| S嘉信策略信托SCHC |
| 21.78% | 22% | $1.54亿 | 292.1万股 | $1.48亿 | 290.9万股 | +1.2万股+0.42% | 加仓 |
| V先锋领航指数基金VTV |
| 19.47% | 18.83% | $1.38亿 | 63.2万股 | $1.27亿 | 62.4万股 | +8,508股+1.36% | 加仓 |
| V先锋领航指数基金VUG |
| 17.71% | 19.44% | $1.25亿 | 145.5万股 | $1.31亿 | 156.9万股 | -11.4万股-7.29% | 减仓 |
| S嘉信策略信托SCHE |
| 7.4% | 7.59% | $5,236.1万 | 144.4万股 | $5,114.1万 | 143.1万股 | +1.3万股+0.89% | 加仓 |
| H哈特福德·FDS EXCHANGE TRADEDHTRB |
| 6.31% | 6.23% | $4,462.4万 | 132.3万股 | $4,196.4万 | 123.5万股 | +8.7万股+7.08% | 加仓 |
| V先锋领航指数基金VB |
| 6.26% | 6.05% | $4,431.2万 | 14.6万股 | $4,074.7万 | 14.4万股 | +2,493股+1.73% | 加仓 |
| TTHE ALGER ETF TRUSTATFV |
| 6.15% | 5.97% | $4,350.0万 | 105.0万股 | $4,022.0万 | 109.7万股 | -4.7万股-4.28% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 2.2% | 2.32% | $1,555.5万 | 27.5万股 | $1,562.3万 | 27.4万股 | +1,556股+0.57% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.62% | 1.74% | $1,149.4万 | 18.7万股 | $1,172.9万 | 19.9万股 | -1.2万股-5.86% | 减仓 |
| V先锋领航白厅基金VYMI |
| 1.45% | 1.55% | $1,027.4万 | 10.5万股 | $1,042.6万 | 10.7万股 | -2,230股-2.09% | 减仓 |
 特斯拉TSLA |
| 1.02% | 0.98% | $720.5万 | 1.7万股 | $660.1万 | 1.7万股 | -302股-1.73% | 减仓 |
| IiShares安硕信托ITOT |
| 0.99% | — | $704.0万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
 苹果AAPL |
| 0.93% | 0.93% | $657.7万 | 2.3万股 | $626.9万 | 2.3万股 | -696股-2.97% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.81% | 0.72% | $576.8万 | 11.4万股 | $488.5万 | 9.7万股 | +1.7万股+18.12% | 加仓 |
 英伟达NVDA |
| 0.36% | 0.38% | $256.6万 | 1.3万股 | $258.7万 | 1.2万股 | +883股+7.39% | 加仓 |
| MMORGAN STANLEY ETF TRUSTCVLC |
| 0.27% | — | $191.7万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| MMORGAN STANLEY ETF TRUSTCVIE |
| 0.27% | — | $189.8万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.23% | 0.23% | $161.0万 | 3,218股 | $152.9万 | 3,234股 | -16股-0.49% | 减仓 |
 微软MSFT |
| 0.22% | 0.25% | $157.4万 | 4,219股 | $169.7万 | 3,995股 | +224股+5.61% | 加仓 |
 亚马逊AMZN |
| 0.22% | 0.27% | $157.2万 | 6,595股 | $180.1万 | 6,898股 | -303股-4.39% | 减仓 |
 VisaV |
| 0.22% | 0.21% | $154.4万 | 4,502股 | $142.8万 | 4,611股 | -109股-2.36% | 减仓 |
| V先锋领航指数基金VOO |
| 0.15% | 0.14% | $105.3万 | 1,533股 | $95.8万 | 1,457股 | +76股+5.22% | 加仓 |
 FLAHERTY & CRUMRIN PFD & INMFFC |
| 0.15% | 0.15% | $105.0万 | 6.4万股 | $104.4万 | 6.5万股 | -170股-0.26% | 减仓 |
| IiShares安硕RING |
| 0.14% | 0.18% | $102.5万 | 3.3万股 | $121.8万 | 3.3万股 | +504股+1.54% | 加仓 |
| I景顺QQQ信托VOO |
| 0.14% | 0.13% | $97.4万 | 1,322股 | $88.2万 | 1,327股 | -5股-0.38% | 减仓 |
| FFRONTIERULCC |
| 0.12% | 0.08% | $86.6万 | 11.0万股 | $54.0万 | 14.1万股 | -3.1万股-22.06% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.11% | 0.15% | $76.7万 | 2.3万股 | $100.3万 | 2.3万股 | +30股+0.13% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 0.11% | 0.11% | $75.6万 | 1.1万股 | $75.3万 | 1.1万股 | +4股+0.04% | 加仓 |
| IiShares安硕信托AOA |
| 0.11% | 0.11% | $75.1万 | 7,693股 | $75.8万 | 8,042股 | -349股-4.34% | 减仓 |
| G通用动力VTI |
| 0.1% | 0.09% | $71.9万 | 1,943股 | $62.7万 | 1,780股 | +163股+9.16% | 加仓 |
| IiShares安硕ESGE |
| 0.09% | — | $65.5万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| IiShares安硕信托IVV |
| 0.09% | 0.07% | $62.6万 | 836股 | $49.0万 | 682股 | +154股+22.58% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.08% | 0.08% | $58.5万 | 6,381股 | $55.9万 | 6,106股 | +275股+4.50% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.08% | 0.08% | $57.8万 | 774股 | $52.0万 | 727股 | +47股+6.46% | 加仓 |
 谷歌AGOOGL |
| 0.08% | 0.07% | $57.2万 | 1,601股 | $48.1万 | 1,374股 | +227股+16.52% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.08% | 0.07% | $54.6万 | 7,669股 | $49.1万 | 7,213股 | +456股+6.32% | 加仓 |
| IiShares安硕信托AOR |
| 0.08% | 0.08% | $54.5万 | 7,842股 | $53.7万 | 7,947股 | -105股-1.32% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK |
| 0.07% | 0.07% | $50.1万 | 4,488股 | $47.0万 | 4,965股 | -477股-9.61% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.07% | 0.07% | $49.6万 | 6,559股 | $50.0万 | 6,616股 | -57股-0.86% | 减仓 |
| G高盛ETF信托GINC |
| 0.07% | — | $49.5万 | 8,905股 | $0 | 0股 | +8,905股 | 新买入 |
| IiShares安硕信托STIP |
| 0.07% | 0.07% | $47.2万 | 4,616股 | $45.5万 | 4,373股 | +243股+5.56% | 加仓 |
| IiShares安硕信托IVW |
| 0.07% | 0.07% | $46.7万 | 3,393股 | $43.8万 | 3,360股 | +33股+0.98% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.06% | 0.06% | $44.1万 | 2,314股 | $42.8万 | 2,666股 | -352股-13.20% | 减仓 |
| SSPDR黄金信托GLD |
| 0.06% | 0.08% | $44.1万 | 1,196股 | $56.3万 | 1,310股 | -114股-8.70% | 减仓 |
 好市多COST |
| 0.06% | 0.07% | $42.9万 | 458股 | $47.9万 | 480股 | -22股-4.58% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.06% | 0.06% | $41.7万 | 1,180股 | $43.1万 | 1,236股 | -56股-4.53% | 减仓 |
 礼来LLY |
| 0.06% | 0.04% | $41.4万 | 345股 | $28.6万 | 330股 | +15股+4.55% | 加仓 |
 帕兰提尔PLTR |
| 0.06% | 0.07% | $40.6万 | 3,483股 | $45.4万 | 3,175股 | +308股+9.70% | 加仓 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 0.06% | 0.08% | $40.6万 | 2.2万股 | $51.8万 | 2.1万股 | +248股+1.17% | 加仓 |
 沃尔玛WMT |
| 0.06% | 0.07% | $39.4万 | 3,482股 | $44.1万 | 3,457股 | +25股+0.72% | 加仓 |
