| IiShares安硕信托DGRO |
| 9.89% | 11.97% | $3,043.1万 | 40.2万股 | $2,734.3万 | 39.0万股 | +1.2万股+3.05% | 加仓 |
 英特尔INTC |
| 9.4% | 1.88% | $2,892.7万 | 20.7万股 | $429.0万 | 20.7万股 | -100股-0.05% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 8.96% | 11.94% | $2,756.7万 | 58.9万股 | $2,725.7万 | 58.0万股 | +8,838股+1.52% | 加仓 |
 帕兰提尔PLTR |
| 5.43% | 4.17% | $1,672.3万 | 14.3万股 | $952.2万 | 14.3万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 5.31% | 5.5% | $1,634.7万 | 2.2万股 | $1,256.6万 | 2.2万股 | +427股+1.96% | 加仓 |
| LLAZARD INTERNATIONAL DYNAMIC EQUITY ETFIDEQ |
| 5.19% | — | $1,597.0万 | 45.5万股 | $0 | 0股 | +45.5万股 | 新买入 |
| AAvantis·U SAVUV |
| 4.44% | 5.14% | $1,365.9万 | 10.9万股 | $1,172.9万 | 10.6万股 | +3,307股+3.11% | 加仓 |
| V先锋领航·MIDVO |
| 4.34% | 4.95% | $1,335.3万 | 16.6万股 | $1,130.2万 | 3.9万股 | +12.6万股+321.13% | 加仓 |
| V先锋领航指数基金VTV |
| 4.3% | 4.93% | $1,323.3万 | 6.1万股 | $1,126.0万 | 5.7万股 | +3,332股+5.81% | 加仓 |
 MP MATERIALSMP |
| 1.82% | 1.21% | $560.1万 | 10.0万股 | $276.3万 | 10.0万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.54% | 1.84% | $474.5万 | 1.6万股 | $420.9万 | 1.7万股 | -184股-1.11% | 减仓 |
 谷歌AGOOGL |
| 1.32% | 1.51% | $405.4万 | 1.1万股 | $344.0万 | 1.2万股 | -619股-5.17% | 减仓 |
| SSPDR黄金信托GLD |
| 1.29% | 2.06% | $396.4万 | 1.1万股 | $469.9万 | 1.1万股 | -160股-1.47% | 减仓 |
 微软MSFT |
| 1.22% | 1.6% | $374.0万 | 1.0万股 | $366.2万 | 9,891股 | +136股+1.37% | 加仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 1.16% | 1.8% | $356.1万 | 3.5万股 | $410.8万 | 3.5万股 | 00.00% | 持仓不变 |
 PAYPAL COMPYPL |
| 1.1% | 0.09% | $337.1万 | 7.8万股 | $20.9万 | 7.8万股 | +63股+0.08% | 加仓 |
 PEOPLES FINL SVCS CORP COMPFIS |
| 0.97% | 1.04% | $298.2万 | 4.5万股 | $238.4万 | 4.5万股 | +227股+0.51% | 加仓 |
| OOKLOOKLO |
| 0.86% | — | $264.3万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
 TransDigmTDG |
| 0.83% | 1% | $255.1万 | 1,915股 | $227.4万 | 1,962股 | -47股-2.40% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.77% | 1.01% | $236.1万 | 4,719股 | $231.1万 | 4,822股 | -103股-2.14% | 减仓 |
| IiShares安硕·COREIJH |
| 0.7% | 0.95% | $214.2万 | 2.8万股 | $217.3万 | 3.2万股 | -4,399股-13.67% | 减仓 |
 亚马逊AMZN |
| 0.68% | 0.76% | $209.7万 | 8,797股 | $172.9万 | 8,301股 | +496股+5.98% | 加仓 |
| G通用动力VTI |
| 0.68% | 0.79% | $208.4万 | 5,632股 | $181.1万 | 5,645股 | -13股-0.23% | 减仓 |
 NIO INC FNIO |
| 0.66% | 0.7% | $202.4万 | 40.0万股 | $160.4万 | 40.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IXUS |
| 0.65% | 0.76% | $200.5万 | 2.1万股 | $173.6万 | 2.0万股 | +971股+4.85% | 加仓 |
 迪士尼DIS |
| 0.6% | 0.84% | $184.7万 | 1.9万股 | $191.5万 | 2.0万股 | -688股-3.46% | 减仓 |
 埃克森美孚XOM |
| 0.57% | 0.98% | $176.4万 | 1.3万股 | $223.2万 | 1.3万股 | -257股-1.95% | 减仓 |
 英伟达NVDA |
| 0.54% | 0.58% | $167.7万 | 8,382股 | $132.0万 | 7,567股 | +815股+10.77% | 加仓 |
 默沙东MRK |
| 0.54% | 0.7% | $165.3万 | 1.3万股 | $159.5万 | 1.3万股 | -390股-2.94% | 减仓 |
 Meta平台META |
| 0.49% | 0.65% | $150.9万 | 2,679股 | $148.5万 | 2,596股 | +83股+3.20% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.48% | 0.59% | $149.2万 | 8,249股 | $134.7万 | 8,145股 | +104股+1.28% | 加仓 |
 AMD超威AMD |
| 0.48% | 0.22% | $148.4万 | 2,554股 | $50.9万 | 2,503股 | +51股+2.04% | 加仓 |
| SSPDR行业精选信托XLRE |
| 0.47% | 0.52% | $145.9万 | 3.3万股 | $118.9万 | 2.9万股 | +4,026股+13.83% | 加仓 |
 摩根大通JPM |
| 0.44% | 0.54% | $136.3万 | 4,164股 | $124.3万 | 4,227股 | -63股-1.49% | 减仓 |
| B纽约梅隆银行BK |
| 0.44% | 0.51% | $134.4万 | 9,297股 | $115.5万 | 9,732股 | -435股-4.47% | 减仓 |
 COMMUNITY FINANCIAL SYSTEM ICBU |
| 0.43% | 0.53% | $132.7万 | 2.0万股 | $122.1万 | 2.1万股 | -1,050股-5.04% | 减仓 |
 波音BA |
| 0.43% | 0.53% | $131.3万 | 6,067股 | $120.8万 | 6,067股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.42% | 0.47% | $128.4万 | 3,634股 | $106.3万 | 3,704股 | -70股-1.89% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.41% | 0.55% | $126.5万 | 2.5万股 | $124.7万 | 2.5万股 | 00.00% | 持仓不变 |
 GAMING &LEISURE PGLPI |
| 0.41% | 0.55% | $125.7万 | 2.8万股 | $125.2万 | 2.8万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.38% | 0.48% | $116.9万 | 4,644股 | $109.6万 | 5,038股 | -394股-7.82% | 减仓 |
 宝洁PG |
| 0.38% | 0.5% | $116.1万 | 7,914股 | $114.5万 | 7,926股 | -12股-0.15% | 减仓 |
 ONEOKOKE |
| 0.36% | 0.5% | $109.6万 | 1.3万股 | $114.0万 | 1.3万股 | 00.00% | 持仓不变 |
| AAMPLIFY ETF TRDIVO |
| 0.34% | 0.45% | $103.4万 | 2.3万股 | $102.1万 | 2.3万股 | -138股-0.61% | 减仓 |
 康宁GLW |
| 0.34% | 0.24% | $103.3万 | 4,045股 | $54.2万 | 3,989股 | +56股+1.40% | 加仓 |
 赛富时CRM |
| 0.33% | 0.55% | $100.4万 | 6,408股 | $124.9万 | 6,691股 | -283股-4.23% | 减仓 |
| PPARAMOUNT SKYDANCEPSKY |
| 0.32% | 0.4% | $98.6万 | 10.0万股 | $90.2万 | 10.0万股 | 00.00% | 持仓不变 |
 安桥ENB |
| 0.32% | 0.46% | $97.5万 | 1.8万股 | $105.6万 | 2.0万股 | -1,518股-7.78% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.3% | 0.38% | $93.5万 | 2.6万股 | $86.5万 | 2.6万股 | 00.00% | 持仓不变 |
 PPL COMPPL |
| 0.3% | 0.45% | $92.4万 | 2.5万股 | $102.0万 | 2.7万股 | -1,271股-4.76% | 减仓 |
