| S道富SPYM |
| 13.96% | 13.61% | $2,918.7万 | 33.2万股 | $2,516.4万 | 32.9万股 | +3,351股+1.02% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 3.79% | 3.7% | $792.6万 | 22.8万股 | $684.5万 | 22.4万股 | +3,283股+1.46% | 加仓 |
| V先锋领航指数基金VUG |
| 3.79% | 3.52% | $792.0万 | 9.2万股 | $650.3万 | 1.5万股 | +7.7万股+517.57% | 加仓 |
| V先锋领航·CORE PLUS BOND ETFVPLS |
| 3.43% | 3.71% | $716.9万 | 9.2万股 | $686.3万 | 8.8万股 | +3,956股+4.47% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.85% | 2.81% | $595.5万 | 17.6万股 | $519.4万 | 17.8万股 | -2,344股-1.31% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.82% | 2.64% | $589.7万 | 1.7万股 | $489.1万 | 1.7万股 | -359股-2.11% | 减仓 |
| IiShares安硕信托ICSH |
| 2.41% | 2.71% | $504.0万 | 10.0万股 | $501.1万 | 9.9万股 | +650股+0.66% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 2.14% | 2.15% | $447.6万 | 11.3万股 | $398.1万 | 11.1万股 | +1,725股+1.55% | 加仓 |
| S嘉信策略信托SCHD |
| 2.01% | 2.2% | $419.9万 | 13.2万股 | $406.4万 | 13.2万股 | -69股-0.05% | 减仓 |
| I景顺QQQ信托VOO |
| 1.95% | 1.74% | $407.6万 | 5,534股 | $322.6万 | 5,590股 | -56股-1.00% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.77% | 1.88% | $371.0万 | 2.3万股 | $346.9万 | 2.3万股 | +53股+0.23% | 加仓 |
| IiShares安硕信托IEFA |
| 1.76% | 1.21% | $367.0万 | 3.8万股 | $223.0万 | 2.5万股 | +1.3万股+54.30% | 加仓 |
| B贝莱德ETF信托BAI |
| 1.73% | 1.24% | $362.2万 | 6.9万股 | $228.5万 | 6.9万股 | -638股-0.92% | 减仓 |
| IiShares安硕信托IVV |
| 1.64% | 1.6% | $343.2万 | 4,583股 | $296.1万 | 4,534股 | +49股+1.08% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.6% | 1.71% | $335.3万 | 5.9万股 | $316.6万 | 5.6万股 | +3,510股+6.28% | 加仓 |
 谷歌AGOOGL |
| 1.6% | 1.5% | $335.2万 | 9,380股 | $278.2万 | 9,674股 | -294股-3.04% | 减仓 |
| S嘉信·USSCHA |
| 1.56% | 1.34% | $325.9万 | 9.0万股 | $247.8万 | 8.5万股 | +4,968股+5.83% | 加仓 |
| VVanEck Russia ETFBBH |
| 1.56% | 1.66% | $325.1万 | 3.1万股 | $306.3万 | 3.2万股 | -400股-1.26% | 减仓 |
| S嘉信策略信托SCHM |
| 1.53% | 1.37% | $319.0万 | 8.7万股 | $253.5万 | 8.2万股 | +4,644股+5.67% | 加仓 |
| V先锋领航指数基金VOO |
| 1.43% | 1.42% | $298.6万 | 4,347股 | $263.1万 | 4,403股 | -56股-1.27% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.4% | 1.54% | $292.3万 | 5,842股 | $284.7万 | 5,942股 | -100股-1.68% | 减仓 |
 英伟达NVDA |
| 1.37% | 1.36% | $286.2万 | 1.4万股 | $252.3万 | 1.4万股 | -164股-1.13% | 减仓 |
 苹果AAPL |
| 1.34% | 1.31% | $279.8万 | 9,671股 | $242.6万 | 9,560股 | +111股+1.16% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.32% | 1.74% | $276.9万 | 5.2万股 | $322.5万 | 5.3万股 | -507股-0.96% | 减仓 |
| V先锋领航全球基金VGT |
| 1.3% | 1.16% | $271.2万 | 2.3万股 | $213.8万 | 3,065股 | +2.0万股+640.26% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.25% | 1.23% | $260.6万 | 9.0万股 | $226.6万 | 9.0万股 | -307股-0.34% | 减仓 |
| IiShares安硕信托TLT |
| 1.22% | 1.41% | $254.1万 | 2.9万股 | $260.7万 | 3.0万股 | -669股-2.22% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 1.08% | 1.06% | $224.9万 | 1.0万股 | $196.6万 | 1.0万股 | +2股+0.02% | 加仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 1% | 1.3% | $208.7万 | 4.1万股 | $241.1万 | 4.1万股 | +40股+0.10% | 加仓 |
| IiShares安硕信托MAXJ |
| 0.96% | 1.05% | $201.4万 | 6.9万股 | $194.7万 | 6.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFV |
| 0.96% | 0.94% | $200.9万 | 2.6万股 | $173.3万 | 2.3万股 | +2,931股+12.57% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.88% | 1.14% | $183.5万 | 5.5万股 | $211.7万 | 5.5万股 | +17股+0.03% | 加仓 |
| NNORTHERN LTS FD TR IIIQQH |
| 0.84% | 0.87% | $176.3万 | 2.1万股 | $160.8万 | 2.3万股 | -2,420股-10.51% | 减仓 |
 亚马逊AMZN |
| 0.83% | 0.81% | $172.7万 | 7,246股 | $149.0万 | 7,154股 | +92股+1.29% | 加仓 |
| IiShares安硕信托IDV |
| 0.75% | 0.83% | $156.6万 | 3.8万股 | $153.4万 | 3.6万股 | +1,744股+4.84% | 加仓 |
 Meta平台META |
| 0.74% | 0.84% | $155.7万 | 2,764股 | $156.0万 | 2,726股 | +38股+1.39% | 加仓 |
| FFUNDSTRAT GRANNYGRNY |
| 0.72% | 0.6% | $151.3万 | 5.5万股 | $111.0万 | 4.7万股 | +8,200股+17.63% | 加仓 |
| NNORTHERN LTS FD TR IIILGH |
| 0.72% | 0.77% | $150.4万 | 2.4万股 | $142.7万 | 2.5万股 | -1,453股-5.80% | 减仓 |
| GGlobal X基金SHLD |
| 0.71% | 0.78% | $148.0万 | 2.5万股 | $144.7万 | 2.0万股 | +4,370股+21.40% | 加仓 |
| WWisdomTree信托DGRW |
| 0.66% | 0.88% | $137.9万 | 1.4万股 | $163.5万 | 1.9万股 | -4,191股-22.52% | 减仓 |
 微软MSFT |
| 0.64% | 0.76% | $134.3万 | 3,599股 | $140.6万 | 3,799股 | -200股-5.26% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.63% | 0.64% | $131.4万 | 1.5万股 | $119.0万 | 1.5万股 | -55股-0.36% | 减仓 |
 百事可乐PEP |
| 0.6% | 0.79% | $125.5万 | 9,268股 | $145.3万 | 9,358股 | -90股-0.96% | 减仓 |
| IINVESCO CEF INCOME COMPOSITE ETFPCEF |
| 0.59% | 0.55% | $122.7万 | 6.0万股 | $101.1万 | 5.4万股 | +6,685股+12.44% | 加仓 |
 嘉信理财SCHW |
| 0.58% | 0.67% | $120.7万 | 1.3万股 | $124.4万 | 1.3万股 | -150股-1.13% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 0.56% | 0.54% | $116.5万 | 1.4万股 | $99.5万 | 1.5万股 | -200股-1.37% | 减仓 |
| WWisdomTree信托DTD |
| 0.54% | 0.56% | $113.0万 | 1.2万股 | $104.2万 | 1.2万股 | +55股+0.46% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.52% | 0.42% | $109.2万 | 1.8万股 | $78.1万 | 1.4万股 | +3,700股+26.29% | 加仓 |
| MMORGAN STANLEY ETF TRUSTMSOL |
| 0.52% | 0.51% | $108.7万 | 2.2万股 | $95.2万 | 1.9万股 | +2,630股+13.87% | 加仓 |
| IISHARES TR MRNING SM CP ETFISCV |
| 0.51% | 0.51% | $106.7万 | 1.4万股 | $94.3万 | 1.4万股 | +53股+0.39% | 加仓 |
