| G通用动力VTI |
| 27.42% | 28.13% | $6,457.1万 | 17.4万股 | $5,443.5万 | 17.0万股 | +4,815股+2.84% | 加仓 |
| V先锋领航指数基金VOO |
| 15.44% | 14.31% | $3,636.7万 | 4.9万股 | $2,769.4万 | 4.8万股 | +1,404股+2.93% | 加仓 |
| IiShares安硕·COREIJH |
| 9.25% | 9.55% | $2,178.9万 | 28.3万股 | $1,848.9万 | 27.4万股 | +8,769股+3.20% | 加仓 |
| A美国世纪ETF信托AVLV |
| 7.87% | 8.16% | $1,852.7万 | 20.3万股 | $1,578.7万 | 19.6万股 | +7,278股+3.72% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 5.35% | 5.36% | $1,259.7万 | 15.4万股 | $1,036.7万 | 14.6万股 | +7,529股+5.15% | 加仓 |
| IiShares安硕·COREIJR |
| 4.1% | 4.05% | $965.1万 | 6.5万股 | $784.7万 | 6.3万股 | +1,949股+3.09% | 加仓 |
 苹果AAPL |
| 3.82% | 4.09% | $898.9万 | 3.1万股 | $791.3万 | 3.1万股 | -113股-0.36% | 减仓 |
| IISHARES FUTURE AI & TECHETFARTY |
| 3.12% | 2.31% | $735.1万 | 9.7万股 | $447.2万 | 9.6万股 | +395股+0.41% | 加仓 |
 英伟达NVDA |
| 2.37% | 2.32% | $557.6万 | 2.8万股 | $448.2万 | 2.6万股 | +2,169股+8.44% | 加仓 |
| EEtfis Ser TR I Reaves Utils ETFUTES |
| 1.98% | 2.25% | $466.5万 | 5.7万股 | $434.7万 | 5.4万股 | +2,674股+4.92% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.62% | 1.75% | $381.8万 | 1.8万股 | $339.1万 | 1.8万股 | +276股+1.56% | 加仓 |
 亚马逊AMZN |
| 1.38% | 1.46% | $326.0万 | 1.4万股 | $282.7万 | 1.4万股 | +104股+0.77% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.26% | 1.25% | $297.4万 | 8,416股 | $242.2万 | 8,443股 | -27股-0.32% | 减仓 |
| F第一信托交易所交易基金QQXT |
| 0.94% | 1.13% | $222.0万 | 2.3万股 | $219.6万 | 2.2万股 | +245股+1.09% | 加仓 |
| V先锋领航指数基金VXF |
| 0.81% | 0.78% | $191.1万 | 7,761股 | $151.9万 | 7,381股 | +380股+5.15% | 加仓 |
 特斯拉TSLA |
| 0.66% | 0.71% | $156.2万 | 3,713股 | $137.5万 | 3,700股 | +13股+0.35% | 加仓 |
 VertivVRT |
| 0.57% | 0.5% | $134.5万 | 4,018股 | $95.9万 | 3,828股 | +190股+4.96% | 加仓 |
 微软MSFT |
| 0.52% | 0.55% | $123.4万 | 3,308股 | $107.3万 | 2,898股 | +410股+14.15% | 加仓 |
 AMD超威AMD |
| 0.51% | 0.22% | $119.6万 | 2,058股 | $41.9万 | 2,058股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.43% | 0.62% | $100.3万 | 2,724股 | $119.4万 | 2,774股 | -50股-1.80% | 减仓 |
 博通AVGO |
| 0.42% | 0.38% | $99.2万 | 2,627股 | $73.4万 | 2,370股 | +257股+10.84% | 加仓 |
| IiShares安硕信托IVV |
| 0.39% | 0.42% | $92.9万 | 1,241股 | $81.0万 | 1,241股 | 00.00% | 持仓不变 |
 NEBIUSNBIS |
| 0.36% | 0.14% | $85.5万 | 3,096股 | $27.4万 | 2,645股 | +451股+17.05% | 加仓 |
| F第一信托·USTFVD |
| 0.35% | 0.45% | $82.6万 | 1.7万股 | $87.1万 | 1.9万股 | -1,381股-7.46% | 减仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 0.33% | 0.44% | $78.2万 | 1.6万股 | $85.4万 | 1.7万股 | -1,441股-8.40% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.3% | 0.32% | $71.5万 | 958股 | $62.2万 | 956股 | +2股+0.21% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.29% | 0.32% | $68.7万 | 3,797股 | $62.8万 | 3,796股 | +1股+0.03% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.29% | 0.31% | $68.1万 | 1.5万股 | $59.5万 | 1.5万股 | +38股+0.25% | 加仓 |
 强生JNJ |
| 0.28% | 0.33% | $66.5万 | 2,620股 | $63.9万 | 2,612股 | +8股+0.31% | 加仓 |
| IiShares安硕信托USMV |
| 0.28% | 0.34% | $65.9万 | 6,829股 | $66.3万 | 7,151股 | -322股-4.50% | 减仓 |
| IiShares安硕信托VLUE |
| 0.28% | 0.25% | $65.6万 | 3,281股 | $48.5万 | 3,412股 | -131股-3.84% | 减仓 |
 Meta平台META |
| 0.27% | 0.32% | $64.0万 | 1,136股 | $61.5万 | 1,075股 | +61股+5.67% | 加仓 |
 Arista网络ANET |
| 0.26% | 0.23% | $61.2万 | 3,603股 | $44.2万 | 3,603股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.25% | 0.47% | $59.6万 | 4,360股 | $91.2万 | 5,376股 | -1,016股-18.90% | 减仓 |
| IiShares安硕信托XT |
| 0.25% | 0.26% | $58.4万 | 7,065股 | $50.4万 | 7,393股 | -328股-4.44% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.25% | 0.21% | $58.1万 | 2,456股 | $41.0万 | 1,906股 | +550股+28.86% | 加仓 |
 谷歌AGOOGL |
| 0.24% | 0.18% | $55.8万 | 1,561股 | $34.8万 | 1,210股 | +351股+29.01% | 加仓 |
 美光科技MU |
| 0.23% | — | $54.3万 | 470股 | $0 | 0股 | +470股 | 新买入 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.22% | 0.23% | $51.7万 | 1,413股 | $43.8万 | 1,376股 | +37股+2.69% | 加仓 |
| F第一信托·EXCHANGE-TRADED ALPFNY |
| 0.22% | 0.22% | $50.9万 | 4,589股 | $42.0万 | 4,637股 | -48股-1.04% | 减仓 |
 道富·CORP COMSTT |
| 0.21% | 0.19% | $50.3万 | 2,966股 | $37.4万 | 2,954股 | +12股+0.41% | 加仓 |
| IiShares黄金信托IAU |
| 0.21% | 0.3% | $49.8万 | 6,600股 | $58.2万 | 6,600股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托XAR |
| 0.21% | 0.23% | $49.6万 | 1,747股 | $44.4万 | 1,747股 | 00.00% | 持仓不变 |
 MAIN STR CAPMAIN |
| 0.18% | 0.23% | $42.8万 | 8,250股 | $43.7万 | 8,250股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金VIOCTM |
| 0.18% | 0.21% | $42.0万 | 1.3万股 | $40.7万 | 1.3万股 | 00.00% | 持仓不变 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.18% | 0.17% | $41.8万 | 1,380股 | $32.2万 | 1,355股 | +25股+1.85% | 加仓 |
 CHUBB LIMITEDCB |
| 0.18% | 0.21% | $41.7万 | 1,223股 | $39.9万 | 1,223股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.17% | 0.22% | $39.0万 | 3,339股 | $42.7万 | 2,919股 | +420股+14.39% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.15% | 0.16% | $35.7万 | 1.2万股 | $30.8万 | 1.2万股 | +33股+0.27% | 加仓 |
 Bloom EnergyBE |
| 0.15% | 0.11% | $35.6万 | 1,176股 | $20.9万 | 1,539股 | -363股-23.59% | 减仓 |
