| IiShares安硕信托ITOT |
| 27.24% | 27.79% | $1.94亿 | 118.4万股 | $1.74亿 | 122.1万股 | -3.7万股-3.07% | 减仓 |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 11.54% | 11.03% | $8,239.2万 | 163.6万股 | $6,905.1万 | 136.8万股 | +26.8万股+19.60% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 8.1% | 0.17% | $5,783.7万 | 119.9万股 | $105.5万 | 2.2万股 | +117.7万股+5,404.91% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 5.17% | 5.3% | $3,688.8万 | 72.3万股 | $3,319.2万 | 65.1万股 | +7.1万股+10.92% | 加仓 |
| G通用动力VTI |
| 4.17% | 4.26% | $2,974.2万 | 8.0万股 | $2,666.4万 | 8.3万股 | -2,740股-3.30% | 减仓 |
| F富达·COMWLTH TRONEQ |
| 3.53% | 5.2% | $2,519.4万 | 24.4万股 | $3,254.7万 | 38.3万股 | -13.9万股-36.33% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 2.98% | 3.02% | $2,124.6万 | 19.3万股 | $1,890.8万 | 19.4万股 | -1,882股-0.97% | 减仓 |
| I景顺QQQ信托VOO |
| 2.58% | 2.42% | $1,840.3万 | 2.5万股 | $1,514.0万 | 2.6万股 | -1,241股-4.73% | 减仓 |
 苹果AAPL |
| 2.41% | 2.43% | $1,718.2万 | 5.9万股 | $1,519.8万 | 6.0万股 | -507股-0.85% | 减仓 |
| V先锋领航·S&PIVOG |
| 2.05% | 2.43% | $1,466.3万 | 10.0万股 | $1,519.0万 | 12.1万股 | -2.1万股-17.50% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.57% | 4.84% | $1,119.6万 | 3.7万股 | $3,028.1万 | 12.2万股 | -8.5万股-69.48% | 减仓 |
| V先锋领航斯科茨代尔基金VTWG |
| 1.27% | 1.23% | $906.7万 | 3.2万股 | $772.6万 | 3.4万股 | -2,216股-6.57% | 减仓 |
 礼来LLY |
| 1.18% | 0.98% | $842.7万 | 7,026股 | $614.5万 | 6,681股 | +345股+5.16% | 加仓 |
 摩根大通JPM |
| 1.18% | 1.2% | $840.4万 | 2.6万股 | $749.0万 | 2.5万股 | +212股+0.83% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 1.01% | 0.93% | $720.4万 | 5.9万股 | $579.7万 | 5.8万股 | +1,460股+2.52% | 加仓 |
 英伟达NVDA |
| 1% | 0.9% | $716.1万 | 3.6万股 | $564.0万 | 3.2万股 | +3,448股+10.66% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.84% | 0.96% | $601.4万 | 8,053股 | $602.0万 | 9,256股 | -1,203股-13.00% | 减仓 |
 帕兰提尔PLTR |
| 0.63% | 0.88% | $449.2万 | 3.8万股 | $553.3万 | 3.8万股 | +675股+1.78% | 加仓 |
| IiShares安硕信托GVI |
| 0.62% | 0.68% | $441.2万 | 4.1万股 | $426.2万 | 4.0万股 | +1,425股+3.56% | 加仓 |
 亚马逊AMZN |
| 0.52% | 0.5% | $373.2万 | 1.6万股 | $310.8万 | 1.5万股 | +736股+4.93% | 加仓 |
 微软MSFT |
| 0.52% | 0.53% | $372.8万 | 9,994股 | $329.9万 | 8,913股 | +1,081股+12.13% | 加仓 |
| BBANK OF AMERBAC |
| 0.49% | 0.4% | $346.4万 | 6.1万股 | $247.5万 | 5.1万股 | +1.0万股+19.72% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.43% | 0.26% | $307.4万 | 8,701股 | $163.7万 | 5,708股 | +2,993股+52.44% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.4% | 0.36% | $283.2万 | 5.0万股 | $225.8万 | 4.0万股 | +1.0万股+25.89% | 加仓 |
 Meta平台META |
| 0.39% | 0.43% | $275.0万 | 4,883股 | $270.4万 | 4,726股 | +157股+3.32% | 加仓 |
| V先锋领航指数基金VOO |
| 0.38% | 0.4% | $268.0万 | 3,903股 | $248.8万 | 4,164股 | -261股-6.27% | 减仓 |
 谷歌AGOOGL |
| 0.37% | 0.34% | $263.1万 | 7,363股 | $211.1万 | 7,343股 | +20股+0.27% | 加仓 |
 波音BA |
| 0.35% | 0.35% | $248.8万 | 1.1万股 | $219.4万 | 1.1万股 | +473股+4.29% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.34% | 0.43% | $240.4万 | 4.1万股 | $270.9万 | 4.5万股 | -4,741股-10.42% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.33% | 0.32% | $233.5万 | 2.6万股 | $202.6万 | 2.6万股 | +100股+0.39% | 加仓 |
| IiShares安硕信托ICSH |
| 0.32% | 0.27% | $226.3万 | 4.5万股 | $168.3万 | 3.3万股 | +1.1万股+34.56% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.31% | 0.29% | $218.1万 | 1.4万股 | $182.4万 | 1.4万股 | -500股-3.50% | 减仓 |
 泛林集团LRCX |
| 0.29% | 0.23% | $210.4万 | 4,856股 | $144.5万 | 6,761股 | -1,905股-28.18% | 减仓 |
 HARROWHROW |
| 0.28% | 0.22% | $202.2万 | 4.8万股 | $136.5万 | 3.9万股 | +8,900股+23.00% | 加仓 |
 AMD超威AMD |
| 0.28% | 0.11% | $198.3万 | 3,414股 | $69.9万 | 3,434股 | -20股-0.58% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.28% | 0.32% | $196.5万 | 3.4万股 | $197.6万 | 3.4万股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 0.27% | 0.36% | $195.9万 | 3.4万股 | $228.0万 | 3.8万股 | -3,592股-9.55% | 减仓 |
 优步UBER |
| 0.27% | 0.23% | $194.1万 | 2.7万股 | $146.4万 | 2.0万股 | +6,544股+32.15% | 加仓 |
| SSPDR道富系列信托SHM |
| 0.27% | 0.31% | $193.5万 | 4.0万股 | $192.4万 | 4.0万股 | +100股+0.25% | 加仓 |
 埃克森美孚XOM |
| 0.27% | 0.35% | $191.8万 | 1.4万股 | $222.2万 | 1.3万股 | +930股+7.10% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.26% | 0.3% | $185.0万 | 4.2万股 | $186.6万 | 4.8万股 | -6,328股-13.18% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.26% | 0.4% | $183.3万 | 2.2万股 | $249.6万 | 3.5万股 | -1.3万股-36.46% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.25% | 0.26% | $176.9万 | 3.3万股 | $160.5万 | 3.3万股 | +500股+1.54% | 加仓 |
 联合健康UNH |
| 0.24% | 0.19% | $171.0万 | 4,114股 | $117.2万 | 4,331股 | -217股-5.01% | 减仓 |
| AAMPLIFY CEF HIGH INCOME ETFYYY |
| 0.24% | 3.14% | $170.8万 | 14.8万股 | $1,962.9万 | 178.0万股 | -163.1万股-91.68% | 减仓 |
 美光科技MU |
| 0.24% | 0.07% | $170.7万 | 1,479股 | $45.9万 | 1,359股 | +120股+8.83% | 加仓 |
 CloudflareNET |
| 0.24% | 0.23% | $169.2万 | 6,900股 | $146.5万 | 7,100股 | -200股-2.82% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.24% | 0.27% | $168.8万 | 2.0万股 | $167.2万 | 2.1万股 | -566股-2.70% | 减仓 |
 博通AVGO |
| 0.22% | 0.18% | $157.0万 | 4,157股 | $112.4万 | 3,632股 | +525股+14.45% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.21% | 0.23% | $151.8万 | 3.0万股 | $147.0万 | 2.9万股 | +531股+1.80% | 加仓 |
