| J骏利亨德森JAAA |
| 3.51% | 3.75% | $473.6万 | 9.3万股 | $427.3万 | 8.4万股 | +8,949股+10.59% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.18% | 3.77% | $428.6万 | 5.4万股 | $429.7万 | 5.4万股 | +16股+0.03% | 加仓 |
| V先锋领航全球基金MGV |
| 2.84% | 2.96% | $383.3万 | 2.3万股 | $337.6万 | 2.3万股 | +159股+0.68% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 2.74% | 2.33% | $369.8万 | 7.4万股 | $265.5万 | 5.3万股 | +2.1万股+39.27% | 加仓 |
| G通用动力VTI |
| 2.13% | 2.43% | $287.9万 | 7,779股 | $276.8万 | 8,627股 | -848股-9.83% | 减仓 |
| V先锋领航·SMALLVBR |
| 2.12% | 2.45% | $285.5万 | 1.2万股 | $279.7万 | 1.3万股 | -1,126股-8.75% | 减仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 2.01% | 2.02% | $270.9万 | 2.5万股 | $230.4万 | 2.5万股 | -49股-0.19% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.78% | 2.17% | $239.4万 | 4.1万股 | $247.1万 | 4.2万股 | -914股-2.20% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 1.69% | 1.9% | $227.7万 | 5.1万股 | $216.8万 | 5.6万股 | -4,464股-8.00% | 减仓 |
 苹果AAPL |
| 1.58% | 1.54% | $212.9万 | 7,357股 | $175.6万 | 6,920股 | +437股+6.32% | 加仓 |
| IiShares安硕信托IVV |
| 1.48% | 1.21% | $200.1万 | 2,671股 | $137.5万 | 2,104股 | +567股+26.95% | 加仓 |
| ZZACKS TRUSTZECP |
| 1.39% | 1.46% | $186.8万 | 5.0万股 | $166.9万 | 4.9万股 | +167股+0.34% | 加仓 |
| TTidal·TRUST IIQQQY |
| 1.3% | 1.34% | $174.7万 | 7.3万股 | $153.1万 | 7.4万股 | -1,422股-1.92% | 减仓 |
| S道富SPYM |
| 1.24% | 1.3% | $166.9万 | 1.9万股 | $147.9万 | 1.9万股 | -341股-1.76% | 减仓 |
| IiShares安硕信托AGG |
| 1.2% | 1.22% | $161.4万 | 1.6万股 | $138.7万 | 1.4万股 | +2,335股+16.71% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.18% | 1.41% | $159.1万 | 2.8万股 | $160.3万 | 2.8万股 | -108股-0.38% | 减仓 |
 英伟达NVDA |
| 1.11% | 1.12% | $149.2万 | 7,455股 | $127.4万 | 7,304股 | +151股+2.07% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.07% | 1.82% | $144.2万 | 1.6万股 | $207.9万 | 2.3万股 | -6,950股-30.63% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.94% | 0.75% | $126.7万 | 3,585股 | $85.2万 | 2,969股 | +616股+20.75% | 加仓 |
| TTidal·TRUST IIWDTE |
| 0.93% | 1.04% | $125.8万 | 4.2万股 | $118.9万 | 4.2万股 | +217股+0.52% | 加仓 |
| YYIELDMAX NVDA OPTION INCOME STRATEGY ETFNVDY |
| 0.9% | 1.07% | $121.7万 | 9.8万股 | $122.3万 | 9.4万股 | +3,649股+3.87% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.88% | 0.91% | $118.6万 | 1,583股 | $104.3万 | 1,600股 | -17股-1.06% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.87% | 1.04% | $117.0万 | 1.6万股 | $118.6万 | 1.9万股 | -2,100股-11.34% | 减仓 |
| IiShares安硕信托IXUS |
| 0.83% | 0.89% | $112.5万 | 1.2万股 | $102.1万 | 1.2万股 | +8股+0.07% | 加仓 |
 ALTRIAMO |
| 0.8% | 0.67% | $107.3万 | 1.5万股 | $76.4万 | 1.1万股 | +3,304股+28.98% | 加仓 |
| IiShares安硕信托IUSB |
| 0.73% | 0.83% | $98.0万 | 2.1万股 | $94.5万 | 2.0万股 | +772股+3.78% | 加仓 |
| IiShares安硕信托GVI |
| 0.7% | 0.78% | $94.3万 | 8,759股 | $89.5万 | 8,429股 | +330股+3.92% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.7% | 0.54% | $94.2万 | 4,767股 | $61.6万 | 3,341股 | +1,426股+42.68% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.68% | 0.8% | $91.8万 | 1.8万股 | $91.2万 | 1.8万股 | -131股-0.72% | 减仓 |
| SSPDR道富系列信托KBE |
| 0.66% | 0.68% | $88.7万 | 1.3万股 | $77.9万 | 1.3万股 | -77股-0.59% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.64% | 0.82% | $86.3万 | 2.3万股 | $93.8万 | 2.6万股 | -3,236股-12.25% | 减仓 |
| ZZACKS QUALITY INTERNATIONAL ETFQUIZ |
| 0.64% | 0.63% | $86.2万 | 3.0万股 | $71.8万 | 2.7万股 | +2,887股+10.85% | 加仓 |
 应用材料AMAT |
| 0.61% | 0.29% | $81.8万 | 1,132股 | $33.5万 | 981股 | +151股+15.39% | 加仓 |
| ZZACKS SMALL/MID CAP ETFSMIZ |
| 0.6% | 0.6% | $81.5万 | 1.8万股 | $68.5万 | 1.8万股 | -233股-1.26% | 减仓 |
| SSPDR黄金信托GLD |
| 0.6% | 1.06% | $80.7万 | 2,191股 | $120.4万 | 2,799股 | -608股-21.72% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.6% | 0.45% | $80.6万 | 8,388股 | $51.2万 | 7,069股 | +1,319股+18.66% | 加仓 |
| TTidal·TRUST IIAMZY |
| 0.59% | 0.67% | $79.8万 | 7.5万股 | $76.5万 | 6.9万股 | +5,385股+7.76% | 加仓 |
 科磊KLAC |
| 0.59% | 0.3% | $79.2万 | 2,624股 | $34.3万 | 233股 | +2,391股+1,026.18% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.57% | 0.62% | $76.4万 | 1.6万股 | $71.1万 | 1.5万股 | +1,141股+7.68% | 加仓 |
| DDimensional维度ETF信托DCOR |
| 0.55% | 0.6% | $74.8万 | 9,124股 | $67.9万 | 9,424股 | -300股-3.18% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.55% | 0.91% | $74.7万 | 7,411股 | $103.2万 | 1.0万股 | -2,852股-27.79% | 减仓 |
 亚马逊AMZN |
| 0.55% | 0.56% | $74.3万 | 3,119股 | $63.8万 | 3,064股 | +55股+1.80% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.54% | 0.54% | $73.3万 | 1.1万股 | $61.2万 | 1.1万股 | +269股+2.56% | 加仓 |
 ExpediaEXPE |
| 0.54% | 0.4% | $73.2万 | 4,493股 | $45.9万 | 3,207股 | +1,286股+40.10% | 加仓 |
 希捷STX |
| 0.54% | 0.31% | $72.9万 | 755股 | $35.6万 | 906股 | -151股-16.67% | 减仓 |
 泛林集团LRCX |
| 0.54% | 0.25% | $72.3万 | 1,669股 | $29.0万 | 1,357股 | +312股+22.99% | 加仓 |
| TTidal·TRUST IIPLTY |
| 0.51% | 0.76% | $68.6万 | 2.4万股 | $86.3万 | 2.2万股 | +1,839股+8.23% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.51% | 0.48% | $68.1万 | 1.1万股 | $54.4万 | 9,793股 | +1,294股+13.21% | 加仓 |
 保德信金融PRU |
| 0.5% | 0.39% | $67.5万 | 6,252股 | $44.2万 | 4,523股 | +1,729股+38.23% | 加仓 |
| TTidal·TRUST IITSLY |
| 0.49% | 0.54% | $66.7万 | 2.3万股 | $61.9万 | 2.1万股 | +2,712股+13.13% | 加仓 |
