| G通用动力VTI |
| 20.17% | 19.72% | $3,338.0万 | 9.0万股 | $2,892.8万 | 9.0万股 | +35股+0.04% | 加仓 |
| FFIDELITY FUNDAMENTAL SMALL-MID CAP ETFFFSM |
| 9.66% | 9.05% | $1,598.8万 | 41.8万股 | $1,326.7万 | 41.5万股 | +3,195股+0.77% | 加仓 |
| IiShares安硕信托DGRO |
| 9.46% | 9.52% | $1,566.3万 | 20.7万股 | $1,396.3万 | 19.9万股 | +7,706股+3.87% | 加仓 |
| S嘉信策略信托SCHF |
| 4.61% | 3.87% | $762.7万 | 27.5万股 | $567.1万 | 22.9万股 | +4.6万股+20.17% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 4.1% | 3.12% | $678.0万 | 14.4万股 | $457.5万 | 9.7万股 | +4.7万股+48.62% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.78% | 3.72% | $626.3万 | 6.1万股 | $545.5万 | 5.5万股 | +6,153股+11.26% | 加仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 2.72% | 3.25% | $450.2万 | 14.9万股 | $476.8万 | 13.5万股 | +1.5万股+10.90% | 加仓 |
| PProShares信托REGL |
| 2.11% | 2.32% | $348.9万 | 3.8万股 | $339.8万 | 3.9万股 | -1,231股-3.13% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 1.76% | 2.17% | $290.8万 | 6.6万股 | $317.8万 | 8.2万股 | -1.6万股-19.85% | 减仓 |
| SSPDR行业精选信托XLU |
| 1.66% | 1.91% | $275.3万 | 6.1万股 | $280.9万 | 6.1万股 | -480股-0.78% | 减仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 1.57% | 2.53% | $260.6万 | 11.4万股 | $371.4万 | 16.2万股 | -4.8万股-29.76% | 减仓 |
| IiShares安硕信托HDV |
| 1.51% | 2% | $249.9万 | 9.1万股 | $293.4万 | 2.2万股 | +7.0万股+321.87% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 1.4% | 1.55% | $232.1万 | 4.7万股 | $226.6万 | 4.6万股 | +1,133股+2.49% | 加仓 |
| IiShares安硕信托IBTH |
| 1.39% | 1.31% | $229.7万 | 10.3万股 | $192.3万 | 8.6万股 | +1.7万股+19.77% | 加仓 |
 惠顿贵金属WPM |
| 1.36% | 2.13% | $225.1万 | 2.0万股 | $312.2万 | 2.4万股 | -3,795股-15.92% | 减仓 |
| IiShares安硕信托ITOT |
| 1.18% | 1.24% | $195.3万 | 1.2万股 | $181.2万 | 1.3万股 | -836股-6.57% | 减仓 |
 微软MSFT |
| 1.16% | 1.46% | $191.9万 | 5,146股 | $214.7万 | 5,800股 | -654股-11.28% | 减仓 |
| C资本集团股息价值CCBG |
| 1.14% | 1.09% | $188.9万 | 3.8万股 | $160.1万 | 3.8万股 | +709股+1.88% | 加仓 |
| CCAPITAL GRP SHRT DURATION INC ETFCGSD |
| 1.12% | — | $186.0万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
| IiShares安硕·COREIJH |
| 1.04% | 1.24% | $172.8万 | 2.2万股 | $181.4万 | 2.7万股 | -4,453股-16.57% | 减仓 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 0.99% | 0.93% | $164.7万 | 4.8万股 | $136.2万 | 4.6万股 | +1,361股+2.95% | 加仓 |
| IiShares安硕信托IBTI |
| 0.86% | 0.78% | $142.2万 | 6.4万股 | $113.7万 | 5.1万股 | +1.3万股+25.94% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.86% | 0.86% | $142.1万 | 6,004股 | $126.5万 | 5,883股 | +121股+2.06% | 加仓 |
| IiShares安硕信托PFF |
| 0.8% | 0.73% | $132.5万 | 4.3万股 | $106.9万 | 3.5万股 | +8,205股+23.26% | 加仓 |
 纽蒙特NEM |
| 0.8% | 1.05% | $132.0万 | 1.4万股 | $154.6万 | 1.4万股 | -147股-1.03% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.76% | — | $125.8万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| PPacer基金信托COWZ |
| 0.76% | 0.7% | $125.0万 | 2.0万股 | $102.5万 | 1.6万股 | +3,701股+22.58% | 加仓 |
 埃克森美孚XOM |
| 0.75% | 1.11% | $123.3万 | 9,020股 | $162.9万 | 9,603股 | -583股-6.07% | 减仓 |
| F富达Covington信托FBCG |
| 0.74% | 0.64% | $123.0万 | 2.0万股 | $94.1万 | 1.9万股 | +1,036股+5.52% | 加仓 |
| IiShares安硕·COREIJR |
| 0.74% | 0.85% | $122.1万 | 8,235股 | $124.5万 | 1.0万股 | -1,779股-17.77% | 减仓 |
| C资本集团成长ETFCGGR |
| 0.73% | 0.71% | $121.4万 | 2.6万股 | $104.0万 | 2.6万股 | -155股-0.60% | 减仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 0.73% | 0.68% | $120.6万 | 2.7万股 | $100.3万 | 2.6万股 | +1,006股+3.85% | 加仓 |
 雷神技术RTX |
| 0.7% | 0.79% | $115.2万 | 6,074股 | $116.2万 | 6,022股 | +52股+0.86% | 加仓 |
 QUANTA SVCSPWR |
| 0.61% | 0.54% | $101.4万 | 1,409股 | $79.5万 | 1,449股 | -40股-2.76% | 减仓 |
| IiShares安硕信托USMV |
| 0.57% | 0.62% | $94.3万 | 9,775股 | $91.4万 | 9,851股 | -76股-0.77% | 减仓 |
 ILLINOIS TOOLITW |
| 0.55% | 0.55% | $91.8万 | 3,394股 | $80.1万 | 3,078股 | +316股+10.27% | 加仓 |
| IiShares安硕信托IBDS |
| 0.55% | 0.55% | $90.8万 | 3.8万股 | $81.2万 | 3.3万股 | +4,017股+11.99% | 加仓 |
| IiShares安硕信托IBDT |
| 0.54% | 0.46% | $88.8万 | 3.5万股 | $68.0万 | 2.7万股 | +8,321股+30.99% | 加仓 |
 苹果AAPL |
| 0.51% | 0.54% | $84.8万 | 2,931股 | $78.6万 | 3,097股 | -166股-5.36% | 减仓 |
 英伟达NVDA |
| 0.48% | 0.51% | $79.7万 | 3,985股 | $74.8万 | 4,290股 | -305股-7.11% | 减仓 |
| IiShares安硕信托IDV |
| 0.48% | 0.61% | $79.5万 | 1.9万股 | $89.3万 | 2.1万股 | -1,789股-8.52% | 减仓 |
| PProShares信托NOBL |
| 0.47% | 0.54% | $78.2万 | 1.4万股 | $78.6万 | 7,410股 | +6,507股+87.81% | 加仓 |
| IiShares安硕信托IBTJ |
| 0.47% | 0.4% | $77.2万 | 3.6万股 | $58.1万 | 2.7万股 | +9,034股+33.96% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.42% | 0.55% | $69.4万 | 7,195股 | $80.1万 | 9,036股 | -1,841股-20.37% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.4% | 0.45% | $65.8万 | 1.4万股 | $65.6万 | 1.4万股 | +76股+0.53% | 加仓 |
 强生JNJ |
| 0.39% | 0.44% | $65.3万 | 2,571股 | $64.2万 | 2,628股 | -57股-2.17% | 减仓 |
 卡特彼勒CAT |
| 0.39% | 0.3% | $64.7万 | 608股 | $43.3万 | 612股 | -4股-0.65% | 减仓 |
 沃尔玛WMT |
| 0.38% | 0.48% | $62.6万 | 5,527股 | $70.1万 | 5,642股 | -115股-2.04% | 减仓 |
| IiShares安硕信托IXUS |
| 0.38% | 0.41% | $62.4万 | 6,541股 | $59.5万 | 6,868股 | -327股-4.76% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.37% | 0.38% | $60.8万 | 1.7万股 | $56.0万 | 1.6万股 | +33股+0.20% | 加仓 |
