| IiShares安硕信托IVV |
| 10.24% | 7.21% | $6,388.5万 | 8.5万股 | $3,828.7万 | 5.9万股 | +2.7万股+45.54% | 加仓 |
| B贝莱德ETF信托CORO |
| 6.31% | 6.01% | $3,938.4万 | 107.6万股 | $3,190.2万 | 99.2万股 | +8.4万股+8.46% | 加仓 |
| IiShares安硕信托IVW |
| 5.62% | 5.58% | $3,506.8万 | 25.5万股 | $2,965.8万 | 26.2万股 | -7,220股-2.75% | 减仓 |
| IiShares安硕信托LRGF |
| 4.88% | 5.17% | $3,044.8万 | 40.3万股 | $2,745.0万 | 41.6万股 | -1.3万股-3.20% | 减仓 |
| IiShares安硕·S&PIVE |
| 4.41% | 5.9% | $2,750.4万 | 12.1万股 | $3,135.8万 | 14.9万股 | -2.7万股-18.44% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.79% | 3.31% | $2,364.1万 | 3.2万股 | $1,759.9万 | 2.7万股 | +4,597股+16.99% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 3.72% | 3.83% | $2,318.9万 | 42.9万股 | $2,035.9万 | 42.8万股 | +847股+0.20% | 加仓 |
| IiShares安硕信托GJS |
| 3.05% | 1.17% | $1,903.2万 | 83.5万股 | $619.7万 | 27.1万股 | +56.5万股+208.86% | 加仓 |
| SSPDR黄金信托GLD |
| 2.99% | 4.13% | $1,863.9万 | 5.1万股 | $2,193.8万 | 5.1万股 | -388股-0.76% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 2.54% | 2.41% | $1,586.5万 | 6.3万股 | $1,282.4万 | 7.1万股 | -7,785股-11.01% | 减仓 |
| B贝莱德ETF信托IALT |
| 2.38% | — | $1,486.6万 | 53.0万股 | $0 | 0股 | +53.0万股 | 新买入 |
 苹果AAPL |
| 2.29% | 2.38% | $1,425.9万 | 4.9万股 | $1,264.3万 | 5.0万股 | -538股-1.08% | 减仓 |
| IiShares安硕信托MTUM |
| 2.27% | 2.63% | $1,418.8万 | 4.1万股 | $1,396.5万 | 5.8万股 | -1.7万股-28.88% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 2.24% | 2.36% | $1,397.1万 | 2.7万股 | $1,252.1万 | 2.7万股 | -287股-1.06% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 2% | 1.93% | $1,248.1万 | 10.1万股 | $1,024.5万 | 2.4万股 | +7.6万股+318.34% | 加仓 |
| IiShares安硕·COREIJR |
| 1.94% | 1.94% | $1,207.7万 | 8.1万股 | $1,028.4万 | 8.3万股 | -1,296股-1.57% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.8% | 2% | $1,122.3万 | 7.1万股 | $1,063.8万 | 7.2万股 | -809股-1.13% | 减仓 |
| V先锋领航指数基金VOO |
| 1.63% | 0.6% | $1,016.3万 | 1.4万股 | $321.1万 | 5,374股 | +8,427股+156.81% | 加仓 |
 CINCINNATI FINL COMCINF |
| 1.57% | 1.56% | $976.9万 | 5.3万股 | $830.0万 | 5.3万股 | +16股+0.03% | 加仓 |
| GGlobal X基金SHLD |
| 1.52% | 1.75% | $945.4万 | 15.8万股 | $929.3万 | 13.1万股 | +2.7万股+20.69% | 加仓 |
| B贝莱德ETF信托BLCR |
| 1.5% | 1.31% | $935.7万 | 18.6万股 | $694.9万 | 16.9万股 | +1.7万股+9.77% | 加仓 |
 iShares安硕·MBSACGL |
| 1.47% | 1.22% | $917.4万 | 9.7万股 | $646.7万 | 6.8万股 | +2.9万股+42.50% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.39% | 2.9% | $868.3万 | 4.0万股 | $1,539.8万 | 8.0万股 | -4.1万股-50.71% | 减仓 |
| IiShares安硕·COREIJH |
| 1.39% | 1.44% | $867.1万 | 11.2万股 | $763.1万 | 11.3万股 | -549股-0.49% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1% | 1.13% | $620.9万 | 2.9万股 | $600.8万 | 3.1万股 | -2,123股-6.78% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.94% | 0.94% | $587.0万 | 14.6万股 | $499.8万 | 14.8万股 | -1,618股-1.10% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.91% | 0.53% | $570.6万 | 11.8万股 | $279.1万 | 5.8万股 | +6.0万股+102.85% | 加仓 |
| IiShares白银信托SLV |
| 0.87% | 1.31% | $544.4万 | 10.2万股 | $698.4万 | 10.2万股 | -671股-0.65% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.75% | 0.95% | $466.7万 | 14.0万股 | $506.3万 | 13.2万股 | +8,410股+6.38% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.75% | 0.71% | $465.9万 | 1.3万股 | $378.7万 | 1.3万股 | -14股-0.11% | 减仓 |
| NNORTHERN LTS FD TR IVPTL |
| 0.69% | 0.66% | $429.6万 | 1.5万股 | $350.5万 | 1.4万股 | +1,029股+7.36% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.68% | 0.68% | $426.4万 | 8.1万股 | $363.3万 | 7.0万股 | +1.1万股+16.43% | 加仓 |
| AABRDN SILVER ETF TRUSTSIVR |
| 0.68% | 1.04% | $424.1万 | 7.5万股 | $553.6万 | 7.7万股 | -1,875股-2.43% | 减仓 |
 BLUE OWL CAP CORPOBDC |
| 0.67% | 0.79% | $420.0万 | 38.6万股 | $422.0万 | 38.2万股 | +4,890股+1.28% | 加仓 |
| BBLUE OWL TECHNOLOGY FINOTF |
| 0.63% | 0.8% | $394.5万 | 38.1万股 | $425.7万 | 34.4万股 | +3.8万股+10.94% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.63% | 0.67% | $394.0万 | 3.8万股 | $356.8万 | 3.7万股 | +1,196股+3.26% | 加仓 |
| I景顺·DB US DLR INDEX TRUUP |
| 0.63% | 0.6% | $391.2万 | 13.8万股 | $318.6万 | 11.5万股 | +2.3万股+20.07% | 加仓 |
| IiShares黄金信托IAU |
| 0.62% | 0.83% | $384.4万 | 5.1万股 | $441.9万 | 5.0万股 | +789股+1.57% | 加仓 |
| FFIRST EAGLE GLOBAL EQUITY ETFFEGE |
| 0.6% | 0.18% | $372.9万 | 7.6万股 | $97.9万 | 2.1万股 | +5.5万股+266.02% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.56% | 0.24% | $347.4万 | 2.2万股 | $125.2万 | 8,539股 | +1.3万股+156.40% | 加仓 |
 VANECK URANIUM AND NUCLEAR ETFNLR |
| 0.54% | 0.71% | $338.5万 | 2.9万股 | $376.4万 | 2.8万股 | +923股+3.27% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.54% | 0.57% | $337.8万 | 8.7万股 | $301.2万 | 8.6万股 | +1,113股+1.29% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.53% | 0.39% | $329.7万 | 6.1万股 | $205.8万 | 3.9万股 | +2.2万股+56.51% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.44% | 0.55% | $276.5万 | 5.2万股 | $290.4万 | 4.7万股 | +4,658股+9.83% | 加仓 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 0.44% | 0.67% | $273.8万 | 14.5万股 | $356.3万 | 14.6万股 | -990股-0.68% | 减仓 |
 微软MSFT |
| 0.43% | 0.54% | $271.2万 | 7,270股 | $284.4万 | 7,683股 | -413股-5.38% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.43% | 0.44% | $267.3万 | 3.2万股 | $233.1万 | 3.3万股 | -300股-0.92% | 减仓 |
| DDOUBLELINE YIELD OPPORTUNITIDLY |
| 0.4% | 0.48% | $249.7万 | 17.7万股 | $255.0万 | 18.3万股 | -5,769股-3.15% | 减仓 |
| IISHARES SYSTEMATIC BOND ETFSYSB |
| 0.38% | 0.44% | $239.7万 | 2.7万股 | $235.6万 | 2.6万股 | +550股+2.08% | 加仓 |
 贝莱德·MUNIYILD QULT FD IMQY |
| 0.36% | 0.5% | $222.7万 | 19.2万股 | $263.1万 | 24.0万股 | -4.8万股-19.89% | 减仓 |
