| G通用动力VTI |
| 21.77% | 20.59% | $772.8万 | 2.1万股 | $660.1万 | 2.1万股 | +308股+1.50% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 7.03% | 6.83% | $249.5万 | 1.6万股 | $219.1万 | 1.6万股 | +57股+0.36% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.57% | 5.45% | $197.8万 | 2.8万股 | $174.6万 | 2.7万股 | +513股+1.88% | 加仓 |
 SABA CAPITAL INCOME & OPPORTUN COM NEWSABA |
| 4.57% | 5% | $162.2万 | 19.4万股 | $160.2万 | 19.3万股 | +1,665股+0.86% | 加仓 |
| IiShares安硕信托ITOT |
| 3.66% | 3.48% | $129.8万 | 7,903股 | $111.6万 | 7,833股 | +70股+0.89% | 加仓 |
 BLACKSTONE STRATEGIC CRED 20BGB |
| 3.3% | 3.56% | $117.1万 | 10.4万股 | $114.1万 | 10.2万股 | +1,333股+1.30% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.28% | 3.14% | $116.6万 | 4.0万股 | $100.8万 | 4.0万股 | +105股+0.26% | 加仓 |
| WWORLD GOLD TRGLD |
| 2.97% | 3.83% | $105.4万 | 1.3万股 | $122.9万 | 1.3万股 | +3股+0.02% | 加仓 |
 贝莱德·MUNIYIELD N Y QUALMYN |
| 2.94% | 3.03% | $104.4万 | 10.3万股 | $97.2万 | 10.1万股 | +1,573股+1.55% | 加仓 |
| IiShares比特币ETFIBIT |
| 2.65% | 3.39% | $94.1万 | 2.8万股 | $108.6万 | 2.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 2.57% | 2.61% | $91.1万 | 9,437股 | $83.8万 | 9,259股 | +178股+1.92% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 2.13% | 1.98% | $75.5万 | 6,451股 | $63.4万 | 5,451股 | +1,000股+18.35% | 加仓 |
| PPGIM SHORT DUR HIG YLD OPP FD COMSDHY |
| 2.07% | 2.21% | $73.7万 | 4.5万股 | $70.7万 | 4.4万股 | +801股+1.81% | 加仓 |
| GGMO US QUALITY ETFGMOV |
| 2% | 1.92% | $71.1万 | 1.7万股 | $61.5万 | 1.7万股 | +99股+0.58% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 1.97% | 0.92% | $70.0万 | 1.4万股 | $29.6万 | 5,809股 | +7,918股+136.31% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 1.71% | 1.65% | $60.7万 | 1,659股 | $53.1万 | 1,668股 | -9股-0.54% | 减仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 1.7% | 1.65% | $60.3万 | 4,247股 | $53.0万 | 4,237股 | +10股+0.24% | 加仓 |
| IiShares黄金信托IAU |
| 1.7% | 2.19% | $60.2万 | 7,976股 | $70.3万 | 7,976股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 1.64% | 1.62% | $58.3万 | 6,961股 | $52.0万 | 6,929股 | +32股+0.46% | 加仓 |
| IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR |
| 1.63% | 1.77% | $58.0万 | 1.2万股 | $56.7万 | 1.1万股 | +264股+2.35% | 加仓 |
 谷歌AGOOGL |
| 1.47% | 1.31% | $52.2万 | 1,460股 | $41.9万 | 1,456股 | +4股+0.27% | 加仓 |
| MMATTHEWS ASIA INNOVATORSACTIVE ETFMINV |
| 1.46% | 1.05% | $51.7万 | 8,939股 | $33.8万 | 8,890股 | +49股+0.55% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.4% | 1.37% | $49.7万 | 8,324股 | $44.0万 | 8,133股 | +191股+2.35% | 加仓 |
| AADVISORS INNER CIRCLE FD III STRATEGAS MACROSAMT |
| 1.34% | 1.22% | $47.7万 | 9,995股 | $39.2万 | 9,975股 | +20股+0.20% | 加仓 |
 NEBIUSNBIS |
| 1.34% | 1.6% | $47.5万 | 1,721股 | $51.2万 | 4,930股 | -3,209股-65.09% | 减仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 1.28% | 1.26% | $45.5万 | 5,492股 | $40.3万 | 5,467股 | +25股+0.46% | 加仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 1.26% | 1.59% | $44.7万 | 8,756股 | $51.1万 | 8,660股 | +96股+1.11% | 加仓 |
| EEXCHANGE LISTED FDS TRCEFS |
| 1.17% | 1.14% | $41.5万 | 1.6万股 | $36.5万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托SGOV |
| 1.08% | 1.29% | $38.2万 | 3,797股 | $41.4万 | 4,113股 | -316股-7.68% | 减仓 |
| IiShares安硕IEMG |
| 1.01% | 0.93% | $36.0万 | 4,341股 | $30.0万 | 4,297股 | +44股+1.02% | 加仓 |
 美光科技MU |
| 0.86% | — | $30.5万 | 264股 | $0 | 0股 | +264股 | 新买入 |
| AALPHA ARCHITECT US QUANTITATIVE VALQVAL |
| 0.79% | 0.82% | $28.2万 | 5,086股 | $26.4万 | 5,056股 | +30股+0.59% | 加仓 |
| BBALLAST SMALL/MID CAP ETFMGMT |
| 0.76% | 0.75% | $27.0万 | 5,302股 | $23.9万 | 5,302股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.73% | 0.7% | $25.8万 | 1,081股 | $22.5万 | 1,078股 | +3股+0.28% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.69% | 0.82% | $24.6万 | 4,895股 | $26.4万 | 5,251股 | -356股-6.78% | 减仓 |
| AADVISORS INNER CIRCLE FD IIISAMM |
| 0.68% | 0.7% | $24.2万 | 7,498股 | $22.6万 | 7,481股 | +17股+0.23% | 加仓 |
| EETF系列解决方案DSTX |
| 0.67% | 0.73% | $23.7万 | 7,269股 | $23.3万 | 7,185股 | +84股+1.17% | 加仓 |
| DDISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFDSTL |
| 0.66% | 0.71% | $23.5万 | 3,922股 | $22.6万 | 3,910股 | +12股+0.31% | 加仓 |
| TTidal·TRUST IRISR |
| 0.65% | 0.71% | $23.1万 | 6,387股 | $22.8万 | 6,292股 | +95股+1.51% | 加仓 |
| AADVISORS INNER CIRCLE FD IIISAGP |
| 0.6% | 0.64% | $21.2万 | 5,976股 | $20.4万 | 5,955股 | +21股+0.35% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.59% | — | $20.8万 | 3,062股 | $0 | 0股 | +3,062股 | 新买入 |
| EEXCHANGE TRADED CONCEPTS TRUINQQ |
| 0.58% | 0.58% | $20.7万 | 1.6万股 | $18.7万 | 1.6万股 | 00.00% | 持仓不变 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 0.57% | — | $20.4万 | 2,475股 | $0 | 0股 | +2,475股 | 新买入 |
| PPROSHARES ULTRASHORT QQQQID |
| 0.38% | — | $13.6万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| SSTANDARD LITHIUM CORP COMSLI |
| 0.34% | 0.47% | $12.2万 | 4.4万股 | $15.0万 | 4.4万股 | +105股+0.24% | 加仓 |
| HHYPERLIQUID STRATEGIES IPURR |
| 0.29% | — | $10.4万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| AAMERICAN BATTERY TECHNOLOGYABAT |
| 0.27% | 0.29% | $9.6万 | 3.4万股 | $9.4万 | 3.4万股 | +80股+0.24% | 加仓 |
| LLITHIUM AMERS NEWLAC |
| 0.21% | 0.24% | $7.5万 | 1.9万股 | $7.6万 | 1.9万股 | +45股+0.23% | 加仓 |
