| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 7.42% | 6.89% | $1,354.4万 | 40.0万股 | $1,081.6万 | 37.1万股 | +2.9万股+7.79% | 加仓 |
| S嘉信策略信托SCHD |
| 6.33% | 6.64% | $1,155.3万 | 36.4万股 | $1,041.8万 | 34.0万股 | +2.5万股+7.29% | 加仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 5.76% | 5.44% | $1,052.2万 | 25.6万股 | $854.7万 | 24.0万股 | +1.6万股+6.60% | 加仓 |
| SSPDR道富系列信托BIL |
| 5.75% | 10.87% | $1,049.8万 | 11.5万股 | $1,707.2万 | 18.6万股 | -7.2万股-38.51% | 减仓 |
| S嘉信·USSCHA |
| 3.58% | 3.22% | $654.2万 | 18.1万股 | $505.3万 | 17.4万股 | +7,316股+4.21% | 加仓 |
| V先锋领航全球基金VGT |
| 3.07% | 2.54% | $560.0万 | 4.7万股 | $399.0万 | 5,719股 | +4.1万股+719.22% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.88% | 3.14% | $526.0万 | 10.4万股 | $492.9万 | 9.9万股 | +5,193股+5.26% | 加仓 |
| C资本集团股息价值CCBG |
| 2.36% | 2.33% | $430.8万 | 8.7万股 | $365.5万 | 8.6万股 | +1,499股+1.74% | 加仓 |
| IiShares安硕信托IVV |
| 2.25% | 2.19% | $410.1万 | 5,477股 | $343.2万 | 5,254股 | +223股+4.24% | 加仓 |
| S道富SPYM |
| 2.04% | — | $372.8万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 苹果AAPL |
| 1.92% | 1.97% | $350.7万 | 1.2万股 | $309.1万 | 1.2万股 | -61股-0.50% | 减仓 |
 微软MSFT |
| 1.81% | 0.46% | $330.3万 | 8,856股 | $71.8万 | 1,940股 | +6,916股+356.49% | 加仓 |
| VVanEck ETF信托HYD |
| 1.71% | 1.85% | $311.8万 | 6.1万股 | $289.7万 | 5.8万股 | +2,760股+4.78% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.67% | 1.54% | $304.4万 | 4.3万股 | $241.7万 | 3.8万股 | +5,004股+13.27% | 加仓 |
| F富兰克林邓普顿ETF信托FLJP |
| 1.63% | — | $296.7万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
| V先锋领航·FSTEVWO |
| 1.62% | 1.48% | $295.3万 | 4.9万股 | $232.6万 | 4.3万股 | +6,438股+14.96% | 加仓 |
| HHarbor Etf Trust Commodity All-Weather StrategyHGER |
| 1.62% | 1.38% | $294.9万 | 10.1万股 | $217.4万 | 7.0万股 | +3.0万股+43.39% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.58% | 1.79% | $288.8万 | 3.1万股 | $281.1万 | 2.9万股 | +1,083股+3.68% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 1.5% | 1.58% | $273.3万 | 5.2万股 | $247.9万 | 4.8万股 | +4,457股+9.38% | 加仓 |
| IiShares安硕信托GVI |
| 1.48% | 1.63% | $270.4万 | 2.5万股 | $255.5万 | 2.4万股 | +1,406股+5.86% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.29% | 1.4% | $235.2万 | 3.0万股 | $220.1万 | 2.8万股 | +2,117股+7.54% | 加仓 |
| WWORLD GOLD TRGLD |
| 1.11% | — | $201.7万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| V先锋领航国际股票指数基金VT |
| 1.06% | 1.01% | $193.6万 | 1.2万股 | $157.9万 | 1.1万股 | +921股+8.07% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.05% | 1.08% | $192.4万 | 2.3万股 | $168.9万 | 2.2万股 | +598股+2.73% | 加仓 |
| GGMO US QUALITY ETFGMOV |
| 1.03% | 1.04% | $188.8万 | 4.5万股 | $163.8万 | 4.5万股 | +89股+0.20% | 加仓 |
 ARES CAPITALARCC |
| 1.02% | 0.83% | $186.8万 | 10.1万股 | $130.3万 | 7.2万股 | +2.9万股+39.41% | 加仓 |
| I景顺QQQ信托VOO |
| 0.98% | — | $179.5万 | 2,438股 | $0 | 0股 | +2,438股 | 新买入 |
| S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI |
| 0.98% | 1.06% | $178.5万 | 7.9万股 | $166.6万 | 7.3万股 | +5,360股+7.30% | 加仓 |
| FFS CREDIT OPPORTUNITIESFSCO |
| 0.96% | 1.18% | $174.6万 | 35.0万股 | $184.9万 | 36.3万股 | -1.3万股-3.51% | 减仓 |
| HHORIZON FDSBENJ |
| 0.9% | 1.1% | $163.5万 | 3.1万股 | $173.1万 | 3.3万股 | -2,097股-6.34% | 减仓 |
| IiShares安硕信托STIP |
| 0.69% | 0.79% | $125.8万 | 1.2万股 | $124.1万 | 1.2万股 | +318股+2.65% | 加仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 0.68% | 0.7% | $124.6万 | 3.3万股 | $110.3万 | 3.2万股 | +770股+2.40% | 加仓 |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.67% | 1.44% | $122.8万 | 2.7万股 | $226.8万 | 4.3万股 | -1.6万股-37.26% | 减仓 |
| FFS SPECIALTY LENDING FD COM SH BEN INTFSSL |
| 0.66% | 1% | $119.6万 | 10.7万股 | $157.2万 | 12.6万股 | -1.8万股-14.64% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.6% | 0.43% | $108.7万 | 1.9万股 | $66.9万 | 1.2万股 | +7,432股+62.92% | 加仓 |
| NNEOS ETF TRUSTSPYI |
| 0.59% | 0.23% | $108.6万 | 2.0万股 | $35.8万 | 7,250股 | +1.3万股+182.07% | 加仓 |
| CCAPITAL INTERNATIONAL EQUITY ETFCGIE |
| 0.59% | 0.62% | $108.5万 | 3.0万股 | $96.8万 | 2.9万股 | +569股+1.95% | 加仓 |
| AAMPLIFY ETF TRDIVO |
| 0.58% | 0.23% | $106.0万 | 2.3万股 | $35.5万 | 7,906股 | +1.5万股+193.27% | 加仓 |
 埃克森美孚XOM |
| 0.58% | 0.84% | $105.1万 | 7,689股 | $131.6万 | 7,756股 | -67股-0.86% | 减仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 0.57% | 0.57% | $104.6万 | 2.4万股 | $90.3万 | 2.3万股 | +27股+0.11% | 加仓 |
| IiShares安硕信托GJS |
| 0.54% | 0.63% | $99.0万 | 4.3万股 | $99.6万 | 4.3万股 | 00.00% | 持仓不变 |
| AARK·21SHARES BITCOIN ETFARKB |
| 0.54% | 0.25% | $98.0万 | 5.0万股 | $39.4万 | 1.8万股 | +3.3万股+187.41% | 加仓 |
| CCAPITAL GBL GROWTH EQTCGGR |
| 0.53% | 0.48% | $96.2万 | 2.3万股 | $75.8万 | 2.3万股 | 00.00% | 持仓不变 |
| FFS KKR CAPFSK |
| 0.52% | 0.77% | $95.7万 | 9.1万股 | $120.6万 | 11.8万股 | -2.7万股-23.00% | 减仓 |
| IINVESTMENT MANAGERS SER TR IFPAG |
| 0.51% | 0.54% | $94.0万 | 2.3万股 | $84.3万 | 2.3万股 | +165股+0.71% | 加仓 |
| SStrategyMSTR |
| 0.5% | 0.83% | $91.1万 | 1.0万股 | $130.9万 | 1.0万股 | 00.00% | 持仓不变 |
 PHILLIPS EDISON &PECO |
| 0.49% | 0.57% | $90.3万 | 2.2万股 | $89.3万 | 2.4万股 | -2,173股-9.10% | 减仓 |
 洛克希德马丁LMT |
| 0.49% | 0.68% | $89.5万 | 1,756股 | $106.0万 | 1,754股 | +2股+0.11% | 加仓 |
| AAvantis·U SAVUV |
| 0.49% | 0.49% | $88.5万 | 7,096股 | $76.8万 | 6,951股 | +145股+2.09% | 加仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 0.45% | 0.52% | $82.7万 | 3.7万股 | $82.2万 | 3.7万股 | +317股+0.86% | 加仓 |
