| IiShares安硕信托IBDT |
| 13.03% | — | $6,645.4万 | 260.4万股 | $0 | 0股 | +260.4万股 | 新买入 |
 谷歌AGOOGL |
| 5.77% | 7.11% | $2,941.7万 | 12.1万股 | $2,137.7万 | 12.1万股 | -295股-0.24% | 减仓 |
| IiShares安硕信托IBMQ |
| 5.76% | 0.13% | $2,935.0万 | 114.5万股 | $40.5万 | 1.6万股 | +112.9万股+7,086.17% | 加仓 |
 苹果AAPL |
| 4.84% | 6.68% | $2,465.8万 | 9.7万股 | $2,009.4万 | 9.8万股 | -1,101股-1.12% | 减仓 |
 联邦快递FDX |
| 4.75% | 7.19% | $2,420.5万 | 10.3万股 | $2,162.6万 | 9.5万股 | +7,508股+7.89% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 3.81% | — | $1,943.0万 | 87.7万股 | $0 | 0股 | +87.7万股 | 新买入 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 3.8% | — | $1,938.8万 | 82.6万股 | $0 | 0股 | +82.6万股 | 新买入 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 3.8% | — | $1,936.3万 | 91.2万股 | $0 | 0股 | +91.2万股 | 新买入 |
 微软MSFT |
| 3.59% | 5.78% | $1,832.4万 | 3.5万股 | $1,738.2万 | 3.5万股 | +431股+1.23% | 加仓 |
 亚马逊AMZN |
| 3.13% | 5.29% | $1,594.3万 | 7.3万股 | $1,591.3万 | 7.3万股 | +79股+0.11% | 加仓 |
| CCONFLUENT CLASS A COM8QR |
| 2.9% | 6.17% | $1,476.3万 | 74.6万股 | $1,855.2万 | 74.4万股 | +1,440股+0.19% | 加仓 |
| I景顺QQQ信托VOO |
| 2.87% | 4.48% | $1,461.5万 | 2.4万股 | $1,348.0万 | 2.4万股 | -93股-0.38% | 减仓 |
| GGlobal X基金PAVE |
| 2.82% | 4.39% | $1,438.7万 | 30.2万股 | $1,322.0万 | 30.3万股 | -1,296股-0.43% | 减仓 |
| I景顺自营指数基金BSCW |
| 2.82% | 3.95% | $1,436.0万 | 68.8万股 | $1,187.8万 | 57.7万股 | +11.1万股+19.27% | 加仓 |
| IiShares安硕·COREIJR |
| 2.61% | 4.08% | $1,331.3万 | 11.2万股 | $1,227.5万 | 11.2万股 | -282股-0.25% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.5% | 3.95% | $1,272.4万 | 21.2万股 | $1,187.0万 | 20.8万股 | +4,152股+1.99% | 加仓 |
| IINNOVATOR ETFS TR EQUITY DEFINED PROTN ETF - 2 YR TO JULY 2027TJUL |
| 2.19% | 3.65% | $1,117.1万 | 38.1万股 | $1,097.2万 | 38.2万股 | -964股-0.25% | 减仓 |
| IiShares安硕信托IBMT |
| 2.07% | — | $1,056.8万 | 40.8万股 | $0 | 0股 | +40.8万股 | 新买入 |
| IiShares安硕信托IBMS |
| 2.04% | 0.14% | $1,042.1万 | 40.0万股 | $40.7万 | 1.6万股 | +38.4万股+2,416.32% | 加仓 |
| IiShares安硕信托IBDS |
| 1.95% | — | $995.0万 | 40.9万股 | $0 | 0股 | +40.9万股 | 新买入 |
| IiShares安硕信托IBMR |
| 1.92% | 0.13% | $977.6万 | 38.3万股 | $40.6万 | 1.6万股 | +36.7万股+2,278.87% | 加仓 |
| IiShares安硕·COREIJH |
| 1.69% | 2.73% | $860.1万 | 13.2万股 | $820.1万 | 13.2万股 | -446股-0.34% | 减仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 1.63% | 2.78% | $833.7万 | 44.3万股 | $836.0万 | 44.7万股 | -3,855股-0.86% | 减仓 |
 黑石集团BX |
| 1.63% | 2.43% | $831.5万 | 4.9万股 | $729.9万 | 4.9万股 | -124股-0.25% | 减仓 |
| IiShares比特币ETFIBIT |
| 1.58% | 2.52% | $804.1万 | 12.4万股 | $758.0万 | 12.4万股 | -134股-0.11% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.51% | 2.38% | $771.2万 | 1.2万股 | $715.2万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBMP |
| 1.16% | 0.13% | $591.9万 | 23.2万股 | $40.3万 | 1.6万股 | +21.6万股+1,361.01% | 加仓 |
| I景顺自营指数基金BSCV |
| 0.92% | 1.55% | $468.0万 | 28.1万股 | $467.0万 | 28.3万股 | -1,937股-0.69% | 减仓 |
| SSPDR道富系列信托BIL |
| 0.89% | 1.49% | $454.0万 | 4.9万股 | $449.2万 | 4.9万股 | +509股+1.04% | 加仓 |
 博通AVGO |
| 0.74% | — | $375.5万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.65% | 0.78% | $331.8万 | 1.4万股 | $234.1万 | 1.3万股 | +423股+3.20% | 加仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.52% | 0.8% | $263.2万 | 5.9万股 | $240.8万 | 5.9万股 | -5股-0.01% | 减仓 |
| IiShares安硕信托IBDR |
| 0.41% | — | $211.3万 | 8.7万股 | $0 | 0股 | +8.7万股 | 新买入 |
| IiShares安硕·RUSSELLIWB |
| 0.3% | 0.47% | $152.8万 | 4,182股 | $142.0万 | 4,182股 | 00.00% | 持仓不变 |
 COINBASE GLOBALCOIN |
| 0.28% | 0.34% | $144.4万 | 4,278股 | $101.0万 | 2,882股 | +1,396股+48.44% | 加仓 |
 阿默普莱斯AMP |
| 0.25% | 0.47% | $129.6万 | 2,638股 | $140.2万 | 2,628股 | +10股+0.38% | 加仓 |
 特斯拉TSLA |
| 0.24% | 0.31% | $123.9万 | 2,785股 | $91.8万 | 2,890股 | -105股-3.63% | 减仓 |
 英伟达NVDA |
| 0.24% | 0.2% | $123.6万 | 6,622股 | $59.2万 | 3,744股 | +2,878股+76.87% | 加仓 |
| IInnovator ETF信托PMAY |
| 0.23% | 0.38% | $118.3万 | 3.0万股 | $114.9万 | 3.0万股 | 00.00% | 持仓不变 |
| AAMPLITUDEAMPL |
| 0.23% | 0.73% | $116.2万 | 10.8万股 | $221.0万 | 17.8万股 | -7.0万股-39.16% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.22% | 0.25% | $112.3万 | 3.4万股 | $74.2万 | 2.4万股 | +1.0万股+43.56% | 加仓 |
| S嘉信·USSCHX |
| 0.22% | 0.34% | $111.6万 | 4.2万股 | $103.5万 | 4.2万股 | -6股-0.01% | 减仓 |
| IiShares安硕信托IVV |
| 0.22% | 0.34% | $111.4万 | 1,664股 | $103.3万 | 1,664股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.21% | 0.26% | $105.9万 | 3,766股 | $79.1万 | 3,617股 | +149股+4.12% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.19% | 0.29% | $96.6万 | 4,030股 | $87.6万 | 4,030股 | 00.00% | 持仓不变 |
| SSAMSARA INC CLASS AIOT |
| 0.18% | 0.21% | $93.6万 | 2.5万股 | $61.9万 | 1.6万股 | +9,570股+61.54% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.17% | 0.27% | $88.5万 | 3.4万股 | $82.6万 | 3.4万股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金FXO |
| 0.17% | 0.27% | $86.0万 | 1.4万股 | $81.1万 | 1.4万股 | 00.00% | 持仓不变 |
| LLISTED FDS TRHLAL |
| 0.17% | 0.25% | $84.7万 | 1.4万股 | $76.4万 | 1.4万股 | +6股+0.04% | 加仓 |
 RobinhoodHOOD |
| 0.16% | 0.15% | $82.5万 | 5,759股 | $46.2万 | 4,931股 | +828股+16.79% | 加仓 |
