| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 14.05% | 9.3% | $1,675.7万 | 33.3万股 | $881.1万 | 17.5万股 | +15.8万股+90.13% | 加仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 7.83% | — | $934.1万 | 27.3万股 | $0 | 0股 | +27.3万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 5.84% | 6.04% | $696.4万 | 2.0万股 | $572.3万 | 2.0万股 | -240股-1.20% | 减仓 |
 亚马逊AMZN |
| 4.84% | 5.34% | $577.1万 | 2.4万股 | $505.6万 | 2.4万股 | -63股-0.26% | 减仓 |
 苹果AAPL |
| 4.79% | 5.32% | $571.7万 | 2.0万股 | $504.3万 | 2.0万股 | -116股-0.58% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 4.32% | 4.58% | $515.1万 | 14.1万股 | $433.7万 | 12.8万股 | +1.3万股+9.80% | 加仓 |
| BBITWISE BITCOIN ETF TRBITB |
| 4.11% | 6.54% | $490.0万 | 15.4万股 | $619.4万 | 16.8万股 | -1.4万股-8.59% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.2% | 5.59% | $382.1万 | 4.8万股 | $529.8万 | 6.7万股 | -1.8万股-27.67% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 2.81% | 4.08% | $334.7万 | 5.9万股 | $386.9万 | 6.8万股 | -8,990股-13.17% | 减仓 |
| PPacer基金信托COWZ |
| 2.58% | 3.31% | $308.1万 | 5.0万股 | $313.5万 | 5.0万股 | -578股-1.15% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.93% | 2.39% | $229.6万 | 4,589股 | $226.7万 | 4,731股 | -142股-3.00% | 减仓 |
| KKRANESHARES TRUSTKOID |
| 1.85% | 1.52% | $220.2万 | 5.3万股 | $144.2万 | 4.6万股 | +7,216股+15.62% | 加仓 |
| S嘉信策略信托SCHD |
| 1.83% | 2.17% | $217.7万 | 6.9万股 | $205.7万 | 6.7万股 | +1,631股+2.43% | 加仓 |
| V先锋领航白厅基金VYMI |
| 1.79% | 1.89% | $213.4万 | 2.2万股 | $179.5万 | 1.9万股 | +2,690股+14.12% | 加仓 |
| SSERIES PORTFOLIOS TRADPV |
| 1.68% | 2.22% | $200.5万 | 4.2万股 | $210.4万 | 5.0万股 | -8,394股-16.82% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.63% | 1.69% | $194.7万 | 2,601股 | $159.9万 | 2,455股 | +146股+5.95% | 加仓 |
 微软MSFT |
| 1.52% | 1.73% | $181.1万 | 4,854股 | $163.8万 | 4,424股 | +430股+9.72% | 加仓 |
| TTidal·TRUST IIIPOW |
| 1.36% | 0.99% | $162.4万 | 5.2万股 | $93.6万 | 3.9万股 | +1.4万股+35.68% | 加仓 |
 英伟达NVDA |
| 1.17% | 1.37% | $139.4万 | 6,965股 | $130.0万 | 7,451股 | -486股-6.52% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.15% | 0.62% | $136.6万 | 4,510股 | $58.5万 | 2,464股 | +2,046股+83.04% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK |
| 1.13% | 1.07% | $134.3万 | 1.2万股 | $101.3万 | 1.3万股 | -703股-5.52% | 减仓 |
| I景顺QQQ信托VOO |
| 1.03% | 1% | $122.5万 | 1,661股 | $95.0万 | 1,645股 | +16股+0.97% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.86% | 0.84% | $102.4万 | 4,811股 | $79.3万 | 4,134股 | +677股+16.38% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.81% | 0.92% | $96.6万 | 1.1万股 | $87.3万 | 1.1万股 | -33股-0.29% | 减仓 |
| RRUSSELL INVTS EXCHANGE TRADERUSC |
| 0.78% | 0.81% | $92.9万 | 2.4万股 | $76.6万 | 2.4万股 | -143股-0.60% | 减仓 |
| TTEXAS CAPITAL TEXAS EQUITY INDEX ETFTXS |
| 0.73% | 0.97% | $87.0万 | 2.2万股 | $91.8万 | 2.5万股 | -2,813股-11.48% | 减仓 |
 特斯拉TSLA |
| 0.64% | 0.25% | $76.1万 | 1,810股 | $23.8万 | 640股 | +1,170股+182.81% | 加仓 |
 谷歌AGOOGL |
| 0.62% | 0.62% | $74.5万 | 2,083股 | $59.1万 | 2,054股 | +29股+1.41% | 加仓 |
 Meta平台META |
| 0.49% | 0.75% | $58.8万 | 1,044股 | $70.8万 | 1,237股 | -193股-15.60% | 减仓 |
| WWISDOMTREE QUANTUM COMPUTING FUNDWQTM |
| 0.49% | — | $58.2万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 0.47% | 0.38% | $56.4万 | 8,352股 | $35.9万 | 5,624股 | +2,728股+48.51% | 加仓 |
| V先锋领航指数基金VTV |
| 0.45% | 0.52% | $54.1万 | 2,482股 | $49.7万 | 2,533股 | -51股-2.01% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.42% | 0.42% | $49.9万 | 1.5万股 | $39.8万 | 1.4万股 | +1,087股+7.96% | 加仓 |
 好市多COST |
| 0.42% | 0.53% | $49.6万 | 530股 | $50.5万 | 507股 | +23股+4.54% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.41% | 0.61% | $48.6万 | 1.0万股 | $57.5万 | 1.2万股 | -1,873股-15.32% | 减仓 |
 家得宝HD |
| 0.39% | 0.43% | $46.5万 | 1,319股 | $40.7万 | 1,237股 | +82股+6.63% | 加仓 |
| J骏利Detroit策略信托JELM |
| 0.37% | — | $44.1万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 强生JNJ |
| 0.37% | 0.44% | $43.7万 | 1,720股 | $41.9万 | 1,713股 | +7股+0.41% | 加仓 |
| N新纪元能源NEE |
| 0.32% | 0.36% | $37.8万 | 4,307股 | $34.5万 | 3,716股 | +591股+15.90% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.3% | 0.18% | $36.3万 | 842股 | $17.1万 | 1,042股 | -200股-19.19% | 减仓 |
| EETF系列解决方案QTUM |
| 0.3% | 0.23% | $35.9万 | 2,172股 | $21.5万 | 2,003股 | +169股+8.44% | 加仓 |
| RRUBRIK INC CLASS ARBRK |
| 0.3% | 0.22% | $35.8万 | 4,459股 | $20.7万 | 4,229股 | +230股+5.44% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.29% | 0.43% | $35.1万 | 1.1万股 | $40.5万 | 1.1万股 | -9股-0.09% | 减仓 |
 摩根大通JPM |
| 0.27% | 0.3% | $32.1万 | 980股 | $28.8万 | 978股 | +2股+0.20% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.27% | 0.34% | $32.0万 | 6,325股 | $32.3万 | 6,384股 | -59股-0.92% | 减仓 |
 耐克NKE |
| 0.25% | 0.4% | $30.1万 | 7,270股 | $38.2万 | 7,186股 | +84股+1.17% | 加仓 |
 REALTY INCOME COMO |
| 0.25% | 0.31% | $29.7万 | 4,772股 | $29.2万 | 4,755股 | +17股+0.36% | 加仓 |
 百事可乐PEP |
| 0.25% | 0.36% | $29.6万 | 2,186股 | $33.7万 | 2,172股 | +14股+0.64% | 加仓 |
| IiShares安硕信托IVV |
| 0.24% | 0.26% | $28.6万 | 382股 | $24.3万 | 372股 | +10股+2.69% | 加仓 |
| CCALAMOS ETF TRCAIE |
| 0.23% | 0.12% | $27.4万 | 1.0万股 | $11.2万 | 4,449股 | +5,607股+126.03% | 加仓 |
