| IiShares安硕信托IVV |
| 5.95% | 3.16% | $1,049.7万 | 1.4万股 | $463.4万 | 7,095股 | +6,922股+97.56% | 加仓 |
| IiShares安硕信托IVW |
| 3.4% | 2.63% | $599.0万 | 4.4万股 | $384.9万 | 3.4万股 | +9,526股+27.99% | 加仓 |
| B贝莱德ETF信托DYNF |
| 2.97% | 2.31% | $524.5万 | 7.7万股 | $338.3万 | 5.8万股 | +1.9万股+32.63% | 加仓 |
 英伟达NVDA |
| 2.76% | 2.76% | $485.9万 | 2.4万股 | $404.7万 | 2.3万股 | +1,082股+4.66% | 加仓 |
| S道富SPYV |
| 2.24% | 2.14% | $394.3万 | 6.5万股 | $313.9万 | 5.5万股 | +9,387股+16.92% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 2.06% | 1.1% | $362.9万 | 4.8万股 | $161.8万 | 2.4万股 | +2.4万股+101.70% | 加仓 |
| B贝莱德ETF信托CORO |
| 1.87% | 1.37% | $329.5万 | 9.0万股 | $200.2万 | 6.2万股 | +2.8万股+44.64% | 加仓 |
 苹果AAPL |
| 1.85% | 1.69% | $326.6万 | 1.1万股 | $247.6万 | 9,754股 | +1,531股+15.70% | 加仓 |
| B贝莱德ETF信托BDYN |
| 1.72% | 2.72% | $304.2万 | 11.0万股 | $398.8万 | 16.4万股 | -5.4万股-33.16% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.7% | 1.81% | $300.4万 | 5.9万股 | $264.8万 | 5.2万股 | +7,078股+13.53% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.68% | 1.97% | $296.9万 | 1.6万股 | $288.3万 | 2.2万股 | -6,106股-28.15% | 减仓 |
| B贝莱德ETF信托BAI |
| 1.56% | 1.06% | $274.5万 | 5.2万股 | $155.1万 | 4.7万股 | +5,001股+10.62% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.56% | 1.5% | $274.4万 | 9,057股 | $219.5万 | 9,236股 | -179股-1.94% | 减仓 |
| S嘉信策略信托SCHD |
| 1.52% | 1.72% | $267.3万 | 8.4万股 | $252.3万 | 8.2万股 | +2,058股+2.50% | 加仓 |
| SSPDR道富系列信托SJNK |
| 1.5% | 2.03% | $263.9万 | 10.5万股 | $298.1万 | 11.9万股 | -1.4万股-11.64% | 减仓 |
| S道富SPYM |
| 1.37% | 1.08% | $241.6万 | 2.7万股 | $158.9万 | 2.1万股 | +6,728股+32.41% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.35% | 2.18% | $238.3万 | 1.1万股 | $319.3万 | 1.7万股 | -5,788股-34.77% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.29% | 2% | $228.0万 | 6.7万股 | $292.5万 | 10.0万股 | -3.3万股-32.89% | 减仓 |
| B贝莱德ETF信托BLCR |
| 1.15% | 0.74% | $202.1万 | 4.0万股 | $108.9万 | 2.7万股 | +1.4万股+51.24% | 加仓 |
| IiShares黄金信托IAU |
| 1.11% | 1.42% | $196.0万 | 2.6万股 | $207.6万 | 2.4万股 | +2,415股+10.26% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 1.08% | 0.86% | $190.8万 | 1.2万股 | $126.3万 | 1.1万股 | +541股+4.80% | 加仓 |
| B贝莱德ETF信托IALT |
| 1.08% | — | $190.1万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
| MMORGAN STANLEY ETF TRUSTCVIE |
| 1.07% | 1.08% | $189.4万 | 2.2万股 | $157.9万 | 2.2万股 | +547股+2.52% | 加仓 |
| SSPDR黄金信托GLD |
| 1.06% | 1.49% | $187.4万 | 5,086股 | $218.3万 | 5,072股 | +14股+0.28% | 加仓 |
 Meta平台META |
| 1.05% | 1.39% | $185.8万 | 3,298股 | $203.8万 | 3,563股 | -265股-7.44% | 减仓 |
| B贝莱德ETF信托THRO |
| 0.9% | 0.99% | $158.2万 | 3.7万股 | $144.9万 | 4.0万股 | -3,323股-8.31% | 减仓 |
 特斯拉TSLA |
| 0.89% | 0.63% | $157.7万 | 3,748股 | $91.9万 | 2,472股 | +1,276股+51.62% | 加仓 |
| GGlobal X基金SHLD |
| 0.88% | 0.79% | $155.8万 | 2.6万股 | $115.2万 | 1.6万股 | +9,823股+60.40% | 加仓 |
 微软MSFT |
| 0.87% | 0.84% | $152.8万 | 4,097股 | $122.9万 | 3,320股 | +777股+23.40% | 加仓 |
| IiShares安硕信托IUSB |
| 0.86% | 0.74% | $151.8万 | 3.3万股 | $108.4万 | 2.3万股 | +9,420股+40.12% | 加仓 |
| IiShares安硕信托ITOT |
| 0.86% | 0.92% | $150.9万 | 9,222股 | $135.2万 | 9,558股 | -336股-3.52% | 减仓 |
| AALLIANZIM U.S. EQUITY BUFFER20 JUL ETFJULU |
| 0.83% | 0.95% | $146.1万 | 3.6万股 | $138.9万 | 3.6万股 | -10股-0.03% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.83% | 0.71% | $145.6万 | 4,122股 | $104.6万 | 3,647股 | +475股+13.02% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.82% | 0.86% | $144.8万 | 3,959股 | $126.6万 | 3,981股 | -22股-0.55% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.81% | 1.38% | $142.8万 | 2.7万股 | $202.4万 | 4.1万股 | -1.4万股-35.01% | 减仓 |
| IiShares安硕信托STIP |
| 0.79% | 0.64% | $138.8万 | 1.4万股 | $93.8万 | 9,067股 | +4,521股+49.86% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.78% | 0.91% | $138.1万 | 2,760股 | $133.5万 | 2,786股 | -26股-0.93% | 减仓 |
 亚马逊AMZN |
| 0.76% | 0.6% | $133.2万 | 5,588股 | $88.1万 | 4,232股 | +1,356股+32.04% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.75% | 0.86% | $132.0万 | 5,813股 | $126.4万 | 5,988股 | -175股-2.92% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.73% | 0.96% | $127.9万 | 1.3万股 | $140.8万 | 1.7万股 | -4,218股-24.14% | 减仓 |
| S嘉信策略信托SCHR |
| 0.72% | 0.88% | $127.4万 | 5.2万股 | $128.8万 | 5.2万股 | -28股-0.05% | 减仓 |
| IINNOVATOR ETFS TRPSTP |
| 0.72% | 0.83% | $126.7万 | 3.4万股 | $121.1万 | 3.5万股 | -707股-2.01% | 减仓 |
| I景顺QQQ信托VOO |
| 0.72% | — | $126.6万 | 1,719股 | $0 | 0股 | +1,719股 | 新买入 |
 礼来LLY |
| 0.69% | 0.61% | $121.1万 | 1,010股 | $88.9万 | 967股 | +43股+4.45% | 加仓 |
| FFIRST TR EXCHANGE TRADED FD VIII FT CBOE VEST US EQUITY ENHANCE AND MODERATE BUFFER ETF JUNEXJUN |
| 0.69% | 0.8% | $121.0万 | 2.7万股 | $117.0万 | 2.7万股 | -13股-0.05% | 减仓 |
| S道富XLI |
| 0.61% | 0.92% | $106.8万 | 5,767股 | $135.2万 | 8,360股 | -2,593股-31.02% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.6% | 0.62% | $105.7万 | 8,513股 | $90.7万 | 2,128股 | +6,385股+300.05% | 加仓 |
| IiShares安硕信托IEFA |
| 0.59% | 1.18% | $103.2万 | 1.1万股 | $172.4万 | 1.9万股 | -8,357股-43.88% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.58% | 0.37% | $102.3万 | 1,597股 | $54.8万 | 1,667股 | -70股-4.20% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.58% | 0.58% | $101.6万 | 3.5万股 | $85.6万 | 3.4万股 | +967股+2.84% | 加仓 |
