| PPIMCO太平洋投资管理ETFMINT |
| 5.31% | 6.63% | $1,898.3万 | 18.8万股 | $1,887.0万 | 18.8万股 | +676股+0.36% | 加仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 4.55% | 5.34% | $1,628.4万 | 52.8万股 | $1,519.9万 | 49.4万股 | +3.4万股+6.89% | 加仓 |
| IiShares安硕信托AGG |
| 4.26% | 5.39% | $1,521.8万 | 15.4万股 | $1,534.2万 | 15.5万股 | -804股-0.52% | 减仓 |
| IiShares安硕信托LQD |
| 4.14% | 5.14% | $1,478.7万 | 13.6万股 | $1,462.9万 | 13.4万股 | +1,350股+1.01% | 加仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 3.25% | 3.62% | $1,161.3万 | 15.4万股 | $1,029.2万 | 13.8万股 | +1.7万股+12.04% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.1% | 3.93% | $1,109.3万 | 14.0万股 | $1,118.3万 | 14.1万股 | -700股-0.50% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 2.99% | 3.8% | $1,068.5万 | 18.1万股 | $1,081.5万 | 18.2万股 | -445股-0.25% | 减仓 |
| SSPDR行业精选信托XLK |
| 2.19% | 2.28% | $783.2万 | 4.1万股 | $649.0万 | 4.9万股 | -7,723股-15.82% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.91% | 2.09% | $684.6万 | 6.6万股 | $593.6万 | 6.1万股 | +4,794股+7.84% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 1.76% | 2.23% | $630.1万 | 13.1万股 | $632.8万 | 13.1万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 1.69% | 2.03% | $603.4万 | 8,080股 | $576.9万 | 8,871股 | -791股-8.92% | 减仓 |
| G通用动力VTI |
| 1.64% | 1.76% | $585.9万 | 1.6万股 | $500.2万 | 1.6万股 | +242股+1.55% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 1.58% | — | $563.5万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
| I景顺·S&PSPHQ |
| 1.57% | 1.7% | $562.2万 | 6.2万股 | $484.1万 | 6.4万股 | -1,980股-3.08% | 减仓 |
| V先锋领航·TOTALBND |
| 1.38% | 1.62% | $494.0万 | 6.7万股 | $459.6万 | 6.2万股 | +4,884股+7.83% | 加仓 |
| S嘉信策略信托SCHM |
| 1.19% | 1.15% | $427.1万 | 11.6万股 | $328.0万 | 10.6万股 | +9,868股+9.31% | 加仓 |
| IiShares安硕信托IEV |
| 1.04% | 1.18% | $370.8万 | 5.1万股 | $336.4万 | 5.0万股 | +1,384股+2.80% | 加仓 |
 英伟达NVDA |
| 1.01% | 1.06% | $360.6万 | 1.8万股 | $302.7万 | 1.7万股 | +666股+3.84% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.97% | 1.11% | $348.2万 | 9,854股 | $316.2万 | 1.1万股 | -1,170股-10.61% | 减仓 |
 应用材料AMAT |
| 0.94% | 0.4% | $335.4万 | 4,639股 | $113.0万 | 3,306股 | +1,333股+40.32% | 加仓 |
 泛林集团LRCX |
| 0.91% | 0.44% | $324.0万 | 7,476股 | $126.1万 | 5,903股 | +1,573股+26.65% | 加仓 |
 科磊KLAC |
| 0.87% | 0.36% | $311.8万 | 1.0万股 | $101.4万 | 689股 | +9,646股+1,400.00% | 加仓 |
 VanEck ETF信托SMH |
| 0.86% | 0.78% | $307.6万 | 4,690股 | $220.5万 | 5,751股 | -1,061股-18.45% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.82% | 0.95% | $293.2万 | 1.3万股 | $269.4万 | 1.4万股 | -684股-4.87% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.81% | 0.92% | $289.4万 | 4,114股 | $261.3万 | 4,236股 | -122股-2.88% | 减仓 |
 苹果AAPL |
| 0.81% | 0.77% | $287.9万 | 9,951股 | $217.8万 | 8,581股 | +1,370股+15.97% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.8% | — | $287.3万 | 9,484股 | $0 | 0股 | +9,484股 | 新买入 |
 美光科技MU |
| 0.8% | 0.36% | $285.3万 | 2,472股 | $103.0万 | 3,048股 | -576股-18.90% | 减仓 |
| DDirexion股票ETF信托QQQE |
| 0.79% | — | $284.2万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 西部数据WDC |
| 0.79% | 0.46% | $283.2万 | 4,435股 | $129.6万 | 4,791股 | -356股-7.43% | 减仓 |
 沃尔玛WMT |
| 0.76% | 0.77% | $271.3万 | 2.4万股 | $219.6万 | 1.8万股 | +6,285股+35.57% | 加仓 |
 康宁GLW |
| 0.72% | 0.39% | $257.7万 | 1.0万股 | $111.8万 | 8,223股 | +1,864股+22.67% | 加仓 |
| IiShares安硕信托EEM |
| 0.7% | 0.77% | $250.4万 | 3.7万股 | $218.3万 | 3.8万股 | -1,831股-4.76% | 减仓 |
| AALPS ETF信托AMLP |
| 0.68% | 0.9% | $242.1万 | 4.7万股 | $255.4万 | 4.9万股 | -1,821股-3.75% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.66% | — | $237.0万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
| I景顺交易所交易基金信托XSMO |
| 0.65% | 0.59% | $232.3万 | 2.5万股 | $168.8万 | 2.2万股 | +2,601股+11.71% | 加仓 |
 GE VernovaGEV |
| 0.65% | 0.4% | $231.7万 | 1,972股 | $113.2万 | 1,297股 | +675股+52.04% | 加仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.62% | 0.34% | $220.1万 | 1.1万股 | $95.5万 | 7,763股 | +3,136股+40.40% | 加仓 |
| S道富XLI |
| 0.61% | 0.73% | $218.9万 | 1.2万股 | $206.4万 | 1.3万股 | -945股-7.41% | 减仓 |
 微软MSFT |
| 0.6% | 0.63% | $213.1万 | 5,713股 | $180.3万 | 4,871股 | +842股+17.29% | 加仓 |
| IiShares安硕信托ILF |
| 0.58% | 0.56% | $208.0万 | 6.2万股 | $160.0万 | 4.5万股 | +1.7万股+36.83% | 加仓 |
| RROUNDHILL GENERATIVE AI & TECHNOLOGY ETFCHAT |
| 0.58% | 0.39% | $207.5万 | 2.1万股 | $111.0万 | 1.8万股 | +3,090股+17.22% | 加仓 |
 亚马逊AMZN |
| 0.58% | 0.5% | $207.2万 | 8,694股 | $141.6万 | 6,800股 | +1,894股+27.85% | 加仓 |
 卡特彼勒CAT |
| 0.57% | 0.48% | $204.8万 | 1,923股 | $137.7万 | 1,944股 | -21股-1.08% | 减仓 |
| F第一信托交易所交易基金FTCB |
| 0.57% | — | $203.0万 | 9.7万股 | $0 | 0股 | +9.7万股 | 新买入 |
| SSANDISK COMSNDK |
| 0.57% | — | $202.6万 | 891股 | $0 | 0股 | +891股 | 新买入 |
 DNP SELECT INCOMEDNP |
| 0.54% | 0.66% | $194.3万 | 18.0万股 | $188.7万 | 18.3万股 | -3,194股-1.74% | 减仓 |
 高盛GS |
| 0.54% | 0.41% | $191.4万 | 1,893股 | $116.0万 | 1,371股 | +522股+38.07% | 加仓 |
| F第一信托交易所交易基金IIIFPE |
| 0.53% | — | $190.9万 | 10.7万股 | $0 | 0股 | +10.7万股 | 新买入 |
| B纽约梅隆银行BK |
| 0.53% | 0.24% | $188.7万 | 1.3万股 | $67.7万 | 5,711股 | +7,337股+128.47% | 加仓 |
