| G通用动力VTI |
| 7.99% | 7.43% | $1,868.0万 | 5.0万股 | $1,504.9万 | 4.7万股 | +3,573股+7.62% | 加仓 |
| SSPDR道富系列信托BIL |
| 6.73% | 8.56% | $1,571.4万 | 17.2万股 | $1,732.7万 | 19.0万股 | -1.8万股-9.31% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 6.3% | 7.78% | $1,471.9万 | 29.2万股 | $1,574.9万 | 31.3万股 | -2.1万股-6.55% | 减仓 |
| SSPDR行业精选信托XLP |
| 5.44% | 5.79% | $1,270.2万 | 15.3万股 | $1,172.1万 | 14.3万股 | +9,935股+6.95% | 加仓 |
| PProShares信托SSO |
| 5.17% | 4.76% | $1,207.4万 | 17.9万股 | $962.5万 | 18.6万股 | -6,335股-3.41% | 减仓 |
| IiShares安硕信托ICSH |
| 4.67% | 5.71% | $1,090.9万 | 21.6万股 | $1,154.8万 | 22.9万股 | -1.3万股-5.53% | 减仓 |
 苹果AAPL |
| 4.36% | 4.18% | $1,018.5万 | 3.5万股 | $846.7万 | 3.3万股 | +1,835股+5.50% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.27% | 3.25% | $998.7万 | 2.8万股 | $657.9万 | 2.3万股 | +5,332股+23.25% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 3.88% | 4.24% | $907.6万 | 5.7万股 | $857.7万 | 5.9万股 | -1,294股-2.21% | 减仓 |
 Meta平台META |
| 3.82% | 3.69% | $893.5万 | 1.6万股 | $746.6万 | 1.3万股 | +2,813股+21.56% | 加仓 |
 微软MSFT |
| 3.8% | 3.59% | $888.2万 | 2.4万股 | $726.8万 | 2.0万股 | +4,177股+21.27% | 加仓 |
 亚马逊AMZN |
| 3.68% | 3.59% | $860.7万 | 3.6万股 | $726.0万 | 3.5万股 | +1,257股+3.61% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.01% | 2.88% | $702.3万 | 9.9万股 | $583.3万 | 9.1万股 | +7,536股+8.28% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.2% | 2.27% | $514.8万 | 10.7万股 | $458.6万 | 9.6万股 | +1.1万股+11.37% | 加仓 |
 英伟达NVDA |
| 2.15% | 1.9% | $501.3万 | 2.5万股 | $384.7万 | 2.2万股 | +3,000股+13.60% | 加仓 |
| SSPDR行业精选信托XLU |
| 1.97% | 2% | $460.4万 | 10.2万股 | $405.3万 | 8.8万股 | +1.3万股+14.96% | 加仓 |
 特斯拉TSLA |
| 1.94% | 1.57% | $453.0万 | 1.1万股 | $318.6万 | 8,571股 | +2,200股+25.67% | 加仓 |
| V先锋领航·TOTALBND |
| 1.79% | 1.85% | $418.9万 | 5.7万股 | $374.4万 | 5.1万股 | +6,237股+12.23% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.61% | 1.54% | $376.0万 | 6.3万股 | $312.6万 | 5.8万股 | +5,154股+8.91% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.28% | 1.27% | $300.2万 | 5.7万股 | $256.2万 | 4.2万股 | +1.5万股+35.14% | 加仓 |
 谷歌AGOOGL |
| 1.17% | 0.98% | $272.9万 | 7,636股 | $197.6万 | 6,871股 | +765股+11.13% | 加仓 |
 AMD超威AMD |
| 0.99% | 0.56% | $231.7万 | 3,988股 | $114.1万 | 5,608股 | -1,620股-28.89% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.94% | 0.86% | $220.4万 | 2.1万股 | $174.8万 | 1.6万股 | +4,810股+30.51% | 加仓 |
 迈威尔MRVL |
| 0.8% | 0.7% | $187.0万 | 6,277股 | $142.1万 | 1.4万股 | -8,069股-56.25% | 减仓 |
| IiShares黄金信托IAU |
| 0.77% | 1.02% | $180.1万 | 2.4万股 | $206.6万 | 2.3万股 | +412股+1.76% | 加仓 |
| EETFS GOLD TRSGOL |
| 0.75% | 0.99% | $176.3万 | 4.6万股 | $201.2万 | 4.5万股 | +1,018股+2.26% | 加仓 |
| AABRDN SILVER ETF TRUSTSIVR |
| 0.74% | 1.03% | $171.9万 | 3.1万股 | $209.0万 | 2.9万股 | +1,396股+4.78% | 加仓 |
 ADOBE COMADBE |
| 0.69% | 0.58% | $161.2万 | 7,861股 | $118.0万 | 4,854股 | +3,007股+61.95% | 加仓 |
 赛富时CRM |
| 0.69% | 0.64% | $160.6万 | 1.0万股 | $130.1万 | 6,968股 | +3,286股+47.16% | 加仓 |
 直觉外科ISRG |
| 0.64% | 0.51% | $148.6万 | 3,736股 | $103.1万 | 2,236股 | +1,500股+67.08% | 加仓 |
 帕兰提尔PLTR |
| 0.6% | 0.64% | $141.1万 | 1.2万股 | $130.1万 | 8,894股 | +3,199股+35.97% | 加仓 |
 SYMBOTIC CLASS A COMSYM |
| 0.56% | 0.52% | $131.3万 | 2.9万股 | $105.2万 | 2.0万股 | +9,446股+47.77% | 加仓 |
 TwilioTWLO |
| 0.51% | 0.48% | $118.5万 | 5,744股 | $97.4万 | 7,742股 | -1,998股-25.81% | 减仓 |
| IiShares安硕信托TIP |
| 0.51% | 0.56% | $118.4万 | 1.1万股 | $112.5万 | 1.0万股 | +725股+7.11% | 加仓 |
| GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ |
| 0.5% | 0.45% | $116.8万 | 3.1万股 | $91.8万 | 2.8万股 | +3,160股+11.44% | 加仓 |
 博通AVGO |
| 0.46% | 0.41% | $107.2万 | 2,839股 | $82.7万 | 2,672股 | +167股+6.25% | 加仓 |
 甲骨文ORCL |
| 0.45% | 0.55% | $104.0万 | 7,098股 | $111.7万 | 7,593股 | -495股-6.52% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.34% | 0.35% | $80.4万 | 9,763股 | $71.8万 | 8,716股 | +1,047股+12.01% | 加仓 |
 应用材料AMAT |
| 0.34% | 0.15% | $79.8万 | 1,104股 | $30.2万 | 885股 | +219股+24.75% | 加仓 |
| S嘉信·USSCHP |
| 0.33% | 0.36% | $78.3万 | 3.0万股 | $72.0万 | 2.7万股 | +2,703股+9.98% | 加仓 |
 泛林集团LRCX |
| 0.33% | 0.19% | $77.9万 | 1,798股 | $37.9万 | 1,776股 | +22股+1.24% | 加仓 |
| IiShares安硕信托ITOT |
| 0.33% | 0.27% | $77.8万 | 4,735股 | $54.4万 | 3,819股 | +916股+23.99% | 加仓 |
 埃克森美孚XOM |
| 0.32% | 0.42% | $75.1万 | 5,491股 | $84.0万 | 4,954股 | +537股+10.84% | 加仓 |
 美光科技MU |
| 0.29% | 0.1% | $66.6万 | 577股 | $20.3万 | 602股 | -25股-4.15% | 减仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.28% | 0.32% | $66.1万 | 6,892股 | $65.3万 | 6,863股 | +29股+0.42% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.25% | 0.16% | $58.1万 | 1,549股 | $32.8万 | 1,179股 | +370股+31.38% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.25% | 0.19% | $58.0万 | 3,043股 | $38.4万 | 2,886股 | +157股+5.44% | 加仓 |
 强生JNJ |
| 0.25% | 0.26% | $57.6万 | 2,267股 | $52.2万 | 2,135股 | +132股+6.18% | 加仓 |
 雪佛龙CVX |
| 0.24% | 0.3% | $57.0万 | 3,438股 | $61.0万 | 2,948股 | +490股+16.62% | 加仓 |
 台积电TSM |
| 0.24% | 0.23% | $56.2万 | 1,177股 | $47.3万 | 1,400股 | -223股-15.93% | 减仓 |
