| IiShares安硕信托SGOV |
| 23% | 24% | $5,313.1万 | 52.8万股 | $4,702.6万 | 46.7万股 | +6.1万股+12.97% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 6.86% | 9.5% | $1,585.0万 | 31.3万股 | $1,861.0万 | 36.8万股 | -5.4万股-14.76% | 减仓 |
| SSPDR标普500 ETFSPY |
| 6.66% | 8.81% | $1,539.5万 | 2.1万股 | $1,726.6万 | 2.7万股 | -5,944股-22.39% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 6.16% | 6.96% | $1,422.8万 | 19股 | $1,364.5万 | 19股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 3.14% | 2.91% | $725.2万 | 2.5万股 | $570.6万 | 2.2万股 | +2,579股+11.47% | 加仓 |
 英伟达NVDA |
| 3.1% | 2.51% | $715.8万 | 3.6万股 | $491.8万 | 2.8万股 | +7,573股+26.86% | 加仓 |
| AAB ACTIVE ETFSBUFC |
| 2.99% | 3.37% | $691.3万 | 16.2万股 | $660.7万 | 16.3万股 | -168股-0.10% | 减仓 |
| G通用动力VTI |
| 2.89% | 2.97% | $667.4万 | 1.8万股 | $582.1万 | 1.8万股 | -109股-0.60% | 减仓 |
 亚马逊AMZN |
| 2.2% | 1.72% | $509.4万 | 2.1万股 | $337.1万 | 1.6万股 | +5,187股+32.05% | 加仓 |
 谷歌AGOOGL |
| 2.19% | 1.52% | $506.5万 | 1.4万股 | $297.5万 | 1.0万股 | +3,828股+37.01% | 加仓 |
 微软MSFT |
| 2.13% | 1.93% | $492.7万 | 1.3万股 | $377.3万 | 1.0万股 | +3,016股+29.59% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.75% | 2.25% | $403.2万 | 4.4万股 | $441.1万 | 4.8万股 | -4,130股-8.58% | 减仓 |
| AAB ACTIVE ETFSTAFI |
| 1.46% | 0.43% | $336.6万 | 13.3万股 | $85.1万 | 3.4万股 | +10.0万股+294.93% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.39% | 1.2% | $321.1万 | 3.8万股 | $235.0万 | 3.1万股 | +7,055股+22.55% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.16% | 1.23% | $267.8万 | 3.8万股 | $240.9万 | 3.8万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 1.1% | 1.26% | $255.3万 | 8.1万股 | $247.0万 | 8.1万股 | 00.00% | 持仓不变 |
| SSpaceXSPCX |
| 1.02% | — | $235.6万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 博通AVGO |
| 1% | 0.82% | $230.2万 | 6,093股 | $160.6万 | 5,188股 | +905股+17.44% | 加仓 |
 特斯拉TSLA |
| 0.98% | 1.05% | $225.8万 | 5,369股 | $206.6万 | 5,558股 | -189股-3.40% | 减仓 |
 Meta平台META |
| 0.86% | 1% | $199.1万 | 3,534股 | $196.6万 | 3,436股 | +98股+2.85% | 加仓 |
 BLACKSTONE SECD LENDINGBXSL |
| 0.82% | 0.95% | $189.6万 | 8.0万股 | $185.3万 | 7.8万股 | +1,775股+2.27% | 加仓 |
| IiShares安硕信托SHV |
| 0.81% | 0.95% | $188.2万 | 1.7万股 | $186.6万 | 1.7万股 | +151股+0.89% | 加仓 |
| V先锋领航指数基金VOO |
| 0.8% | 1.06% | $185.2万 | 2,697股 | $207.3万 | 3,469股 | -772股-22.25% | 减仓 |
| IiShares安硕信托DGRO |
| 0.77% | 0.85% | $179.0万 | 2.4万股 | $165.7万 | 2.4万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.68% | 0.16% | $157.0万 | 1,360股 | $31.6万 | 936股 | +424股+45.30% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.63% | 0.64% | $145.1万 | 4.3万股 | $124.9万 | 4.3万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.62% | 0.43% | $142.7万 | 4,038股 | $84.8万 | 2,955股 | +1,083股+36.65% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.56% | 0.7% | $129.0万 | 2,578股 | $137.5万 | 2,870股 | -292股-10.17% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.51% | 0.69% | $118.7万 | 2.2万股 | $135.9万 | 2.2万股 | +158股+0.71% | 加仓 |
| AAB EMERGING MARKETS OPPORTUNITIES ETFEMOP |
| 0.49% | 0.27% | $112.5万 | 2.2万股 | $52.1万 | 1.2万股 | +9,636股+81.00% | 加仓 |
 VisaV |
| 0.47% | 0.42% | $108.7万 | 3,169股 | $82.8万 | 2,738股 | +431股+15.74% | 加仓 |
 AMD超威AMD |
| 0.46% | — | $106.2万 | 1,828股 | $0 | 0股 | +1,828股 | 新买入 |
 摩根大通JPM |
| 0.45% | 0.42% | $104.6万 | 3,195股 | $83.0万 | 2,823股 | +372股+13.18% | 加仓 |
 礼来LLY |
| 0.44% | 0.33% | $101.2万 | 844股 | $64.0万 | 696股 | +148股+21.26% | 加仓 |
| AAB ULTRA SHORT INCOME ETFYEAR |
| 0.43% | 1.99% | $99.1万 | 2.0万股 | $390.1万 | 7.7万股 | -5.8万股-74.53% | 减仓 |
| SSIMPLIFY MBS ETFMTBA |
| 0.41% | 0.48% | $94.1万 | 1.9万股 | $94.8万 | 1.9万股 | +6股+0.03% | 加仓 |
| J摩根大通·BETABUILDERSBBJP |
| 0.39% | 0.42% | $89.5万 | 1.2万股 | $81.9万 | 1.2万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 0.37% | 0.25% | $85.9万 | 432股 | $48.7万 | 369股 | +63股+17.07% | 加仓 |
 联合健康UNH |
| 0.37% | 0.22% | $85.7万 | 2,061股 | $43.4万 | 1,605股 | +456股+28.41% | 加仓 |
 应用材料AMAT |
| 0.37% | 0.16% | $85.2万 | 1,178股 | $32.1万 | 939股 | +239股+25.45% | 加仓 |
 埃克森美孚XOM |
| 0.35% | 0.38% | $82.0万 | 5,996股 | $74.0万 | 4,362股 | +1,634股+37.46% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.35% | 0.38% | $81.8万 | 1.5万股 | $75.3万 | 1.5万股 | 00.00% | 持仓不变 |
 KAYNE ANDERSON BDCKBDC |
| 0.35% | 0.41% | $79.9万 | 5.9万股 | $81.1万 | 5.9万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.33% | 0.24% | $75.8万 | 1,030股 | $47.9万 | 830股 | +200股+24.10% | 加仓 |
 英特尔INTC |
| 0.33% | — | $75.2万 | 5,388股 | $0 | 0股 | +5,388股 | 新买入 |
 科磊KLAC |
| 0.32% | 0.18% | $73.7万 | 2,443股 | $35.0万 | 238股 | +2,205股+926.47% | 加仓 |
| V先锋领航全球基金VGT |
| 0.31% | 0.27% | $72.3万 | 6,048股 | $52.7万 | 756股 | +5,292股+700.00% | 加仓 |
 台积电TSM |
| 0.31% | 0.25% | $72.3万 | 1,513股 | $49.9万 | 1,478股 | +35股+2.37% | 加仓 |
| BBANK OF AMERBAC |
| 0.31% | 0.22% | $71.4万 | 1.3万股 | $42.6万 | 8,732股 | +3,804股+43.56% | 加仓 |
| SSABLE OFFSHORE CORP CLASS ASOC |
| 0.27% | 0.84% | $61.7万 | 20.0万股 | $165.2万 | 10.0万股 | +10.0万股+100.35% | 加仓 |
