| V先锋领航指数基金VOO |
| 9.89% | 9.69% | $3,283.0万 | 4.8万股 | $2,921.5万 | 4.9万股 | -1,090股-2.23% | 减仓 |
 美光科技MU |
| 4.38% | 1.45% | $1,452.6万 | 1.3万股 | $438.1万 | 1.3万股 | -383股-2.95% | 减仓 |
 万豪MAR |
| 3.74% | 2.86% | $1,240.8万 | 3.3万股 | $861.9万 | 2.6万股 | +7,128股+27.05% | 加仓 |
| BBELPOINTE PREPOZ |
| 3.21% | 4.25% | $1,064.3万 | 23.5万股 | $1,280.5万 | 24.1万股 | -5,687股-2.36% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 3.21% | 3.94% | $1,064.1万 | 40.1万股 | $1,186.4万 | 45.3万股 | -5.2万股-11.38% | 减仓 |
| SSPDR道富系列信托BIL |
| 2.5% | 4.22% | $829.8万 | 9.1万股 | $1,273.0万 | 13.9万股 | -4.8万股-34.82% | 减仓 |
 西部数据WDC |
| 2.31% | 0.66% | $767.5万 | 1.2万股 | $198.6万 | 7,342股 | +4,674股+63.66% | 加仓 |
| SSANDISK COMSNDK |
| 2.29% | — | $758.3万 | 3,335股 | $0 | 0股 | +3,335股 | 新买入 |
 谷歌AGOOGL |
| 2.2% | 1.71% | $731.7万 | 2.0万股 | $515.1万 | 1.8万股 | +2,562股+14.30% | 加仓 |
| IiShares安硕信托IEFA |
| 2.11% | 2.19% | $700.2万 | 7.2万股 | $660.3万 | 7.3万股 | -436股-0.60% | 减仓 |
 康宁GLW |
| 2.06% | — | $683.5万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 卡特彼勒CAT |
| 2.04% | 1.29% | $678.1万 | 6,368股 | $389.9万 | 5,504股 | +864股+15.70% | 加仓 |
 泛林集团LRCX |
| 1.95% | 1.07% | $646.0万 | 1.5万股 | $322.2万 | 1.5万股 | -175股-1.16% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.86% | 2.32% | $618.0万 | 7.9万股 | $700.1万 | 8.9万股 | -9,965股-11.16% | 减仓 |
| NNEOS ETF TRUSTCSHI |
| 1.85% | 2.82% | $613.4万 | 12.3万股 | $850.7万 | 17.1万股 | -4.8万股-27.94% | 减仓 |
| AANGEL OAK ULTRASHORT INCOME ETFUYLD |
| 1.84% | 2.8% | $609.4万 | 11.9万股 | $842.6万 | 16.5万股 | -4.6万股-27.64% | 减仓 |
 英伟达NVDA |
| 1.82% | 1.77% | $604.0万 | 3.0万股 | $534.7万 | 3.1万股 | -475股-1.55% | 减仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 1.67% | 1.63% | $554.3万 | 11.8万股 | $492.8万 | 11.6万股 | +2,153股+1.86% | 加仓 |
 思科CSCO |
| 1.49% | 1.08% | $492.9万 | 4.2万股 | $326.9万 | 4.2万股 | -175股-0.42% | 减仓 |
 强生JNJ |
| 1.39% | 1.2% | $460.6万 | 1.8万股 | $362.7万 | 1.5万股 | +3,297股+22.22% | 加仓 |
 雷神技术RTX |
| 1.33% | 1.22% | $441.3万 | 2.3万股 | $367.3万 | 1.9万股 | +4,220股+22.16% | 加仓 |
| AANGEL OAK FUNDS TRUSTCARY |
| 1.3% | 1.58% | $432.5万 | 20.8万股 | $477.7万 | 23.0万股 | -2.2万股-9.49% | 减仓 |
| V先锋领航债券指数基金BIV |
| 1.18% | 1.44% | $390.3万 | 5.1万股 | $434.9万 | 5.6万股 | -5,455股-9.68% | 减仓 |
 沃尔玛WMT |
| 1.15% | 1.34% | $382.0万 | 3.4万股 | $403.2万 | 3.2万股 | +1,284股+3.96% | 加仓 |
| IiShares安硕·COREIJR |
| 1.06% | 1.03% | $351.8万 | 2.4万股 | $310.0万 | 2.5万股 | -1,216股-4.88% | 减仓 |
| J骏利亨德森JAAA |
| 0.95% | 1.15% | $315.5万 | 6.2万股 | $346.2万 | 6.9万股 | -6,232股-9.07% | 减仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.9% | 1% | $297.8万 | 3.1万股 | $300.3万 | 3.1万股 | -469股-1.50% | 减仓 |
 苹果AAPL |
| 0.89% | 0.87% | $296.0万 | 1.0万股 | $261.6万 | 1.0万股 | -75股-0.73% | 减仓 |
 南方铜业SCCO |
| 0.86% | 0.92% | $284.1万 | 1.6万股 | $276.9万 | 1.6万股 | +206股+1.28% | 加仓 |
| V先锋领航指数基金VTV |
| 0.79% | 0.81% | $262.3万 | 1.2万股 | $244.7万 | 1.2万股 | -436股-3.50% | 减仓 |
| IISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETFCALI |
| 0.74% | — | $246.4万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
| IiShares安硕IEMG |
| 0.71% | 0.69% | $235.1万 | 2.8万股 | $208.6万 | 3.0万股 | -1,535股-5.13% | 减仓 |
| IiShares安硕信托IVV |
| 0.69% | 0.83% | $227.3万 | 3,035股 | $249.3万 | 3,817股 | -782股-20.49% | 减仓 |
| SSPDR道富系列信托SHM |
| 0.65% | 1.47% | $215.5万 | 4.5万股 | $442.6万 | 9.3万股 | -4.8万股-51.45% | 减仓 |
| PPIMCO太平洋投资管理ETFHYS |
| 0.65% | 0.82% | $215.4万 | 2.3万股 | $247.4万 | 2.7万股 | -3,487股-13.15% | 减仓 |
 微软MSFT |
| 0.57% | 0.64% | $188.2万 | 5,046股 | $194.2万 | 5,245股 | -199股-3.79% | 减仓 |
 NateraNTRA |
| 0.56% | 0.38% | $187.0万 | 6,890股 | $115.9万 | 5,794股 | +1,096股+18.92% | 加仓 |
 亚马逊AMZN |
| 0.56% | 0.55% | $185.9万 | 7,800股 | $164.4万 | 7,894股 | -94股-1.19% | 减仓 |
 CienaCIEN |
| 0.51% | 0.38% | $170.9万 | 3,483股 | $115.6万 | 2,977股 | +506股+17.00% | 加仓 |
| PPIMCO太平洋投资管理ETFBILZ |
| 0.51% | 0.79% | $170.1万 | 1.7万股 | $237.0万 | 2.3万股 | -6,613股-28.18% | 减仓 |
 SIRIUSPOINTSPNT |
| 0.51% | 0.56% | $168.9万 | 7.0万股 | $170.1万 | 7.9万股 | -8,582股-10.87% | 减仓 |
| BBITWISE BITCOIN ETF TRBITB |
| 0.48% | 0.46% | $159.9万 | 5.0万股 | $140.1万 | 3.8万股 | +1.2万股+31.90% | 加仓 |
| HHIMALAYA SHIPPING LTD ORD SHSHSHP |
| 0.47% | — | $157.4万 | 11.8万股 | $0 | 0股 | +11.8万股 | 新买入 |
| OOKEANIS ECO TANKERS CORP USD0.001ECO |
| 0.47% | — | $156.9万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| GGlobal X基金CLIP |
| 0.46% | 0.71% | $154.3万 | 1.5万股 | $214.9万 | 2.1万股 | -6,036股-28.19% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.46% | 0.46% | $151.1万 | 6,217股 | $139.6万 | 6,428股 | -211股-3.28% | 减仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.44% | 0.41% | $145.3万 | 2.8万股 | $124.7万 | 2.1万股 | +7,328股+34.68% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.44% | 0.56% | $144.5万 | 1.4万股 | $168.5万 | 1.7万股 | -2,414股-14.41% | 减仓 |
 博通AVGO |
| 0.43% | 0.37% | $144.3万 | 3,819股 | $112.2万 | 3,624股 | +195股+5.38% | 加仓 |
| KKINIKSA PHARMACEUTICALS INTLKNSA |
| 0.43% | 0.22% | $142.9万 | 2.2万股 | $67.7万 | 1.4万股 | +8,285股+58.91% | 加仓 |
