| S道富SPYV |
| 8.29% | 8.44% | $1.17亿 | 193.1万股 | $1.04亿 | 183.8万股 | +9.3万股+5.09% | 加仓 |
| V先锋领航指数基金VUG |
| 5.17% | 4.87% | $7,324.4万 | 85.0万股 | $6,001.6万 | 13.7万股 | +71.3万股+518.83% | 加仓 |
| IiShares安硕·COREIJH |
| 4.87% | 4.7% | $6,897.9万 | 89.5万股 | $5,795.9万 | 85.8万股 | +3.6万股+4.23% | 加仓 |
| IiShares安硕IEMG |
| 3.56% | 3.28% | $5,035.8万 | 60.8万股 | $4,041.6万 | 57.9万股 | +2.8万股+4.91% | 加仓 |
| IiShares安硕·COREIJR |
| 3.43% | 3.21% | $4,857.1万 | 32.7万股 | $3,959.2万 | 31.8万股 | +9,007股+2.83% | 加仓 |
 苹果AAPL |
| 2.81% | 2.84% | $3,982.6万 | 13.8万股 | $3,504.6万 | 13.8万股 | -455股-0.33% | 减仓 |
| TTORTOISE NORTH AMERICAN PIPELINE ETFTPYP |
| 2.56% | 2.92% | $3,620.6万 | 86.3万股 | $3,601.5万 | 85.0万股 | +1.3万股+1.56% | 加仓 |
| F第一信托交易所交易基金IIIFPE |
| 2.47% | 2.72% | $3,504.0万 | 196.0万股 | $3,347.1万 | 188.6万股 | +7.4万股+3.93% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 2.34% | 2.28% | $3,319.5万 | 54.0万股 | $2,805.0万 | 50.5万股 | +3.5万股+6.91% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 2.17% | 0.96% | $3,070.0万 | 29.8万股 | $1,186.4万 | 11.9万股 | +17.9万股+150.74% | 加仓 |
| IiShares安硕信托IYF |
| 1.91% | 1.97% | $2,702.8万 | 21.2万股 | $2,431.2万 | 20.7万股 | +5,338股+2.58% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.76% | 1.89% | $2,494.3万 | 53.1万股 | $2,324.7万 | 49.4万股 | +3.8万股+7.61% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.48% | 1.41% | $2,094.2万 | 2.8万股 | $1,742.4万 | 2.7万股 | +1,250股+4.67% | 加仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 1.31% | 1.35% | $1,859.7万 | 18.2万股 | $1,659.5万 | 17.6万股 | +6,375股+3.63% | 加仓 |
 摩根大通JPM |
| 1.26% | 1.3% | $1,789.1万 | 5.5万股 | $1,605.6万 | 5.5万股 | +77股+0.14% | 加仓 |
 亚马逊AMZN |
| 1.24% | 1.25% | $1,754.8万 | 7.4万股 | $1,539.1万 | 7.4万股 | -275股-0.37% | 减仓 |
| SSPDR道富系列信托SPYG |
| 1.23% | 1.16% | $1,749.0万 | 14.7万股 | $1,431.1万 | 14.6万股 | +815股+0.56% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 1.21% | 1.34% | $1,717.5万 | 37.3万股 | $1,649.5万 | 35.8万股 | +1.5万股+4.17% | 加仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMD |
| 1.05% | 1.13% | $1,489.0万 | 33.5万股 | $1,396.7万 | 33.0万股 | +5,627股+1.71% | 加仓 |
 谷歌AGOOGL |
| 1.04% | 0.95% | $1,469.5万 | 4.1万股 | $1,166.8万 | 4.1万股 | +542股+1.34% | 加仓 |
| V先锋领航指数基金VOO |
| 1.04% | 0.91% | $1,469.2万 | 2.1万股 | $1,121.6万 | 1.9万股 | +2,621股+13.96% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 1.04% | 1.12% | $1,467.4万 | 29.0万股 | $1,384.7万 | 27.7万股 | +1.3万股+4.58% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.02% | 1.04% | $1,450.0万 | 24.3万股 | $1,286.0万 | 23.8万股 | +4,992股+2.10% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.01% | 1.16% | $1,432.1万 | 25.4万股 | $1,428.9万 | 25.2万股 | +1,452股+0.58% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.95% | 1.97% | $1,344.6万 | 40.4万股 | $2,422.7万 | 63.1万股 | -22.7万股-35.95% | 减仓 |
| C资本集团股息价值CCBG |
| 0.89% | 0.85% | $1,259.0万 | 25.5万股 | $1,042.7万 | 24.5万股 | +1.0万股+4.23% | 加仓 |
| I景顺QQQ信托VOO |
| 0.87% | 0.69% | $1,227.1万 | 1.7万股 | $848.7万 | 1.5万股 | +1,959股+13.32% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.85% | 0.92% | $1,205.1万 | 15.2万股 | $1,134.2万 | 14.3万股 | +9,415股+6.58% | 加仓 |
 微软MSFT |
| 0.82% | 0.89% | $1,164.2万 | 3.1万股 | $1,099.5万 | 3.0万股 | +1,508股+5.08% | 加仓 |
| FFIRST TR EXCH TRADED FD IIIFMNY |
| 0.8% | 0.78% | $1,126.8万 | 41.9万股 | $966.3万 | 36.6万股 | +5.3万股+14.57% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.75% | 0.72% | $1,063.7万 | 12.9万股 | $892.6万 | 2.2万股 | +10.7万股+488.06% | 加仓 |
 英伟达NVDA |
| 0.74% | 0.71% | $1,054.5万 | 5.3万股 | $873.9万 | 5.0万股 | +2,596股+5.18% | 加仓 |
| BBITWISE BITCOIN ETF TRBITB |
| 0.73% | 0.06% | $1,029.8万 | 32.3万股 | $69.3万 | 1.9万股 | +30.4万股+1,616.18% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.72% | 0.68% | $1,016.5万 | 2.9万股 | $833.5万 | 2.9万股 | -287股-0.99% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.7% | 0.72% | $993.4万 | 19.8万股 | $891.1万 | 17.8万股 | +1.9万股+10.85% | 加仓 |
| IiShares安硕信托EFAV |
| 0.7% | 0.82% | $991.3万 | 11.3万股 | $1,007.5万 | 11.0万股 | +2,750股+2.49% | 加仓 |
 REAVES UTIL INCOME FDUTG |
| 0.69% | 0.73% | $972.1万 | 23.9万股 | $904.4万 | 23.0万股 | +8,491股+3.69% | 加仓 |
 特斯拉TSLA |
| 0.68% | 0.67% | $956.4万 | 2.3万股 | $826.5万 | 2.2万股 | +508股+2.28% | 加仓 |
 PALO ALTOPANW |
| 0.67% | 0.35% | $945.9万 | 2.8万股 | $433.5万 | 2.7万股 | +696股+2.57% | 加仓 |
| V先锋领航全球基金VGT |
| 0.65% | 0.5% | $925.7万 | 7.7万股 | $614.4万 | 8,806股 | +6.9万股+779.55% | 加仓 |
| AAMPLIFY ETF TRDIVO |
| 0.6% | 0.67% | $853.4万 | 18.7万股 | $823.0万 | 18.4万股 | +3,238股+1.76% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.59% | 0.59% | $836.6万 | 3.9万股 | $728.5万 | 3.8万股 | +1,362股+3.59% | 加仓 |
 礼来LLY |
| 0.56% | 0.49% | $792.2万 | 6,605股 | $599.3万 | 6,516股 | +89股+1.37% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.54% | 0.31% | $763.5万 | 1.2万股 | $385.2万 | 1.2万股 | +195股+1.66% | 加仓 |
 泛林集团LRCX |
| 0.53% | 0.33% | $756.6万 | 1.7万股 | $404.8万 | 1.9万股 | -1,488股-7.85% | 减仓 |
 博通AVGO |
| 0.52% | 0.49% | $742.8万 | 2.0万股 | $597.9万 | 1.9万股 | +347股+1.80% | 加仓 |
| S道富XLI |
| 0.52% | 0.5% | $730.0万 | 3.9万股 | $617.2万 | 3.8万股 | +1,252股+3.28% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 0.51% | 0.54% | $720.4万 | 8.1万股 | $663.1万 | 8.0万股 | +918股+1.14% | 加仓 |
 埃克森美孚XOM |
| 0.5% | 0.69% | $709.3万 | 5.2万股 | $854.3万 | 5.0万股 | +1,527股+3.03% | 加仓 |
| IiShares安硕信托IVV |
| 0.49% | 0.49% | $693.5万 | 9,261股 | $603.7万 | 9,241股 | +20股+0.22% | 加仓 |
