| V先锋领航指数基金VOO |
| 13.85% | 13.07% | $1,930.6万 | 2.8万股 | $1,611.0万 | 2.7万股 | +1,150股+4.27% | 加仓 |
| I景顺QQQ信托VOO |
| 9.95% | 10.12% | $1,386.4万 | 1.9万股 | $1,247.7万 | 2.2万股 | -2,790股-12.91% | 减仓 |
| S嘉信策略信托SCHR |
| 7.31% | 8.29% | $1,018.7万 | 41.3万股 | $1,022.3万 | 41.0万股 | +2,689股+0.66% | 加仓 |
| IiShares安硕信托ITOT |
| 6.69% | 7.27% | $931.9万 | 5.7万股 | $896.0万 | 6.3万股 | -6,176股-9.82% | 减仓 |
| IiShares安硕信托DGRO |
| 4.16% | 4.5% | $579.5万 | 7.6万股 | $554.0万 | 7.9万股 | -2,482股-3.14% | 减仓 |
| S嘉信策略信托SCHD |
| 4.05% | 4.68% | $564.8万 | 17.8万股 | $576.7万 | 18.8万股 | -9,831股-5.23% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 3.68% | 3.83% | $513.5万 | 11.3万股 | $472.1万 | 10.3万股 | +9,389股+9.07% | 加仓 |
| IiShares安硕信托ICSH |
| 3.64% | 3.45% | $507.4万 | 10.0万股 | $425.4万 | 8.4万股 | +1.6万股+19.28% | 加仓 |
| IiShares安硕·COREIJH |
| 3.35% | 3.43% | $466.7万 | 6.1万股 | $422.3万 | 6.3万股 | -2,013股-3.22% | 减仓 |
| B贝莱德ETF信托CORO |
| 3.11% | 0.3% | $433.1万 | 11.8万股 | $36.6万 | 1.1万股 | +10.7万股+939.49% | 加仓 |
| IiShares安硕信托AGG |
| 2.94% | 3.75% | $410.3万 | 4.1万股 | $462.1万 | 4.7万股 | -5,095股-10.95% | 减仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 2.69% | — | $374.3万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
 摩根大通JPM |
| 2.21% | 2.24% | $307.8万 | 9,403股 | $276.5万 | 9,399股 | +4股+0.04% | 加仓 |
 英伟达NVDA |
| 1.73% | 1.75% | $240.8万 | 1.2万股 | $215.2万 | 1.2万股 | -305股-2.47% | 减仓 |
 苹果AAPL |
| 1.72% | 1.74% | $240.1万 | 8,299股 | $215.1万 | 8,474股 | -175股-2.07% | 减仓 |
| IiShares安硕信托GJS |
| 1.62% | 1.94% | $226.1万 | 9.9万股 | $239.1万 | 10.4万股 | -5,120股-4.91% | 减仓 |
| IiShares安硕信托SHV |
| 1.28% | 3.46% | $178.3万 | 1.6万股 | $426.1万 | 3.9万股 | -2.2万股-58.15% | 减仓 |
 特斯拉TSLA |
| 1.28% | 1.27% | $177.8万 | 4,227股 | $156.9万 | 4,220股 | +7股+0.17% | 加仓 |
 HalozymeHALO |
| 1.21% | 1.13% | $168.3万 | 2.2万股 | $139.0万 | 2.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·7-10YRIEF |
| 1.08% | 0.95% | $149.9万 | 1.6万股 | $116.8万 | 1.2万股 | +3,612股+29.52% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.95% | 0.8% | $132.1万 | 2.5万股 | $98.2万 | 1.9万股 | +6,328股+33.48% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.85% | 1.01% | $118.9万 | 1.4万股 | $124.0万 | 1.5万股 | -540股-3.60% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.81% | 0.48% | $113.4万 | 9,534股 | $59.7万 | 6,100股 | +3,434股+56.30% | 加仓 |
| S道富SPYV |
| 0.81% | 0.52% | $113.0万 | 1.9万股 | $64.2万 | 1.1万股 | +7,241股+63.80% | 加仓 |
 亚马逊AMZN |
| 0.76% | 0.75% | $105.6万 | 4,432股 | $92.7万 | 4,451股 | -19股-0.43% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.73% | 0.82% | $102.0万 | 1,366股 | $101.5万 | 1,561股 | -195股-12.49% | 减仓 |
| B贝莱德ETF信托DYNF |
| 0.71% | 0.44% | $98.8万 | 1.5万股 | $54.0万 | 9,278股 | +5,246股+56.54% | 加仓 |
 谷歌AGOOGL |
| 0.68% | 0.6% | $95.3万 | 2,666股 | $74.4万 | 2,589股 | +77股+2.97% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 0.68% | 0.76% | $94.4万 | 8,061股 | $93.7万 | 8,061股 | 00.00% | 持仓不变 |
| B贝莱德ETF信托IALT |
| 0.67% | 0.22% | $93.1万 | 3.3万股 | $27.1万 | 9,926股 | +2.3万股+234.49% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.64% | 0.61% | $88.6万 | 6,703股 | $75.1万 | 6,693股 | +10股+0.15% | 加仓 |
 微软MSFT |
| 0.64% | 0.73% | $88.6万 | 2,375股 | $89.8万 | 2,426股 | -51股-2.10% | 减仓 |
| G通用动力VTI |
| 0.61% | 0.61% | $85.2万 | 2,302股 | $75.0万 | 2,338股 | -36股-1.54% | 减仓 |
| IISHARES INVESTMENT GRADESYSTEMATIC BOND ETFIGEB |
| 0.61% | 0.69% | $85.2万 | 1.9万股 | $84.5万 | 1.9万股 | +133股+0.71% | 加仓 |
| F富达Covington信托FENI |
| 0.57% | 0.37% | $79.3万 | 2.0万股 | $45.7万 | 1.2万股 | +7,480股+60.92% | 加仓 |
| IiShares安硕信托DSI |
| 0.56% | 0.53% | $77.5万 | 5,445股 | $65.9万 | 5,435股 | +10股+0.18% | 加仓 |
| IiShares安硕信托GVI |
| 0.52% | 0.56% | $72.7万 | 6,755股 | $68.7万 | 6,468股 | +287股+4.44% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.49% | 0.3% | $68.7万 | 4,251股 | $36.4万 | 3,250股 | +1,001股+30.80% | 加仓 |
| F第一信托交易所交易基金IIIFMB |
| 0.49% | 0.33% | $68.0万 | 1.3万股 | $40.7万 | 8,041股 | +5,200股+64.67% | 加仓 |
| IiShares安硕信托GVI |
| 0.49% | 0.5% | $68.0万 | 6,386股 | $61.7万 | 5,795股 | +591股+10.20% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.48% | 0.29% | $67.4万 | 1.3万股 | $35.3万 | 1.1万股 | +2,079股+19.41% | 加仓 |
 宝洁PG |
| 0.44% | 0.49% | $61.3万 | 4,179股 | $60.3万 | 4,176股 | +3股+0.07% | 加仓 |
| IiShares安硕信托IUSB |
| 0.41% | 0.46% | $56.9万 | 1.2万股 | $56.9万 | 1.2万股 | +1股+0.01% | 加仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.39% | 0.45% | $55.0万 | 1.1万股 | $55.3万 | 9,361股 | +1,415股+15.12% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.38% | 1.98% | $53.2万 | 2,427股 | $244.4万 | 1.3万股 | -1.0万股-80.95% | 减仓 |
| B贝莱德ETF信托THRO |
| 0.35% | 0.21% | $48.7万 | 1.1万股 | $26.1万 | 7,205股 | +4,095股+56.84% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.35% | 0.38% | $48.4万 | 5,012股 | $46.3万 | 5,750股 | -738股-12.83% | 减仓 |
| BBlackrock Etf Trust Ishares Defense Industrials ActiveIDEF |
| 0.33% | 0.22% | $46.7万 | 1.5万股 | $26.5万 | 8,104股 | +6,590股+81.32% | 加仓 |
 美光科技MU |
| 0.32% | — | $45.1万 | 390股 | $0 | 0股 | +390股 | 新买入 |
| S道富MDYG |
| 0.3% | 0.29% | $41.2万 | 3,672股 | $35.2万 | 3,672股 | 00.00% | 持仓不变 |
