| IiShares安硕信托IXUS |
| 13.64% | — | $3,794.8万 | 39.8万股 | $0 | 0股 | +39.8万股 | 新买入 |
| SSPDR道富系列信托SPYG |
| 10.53% | 5.03% | $2,929.0万 | 24.6万股 | $933.6万 | 9.5万股 | +15.1万股+158.15% | 加仓 |
| V先锋领航全球基金MGV |
| 10.53% | 13.61% | $2,928.8万 | 17.9万股 | $2,524.8万 | 17.4万股 | +5,001股+2.87% | 加仓 |
| G高盛ETF信托GINC |
| 7.92% | 10.04% | $2,202.7万 | 39.6万股 | $1,863.4万 | 37.2万股 | +2.4万股+6.45% | 加仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 7.61% | 7.65% | $2,118.1万 | 28.3万股 | $1,419.3万 | 21.1万股 | +7.1万股+33.63% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 5.68% | 7.75% | $1,579.2万 | 34.7万股 | $1,437.1万 | 31.5万股 | +3.2万股+10.20% | 加仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders International Equity EtfBBIN |
| 4.42% | 5.85% | $1,230.3万 | 15.8万股 | $1,084.6万 | 14.8万股 | +9,232股+6.22% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 3.33% | 2.93% | $927.4万 | 3.1万股 | $544.4万 | 2.3万股 | +7,701股+33.62% | 加仓 |
| SSTATE STREET SPDR S&P 1500 VALUE TILT ETFVLU |
| 3.24% | 4.21% | $902.0万 | 3.8万股 | $780.5万 | 3.6万股 | +1,560股+4.30% | 加仓 |
| SSPDR道富系列信托SPLB |
| 3.22% | 4.51% | $894.6万 | 39.9万股 | $835.8万 | 37.6万股 | +2.3万股+6.17% | 加仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 3.15% | 4.35% | $875.4万 | 29.9万股 | $806.3万 | 28.1万股 | +1.9万股+6.64% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 2.26% | 2.63% | $629.5万 | 7.8万股 | $487.9万 | 7.1万股 | +6,212股+8.69% | 加仓 |
| F第一信托交易所交易基金FPX |
| 2.13% | 2.52% | $591.8万 | 3.1万股 | $467.4万 | 2.9万股 | +2,288股+8.01% | 加仓 |
| S道富SLYG |
| 2.01% | 2.4% | $558.9万 | 4.7万股 | $444.4万 | 4.6万股 | +926股+2.01% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.31% | 2.01% | $365.1万 | 4.8万股 | $373.4万 | 4.8万股 | -775股-1.60% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.15% | 1.39% | $320.0万 | 3.7万股 | $258.4万 | 3.4万股 | +3,926股+11.72% | 加仓 |
 苹果AAPL |
| 0.86% | 1.13% | $240.3万 | 8,304股 | $209.0万 | 8,237股 | +67股+0.81% | 加仓 |
| V先锋领航指数基金VTV |
| 0.68% | 0.81% | $188.7万 | 8,396股 | $150.7万 | 7,679股 | +717股+9.34% | 加仓 |
| V先锋领航指数基金VUG |
| 0.58% | 0.86% | $162.2万 | 1.9万股 | $159.2万 | 3,645股 | +1.5万股+416.63% | 加仓 |
| G高盛ETF信托GINC |
| 0.57% | 0.66% | $157.5万 | 2.7万股 | $121.6万 | 2.5万股 | +1,982股+8.07% | 加仓 |
| V先锋领航指数基金VB |
| 0.53% | 0.66% | $147.8万 | 4,838股 | $121.8万 | 4,651股 | +187股+4.02% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.5% | 0.61% | $138.1万 | 1.6万股 | $112.8万 | 3,069股 | +1.3万股+412.02% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.47% | 0.58% | $131.1万 | 6,968股 | $108.0万 | 6,960股 | +8股+0.11% | 加仓 |
| G通用动力VTI |
| 0.45% | 0.61% | $125.4万 | 3,390股 | $113.8万 | 3,546股 | -156股-4.40% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.44% | 0.61% | $121.5万 | 1.1万股 | $113.3万 | 1.2万股 | -849股-7.08% | 减仓 |
| S道富SPYV |
| 0.43% | 0.69% | $119.3万 | 2.0万股 | $127.1万 | 2.2万股 | -2,849股-12.68% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.41% | 0.54% | $112.9万 | 1,511股 | $99.8万 | 1,535股 | -24股-1.56% | 减仓 |
 英伟达NVDA |
| 0.39% | 0.46% | $109.3万 | 5,462股 | $85.0万 | 4,874股 | +588股+12.06% | 加仓 |
 GE航空GE |
| 0.39% | 0.44% | $108.2万 | 2,896股 | $82.6万 | 2,909股 | -13股-0.45% | 减仓 |
| IiShares安硕信托IDEV |
| 0.36% | 0.5% | $100.5万 | 1.1万股 | $92.9万 | 1.1万股 | +166股+1.49% | 加仓 |
| S嘉信策略信托SCHD |
| 0.34% | 0.52% | $94.6万 | 3.0万股 | $95.9万 | 3.1万股 | -1,415股-4.53% | 减仓 |
| V先锋领航指数基金VOO |
| 0.32% | 0.43% | $89.0万 | 1,296股 | $79.2万 | 1,325股 | -29股-2.19% | 减仓 |
| V先锋领航·MIDVO |
| 0.31% | 0.37% | $86.9万 | 1.1万股 | $68.0万 | 2,369股 | +8,278股+349.43% | 加仓 |
 GE VernovaGEV |
| 0.3% | 0.34% | $83.7万 | 712股 | $62.4万 | 715股 | -3股-0.42% | 减仓 |
 Meta平台META |
| 0.26% | 0.38% | $71.8万 | 1,274股 | $71.4万 | 1,247股 | +27股+2.17% | 加仓 |
 微软MSFT |
| 0.25% | 0.37% | $69.8万 | 1,870股 | $67.9万 | 1,833股 | +37股+2.02% | 加仓 |
| I景顺自营指数基金OMFS |
| 0.25% | 0.31% | $69.0万 | 1.3万股 | $58.4万 | 1.3万股 | +26股+0.20% | 加仓 |
| S道富SPSM |
| 0.24% | 0.28% | $66.9万 | 1.2万股 | $51.2万 | 1.1万股 | +1,017股+9.60% | 加仓 |
 英特尔INTC |
| 0.22% | 0.11% | $60.4万 | 4,323股 | $20.8万 | 4,710股 | -387股-8.22% | 减仓 |
 亚马逊AMZN |
| 0.21% | 0.27% | $59.4万 | 2,491股 | $50.0万 | 2,399股 | +92股+3.83% | 加仓 |
| V先锋领航·NY TAX FREE FDSMUNY |
| 0.21% | 0.27% | $58.0万 | 5,580股 | $50.7万 | 4,949股 | +631股+12.75% | 加仓 |
| PProShares信托NOBL |
| 0.21% | 0.3% | $57.5万 | 1.0万股 | $55.9万 | 5,271股 | +4,974股+94.37% | 加仓 |
| IiShares安硕信托IVV |
| 0.2% | 0.13% | $56.3万 | 752股 | $23.4万 | 359股 | +393股+109.47% | 加仓 |
| J骏利Detroit策略信托JSMD |
| 0.19% | 0.23% | $53.6万 | 5,296股 | $42.3万 | 5,327股 | -31股-0.58% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.19% | 0.28% | $53.5万 | 1,069股 | $51.2万 | 1,069股 | 00.00% | 持仓不变 |
| SSPROTT ASSET MANAGEMENTCEF |
| 0.17% | 0.31% | $48.6万 | 1.2万股 | $57.6万 | 1.2万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.16% | 0.2% | $43.6万 | 1,269股 | $37.6万 | 1,243股 | +26股+2.09% | 加仓 |
 摩根大通JPM |
| 0.16% | 0.14% | $43.2万 | 1,320股 | $26.0万 | 885股 | +435股+49.15% | 加仓 |
 景顺自营指数基金D |
| 0.15% | 0.23% | $42.9万 | 6,260股 | $43.1万 | 7,174股 | -914股-12.74% | 减仓 |
 强生JNJ |
| 0.15% | 0.21% | $40.7万 | 1,602股 | $39.1万 | 1,601股 | +1股+0.06% | 加仓 |
