| IiShares安硕信托IVV |
| 20.07% | 22.49% | $2,742.2万 | 3.7万股 | $2,584.9万 | 4.0万股 | -2,955股-7.47% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 16.77% | 17.66% | $2,291.2万 | 50.4万股 | $2,030.4万 | 44.5万股 | +5.9万股+13.17% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 8.1% | 8.38% | $1,107.6万 | 21.9万股 | $963.1万 | 19.0万股 | +2.9万股+15.10% | 加仓 |
| C资本集团股息价值CCBG |
| 6.02% | 5.54% | $822.5万 | 16.7万股 | $637.2万 | 15.0万股 | +1.7万股+11.42% | 加仓 |
| F富达Covington信托FDVV |
| 5.92% | 6.12% | $808.9万 | 13.4万股 | $703.2万 | 12.7万股 | +6,853股+5.38% | 加仓 |
| IiShares安硕信托IXUS |
| 5.69% | 5.54% | $777.1万 | 8.1万股 | $637.0万 | 7.4万股 | +7,902股+10.75% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 5.26% | 4.53% | $718.5万 | 2.4万股 | $520.7万 | 2.2万股 | +1,803股+8.23% | 加仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 4.32% | 3.62% | $590.2万 | 2.1万股 | $415.6万 | 2.0万股 | +688股+3.44% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.86% | 3.32% | $390.6万 | 6.9万股 | $381.2万 | 6.7万股 | +1,907股+2.84% | 加仓 |
| G通用动力VTI |
| 2.81% | 2.8% | $383.5万 | 1.0万股 | $321.8万 | 1.0万股 | +333股+3.32% | 加仓 |
| F第一信托交易所交易基金FYC |
| 2.75% | 2.56% | $375.8万 | 2.8万股 | $293.8万 | 2.7万股 | +1,681股+6.34% | 加仓 |
| F第一信托·USTCIBR |
| 2.49% | 1.97% | $340.1万 | 3.8万股 | $226.7万 | 3.6万股 | +1,681股+4.65% | 加仓 |
 谷歌AGOOGL |
| 2.22% | 1.95% | $302.8万 | 8,472股 | $224.4万 | 7,805股 | +667股+8.55% | 加仓 |
 苹果AAPL |
| 2.09% | 2.31% | $286.1万 | 9,889股 | $265.4万 | 1.0万股 | -569股-5.44% | 减仓 |
 亚马逊AMZN |
| 1.97% | 1.91% | $269.3万 | 1.1万股 | $220.1万 | 1.1万股 | +734股+6.95% | 加仓 |
| IiShares安硕信托SGOV |
| 1.3% | 1.37% | $177.5万 | 1.8万股 | $156.9万 | 1.6万股 | +2,039股+13.08% | 加仓 |
 微软MSFT |
| 1.29% | 1.31% | $177.0万 | 4,744股 | $151.0万 | 4,079股 | +665股+16.30% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.27% | 1.38% | $172.9万 | 2.8万股 | $158.4万 | 2.9万股 | -400股-1.40% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 0.85% | 0.78% | $116.1万 | 2.3万股 | $89.6万 | 1.8万股 | +5,201股+29.60% | 加仓 |
 波音BA |
| 0.72% | — | $98.1万 | 4,530股 | $0 | 0股 | +4,530股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.65% | 0.6% | $89.0万 | 1,209股 | $69.0万 | 1,196股 | +13股+1.09% | 加仓 |
| WWisdomTree信托DGRW |
| 0.5% | 0.71% | $68.0万 | 7,108股 | $81.7万 | 9,299股 | -2,191股-23.56% | 减仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.45% | 0.56% | $61.4万 | 1.2万股 | $64.0万 | 1.1万股 | +1,199股+11.07% | 加仓 |
 特斯拉TSLA |
| 0.43% | 0.46% | $59.2万 | 1,408股 | $53.1万 | 1,429股 | -21股-1.47% | 减仓 |
 NETFLIXNFLX |
| 0.38% | 0.51% | $51.3万 | 7,178股 | $58.4万 | 6,074股 | +1,104股+18.18% | 加仓 |
 英伟达NVDA |
| 0.36% | 0.38% | $49.7万 | 2,483股 | $43.3万 | 2,482股 | +1股+0.04% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.3% | 0.44% | $41.5万 | 830股 | $50.7万 | 1,058股 | -228股-21.55% | 减仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTEDOW |
| 0.29% | — | $39.8万 | 9,250股 | $0 | 0股 | +9,250股 | 新买入 |
| SSPDR道富系列信托SPYG |
| 0.27% | 0.26% | $36.8万 | 3,091股 | $30.2万 | 3,087股 | +4股+0.13% | 加仓 |
| AAT&TT |
| 0.25% | — | $34.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 FIRST MERCHANTSFRME |
| 0.24% | — | $32.5万 | 7,800股 | $0 | 0股 | +7,800股 | 新买入 |
 Meta平台META |
| 0.24% | 0.29% | $32.4万 | 575股 | $32.9万 | 576股 | -1股-0.17% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.23% | — | $31.7万 | 495股 | $0 | 0股 | +495股 | 新买入 |
 台积电TSM |
| 0.18% | — | $25.3万 | 529股 | $0 | 0股 | +529股 | 新买入 |
 礼来LLY |
| 0.17% | — | $22.8万 | 190股 | $0 | 0股 | +190股 | 新买入 |
 联合健康UNH |
| 0.16% | — | $21.7万 | 523股 | $0 | 0股 | +523股 | 新买入 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.15% | — | $21.0万 | 2,392股 | $0 | 0股 | +2,392股 | 新买入 |
