| S嘉信策略信托SCHR |
| 13.46% | 15% | $2,217.9万 | 89.9万股 | $2,240.6万 | 89.9万股 | -78股-0.01% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 13.33% | 10.81% | $2,195.7万 | 8.7万股 | $1,615.1万 | 8.9万股 | -1,975股-2.22% | 减仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 8.91% | 9.95% | $1,467.2万 | 30.2万股 | $1,486.9万 | 29.3万股 | +8,813股+3.01% | 加仓 |
| S嘉信策略信托SCHE |
| 7.23% | 6.92% | $1,190.5万 | 32.8万股 | $1,034.4万 | 31.4万股 | +1.4万股+4.58% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 6.15% | 5.6% | $1,013.4万 | 29.9万股 | $836.4万 | 28.7万股 | +1.2万股+4.29% | 加仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 5.1% | 4.97% | $839.4万 | 20.6万股 | $742.3万 | 20.7万股 | -197股-0.10% | 减仓 |
| S嘉信策略信托SCHD |
| 3.98% | 3.89% | $654.8万 | 20.7万股 | $581.3万 | 18.9万股 | +1.7万股+9.00% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 3.52% | 3.54% | $580.1万 | 25.1万股 | $528.6万 | 22.8万股 | +2.3万股+10.17% | 加仓 |
| V先锋领航全球基金VDC |
| 3.32% | 3.56% | $547.6万 | 2.4万股 | $531.7万 | 2.4万股 | +608股+2.57% | 加仓 |
| IiShares安硕信托IYF |
| 2.87% | 2.88% | $473.3万 | 3.7万股 | $430.0万 | 3.7万股 | +578股+1.58% | 加仓 |
| IiShares安硕·U.S. HEALTHCARE ETFIYH |
| 2.83% | 2.98% | $466.3万 | 7.0万股 | $445.8万 | 7.2万股 | -2,749股-3.80% | 减仓 |
 GrindrGRND |
| 2.76% | 2.55% | $454.2万 | 31.6万股 | $381.2万 | 31.5万股 | +800股+0.25% | 加仓 |
| S嘉信策略信托SCHM |
| 2.57% | 2.2% | $422.6万 | 11.5万股 | $329.1万 | 10.6万股 | +8,300股+7.81% | 加仓 |
| G通用动力VTI |
| 2.55% | 2.45% | $419.3万 | 1.1万股 | $366.6万 | 1.1万股 | -96股-0.84% | 减仓 |
| IiShares安硕·GLOBALIXP |
| 1.85% | 2.07% | $304.2万 | 2.7万股 | $309.7万 | 2.7万股 | -3股-0.01% | 减仓 |
| SSPROTT ETF TRUST GOLD MINERS ETFSGDJ |
| 1.65% | 2.1% | $271.5万 | 4.3万股 | $314.1万 | 4.2万股 | +1,588股+3.82% | 加仓 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 1.5% | 2.06% | $247.8万 | 13.1万股 | $307.9万 | 12.6万股 | +5,093股+4.03% | 加仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 1.5% | 1.79% | $246.4万 | 8.2万股 | $267.7万 | 7.6万股 | +6,137股+8.13% | 加仓 |
| S嘉信策略信托SCHF |
| 1.47% | 1.29% | $242.2万 | 8.7万股 | $192.7万 | 7.8万股 | +9,605股+12.34% | 加仓 |
| AALPS ETF信托AMLP |
| 1.35% | 1.43% | $222.8万 | 4.3万股 | $214.2万 | 4.1万股 | +2,265股+5.57% | 加仓 |
| S嘉信·USSCHA |
| 1.14% | 0.95% | $187.9万 | 5.2万股 | $142.1万 | 4.9万股 | +3,150股+6.45% | 加仓 |
 苹果AAPL |
| 0.87% | 0.94% | $143.3万 | 4,953股 | $141.0万 | 5,557股 | -604股-10.87% | 减仓 |
 英伟达NVDA |
| 0.73% | 0.7% | $119.7万 | 5,980股 | $105.1万 | 6,024股 | -44股-0.73% | 减仓 |
 雷神技术RTX |
| 0.53% | 0.6% | $87.7万 | 4,623股 | $89.2万 | 4,623股 | 00.00% | 持仓不变 |
 自由港麦克莫兰FCX |
| 0.53% | 0.46% | $86.8万 | 1.4万股 | $68.1万 | 1.2万股 | +2,221股+19.18% | 加仓 |
 摩根大通JPM |
| 0.52% | 0.52% | $86.2万 | 2,633股 | $77.0万 | 2,616股 | +17股+0.65% | 加仓 |
 SPROTT PHYSICAL PLATINUMPAL ETVSPPP |
| 0.48% | 0.56% | $78.7万 | 6.3万股 | $83.1万 | 5.4万股 | +9,719股+18.16% | 加仓 |
| HHEALTHEQUITYHQY |
| 0.48% | 0.49% | $78.5万 | 8,690股 | $72.6万 | 8,690股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.35% | 0.39% | $58.3万 | 780股 | $58.3万 | 896股 | -116股-12.95% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.35% | 0.37% | $57.2万 | 2.4万股 | $54.6万 | 2.3万股 | +1,205股+5.35% | 加仓 |
 可口可乐KO |
| 0.32% | 0.31% | $52.1万 | 6,413股 | $46.6万 | 6,129股 | +284股+4.63% | 加仓 |
 雪佛龙CVX |
| 0.31% | 0.43% | $51.3万 | 3,097股 | $64.2万 | 3,103股 | -6股-0.19% | 减仓 |
 达美航空DAL |
| 0.29% | 0.26% | $48.2万 | 5,143股 | $38.3万 | 5,758股 | -615股-10.68% | 减仓 |
 埃克森美孚XOM |
| 0.29% | 0.36% | $47.2万 | 3,448股 | $54.2万 | 3,195股 | +253股+7.92% | 加仓 |
| BBANK OF AMERBAC |
| 0.28% | 0.27% | $45.9万 | 8,062股 | $40.5万 | 8,317股 | -255股-3.07% | 减仓 |
 GE航空GE |
| 0.26% | 0.21% | $42.0万 | 1,125股 | $31.9万 | 1,125股 | 00.00% | 持仓不变 |
| IiShares安硕信托IDV |
| 0.24% | 0.2% | $39.8万 | 9,600股 | $29.2万 | 6,850股 | +2,750股+40.15% | 加仓 |
 AON SHS CL AAON |
| 0.24% | 0.26% | $39.8万 | 1,199股 | $38.7万 | 1,199股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.24% | 0.23% | $39.5万 | 1,405股 | $34.1万 | 1,405股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.22% | 0.22% | $35.6万 | 1,008股 | $32.8万 | 998股 | +10股+1.00% | 加仓 |
 GE VernovaGEV |
| 0.21% | 0.18% | $35.2万 | 300股 | $26.2万 | 300股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.21% | — | $34.2万 | 1,148股 | $0 | 0股 | +1,148股 | 新买入 |
 亚马逊AMZN |
| 0.21% | 0.2% | $34.0万 | 1,427股 | $29.6万 | 1,419股 | +8股+0.56% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 0.2% | 0.22% | $32.9万 | 2,810股 | $32.7万 | 2,809股 | +1股+0.04% | 加仓 |
 美国运通AXP |
| 0.19% | 0.19% | $32.0万 | 946股 | $28.6万 | 945股 | +1股+0.11% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.19% | 0.21% | $31.6万 | 3,828股 | $31.7万 | 3,828股 | 00.00% | 持仓不变 |
 波音BA |
| 0.19% | — | $30.8万 | 1,425股 | $0 | 0股 | +1,425股 | 新买入 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.18% | 0.17% | $29.5万 | 1.0万股 | $25.6万 | 1.0万股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.18% | 0.19% | $28.9万 | 3,501股 | $28.8万 | 3,611股 | -110股-3.05% | 减仓 |
| PPLUG PWRPLUG |
| 0.17% | 0.16% | $28.5万 | 10.5万股 | $23.7万 | 10.5万股 | 00.00% | 持仓不变 |
