| S嘉信策略信托SCHC |
| 5.19% | 4.46% | $3,522.5万 | 66.8万股 | $2,637.9万 | 53.9万股 | +12.9万股+23.84% | 加仓 |
| S道富SPYM |
| 4.04% | 4.22% | $2,742.8万 | 31.2万股 | $2,496.2万 | 32.6万股 | -1.4万股-4.30% | 减仓 |
 谷歌AGOOGL |
| 1.62% | 1.51% | $1,100.2万 | 3.1万股 | $890.5万 | 3.1万股 | -182股-0.59% | 减仓 |
| IiShares安硕信托IVV |
| 1.62% | 1.65% | $1,100.1万 | 1.5万股 | $977.1万 | 1.5万股 | -270股-1.80% | 减仓 |
 微软MSFT |
| 1.59% | 1.62% | $1,079.5万 | 2.9万股 | $957.3万 | 2.6万股 | +3,077股+11.90% | 加仓 |
| IiShares安硕信托EFV |
| 1.59% | 2% | $1,076.7万 | 14.1万股 | $1,179.8万 | 15.9万股 | -1.8万股-11.36% | 减仓 |
| B贝莱德ETF信托DYNF |
| 1.52% | 1.64% | $1,029.2万 | 15.1万股 | $966.7万 | 16.6万股 | -1.5万股-8.93% | 减仓 |
| IiShares安硕IEMG |
| 1.41% | 1.42% | $955.9万 | 11.5万股 | $840.9万 | 12.1万股 | -5,160股-4.28% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.4% | 1.55% | $953.0万 | 4.2万股 | $918.0万 | 4.3万股 | -1,506股-3.46% | 减仓 |
| IiShares安硕信托IVW |
| 1.4% | 1.44% | $951.4万 | 6.9万股 | $849.5万 | 7.5万股 | -5,923股-7.89% | 减仓 |
| WWISDOMTREE U.S. LARGECAP FUNDEPS |
| 1.37% | 1.11% | $931.1万 | 12.0万股 | $655.6万 | 9.6万股 | +2.3万股+24.35% | 加仓 |
 苹果AAPL |
| 1.37% | 1.31% | $928.8万 | 3.2万股 | $774.0万 | 3.0万股 | +1,602股+5.25% | 加仓 |
| V先锋领航·MIDVO |
| 1.34% | 1.06% | $911.0万 | 11.3万股 | $626.4万 | 2.2万股 | +9.1万股+418.37% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.29% | 0.95% | $872.9万 | 2.9万股 | $563.4万 | 2.4万股 | +5,103股+21.52% | 加仓 |
 亚马逊AMZN |
| 1.21% | 1.22% | $822.1万 | 3.4万股 | $719.9万 | 3.5万股 | -75股-0.22% | 减仓 |
 英伟达NVDA |
| 1.19% | 1.11% | $807.5万 | 4.0万股 | $654.5万 | 3.8万股 | +2,825股+7.53% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.1% | 1.24% | $750.1万 | 3.4万股 | $731.3万 | 3.8万股 | -3,943股-10.34% | 减仓 |
 礼来LLY |
| 1.08% | 0.96% | $734.8万 | 6,126股 | $565.9万 | 6,153股 | -27股-0.44% | 减仓 |
| IiShares安硕信托IGIB |
| 1.03% | 0.84% | $696.8万 | 13.1万股 | $498.1万 | 9.4万股 | +3.7万股+40.03% | 加仓 |
| TT. ROWE PRICE INTERNATIONAL EQUITY ETFTOUS |
| 1.02% | 0.97% | $694.3万 | 18.1万股 | $576.1万 | 16.7万股 | +1.4万股+8.49% | 加仓 |
 应用材料AMAT |
| 1.01% | 0.66% | $684.9万 | 9,473股 | $388.6万 | 1.1万股 | -1,897股-16.68% | 减仓 |
| B贝莱德ETF信托BAI |
| 0.85% | 0.65% | $580.0万 | 11.0万股 | $381.4万 | 11.6万股 | -5,735股-4.95% | 减仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 0.85% | 0.82% | $575.0万 | 11.8万股 | $487.6万 | 9.6万股 | +2.2万股+23.11% | 加仓 |
 Meta平台META |
| 0.85% | 0.96% | $574.1万 | 1.0万股 | $567.7万 | 9,922股 | +270股+2.72% | 加仓 |
 博通AVGO |
| 0.84% | 0.78% | $570.6万 | 1.5万股 | $458.8万 | 1.5万股 | +279股+1.88% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.84% | 0.83% | $568.0万 | 9.2万股 | $488.6万 | 8.8万股 | +4,425股+5.03% | 加仓 |
| S道富SPHY |
| 0.83% | 0.73% | $562.0万 | 24.0万股 | $432.1万 | 18.5万股 | +5.4万股+29.39% | 加仓 |
 飞塔FTNT |
| 0.83% | 0.43% | $561.9万 | 3.7万股 | $255.9万 | 3.1万股 | +5,257股+16.78% | 加仓 |
| FFT VEST BITCOIN STR FLOOR15 OCT ETFBFOC |
| 0.82% | 0.98% | $559.9万 | 33.2万股 | $578.4万 | 33.6万股 | -3,932股-1.17% | 减仓 |
 PALO ALTOPANW |
| 0.81% | 0.05% | $553.1万 | 1.6万股 | $30.7万 | 1,917股 | +1.4万股+746.01% | 加仓 |
| V先锋领航指数基金VOO |
| 0.79% | 0.75% | $533.4万 | 7,767股 | $442.1万 | 7,399股 | +368股+4.97% | 加仓 |
| IiShares安硕信托ITOT |
| 0.77% | 0.8% | $522.1万 | 3.2万股 | $474.4万 | 3.4万股 | -1,645股-4.90% | 减仓 |
 台积电TSM |
| 0.76% | 0.7% | $514.1万 | 1.1万股 | $412.1万 | 1.2万股 | -1,428股-11.71% | 减仓 |
 VisaV |
| 0.75% | 0.66% | $506.7万 | 1.5万股 | $389.6万 | 1.3万股 | +1,880股+14.58% | 加仓 |
 联合健康UNH |
| 0.74% | 0.5% | $503.1万 | 1.2万股 | $298.0万 | 1.1万股 | +1,089股+9.89% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.73% | 0.68% | $492.4万 | 9,840股 | $401.7万 | 8,383股 | +1,457股+17.38% | 加仓 |
| VVANECK ETF TR VANECK BDC INCOME ETFBIZD |
| 0.72% | 0.42% | $489.9万 | 38.7万股 | $246.7万 | 19.3万股 | +19.4万股+100.73% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.71% | 0.62% | $479.2万 | 3.0万股 | $368.0万 | 3.3万股 | -3,156股-9.62% | 减仓 |
| BBNY MELLON ETF TRUST IIBKDV |
| 0.7% | 0.64% | $472.0万 | 14.1万股 | $377.6万 | 12.7万股 | +1.4万股+10.71% | 加仓 |
 摩根大通JPM |
| 0.69% | 0.64% | $465.8万 | 1.4万股 | $376.1万 | 1.3万股 | +1,445股+11.30% | 加仓 |
| IiShares安硕·10 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGLB |
| 0.67% | 0.84% | $452.6万 | 9.0万股 | $497.4万 | 10.0万股 | -9,768股-9.75% | 减仓 |
| FFIRST TR EXCHANGE-TRADED FD VEST GOLD STRTGYBGLD |
| 0.66% | 0.8% | $445.3万 | 27.3万股 | $470.6万 | 27.5万股 | -1,223股-0.45% | 减仓 |
| S道富SPSM |
| 0.65% | 0.51% | $439.6万 | 7.6万股 | $300.6万 | 6.2万股 | +1.4万股+22.53% | 加仓 |
| F第一信托交易所交易基金VIILDR |
| 0.64% | 0.45% | $434.9万 | 11.1万股 | $264.2万 | 8.9万股 | +2.2万股+24.94% | 加仓 |
 强生JNJ |
| 0.63% | 0.6% | $425.0万 | 1.7万股 | $356.4万 | 1.5万股 | +2,151股+14.75% | 加仓 |
| S嘉信·USSCHX |
| 0.62% | 0.65% | $422.9万 | 14.4万股 | $383.0万 | 14.9万股 | -5,685股-3.81% | 减仓 |
| F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI |
| 0.61% | 0.57% | $414.9万 | 10.2万股 | $340.0万 | 8.4万股 | +1.8万股+21.92% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.61% | 0.51% | $412.7万 | 7.9万股 | $300.0万 | 5.7万股 | +2.2万股+37.94% | 加仓 |
 特斯拉TSLA |
| 0.59% | 0.48% | $398.2万 | 9,468股 | $284.8万 | 7,660股 | +1,808股+23.60% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 0.57% | 0.66% | $388.2万 | 9.0万股 | $388.0万 | 9.8万股 | -8,416股-8.55% | 减仓 |
