| IiShares安硕信托IVV |
| 37.67% | 33.37% | $4,676.9万 | 6.2万股 | $3,832.9万 | 5.9万股 | +3,773股+6.43% | 加仓 |
| SSPDR道富指数基金SPDW |
| 12.74% | 11.54% | $1,582.1万 | 31.4万股 | $1,325.5万 | 29.0万股 | +2.4万股+8.13% | 加仓 |
| SSPDR道富指数基金SPEM |
| 5.78% | 5.36% | $717.2万 | 13.9万股 | $615.5万 | 13.1万股 | +7,292股+5.56% | 加仓 |
| S道富SPYM |
| 3.6% | 3.41% | $447.2万 | 5.1万股 | $391.2万 | 5.1万股 | -212股-0.41% | 减仓 |
| AARK·21SHARES BITCOIN ETFARKB |
| 3.48% | 4.35% | $431.6万 | 22.2万股 | $500.1万 | 22.2万股 | -571股-0.26% | 减仓 |
 苹果AAPL |
| 3.4% | 3.21% | $421.6万 | 1.5万股 | $368.9万 | 1.5万股 | +33股+0.23% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.02% | 2.82% | $375.6万 | 5.3万股 | $323.8万 | 5.1万股 | +2,181股+4.32% | 加仓 |
| V先锋领航指数基金VOO |
| 2.66% | 2.49% | $330.7万 | 4,815股 | $285.9万 | 4,785股 | +30股+0.63% | 加仓 |
| SSPDR道富系列信托SPYG |
| 2.24% | 1.68% | $278.5万 | 2.3万股 | $192.9万 | 2.0万股 | +3,711股+18.84% | 加仓 |
 特斯拉TSLA |
| 2.02% | 2.06% | $251.1万 | 5,970股 | $236.4万 | 6,360股 | -390股-6.13% | 减仓 |
| F富兰克林·MUNICIPAL HIGH YIELD ETFFTMH |
| 1.95% | 1.87% | $241.6万 | 20.3万股 | $215.3万 | 18.7万股 | +1.7万股+8.88% | 加仓 |
 亚马逊AMZN |
| 1.79% | 1.65% | $222.0万 | 9,314股 | $189.1万 | 9,079股 | +235股+2.59% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.44% | 1.34% | $178.4万 | 3.0万股 | $153.8万 | 2.8万股 | +1,424股+5.00% | 加仓 |
 微软MSFT |
| 1.32% | 1.48% | $163.7万 | 4,390股 | $169.7万 | 4,586股 | -196股-4.27% | 减仓 |
| BBITWISE BITCOIN ETF TRBITB |
| 1.07% | 1.44% | $132.9万 | 4.2万股 | $165.1万 | 4.5万股 | -3,139股-7.00% | 减仓 |
| IiShares安硕·ETHEREUM TRETHA |
| 1% | 1.46% | $124.5万 | 10.5万股 | $168.0万 | 10.6万股 | -1,444股-1.36% | 减仓 |
| SSPDR道富指数基金QWLD |
| 0.94% | 0.89% | $116.8万 | 7,688股 | $102.1万 | 7,133股 | +555股+7.78% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.74% | 0.74% | $92.0万 | 2,247股 | $84.9万 | 2,382股 | -135股-5.67% | 减仓 |
 摩根大通JPM |
| 0.68% | 0.66% | $84.9万 | 2,595股 | $76.2万 | 2,591股 | +4股+0.15% | 加仓 |
 谷歌AGOOGL |
| 0.64% | 0.53% | $79.2万 | 2,217股 | $60.5万 | 2,105股 | +112股+5.32% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.62% | 0.61% | $77.4万 | 1.0万股 | $69.7万 | 1.0万股 | -11股-0.11% | 减仓 |
 博通AVGO |
| 0.61% | 0.53% | $75.5万 | 2,000股 | $60.6万 | 1,960股 | +40股+2.04% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.6% | 0.48% | $73.9万 | 3,367股 | $55.3万 | 2,881股 | +486股+16.87% | 加仓 |
 Arista网络ANET |
| 0.55% | 0.43% | $68.8万 | 4,047股 | $49.6万 | 4,036股 | +11股+0.27% | 加仓 |
| WWD 40WDFC |
| 0.55% | 0.5% | $68.2万 | 2,800股 | $57.1万 | 2,800股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.51% | 0.69% | $63.5万 | 4,643股 | $78.8万 | 4,642股 | +1股+0.02% | 加仓 |
| MMORGAN STANLEY BITCOIN TRUST ETPMSBT |
| 0.5% | — | $62.6万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| V先锋领航国际股票指数基金VEU |
| 0.49% | 0.47% | $60.5万 | 7,220股 | $54.2万 | 7,220股 | 00.00% | 持仓不变 |
| WWisdomTree信托DOL |
| 0.48% | 0.47% | $59.5万 | 8,001股 | $54.4万 | 8,001股 | 00.00% | 持仓不变 |
| RRIVERNORTH CAP AND INCM FD INC COMXRSFX |
| 0.46% | 8.53% | $56.5万 | 3.9万股 | $979.6万 | 67.3万股 | -63.5万股-94.26% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.39% | 0.25% | $48.8万 | 654股 | $28.9万 | 445股 | +209股+46.97% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.39% | 0.32% | $48.5万 | 1,374股 | $36.4万 | 1,270股 | +104股+8.19% | 加仓 |
| AAMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETFTAXF |
| 0.39% | 0.44% | $48.3万 | 9,506股 | $50.4万 | 1.0万股 | -570股-5.66% | 减仓 |
 万事达MA |
| 0.33% | 0.32% | $41.5万 | 807股 | $36.9万 | 738股 | +69股+9.35% | 加仓 |
| SSpaceXSPCX |
| 0.33% | — | $40.8万 | 2,390股 | $0 | 0股 | +2,390股 | 新买入 |
 礼来LLY |
| 0.32% | 0.23% | $39.7万 | 331股 | $26.7万 | 290股 | +41股+14.14% | 加仓 |
 派克汉尼汾PH |
| 0.31% | 0.27% | $39.0万 | 399股 | $30.8万 | 344股 | +55股+15.99% | 加仓 |
 沃尔玛WMT |
| 0.27% | 0.32% | $33.6万 | 2,963股 | $36.6万 | 2,948股 | +15股+0.51% | 加仓 |
| I景顺QQQ信托VOO |
| 0.26% | — | $32.8万 | 445股 | $0 | 0股 | +445股 | 新买入 |
 Meta平台META |
| 0.26% | 0.27% | $32.0万 | 568股 | $31.5万 | 551股 | +17股+3.09% | 加仓 |
 英伟达NVDA |
| 0.25% | 0.22% | $31.6万 | 1,581股 | $25.1万 | 1,438股 | +143股+9.94% | 加仓 |
| WWEAVE COMMUNICATIONS INC COMWEAV |
| 0.25% | 0.21% | $31.1万 | 5.2万股 | $24.0万 | 5.2万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.24% | 0.2% | $30.4万 | 1,207股 | $22.8万 | 1,049股 | +158股+15.06% | 加仓 |
 德州仪器TXN |
| 0.23% | — | $29.2万 | 979股 | $0 | 0股 | +979股 | 新买入 |
| V先锋领航指数基金VUG |
| 0.23% | 0.21% | $28.1万 | 3,258股 | $23.7万 | 543股 | +2,715股+500.00% | 加仓 |
| S道富SPAB |
| 0.22% | 0.22% | $27.1万 | 1.1万股 | $25.5万 | 9,944股 | +661股+6.65% | 加仓 |
 NETFLIXNFLX |
| 0.22% | 0.31% | $26.8万 | 3,756股 | $35.4万 | 3,678股 | +78股+2.12% | 加仓 |
 AMD超威AMD |
| 0.21% | — | $26.7万 | 459股 | $0 | 0股 | +459股 | 新买入 |
 卡特彼勒CAT |
| 0.2% | — | $25.0万 | 235股 | $0 | 0股 | +235股 | 新买入 |
| IIBMIBM |
| 0.2% | 0.18% | $24.8万 | 882股 | $21.0万 | 866股 | +16股+1.85% | 加仓 |
