| S道富SPYM |
| 10.36% | 10.2% | $1.63亿 | 185.4万股 | $1.38亿 | 180.7万股 | +4.7万股+2.59% | 加仓 |
| SSPDR道富系列信托SPYG |
| 10.23% | 8.75% | $1.61亿 | 135.2万股 | $1.19亿 | 121.2万股 | +14.0万股+11.59% | 加仓 |
| S道富SPYV |
| 7.86% | 8.15% | $1.24亿 | 203.4万股 | $1.11亿 | 195.3万股 | +8.0万股+4.12% | 加仓 |
| SSPDR道富指数基金SPDW |
| 6.17% | 6.05% | $9,701.5万 | 192.5万股 | $8,208.2万 | 179.8万股 | +12.7万股+7.07% | 加仓 |
| SSPDR行业精选信托XLK |
| 5.18% | 4.64% | $8,141.7万 | 42.7万股 | $6,296.8万 | 47.4万股 | -4.6万股-9.81% | 减仓 |
| S道富SPAB |
| 4.32% | 3.34% | $6,790.0万 | 266.1万股 | $4,533.8万 | 177.0万股 | +89.1万股+50.35% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 3.28% | 2.92% | $5,164.4万 | 99.9万股 | $3,960.3万 | 87.8万股 | +12.1万股+13.83% | 加仓 |
| S道富SPMD |
| 3.19% | 3.53% | $5,012.4万 | 74.2万股 | $4,782.9万 | 80.8万股 | -6.6万股-8.14% | 减仓 |
| IiShares安硕信托SGOV |
| 3.14% | 6.88% | $4,934.1万 | 49.0万股 | $9,333.4万 | 92.7万股 | -43.7万股-47.14% | 减仓 |
| S道富XLI |
| 2.54% | 0.22% | $4,000.6万 | 21.6万股 | $295.1万 | 1.8万股 | +19.8万股+1,083.66% | 加仓 |
| SSPDR道富指数基金SPEM |
| 2.31% | 2.29% | $3,634.9万 | 70.2万股 | $3,110.9万 | 66.3万股 | +3.9万股+5.85% | 加仓 |
 英伟达NVDA |
| 2.15% | 2.52% | $3,387.6万 | 16.9万股 | $3,420.1万 | 19.6万股 | -2.7万股-13.67% | 减仓 |
| S道富SPSM |
| 1.91% | 1.19% | $3,005.4万 | 52.1万股 | $1,618.7万 | 33.5万股 | +18.6万股+55.57% | 加仓 |
 谷歌AGOOGL |
| 1.66% | 1.58% | $2,616.5万 | 7.3万股 | $2,146.9万 | 7.5万股 | -1,445股-1.94% | 减仓 |
| F富达Covington信托FENI |
| 1.59% | 1.28% | $2,496.6万 | 62.2万股 | $1,734.1万 | 46.6万股 | +15.6万股+33.45% | 加仓 |
| S道富SPHY |
| 1.35% | 1.37% | $2,126.6万 | 90.7万股 | $1,855.2万 | 79.6万股 | +11.2万股+14.04% | 加仓 |
 帕兰提尔PLTR |
| 1.35% | 1.52% | $2,124.5万 | 18.2万股 | $2,060.2万 | 14.1万股 | +4.1万股+29.29% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 1.25% | 1.37% | $1,963.8万 | 41.1万股 | $1,853.3万 | 38.7万股 | +2.4万股+6.25% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.01% | 0.96% | $1,595.6万 | 38.7万股 | $1,305.4万 | 33.5万股 | +5.2万股+15.45% | 加仓 |
| IiShares安硕信托IEUR |
| 1% | 0.16% | $1,578.5万 | 21.0万股 | $214.1万 | 3.0万股 | +18.0万股+589.08% | 加仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.91% | 0.33% | $1,428.6万 | 79.7万股 | $442.4万 | 27.9万股 | +51.8万股+185.99% | 加仓 |
| SSPDR行业精选信托XLU |
| 0.81% | — | $1,273.6万 | 28.1万股 | $0 | 0股 | +28.1万股 | 新买入 |
 摩根大通JPM |
| 0.8% | 0.74% | $1,262.0万 | 3.9万股 | $1,008.4万 | 3.4万股 | +4,277股+12.48% | 加仓 |
 博通AVGO |
| 0.75% | 0.72% | $1,181.4万 | 3.1万股 | $983.2万 | 3.2万股 | -492股-1.55% | 减仓 |
| GGLOBAL X RUSSELL 2000 COVERED CALL ETFRYLD |
| 0.68% | 0.71% | $1,066.4万 | 66.7万股 | $967.3万 | 64.7万股 | +2.0万股+3.08% | 加仓 |
| V先锋领航指数基金VOO |
| 0.67% | — | $1,054.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 GE VernovaGEV |
| 0.65% | 0.65% | $1,018.9万 | 8,673股 | $887.3万 | 1.0万股 | -1,492股-14.68% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.64% | 0.62% | $1,010.2万 | 1.4万股 | $836.6万 | 1.3万股 | +664股+5.16% | 加仓 |
| GGlobal X基金PFFD |
| 0.59% | 0.52% | $928.1万 | 49.7万股 | $704.6万 | 38.3万股 | +11.4万股+29.68% | 加仓 |
 埃克森美孚XOM |
| 0.51% | 0.86% | $803.2万 | 5.9万股 | $1,172.5万 | 6.9万股 | -1.0万股-14.99% | 减仓 |
 Meta平台META |
| 0.5% | 0.96% | $789.3万 | 1.4万股 | $1,301.8万 | 2.3万股 | -8,741股-38.42% | 减仓 |
| VVANECK IG FLOATING RATE ETFEMLC |
| 0.49% | 0.54% | $778.3万 | 30.4万股 | $726.6万 | 28.5万股 | +1.9万股+6.57% | 加仓 |
 特斯拉TSLA |
| 0.49% | 0.45% | $773.4万 | 1.8万股 | $608.4万 | 1.6万股 | +2,024股+12.37% | 加仓 |
 高盛GS |
| 0.46% | 0.41% | $723.6万 | 7,155股 | $559.0万 | 6,607股 | +548股+8.29% | 加仓 |
 CrowdStrikeCRWD |
| 0.46% | 0.31% | $719.1万 | 9,423股 | $419.7万 | 1.1万股 | -1,326股-12.34% | 减仓 |
| G高盛ETF信托GINC |
| 0.45% | — | $702.1万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
| SSOLARIS ENERGY INFRASSEI |
| 0.43% | 0.3% | $682.4万 | 8.5万股 | $401.0万 | 7.1万股 | +1.4万股+19.51% | 加仓 |
| G高盛ETF信托GINC |
| 0.41% | — | $642.3万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
| J摩根大通交易所交易基金JEPQ |
| 0.37% | 0.45% | $577.5万 | 9.4万股 | $615.1万 | 11.1万股 | -1.7万股-15.20% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.36% | 0.35% | $573.9万 | 14.3万股 | $476.0万 | 14.1万股 | +2,159股+1.54% | 加仓 |
| OOKLOOKLO |
| 0.36% | 0.29% | $570.3万 | 10.9万股 | $397.4万 | 8.0万股 | +2.9万股+35.99% | 加仓 |
| DDimensional维度ETF信托DFGX |
| 0.35% | 0.37% | $556.5万 | 10.4万股 | $507.7万 | 9.7万股 | +7,049股+7.28% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.35% | 0.38% | $550.8万 | 13.0万股 | $513.1万 | 12.2万股 | +8,953股+7.37% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.34% | 0.32% | $537.9万 | 1.5万股 | $429.4万 | 1.5万股 | +253股+1.69% | 加仓 |
| SSPDR黄金信托GLD |
| 0.31% | 0.4% | $491.1万 | 1.3万股 | $544.3万 | 1.3万股 | +683股+5.40% | 加仓 |
 CENTRUS ENERGY CL ALEU |
| 0.31% | 0.35% | $486.4万 | 2.9万股 | $470.0万 | 2.7万股 | +1,899股+7.01% | 加仓 |
 思科CSCO |
| 0.3% | 0.22% | $479.2万 | 4.1万股 | $304.3万 | 3.9万股 | +1,581股+4.03% | 加仓 |
 CHUBB LIMITEDCB |
| 0.29% | 0.24% | $450.7万 | 1.3万股 | $326.5万 | 1.0万股 | +3,208股+32.02% | 加仓 |
| IINSPIRE GLOBAL HOPE ETFBLES |
| 0.29% | 0.29% | $448.8万 | 9.4万股 | $393.1万 | 8.9万股 | +5,468股+6.17% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.28% | 2.06% | $440.5万 | 4.1万股 | $2,790.6万 | 25.2万股 | -21.1万股-83.66% | 减仓 |
