| S嘉信策略信托SCHD |
| 5.19% | 5.14% | $1.02亿 | 320.5万股 | $9,189.0万 | 299.5万股 | +21.0万股+7.02% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 4.91% | 4.24% | $9,618.9万 | 284.2万股 | $7,567.2万 | 259.8万股 | +24.5万股+9.42% | 加仓 |
| V先锋领航指数基金VUG |
| 4.86% | 4.63% | $9,527.1万 | 110.6万股 | $8,270.6万 | 18.9万股 | +91.7万股+484.10% | 加仓 |
| PPGIM JENNISON FOCUSED GROWTH ETFPJFG |
| 4.16% | 3.94% | $8,150.7万 | 70.3万股 | $7,042.6万 | 72.3万股 | -2.1万股-2.86% | 减仓 |
| J摩根大通交易所交易基金JBND |
| 3.91% | 4.35% | $7,660.2万 | 143.2万股 | $7,763.1万 | 144.4万股 | -1.2万股-0.83% | 减仓 |
| S嘉信·USSCHX |
| 3.5% | 3.4% | $6,847.1万 | 232.7万股 | $6,067.9万 | 236.7万股 | -4.0万股-1.69% | 减仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 2.9% | 3.14% | $5,672.2万 | 113.9万股 | $5,617.0万 | 112.8万股 | +1.2万股+1.04% | 加仓 |
 苹果AAPL |
| 2.26% | 2.22% | $4,420.3万 | 15.3万股 | $3,965.3万 | 15.6万股 | -3,485股-2.23% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 2.24% | 2.31% | $4,384.9万 | 93.4万股 | $4,120.7万 | 87.5万股 | +5.9万股+6.73% | 加仓 |
 VANECK REAL ASSETS ETFRAAX |
| 1.94% | 1.85% | $3,792.0万 | 95.6万股 | $3,297.3万 | 81.0万股 | +14.6万股+18.02% | 加仓 |
| H哈特福德·FDS EXCHANGE TRADEDHTRB |
| 1.69% | 1.68% | $3,300.9万 | 97.8万股 | $3,009.2万 | 89.2万股 | +8.7万股+9.71% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.55% | 1.69% | $3,031.8万 | 114.3万股 | $3,020.6万 | 115.3万股 | -9,684股-0.84% | 减仓 |
 英伟达NVDA |
| 1.45% | 1.25% | $2,830.7万 | 14.1万股 | $2,230.0万 | 12.8万股 | +1.4万股+10.64% | 加仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 1.31% | 1.28% | $2,566.2万 | 13.6万股 | $2,280.1万 | 13.7万股 | -1,040股-0.76% | 减仓 |
| F第一信托·UST NYSE ARCA BIOTECHNOLOGY INDEX FUNDFBT |
| 1.3% | 1.17% | $2,537.2万 | 10.2万股 | $2,096.6万 | 10.4万股 | -2,051股-1.96% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.28% | 1.09% | $2,506.8万 | 62.3万股 | $1,946.2万 | 57.5万股 | +4.9万股+8.46% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.26% | 1.2% | $2,462.1万 | 59.7万股 | $2,137.0万 | 54.9万股 | +4.8万股+8.82% | 加仓 |
| PPimco Active Bond ETFBOND |
| 1.13% | 1.24% | $2,208.0万 | 23.9万股 | $2,222.3万 | 24.1万股 | -1,365股-0.57% | 减仓 |
| A美国世纪ETF信托AVMC |
| 1.1% | 0.99% | $2,162.9万 | 27.0万股 | $1,764.0万 | 24.4万股 | +2.5万股+10.37% | 加仓 |
 亚马逊AMZN |
| 0.98% | 0.96% | $1,912.4万 | 8.0万股 | $1,722.2万 | 8.3万股 | -2,450股-2.96% | 减仓 |
 谷歌AGOOGL |
| 0.93% | 0.85% | $1,828.4万 | 5.1万股 | $1,514.4万 | 5.3万股 | -1,501股-2.85% | 减仓 |
| V先锋领航指数基金VOO |
| 0.92% | 0.93% | $1,810.7万 | 2.6万股 | $1,666.4万 | 2.8万股 | -1,523股-5.46% | 减仓 |
| V先锋领航指数基金VTV |
| 0.91% | 0.91% | $1,781.4万 | 8.2万股 | $1,634.4万 | 8.3万股 | -1,558股-1.87% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.87% | 0.81% | $1,708.8万 | 17.7万股 | $1,446.2万 | 17.9万股 | -2,374股-1.32% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.85% | 0.85% | $1,664.5万 | 2.2万股 | $1,522.4万 | 2.3万股 | -1,120股-4.78% | 减仓 |
| I景顺QQQ信托VOO |
| 0.83% | 0.72% | $1,622.7万 | 2.2万股 | $1,286.4万 | 2.2万股 | -253股-1.14% | 减仓 |
| F富达Covington信托FESM |
| 0.79% | 0.67% | $1,539.4万 | 31.9万股 | $1,194.9万 | 31.4万股 | +4,343股+1.38% | 加仓 |
| F第一信托·EXCHANGE-TRADED FD WCM INTL EQUITYWCMI |
| 0.78% | 0.74% | $1,537.1万 | 78.5万股 | $1,318.0万 | 78.6万股 | -499股-0.06% | 减仓 |
| RRBB FUND TRUSTFEOE |
| 0.77% | 0.81% | $1,515.1万 | 28.4万股 | $1,452.1万 | 28.8万股 | -4,056股-1.41% | 减仓 |
| NNUSHARES ETF TRNPFI |
| 0.77% | 0.83% | $1,501.1万 | 57.4万股 | $1,491.0万 | 57.9万股 | -4,580股-0.79% | 减仓 |
 微软MSFT |
| 0.74% | 0.83% | $1,446.7万 | 3.9万股 | $1,482.8万 | 4.0万股 | -1,275股-3.18% | 减仓 |
| VVanEck·BITCOIN ETFBBH |
| 0.7% | 0.92% | $1,376.7万 | 82.9万股 | $1,644.9万 | 85.9万股 | -3.0万股-3.46% | 减仓 |
 CrowdStrikeCRWD |
| 0.7% | 0.41% | $1,372.0万 | 1.8万股 | $725.1万 | 1.9万股 | -596股-3.21% | 减仓 |
 好市多COST |
| 0.67% | 0.8% | $1,308.6万 | 1.4万股 | $1,425.7万 | 1.4万股 | -319股-2.23% | 减仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 0.67% | 0.61% | $1,303.6万 | 14.2万股 | $1,095.3万 | 14.3万股 | -1,187股-0.83% | 减仓 |
| A美国世纪ETF信托AVSC |
| 0.63% | 0.53% | $1,224.6万 | 16.7万股 | $953.3万 | 15.3万股 | +1.4万股+9.13% | 加仓 |
 DatadogDDOG |
| 0.6% | 0.31% | $1,169.9万 | 4.5万股 | $560.7万 | 4.7万股 | -2,559股-5.39% | 减仓 |
| HHAWKINSHWKN |
| 0.55% | 0.6% | $1,083.6万 | 7.6万股 | $1,075.8万 | 7.0万股 | +6,219股+8.88% | 加仓 |
 强生JNJ |
| 0.52% | 0.55% | $1,011.8万 | 4.0万股 | $984.2万 | 4.0万股 | -422股-1.05% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.51% | 0.55% | $992.3万 | 3.8万股 | $981.3万 | 4.0万股 | -1,614股-4.06% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 0.48% | 0.58% | $939.0万 | 22.2万股 | $1,036.2万 | 24.5万股 | -2.3万股-9.36% | 减仓 |
 F5FFIV |
| 0.47% | 0.38% | $927.3万 | 2.2万股 | $674.1万 | 2.3万股 | -1,006股-4.32% | 减仓 |
| IIBMIBM |
| 0.47% | 0.48% | $924.2万 | 3.3万股 | $852.2万 | 3.5万股 | -2,293股-6.52% | 减仓 |
 沃尔玛WMT |
| 0.46% | 0.58% | $902.7万 | 8.0万股 | $1,031.4万 | 8.3万股 | -3,290股-3.96% | 减仓 |
 万事达MA |
| 0.45% | 0.5% | $888.9万 | 1.7万股 | $891.4万 | 1.8万股 | -534股-2.99% | 减仓 |
| IiShares安硕信托EMB |
| 0.43% | 0.42% | $844.3万 | 8.8万股 | $751.3万 | 8.0万股 | +7,556股+9.45% | 加仓 |
| PPrincipal Spectrum Preferred Securities Active Etf Pref Sc AcPREF |
| 0.43% | 0.43% | $842.3万 | 44.2万股 | $760.2万 | 40.4万股 | +3.8万股+9.40% | 加仓 |
 Meta平台META |
| 0.43% | 0.43% | $839.5万 | 1.5万股 | $776.0万 | 1.4万股 | +1,341股+9.89% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.43% | 0.41% | $834.3万 | 18.8万股 | $726.1万 | 18.7万股 | +1,226股+0.66% | 加仓 |
| EEA SERIES TRUSTGEQ |
| 0.42% | — | $826.8万 | 16.2万股 | $0 | 0股 | +16.2万股 | 新买入 |
