 苹果AAPL |
| 13.91% | 16.18% | $3,966.8万 | 19.3万股 | $4,299.0万 | 19.4万股 | -192股-0.10% | 减仓 |
 亚马逊AMZN |
| 8.5% | 7.92% | $2,422.1万 | 11.0万股 | $2,103.6万 | 11.1万股 | -166股-0.15% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 6.59% | 5.21% | $1,879.0万 | 37.3万股 | $1,383.0万 | 27.5万股 | +9.9万股+35.92% | 加仓 |
| SSPDR标普500 ETFSPY |
| 6.48% | 6.94% | $1,846.8万 | 3.0万股 | $1,844.8万 | 3.3万股 | -3,088股-9.36% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 5.88% | 5.85% | $1,676.9万 | 63.2万股 | $1,554.9万 | 59.0万股 | +4.2万股+7.08% | 加仓 |
| IiShares安硕信托IDEV |
| 5.29% | 6.52% | $1,509.1万 | 19.8万股 | $1,732.1万 | 25.1万股 | -5.3万股-21.07% | 减仓 |
 英伟达NVDA |
| 4.88% | 3.6% | $1,392.2万 | 8.8万股 | $955.1万 | 8.8万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 4.88% | 4.76% | $1,390.4万 | 58.3万股 | $1,263.8万 | 58.7万股 | -3,528股-0.60% | 减仓 |
 Meta平台META |
| 4.7% | 3.76% | $1,341.0万 | 1.8万股 | $998.3万 | 1.7万股 | +848股+4.90% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 4% | 3.81% | $1,139.2万 | 19.0万股 | $1,011.1万 | 17.9万股 | +1.1万股+5.96% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 3.81% | 3.85% | $1,084.8万 | 6.0万股 | $1,022.5万 | 5.9万股 | +666股+1.13% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 3.61% | 2.9% | $1,029.6万 | 22.2万股 | $771.3万 | 16.7万股 | +5.5万股+32.76% | 加仓 |
| J骏利亨德森JAAA |
| 3.61% | 3.69% | $1,029.1万 | 20.3万股 | $979.5万 | 19.3万股 | +9,628股+4.98% | 加仓 |
| BBANK OF AMERBAC |
| 3.33% | 3.15% | $948.7万 | 20.0万股 | $836.6万 | 20.0万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 3.16% | 1.96% | $900.1万 | 15.8万股 | $520.7万 | 10.2万股 | +5.5万股+54.14% | 加仓 |
 微软MSFT |
| 2.41% | 1.95% | $686.4万 | 1.4万股 | $518.0万 | 1.4万股 | +1股+0.01% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.95% | — | $554.7万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| IiShares黄金信托IAU |
| 1.88% | 1.86% | $537.0万 | 8.6万股 | $493.4万 | 8.4万股 | +2,419股+2.89% | 加仓 |
| IiShares安硕信托TLT |
| 1.38% | 1.48% | $392.8万 | 4.5万股 | $392.5万 | 4.3万股 | +1,392股+3.23% | 加仓 |
| I景顺QQQ信托VOO |
| 1.25% | — | $356.6万 | 6,464股 | $0 | 0股 | +6,464股 | 新买入 |
| J骏利·HENDERSON SECURITIZED INCOME ETFJSI |
| 1.18% | 1.23% | $336.4万 | 6.4万股 | $326.3万 | 6.2万股 | +1,594股+2.56% | 加仓 |
| V先锋领航指数基金VBK |
| 1.14% | 2.18% | $326.3万 | 1.2万股 | $579.6万 | 2.3万股 | -1.1万股-48.82% | 减仓 |
| G通用动力VTI |
| 0.76% | — | $216.6万 | 7,128股 | $0 | 0股 | +7,128股 | 新买入 |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.7% | 0.58% | $200.1万 | 2.4万股 | $153.7万 | 2.4万股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.68% | 0.55% | $192.7万 | 3.1万股 | $145.2万 | 3.1万股 | +466股+1.50% | 加仓 |
| S嘉信策略信托SCHF |
| 0.51% | — | $144.8万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.48% | 0.48% | $136.5万 | 7,693股 | $127.5万 | 8,160股 | -467股-5.72% | 减仓 |
 谷歌AGOOGL |
| 0.33% | 2.23% | $93.7万 | 5,317股 | $593.6万 | 3.8万股 | -3.3万股-86.15% | 减仓 |
 博通AVGO |
| 0.3% | 0.2% | $85.7万 | 3,110股 | $52.1万 | 3,110股 | 00.00% | 持仓不变 |
 VisaV |
| 0.24% | 0.26% | $68.7万 | 1,935股 | $67.8万 | 1,935股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.21% | 0.19% | $59.8万 | 2,062股 | $50.6万 | 2,062股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.2% | 0.21% | $58.2万 | 588股 | $55.6万 | 588股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.15% | 0.1% | $42.7万 | 1,952股 | $27.3万 | 1,952股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.13% | 0.16% | $38.3万 | 2,061股 | $43.2万 | 2,061股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.11% | — | $32.6万 | 3,903股 | $0 | 0股 | +3,903股 | 新买入 |
| GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC |
| 0.1% | 0.09% | $29.8万 | 6,247股 | $22.8万 | 6,247股 | 00.00% | 持仓不变 |
| IISHARES BROADUSIG |
| 0.1% | — | $27.9万 | 5,421股 | $0 | 0股 | +5,421股 | 新买入 |
 史赛克SYK |
| 0.1% | 0.1% | $27.7万 | 700股 | $26.1万 | 700股 | 00.00% | 持仓不变 |
 黑石集团BX |
| 0.09% | 0.09% | $26.1万 | 1,747股 | $24.4万 | 1,747股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JMUB |
| 0.09% | 0.08% | $24.6万 | 4,950股 | $22.5万 | 4,499股 | +451股+10.02% | 加仓 |
| IiShares安硕信托IVW |
| 0.09% | 0.08% | $24.5万 | 2,229股 | $20.7万 | 2,229股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.08% | 0.35% | $22.2万 | 390股 | $94.1万 | 2,006股 | -1,616股-80.56% | 减仓 |
 雅培ABT |
| 0.08% | 0.08% | $21.7万 | 1,599股 | $21.2万 | 1,599股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.08% | 0.09% | $21.7万 | 1,647股 | $24.7万 | 1,647股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.08% | 0.09% | $21.7万 | 446股 | $23.8万 | 446股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.07% | 0.08% | $21.2万 | 1,092股 | $20.5万 | 1,092股 | 00.00% | 持仓不变 |
 贝莱德·INC COMBLK |
| 0.07% | — | $21.2万 | 202股 | $0 | 0股 | +202股 | 新买入 |
 标普全球SPGI |
| 0.07% | 0.08% | $20.9万 | 396股 | $20.1万 | 396股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.07% | 0.08% | $20.5万 | 1,660股 | $20.2万 | 1,660股 | 00.00% | 持仓不变 |
 BOOKING COMBKNG |
| 0.07% | — | $20.3万 | 35股 | $0 | 0股 | +35股 | 新买入 |
