| SSPDR道富系列信托SPTM |
| 19.52% | 17.05% | $7,229.7万 | 79.6万股 | $5,593.7万 | 70.8万股 | +8.9万股+12.55% | 加仓 |
| S道富SPYM |
| 6.83% | 3.77% | $2,528.0万 | 28.8万股 | $1,236.1万 | 16.2万股 | +12.6万股+78.12% | 加仓 |
| V先锋领航指数基金VOO |
| 6.23% | 6.23% | $2,306.7万 | 3.4万股 | $2,045.0万 | 3.4万股 | -639股-1.87% | 减仓 |
| V先锋领航STAR基金VXUS |
| 5.05% | 4.68% | $1,869.7万 | 21.9万股 | $1,534.9万 | 19.9万股 | +2.0万股+9.87% | 加仓 |
 好市多COST |
| 3.52% | 3.98% | $1,305.3万 | 1.4万股 | $1,305.8万 | 1.3万股 | +848股+6.47% | 加仓 |
| B贝莱德ETF信托DYNF |
| 2.35% | 2.22% | $870.9万 | 12.8万股 | $728.5万 | 12.5万股 | +2,829股+2.26% | 加仓 |
| B贝莱德ETF信托CORO |
| 2.26% | 2.18% | $837.1万 | 22.9万股 | $715.1万 | 22.2万股 | +6,319股+2.84% | 加仓 |
| IiShares安硕信托IVW |
| 2.12% | 2.01% | $786.6万 | 5.7万股 | $658.2万 | 5.8万股 | -993股-1.71% | 减仓 |
 英伟达NVDA |
| 1.88% | 1.84% | $697.1万 | 3.5万股 | $602.4万 | 3.5万股 | +299股+0.87% | 加仓 |
| AAIM ETF PRODUCTS TRUSTMAYW |
| 1.86% | — | $690.6万 | 19.9万股 | $0 | 0股 | +19.9万股 | 新买入 |
| AAIM ETF PRODUCTS TRUSTSIXD |
| 1.73% | — | $640.2万 | 20.8万股 | $0 | 0股 | +20.8万股 | 新买入 |
| V先锋领航·TOTALBND |
| 1.68% | 1.69% | $620.7万 | 8.5万股 | $555.8万 | 7.5万股 | +9,071股+12.02% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.51% | 2.3% | $558.2万 | 2.5万股 | $754.1万 | 3.6万股 | -1.1万股-31.17% | 减仓 |
| EELEVATION SERIES TRUSTONEZ |
| 1.46% | 0.57% | $541.5万 | 19.6万股 | $185.7万 | 7.4万股 | +12.2万股+164.61% | 加仓 |
 苹果AAPL |
| 1.46% | 1.49% | $538.9万 | 1.9万股 | $489.6万 | 1.9万股 | -667股-3.46% | 减仓 |
 微软MSFT |
| 1.4% | 1.32% | $519.6万 | 1.4万股 | $431.7万 | 1.2万股 | +2,269股+19.46% | 加仓 |
| IiShares安硕信托IUSB |
| 1.22% | 1.25% | $452.2万 | 9.8万股 | $411.1万 | 8.9万股 | +8,987股+10.10% | 加仓 |
| AAIM ETF PRODUCTS TRUSTJUNW |
| 1.12% | — | $414.2万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
 亚马逊AMZN |
| 1.1% | 1.03% | $407.9万 | 1.7万股 | $338.6万 | 1.6万股 | +854股+5.25% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.92% | 0.84% | $340.9万 | 6.5万股 | $274.7万 | 8.3万股 | -1.9万股-22.45% | 减仓 |
| SSIMPLIFY EXCHANGE TRADED FUNBUCK |
| 0.92% | 0.97% | $340.8万 | 14.6万股 | $318.1万 | 13.5万股 | +1.0万股+7.52% | 加仓 |
 特斯拉TSLA |
| 0.92% | 1.01% | $339.0万 | 8,059股 | $332.9万 | 8,956股 | -897股-10.02% | 减仓 |
| IiShares安硕信托IWY |
| 0.85% | 0.88% | $316.0万 | 1.1万股 | $288.1万 | 1.2万股 | -703股-6.07% | 减仓 |
| IiShares安硕IEMG |
| 0.84% | 1.1% | $310.0万 | 3.7万股 | $360.9万 | 5.2万股 | -1.4万股-27.68% | 减仓 |
| SSIMPLIFY EXCHANGE TRADED FUNCTA |
| 0.81% | 1.01% | $301.2万 | 11.6万股 | $331.1万 | 11.0万股 | +6,539股+5.97% | 加仓 |
| AAIM ETF PRODUCTS TRUSTMAYT |
| 0.8% | — | $294.4万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
| SSTERLING CAP FDSSCEP |
| 0.79% | 0.9% | $292.5万 | 11.7万股 | $295.4万 | 12.5万股 | -8,318股-6.64% | 减仓 |
| SSIMPLIFY EXCHANGE TRADED FUNTUA |
| 0.77% | 0.87% | $285.4万 | 14.0万股 | $285.9万 | 13.5万股 | +4,229股+3.12% | 加仓 |
| IiShares安硕信托MTUM |
| 0.77% | 1.03% | $283.4万 | 8,267股 | $338.1万 | 1.4万股 | -5,819股-41.31% | 减仓 |
| PPIMCO太平洋投资管理ETFBILZ |
| 0.76% | 0.16% | $283.1万 | 2.8万股 | $52.1万 | 5,155股 | +2.3万股+444.07% | 加仓 |
 VanEck ETF信托SMH |
| 0.74% | 0.46% | $272.6万 | 4,156股 | $150.1万 | 3,916股 | +240股+6.13% | 加仓 |
 谷歌AGOOGL |
| 0.7% | 0.62% | $259.0万 | 7,248股 | $203.2万 | 7,068股 | +180股+2.55% | 加仓 |
| SSIMPLIFY EXCHANGE TRADED FUNFOXY |
| 0.69% | 0.71% | $255.9万 | 8.6万股 | $233.3万 | 8.0万股 | +6,094股+7.64% | 加仓 |
| SSIMPLIFY EXCHANGE TRADED FUNSBAR |
| 0.68% | 0.68% | $250.9万 | 9.8万股 | $223.2万 | 9.1万股 | +7,052股+7.75% | 加仓 |
| SSTERLING CAP FDSSCMC |
| 0.67% | 0.69% | $247.0万 | 9.8万股 | $226.5万 | 9.1万股 | +7,700股+8.50% | 加仓 |
| SSIMPLIFY EXCHANGE TRADED FUNAGGH |
| 0.66% | 0.7% | $246.1万 | 12.2万股 | $228.5万 | 11.2万股 | +9,710股+8.65% | 加仓 |
| IiShares安硕信托EFG |
| 0.66% | 0.26% | $243.5万 | 2.0万股 | $86.1万 | 7,728股 | +1.2万股+153.26% | 加仓 |
| B贝莱德ETF信托BLCR |
| 0.6% | 0.55% | $220.9万 | 4.4万股 | $179.1万 | 4.4万股 | +231股+0.53% | 加仓 |
| GGlobal X基金SHLD |
| 0.59% | 0.6% | $217.0万 | 3.6万股 | $197.6万 | 2.8万股 | +8,456股+30.32% | 加仓 |
| SSTERLING CAP FDSSCNM |
| 0.58% | 0.64% | $215.8万 | 8.6万股 | $209.4万 | 8.4万股 | +1,565股+1.86% | 加仓 |
| B贝莱德ETF信托THRO |
| 0.58% | 0.8% | $214.7万 | 5.0万股 | $261.3万 | 7.2万股 | -2.2万股-30.96% | 减仓 |
| EELEVATION SERIES TRUSTSEPZ |
| 0.55% | 0.58% | $205.1万 | 4.5万股 | $191.7万 | 4.7万股 | -2,059股-4.36% | 减仓 |
| IiShares安硕信托IVV |
| 0.52% | 0.9% | $192.8万 | 2,574股 | $296.0万 | 4,531股 | -1,957股-43.19% | 减仓 |
 Meta平台META |
| 0.52% | 0.5% | $190.8万 | 3,387股 | $162.4万 | 2,839股 | +548股+19.30% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.51% | 0.49% | $190.2万 | 2.3万股 | $159.2万 | 3,906股 | +1.9万股+489.38% | 加仓 |
| IiShares安硕信托IWX |
| 0.5% | 0.54% | $187.0万 | 1.8万股 | $176.6万 | 1.9万股 | -1,270股-6.67% | 减仓 |
| SSIMPLIFY EXCHANGE TRADED FUNSVOL |
| 0.47% | 0.47% | $174.5万 | 10.9万股 | $153.8万 | 10.0万股 | +8,558股+8.54% | 加仓 |
 康明斯CMI |
| 0.45% | 0.38% | $167.2万 | 2,344股 | $126.3万 | 2,347股 | -3股-0.13% | 减仓 |
 美光科技MU |
| 0.44% | 0.17% | $163.3万 | 1,415股 | $57.2万 | 1,692股 | -277股-16.37% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.41% | 0.34% | $153.6万 | 4,349股 | $112.7万 | 3,928股 | +421股+10.72% | 加仓 |
