| SSPDR标普500 ETFSPY |
| 10.63% | 15.19% | $595.7万 | 7,977股 | $1,422.5万 | 2.2万股 | -1.4万股-63.53% | 减仓 |
 苹果AAPL |
| 8.01% | 8.77% | $448.5万 | 1.5万股 | $821.9万 | 3.2万股 | -1.7万股-52.06% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.07% | 3.62% | $227.8万 | 4,552股 | $338.7万 | 7,071股 | -2,519股-35.62% | 减仓 |
 英伟达NVDA |
| 3.3% | 2.98% | $184.8万 | 9,235股 | $279.2万 | 1.6万股 | -6,599股-41.68% | 减仓 |
 微软MSFT |
| 3.08% | 2.9% | $172.3万 | 4,619股 | $272.0万 | 7,297股 | -2,678股-36.70% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.81% | 2.36% | $157.7万 | 4,462股 | $220.8万 | 7,669股 | -3,207股-41.82% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.44% | — | $136.6万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 亚马逊AMZN |
| 2.34% | 3.27% | $131.2万 | 5,506股 | $306.2万 | 1.5万股 | -9,195股-62.55% | 减仓 |
| I景顺QQQ信托VOO |
| 2.27% | 2.49% | $127.2万 | 1,727股 | $233.6万 | 4,047股 | -2,320股-57.33% | 减仓 |
| WWISDOMTREE TRUST EFFICIENT GOLD PLUS EQUITY STRATEGY FDGDE |
| 2.18% | 1.36% | $122.2万 | 2.0万股 | $127.0万 | 2.0万股 | -192股-0.95% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 2.17% | 5.78% | $121.6万 | 2.4万股 | $541.0万 | 10.7万股 | -8.3万股-77.53% | 减仓 |
 礼来LLY |
| 1.93% | 0.81% | $108.1万 | 901股 | $76.2万 | 828股 | +73股+8.82% | 加仓 |
| IiShares安硕信托SGOV |
| 1.88% | 1.25% | $105.1万 | 1.0万股 | $116.7万 | 1.2万股 | -1,154股-9.95% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.84% | — | $103.2万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 摩根大通JPM |
| 1.82% | 1.26% | $102.1万 | 3,119股 | $118.1万 | 3,992股 | -873股-21.87% | 减仓 |
| S道富SPYM |
| 1.58% | — | $88.3万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| IiShares安硕信托IWV |
| 1.5% | 1.12% | $84.3万 | 1,977股 | $104.9万 | 2,829股 | -852股-30.12% | 减仓 |
| I景顺交易所交易基金IIEELV |
| 1.41% | 3.77% | $79.3万 | 2.9万股 | $352.8万 | 12.6万股 | -9.7万股-77.31% | 减仓 |
| IiShares安硕信托LRGF |
| 1.3% | — | $72.6万 | 9,595股 | $0 | 0股 | +9,595股 | 新买入 |
 MILLICOM INTL CELLULARTIGO |
| 1.29% | 0.64% | $72.4万 | 7,978股 | $59.8万 | 7,978股 | 00.00% | 持仓不变 |
 安费诺APH |
| 1.28% | 0.54% | $71.5万 | 4,054股 | $50.4万 | 3,985股 | +69股+1.73% | 加仓 |
 AVANTIS INTLNGG |
| 1.27% | — | $71.2万 | 7,987股 | $0 | 0股 | +7,987股 | 新买入 |
| N新纪元能源NEE |
| 1.22% | 0.82% | $68.4万 | 7,795股 | $77.2万 | 8,314股 | -519股-6.24% | 减仓 |
| PPUTNAM ETF TRUSTPVAL |
| 1.17% | — | $65.5万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 谷歌AGOOGL |
| 1.1% | 1.02% | $61.9万 | 1,732股 | $95.6万 | 3,216股 | -1,484股-46.14% | 减仓 |
| J摩根大通交易所交易基金JPME |
| 1.05% | 1.28% | $58.7万 | 4,726股 | $120.0万 | 1.0万股 | -5,748股-54.88% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 1.04% | 4.56% | $58.3万 | 1.2万股 | $426.7万 | 8.5万股 | -7.4万股-86.51% | 减仓 |
| F第一信托·USTFVD |
| 1.02% | 0.65% | $56.9万 | 1.2万股 | $60.5万 | 1.3万股 | -1,048股-8.15% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.98% | — | $55.0万 | 5,697股 | $0 | 0股 | +5,697股 | 新买入 |
 FIRSTENERGY COMFE |
| 0.96% | 0.61% | $53.8万 | 1.1万股 | $57.3万 | 1.1万股 | 00.00% | 持仓不变 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 0.94% | — | $52.7万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| IiShares安硕信托SHV |
| 0.94% | 0.88% | $52.7万 | 4,778股 | $82.1万 | 7,434股 | -2,656股-35.73% | 减仓 |
 AON SHS CL AAON |
| 0.91% | 0.45% | $51.2万 | 1,545股 | $41.8万 | 1,295股 | +250股+19.31% | 加仓 |
 伊顿ETN |
| 0.9% | 0.45% | $50.5万 | 1,184股 | $42.0万 | 1,173股 | +11股+0.94% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.88% | 0.61% | $49.5万 | 1.5万股 | $57.1万 | 1.5万股 | 00.00% | 持仓不变 |
 WASTE CONNECTIONSWCN |
| 0.88% | 0.51% | $49.1万 | 2,948股 | $47.8万 | 2,948股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.86% | — | $48.4万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| GGMO US QUALITY ETFGMOV |
| 0.84% | — | $46.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 VisaV |
| 0.83% | 0.58% | $46.6万 | 1,358股 | $54.5万 | 1,790股 | -432股-24.13% | 减仓 |
 贝莱德·INC COMBLK |
| 0.83% | 0.49% | $46.3万 | 481股 | $46.3万 | 481股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.79% | 0.34% | $44.3万 | 377股 | $32.3万 | 370股 | +7股+1.89% | 加仓 |
 YPF SOCIEDAD ANONIMA SPON ADR CL DYPF |
| 0.78% | 0.47% | $43.6万 | 9,579股 | $44.3万 | 9,579股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JPSE |
| 0.76% | 0.58% | $42.7万 | 7,091股 | $54.0万 | 1.0万股 | -3,204股-31.12% | 减仓 |
| IIBMIBM |
| 0.74% | 0.5% | $41.7万 | 1,482股 | $46.7万 | 1,925股 | -443股-23.01% | 减仓 |
| WWORLD GOLD TRGLD |
| 0.73% | 4.5% | $41.0万 | 5,166股 | $421.7万 | 4.5万股 | -4.0万股-88.64% | 减仓 |
 NubankNU |
| 0.72% | 0.46% | $40.4万 | 3.0万股 | $43.4万 | 3.0万股 | 00.00% | 持仓不变 |
 SERVICE INTLSCI |
| 0.72% | 0.47% | $40.3万 | 5,303股 | $43.8万 | 5,303股 | 00.00% | 持仓不变 |
| AAT&TT |
| 0.71% | 0.63% | $39.6万 | 1.9万股 | $58.6万 | 2.0万股 | -1,088股-5.39% | 减仓 |
 GE航空GE |
| 0.71% | 0.3% | $39.5万 | 1,058股 | $27.8万 | 980股 | +78股+7.96% | 加仓 |
| N纳斯达克NDAQ |
| 0.66% | 0.43% | $37.2万 | 4,720股 | $40.1万 | 4,720股 | 00.00% | 持仓不变 |
