | 1.0万股 | +23股+0.22% | 加仓 |
| SSPDR道富系列信托BIL |
| 2.29% | 2.06% | $150.0万 | 1.6万股 | $164.0万 | 1.8万股 | -1,582股-8.82% | 减仓 |
 Meta平台META |
| 2.03% | — | $133.1万 | 2,310股 | $0 | 0股 | +2,310股 | 新买入 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.95% | — | $128.1万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
 埃克森美孚XOM |
| 1.85% | 2.04% | $121.2万 | 1.0万股 | $162.9万 | 1.5万股 | -4,949股-32.68% | 减仓 |
| IiShares安硕信托SHV |
| 1.57% | 1.31% | $103.2万 | 9,342股 | $104.4万 | 9,477股 | -135股-1.42% | 减仓 |
| IiShares安硕信托IUSB |
| 1.54% | — | $101.1万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.36% | 4.98% | $89.4万 | 4,631股 | $396.8万 | 1.9万股 | -1.4万股-75.44% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.34% | 1.13% | $87.6万 | 1.7万股 | $90.0万 | 1.8万股 | -561股-3.14% | 减仓 |
 罗克韦尔自动化ROK |
| 1.22% | 1.11% | $80.0万 | 3,097股 | $88.5万 | 3,097股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.16% | 0.96% | $75.9万 | 1.3万股 | $76.3万 | 1.3万股 | -185股-1.41% | 减仓 |
| IiShares安硕信托GVI |
| 1.15% | 0.98% | $75.6万 | 7,163股 | $78.1万 | 7,407股 | -244股-3.29% | 减仓 |
| S道富SPYM |
| 1.15% | 0.87% | $75.4万 | 1.1万股 | $69.1万 | 1.0万股 | +1,439股+14.36% | 加仓 |
| IInnovator ETF信托UAUG |
| 1.08% | 0.99% | $70.5万 | 2.0万股 | $79.0万 | 2.2万股 | -1,871股-8.41% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.07% | 0.89% | $69.9万 | 3,385股 | $71.2万 | 3,060股 | +325股+10.62% | 加仓 |
 摩根大通JPM |
| 1% | 0.75% | $65.7万 | 2,679股 | $59.8万 | 2,494股 | +185股+7.42% | 加仓 |
 博通AVGO |
| 1% | 1.96% | $65.3万 | 3,899股 | $156.3万 | 6,742股 | -2,843股-42.17% | 减仓 |
| ZZACKS TRUSTZECP |
| 0.84% | 0.54% | $54.9万 | 1.8万股 | $43.4万 | 1.4万股 | +3,979股+27.92% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 0.76% | 0.62% | $49.7万 | 5,212股 | $49.1万 | 5,306股 | -94股-1.77% | 减仓 |
 礼来LLY |
| 0.73% | 0.97% | $47.7万 | 578股 | $77.3万 | 1,002股 | -424股-42.32% | 减仓 |
 联合健康UNH |
| 0.63% | 1.12% | $41.6万 | 795股 | $89.3万 | 1,766股 | -971股-54.98% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.6% | 0.49% | $39.4万 | 4,767股 | $39.1万 | 4,767股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHM |
| 0.6% | 0.52% | $39.3万 | 1.5万股 | $41.5万 | 1.5万股 | +45股+0.30% | 加仓 |
 台积电TSM |
| 0.59% | 0.49% | $38.8万 | 2,335股 | $39.3万 | 1,989股 | +346股+17.40% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.58% | — | $38.3万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 好市多COST |
| 0.58% | 0.47% | $38.0万 | 402股 | $37.4万 | 409股 | -7股-1.71% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.57% | 0.52% | $37.4万 | 1.5万股 | $41.6万 | 1.5万股 | +17股+0.11% | 加仓 |
 高盛GS |
| 0.57% | 0.61% | $37.1万 | 679股 | $48.9万 | 854股 | -175股-20.49% | 减仓 |
 甲骨文ORCL |
| 0.57% | 0.3% | $37.1万 | 2,652股 | $24.3万 | 1,456股 | +1,196股+82.14% | 加仓 |
| V先锋领航指数基金VOO |
| 0.47% | 0.41% | $30.9万 | 601股 | $32.9万 | 610股 | -9股-1.48% | 减仓 |
 AMD超威AMD |
| 0.46% | 0.5% | $30.1万 | 2,927股 | $40.2万 | 3,328股 | -401股-12.05% | 减仓 |
| IInnovator ETF信托PMAR |
| 0.43% | — | $28.2万 | 7,055股 | $0 | 0股 | +7,055股 | 新买入 |
| V先锋领航全球基金VGT |
| 0.43% | 0.39% | $28.0万 | 516股 | $31.1万 | 500股 | +16股+3.20% | 加仓 |
 VisaV |
| 0.42% | 0.38% | $27.7万 | 791股 | $30.4万 | 963股 | -172股-17.86% | 减仓 |
 NETFLIXNFLX |
| 0.42% | 0.77% | $27.5万 | 295股 | $61.4万 | 689股 | -394股-57.18% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 0.42% | — | $27.3万 | 4,671股 | $0 | 0股 | +4,671股 | 新买入 |
 艾伯维ABBV |
| 0.41% | 0.35% | $27.0万 | 1,287股 | $27.5万 | 1,549股 | -262股-16.91% | 减仓 |
| IInnovator ETF信托NMAR |
| 0.41% | — | $26.9万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 家得宝HD |
| 0.41% | 0.35% | $26.7万 | 728股 | $28.2万 | 725股 | +3股+0.41% | 加仓 |
| AAT&TT |
| 0.38% | 0.35% | $25.0万 | 8,842股 | $27.6万 | 1.2万股 | -3,258股-26.93% | 减仓 |
