| S道富SPYM |
| 10.53% | 5.48% | $2,851.8万 | 32.5万股 | $1,189.0万 | 15.5万股 | +16.9万股+108.90% | 加仓 |
 苹果AAPL |
| 7.94% | 9.33% | $2,150.4万 | 7.4万股 | $2,024.2万 | 8.0万股 | -5,444股-6.83% | 减仓 |
| IiShares安硕·S&PIVE |
| 7.33% | 9% | $1,985.9万 | 8.7万股 | $1,952.6万 | 9.2万股 | -5,012股-5.42% | 减仓 |
| IiShares安硕信托IVW |
| 4.15% | 3.58% | $1,124.3万 | 8.2万股 | $776.4万 | 6.9万股 | +1.3万股+19.10% | 加仓 |
| B贝莱德ETF信托DYNF |
| 3.96% | 4.54% | $1,073.3万 | 15.8万股 | $984.8万 | 16.9万股 | -1.1万股-6.77% | 减仓 |
| I景顺QQQ信托VOO |
| 3.17% | 1.3% | $858.4万 | 1.2万股 | $282.1万 | 4,888股 | +6,769股+138.48% | 加仓 |
| V先锋领航指数基金VUG |
| 2.92% | — | $790.7万 | 9.2万股 | $0 | 0股 | +9.2万股 | 新买入 |
| B贝莱德ETF信托CORO |
| 2.68% | — | $726.6万 | 19.9万股 | $0 | 0股 | +19.9万股 | 新买入 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 2.66% | — | $721.0万 | 9.5万股 | $0 | 0股 | +9.5万股 | 新买入 |
| ZZACKS TRUSTZECP |
| 2.19% | 2.39% | $593.9万 | 15.7万股 | $518.9万 | 15.3万股 | +3,980股+2.59% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.09% | 0.35% | $566.9万 | 5.5万股 | $75.5万 | 7,773股 | +4.7万股+602.03% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.97% | 2.13% | $534.0万 | 7,151股 | $461.9万 | 7,102股 | +49股+0.69% | 加仓 |
| B贝莱德ETF信托BAI |
| 1.96% | 2% | $530.7万 | 10.1万股 | $433.0万 | 13.1万股 | -3.1万股-23.40% | 减仓 |
| IiShares安硕信托IUSB |
| 1.84% | 1.12% | $499.0万 | 10.8万股 | $243.0万 | 5.3万股 | +5.6万股+105.57% | 加仓 |
 Meta平台META |
| 1.6% | 2.08% | $434.3万 | 7,711股 | $450.6万 | 7,876股 | -165股-2.09% | 减仓 |
| I景顺交易所交易基金IISPMO |
| 1.59% | 1.91% | $429.9万 | 2.7万股 | $414.5万 | 3.7万股 | -1.0万股-28.01% | 减仓 |
| IiShares安硕信托EEM |
| 1.46% | 1.7% | $396.4万 | 5.8万股 | $368.4万 | 6.5万股 | -6,923股-10.67% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 1.44% | 1.53% | $391.2万 | 2.2万股 | $332.8万 | 2.3万股 | -1,096股-4.77% | 减仓 |
| GGlobal X基金SHLD |
| 1.44% | 1.02% | $390.3万 | 6.5万股 | $220.6万 | 3.1万股 | +3.4万股+109.92% | 加仓 |
| IiShares安硕信托IJK |
| 1.41% | 1.59% | $381.2万 | 3.2万股 | $344.0万 | 3.4万股 | -1,739股-5.09% | 减仓 |
| B贝莱德ETF信托BLCR |
| 1.39% | — | $376.2万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.38% | 1.57% | $373.9万 | 2.7万股 | $341.5万 | 2.9万股 | -1,475股-5.12% | 减仓 |
| VVANGUARD S&P MID-CAP 400VALUE INDEX FUND ETF SHARESIVOV |
| 1.32% | — | $358.2万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| IiShares安硕信托IVV |
| 1.28% | 1.4% | $346.2万 | 4,623股 | $303.3万 | 4,643股 | -20股-0.43% | 减仓 |
 英伟达NVDA |
| 1.19% | 1.25% | $322.4万 | 1.6万股 | $270.2万 | 1.5万股 | +620股+4.00% | 加仓 |
| ZZACKS QUALITY INTERNATIONAL ETFQUIZ |
| 1.19% | 1.23% | $321.4万 | 11.0万股 | $266.1万 | 9.9万股 | +1.1万股+11.45% | 加仓 |
| ZZACKS SMALL/MID CAP ETFSMIZ |
| 1.19% | 1.2% | $321.0万 | 7.2万股 | $261.0万 | 7.0万股 | +1,529股+2.17% | 加仓 |
| B贝莱德ETF信托THRO |
| 1.17% | 1.82% | $315.6万 | 7.3万股 | $394.9万 | 10.9万股 | -3.6万股-32.85% | 减仓 |
| A美国世纪ETF信托AVEM |
| 1.13% | 1.74% | $306.8万 | 3.2万股 | $377.2万 | 4.7万股 | -1.5万股-32.07% | 减仓 |
 亚马逊AMZN |
| 1.01% | 1.23% | $274.7万 | 1.2万股 | $266.4万 | 1.3万股 | -1,266股-9.90% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1% | 1.19% | $270.0万 | 11.7万股 | $258.5万 | 11.1万股 | +5,432股+4.88% | 加仓 |
| IiShares安硕信托IWC |
| 0.95% | 1.07% | $258.2万 | 1.3万股 | $232.3万 | 1.5万股 | -1,647股-11.31% | 减仓 |
 AMD超威AMD |
| 0.95% | 0.43% | $256.5万 | 4,415股 | $92.7万 | 4,559股 | -144股-3.16% | 减仓 |
 谷歌AGOOGL |
| 0.82% | 0.8% | $223.1万 | 6,243股 | $174.6万 | 6,071股 | +172股+2.83% | 加仓 |
 特斯拉TSLA |
| 0.82% | 0.84% | $221.0万 | 5,254股 | $183.1万 | 4,925股 | +329股+6.68% | 加仓 |
| BBONDBLOXX ETF TRUSTXTEN |
| 0.81% | 1.24% | $218.0万 | 4.8万股 | $269.1万 | 5.9万股 | -1.1万股-18.49% | 减仓 |
 微软MSFT |
| 0.76% | 0.83% | $206.2万 | 5,527股 | $180.2万 | 4,869股 | +658股+13.51% | 加仓 |
| ZZACKS FOCUS GROWTH ETFGROZ |
| 0.74% | 0.71% | $200.4万 | 6.3万股 | $155.1万 | 5.6万股 | +6,794股+12.07% | 加仓 |
| SSPDR行业精选信托XLU |
| 0.7% | 0.88% | $189.3万 | 4.2万股 | $191.1万 | 4.2万股 | +115股+0.28% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.61% | 0.73% | $164.5万 | 3,287股 | $157.5万 | 3,287股 | 00.00% | 持仓不变 |
| B贝莱德ETF信托IALT |
| 0.59% | — | $159.0万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
 GE航空GE |
| 0.58% | 0.55% | $157.3万 | 4,210股 | $119.5万 | 4,210股 | 00.00% | 持仓不变 |
 iShares安硕·MBSACGL |
| 0.55% | 0.62% | $149.1万 | 1.6万股 | $134.3万 | 1.4万股 | +1,635股+11.56% | 加仓 |
| IiShares安硕信托GJS |
| 0.52% | — | $140.9万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
 博通AVGO |
| 0.5% | 0.45% | $134.3万 | 3,556股 | $97.8万 | 3,159股 | +397股+12.57% | 加仓 |
 GE VernovaGEV |
| 0.49% | 0.46% | $133.5万 | 1,137股 | $99.2万 | 1,136股 | +1股+0.09% | 加仓 |
 DTE ENERGY COMDTE |
| 0.45% | 0.54% | $121.3万 | 7,963股 | $116.2万 | 7,945股 | +18股+0.23% | 加仓 |
| B贝莱德·ETF TRUST IIGGOV |
| 0.44% | — | $120.4万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 沃尔玛WMT |
| 0.43% | 0.62% | $116.9万 | 1.0万股 | $135.4万 | 1.1万股 | -570股-5.23% | 减仓 |
| G通用动力VTI |
| 0.42% | 0.4% | $114.5万 | 3,094股 | $87.0万 | 2,711股 | +383股+14.13% | 加仓 |
