| SSPDR标普500 ETFSPY |
| 5.14% | 4.38% | $9,364.6万 | 12.5万股 | $7,140.3万 | 11.0万股 | +1.6万股+14.22% | 加仓 |
 苹果AAPL |
| 3.55% | 3.97% | $6,458.6万 | 22.3万股 | $6,473.2万 | 25.5万股 | -3.2万股-12.49% | 减仓 |
| IiShares安硕信托IBTI |
| 3.37% | 0.04% | $6,130.7万 | 276.9万股 | $66.3万 | 3.0万股 | +273.9万股+9,210.97% | 加仓 |
 英伟达NVDA |
| 3.36% | 3.33% | $6,121.4万 | 30.6万股 | $5,432.0万 | 31.1万股 | -5,534股-1.78% | 减仓 |
| IiShares安硕信托IBTH |
| 1.9% | 1.77% | $3,463.0万 | 154.8万股 | $2,888.3万 | 128.8万股 | +26.0万股+20.22% | 加仓 |
 亚马逊AMZN |
| 1.82% | 1.83% | $3,318.6万 | 13.9万股 | $2,984.5万 | 14.3万股 | -4,059股-2.83% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.39% | 1.36% | $2,535.6万 | 74.9万股 | $2,208.4万 | 75.8万股 | -8,831股-1.16% | 减仓 |
 谷歌AGOOGL |
| 1.35% | 1.27% | $2,461.5万 | 6.9万股 | $2,076.2万 | 7.2万股 | -3,321股-4.60% | 减仓 |
 Meta平台META |
| 1.29% | 1.43% | $2,353.0万 | 4.2万股 | $2,333.8万 | 4.1万股 | +981股+2.40% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.26% | 1.17% | $2,292.9万 | 6.5万股 | $1,914.3万 | 6.7万股 | -1,836股-2.75% | 减仓 |
 PALO ALTOPANW |
| 1.18% | 0.61% | $2,154.3万 | 6.3万股 | $986.4万 | 6.2万股 | +1,643股+2.67% | 加仓 |
 微软MSFT |
| 1.18% | 1.29% | $2,143.8万 | 5.7万股 | $2,102.9万 | 5.7万股 | +663股+1.17% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.06% | 0.98% | $1,921.9万 | 6.4万股 | $1,599.1万 | 6.4万股 | -512股-0.79% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 1.05% | 0.81% | $1,910.1万 | 23.6万股 | $1,320.4万 | 19.3万股 | +4.2万股+21.86% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 1.02% | 1.05% | $1,856.8万 | 11.8万股 | $1,710.0万 | 12.4万股 | -5,323股-4.31% | 减仓 |
| I景顺QQQ信托VOO |
| 1% | 0.96% | $1,819.3万 | 2.5万股 | $1,567.9万 | 2.7万股 | -2,459股-9.05% | 减仓 |
 摩根大通JPM |
| 0.99% | 1% | $1,804.8万 | 5.5万股 | $1,624.7万 | 5.5万股 | -95股-0.17% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.98% | 0.94% | $1,792.5万 | 8.4万股 | $1,532.7万 | 8.0万股 | +4,388股+5.49% | 加仓 |
| V先锋领航指数基金VOO |
| 0.92% | 0.58% | $1,671.9万 | 2.4万股 | $951.3万 | 1.6万股 | +8,422股+52.90% | 加仓 |
| G通用动力VTI |
| 0.9% | 0.87% | $1,646.1万 | 4.4万股 | $1,425.4万 | 4.4万股 | +51股+0.11% | 加仓 |
| V先锋领航·MIDVO |
| 0.9% | 0.91% | $1,634.6万 | 20.3万股 | $1,479.5万 | 5.2万股 | +15.1万股+293.80% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 0.89% | 0.69% | $1,629.1万 | 13.9万股 | $1,130.0万 | 9.7万股 | +4.2万股+43.18% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.86% | 0.87% | $1,563.8万 | 34.4万股 | $1,415.5万 | 31.0万股 | +3.3万股+10.79% | 加仓 |
| SSPDR黄金信托GLD |
| 0.85% | 1.09% | $1,553.4万 | 4.2万股 | $1,778.4万 | 4.1万股 | +839股+2.03% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.83% | 0.84% | $1,507.0万 | 18.0万股 | $1,373.9万 | 18.3万股 | -3,005股-1.64% | 减仓 |
| PPimco Active Bond ETFBOND |
| 0.81% | 0.82% | $1,472.6万 | 16.0万股 | $1,337.5万 | 14.5万股 | +1.5万股+10.18% | 加仓 |
| PProShares信托SH |
| 0.78% | 1.18% | $1,425.1万 | 43.2万股 | $1,921.4万 | 50.7万股 | -7.5万股-14.80% | 减仓 |
 黑石集团BX |
| 0.76% | 0.82% | $1,392.5万 | 11.8万股 | $1,334.7万 | 11.6万股 | +2,269股+1.95% | 加仓 |
 好市多COST |
| 0.74% | 0.87% | $1,349.6万 | 1.4万股 | $1,416.5万 | 1.4万股 | +211股+1.48% | 加仓 |
 VisaV |
| 0.73% | 0.69% | $1,321.6万 | 3.9万股 | $1,130.9万 | 3.7万股 | +1,101股+2.94% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.72% | 0.76% | $1,310.9万 | 2.6万股 | $1,243.3万 | 2.6万股 | +253股+0.98% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.72% | 0.71% | $1,302.4万 | 49.1万股 | $1,162.8万 | 44.4万股 | +4.7万股+10.65% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.71% | 0.73% | $1,297.4万 | 5.5万股 | $1,186.0万 | 5.5万股 | -318股-0.58% | 减仓 |
| PPacer基金信托COWZ |
| 0.7% | 0.85% | $1,283.4万 | 20.6万股 | $1,377.8万 | 22.0万股 | -1.4万股-6.31% | 减仓 |
| F第一信托交易所交易基金SDVY |
| 0.7% | 0.69% | $1,273.0万 | 29.5万股 | $1,131.0万 | 28.7万股 | +8,249股+2.88% | 加仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 0.66% | 0.72% | $1,200.2万 | 35.0万股 | $1,166.3万 | 34.9万股 | +1,700股+0.49% | 加仓 |
| IiShares安硕IEMG |
| 0.64% | 0.67% | $1,163.2万 | 14.0万股 | $1,085.0万 | 15.6万股 | -1.5万股-9.73% | 减仓 |
| AAvantis·U SAVUV |
| 0.61% | 0.57% | $1,110.0万 | 8.9万股 | $930.7万 | 8.4万股 | +4,717股+5.60% | 加仓 |
| DDOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETFDBND |
| 0.59% | 0.58% | $1,083.3万 | 23.8万股 | $948.6万 | 20.7万股 | +3.1万股+14.75% | 加仓 |
 宝洁PG |
| 0.59% | 0.62% | $1,067.6万 | 7.3万股 | $1,003.4万 | 6.9万股 | +3,333股+4.80% | 加仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.58% | 0.85% | $1,065.2万 | 46.5万股 | $1,379.1万 | 60.2万股 | -13.6万股-22.68% | 减仓 |
| AAMERICAN CENTY ETF TR US QUALITY GROWQGRO |
| 0.57% | 0.57% | $1,043.0万 | 8.8万股 | $924.1万 | 8.8万股 | +371股+0.42% | 加仓 |
| WWisdomTree信托DLN |
| 0.57% | 0.59% | $1,030.7万 | 10.7万股 | $966.9万 | 10.8万股 | -1,230股-1.14% | 减仓 |
| A美国世纪ETF信托VALQ |
| 0.56% | 0.57% | $1,011.9万 | 14.5万股 | $920.7万 | 14.2万股 | +3,549股+2.51% | 加仓 |
| S嘉信·USSCHA |
| 0.55% | 0.53% | $1,007.2万 | 27.9万股 | $868.2万 | 29.9万股 | -2.0万股-6.62% | 减仓 |
| A美国世纪ETF信托DXIV |
| 0.55% | 0.57% | $1,006.3万 | 14.5万股 | $933.6万 | 14.3万股 | +2,277股+1.60% | 加仓 |
| S嘉信策略信托SCHF |
| 0.54% | 0.55% | $976.4万 | 35.2万股 | $899.0万 | 36.3万股 | -1.1万股-2.97% | 减仓 |
| WWORLD GOLD TRGLD |
| 0.53% | 0.65% | $970.7万 | 12.2万股 | $1,057.1万 | 11.4万股 | +8,177股+7.17% | 加仓 |
| IiShares安硕信托IWD |
| 0.5% | 0.58% | $917.3万 | 3.8万股 | $952.1万 | 4.5万股 | -6,724股-15.09% | 减仓 |
| A美国世纪ETF信托FDG |
| 0.5% | 0.48% | $907.3万 | 6.8万股 | $774.4万 | 6.8万股 | +269股+0.40% | 加仓 |
