| V先锋领航指数基金VOO |
| 9.41% | 7.29% | $5,343.8万 | 7.8万股 | $3,248.5万 | 5.4万股 | +2.3万股+43.12% | 加仓 |
| B贝莱德ETF信托DYNF |
| 6.7% | 4.25% | $3,801.9万 | 55.9万股 | $1,894.5万 | 32.6万股 | +23.3万股+71.67% | 加仓 |
| B贝莱德·ETF TRUST IIBRTR |
| 5.8% | 7.14% | $3,291.4万 | 65.4万股 | $3,177.6万 | 63.3万股 | +2.1万股+3.30% | 加仓 |
 苹果AAPL |
| 5.44% | 6.05% | $3,088.2万 | 10.7万股 | $2,692.3万 | 10.6万股 | +640股+0.60% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 5.21% | — | $2,956.8万 | 58.4万股 | $0 | 0股 | +58.4万股 | 新买入 |
 PUBLIC STORAGE COMPSA |
| 4.27% | 4.62% | $2,424.1万 | 7.6万股 | $2,059.3万 | 7.6万股 | +131股+0.17% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 4.05% | 4.68% | $2,300.8万 | 14.7万股 | $2,084.0万 | 15.1万股 | -4,067股-2.70% | 减仓 |
| IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF |
| 3.46% | 4.01% | $1,966.1万 | 48.0万股 | $1,786.2万 | 45.8万股 | +2.2万股+4.69% | 加仓 |
| B贝莱德ETF信托CORO |
| 2.99% | 1.88% | $1,698.6万 | 46.4万股 | $837.4万 | 26.0万股 | +20.4万股+78.19% | 加仓 |
| V先锋领航指数基金VTV |
| 2.64% | — | $1,498.3万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
| J摩根大通交易所交易基金JQUA |
| 2.59% | 2.61% | $1,471.8万 | 20.4万股 | $1,164.5万 | 19.0万股 | +1.4万股+7.22% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.27% | 2.49% | $1,287.8万 | 1.7万股 | $1,107.0万 | 1.7万股 | +224股+1.32% | 加仓 |
| PPUTNAM ETF TRUSTPVAL |
| 2.23% | 4.1% | $1,266.4万 | 24.9万股 | $1,827.5万 | 39.4万股 | -14.5万股-36.89% | 减仓 |
| IiShares安硕信托IUSV |
| 2.17% | 2.24% | $1,232.4万 | 11.2万股 | $998.5万 | 9.8万股 | +1.4万股+14.57% | 加仓 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 1.95% | 2.19% | $1,108.5万 | 24.2万股 | $975.4万 | 24.7万股 | -4,760股-1.93% | 减仓 |
| IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF |
| 1.91% | 1.87% | $1,085.3万 | 12.2万股 | $831.1万 | 11.0万股 | +1.2万股+10.59% | 加仓 |
| UUNLIMITED HFGM GLOBAL MACRO ETFHFGM |
| 1.76% | 2.17% | $999.5万 | 32.7万股 | $966.3万 | 30.1万股 | +2.6万股+8.58% | 加仓 |
| IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF |
| 1.75% | 1.77% | $993.0万 | 13.6万股 | $786.8万 | 13.0万股 | +5,350股+4.11% | 加仓 |
| NNEW YORK LIFE INVTS ACTIVE EMMCA |
| 1.67% | 2.09% | $949.5万 | 43.6万股 | $928.9万 | 43.1万股 | +4,920股+1.14% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 1.46% | 1.9% | $830.6万 | 20.7万股 | $844.9万 | 24.2万股 | -3.5万股-14.40% | 减仓 |
| HHarbor Etf Trust Commodity All-Weather StrategyHGER |
| 1.29% | 1.61% | $729.7万 | 24.9万股 | $716.7万 | 23.1万股 | +1.8万股+7.61% | 加仓 |
| AAMERICAN CENTY ETF TR US QUALITY GROWQGRO |
| 1.22% | 1.31% | $693.3万 | 5.9万股 | $583.2万 | 5.6万股 | +3,199股+5.76% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.19% | 1.45% | $674.0万 | 9股 | $646.3万 | 9股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 1.16% | 1.2% | $659.4万 | 8.2万股 | $536.5万 | 1.9万股 | +6.3万股+338.08% | 加仓 |
| DDISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFDSTL |
| 1% | 1.12% | $569.4万 | 9.5万股 | $497.1万 | 8.6万股 | +9,166股+10.67% | 加仓 |
 CHUBB LIMITEDCB |
| 0.84% | 1.02% | $476.2万 | 1.4万股 | $455.4万 | 1.4万股 | +2股+0.01% | 加仓 |
 谷歌AGOOGL |
| 0.81% | 1.12% | $461.5万 | 1.3万股 | $496.8万 | 1.7万股 | -4,362股-25.25% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.81% | 1.06% | $460.2万 | 9,196股 | $471.4万 | 9,837股 | -641股-6.52% | 减仓 |
| I景顺QQQ信托VOO |
| 0.79% | 0.8% | $446.8万 | 6,068股 | $354.9万 | 6,150股 | -82股-1.33% | 减仓 |
| IiShares安硕信托ITOT |
| 0.72% | 0.87% | $409.0万 | 2.5万股 | $385.6万 | 2.7万股 | -2,279股-8.36% | 减仓 |
 Meta平台META |
| 0.59% | 1% | $333.9万 | 5,928股 | $445.8万 | 7,792股 | -1,864股-23.92% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.57% | 0.59% | $323.1万 | 9,144股 | $264.1万 | 9,207股 | -63股-0.68% | 减仓 |
 ILLUMINAILMN |
| 0.55% | 0.57% | $311.3万 | 1.8万股 | $252.7万 | 2.1万股 | -2,800股-13.66% | 减仓 |
 摩根大通JPM |
| 0.54% | 0.85% | $308.9万 | 9,436股 | $377.9万 | 1.3万股 | -3,409股-26.54% | 减仓 |
 星巴克SBUX |
| 0.54% | 0.63% | $304.8万 | 3.0万股 | $281.4万 | 3.1万股 | -1,584股-5.04% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.53% | — | $303.5万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| IiShares安硕信托USRT |
| 0.51% | — | $291.5万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
| J摩根大通交易所交易基金JEPI |
| 0.49% | 0.62% | $277.2万 | 4.9万股 | $276.9万 | 4.9万股 | +231股+0.47% | 加仓 |
| IiShares安硕信托EEM |
| 0.47% | 0.5% | $266.6万 | 3.9万股 | $223.4万 | 3.9万股 | -372股-0.95% | 减仓 |
 飞塔FTNT |
| 0.47% | — | $265.5万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| IiShares黄金信托IAU |
| 0.46% | 0.69% | $260.7万 | 3.5万股 | $309.5万 | 3.5万股 | -574股-1.64% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.46% | 0.54% | $259.2万 | 3,685股 | $241.3万 | 3,912股 | -227股-5.80% | 减仓 |
 麦当劳MCD |
| 0.45% | 0.65% | $253.6万 | 9,382股 | $291.6万 | 9,382股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.43% | 0.53% | $245.9万 | 9,680股 | $236.6万 | 9,679股 | +1股+0.01% | 加仓 |
 Markel Group Inc.MKL |
| 0.42% | 0.61% | $239.4万 | 1,226股 | $270.1万 | 1,411股 | -185股-13.11% | 减仓 |
| GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC |
| 0.41% | 0.44% | $231.0万 | 8.9万股 | $195.6万 | 6.5万股 | +2.4万股+36.51% | 加仓 |
 HOULIHAN LOKEYHLI |
| 0.39% | 0.67% | $221.3万 | 1.7万股 | $297.9万 | 2.1万股 | -4,239股-20.44% | 减仓 |
| C资本集团成长ETFCGGR |
| 0.39% | 0.37% | $219.6万 | 4.7万股 | $162.9万 | 4.1万股 | +6,007股+14.82% | 加仓 |
 亚马逊AMZN |
| 0.39% | 0.42% | $219.5万 | 9,211股 | $185.3万 | 8,899股 | +312股+3.51% | 加仓 |
 ServiceNowNOW |
| 0.39% | — | $219.2万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
