| V先锋领航指数基金VOO |
| 7.55% | 5.07% | $1,740.7万 | 2.5万股 | $959.2万 | 1.5万股 | +1.0万股+65.71% | 加仓 |
| IiShares安硕信托IEFA |
| 6.76% | 3.32% | $1,559.2万 | 16.1万股 | $627.4万 | 7.0万股 | +9.1万股+130.19% | 加仓 |
| ZZACKS TRUSTZECP |
| 4.91% | 1.48% | $1,131.1万 | 30.0万股 | $280.6万 | 8.1万股 | +21.9万股+271.28% | 加仓 |
| ZZACKS FOCUS GROWTH ETFGROZ |
| 4.76% | 1.17% | $1,096.5万 | 34.5万股 | $222.1万 | 7.5万股 | +27.0万股+362.95% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.53% | 6.24% | $1,043.4万 | 3.0万股 | $1,179.2万 | 3.8万股 | -8,047股-21.41% | 减仓 |
| ZZACKS SMALL/MID CAP ETFSMIZ |
| 3.98% | 0.81% | $918.3万 | 20.6万股 | $152.9万 | 4.1万股 | +16.4万股+397.76% | 加仓 |
| V先锋领航·MIDVO |
| 3.94% | 3.74% | $908.2万 | 11.3万股 | $706.1万 | 2.4万股 | +8.8万股+363.27% | 加仓 |
 英伟达NVDA |
| 2.77% | 3.34% | $637.9万 | 3.2万股 | $631.4万 | 3.4万股 | -1,974股-5.83% | 减仓 |
 谷歌AGOOGL |
| 2.33% | 2.45% | $537.3万 | 1.5万股 | $462.5万 | 1.5万股 | +259股+1.75% | 加仓 |
 礼来LLY |
| 2.33% | 1.03% | $537.0万 | 4,477股 | $195.0万 | 1,814股 | +2,663股+146.80% | 加仓 |
 苹果AAPL |
| 2.12% | 3.17% | $488.8万 | 1.7万股 | $598.3万 | 2.2万股 | -5,117股-23.25% | 减仓 |
 亚马逊AMZN |
| 2.11% | 2.45% | $486.0万 | 2.0万股 | $463.9万 | 2.0万股 | +292股+1.45% | 加仓 |
 Meta平台META |
| 1.76% | 2.78% | $405.3万 | 7,196股 | $525.4万 | 7,959股 | -763股-9.59% | 减仓 |
| IiShares安硕信托AGG |
| 1.74% | 0.01% | $400.9万 | 4.1万股 | $2.4万 | 471股 | +4.0万股+8,498.73% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.7% | 0.42% | $391.2万 | 3.2万股 | $79.7万 | 1,684股 | +3.0万股+1,770.96% | 加仓 |
 微软MSFT |
| 1.57% | 3.23% | $361.7万 | 9,697股 | $610.4万 | 1.3万股 | -2,925股-23.17% | 减仓 |
| IiShares安硕·COREIJR |
| 1.39% | 1.43% | $321.0万 | 2.2万股 | $271.2万 | 2.3万股 | -920股-4.08% | 减仓 |
| IiShares安硕IEMG |
| 1.3% | 0.86% | $299.6万 | 3.6万股 | $162.1万 | 2.4万股 | +1.2万股+50.00% | 加仓 |
| V先锋领航指数基金VTV |
| 1.24% | 1.13% | $286.5万 | 1.3万股 | $213.9万 | 1.1万股 | +1,947股+17.38% | 加仓 |
| S嘉信策略信托SCHE |
| 1.18% | 0.21% | $272.6万 | 7.5万股 | $39.4万 | 1.2万股 | +6.3万股+525.35% | 加仓 |
| V先锋领航指数基金VUG |
| 1.08% | 0.58% | $248.2万 | 2.9万股 | $110.2万 | 2,259股 | +2.7万股+1,175.52% | 加仓 |
| CCALAMOS ETF TRCAIE |
| 1.04% | 0.84% | $240.6万 | 8.8万股 | $158.2万 | 5.9万股 | +2.9万股+49.50% | 加仓 |
| S嘉信策略信托SCHD |
| 0.98% | 0.26% | $225.9万 | 7.1万股 | $48.5万 | 1.8万股 | +5.4万股+303.23% | 加仓 |
| I景顺交易所交易基金IIRWJ |
| 0.88% | 0.96% | $203.5万 | 3.4万股 | $181.8万 | 3.7万股 | -3,110股-8.33% | 减仓 |
| IiShares安硕信托IVV |
| 0.87% | 0.73% | $200.4万 | 2,676股 | $138.6万 | 2,023股 | +653股+32.28% | 加仓 |
 AMD超威AMD |
| 0.86% | 0.28% | $198.3万 | 3,414股 | $53.8万 | 2,514股 | +900股+35.80% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.66% | — | $152.0万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| IiShares安硕信托SGOV |
| 0.59% | — | $136.7万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 泛林集团LRCX |
| 0.59% | 0.13% | $134.9万 | 3,113股 | $25.1万 | 1,466股 | +1,647股+112.35% | 加仓 |
 iShares安硕·MBSACGL |
| 0.58% | 0.55% | $133.4万 | 1.4万股 | $103.9万 | 1.1万股 | +3,199股+29.31% | 加仓 |
 沃尔玛WMT |
| 0.54% | 1.33% | $125.2万 | 1.1万股 | $252.2万 | 2.3万股 | -1.2万股-51.14% | 减仓 |
 博通AVGO |
| 0.53% | 0.2% | $123.1万 | 3,258股 | $38.7万 | 1,118股 | +2,140股+191.41% | 加仓 |
 甲骨文ORCL |
| 0.53% | 1.48% | $121.8万 | 8,314股 | $280.1万 | 1.4万股 | -6,057股-42.15% | 减仓 |
| V先锋领航指数基金VBK |
| 0.51% | 0.21% | $117.7万 | 3,218股 | $39.2万 | 1,298股 | +1,920股+147.92% | 加仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 0.51% | 0.45% | $117.5万 | 7.4万股 | $85.5万 | 6.5万股 | +9,483股+14.70% | 加仓 |
| AAMERICAN CUSTOMER SATISFACTION ETFACSI |
| 0.48% | — | $110.9万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 特斯拉TSLA |
| 0.47% | 0.28% | $108.7万 | 2,585股 | $52.7万 | 1,171股 | +1,414股+120.75% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.45% | 0.45% | $104.7万 | 1,410股 | $84.2万 | 1,234股 | +176股+14.26% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.45% | 0.66% | $104.5万 | 2.0万股 | $124.6万 | 2.4万股 | -3,629股-15.40% | 减仓 |
| I景顺QQQ信托VOO |
| 0.4% | 0.11% | $92.7万 | 1,258股 | $20.0万 | 326股 | +932股+285.89% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.39% | 0.43% | $90.3万 | 2,871股 | $82.2万 | 2,846股 | +25股+0.88% | 加仓 |
 台积电TSM |
| 0.36% | 0.3% | $82.2万 | 1,722股 | $57.2万 | 1,881股 | -159股-8.45% | 减仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.35% | — | $79.8万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.33% | 1.47% | $76.1万 | 7,916股 | $277.5万 | 3.6万股 | -2.8万股-78.13% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.33% | 0.5% | $75.4万 | 9,122股 | $93.6万 | 1.1万股 | -2,060股-18.42% | 减仓 |
 雅培ABT |
| 0.31% | 0.28% | $71.9万 | 7,926股 | $53.9万 | 4,300股 | +3,626股+84.33% | 加仓 |
 AMGEN COMAMGN |
| 0.31% | 1.27% | $70.9万 | 1,957股 | $240.9万 | 7,360股 | -5,403股-73.41% | 减仓 |
 家得宝HD |
| 0.3% | 0.31% | $70.3万 | 1,993股 | $59.4万 | 1,725股 | +268股+15.54% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.3% | 0.36% | $69.1万 | 7,607股 | $67.2万 | 8,150股 | -543股-6.66% | 减仓 |
 帕兰提尔PLTR |
| 0.29% | 0.17% | $67.9万 | 5,820股 | $32.3万 | 1,816股 | +4,004股+220.48% | 加仓 |
