| SSPDR标普500 ETFSPY |
| 36.36% | 34% | $6,416.3万 | 8.6万股 | $4,074.4万 | 6.3万股 | +2.3万股+37.29% | 加仓 |
| IiShares安硕信托ITOT |
| 10.03% | 7.31% | $1,769.3万 | 10.8万股 | $875.7万 | 6.1万股 | +4.6万股+75.63% | 加仓 |
| G通用动力VTI |
| 9.97% | 6.58% | $1,759.5万 | 4.8万股 | $788.0万 | 2.5万股 | +2.3万股+94.15% | 加仓 |
| IiShares安硕信托TLT |
| 9.42% | 8.18% | $1,662.6万 | 19.3万股 | $979.6万 | 12.4万股 | +7.0万股+56.44% | 加仓 |
| IiShares比特币ETFIBIT |
| 5.69% | 9.16% | $1,004.7万 | 30.1万股 | $1,097.9万 | 36.5万股 | -6.4万股-17.43% | 减仓 |
 COINBASE GLOBALCOIN |
| 4.49% | 8.29% | $793.0万 | 5.0万股 | $993.5万 | 5.7万股 | -6,600股-11.60% | 减仓 |
 苹果AAPL |
| 3.35% | 4.07% | $591.6万 | 1.9万股 | $487.8万 | 1.9万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 2.49% | 2.51% | $438.8万 | 1.1万股 | $301.1万 | 1.1万股 | -100股-0.94% | 减仓 |
 帕兰提尔PLTR |
| 2.17% | 3.59% | $382.2万 | 2.9万股 | $430.4万 | 2.9万股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFLTPZ |
| 1.89% | 2.09% | $333.0万 | 6.6万股 | $250.6万 | 4.9万股 | +1.7万股+35.38% | 加仓 |
 摩根大通JPM |
| 1.82% | 2.38% | $321.0万 | 9,700股 | $285.3万 | 9,700股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.72% | 1.6% | $304.1万 | 10.5万股 | $191.8万 | 7.6万股 | +2.9万股+37.58% | 加仓 |
| IiShares安硕信托IXUS |
| 1.71% | 1.68% | $301.6万 | 3.2万股 | $200.9万 | 2.3万股 | +8,504股+36.68% | 加仓 |
| IiShares安硕信托SGOV |
| 1.59% | 2.97% | $281.2万 | 2.8万股 | $355.4万 | 3.5万股 | -7,371股-20.88% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 1.3% | 1.47% | $229.2万 | 2.7万股 | $176.4万 | 2.3万股 | +3,926股+16.71% | 加仓 |
| IiShares安硕信托TIP |
| 0.95% | 0.04% | $168.5万 | 1.5万股 | $4.7万 | 1.5万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.89% | 1.29% | $157.5万 | 3,137股 | $155.1万 | 3,237股 | -100股-3.09% | 减仓 |
| V先锋领航指数基金VOO |
| 0.75% | 0.95% | $133.2万 | 1,940股 | $113.5万 | 1,900股 | +40股+2.11% | 加仓 |
| DDirexion Daily 20Plus Year Treasury Bear 3X SharesTMV |
| 0.67% | — | $118.6万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| IiShares安硕信托IVV |
| 0.55% | 0.63% | $97.5万 | 1,302股 | $75.7万 | 1,159股 | +143股+12.34% | 加仓 |
| W富国银行WFC |
| 0.35% | — | $61.9万 | 532股 | $0 | 0股 | +532股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.31% | — | $55.3万 | 1,500股 | $0 | 0股 | +1,500股 | 新买入 |
 嘉信理财SCHW |
| 0.31% | 0.45% | $54.5万 | 5,800股 | $54.5万 | 5,800股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.24% | 0.29% | $42.1万 | 1,400股 | $34.7万 | 1,400股 | 00.00% | 持仓不变 |
| BBANK AMERICA CORP 7.25CNV PFD LBAC |
| 0.18% | 0.26% | $31.7万 | 254股 | $31.5万 | 264股 | -10股-3.79% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.18% | — | $31.0万 | 590股 | $0 | 0股 | +590股 | 新买入 |
| V先锋领航指数基金VNQ |
| 0.18% | 0.17% | $31.0万 | 3,200股 | $20.4万 | 2,300股 | +900股+39.13% | 加仓 |
 思科CSCO |
| 0.14% | — | $25.1万 | 2,231股 | $0 | 0股 | +2,231股 | 新买入 |
| V先锋领航指数基金VBK |
| 0.13% | — | $23.2万 | 650股 | $0 | 0股 | +650股 | 新买入 |
| V先锋领航全球基金VIS |
| 0.13% | — | $22.9万 | 646股 | $0 | 0股 | +646股 | 新买入 |
| NNRX PHARMACEUTICALS INCNRXP |
| 0.03% | 0.03% | $5.8万 | 1.5万股 | $3.2万 | 1.5万股 | 00.00% | 持仓不变 |
