| SSPDR道富系列信托SPTM |
| 35.24% | 24.67% | $2.04亿 | 224.4万股 | $1.21亿 | 153.3万股 | +71.1万股+46.41% | 加仓 |
| IiShares安硕信托AGG |
| 6.03% | 14.06% | $3,487.2万 | 35.2万股 | $6,903.5万 | 69.5万股 | -34.3万股-49.34% | 减仓 |
| WWISDOMTREE U.S. EFFICIENT CORE FUNDNTSX |
| 5.29% | 5.4% | $3,060.0万 | 51.8万股 | $2,651.1万 | 50.8万股 | +9,843股+1.94% | 加仓 |
| V先锋领航STAR基金VXUS |
| 4.95% | 5.08% | $2,861.4万 | 33.5万股 | $2,495.5万 | 32.4万股 | +1.1万股+3.42% | 加仓 |
| TTidal·TRUST IIRSSB |
| 2.3% | 2.37% | $1,330.7万 | 43.3万股 | $1,161.5万 | 42.7万股 | +5,711股+1.34% | 加仓 |
| G通用动力VTI |
| 2.26% | 2.55% | $1,305.1万 | 3.5万股 | $1,252.9万 | 3.9万股 | -3,784股-9.69% | 减仓 |
| WWISDOMTREE INTERNATIONAL EFFICIENT CORE FUNDNTSI |
| 2.08% | 2.13% | $1,204.6万 | 25.9万股 | $1,046.5万 | 23.8万股 | +2.1万股+8.71% | 加仓 |
| IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF |
| 1.78% | 1.95% | $1,027.5万 | 33.6万股 | $955.5万 | 31.7万股 | +1.9万股+5.92% | 加仓 |
| IiShares安硕信托MTUM |
| 1.56% | 1.24% | $904.0万 | 2.6万股 | $609.7万 | 2.5万股 | +965股+3.80% | 加仓 |
| IiShares安硕信托DGRO |
| 1.51% | 1.56% | $873.8万 | 11.5万股 | $767.3万 | 10.9万股 | +5,964股+5.46% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 1.43% | 1.1% | $824.4万 | 5.1万股 | $541.9万 | 4.8万股 | +2,696股+5.58% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.27% | 1.57% | $733.6万 | 8.0万股 | $771.0万 | 8.4万股 | -4,088股-4.86% | 减仓 |
| SSPDR道富系列信托MMTM |
| 1.17% | 1.24% | $674.8万 | 2.2万股 | $609.1万 | 2.2万股 | -178股-0.82% | 减仓 |
| V先锋领航指数基金VOO |
| 1.15% | 0.28% | $665.0万 | 9,682股 | $139.5万 | 2,334股 | +7,348股+314.82% | 加仓 |
| SSIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETFSPBC |
| 1.07% | 1.08% | $617.9万 | 13.1万股 | $528.9万 | 12.7万股 | +3,742股+2.94% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.94% | 1.04% | $541.9万 | 1.1万股 | $513.0万 | 1.1万股 | +124股+1.16% | 加仓 |
| RRETURN STACKED U.S. STOCKS & MANAGED FUTURESETFRSST |
| 0.88% | 0.85% | $509.4万 | 15.6万股 | $419.6万 | 14.8万股 | +7,460股+5.03% | 加仓 |
 联合太平洋铁路UNP |
| 0.86% | 0.9% | $498.2万 | 1.8万股 | $444.4万 | 1.8万股 | -2股-0.01% | 减仓 |
| I景顺自营指数基金IUS |
| 0.86% | 0.88% | $497.3万 | 7.6万股 | $431.8万 | 7.5万股 | +1,268股+1.70% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.84% | 0.85% | $486.6万 | 5.8万股 | $419.7万 | 5.6万股 | +2,221股+3.97% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.77% | 0.81% | $442.6万 | 5.8万股 | $397.8万 | 5.2万股 | +6,167股+11.96% | 加仓 |
| I景顺·S&PIDMO |
| 0.71% | 0.73% | $413.3万 | 6.9万股 | $360.2万 | 6.6万股 | +2,877股+4.38% | 加仓 |
| DDimensional维度ETF信托DFGP |
| 0.71% | 0.72% | $409.1万 | 7.5万股 | $354.3万 | 6.6万股 | +9,511股+14.49% | 加仓 |
| SSPDR黄金信托GLD |
| 0.71% | 0.98% | $408.2万 | 1.1万股 | $481.8万 | 1.1万股 | -115股-1.03% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.66% | 0.93% | $383.5万 | 4.7万股 | $458.6万 | 5.8万股 | -1.2万股-20.30% | 减仓 |
| PPUTNAM ETF TRUSTPGRO |
| 0.61% | 0.61% | $353.3万 | 7.4万股 | $301.0万 | 7.5万股 | -588股-0.79% | 减仓 |
| PProShares信托SSO |
| 0.6% | 0.53% | $345.3万 | 5.1万股 | $259.7万 | 5.0万股 | +1,192股+2.38% | 加仓 |
| AADVISORSHARES TRQPX |
| 0.55% | 0.56% | $318.6万 | 6.5万股 | $274.1万 | 6.5万股 | +475股+0.73% | 加仓 |
| IiShares安硕信托IQLT |
| 0.55% | 0.6% | $316.5万 | 6.4万股 | $292.6万 | 6.3万股 | +580股+0.92% | 加仓 |
| IiShares安硕信托GVI |
| 0.54% | 0.52% | $313.0万 | 2.9万股 | $257.5万 | 2.4万股 | +4,822股+19.88% | 加仓 |
 微软MSFT |
| 0.53% | 0.57% | $304.8万 | 8,170股 | $278.1万 | 7,513股 | +657股+8.74% | 加仓 |
| V先锋领航市政债券基金VSDM |
| 0.51% | 0.51% | $293.2万 | 3.8万股 | $248.4万 | 3.3万股 | +5,690股+17.47% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.5% | 0.48% | $288.1万 | 8,153股 | $234.1万 | 8,160股 | -7股-0.09% | 减仓 |
| IiShares安硕信托IUSB |
| 0.49% | 0.54% | $284.6万 | 6.2万股 | $267.1万 | 5.8万股 | +3,843股+6.65% | 加仓 |
| V先锋领航指数基金VXF |
| 0.48% | 0.35% | $278.0万 | 1.1万股 | $172.9万 | 8,402股 | +2,888股+34.37% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.48% | 0.53% | $274.6万 | 6.0万股 | $259.3万 | 5.7万股 | +3,544股+6.24% | 加仓 |
| I景顺QQQ信托VOO |
| 0.46% | 0.41% | $266.1万 | 3,614股 | $199.3万 | 3,453股 | +161股+4.66% | 加仓 |
 苹果AAPL |
| 0.46% | 0.63% | $264.0万 | 9,125股 | $311.5万 | 1.2万股 | -3,150股-25.66% | 减仓 |
| WWisdomTree信托NTSE |
| 0.45% | 0.42% | $257.8万 | 5.3万股 | $204.1万 | 5.1万股 | +1,696股+3.30% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.43% | 0.42% | $246.6万 | 2.6万股 | $205.0万 | 2.3万股 | +3,229股+13.93% | 加仓 |
| IiShares安硕信托ICSH |
| 0.41% | 0.52% | $238.9万 | 4.7万股 | $254.1万 | 5.0万股 | -3,007股-5.99% | 减仓 |
 亚马逊AMZN |
| 0.41% | 0.19% | $238.0万 | 9,984股 | $95.1万 | 4,564股 | +5,420股+118.76% | 加仓 |
| SSIMPLIFY US EQUITY PLUS MANAGED FUTURES STRATEGY ETFCTAP |
| 0.4% | 0.42% | $232.3万 | 8.8万股 | $205.7万 | 7.7万股 | +1.1万股+14.50% | 加仓 |
| IiShares安硕信托IMTM |
| 0.38% | 0.38% | $218.2万 | 4.1万股 | $187.2万 | 3.9万股 | +1,928股+4.94% | 加仓 |
| V先锋领航斯科茨代尔基金BNDW |
| 0.37% | 0.44% | $213.5万 | 3.1万股 | $214.8万 | 3.1万股 | -280股-0.89% | 减仓 |
 台积电TSM |
| 0.37% | 0.05% | $212.5万 | 4,449股 | $25.7万 | 759股 | +3,690股+486.17% | 加仓 |
 沃尔玛WMT |
| 0.36% | 0.52% | $208.8万 | 1.8万股 | $253.9万 | 2.0万股 | -1,994股-9.76% | 减仓 |
 VisaV |
| 0.36% | 0.34% | $205.6万 | 5,991股 | $165.9万 | 5,488股 | +503股+9.17% | 加仓 |
 Meta平台META |
| 0.35% | 0.13% | $203.4万 | 3,611股 | $65.8万 | 1,150股 | +2,461股+214.00% | 加仓 |
| C资本集团股息价值CCBG |
| 0.35% | 0.32% | $201.2万 | 4.1万股 | $156.4万 | 3.7万股 | +4,055股+11.03% | 加仓 |
