| S道富SPYM |
| 5% | 4.4% | $418.7万 | 4.8万股 | $345.8万 | 4.5万股 | +2,466股+5.46% | 加仓 |
| SSPDR黄金信托GLD |
| 4.12% | 4.6% | $345.7万 | 9,385股 | $361.7万 | 8,406股 | +979股+11.65% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 4.11% | — | $344.3万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| J摩根大通交易所交易基金JEPI |
| 4.02% | 4.98% | $336.8万 | 6.0万股 | $391.4万 | 6.9万股 | -9,419股-13.64% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 3.93% | 2.87% | $329.5万 | 6.6万股 | $225.4万 | 4.5万股 | +2.0万股+45.35% | 加仓 |
| S嘉信策略信托SCHD |
| 3.89% | 3.12% | $325.9万 | 10.3万股 | $245.6万 | 8.0万股 | +2.3万股+28.38% | 加仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 3.16% | 3.13% | $264.6万 | 11.6万股 | $245.9万 | 10.7万股 | +8,295股+7.73% | 加仓 |
| AAIM ETF PRODUCTS TRUSTMAYW |
| 3.16% | — | $264.6万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
| IiShares安硕信托IBTH |
| 3.15% | 3.12% | $264.0万 | 11.8万股 | $245.1万 | 10.9万股 | +8,769股+8.03% | 加仓 |
| V先锋领航·TOTALBND |
| 3.07% | 5.71% | $257.3万 | 3.5万股 | $449.0万 | 6.1万股 | -2.6万股-42.53% | 减仓 |
| IiShares安硕信托IBDS |
| 3.03% | 2.9% | $254.2万 | 10.5万股 | $227.9万 | 9.4万股 | +1.1万股+11.62% | 加仓 |
| IiShares安硕信托IBDR |
| 3.03% | 2.92% | $254.2万 | 10.5万股 | $229.3万 | 9.5万股 | +1.0万股+10.92% | 加仓 |
| AAIM ETF PRODUCTS TRUSTSIXD |
| 3.02% | — | $253.1万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.01% | 2.84% | $252.1万 | 1.1万股 | $223.0万 | 1.0万股 | +282股+2.72% | 加仓 |
| CCAPITOL SER TRSCEC |
| 2.62% | 2.7% | $219.6万 | 8.8万股 | $212.2万 | 8.5万股 | +3,108股+3.67% | 加仓 |
| EELEVATION SERIES TRUSTONEZ |
| 2.56% | 0.91% | $214.8万 | 7.8万股 | $71.6万 | 2.9万股 | +4.9万股+172.42% | 加仓 |
| AAIM ETF PRODUCTS TRUSTJUNW |
| 2.54% | — | $213.0万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
| IiShares安硕信托IWY |
| 2.32% | 2.18% | $194.3万 | 6,686股 | $171.0万 | 6,874股 | -188股-2.73% | 减仓 |
| IiShares安硕信托IBHF |
| 2.24% | 2.17% | $187.8万 | 8.3万股 | $170.8万 | 7.4万股 | +8,506股+11.43% | 加仓 |
| SSTERLING CAP FDSSCEP |
| 1.7% | 1.84% | $142.2万 | 5.7万股 | $144.3万 | 6.1万股 | -4,338股-7.09% | 减仓 |
| IISHARES IBONDS 2027 TERMIBHG |
| 1.61% | 1.55% | $135.3万 | 6.1万股 | $121.6万 | 5.5万股 | +6,364股+11.59% | 加仓 |
| PPIMCO太平洋投资管理ETFBILZ |
| 1.58% | 0.52% | $132.5万 | 1.3万股 | $41.2万 | 4,076股 | +9,048股+221.98% | 加仓 |
 苹果AAPL |
| 1.55% | 1.36% | $129.9万 | 4,490股 | $107.2万 | 4,226股 | +264股+6.25% | 加仓 |
| IiShares安硕信托IWX |
| 1.49% | 1.38% | $125.0万 | 1.2万股 | $108.7万 | 1.2万股 | +148股+1.26% | 加仓 |
| AAIM ETF PRODUCTS TRUSTMAYT |
| 1.46% | — | $122.4万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| SSTERLING CAP FDSSCMC |
| 1.42% | 1.41% | $119.2万 | 4.7万股 | $111.1万 | 4.4万股 | +2,992股+6.73% | 加仓 |
| SSIMPLIFY EXCHANGE TRADED FUNTUA |
| 1.39% | 1.4% | $116.6万 | 5.7万股 | $110.1万 | 5.2万股 | +4,921股+9.43% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.16% | 0.55% | $97.3万 | 1.1万股 | $43.4万 | 1,180股 | +9,886股+837.80% | 加仓 |
 KONINKLIJKE PHILIPS N V NY REGIS SHS NEWPHG |
| 1.16% | — | $97.0万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| EELEVATION SERIES TRUSTSEPZ |
| 0.97% | 0.93% | $81.5万 | 1.8万股 | $73.1万 | 1.8万股 | -63股-0.35% | 减仓 |
 宣伟SHW |
| 0.89% | 0.88% | $74.5万 | 2,165股 | $69.4万 | 2,166股 | -1股-0.05% | 减仓 |
| IInnovator ETF信托ZMAY |
| 0.85% | — | $71.4万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| IIBMIBM |
| 0.8% | 0.83% | $67.0万 | 2,383股 | $65.5万 | 2,704股 | -321股-11.87% | 减仓 |
| IiShares安硕信托EFV |
| 0.79% | 0.82% | $66.6万 | 8,703股 | $64.7万 | 8,700股 | +3股+0.03% | 加仓 |
| IiShares安硕信托IUSB |
| 0.79% | 0.45% | $66.2万 | 1.4万股 | $35.0万 | 7,575股 | +6,764股+89.29% | 加仓 |
| G通用动力VTI |
| 0.74% | 1.36% | $61.8万 | 1,670股 | $107.1万 | 3,337股 | -1,667股-49.96% | 减仓 |
| IiShares安硕信托EFG |
| 0.74% | 0.69% | $61.8万 | 4,964股 | $53.9万 | 4,841股 | +123股+2.54% | 加仓 |
| IiShares安硕信托MTUM |
| 0.71% | — | $59.8万 | 1,745股 | $0 | 0股 | +1,745股 | 新买入 |
| IiShares安硕IEMG |
| 0.71% | 0.66% | $59.2万 | 7,145股 | $52.2万 | 7,483股 | -338股-4.52% | 减仓 |
| IiShares安硕信托IWS |
| 0.7% | 0.74% | $58.6万 | 3,559股 | $57.9万 | 3,973股 | -414股-10.42% | 减仓 |
| EELEVATION SERIES TRUSTPAYM |
| 0.67% | 0.62% | $56.0万 | 2.2万股 | $48.5万 | 2.2万股 | +208股+0.94% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.65% | 0.83% | $54.9万 | 735股 | $65.4万 | 1,005股 | -270股-26.87% | 减仓 |
| TTidal·TRUST IIBLOX |
| 0.64% | — | $53.3万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.63% | — | $53.2万 | 1,944股 | $0 | 0股 | +1,944股 | 新买入 |
| F富达Covington信托FBCG |
| 0.6% | — | $50.7万 | 8,164股 | $0 | 0股 | +8,164股 | 新买入 |
| V先锋领航指数基金VV |
| 0.6% | — | $50.6万 | 1,472股 | $0 | 0股 | +1,472股 | 新买入 |
| B贝莱德ETF信托DYNF |
| 0.57% | 0.32% | $47.6万 | 7,004股 | $25.1万 | 4,320股 | +2,684股+62.13% | 加仓 |
| B贝莱德ETF信托CORO |
| 0.54% | 0.29% | $44.9万 | 1.2万股 | $22.6万 | 7,028股 | +5,240股+74.56% | 加仓 |
 英伟达NVDA |
| 0.51% | 0.35% | $42.4万 | 2,117股 | $27.2万 | 1,560股 | +557股+35.71% | 加仓 |
 思科CSCO |
| 0.5% | 0.37% | $42.1万 | 3,586股 | $29.4万 | 3,783股 | -197股-5.21% | 减仓 |
