| IiShares安硕信托IVV |
| 12.33% | 13.35% | $4,180.8万 | 5.6万股 | $3,721.7万 | 5.7万股 | -1,149股-2.02% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 5.59% | 6.47% | $1,894.8万 | 41.7万股 | $1,805.6万 | 39.6万股 | +2.1万股+5.24% | 加仓 |
| V先锋领航·MIDVO |
| 5.07% | 5.47% | $1,718.8万 | 21.3万股 | $1,526.1万 | 5.3万股 | +16.0万股+301.43% | 加仓 |
| V先锋领航全球基金VGT |
| 4.31% | 3.83% | $1,462.3万 | 12.2万股 | $1,067.5万 | 1.5万股 | +10.7万股+699.64% | 加仓 |
| IiShares安硕信托IXN |
| 3.75% | 3.18% | $1,273.0万 | 8.8万股 | $886.7万 | 8.9万股 | -587股-0.66% | 减仓 |
| S嘉信策略信托SCHD |
| 2.89% | 3% | $979.0万 | 30.9万股 | $838.0万 | 27.3万股 | +3.6万股+13.03% | 加仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 2.83% | 3.17% | $961.0万 | 7.0万股 | $883.1万 | 7.7万股 | -7,034股-9.15% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 2.77% | 3.3% | $941.2万 | 4.4万股 | $921.4万 | 4.8万股 | -3,773股-7.86% | 减仓 |
| F富达Covington信托FDVV |
| 2.62% | 2.84% | $889.0万 | 14.7万股 | $793.4万 | 14.4万股 | +3,833股+2.67% | 加仓 |
 亚马逊AMZN |
| 2.59% | 2.68% | $879.4万 | 3.7万股 | $748.7万 | 3.6万股 | +946股+2.63% | 加仓 |
 谷歌AGOOGL |
| 2.53% | 2.36% | $858.7万 | 2.4万股 | $657.2万 | 2.3万股 | +1,174股+5.14% | 加仓 |
 台积电TSM |
| 2.48% | 2% | $841.7万 | 1.8万股 | $558.6万 | 1.7万股 | +1,095股+6.62% | 加仓 |
| IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF |
| 2.08% | 1.92% | $705.2万 | 17.2万股 | $536.7万 | 13.8万股 | +3.4万股+24.97% | 加仓 |
 微软MSFT |
| 1.88% | 1.83% | $637.2万 | 1.7万股 | $511.3万 | 1.4万股 | +3,269股+23.66% | 加仓 |
 特斯拉TSLA |
| 1.86% | 2.14% | $629.7万 | 1.5万股 | $595.5万 | 1.6万股 | -1,048股-6.54% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 1.84% | 1.57% | $624.4万 | 12.3万股 | $439.1万 | 8.8万股 | +3.5万股+40.33% | 加仓 |
 苹果AAPL |
| 1.66% | 1.67% | $562.1万 | 1.9万股 | $464.4万 | 1.8万股 | +1,129股+6.17% | 加仓 |
| J摩根大通·SHORT DURATION CORE PLUS ETFJSCP |
| 1.44% | 1.27% | $489.0万 | 10.4万股 | $353.1万 | 7.5万股 | +2.9万股+38.94% | 加仓 |
| GGLOBAL E ONLINEGLBE |
| 1.43% | 1.54% | $484.5万 | 14.0万股 | $430.4万 | 14.0万股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.38% | 1.76% | $468.6万 | 2.0万股 | $489.5万 | 2.3万股 | -2,957股-12.99% | 减仓 |
| VVIRTUS ETF TR IIKMID |
| 1.3% | 2.06% | $440.4万 | 17.6万股 | $573.3万 | 24.0万股 | -6.5万股-27.00% | 减仓 |
 迈威尔MRVL |
| 1.27% | 0.57% | $432.3万 | 1.5万股 | $159.1万 | 1.6万股 | -1,551股-9.66% | 减仓 |
 FEDERAL RLTY INVT TR NEWFRT |
| 1.22% | 1.3% | $415.3万 | 3.4万股 | $362.0万 | 3.4万股 | -439股-1.29% | 减仓 |
 VanEck ETF信托SMH |
| 1.19% | 0.67% | $404.4万 | 6,166股 | $186.1万 | 4,854股 | +1,312股+27.03% | 加仓 |
| MMATTHEWS ASIA INNOVATORSACTIVE ETFMINV |
| 1.18% | 0.58% | $400.7万 | 6.9万股 | $161.5万 | 4.2万股 | +2.7万股+63.15% | 加仓 |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 1.18% | 0.79% | $399.4万 | 23.0万股 | $220.6万 | 14.7万股 | +8.4万股+57.08% | 加仓 |
| S道富SPYM |
| 1.17% | 1.19% | $397.4万 | 4.5万股 | $331.7万 | 4.3万股 | +1,887股+4.35% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 1.16% | 1.06% | $392.7万 | 3.5万股 | $296.4万 | 2.9万股 | +6,109股+21.30% | 加仓 |
 Meta平台META |
| 1.12% | 1.36% | $379.5万 | 6,737股 | $380.1万 | 6,644股 | +93股+1.40% | 加仓 |
 HealthpeakDOC |
| 1.11% | 0.18% | $376.7万 | 17.6万股 | $50.6万 | 3.1万股 | +14.5万股+472.17% | 加仓 |
 英伟达NVDA |
| 1.09% | 1.09% | $368.0万 | 1.8万股 | $303.0万 | 1.7万股 | +1,019股+5.87% | 加仓 |
 辉瑞PFE |
| 1.07% | 1.47% | $361.3万 | 15.0万股 | $409.8万 | 14.6万股 | +4,109股+2.82% | 加仓 |
| F富达Covington信托FDEM |
| 1.06% | 0.81% | $359.1万 | 9.9万股 | $226.7万 | 7.2万股 | +2.7万股+37.66% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 1.06% | 1.19% | $358.4万 | 1.6万股 | $331.4万 | 1.8万股 | -1,743股-9.81% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.93% | — | $314.3万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| I景顺交易所交易基金信托XSMO |
| 0.84% | 0.76% | $283.7万 | 3.0万股 | $212.1万 | 2.8万股 | +2,404股+8.62% | 加仓 |
 博通AVGO |
| 0.79% | 0.74% | $266.6万 | 7,059股 | $205.1万 | 6,626股 | +433股+6.53% | 加仓 |
 联合健康UNH |
| 0.77% | 0.61% | $262.2万 | 6,309股 | $169.0万 | 6,244股 | +65股+1.04% | 加仓 |
 高盛GS |
| 0.77% | 0.89% | $259.9万 | 2,570股 | $248.9万 | 2,942股 | -372股-12.64% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.67% | — | $227.3万 | 7,504股 | $0 | 0股 | +7,504股 | 新买入 |
 REALTY INCOME COMO |
| 0.65% | 0.76% | $220.6万 | 3.6万股 | $211.4万 | 3.5万股 | +1,046股+3.03% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.62% | 0.88% | $209.6万 | 2.2万股 | $244.1万 | 2.8万股 | -5,154股-18.68% | 减仓 |
 ROSS STORES COMROST |
| 0.61% | 0.76% | $208.0万 | 9,773股 | $211.7万 | 9,773股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托HYMB |
| 0.6% | 0.48% | $204.7万 | 8.0万股 | $132.6万 | 5.3万股 | +2.7万股+50.55% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.46% | $180.9万 | 5,121股 | $127.9万 | 4,457股 | +664股+14.90% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.5% | 0.64% | $170.4万 | 1.1万股 | $177.1万 | 1.2万股 | -1,179股-9.86% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.47% | 0.4% | $159.4万 | 2.8万股 | $111.4万 | 2.0万股 | +8,568股+43.58% | 加仓 |
 阿里巴巴BABA |
| 0.44% | 0.72% | $150.4万 | 1.6万股 | $199.6万 | 1.6万股 | -243股-1.53% | 减仓 |
| IiShares安硕信托USMV |
| 0.44% | 0.52% | $148.8万 | 1.5万股 | $144.3万 | 1.6万股 | -136股-0.87% | 减仓 |
| CCOLUMBIA ETF TR IDIAL |
| 0.43% | 0.55% | $145.1万 | 8.0万股 | $153.8万 | 8.5万股 | -5,201股-6.12% | 减仓 |
