| IiShares安硕信托IVV |
| 13.12% | <0.01% | $1,983.3万 | 3.4万股 | $2,884 | 5股 | +3.4万股+673,700.00% | 加仓 |
| G通用动力VTI |
| 10.28% | 11.4% | $1,554.0万 | 5.4万股 | $1,594.4万 | 5.6万股 | -2,686股-4.77% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 8.06% | 0.01% | $1,217.6万 | 5.8万股 | $9,052 | 45股 | +5.8万股+128,471.11% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 7.2% | — | $1,088.0万 | 10.5万股 | $0 | 0股 | +10.5万股 | 新买入 |
| V先锋领航·TOTALBND |
| 6.75% | 7.15% | $1,020.0万 | 14.2万股 | $999.7万 | 13.3万股 | +8,751股+6.57% | 加仓 |
| V先锋领航指数基金VOO |
| 5.79% | 3.29% | $874.7万 | 1.6万股 | $460.4万 | 8,725股 | +7,508股+86.05% | 加仓 |
| I景顺QQQ信托VOO |
| 5.52% | 2.99% | $834.2万 | 1.6万股 | $418.3万 | 8,570股 | +7,747股+90.40% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 4.15% | 4.41% | $627.5万 | 12.5万股 | $616.9万 | 12.2万股 | +2,995股+2.46% | 加仓 |
 AXON ENTERPRISEAXON |
| 3.69% | 2.68% | $557.8万 | 9,385股 | $375.0万 | 9,385股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFGP |
| 3.23% | 2.38% | $488.1万 | 9.2万股 | $332.9万 | 6.0万股 | +3.2万股+52.92% | 加仓 |
| V先锋领航指数基金VTV |
| 2.83% | 2.5% | $427.5万 | 2.5万股 | $349.4万 | 2.0万股 | +5,235股+26.15% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 2.77% | 1.49% | $419.2万 | 14.0万股 | $209.0万 | 6.8万股 | +7.2万股+105.79% | 加仓 |
| V先锋领航全球基金VGT |
| 2.56% | 2.65% | $386.9万 | 6,223股 | $370.5万 | 6,316股 | -93股-1.47% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.42% | 1.91% | $365.4万 | 12.5万股 | $267.7万 | 8.4万股 | +4.1万股+48.55% | 加仓 |
| V先锋领航指数基金VUG |
| 2.08% | 1.16% | $315.1万 | 7,677股 | $162.0万 | 4,220股 | +3,457股+81.92% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.58% | 1.69% | $238.1万 | 6.9万股 | $236.2万 | 6.9万股 | -44股-0.06% | 减仓 |
| V先锋领航全球基金VCR |
| 1.54% | 1.72% | $233.3万 | 6,215股 | $240.9万 | 7,074股 | -859股-12.14% | 减仓 |
| IiShares安硕信托HYG |
| 1.51% | 0.53% | $227.8万 | 2.9万股 | $74.3万 | 9,251股 | +2.0万股+213.09% | 加仓 |
| V先锋领航指数基金VB |
| 1% | 0.6% | $151.1万 | 6,289股 | $83.6万 | 3,525股 | +2,764股+78.41% | 加仓 |
 ON SEMICONDUCTOR COMON |
| 0.88% | 1.2% | $133.7万 | 2.1万股 | $168.2万 | 2.3万股 | -1,966股-8.49% | 减仓 |
 苹果AAPL |
| 0.86% | 0.86% | $129.4万 | 5,166股 | $120.4万 | 5,166股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.8% | 1.3% | $120.3万 | 1.4万股 | $181.5万 | 1.9万股 | -5,129股-27.53% | 减仓 |
 英伟达NVDA |
| 0.76% | 0.72% | $114.8万 | 8,552股 | $101.3万 | 8,340股 | +212股+2.54% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.64% | 0.88% | $96.4万 | 1.7万股 | $122.7万 | 2.2万股 | -4,733股-21.46% | 减仓 |
| V先锋领航全球基金VDC |
| 0.62% | 0.77% | $93.9万 | 4,443股 | $107.7万 | 4,931股 | -488股-9.90% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.61% | 0.79% | $92.0万 | 1.9万股 | $110.0万 | 2.1万股 | -1,587股-7.62% | 减仓 |
| V先锋领航·HEALTHVHT |
| 0.55% | 0.99% | $83.6万 | 3,294股 | $139.2万 | 4,932股 | -1,638股-33.21% | 减仓 |
| DDimensional维度ETF信托DFAU |
| 0.38% | 0.79% | $57.6万 | 1.4万股 | $111.0万 | 2.8万股 | -1.4万股-49.12% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.34% | 1.12% | $51.8万 | 8,794股 | $156.9万 | 2.4万股 | -1.5万股-63.72% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.31% | 0.33% | $46.4万 | 7,129股 | $46.7万 | 7,205股 | -76股-1.05% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.3% | 0.34% | $45.6万 | 6,390股 | $47.2万 | 6,735股 | -345股-5.12% | 减仓 |
| FFS KKR CAPFSK |
| 0.25% | 0.25% | $37.9万 | 1.7万股 | $34.4万 | 1.7万股 | 00.00% | 持仓不变 |
| AARK·ETF TRARKK |
| 0.24% | 0.37% | $36.9万 | 6,497股 | $52.0万 | 1.1万股 | -4,433股-40.56% | 减仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI |
| 0.22% | 0.23% | $32.8万 | 1.3万股 | $32.2万 | 1.3万股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 0.21% | 0.23% | $32.1万 | 2,666股 | $32.4万 | 2,666股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.2% | 0.22% | $30.7万 | 1,831股 | $30.8万 | 1,780股 | +51股+2.87% | 加仓 |
| IiShares安硕·COREIJH |
| 0.16% | 0.14% | $23.9万 | 3,829股 | $19.5万 | 3,134股 | +695股+22.18% | 加仓 |
| AARK·21SHARES BITCOIN ETFARKB |
| 0.15% | 0.02% | $22.8万 | 2,443股 | $2.8万 | 434股 | +2,009股+462.90% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.14% | 0.16% | $21.6万 | 2,150股 | $21.9万 | 2,172股 | -22股-1.01% | 减仓 |
 甲骨文ORCL |
| 0.14% | 0.15% | $21.2万 | 1,272股 | $21.7万 | 1,272股 | 00.00% | 持仓不变 |
| IiShares安硕信托DGRO |
| 0.13% | 0.12% | $18.9万 | 3,087股 | $17.2万 | 2,738股 | +349股+12.75% | 加仓 |
| IiShares安硕信托IEFA |
| 0.13% | 0.14% | $18.9万 | 2,691股 | $20.0万 | 2,560股 | +131股+5.12% | 加仓 |
 微软MSFT |
| 0.12% | 0.14% | $18.7万 | 443股 | $19.1万 | 443股 | 00.00% | 持仓不变 |
| I景顺·S&PRSPU |
| 0.12% | 0.15% | $18.0万 | 2,739股 | $20.7万 | 3,014股 | -275股-9.12% | 减仓 |
 可口可乐KO |
| 0.12% | 0.14% | $17.4万 | 2,796股 | $20.1万 | 2,796股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JPME |
| 0.11% | 0.14% | $17.0万 | 1,654股 | $19.1万 | 1,821股 | -167股-9.17% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.11% | 0.12% | $16.8万 | 5,502股 | $16.4万 | 5,502股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.1% | 0.1% | $15.7万 | 712股 | $14.5万 | 657股 | +55股+8.37% | 加仓 |
 GE航空GE |
| 0.1% | 0.13% | $15.6万 | 936股 | $17.7万 | 936股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPDW |
| 0.1% | 0.12% | $15.2万 | 4,460股 | $16.8万 | 4,460股 | 00.00% | 持仓不变 |
