| G通用动力VTI |
| 12.35% | 12.58% | $1.34亿 | 48.7万股 | $1.39亿 | 48.1万股 | +6,022股+1.25% | 加仓 |
| V先锋领航STAR基金VXUS |
| 7.12% | 6.51% | $7,725.8万 | 124.4万股 | $7,214.2万 | 122.4万股 | +2.0万股+1.63% | 加仓 |
 苹果AAPL |
| 4.97% | 5.61% | $5,395.7万 | 24.3万股 | $6,218.0万 | 24.8万股 | -5,396股-2.17% | 减仓 |
 GOLUB CAP BDCGBDC |
| 4.21% | 4.16% | $4,565.2万 | 301.5万股 | $4,609.5万 | 304.1万股 | -2.5万股-0.83% | 减仓 |
| SSPDR标普500 ETFSPY |
| 4.03% | 4.3% | $4,373.6万 | 7.8万股 | $4,763.3万 | 8.1万股 | -3,088股-3.80% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 3.11% | 3.42% | $3,374.4万 | 9.3万股 | $3,795.0万 | 9.5万股 | -1,051股-1.11% | 减仓 |
 英伟达NVDA |
| 2.53% | 2.93% | $2,739.5万 | 25.3万股 | $3,253.5万 | 24.2万股 | +1.0万股+4.33% | 加仓 |
 微软MSFT |
| 2.17% | 2.32% | $2,359.0万 | 6.3万股 | $2,573.5万 | 6.1万股 | +1,786股+2.93% | 加仓 |
| RRPAR RISK PARITY ETFRPAR |
| 2.15% | 1.77% | $2,332.7万 | 118.5万股 | $1,965.7万 | 105.2万股 | +13.3万股+12.62% | 加仓 |
 亚马逊AMZN |
| 1.47% | 1.61% | $1,592.1万 | 8.4万股 | $1,784.5万 | 8.1万股 | +2,340股+2.88% | 加仓 |
| IiShares安硕信托IWD |
| 1.39% | 1.36% | $1,507.7万 | 8.0万股 | $1,512.8万 | 8.2万股 | -1,589股-1.94% | 减仓 |
| I景顺QQQ信托VOO |
| 1.23% | 1.3% | $1,330.1万 | 2.8万股 | $1,446.5万 | 2.8万股 | +70股+0.25% | 加仓 |
 博通AVGO |
| 1.07% | 1.46% | $1,160.4万 | 6.9万股 | $1,618.6万 | 7.0万股 | -507股-0.73% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1% | 0.89% | $1,085.7万 | 2.0万股 | $987.2万 | 2.2万股 | -1,393股-6.40% | 减仓 |
 谷歌AGOOGL |
| 0.96% | 1.12% | $1,044.1万 | 6.8万股 | $1,244.0万 | 6.6万股 | +1,803股+2.74% | 加仓 |
| V先锋领航指数基金VUG |
| 0.94% | 1.06% | $1,019.6万 | 2.7万股 | $1,171.1万 | 2.9万股 | -1,037股-3.63% | 减仓 |
 摩根大通JPM |
| 0.9% | 0.87% | $976.1万 | 4.0万股 | $965.1万 | 4.0万股 | -472股-1.17% | 减仓 |
 Meta平台META |
| 0.87% | 0.85% | $940.7万 | 1.6万股 | $942.6万 | 1.6万股 | +222股+1.38% | 加仓 |
| NNUVEEN S&P 500 BUY-WRITE |
| 0.83% | 0.87% | $905.4万 | 69.0万股 | $965.4万 | 69.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.82% | 0.77% | $888.0万 | 10.9万股 | $850.8万 | 11.3万股 | -3,864股-3.43% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.76% | 0.94% | $823.4万 | 5.3万股 | $1,043.6万 | 5.5万股 | -2,095股-3.82% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.73% | 0.35% | $792.4万 | 3.8万股 | $385.7万 | 1.7万股 | +2.2万股+131.36% | 加仓 |
| IiShares安硕·COREIJH |
| 0.73% | 0.78% | $792.0万 | 13.6万股 | $867.5万 | 13.9万股 | -3,492股-2.51% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.65% | 0.77% | $703.9万 | 3.5万股 | $851.0万 | 3.9万股 | -3,227股-8.38% | 减仓 |
 财捷INTU |
| 0.62% | 0.6% | $669.6万 | 1.1万股 | $667.0万 | 1.1万股 | +292股+2.75% | 加仓 |
| V先锋领航指数基金VOO |
| 0.6% | 0.61% | $655.1万 | 1.3万股 | $673.0万 | 1.2万股 | +258股+2.07% | 加仓 |
 联合健康UNH |
| 0.58% | 0.59% | $627.8万 | 1.2万股 | $650.0万 | 1.3万股 | -863股-6.72% | 减仓 |
 芝加哥商品交易所CME |
| 0.53% | 0.54% | $571.4万 | 2.2万股 | $601.4万 | 2.6万股 | -4,359股-16.83% | 减仓 |
 AXSOME THERAPEUTICSAXSM |
| 0.52% | 0.47% | $560.3万 | 4.8万股 | $525.8万 | 6.2万股 | -1.4万股-22.69% | 减仓 |
 礼来LLY |
| 0.5% | 0.44% | $542.0万 | 6,563股 | $488.6万 | 6,330股 | +233股+3.68% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.47% | 0.53% | $512.9万 | 2.7万股 | $592.4万 | 2.7万股 | -233股-0.85% | 减仓 |
| IiShares安硕·COREIJR |
| 0.46% | 0.53% | $503.0万 | 4.8万股 | $582.3万 | 5.1万股 | -2,440股-4.83% | 减仓 |
 强生JNJ |
| 0.44% | 0.43% | $478.6万 | 2.9万股 | $481.9万 | 3.3万股 | -4,460股-13.38% | 减仓 |
| V先锋领航·MIDVO |
| 0.44% | 0.45% | $475.3万 | 1.8万股 | $499.1万 | 1.9万股 | -517股-2.74% | 减仓 |
| F第一信托·USTFDN |
| 0.44% | 0.47% | $472.1万 | 2.1万股 | $518.6万 | 2.1万股 | -74股-0.35% | 减仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.41% | 0.02% | $445.0万 | 6.2万股 | $25.9万 | 3,170股 | +5.9万股+1,850.69% | 加仓 |
| IISHARES U.S. INDUSTRIALSETFIYJ |
| 0.41% | 0.41% | $441.0万 | 3.4万股 | $454.2万 | 3.4万股 | -140股-0.41% | 减仓 |
 VisaV |
| 0.39% | 0.33% | $427.5万 | 1.2万股 | $364.0万 | 1.2万股 | +680股+5.90% | 加仓 |
| IiShares安硕信托IWV |
| 0.39% | 0.34% | $422.7万 | 1.3万股 | $380.5万 | 1.1万股 | +1,923股+16.89% | 加仓 |
 家得宝HD |
| 0.38% | 0.38% | $413.5万 | 1.1万股 | $419.1万 | 1.1万股 | +509股+4.72% | 加仓 |
| I景顺交易所交易基金信托PPA |
| 0.38% | 0.36% | $410.8万 | 3.5万股 | $397.4万 | 3.5万股 | +604股+1.74% | 加仓 |
| V先锋领航全球基金VCR |
| 0.38% | 0.43% | $410.6万 | 1.3万股 | $473.7万 | 1.3万股 | -7股-0.06% | 减仓 |
| IiShares安硕信托IVV |
| 0.38% | 0.85% | $409.2万 | 7,282股 | $938.2万 | 1.6万股 | -8,655股-54.31% | 减仓 |
 特斯拉TSLA |
| 0.38% | 0.58% | $406.8万 | 1.6万股 | $639.6万 | 1.6万股 | -141股-0.89% | 减仓 |
| T赛默飞世尔TMO |
| 0.37% | 0.36% | $401.2万 | 8,063股 | $401.5万 | 7,718股 | +345股+4.47% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.36% | 0.35% | $385.1万 | 3.3万股 | $391.1万 | 3.3万股 | -78股-0.23% | 减仓 |
 万事达MA |
| 0.33% | 0.27% | $360.9万 | 6,585股 | $301.4万 | 5,723股 | +862股+15.06% | 加仓 |
 好市多COST |
| 0.33% | 0.32% | $354.7万 | 3,750股 | $358.6万 | 3,913股 | -163股-4.17% | 减仓 |
| V先锋领航指数基金VTV |
| 0.32% | 0.31% | $350.4万 | 2.0万股 | $343.0万 | 2.0万股 | +25股+0.12% | 加仓 |
| IiShares安硕信托IVW |
| 0.3% | 0.33% | $330.1万 | 3.6万股 | $364.1万 | 3.6万股 | -300股-0.84% | 减仓 |
