| SSCHWAB 1000 INDEX ETFSCHK |
| 12.73% | 12.11% | $4,719.9万 | 130.9万股 | $3,843.0万 | 119.6万股 | +11.2万股+9.40% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 7.4% | 7.81% | $2,744.5万 | 60.3万股 | $2,478.7万 | 53.6万股 | +6.7万股+12.55% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 6.93% | 7.67% | $2,571.3万 | 65.1万股 | $2,431.9万 | 59.9万股 | +5.2万股+8.68% | 加仓 |
| G通用动力VTI |
| 6.81% | 7.48% | $2,523.8万 | 6.8万股 | $2,371.8万 | 7.2万股 | -4,070股-5.63% | 减仓 |
| IiShares安硕信托IXUS |
| 4.46% | 4.61% | $1,652.3万 | 17.3万股 | $1,461.1万 | 17.7万股 | -3,803股-2.15% | 减仓 |
| CCAPITAL INTERNATIONAL EQUITY ETFCGIE |
| 3.69% | 2.42% | $1,368.1万 | 37.2万股 | $768.1万 | 22.8万股 | +14.4万股+63.29% | 加仓 |
| WWisdomTree信托DGRW |
| 2.89% | 3.29% | $1,071.4万 | 11.2万股 | $1,044.5万 | 11.7万股 | -5,366股-4.57% | 减仓 |
| IiShares安硕信托IVV |
| 2.64% | 3.14% | $979.2万 | 1.3万股 | $997.0万 | 1.5万股 | -1,821股-12.23% | 减仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 1.98% | 1.97% | $735.4万 | 11.4万股 | $626.1万 | 11.0万股 | +3,994股+3.64% | 加仓 |
| IiShares安硕·AAA CLO ACTIVE ETFCLOA |
| 1.76% | 1.45% | $651.5万 | 12.6万股 | $459.0万 | 8.8万股 | +3.7万股+42.09% | 加仓 |
| VVANECK IG FLOATING RATE ETFEMLC |
| 1.68% | 2% | $623.6万 | 24.4万股 | $634.4万 | 24.8万股 | -4,604股-1.86% | 减仓 |
 苹果AAPL |
| 1.3% | 1.2% | $482.8万 | 1.7万股 | $380.3万 | 1.5万股 | +1,749股+11.71% | 加仓 |
 英伟达NVDA |
| 1.15% | 0.97% | $427.4万 | 2.1万股 | $306.9万 | 1.6万股 | +4,914股+29.88% | 加仓 |
| IiShares安硕·COREIJH |
| 1.08% | 1.54% | $399.9万 | 5.2万股 | $488.4万 | 7.5万股 | -2.3万股-30.69% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.98% | 1.08% | $364.5万 | 1.5万股 | $343.4万 | 1.6万股 | -508股-3.19% | 减仓 |
| V先锋领航全球基金VDC |
| 0.95% | 1.32% | $352.7万 | 1.6万股 | $418.4万 | 2.0万股 | -3,935股-20.10% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.91% | 1.1% | $336.3万 | 6,721股 | $348.8万 | 6,937股 | -216股-3.11% | 减仓 |
| V先锋领航指数基金VB |
| 0.89% | 0.98% | $331.4万 | 1.1万股 | $312.3万 | 1.2万股 | -1,349股-10.98% | 减仓 |
| IiShares安硕信托SHYG |
| 0.87% | 1.09% | $323.2万 | 7.6万股 | $345.3万 | 8.0万股 | -3,534股-4.43% | 减仓 |
| V先锋领航·MIDVO |
| 0.8% | 0.87% | $295.8万 | 3.7万股 | $276.2万 | 9,404股 | +2.7万股+290.46% | 加仓 |
 谷歌AGOOGL |
| 0.79% | 0.5% | $292.4万 | 8,182股 | $157.4万 | 6,474股 | +1,708股+26.38% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.73% | 0.76% | $268.9万 | 1.5万股 | $241.1万 | 1.5万股 | +1股+0.01% | 加仓 |
| S嘉信策略信托SCHC |
| 0.72% | 0.79% | $268.0万 | 5.1万股 | $251.1万 | 5.8万股 | -7,665股-13.11% | 减仓 |
 亚马逊AMZN |
| 0.71% | 0.3% | $262.2万 | 1.1万股 | $93.7万 | 4,266股 | +6,734股+157.85% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.69% | 0.74% | $256.4万 | 1.2万股 | $235.7万 | 1.2万股 | -372股-2.99% | 减仓 |
 微软MSFT |
| 0.69% | 0.76% | $254.2万 | 6,814股 | $241.8万 | 4,667股 | +2,147股+46.00% | 加仓 |
| IiShares安硕信托USMV |
| 0.67% | 0.84% | $249.3万 | 2.6万股 | $265.4万 | 2.8万股 | -2,058股-7.38% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.67% | 0.54% | $247.9万 | 2.9万股 | $170.5万 | 2.3万股 | +5,787股+24.94% | 加仓 |
 BLACKSTONE SECD LENDINGBXSL |
| 0.64% | <0.01% | $238.3万 | 10.0万股 | $1.2万 | 467股 | +10.0万股+21,417.34% | 加仓 |
| J骏利Detroit策略信托JSMD |
| 0.62% | 0.6% | $229.7万 | 2.3万股 | $188.8万 | 2.3万股 | +109股+0.48% | 加仓 |
| AAPPLIED DIGITALAPLD |
| 0.58% | 0.54% | $216.0万 | 5.8万股 | $171.8万 | 7.5万股 | -1.7万股-22.70% | 减仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 0.56% | 0.04% | $208.9万 | 5.0万股 | $12.8万 | 3,441股 | +4.6万股+1,348.79% | 加仓 |
| V先锋领航指数基金VTV |
| 0.53% | 0.49% | $197.0万 | 9,040股 | $155.3万 | 8,326股 | +714股+8.58% | 加仓 |
| IiShares安硕·COREIJR |
| 0.52% | 0.65% | $192.3万 | 1.3万股 | $205.0万 | 1.7万股 | -4,285股-24.84% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.51% | 0.61% | $190.5万 | 2,549股 | $192.5万 | 2,889股 | -340股-11.77% | 减仓 |
| IiShares安硕信托ICSH |
| 0.47% | 0.93% | $176.0万 | 3.5万股 | $296.0万 | 5.8万股 | -2.4万股-40.34% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 0.45% | 0.5% | $168.1万 | 4.4万股 | $158.3万 | 5.1万股 | -6,622股-13.04% | 减仓 |
 GOLDMAN SACHS BDC INC SHSGSBD |
| 0.44% | 0.26% | $162.1万 | 17.1万股 | $81.0万 | 8.0万股 | +9.1万股+114.72% | 加仓 |
| AAMEREN COMDHS |
| 0.43% | 0.44% | $160.4万 | 1.4万股 | $139.5万 | 1.4万股 | +261股+1.89% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.43% | 0.37% | $158.9万 | 8,337股 | $117.4万 | 4,163股 | +4,174股+100.26% | 加仓 |
 Meta平台META |
| 0.42% | 0.22% | $156.1万 | 2,770股 | $71.2万 | 968股 | +1,802股+186.16% | 加仓 |
 康宁GLW |
| 0.41% | — | $152.3万 | 5,961股 | $0 | 0股 | +5,961股 | 新买入 |
 MORGAN STANLEY DIRECT LENDING COM SHSMSDL |
| 0.39% | 0.01% | $145.6万 | 9.6万股 | $2.3万 | 1,445股 | +9.5万股+6,564.08% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 0.37% | 0.58% | $137.6万 | 1.3万股 | $183.0万 | 2.0万股 | -7,456股-36.87% | 减仓 |
 BLACKROCK CORE BD TR SHS BEN INTBHK |
| 0.36% | 0.5% | $133.6万 | 14.6万股 | $160.1万 | 16.1万股 | -1.5万股-9.53% | 减仓 |
 VertivVRT |
| 0.35% | 0.04% | $129.0万 | 3,852股 | $11.7万 | 778股 | +3,074股+395.12% | 加仓 |
 应用材料AMAT |
| 0.32% | 0.1% | $119.8万 | 1,656股 | $33.0万 | 1,610股 | +46股+2.86% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.32% | 0.32% | $118.7万 | 1.4万股 | $101.2万 | 1.4万股 | +3股+0.02% | 加仓 |
 思科CSCO |
| 0.31% | 0.06% | $113.3万 | 9,641股 | $17.5万 | 2,552股 | +7,089股+277.78% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.29% | 0.41% | $109.3万 | 2,093股 | $128.5万 | 2,771股 | -678股-24.47% | 减仓 |
