| V先锋领航斯科茨代尔基金VCIT |
| 6.99% | 7.62% | $1,836.0万 | 22.2万股 | $1,735.0万 | 21.0万股 | +1.2万股+5.95% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 6.46% | 6.94% | $1,695.7万 | 63.9万股 | $1,580.3万 | 60.3万股 | +3.6万股+6.01% | 加仓 |
| V先锋领航·MIDVO |
| 6.13% | 6.1% | $1,609.6万 | 20.0万股 | $1,389.5万 | 4.8万股 | +15.1万股+312.89% | 加仓 |
| S道富SPHY |
| 6.08% | 6.63% | $1,596.7万 | 68.1万股 | $1,508.8万 | 64.7万股 | +3.4万股+5.28% | 加仓 |
| S道富SPYM |
| 5.74% | 5.79% | $1,507.4万 | 17.2万股 | $1,317.0万 | 17.2万股 | -546股-0.32% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 5.65% | 6.08% | $1,483.2万 | 26.3万股 | $1,383.5万 | 24.4万股 | +1.9万股+7.59% | 加仓 |
| AAvantis·U SAVUV |
| 5.62% | 5.68% | $1,476.8万 | 11.8万股 | $1,293.0万 | 11.7万股 | +1,324股+1.13% | 加仓 |
| A美国世纪ETF信托AVLV |
| 5.2% | 5.18% | $1,365.3万 | 15.0万股 | $1,178.2万 | 14.6万股 | +3,529股+2.41% | 加仓 |
| V先锋领航指数基金VB |
| 4.44% | 4.38% | $1,166.9万 | 3.8万股 | $996.8万 | 3.8万股 | +439股+1.15% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 4.33% | 4.78% | $1,137.7万 | 21.1万股 | $1,087.3万 | 20.6万股 | +4,584股+2.23% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 3.94% | 4.27% | $1,034.4万 | 22.5万股 | $972.7万 | 21.1万股 | +1.3万股+6.39% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.68% | 4.02% | $967.4万 | 9.4万股 | $916.2万 | 9.2万股 | +2,129股+2.32% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 3.44% | 3% | $903.0万 | 3.0万股 | $681.9万 | 2.9万股 | +1,107股+3.86% | 加仓 |
| A美国世纪ETF信托AVEM |
| 3.39% | 3.3% | $890.5万 | 9.2万股 | $751.7万 | 9.3万股 | -1,003股-1.08% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 3.33% | 3.54% | $874.2万 | 23.9万股 | $806.6万 | 23.9万股 | +460股+0.19% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.95% | 2.96% | $775.8万 | 8.0万股 | $672.7万 | 7.6万股 | +4,610股+6.08% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 2.18% | 2.01% | $571.5万 | 7.9万股 | $458.6万 | 7.5万股 | +4,284股+5.73% | 加仓 |
 DatadogDDOG |
| 1.29% | 0.85% | $339.2万 | 1.3万股 | $193.6万 | 1.6万股 | -3,373股-20.56% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.17% | 1.06% | $307.7万 | 10.6万股 | $241.9万 | 9.6万股 | +9,843股+10.21% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.1% | — | $288.2万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 1.04% | 0.97% | $271.8万 | 7,693股 | $221.2万 | 7,710股 | -17股-0.22% | 减仓 |
| SSPDR道富系列信托SPYG |
| 1% | 0.96% | $263.7万 | 2.2万股 | $217.6万 | 2.2万股 | -69股-0.31% | 减仓 |
| I景顺QQQ信托VOO |
| 0.96% | 0.87% | $251.4万 | 3,414股 | $198.5万 | 3,438股 | -24股-0.70% | 减仓 |
| F第一信托交易所交易基金FYC |
| 0.9% | 0.28% | $235.5万 | 1.8万股 | $64.0万 | 5,779股 | +1.2万股+205.81% | 加仓 |
 谷歌AGOOGL |
| 0.85% | 0.79% | $223.6万 | 6,256股 | $180.8万 | 6,287股 | -31股-0.49% | 减仓 |
 苹果AAPL |
| 0.73% | 0.76% | $191.7万 | 6,625股 | $173.3万 | 6,827股 | -202股-2.96% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.73% | — | $191.0万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 AIRBNB COM CL AABNB |
| 0.57% | 0.58% | $149.4万 | 1.0万股 | $131.8万 | 1.0万股 | +1股+0.01% | 加仓 |
 Meta平台META |
| 0.52% | 0.63% | $137.7万 | 2,445股 | $144.1万 | 2,519股 | -74股-2.94% | 减仓 |
 特斯拉TSLA |
| 0.52% | — | $137.6万 | 3,271股 | $0 | 0股 | +3,271股 | 新买入 |
| IiShares安硕信托ICF |
| 0.51% | 0.59% | $133.3万 | 2.0万股 | $135.4万 | 2.2万股 | -2,174股-9.93% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.49% | 0.76% | $128.6万 | 3.9万股 | $173.9万 | 4.5万股 | -6,630股-14.64% | 减仓 |
| V先锋领航指数基金VOO |
| 0.46% | 0.48% | $121.1万 | 1,763股 | $108.7万 | 1,819股 | -56股-3.08% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.43% | 0.54% | $113.3万 | 2,265股 | $123.3万 | 2,573股 | -308股-11.97% | 减仓 |
 AVANTIS INTLNGG |
| 0.39% | 0.44% | $101.2万 | 1.1万股 | $100.7万 | 1.2万股 | -530股-4.46% | 减仓 |
| IiShares安硕信托IVV |
| 0.38% | 0.38% | $99.3万 | 1,326股 | $86.6万 | 1,326股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.33% | 0.38% | $87.6万 | 2,348股 | $86.6万 | 2,340股 | +8股+0.34% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.32% | 0.32% | $83.2万 | 1,592股 | $73.7万 | 1,592股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.31% | 0.32% | $81.3万 | 1,089股 | $72.7万 | 1,117股 | -28股-2.51% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.29% | 0.32% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.27% | 0.27% | $71.8万 | 8,340股 | $60.8万 | 1,391股 | +6,949股+499.57% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.25% | 0.29% | $66.7万 | 1.2万股 | $65.0万 | 1.4万股 | -1,881股-13.62% | 减仓 |
| IiShares安硕·COREIJH |
| 0.25% | 0.25% | $65.0万 | 8,432股 | $57.3万 | 8,478股 | -46股-0.54% | 减仓 |
| V先锋领航·HEALTHVHT |
| 0.2% | 0.48% | $53.7万 | 1,796股 | $108.7万 | 3,990股 | -2,194股-54.99% | 减仓 |
| IiShares安硕·MORNINGSTAR MID-CAP ETFIMCB |
| 0.2% | 0.2% | $52.9万 | 5,481股 | $45.7万 | 5,481股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.19% | 0.2% | $50.1万 | 2,060股 | $44.9万 | 2,066股 | -6股-0.29% | 减仓 |
| V先锋领航指数基金VV |
| 0.19% | 0.19% | $49.5万 | 1,439股 | $43.0万 | 1,439股 | 00.00% | 持仓不变 |
| CCALAMOS ETF TRCAIE |
| 0.17% | 0.1% | $45.5万 | 1.7万股 | $23.1万 | 9,177股 | +7,562股+82.40% | 加仓 |
 杜克能源DUK |
| 0.17% | 0.21% | $45.5万 | 3,594股 | $47.0万 | 3,589股 | +5股+0.14% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.17% | — | $43.4万 | 1,005股 | $0 | 0股 | +1,005股 | 新买入 |
