| SSPDR标普500 ETFSPY |
| 24.53% | 21.34% | $5,990.9万 | 8.0万股 | $5,526.4万 | 8.5万股 | -4,754股-5.59% | 减仓 |
 苹果AAPL |
| 10.11% | 10.66% | $2,470.4万 | 8.5万股 | $2,761.8万 | 10.9万股 | -2.3万股-21.55% | 减仓 |
| PPGIM AAAPAAA |
| 8.61% | 8.69% | $2,102.2万 | 41.0万股 | $2,251.5万 | 44.0万股 | -3.0万股-6.80% | 减仓 |
| S道富SPYV |
| 7.89% | 7.12% | $1,928.0万 | 31.7万股 | $1,844.1万 | 32.6万股 | -8,784股-2.70% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 3.97% | 3.3% | $968.8万 | 7.8万股 | $854.3万 | 2.0万股 | +5.8万股+289.42% | 加仓 |
| GGlobal X基金SHLD |
| 3.52% | 4.17% | $858.9万 | 14.4万股 | $1,079.2万 | 15.2万股 | -8,497股-5.58% | 减仓 |
 英伟达NVDA |
| 3.37% | 2.93% | $824.1万 | 4.1万股 | $758.1万 | 4.3万股 | -2,284股-5.25% | 减仓 |
 谷歌AGOOGL |
| 3.31% | 2.73% | $808.0万 | 2.3万股 | $707.7万 | 2.5万股 | -1,999股-8.12% | 减仓 |
| MMFS ACTIVE EXCHANGE TRADED FMFSV |
| 3.13% | — | $764.7万 | 26.8万股 | $0 | 0股 | +26.8万股 | 新买入 |
| J摩根大通交易所交易基金JGRO |
| 2.66% | — | $649.9万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
| IiShares安硕信托IWD |
| 2.59% | 2.19% | $633.8万 | 2.6万股 | $567.0万 | 2.7万股 | -394股-1.48% | 减仓 |
| GGlobal X基金DTCR |
| 2.38% | 1.98% | $581.0万 | 19.1万股 | $512.6万 | 21.4万股 | -2.3万股-10.57% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK |
| 1.79% | 1.33% | $438.0万 | 3.9万股 | $344.6万 | 4.3万股 | -4,064股-9.38% | 减仓 |
| IiShares安硕·AAA CLO ACTIVE ETFCLOA |
| 1.67% | 2.23% | $407.4万 | 7.8万股 | $577.0万 | 11.1万股 | -3.3万股-29.48% | 减仓 |
| I景顺交易所交易基金IIRWJ |
| 1.39% | 1.12% | $338.6万 | 5.7万股 | $289.6万 | 5.7万股 | -449股-0.78% | 减仓 |
| IiShares安硕信托IVV |
| 1.3% | 1.15% | $316.8万 | 4,231股 | $297.0万 | 4,547股 | -316股-6.95% | 减仓 |
 应用材料AMAT |
| 1.27% | 0.64% | $310.1万 | 4,289股 | $165.4万 | 4,839股 | -550股-11.37% | 减仓 |
| G高盛ETF信托GINC |
| 1.17% | 1.01% | $285.2万 | 5.1万股 | $261.3万 | 5.2万股 | -899股-1.72% | 减仓 |
| I景顺·S&PSPHQ |
| 0.88% | 0.72% | $213.9万 | 2.4万股 | $185.8万 | 2.5万股 | -962股-3.89% | 减仓 |
 Meta平台META |
| 0.85% | 1.51% | $208.5万 | 3,701股 | $390.4万 | 6,823股 | -3,122股-45.76% | 减仓 |
 亚马逊AMZN |
| 0.84% | 0.84% | $204.7万 | 8,589股 | $218.7万 | 1.1万股 | -1,911股-18.20% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.83% | 3.37% | $202.9万 | 4,054股 | $873.1万 | 1.8万股 | -1.4万股-77.75% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.75% | 0.87% | $182.1万 | 5,154股 | $224.1万 | 7,814股 | -2,660股-34.04% | 减仓 |
 博通AVGO |
| 0.74% | 0.53% | $179.7万 | 4,757股 | $137.8万 | 4,453股 | +304股+6.83% | 加仓 |
| IiShares安硕信托DSI |
| 0.66% | 0.59% | $160.8万 | 1.1万股 | $151.5万 | 1.3万股 | -1,208股-9.66% | 减仓 |
 雷神技术RTX |
| 0.64% | 0.64% | $157.0万 | 8,277股 | $164.5万 | 8,529股 | -252股-2.95% | 减仓 |
 特斯拉TSLA |
| 0.56% | 0.47% | $135.8万 | 3,229股 | $120.9万 | 3,252股 | -23股-0.71% | 减仓 |
| IiShares安硕信托IUSV |
| 0.55% | 0.48% | $134.1万 | 1.2万股 | $124.5万 | 1.2万股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.54% | 0.53% | $132.6万 | 1.6万股 | $136.2万 | 1.7万股 | -1,062股-6.21% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.5% | 0.39% | $122.3万 | 1.0万股 | $101.9万 | 1.0万股 | -127股-1.22% | 减仓 |
 强生JNJ |
| 0.47% | 0.46% | $115.9万 | 4,563股 | $119.8万 | 4,901股 | -338股-6.90% | 减仓 |
 沃尔玛WMT |
| 0.44% | 0.45% | $106.6万 | 9,416股 | $115.8万 | 9,316股 | +100股+1.07% | 加仓 |
| V先锋领航指数基金VOO |
| 0.43% | 0.18% | $104.1万 | 1,413股 | $46.8万 | 783股 | +630股+80.46% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.4% | 0.33% | $98.1万 | 6,913股 | $86.5万 | 6,913股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.38% | 0.62% | $93.6万 | 2,510股 | $161.0万 | 4,351股 | -1,841股-42.31% | 减仓 |
| IiShares安硕IEMG |
| 0.34% | 0.23% | $82.1万 | 9,908股 | $58.8万 | 8,435股 | +1,473股+17.46% | 加仓 |
| UUNILEVER SPON ADR NEWUL |
| 0.32% | 0.28% | $76.9万 | 1.3万股 | $72.9万 | 1.3万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.31% | 0.34% | $76.5万 | 2,077股 | $87.9万 | 2,042股 | +35股+1.71% | 加仓 |
 甲骨文ORCL |
| 0.31% | 0.65% | $76.5万 | 5,220股 | $168.1万 | 1.1万股 | -6,208股-54.32% | 减仓 |
| IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM |
| 0.28% | 0.25% | $69.4万 | 1.4万股 | $65.5万 | 1.4万股 | +67股+0.48% | 加仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 0.26% | 0.22% | $63.9万 | 3,393股 | $56.3万 | 3,393股 | 00.00% | 持仓不变 |
 通用动力GD |
| 0.24% | 0.22% | $59.5万 | 1,681股 | $57.7万 | 1,681股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIUSG |
| 0.24% | 0.19% | $59.0万 | 3,137股 | $48.7万 | 3,137股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.23% | — | $57.2万 | 984股 | $0 | 0股 | +984股 | 新买入 |
 VisaV |
| 0.23% | 0.23% | $56.5万 | 1,646股 | $59.6万 | 1,972股 | -326股-16.53% | 减仓 |
| S道富SPYM |
| 0.2% | 0.17% | $48.5万 | 5,524股 | $43.7万 | 5,713股 | -189股-3.31% | 减仓 |
 科磊KLAC |
| 0.19% | 0.09% | $45.3万 | 1,500股 | $22.1万 | 150股 | +1,350股+900.00% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.18% | 0.82% | $43.5万 | 8,611股 | $212.8万 | 4.2万股 | -3.3万股-79.53% | 减仓 |
 星巴克SBUX |
| 0.17% | 0.14% | $42.1万 | 4,124股 | $36.9万 | 4,124股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.17% | 0.14% | $40.4万 | 1,092股 | $36.7万 | 1,145股 | -53股-4.63% | 减仓 |
