| S道富SPYM |
| 2.98% | 3.06% | $4,637.1万 | 52.8万股 | $3,988.9万 | 52.1万股 | +6,502股+1.25% | 加仓 |
 美光科技MU |
| 2.69% | 0.96% | $4,190.1万 | 3.6万股 | $1,255.3万 | 3.7万股 | -857股-2.31% | 减仓 |
| SSPDR道富系列信托SPYG |
| 2.43% | 2.44% | $3,785.0万 | 31.8万股 | $3,182.4万 | 32.5万股 | -6,942股-2.14% | 减仓 |
| IiShares安硕信托IVV |
| 2.42% | 2.69% | $3,757.2万 | 5.0万股 | $3,506.6万 | 5.4万股 | -3,512股-6.54% | 减仓 |
| S道富SPAB |
| 1.74% | 1.87% | $2,704.9万 | 106.0万股 | $2,434.5万 | 95.0万股 | +11.0万股+11.54% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.74% | 1.88% | $2,700.9万 | 26.0万股 | $2,449.0万 | 25.2万股 | +7,908股+3.14% | 加仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 1.47% | 1.57% | $2,293.1万 | 66.9万股 | $2,051.8万 | 61.3万股 | +5.6万股+9.14% | 加仓 |
| I景顺QQQ信托VOO |
| 1.46% | 1.82% | $2,276.9万 | 3.1万股 | $2,372.6万 | 4.1万股 | -1.0万股-24.78% | 减仓 |
 英伟达NVDA |
| 1.44% | 1.56% | $2,240.4万 | 11.2万股 | $2,040.7万 | 11.7万股 | -5,044股-4.31% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.39% | 0.77% | $2,166.1万 | 26.3万股 | $1,009.7万 | 14.2万股 | +12.1万股+85.32% | 加仓 |
 苹果AAPL |
| 1.39% | 1.37% | $2,158.8万 | 7.5万股 | $1,786.7万 | 7.0万股 | +4,206股+5.97% | 加仓 |
| S道富SPYV |
| 1.23% | 1.43% | $1,919.3万 | 31.6万股 | $1,860.0万 | 32.9万股 | -1.3万股-3.96% | 减仓 |
| V先锋领航指数基金VTV |
| 1.1% | 0.8% | $1,717.1万 | 7.9万股 | $1,040.5万 | 5.3万股 | +2.6万股+48.57% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 1.09% | 2.98% | $1,688.3万 | 33.5万股 | $3,890.9万 | 77.3万股 | -43.8万股-56.62% | 减仓 |
 亚马逊AMZN |
| 1.05% | 1% | $1,627.6万 | 6.8万股 | $1,303.6万 | 6.3万股 | +5,694股+9.10% | 加仓 |
| S嘉信策略信托SCHM |
| 1.02% | 1.02% | $1,592.3万 | 43.2万股 | $1,331.3万 | 43.0万股 | +1,860股+0.43% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 1% | 1.21% | $1,559.1万 | 31.3万股 | $1,575.5万 | 31.6万股 | -3,096股-0.98% | 减仓 |
| A美国世纪ETF信托EFV |
| 0.98% | — | $1,523.4万 | 19.7万股 | $0 | 0股 | +19.7万股 | 新买入 |
| I景顺交易所交易基金IISPMO |
| 0.97% | 0.8% | $1,513.2万 | 9.4万股 | $1,042.7万 | 9.3万股 | +663股+0.71% | 加仓 |
 VanEck ETF信托SMH |
| 0.96% | 0.32% | $1,495.8万 | 2.3万股 | $423.4万 | 1.1万股 | +1.2万股+106.50% | 加仓 |
| IiShares安硕信托GJS |
| 0.95% | 0.82% | $1,475.8万 | 64.8万股 | $1,068.1万 | 46.6万股 | +18.2万股+38.96% | 加仓 |
| V先锋领航全球基金VAW |
| 0.94% | 0.65% | $1,464.1万 | 6.4万股 | $843.5万 | 3.7万股 | +2.7万股+70.96% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.94% | 1.41% | $1,459.7万 | 19.3万股 | $1,838.4万 | 24.3万股 | -5.0万股-20.63% | 减仓 |
| V先锋领航全球基金VIS |
| 0.92% | 0.58% | $1,434.5万 | 4.0万股 | $755.6万 | 2.4万股 | +1.6万股+64.47% | 加仓 |
 微软MSFT |
| 0.91% | 1% | $1,411.1万 | 3.8万股 | $1,307.8万 | 3.5万股 | +2,500股+7.08% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.9% | — | $1,395.3万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
| S嘉信策略信托SGVT |
| 0.88% | 0.61% | $1,369.2万 | 13.6万股 | $794.1万 | 7.9万股 | +5.7万股+72.38% | 加仓 |
| IiShares安硕信托EEM |
| 0.86% | 1.1% | $1,333.0万 | 19.5万股 | $1,437.0万 | 25.3万股 | -5.8万股-22.94% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.83% | 1.25% | $1,283.0万 | 4.3万股 | $1,630.4万 | 6.6万股 | -2.3万股-34.97% | 减仓 |
| FFT VEST LAD AUTO CALL BARRIERACYN |
| 0.79% | 0.12% | $1,235.7万 | 59.4万股 | $160.2万 | 7.9万股 | +51.6万股+655.98% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.75% | 0.71% | $1,165.6万 | 24.7万股 | $927.5万 | 23.1万股 | +1.6万股+7.01% | 加仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 0.68% | 0.73% | $1,061.5万 | 17.8万股 | $957.2万 | 16.0万股 | +1.8万股+10.99% | 加仓 |
 特斯拉TSLA |
| 0.65% | 0.61% | $1,010.5万 | 2.4万股 | $790.2万 | 2.1万股 | +2,768股+13.02% | 加仓 |
| IiShares安硕信托STIP |
| 0.64% | 0.69% | $989.4万 | 9.7万股 | $894.0万 | 8.6万股 | +1.0万股+12.05% | 加仓 |
| V先锋领航指数基金VOO |
| 0.63% | 0.6% | $982.5万 | 1.4万股 | $786.2万 | 1.3万股 | +1,149股+8.73% | 加仓 |
| BBITWISE BITCOIN ETF TRBITB |
| 0.62% | 0.7% | $969.0万 | 30.4万股 | $916.4万 | 24.9万股 | +5.5万股+22.17% | 加仓 |
| IiShares安硕信托SGOV |
| 0.61% | 0.62% | $947.5万 | 9.4万股 | $809.9万 | 8.0万股 | +1.4万股+16.97% | 加仓 |
| FFT VEST LAD AUTO CALL BARRIER and RESILIENT INCACYS |
| 0.61% | — | $944.4万 | 46.0万股 | $0 | 0股 | +46.0万股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.57% | 0.6% | $887.9万 | 3.8万股 | $787.7万 | 3.7万股 | +897股+2.45% | 加仓 |
| FFIRST TRUST TACTICAL HIGH YIELD ETFHYLS |
| 0.56% | 0.68% | $867.1万 | 21.3万股 | $886.5万 | 21.9万股 | -5,225股-2.39% | 减仓 |
| IiShares黄金信托IAU |
| 0.55% | 0.72% | $857.1万 | 11.4万股 | $942.7万 | 10.7万股 | +6,580股+6.15% | 加仓 |
| F第一信托交易所交易基金FYC |
| 0.54% | 0.65% | $835.8万 | 6.3万股 | $853.4万 | 7.7万股 | -1.4万股-18.58% | 减仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 0.52% | 0.52% | $803.4万 | 18.0万股 | $683.6万 | 15.3万股 | +2.7万股+17.66% | 加仓 |
| IiShares安硕信托IEFA |
| 0.5% | 0.34% | $781.9万 | 8.1万股 | $447.8万 | 4.9万股 | +3.1万股+63.68% | 加仓 |
| PPacer基金信托COWZ |
| 0.5% | 0.57% | $770.0万 | 12.4万股 | $743.5万 | 11.9万股 | +4,947股+4.16% | 加仓 |
 谷歌AGOOGL |
| 0.49% | 0.46% | $764.9万 | 2.1万股 | $598.5万 | 2.1万股 | +590股+2.83% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.49% | 0.54% | $762.6万 | 1.0万股 | $704.6万 | 1.1万股 | -621股-5.73% | 减仓 |
 CrowdStrikeCRWD |
| 0.49% | 0.32% | $758.9万 | 9,945股 | $417.5万 | 1.1万股 | -750股-7.01% | 减仓 |
| F第一信托交易所交易基金FPX |
| 0.49% | 0.25% | $757.2万 | 3.9万股 | $320.2万 | 2.0万股 | +2.0万股+101.71% | 加仓 |
| F富达Covington信托FBCG |
| 0.48% | 0.4% | $747.4万 | 12.0万股 | $522.8万 | 10.4万股 | +1.6万股+15.36% | 加仓 |
