 苹果AAPL |
| 14.79% | 7.62% | $1,730.2万 | 6.0万股 | $638.7万 | 2.5万股 | +3.5万股+137.61% | 加仓 |
| SSTATE STREET ULTRA SHORTTERM BOND ETFULST |
| 5.46% | 5.93% | $638.9万 | 15.8万股 | $497.6万 | 12.3万股 | +3.5万股+28.62% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.42% | 4.81% | $517.0万 | 6,923股 | $403.5万 | 6,204股 | +719股+11.59% | 加仓 |
 AVANTIS INTLNGG |
| 3.68% | 2.58% | $430.1万 | 4.8万股 | $216.0万 | 2.5万股 | +2.3万股+89.36% | 加仓 |
| I景顺QQQ信托VOO |
| 3.14% | 3.95% | $366.9万 | 4,983股 | $331.2万 | 5,738股 | -755股-13.16% | 减仓 |
| F第一信托交易所交易基金IIIFPE |
| 3.09% | 3.74% | $361.8万 | 20.2万股 | $313.8万 | 17.7万股 | +2.6万股+14.45% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.97% | 2.74% | $347.2万 | 3.6万股 | $229.4万 | 2.8万股 | +7,512股+26.39% | 加仓 |
| SSPDR道富指数基金SPDW |
| 2.92% | 4.68% | $342.0万 | 6.8万股 | $392.6万 | 8.6万股 | -1.8万股-21.09% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 2.59% | 1.49% | $303.5万 | 5.8万股 | $124.7万 | 2.4万股 | +3.4万股+141.50% | 加仓 |
| WWisdomTree信托DGRW |
| 2.51% | 3.47% | $293.8万 | 3.1万股 | $291.2万 | 3.3万股 | -2,419股-7.30% | 减仓 |
| A美国世纪ETF信托AVLV |
| 2.22% | 1.2% | $259.6万 | 2.8万股 | $100.4万 | 1.2万股 | +1.6万股+128.41% | 加仓 |
| CCAPITAL GBL GROWTH EQTCGGR |
| 2.1% | 2.48% | $246.0万 | 5.8万股 | $207.6万 | 6.2万股 | -4,090股-6.57% | 减仓 |
 SSGA ACTIVE TRHOMB |
| 2.07% | 1.82% | $242.3万 | 8.7万股 | $152.3万 | 5.5万股 | +3.2万股+58.51% | 加仓 |
| AAvantis·U SAVUV |
| 2.07% | 2.57% | $241.8万 | 1.9万股 | $215.6万 | 2.0万股 | -130股-0.67% | 减仓 |
| IiShares安硕信托IVV |
| 2% | 4.65% | $234.3万 | 3,129股 | $390.0万 | 5,970股 | -2,841股-47.59% | 减仓 |
 泛林集团LRCX |
| 1.89% | 2.57% | $221.2万 | 5,105股 | $215.9万 | 1.0万股 | -5,000股-49.48% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 1.86% | 2.54% | $217.4万 | 2.7万股 | $213.0万 | 3.1万股 | -4,373股-14.02% | 减仓 |
| F第一信托交易所交易基金FTCS |
| 1.66% | 2.35% | $194.0万 | 2.1万股 | $197.5万 | 2.1万股 | -633股-2.97% | 减仓 |
| VVANECK IG FLOATING RATE ETFEMLC |
| 1.64% | 1.11% | $191.4万 | 7.5万股 | $93.4万 | 3.7万股 | +3.8万股+103.75% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.47% | 2.41% | $171.8万 | 3.3万股 | $201.8万 | 4.3万股 | -9,845股-22.88% | 减仓 |
| IiShares安硕信托EFV |
| 1.45% | 1.82% | $169.5万 | 2.2万股 | $152.6万 | 2.0万股 | +1,509股+7.40% | 加仓 |
 星巴克SBUX |
| 1.41% | 0.43% | $164.3万 | 1.6万股 | $35.9万 | 4,012股 | +1.2万股+300.85% | 加仓 |
 微软MSFT |
| 1.36% | 0.76% | $158.8万 | 4,258股 | $63.8万 | 1,723股 | +2,535股+147.13% | 加仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 1.32% | 0.88% | $154.6万 | 3.8万股 | $73.9万 | 2.1万股 | +1.7万股+81.04% | 加仓 |
| IiShares安硕信托IEUR |
| 1.31% | 0.84% | $153.2万 | 2.0万股 | $70.6万 | 1.0万股 | +1.0万股+102.88% | 加仓 |
| V先锋领航指数基金VOO |
| 1.2% | 1.16% | $139.9万 | 2,037股 | $96.9万 | 1,622股 | +415股+25.59% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.19% | 1.35% | $139.0万 | 2.3万股 | $113.4万 | 2.0万股 | +2,180股+10.67% | 加仓 |
| S道富SPMD |
| 1.19% | 1.89% | $138.9万 | 2.1万股 | $158.6万 | 2.7万股 | -6,221股-23.22% | 减仓 |
| G通用动力VTI |
| 1.16% | 2.48% | $135.2万 | 3,653股 | $208.0万 | 6,483股 | -2,830股-43.65% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.13% | 1.7% | $132.5万 | 5.0万股 | $142.3万 | 5.4万股 | -4,334股-7.98% | 减仓 |
 联合健康UNH |
| 0.93% | 1% | $108.3万 | 2,604股 | $83.7万 | 3,093股 | -489股-15.81% | 减仓 |
| C资本集团股息价值CCBG |
| 0.91% | 1.1% | $106.7万 | 2.2万股 | $92.1万 | 2.2万股 | 00.00% | 持仓不变 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.86% | — | $100.3万 | 3,310股 | $0 | 0股 | +3,310股 | 新买入 |
| IISHARES CORE MSCI PACIFIC ETFIPAC |
| 0.85% | 0.68% | $99.4万 | 1.2万股 | $57.4万 | 7,497股 | +4,632股+61.78% | 加仓 |
 道明尼能源D |
| 0.82% | 1.12% | $96.0万 | 1.4万股 | $93.8万 | 1.6万股 | -1,587股-10.17% | 减仓 |
| SSPDR道富指数基金RWO |
| 0.82% | 0.83% | $95.5万 | 1.9万股 | $69.6万 | 1.5万股 | +3,996股+26.28% | 加仓 |
| MMORGAN STANLEY ETF TRUSTMSOL |
| 0.78% | 0.59% | $91.7万 | 1.8万股 | $49.7万 | 9,898股 | +8,325股+84.11% | 加仓 |
| V先锋领航指数基金VUG |
| 0.75% | — | $88.0万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| WWISDOMTREE U.S. EFFICIENT CORE FUNDNTSX |
| 0.7% | 1.07% | $82.2万 | 1.4万股 | $90.1万 | 1.7万股 | -3,361股-19.45% | 减仓 |
 亚马逊AMZN |
| 0.66% | — | $76.9万 | 3,225股 | $0 | 0股 | +3,225股 | 新买入 |
| IiShares安硕信托AGG |
| 0.6% | — | $70.5万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| DDimensional维度ETF信托DUSB |
| 0.59% | — | $69.3万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.58% | 0.93% | $68.1万 | 6,559股 | $77.7万 | 7,998股 | -1,439股-17.99% | 减仓 |
| C资本集团成长ETFCGGR |
| 0.55% | 0.73% | $64.4万 | 1.4万股 | $61.2万 | 1.5万股 | -1,577股-10.35% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 0.5% | — | $58.6万 | 8,671股 | $0 | 0股 | +8,671股 | 新买入 |
| V先锋领航白厅基金VYM |
| 0.47% | 1.17% | $55.3万 | 3,500股 | $98.0万 | 6,620股 | -3,120股-47.13% | 减仓 |
| AAB ACTIVE ETFSTAFI |
| 0.46% | 0.68% | $53.8万 | 2.1万股 | $56.7万 | 2.3万股 | -1,200股-5.33% | 减仓 |
 VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF |
| 0.45% | 0.59% | $52.1万 | 3.0万股 | $49.7万 | 2.9万股 | +1,271股+4.42% | 加仓 |
 英伟达NVDA |
| 0.44% | — | $51.5万 | 2,574股 | $0 | 0股 | +2,574股 | 新买入 |
| SSPDR道富系列信托SHM |
| 0.43% | 0.59% | $49.8万 | 1.0万股 | $49.7万 | 1.0万股 | 00.00% | 持仓不变 |
