| SSPDR标普500 ETFSPY |
| 6.44% | 5.79% | $1,899.5万 | 2.5万股 | $1,576.4万 | 2.4万股 | +1,197股+4.94% | 加仓 |
 微软MSFT |
| 4.44% | 4.67% | $1,309.6万 | 3.5万股 | $1,272.0万 | 3.4万股 | +748股+2.18% | 加仓 |
 苹果AAPL |
| 4.21% | 4.22% | $1,243.0万 | 4.3万股 | $1,149.8万 | 4.5万股 | -2,348股-5.18% | 减仓 |
 英伟达NVDA |
| 3.55% | 3.22% | $1,045.8万 | 5.2万股 | $877.2万 | 5.0万股 | +1,969股+3.91% | 加仓 |
 谷歌AGOOGL |
| 3.43% | 3.26% | $1,013.1万 | 2.8万股 | $887.4万 | 3.1万股 | -2,511股-8.14% | 减仓 |
| IiShares安硕信托AGG |
| 3.14% | 3.33% | $925.9万 | 9.4万股 | $906.5万 | 9.1万股 | +2,225股+2.44% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 3.11% | 1.94% | $917.2万 | 27.1万股 | $528.0万 | 18.1万股 | +9.0万股+49.53% | 加仓 |
| V先锋领航指数基金VTV |
| 3.04% | 2.53% | $895.4万 | 4.1万股 | $689.9万 | 3.5万股 | +5,928股+16.86% | 加仓 |
| IiShares安硕信托IVV |
| 2.89% | 2.88% | $853.5万 | 1.1万股 | $783.4万 | 1.2万股 | -597股-4.98% | 减仓 |
 Meta平台META |
| 2.62% | 2.1% | $772.3万 | 1.4万股 | $571.9万 | 9,995股 | +3,716股+37.18% | 加仓 |
| PPGIM AAAPAAA |
| 2.32% | — | $683.8万 | 13.3万股 | $0 | 0股 | +13.3万股 | 新买入 |
| V先锋领航·MIDVO |
| 2.12% | 2.31% | $625.7万 | 7.8万股 | $629.2万 | 2.2万股 | +5.6万股+254.42% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 1.98% | 0.84% | $583.2万 | 1.6万股 | $229.5万 | 7,216股 | +8,724股+120.90% | 加仓 |
| IiShares安硕信托SGOV |
| 1.81% | 2.1% | $534.4万 | 5.3万股 | $570.9万 | 5.7万股 | -3,629股-6.40% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.76% | 2.2% | $520.3万 | 3.3万股 | $598.2万 | 4.1万股 | -8,010股-19.63% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.63% | 1.67% | $480.3万 | 5.8万股 | $453.3万 | 5.5万股 | +3,338股+6.09% | 加仓 |
| Q高通QCOM |
| 1.53% | 1.09% | $451.9万 | 2.4万股 | $296.3万 | 2.3万股 | +1,447股+6.29% | 加仓 |
 亚马逊AMZN |
| 1.48% | 2.2% | $436.9万 | 1.8万股 | $597.8万 | 2.9万股 | -1.0万股-36.14% | 减仓 |
| S嘉信·USSCHP |
| 1.47% | 1.77% | $433.9万 | 16.4万股 | $481.7万 | 18.1万股 | -1.7万股-9.56% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.46% | 1.55% | $430.7万 | 8.6万股 | $421.0万 | 8.4万股 | +1,459股+1.73% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 1.38% | 1.5% | $408.1万 | 5.0万股 | $407.3万 | 4.9万股 | +372股+0.75% | 加仓 |
 美光科技MU |
| 1.37% | 0.4% | $404.7万 | 3,506股 | $109.9万 | 3,253股 | +253股+7.78% | 加仓 |
| SSPDR行业精选信托XLF |
| 1.26% | 1.35% | $372.2万 | 6.9万股 | $367.8万 | 7.5万股 | -5,071股-6.81% | 减仓 |
| IiShares安硕信托IEFA |
| 1.2% | 1.46% | $354.7万 | 3.7万股 | $397.1万 | 4.4万股 | -7,140股-16.28% | 减仓 |
 礼来LLY |
| 1.18% | 1.5% | $348.6万 | 2,906股 | $407.2万 | 4,427股 | -1,521股-34.36% | 减仓 |
| IiShares安硕信托EEM |
| 1.14% | 1.29% | $336.8万 | 4.9万股 | $351.9万 | 6.2万股 | -1.3万股-20.54% | 减仓 |
 PROGRESSIVEPGR |
| 1.13% | 0.77% | $334.6万 | 1.5万股 | $210.7万 | 1.1万股 | +4,690股+44.13% | 加仓 |
| G通用动力VTI |
| 1.08% | 0.42% | $320.0万 | 8,646股 | $115.0万 | 3,585股 | +5,061股+141.17% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.08% | 1.24% | $317.5万 | 6.3万股 | $336.3万 | 6.6万股 | -3,658股-5.51% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.05% | 0.86% | $311.0万 | 1.6万股 | $233.6万 | 1.8万股 | -1,257股-7.15% | 减仓 |
| SSPDR黄金信托GLD |
| 1% | 1.39% | $294.4万 | 7,991股 | $379.7万 | 8,824股 | -833股-9.44% | 减仓 |
 VisaV |
| 0.95% | 0.86% | $280.4万 | 8,172股 | $233.3万 | 7,718股 | +454股+5.88% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.86% | 1.02% | $253.4万 | 8,435股 | $277.0万 | 1.1万股 | -2,735股-24.49% | 减仓 |
| IiShares安硕信托IWV |
| 0.83% | 0.87% | $245.8万 | 5,763股 | $235.7万 | 6,357股 | -594股-9.34% | 减仓 |
| AAMRIZE SHSAMRZ |
| 0.8% | 0.2% | $234.9万 | 4.4万股 | $54.3万 | 9,696股 | +3.4万股+354.60% | 加仓 |
| IiShares安硕信托TIP |
| 0.76% | 0.8% | $224.6万 | 2.1万股 | $218.9万 | 2.0万股 | +692股+3.49% | 加仓 |
| SSANDISK COMSNDK |
| 0.76% | 0.08% | $223.3万 | 982股 | $21.3万 | 336股 | +646股+192.26% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.74% | — | $219.4万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
| V先锋领航白厅基金VYM |
| 0.74% | 0.83% | $218.0万 | 1.4万股 | $227.0万 | 1.5万股 | -1,532股-10.00% | 减仓 |
 雅培ABT |
| 0.7% | 0.66% | $207.9万 | 2.3万股 | $178.4万 | 1.7万股 | +5,529股+31.81% | 加仓 |
 博通AVGO |
| 0.64% | 0.53% | $187.6万 | 4,965股 | $144.2万 | 4,660股 | +305股+6.55% | 加仓 |
| PPIMCO太平洋投资管理ETFLTPZ |
| 0.63% | 1.13% | $186.5万 | 3.7万股 | $306.2万 | 6.0万股 | -2.3万股-38.64% | 减仓 |
 BroadridgeBR |
| 0.63% | 0.65% | $186.3万 | 1.4万股 | $176.5万 | 1.1万股 | +2,741股+25.23% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.63% | 0.64% | $186.2万 | 2.6万股 | $174.0万 | 2.7万股 | -1,027股-3.78% | 减仓 |
 康宁GLW |
| 0.6% | 0.36% | $176.0万 | 6,890股 | $97.1万 | 7,144股 | -254股-3.56% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.58% | 0.74% | $170.3万 | 3,404股 | $202.2万 | 4,219股 | -815股-19.32% | 减仓 |
 希捷STX |
| 0.57% | — | $167.4万 | 1,735股 | $0 | 0股 | +1,735股 | 新买入 |
 泛林集团LRCX |
| 0.56% | 0.13% | $164.0万 | 3,785股 | $36.6万 | 1,713股 | +2,072股+120.96% | 加仓 |
 百事可乐PEP |
| 0.54% | 0.3% | $159.4万 | 1.2万股 | $81.1万 | 5,221股 | +6,550股+125.45% | 加仓 |
| J摩根大通交易所交易基金JPIN |
| 0.53% | 0.66% | $155.5万 | 2.2万股 | $180.8万 | 2.5万股 | -3,876股-15.27% | 减仓 |
