| IiShares安硕信托IVV |
| 19.71% | 19.75% | $3,813.7万 | 5.1万股 | $3,502.2万 | 5.1万股 | -321股-0.63% | 减仓 |
| C资本集团成长ETFCGGR |
| 7.33% | 7.06% | $1,417.9万 | 30.5万股 | $1,252.3万 | 29.8万股 | +6,765股+2.27% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 5.86% | 6.13% | $1,133.0万 | 28.8万股 | $1,086.8万 | 27.3万股 | +1.5万股+5.48% | 加仓 |
| IiShares安硕·COREIJR |
| 3.98% | 3.9% | $769.1万 | 5.3万股 | $692.4万 | 5.3万股 | -450股-0.85% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 2.77% | 2.96% | $535.5万 | 5.7万股 | $524.8万 | 5.5万股 | +1,905股+3.46% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 2.6% | 2.2% | $502.7万 | 6.3万股 | $390.5万 | 5.4万股 | +8,966股+16.68% | 加仓 |
| IiShares安硕信托TLT |
| 2.51% | 2.69% | $484.7万 | 5.7万股 | $477.4万 | 5.5万股 | +1,623股+2.95% | 加仓 |
| PPUTNAM ETF TRUSTPVAL |
| 2.49% | 1.76% | $480.9万 | 9.3万股 | $311.6万 | 6.5万股 | +2.8万股+43.78% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.95% | 1.84% | $376.5万 | 1.5万股 | $325.5万 | 1.5万股 | +10股+0.07% | 加仓 |
| IINV QQQ ETF |
| 1.83% | — | $353.5万 | 4,961股 | $0 | 0股 | +4,961股 | 新买入 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 1.66% | 1.59% | $321.0万 | 2.9万股 | $281.7万 | 2.9万股 | -284股-0.97% | 减仓 |
| IiShares安硕·COREIJH |
| 1.65% | 1.67% | $318.8万 | 4.2万股 | $296.2万 | 4.2万股 | -16股-0.04% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.63% | 1.64% | $316.1万 | 2.2万股 | $291.2万 | 2.2万股 | -47股-0.21% | 减仓 |
 苹果AAPL |
| 1.54% | 1.28% | $298.5万 | 9,671股 | $227.9万 | 8,748股 | +923股+10.55% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 1.45% | 1.26% | $280.9万 | 1.2万股 | $223.4万 | 1.2万股 | +2股+0.02% | 加仓 |
| KKRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETFIVOL |
| 1.36% | 1.54% | $262.7万 | 15.1万股 | $273.3万 | 14.7万股 | +3,749股+2.54% | 加仓 |
 特斯拉TSLA |
| 1.15% | 0.99% | $222.7万 | 5,660股 | $175.9万 | 5,089股 | +571股+11.22% | 加仓 |
| J骏利Detroit策略信托VNLA |
| 1.14% | 1.11% | $220.9万 | 4.5万股 | $196.1万 | 4.0万股 | +5,117股+12.78% | 加仓 |
 英伟达NVDA |
| 1.04% | 1.04% | $201.6万 | 1.0万股 | $184.7万 | 1.0万股 | +302股+3.01% | 加仓 |
 VALERO ENERGY COMVLO |
| 1.01% | 0.97% | $194.8万 | 7,274股 | $171.4万 | 7,290股 | -16股-0.22% | 减仓 |
| IiShares安硕·MSCI EUROZONE ETFEZU |
| 0.99% | 1.03% | $192.4万 | 2.8万股 | $183.4万 | 2.8万股 | +151股+0.55% | 加仓 |
| F富达Covington信托FDVV |
| 0.95% | 0.96% | $184.1万 | 3.0万股 | $170.9万 | 3.0万股 | +249股+0.84% | 加仓 |
| GGLOBAL X SILVER MINERS ETFSIL |
| 0.89% | 1.08% | $173.1万 | 2.2万股 | $191.0万 | 2.0万股 | +1,621股+8.12% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 0.86% | 0.85% | $166.0万 | 3.8万股 | $151.1万 | 3.6万股 | +2,128股+5.86% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.82% | 1.31% | $158.6万 | 3,124股 | $231.8万 | 4,778股 | -1,654股-34.62% | 减仓 |
| IiShares安硕信托USMV |
| 0.81% | 0.9% | $155.9万 | 1.6万股 | $158.9万 | 1.7万股 | -1,004股-5.93% | 减仓 |
| IISHARES U.S. ENERGY ETFIYE |
| 0.75% | 0.88% | $145.8万 | 2.6万股 | $156.4万 | 2.6万股 | -18股-0.07% | 减仓 |
 亚马逊AMZN |
| 0.74% | 0.83% | $142.5万 | 5,872股 | $147.8万 | 6,325股 | -453股-7.16% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.73% | 0.75% | $141.4万 | 1.2万股 | $133.9万 | 3,008股 | +8,666股+288.10% | 加仓 |
| IiShares黄金信托IAU |
| 0.72% | 0.91% | $139.8万 | 1.8万股 | $161.8万 | 1.8万股 | 00.00% | 持仓不变 |
| F第一信托·UST DORSEY WRIGHT FOCUS 5 ETFFV |
| 0.69% | 0.66% | $133.6万 | 1.8万股 | $117.1万 | 1.9万股 | -154股-0.83% | 减仓 |
| F第一信托交易所交易基金FXO |
| 0.69% | 0.69% | $133.2万 | 2.1万股 | $122.3万 | 2.1万股 | +1股+0.00% | 加仓 |
| I景顺自营指数基金BSCQ |
| 0.69% | 0.75% | $133.2万 | 6.8万股 | $133.2万 | 6.8万股 | +40股+0.06% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 0.68% | 0.74% | $131.0万 | 2.6万股 | $131.1万 | 2.6万股 | 00.00% | 持仓不变 |
| PProShares信托EFZUSD |
| 0.67% | 0.73% | $129.8万 | 5.7万股 | $128.8万 | 10.8万股 | -5.1万股-47.39% | 减仓 |
| PProShares信托SH |
| 0.63% | 0.72% | $121.8万 | 3.7万股 | $127.0万 | 3.5万股 | +1,775股+5.07% | 加仓 |
| PProShares信托PSQ |
| 0.58% | 0.71% | $112.9万 | 4.4万股 | $126.3万 | 4.1万股 | +2,147股+5.18% | 加仓 |
 微软MSFT |
| 0.58% | 0.61% | $112.7万 | 2,887股 | $107.4万 | 2,877股 | +10股+0.35% | 加仓 |
 埃克森美孚XOM |
| 0.56% | 0.7% | $108.5万 | 7,912股 | $123.4万 | 7,956股 | -44股-0.55% | 减仓 |
 Meta平台META |
| 0.56% | 0.65% | $108.3万 | 1,857股 | $115.1万 | 1,832股 | +25股+1.36% | 加仓 |
 雪佛龙CVX |
| 0.54% | 0.61% | $105.3万 | 6,223股 | $108.2万 | 5,686股 | +537股+9.44% | 加仓 |
| NNEWMARKETNEU |
| 0.51% | 0.45% | $98.4万 | 1,251股 | $79.4万 | 1,251股 | 00.00% | 持仓不变 |
| IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ |
| 0.5% | 0.55% | $96.5万 | 4.2万股 | $97.7万 | 4.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.49% | 0.49% | $93.9万 | 6,016股 | $87.3万 | 6,016股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.47% | 0.55% | $90.3万 | 6,258股 | $97.1万 | 6,166股 | +92股+1.49% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.45% | 0.44% | $87.8万 | 2,951股 | $77.3万 | 2,951股 | 00.00% | 持仓不变 |
| FFIRST TRUST NASDAQ SEMICONDUCTOR ETFFTXL |
| 0.43% | 0.32% | $83.0万 | 3,316股 | $56.7万 | 3,316股 | 00.00% | 持仓不变 |
 HUNTINGTON BANCSHARES COMHBAN |
| 0.43% | 0.44% | $82.8万 | 4.6万股 | $78.7万 | 4.7万股 | -1,076股-2.27% | 减仓 |
 谷歌AGOOGL |
| 0.41% | 0.39% | $78.6万 | 2,185股 | $69.6万 | 2,185股 | 00.00% | 持仓不变 |
| WWISDOMTREE TR WISDOMTREE US VAWTV |
| 0.4% | — | $77.8万 | 7,547股 | $0 | 0股 | +7,547股 | 新买入 |
