| I景顺QQQ信托VOO |
| 20.9% | 18.49% | $2,754.3万 | 3.7万股 | $2,114.2万 | 3.7万股 | +773股+2.11% | 加仓 |
| IiShares安硕信托IWD |
| 9.31% | 9.35% | $1,227.4万 | 5.1万股 | $1,069.1万 | 5.0万股 | +595股+1.19% | 加仓 |
| IiShares安硕信托LQD |
| 7.88% | 9.2% | $1,038.0万 | 9.5万股 | $1,052.5万 | 9.7万股 | -1,395股-1.44% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 7.16% | 8.04% | $944.1万 | 18.0万股 | $919.7万 | 17.5万股 | +5,162股+2.95% | 加仓 |
 博通AVGO |
| 6.82% | 6.44% | $899.2万 | 2.4万股 | $736.7万 | 2.4万股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 5.99% | 6.71% | $789.1万 | 2.2万股 | $767.0万 | 2.2万股 | -6股-0.03% | 减仓 |
| IiShares安硕信托IWS |
| 4.5% | 4.52% | $592.8万 | 3.6万股 | $516.8万 | 3.5万股 | +556股+1.57% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 4% | 4.08% | $526.7万 | 6.3万股 | $466.9万 | 6.2万股 | +722股+1.16% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 3.83% | 3.55% | $505.1万 | 3.5万股 | $405.9万 | 3.2万股 | +2,818股+8.89% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 2.54% | 2.44% | $334.2万 | 1.5万股 | $278.9万 | 1.5万股 | +399股+2.71% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.49% | 2.73% | $327.7万 | 4,388股 | $311.9万 | 4,796股 | -408股-8.51% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 2.15% | 1.88% | $282.8万 | 7,178股 | $215.3万 | 6,861股 | +317股+4.62% | 加仓 |
 苹果AAPL |
| 1.6% | 1.59% | $210.6万 | 7,278股 | $181.8万 | 7,164股 | +114股+1.59% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 1.19% | 1.29% | $156.5万 | 1.6万股 | $147.3万 | 1.5万股 | +858股+5.58% | 加仓 |
 英伟达NVDA |
| 1.18% | 1.18% | $155.9万 | 7,790股 | $135.1万 | 7,747股 | +43股+0.56% | 加仓 |
 特斯拉TSLA |
| 0.93% | 0.95% | $122.8万 | 2,919股 | $108.7万 | 2,925股 | -6股-0.21% | 减仓 |
| IiShares安硕信托EEM |
| 0.93% | 0.9% | $121.9万 | 1.8万股 | $103.0万 | 1.8万股 | -310股-1.71% | 减仓 |
| IiShares安硕信托ITOT |
| 0.87% | 0.89% | $115.3万 | 7,044股 | $101.7万 | 7,190股 | -146股-2.03% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 0.74% | 0.73% | $97.2万 | 7,316股 | $83.4万 | 7,316股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBDU |
| 0.73% | 0.55% | $96.7万 | 4.2万股 | $62.8万 | 2.7万股 | +1.5万股+53.91% | 加仓 |
| IiShares安硕信托TIP |
| 0.72% | 0.74% | $94.3万 | 8,620股 | $85.1万 | 7,709股 | +911股+11.82% | 加仓 |
| S道富SPYM |
| 0.72% | 0.71% | $94.2万 | 1.1万股 | $81.5万 | 1.1万股 | +81股+0.76% | 加仓 |
| V先锋领航斯科茨代尔基金VTC |
| 0.69% | 0.62% | $90.6万 | 1.2万股 | $71.4万 | 9,287股 | +2,509股+27.02% | 加仓 |
| V先锋领航指数基金VOO |
| 0.69% | 0.7% | $90.5万 | 1,318股 | $79.8万 | 1,336股 | -18股-1.35% | 减仓 |
 微软MSFT |
| 0.6% | 0.69% | $78.6万 | 2,106股 | $79.0万 | 2,134股 | -28股-1.31% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.59% | 0.69% | $77.1万 | 2.1万股 | $78.4万 | 2.1万股 | +250股+1.21% | 加仓 |
| V先锋领航斯科茨代尔基金VTWV |
| 0.48% | 0.53% | $63.1万 | 3,231股 | $60.3万 | 3,609股 | -378股-10.47% | 减仓 |
 家得宝HD |
| 0.46% | 0.5% | $60.9万 | 1,727股 | $56.7万 | 1,724股 | +3股+0.17% | 加仓 |
| V先锋领航斯科茨代尔基金VTWG |
| 0.44% | 0.45% | $58.0万 | 2,017股 | $50.9万 | 2,224股 | -207股-9.31% | 减仓 |
 应用材料AMAT |
| 0.44% | 0.24% | $58.0万 | 802股 | $27.4万 | 802股 | 00.00% | 持仓不变 |
| IiShares安硕信托SUSB |
| 0.44% | 0.49% | $57.5万 | 2.3万股 | $56.4万 | 2.3万股 | +500股+2.22% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.43% | 0.46% | $56.8万 | 2,876股 | $53.0万 | 2,876股 | 00.00% | 持仓不变 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.42% | 0.39% | $55.0万 | 1,571股 | $44.4万 | 1,571股 | 00.00% | 持仓不变 |
| IiShares安硕信托DVY |
| 0.4% | 0.44% | $52.4万 | 3,354股 | $50.8万 | 3,354股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.35% | 0.5% | $45.8万 | 3,347股 | $56.8万 | 3,347股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.34% | 0.32% | $45.2万 | 2,374股 | $36.3万 | 2,728股 | -354股-12.98% | 减仓 |
| IiShares安硕·U.S. HEALTHCARE ETFIYH |
| 0.33% | 0.35% | $43.6万 | 6,500股 | $40.1万 | 6,500股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.33% | 0.34% | $43.5万 | 1,600股 | $38.8万 | 1,600股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.33% | 0.29% | $43.1万 | 1,153股 | $33.1万 | 1,166股 | -13股-1.11% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.32% | 0.36% | $42.6万 | 5,149股 | $41.0万 | 5,149股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VONV |
| 0.31% | 0.39% | $40.6万 | 3,821股 | $44.8万 | 4,774股 | -953股-19.96% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.27% | 0.25% | $35.6万 | 1,185股 | $29.0万 | 1,170股 | +15股+1.28% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.26% | 0.22% | $33.7万 | 955股 | $24.7万 | 862股 | +93股+10.79% | 加仓 |
 GE VernovaGEV |
| 0.25% | 0.22% | $33.4万 | 284股 | $25.1万 | 287股 | -3股-1.05% | 减仓 |
 亚马逊AMZN |
| 0.25% | 0.26% | $32.9万 | 1,381股 | $30.2万 | 1,450股 | -69股-4.76% | 减仓 |
 第一资本COF |
| 0.23% | 0.24% | $30.7万 | 1,531股 | $27.9万 | 1,531股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.23% | 0.25% | $30.7万 | 4,030股 | $28.6万 | 4,183股 | -153股-3.66% | 减仓 |
| IiShares白银信托SLV |
| 0.22% | 0.32% | $28.9万 | 5,397股 | $36.8万 | 5,397股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.21% | — | $28.2万 | 1,002股 | $0 | 0股 | +1,002股 | 新买入 |
 威瑞森VZ |
| 0.21% | 0.29% | $27.9万 | 6,596股 | $33.1万 | 6,596股 | 00.00% | 持仓不变 |
