| AAlphabet Inc Class CGOOG |
| 6.63% | 6.69% | $1,786.4万 | 5.1万股 | $1,486.9万 | 5.2万股 | -1,277股-2.46% | 减仓 |
 苹果AAPL |
| 5.45% | 5.83% | $1,466.5万 | 5.1万股 | $1,296.1万 | 5.1万股 | -387股-0.76% | 减仓 |
 英伟达NVDA |
| 5.34% | 5.88% | $1,437.8万 | 7.2万股 | $1,306.4万 | 7.5万股 | -3,053股-4.08% | 减仓 |
| SSCHWAB PRIME ADVANTAGE MONEY INVESTORSWVXX |
| 5.08% | 5.54% | $1,367.5万 | 1,367.5万股 | $1,230.4万 | 1,230.4万股 | +137.1万股+11.14% | 加仓 |
 亚马逊AMZN |
| 3.94% | 4.26% | $1,060.9万 | 4.5万股 | $946.0万 | 4.5万股 | -909股-2.00% | 减仓 |
 伊顿ETN |
| 3.54% | 3.6% | $952.1万 | 2.2万股 | $799.6万 | 2.2万股 | -13股-0.06% | 减仓 |
 高盛GS |
| 3.24% | 2.93% | $873.4万 | 8,636股 | $650.2万 | 7,686股 | +950股+12.36% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.12% | 3.68% | $841.1万 | 1.7万股 | $816.7万 | 1.7万股 | -234股-1.37% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.58% | 3.23% | $695.5万 | 20.6万股 | $718.5万 | 24.7万股 | -4.1万股-16.68% | 减仓 |
| SSPDR行业精选信托XLF |
| 2.56% | 2.83% | $689.5万 | 12.9万股 | $628.2万 | 12.7万股 | +1,373股+1.08% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 2.5% | 2.75% | $673.4万 | 19.3万股 | $611.4万 | 20.0万股 | -7,027股-3.51% | 减仓 |
| UUS TREASURY BILL26U S T BILL DUE 09/08/26 |
| 2.21% | — | $595.8万 | 600.0万股 | $0 | 0股 | +600.0万股 | 新买入 |
 摩根大通JPM |
| 2.14% | 2.28% | $575.3万 | 1.8万股 | $506.6万 | 1.7万股 | +352股+2.04% | 加仓 |
| S嘉信策略信托SCHM |
| 2.04% | 2.1% | $550.1万 | 14.9万股 | $466.2万 | 15.1万股 | -1,388股-0.92% | 减仓 |
| SSPDR SER TR S&PXSD |
| 1.94% | 1.28% | $523.8万 | 8,398股 | $283.8万 | 8,701股 | -303股-3.48% | 减仓 |
| S嘉信策略信托SCHD |
| 1.83% | 2.13% | $491.6万 | 15.5万股 | $473.9万 | 15.4万股 | +585股+0.38% | 加仓 |
| I景顺QQQ信托VOO |
| 1.79% | 1.75% | $483.0万 | 6,559股 | $389.3万 | 6,744股 | -185股-2.74% | 减仓 |
 RPM INTLRPM |
| 1.58% | 1.72% | $426.3万 | 3.8万股 | $383.0万 | 3.9万股 | -175股-0.45% | 减仓 |
 美国运通AXP |
| 1.54% | 1.55% | $413.7万 | 1.2万股 | $344.3万 | 1.1万股 | +850股+7.47% | 加仓 |
| IiShares安硕信托IWD |
| 1.41% | 1.52% | $380.7万 | 1.6万股 | $337.2万 | 1.6万股 | -75股-0.48% | 减仓 |
 康宁GLW |
| 1.41% | 0.13% | $380.3万 | 1.5万股 | $29.9万 | 2,200股 | +1.3万股+576.73% | 加仓 |
| TTidal·TRUST IIIGRNJ |
| 1.4% | 1.29% | $378.1万 | 12.0万股 | $286.1万 | 11.4万股 | +5,865股+5.13% | 加仓 |
| S嘉信·USSCHA |
| 1.29% | 1.27% | $346.6万 | 9.6万股 | $283.1万 | 9.7万股 | -1,426股-1.46% | 减仓 |
| S嘉信·USSCHX |
| 1.28% | 1.37% | $345.8万 | 11.7万股 | $304.3万 | 11.9万股 | -1,190股-1.00% | 减仓 |
 好市多COST |
| 1.26% | 1.72% | $338.8万 | 3,622股 | $382.2万 | 3,836股 | -214股-5.58% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.25% | 1.6% | $337.3万 | 11.6万股 | $355.1万 | 14.1万股 | -2.5万股-17.69% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.25% | <0.01% | $337.1万 | 1.1万股 | $2,480 | 10股 | +1.1万股+112,100.00% | 加仓 |
| IiShares安硕信托IAI |
| 1.21% | 0.01% | $326.5万 | 1.3万股 | $1.6万 | 100股 | +1.3万股+13,368.00% | 加仓 |
| IiShares安硕信托ITB |
| 1.16% | 0.01% | $313.1万 | 3.0万股 | $1.1万 | 123股 | +3.0万股+24,267.48% | 加仓 |
 礼来LLY |
| 1.14% | 0.3% | $307.4万 | 2,563股 | $66.9万 | 727股 | +1,836股+252.54% | 加仓 |
| UUS TREASURY BILL26U S T BILL DUE 12/10/26 |
| 1.09% | — | $294.9万 | 300.0万股 | $0 | 0股 | +300.0万股 | 新买入 |
| UUnited States Treasury Notes 1.375 08/31/26 08/31/2026 1.375 |
| 1.01% | 0.01% | $271.1万 | 272.2万股 | $2.5万 | 2.5万股 | +269.7万股+10,788.00% | 加仓 |
| IiShares安硕信托IAT |
| 0.99% | 1.01% | $265.3万 | 4.3万股 | $224.9万 | 4.2万股 | +880股+2.11% | 加仓 |
 微软MSFT |
| 0.95% | 0.95% | $254.8万 | 6,830股 | $210.1万 | 5,674股 | +1,156股+20.37% | 加仓 |
| FFUNDSTRAT GRANNYGRNY |
| 0.94% | 0.96% | $253.6万 | 9.2万股 | $212.5万 | 8.9万股 | +2,727股+3.06% | 加仓 |
 GE VernovaGEV |
| 0.93% | 0.09% | $251.7万 | 2,142股 | $19.2万 | 220股 | +1,922股+873.64% | 加仓 |
 VanEck ETF信托SMH |
| 0.89% | 1.41% | $239.3万 | 3,648股 | $313.8万 | 8,184股 | -4,536股-55.43% | 减仓 |
| UUS TREASUR NT 4.5 07/26UST NOTE DUE 07/15/26 |
| 0.86% | 0.02% | $232.8万 | 233.5万股 | $5.0万 | 5.0万股 | +228.5万股+4,570.00% | 加仓 |
| Q高通QCOM |
| 0.78% | 0.68% | $209.0万 | 1.1万股 | $150.5万 | 1.2万股 | -375股-3.21% | 减仓 |
 家得宝HD |
| 0.75% | 0.04% | $202.9万 | 5,752股 | $9.2万 | 280股 | +5,472股+1,954.29% | 加仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.71% | 0.46% | $191.7万 | 2.6万股 | $101.8万 | 1.6万股 | +9,995股+64.00% | 加仓 |
 CHUBB LIMITEDCB |
| 0.71% | 0.1% | $191.6万 | 5,624股 | $22.0万 | 674股 | +4,950股+734.42% | 加仓 |
 思科CSCO |
| 0.69% | 0.61% | $184.7万 | 1.6万股 | $134.5万 | 1.7万股 | -1,614股-9.31% | 减仓 |
| WWARBY PARKERWRBY |
| 0.65% | 0.09% | $174.0万 | 5.7万股 | $20.0万 | 9,498股 | +4.8万股+503.95% | 加仓 |
 AMD超威AMD |
| 0.61% | 0.26% | $164.2万 | 2,826股 | $58.2万 | 2,862股 | -36股-1.26% | 减仓 |
 VisaV |
| 0.56% | 0.6% | $150.6万 | 4,391股 | $132.6万 | 4,386股 | +5股+0.11% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.56% | 0.65% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| UUS TREASURY BILL26U S T BILL DUE 09/10/26 |
| 0.55% | — | $148.9万 | 150.0万股 | $0 | 0股 | +150.0万股 | 新买入 |
| S道富XLI |
| 0.51% | 0.93% | $138.0万 | 7,450股 | $207.1万 | 1.3万股 | -5,354股-41.82% | 减仓 |
| V先锋领航全球基金VIS |
| 0.5% | 0.52% | $134.6万 | 3,735股 | $116.6万 | 3,735股 | 00.00% | 持仓不变 |
