| IiShares安硕信托ITOT |
| 5.69% | 6.42% | $9,566.0万 | 67.2万股 | $1.10亿 | 73.8万股 | -6.7万股-9.04% | 减仓 |
 苹果AAPL |
| 4.99% | 5.41% | $8,390.8万 | 33.1万股 | $9,246.1万 | 34.0万股 | -9,486股-2.79% | 减仓 |
| S嘉信·USSCHX |
| 3.93% | 4.04% | $6,606.1万 | 257.6万股 | $6,916.1万 | 257.0万股 | +6,388股+0.25% | 加仓 |
| G通用动力VTI |
| 3.89% | 4.62% | $6,540.5万 | 20.4万股 | $7,894.4万 | 23.5万股 | -3.2万股-13.42% | 减仓 |
 英伟达NVDA |
| 3.8% | 4.02% | $6,392.4万 | 36.7万股 | $6,867.4万 | 36.8万股 | -1,691股-0.46% | 减仓 |
| V先锋领航指数基金VV |
| 3.63% | 3.75% | $6,102.1万 | 20.4万股 | $6,410.6万 | 20.4万股 | +546股+0.27% | 加仓 |
| F第一信托交易所交易基金VIDJAN |
| 3.06% | 1.89% | $5,134.2万 | 120.7万股 | $3,229.8万 | 74.4万股 | +46.3万股+62.27% | 加仓 |
| I景顺QQQ信托VOO |
| 2.52% | 2.61% | $4,229.3万 | 7.3万股 | $4,470.6万 | 7.3万股 | +500股+0.69% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.27% | 0.01% | $3,811.0万 | 83.5万股 | $20.9万 | 4,529股 | +83.1万股+18,345.00% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.02% | 2.37% | $3,393.3万 | 135.2万股 | $4,055.2万 | 154.6万股 | -19.4万股-12.55% | 减仓 |
 特斯拉TSLA |
| 1.95% | 2.34% | $3,278.1万 | 8.8万股 | $3,998.7万 | 8.9万股 | -736股-0.83% | 减仓 |
| SSPDR道富系列信托SPTM |
| 1.87% | 2.54% | $3,150.1万 | 39.8万股 | $4,351.2万 | 52.7万股 | -12.9万股-24.45% | 减仓 |
 谷歌AGOOGL |
| 1.81% | 1.96% | $3,039.1万 | 10.6万股 | $3,359.9万 | 10.7万股 | -1,659股-1.55% | 减仓 |
 微软MSFT |
| 1.81% | 2.23% | $3,035.5万 | 8.2万股 | $3,811.1万 | 7.9万股 | +3,199股+4.06% | 加仓 |
 亚马逊AMZN |
| 1.8% | 1.95% | $3,017.3万 | 14.5万股 | $3,334.1万 | 14.4万股 | +428股+0.30% | 加仓 |
| F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP |
| 1.66% | 1.42% | $2,783.3万 | 63.7万股 | $2,434.2万 | 64.3万股 | -5,271股-0.82% | 减仓 |
| IiShares安硕信托PFF |
| 1.54% | 1.38% | $2,593.4万 | 85.5万股 | $2,364.1万 | 76.4万股 | +9.2万股+12.02% | 加仓 |
| S嘉信策略信托SCHD |
| 1.48% | 1.05% | $2,486.1万 | 81.0万股 | $1,790.9万 | 65.3万股 | +15.7万股+24.11% | 加仓 |
| IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ |
| 1.41% | 1.24% | $2,367.8万 | 102.2万股 | $2,115.9万 | 90.7万股 | +11.5万股+12.70% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 1.33% | 1.21% | $2,241.5万 | 47.7万股 | $2,074.6万 | 44.1万股 | +3.7万股+8.34% | 加仓 |
 Meta平台META |
| 1.15% | 1.28% | $1,926.6万 | 3.4万股 | $2,185.1万 | 3.3万股 | +571股+1.72% | 加仓 |
| V先锋领航指数基金VTV |
| 1.12% | 0.15% | $1,880.3万 | 9.6万股 | $259.2万 | 1.4万股 | +8.2万股+606.30% | 加仓 |
| IiShares安硕信托EMB |
| 1.11% | — | $1,873.4万 | 19.9万股 | $0 | 0股 | +19.9万股 | 新买入 |
 礼来LLY |
| 0.96% | 1.17% | $1,613.7万 | 1.8万股 | $2,007.0万 | 1.9万股 | -1,130股-6.05% | 减仓 |
| VVANECK MORTGAGE REIT INCOME ETFMORT |
| 0.89% | 0.01% | $1,497.1万 | 145.9万股 | $21.8万 | 2.1万股 | +143.8万股+6,921.77% | 加仓 |
| GGlobal X Mlp EtfMLPA |
| 0.87% | 0.65% | $1,469.0万 | 27.3万股 | $1,113.7万 | 23.0万股 | +4.3万股+18.53% | 加仓 |
 摩根大通JPM |
| 0.87% | 0.87% | $1,462.7万 | 5.0万股 | $1,493.5万 | 4.6万股 | +3,373股+7.28% | 加仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 0.86% | 0.91% | $1,437.4万 | 24.0万股 | $1,560.9万 | 26.0万股 | -2.0万股-7.68% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.85% | 0.88% | $1,433.9万 | 4.0万股 | $1,500.0万 | 4.0万股 | +48股+0.12% | 加仓 |
 洛克希德马丁LMT |
| 0.76% | 0.59% | $1,276.5万 | 2.1万股 | $1,001.4万 | 2.1万股 | +417股+2.01% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 0.75% | 0.52% | $1,263.5万 | 31.8万股 | $895.4万 | 22.2万股 | +9.6万股+42.95% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.7% | 0.79% | $1,176.8万 | 4.1万股 | $1,345.8万 | 4.3万股 | -1,863股-4.34% | 减仓 |
| WWISDOMTREE U.S. AI ENHANCED VALUE FUNDAIVL |
| 0.62% | 0.6% | $1,043.0万 | 9.0万股 | $1,033.2万 | 9.0万股 | +277股+0.31% | 加仓 |
 强生JNJ |
| 0.56% | 0.47% | $948.1万 | 3.9万股 | $810.7万 | 3.9万股 | -388股-0.99% | 减仓 |
| IiShares安硕信托IVV |
| 0.55% | 0.58% | $928.8万 | 1.4万股 | $991.7万 | 1.4万股 | -260股-1.80% | 减仓 |
| F富达·MERRIMACK STR TRFSYD |
| 0.54% | 0.33% | $911.6万 | 19.3万股 | $563.0万 | 11.8万股 | +7.6万股+64.31% | 加仓 |
| SSPDR黄金信托GLD |
| 0.54% | 0.71% | $907.5万 | 2.1万股 | $1,219.4万 | 3.1万股 | -9,679股-31.46% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.54% | 0.55% | $906.1万 | 1.9万股 | $945.6万 | 1.9万股 | +96股+0.51% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.52% | 0.45% | $882.2万 | 17.4万股 | $768.2万 | 15.2万股 | +2.2万股+14.79% | 加仓 |
| IiShares安硕IEMG |
| 0.52% | 0.18% | $877.3万 | 12.6万股 | $299.7万 | 4.5万股 | +8.1万股+182.13% | 加仓 |
 博通AVGO |
| 0.5% | 0.49% | $837.7万 | 2.7万股 | $837.6万 | 2.4万股 | +2,864股+11.83% | 加仓 |
 ShopifySHOP |
| 0.46% | 0.61% | $778.1万 | 6.6万股 | $1,051.2万 | 6.5万股 | +293股+0.45% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.45% | 0.34% | $758.5万 | 12.4万股 | $577.0万 | 12.9万股 | -5,243股-4.06% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.44% | 1.62% | $741.8万 | 9.0万股 | $2,775.5万 | 33.5万股 | -24.5万股-73.19% | 减仓 |
| IiShares安硕信托IEFA |
| 0.44% | 0.09% | $737.9万 | 8.2万股 | $154.2万 | 1.7万股 | +6.4万股+372.77% | 加仓 |
 卡特彼勒CAT |
| 0.42% | 0.26% | $703.8万 | 9,934股 | $440.6万 | 7,691股 | +2,243股+29.16% | 加仓 |
| V先锋领航指数基金VOO |
| 0.41% | 0.43% | $685.0万 | 1.1万股 | $734.7万 | 1.2万股 | -252股-2.15% | 减仓 |
| FFIRST TRUST MLT MNR SML CP OP ETFMMSC |
| 0.4% | 0.42% | $676.4万 | 28.5万股 | $716.9万 | 29.9万股 | -1.4万股-4.71% | 减仓 |
 沃尔玛WMT |
| 0.4% | 0.36% | $675.2万 | 5.4万股 | $616.9万 | 5.5万股 | -1,046股-1.89% | 减仓 |
 VisaV |
| 0.39% | 0.43% | $655.4万 | 2.2万股 | $734.4万 | 2.1万股 | +744股+3.55% | 加仓 |
