| WWisdomTree信托DLN |
| 11.57% | 11.7% | $5,676.8万 | 65.6万股 | $5,292.1万 | 67.5万股 | -2.0万股-2.91% | 减仓 |
| IiShares安硕信托IVV |
| 11.2% | 11.33% | $5,494.6万 | 14.5万股 | $5,123.2万 | 14.3万股 | +1,694股+1.18% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 9.39% | 11.27% | $4,605.8万 | 45.5万股 | $5,097.5万 | 17.7万股 | +27.8万股+157.57% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 8.87% | 9.17% | $4,349.3万 | 171.2万股 | $4,147.6万 | 164.3万股 | +6.9万股+4.20% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 5.09% | — | $2,495.9万 | 24.8万股 | $0 | 0股 | +24.8万股 | 新买入 |
| F富达·MERRIMACK STR TRFBND |
| 4.15% | 1.86% | $2,034.0万 | 46.3万股 | $841.7万 | 18.5万股 | +27.8万股+150.77% | 加仓 |
| IiShares安硕·S&PIVE |
| 4.12% | 4.16% | $2,020.7万 | 11.9万股 | $1,879.8万 | 13.2万股 | -1.3万股-9.52% | 减仓 |
| IiShares安硕信托IEFA |
| 4.05% | 4.47% | $1,988.3万 | 24.7万股 | $2,023.5万 | 26.2万股 | -1.5万股-5.57% | 减仓 |
| IiShares安硕信托GVI |
| 3.42% | 4.12% | $1,677.2万 | 15.6万股 | $1,865.5万 | 17.6万股 | -2.0万股-11.32% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.91% | 3.17% | $1,426.7万 | 13.7万股 | $1,434.7万 | 14.8万股 | -1.0万股-7.02% | 减仓 |
| GGlobal X基金XYLD |
| 2.42% | — | $1,187.5万 | 29.1万股 | $0 | 0股 | +29.1万股 | 新买入 |
 英伟达NVDA |
| 2.33% | 2.43% | $1,140.9万 | 5.7万股 | $1,099.1万 | 6.3万股 | -6,004股-9.53% | 减仓 |
| IiShares安硕·COREIJR |
| 2.13% | 2.25% | $1,042.6万 | 8.4万股 | $1,019.8万 | 9.5万股 | -1.0万股-10.87% | 减仓 |
| IiShares安硕信托GVI |
| 2.02% | 2.37% | $991.3万 | 9.3万股 | $1,072.8万 | 10.1万股 | -7,623股-7.57% | 减仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 1.71% | 3.05% | $838.0万 | 22.9万股 | $1,377.8万 | 40.4万股 | -17.5万股-43.23% | 减仓 |
| J摩根大通交易所交易基金JQUA |
| 1.67% | 3.91% | $817.1万 | 14.4万股 | $1,768.0万 | 31.7万股 | -17.3万股-54.64% | 减仓 |
| IiShares安硕信托IVW |
| 1.35% | — | $661.2万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 苹果AAPL |
| 1.34% | 1.28% | $657.8万 | 2.3万股 | $581.1万 | 2.3万股 | -165股-0.72% | 减仓 |
 谷歌AGOOGL |
| 1.22% | 1.18% | $598.0万 | 1.7万股 | $535.2万 | 1.9万股 | -1,875股-10.08% | 减仓 |
 亚马逊AMZN |
| 1% | 1.39% | $492.5万 | 2.1万股 | $628.9万 | 3.0万股 | -9,532股-31.57% | 减仓 |
| PPIMCO太平洋投资管理ETFMINO |
| 0.87% | 0.91% | $425.2万 | 9.3万股 | $413.0万 | 9.1万股 | +1,479股+1.62% | 加仓 |
| WWisdomTree信托DGRW |
| 0.74% | 0.83% | $362.8万 | 3.8万股 | $373.3万 | 4.2万股 | -4,548股-10.70% | 减仓 |
 NETFLIXNFLX |
| 0.72% | — | $353.5万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 微软MSFT |
| 0.7% | 1.13% | $344.5万 | 9,236股 | $511.3万 | 1.4万股 | -4,578股-33.14% | 减仓 |
 博通AVGO |
| 0.63% | 1% | $306.7万 | 8,120股 | $453.3万 | 1.5万股 | -6,525股-44.55% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.6% | — | $292.4万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 摩根大通JPM |
| 0.58% | 0.56% | $286.0万 | 8,739股 | $253.7万 | 8,625股 | +114股+1.32% | 加仓 |
 标普全球SPGI |
| 0.44% | 0.34% | $217.8万 | 5,348股 | $153.4万 | 3,607股 | +1,741股+48.27% | 加仓 |
 伊顿ETN |
| 0.44% | 0.42% | $215.9万 | 5,066股 | $189.1万 | 5,286股 | -220股-4.16% | 减仓 |
 穆迪MCO |
| 0.43% | 0.3% | $210.7万 | 4,652股 | $134.9万 | 3,093股 | +1,559股+50.40% | 加仓 |
 高盛GS |
| 0.43% | 0.39% | $208.9万 | 2,065股 | $174.2万 | 2,059股 | +6股+0.29% | 加仓 |
 安费诺APH |
| 0.38% | 0.19% | $186.5万 | 1.1万股 | $85.8万 | 6,793股 | +3,785股+55.72% | 加仓 |
 明晟MSCI |
| 0.35% | 0.28% | $170.1万 | 3,037股 | $125.1万 | 2,321股 | +716股+30.85% | 加仓 |
 优步UBER |
| 0.34% | — | $168.2万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 万事达MA |
| 0.34% | 0.36% | $166.1万 | 3,234股 | $160.6万 | 3,214股 | +20股+0.62% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.34% | — | $165.1万 | 3,595股 | $0 | 0股 | +3,595股 | 新买入 |
 CrowdStrikeCRWD |
| 0.33% | 0.27% | $160.5万 | 2,103股 | $122.5万 | 3,138股 | -1,035股-32.98% | 减仓 |
 雅培ABT |
| 0.33% | 0.22% | $159.6万 | 1.8万股 | $101.2万 | 9,854股 | +7,731股+78.46% | 加仓 |
 史赛克SYK |
| 0.32% | 0.27% | $157.7万 | 5,010股 | $123.6万 | 3,763股 | +1,247股+33.14% | 加仓 |
 AXON ENTERPRISEAXON |
| 0.32% | 0.21% | $157.0万 | 2,800股 | $96.8万 | 2,279股 | +521股+22.86% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.32% | 0.3% | $156.0万 | 2,090股 | $136.5万 | 2,099股 | -9股-0.43% | 减仓 |
 VisaV |
| 0.31% | 0.3% | $150.4万 | 4,383股 | $136.2万 | 4,508股 | -125股-2.77% | 减仓 |
 QUANTA SVCSPWR |
| 0.31% | 0.35% | $150.2万 | 2,086股 | $158.8万 | 2,892股 | -806股-27.87% | 减仓 |
| RROLLINS COMROL |
| 0.3% | 0.21% | $146.2万 | 3.5万股 | $94.5万 | 1.8万股 | +1.7万股+97.96% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.28% | 0.22% | $136.3万 | 3,631股 | $100.0万 | 3,599股 | +32股+0.89% | 加仓 |
 GE VernovaGEV |
| 0.27% | 0.46% | $134.4万 | 1,144股 | $208.1万 | 2,384股 | -1,240股-52.01% | 减仓 |
 新思科技SNPS |
| 0.26% | 0.21% | $129.9万 | 2,913股 | $95.2万 | 2,400股 | +513股+21.38% | 加仓 |
 特斯拉TSLA |
| 0.25% | 0.27% | $124.3万 | 2,956股 | $122.7万 | 3,301股 | -345股-10.45% | 减仓 |
 美敦力MDT |
| 0.25% | — | $123.3万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 好市多COST |
| 0.25% | 0.28% | $121.2万 | 1,296股 | $127.2万 | 1,277股 | +19股+1.49% | 加仓 |
