| IiShares安硕信托IWY |
| 13.82% | 14.14% | $1.32亿 | 45.3万股 | $1.15亿 | 46.3万股 | -9,314股-2.01% | 减仓 |
| S嘉信策略信托SCHD |
| 5.04% | 5.75% | $4,804.1万 | 151.5万股 | $4,684.7万 | 152.7万股 | -1.2万股-0.78% | 减仓 |
| IiShares安硕信托IMCG |
| 4.45% | 4.18% | $4,235.9万 | 43.1万股 | $3,402.7万 | 43.2万股 | -1,058股-0.24% | 减仓 |
| SSPDR行业精选信托XLK |
| 4.06% | 2.94% | $3,868.9万 | 20.3万股 | $2,396.9万 | 18.0万股 | +2.3万股+12.60% | 加仓 |
| F富达Covington信托FDVV |
| 4.05% | 3.72% | $3,861.1万 | 64.0万股 | $3,032.6万 | 54.9万股 | +9.1万股+16.65% | 加仓 |
| V先锋领航指数基金VOO |
| 3.27% | 3.27% | $3,118.1万 | 4.5万股 | $2,660.8万 | 4.5万股 | +871股+1.96% | 加仓 |
| IiShares安硕信托IVLU |
| 2.5% | 3.05% | $2,382.8万 | 57.0万股 | $2,484.0万 | 62.6万股 | -5.6万股-8.98% | 减仓 |
| IiShares安硕·COREIJR |
| 2.4% | 2.38% | $2,286.2万 | 15.4万股 | $1,941.9万 | 15.6万股 | -2,065股-1.32% | 减仓 |
 英伟达NVDA |
| 2.36% | 2.3% | $2,248.8万 | 11.2万股 | $1,875.7万 | 10.8万股 | +4,840股+4.50% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 2.11% | 2.6% | $2,010.9万 | 75.8万股 | $2,119.7万 | 80.9万股 | -5.1万股-6.28% | 减仓 |
| S道富SLYG |
| 2.06% | 1.94% | $1,965.5万 | 16.5万股 | $1,580.1万 | 16.4万股 | +1,453股+0.89% | 加仓 |
| BBONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETFXONE |
| 2.02% | — | $1,923.8万 | 39.0万股 | $0 | 0股 | +39.0万股 | 新买入 |
 苹果AAPL |
| 1.7% | 1.79% | $1,624.4万 | 5.6万股 | $1,460.1万 | 5.8万股 | -1,378股-2.40% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.68% | 1.75% | $1,596.3万 | 6.6万股 | $1,424.4万 | 6.6万股 | +128股+0.20% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.44% | 1.27% | $1,371.5万 | 26.5万股 | $1,035.8万 | 22.1万股 | +4.4万股+19.95% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.22% | 1.59% | $1,164.3万 | 12.7万股 | $1,292.4万 | 14.1万股 | -1.4万股-9.91% | 减仓 |
| F第一信托·USTFVD |
| 0.87% | 1.18% | $826.9万 | 17.2万股 | $960.2万 | 20.4万股 | -3.3万股-15.93% | 减仓 |
| I景顺QQQ信托VOO |
| 0.86% | 0.72% | $818.4万 | 9,989股 | $584.6万 | 1.0万股 | -139股-1.37% | 减仓 |
 谷歌AGOOGL |
| 0.81% | 0.73% | $771.6万 | 2.2万股 | $595.0万 | 2.1万股 | +902股+4.36% | 加仓 |
 微软MSFT |
| 0.74% | 0.83% | $702.0万 | 1.9万股 | $678.4万 | 1.8万股 | +491股+2.68% | 加仓 |
 亚马逊AMZN |
| 0.73% | 0.73% | $699.9万 | 2.9万股 | $597.7万 | 2.9万股 | +668股+2.33% | 加仓 |
 特斯拉TSLA |
| 0.72% | 0.7% | $690.7万 | 1.6万股 | $568.8万 | 1.5万股 | +1,122股+7.33% | 加仓 |
 博通AVGO |
| 0.72% | 0.65% | $681.6万 | 1.8万股 | $530.2万 | 1.7万股 | +915股+5.34% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 0.69% | 0.66% | $661.1万 | 12.4万股 | $534.1万 | 9.9万股 | +2.4万股+24.41% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.69% | 1.36% | $657.7万 | 14.5万股 | $1,104.8万 | 24.2万股 | -9.8万股-40.30% | 减仓 |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 0.68% | 2.04% | $645.8万 | 12.7万股 | $1,664.8万 | 32.8万股 | -20.1万股-61.18% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.61% | 0.66% | $576.8万 | 5.6万股 | $536.5万 | 5.4万股 | +2,242股+4.17% | 加仓 |
| C资本集团股息价值CCBG |
| 0.6% | 0.55% | $572.4万 | 11.6万股 | $451.3万 | 10.6万股 | +1.0万股+9.49% | 加仓 |
| AAMPLIFY ETF TRDIVO |
| 0.55% | 0.62% | $522.3万 | 11.4万股 | $501.7万 | 11.2万股 | +2,431股+2.17% | 加仓 |
| S道富XLI |
| 0.54% | 0.58% | $517.3万 | 2.8万股 | $468.5万 | 2.9万股 | -1,045股-3.61% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.51% | 0.45% | $481.4万 | 4.0万股 | $367.5万 | 3.8万股 | +2,919股+7.78% | 加仓 |
 Meta平台META |
| 0.47% | 0.54% | $444.7万 | 7,895股 | $437.8万 | 7,652股 | +243股+3.18% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.46% | — | $440.8万 | 6,880股 | $0 | 0股 | +6,880股 | 新买入 |
 美光科技MU |
| 0.45% | 0.12% | $425.9万 | 3,690股 | $100.1万 | 2,964股 | +726股+24.49% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.44% | 0.51% | $419.4万 | 2.7万股 | $414.1万 | 2.8万股 | -1,420股-5.08% | 减仓 |
 礼来LLY |
| 0.41% | 0.34% | $393.6万 | 3,281股 | $280.0万 | 3,044股 | +237股+7.79% | 加仓 |
| FFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFPEI |
| 0.41% | 0.43% | $392.7万 | 20.4万股 | $353.3万 | 18.6万股 | +1.8万股+9.49% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.41% | 0.36% | $389.4万 | 1.1万股 | $290.2万 | 1.0万股 | +906股+8.96% | 加仓 |
| AAMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETFKORP |
| 0.4% | 0.39% | $385.7万 | 8.2万股 | $319.3万 | 6.8万股 | +1.4万股+20.22% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.4% | 0.38% | $384.3万 | 2.2万股 | $310.0万 | 2.1万股 | +98股+0.46% | 加仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.39% | 0.03% | $376.3万 | 7.4万股 | $20.8万 | 4,166股 | +7.0万股+1,677.20% | 加仓 |
| PPUTNAM ETF TRUSTPVAL |
| 0.38% | 0.33% | $359.7万 | 7.1万股 | $271.1万 | 5.8万股 | +1.2万股+20.81% | 加仓 |
| SSIMPLIFY EXCHANGE TRADED FUNHEQT |
| 0.37% | 0.42% | $355.3万 | 10.6万股 | $338.8万 | 10.8万股 | -1,619股-1.51% | 减仓 |
 AMD超威AMD |
| 0.37% | 0.15% | $353.7万 | 6,088股 | $122.4万 | 6,017股 | +71股+1.18% | 加仓 |
| G通用动力VTI |
| 0.37% | 0.42% | $352.3万 | 9,521股 | $343.0万 | 1.1万股 | -1,171股-10.95% | 减仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 0.35% | 0.46% | $337.3万 | 4.5万股 | $374.2万 | 5.0万股 | -5,248股-10.48% | 减仓 |
 台积电TSM |
| 0.34% | 0.26% | $324.0万 | 6,784股 | $214.4万 | 6,345股 | +439股+6.92% | 加仓 |
| AARK ETF TR WEB X.OARKW |
| 0.34% | 0.34% | $321.4万 | 2.2万股 | $275.2万 | 2.3万股 | -628股-2.75% | 减仓 |
| F第一信托·USTCIBR |
| 0.33% | — | $316.7万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| VVanEck Russia ETFBBH |
| 0.32% | 0.42% | $309.1万 | 3.0万股 | $338.8万 | 3.5万股 | -5,300股-15.13% | 减仓 |
