| G通用动力VTI |
| 19.86% | 18.91% | $2,798.2万 | 7.6万股 | $2,328.2万 | 7.3万股 | +3,046股+4.20% | 加仓 |
| S嘉信策略信托SCHC |
| 13.45% | 15.26% | $1,895.8万 | 35.9万股 | $1,878.6万 | 38.4万股 | -2.5万股-6.41% | 减仓 |
| SSPDR道富系列信托BIL |
| 9.96% | 18.13% | $1,403.6万 | 15.3万股 | $2,231.9万 | 24.4万股 | -9.0万股-37.11% | 减仓 |
| IiShares安硕信托MTUM |
| 6.28% | 4.89% | $885.2万 | 2.6万股 | $602.4万 | 2.5万股 | +722股+2.88% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 4.33% | 3.56% | $610.3万 | 15.0万股 | $438.3万 | 12.2万股 | +2.9万股+23.41% | 加仓 |
| IiShares安硕信托USMV |
| 4.01% | 5.02% | $565.1万 | 5.9万股 | $618.3万 | 6.7万股 | -8,087股-12.13% | 减仓 |
| CCAMBRIA EMERGING SHAREHOLDER YIELD ETFEYLD |
| 3.93% | 4.73% | $553.9万 | 12.2万股 | $581.9万 | 14.1万股 | -1.9万股-13.20% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.57% | 4.13% | $502.7万 | 1.0万股 | $508.5万 | 1.1万股 | -566股-5.33% | 减仓 |
| J骏利亨德森JAAA |
| 3.19% | — | $449.6万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
| F第一信托交易所交易基金SDVY |
| 3.09% | 3.08% | $435.8万 | 10.1万股 | $378.8万 | 9.6万股 | +4,938股+5.14% | 加仓 |
 VANECK REAL ASSETS ETFRAAX |
| 2.6% | — | $366.7万 | 9.2万股 | $0 | 0股 | +9.2万股 | 新买入 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.31% | 2.5% | $326.0万 | 4.7万股 | $308.3万 | 4.9万股 | -2,741股-5.55% | 减仓 |
| WWisdomTree信托DGRW |
| 1.83% | 1.98% | $257.5万 | 2.7万股 | $244.3万 | 2.8万股 | -878股-3.16% | 减仓 |
| IiShares安硕信托GJS |
| 1.82% | — | $256.6万 | 11.3万股 | $0 | 0股 | +11.3万股 | 新买入 |
| MMORGAN STANLEY ETF TRUSTCVLC |
| 1.75% | 4.47% | $247.0万 | 2.6万股 | $549.8万 | 6.9万股 | -4.3万股-61.92% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 1.67% | 0.64% | $234.9万 | 4.6万股 | $78.7万 | 1.5万股 | +3.1万股+198.39% | 加仓 |
| F第一信托·EXCHANGE-TRADED FD WCM INTL EQUITYWCMI |
| 1.64% | 0.2% | $231.3万 | 11.8万股 | $24.5万 | 1.5万股 | +10.4万股+709.37% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.59% | 1.75% | $224.7万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.44% | 0.19% | $202.5万 | 2.0万股 | $23.6万 | 3,000股 | +1.7万股+559.70% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.19% | — | $167.6万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.93% | 0.33% | $130.4万 | 1.3万股 | $40.5万 | 4,000股 | +8,872股+221.80% | 加仓 |
 微软MSFT |
| 0.62% | 0.71% | $87.8万 | 2,355股 | $87.2万 | 2,355股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.62% | 0.64% | $87.6万 | 2,677股 | $78.7万 | 2,677股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.6% | 0.85% | $84.7万 | 6,198股 | $105.2万 | 6,198股 | 00.00% | 持仓不变 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 0.57% | 0.8% | $80.0万 | 2.0万股 | $98.3万 | 2.1万股 | -1,054股-5.01% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.49% | 0.53% | $69.2万 | 4,380股 | $65.4万 | 4,416股 | -36股-0.82% | 减仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.43% | 0.44% | $60.0万 | 1.2万股 | $53.9万 | 9,136股 | +2,624股+28.72% | 加仓 |
| IISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETFCALI |
| 0.41% | 0.52% | $58.2万 | 1.2万股 | $64.1万 | 1.3万股 | -1,189股-9.36% | 减仓 |
 礼来LLY |
| 0.41% | 0.36% | $58.1万 | 484股 | $44.5万 | 484股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 0.39% | 0.2% | $55.0万 | 2.0万股 | $24.8万 | 1.0万股 | +9,870股+98.70% | 加仓 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 0.38% | 0.43% | $53.1万 | 6,548股 | $53.0万 | 6,548股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.37% | 0.29% | $52.6万 | 4,478股 | $35.1万 | 4,528股 | -50股-1.10% | 减仓 |
 苹果AAPL |
| 0.37% | 0.37% | $52.1万 | 1,799股 | $45.7万 | 1,799股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.34% | 0.37% | $48.1万 | 4,628股 | $45.0万 | 4,628股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.34% | 0.34% | $47.9万 | 1,308股 | $41.6万 | 1,308股 | 00.00% | 持仓不变 |
| IInnovator ETF信托UMAR |
| 0.31% | 0.36% | $43.9万 | 1.0万股 | $44.4万 | 1.1万股 | -766股-6.86% | 减仓 |
| LListed Funds Trust Horizon Kinetics Inflation Beneficiaries EtfINFL |
| 0.31% | — | $43.1万 | 8,650股 | $0 | 0股 | +8,650股 | 新买入 |
 LumentumLITE |
| 0.3% | 0.29% | $42.9万 | 500股 | $35.2万 | 501股 | -1股-0.20% | 减仓 |
| IIBMIBM |
| 0.3% | 0.29% | $41.6万 | 1,479股 | $36.2万 | 1,495股 | -16股-1.07% | 减仓 |
 雪佛龙CVX |
| 0.29% | 0.41% | $40.3万 | 2,432股 | $50.3万 | 2,432股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.27% | 0.29% | $37.5万 | 1,575股 | $35.4万 | 1,700股 | -125股-7.35% | 减仓 |
 辉瑞PFE |
| 0.24% | 0.33% | $34.2万 | 1.4万股 | $40.5万 | 1.4万股 | -216股-1.50% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.23% | 0.22% | $32.3万 | 5,556股 | $26.9万 | 4,596股 | +960股+20.89% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.23% | 0.24% | $32.1万 | 456股 | $29.8万 | 483股 | -27股-5.59% | 减仓 |
 南方电力SO |
| 0.21% | 0.24% | $29.5万 | 3,079股 | $29.7万 | 3,079股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.19% | 0.21% | $26.3万 | 1,796股 | $25.9万 | 1,796股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.17% | 0.17% | $24.1万 | 323股 | $21.0万 | 323股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.17% | — | $23.8万 | 800股 | $0 | 0股 | +800股 | 新买入 |
