| V先锋领航指数基金VOO |
| 12.72% | 5.58% | $1,917.4万 | 2.8万股 | $682.6万 | 1.1万股 | +1.6万股+144.40% | 加仓 |
| B贝莱德ETF信托CORO |
| 8.56% | 7.27% | $1,290.4万 | 35.3万股 | $889.3万 | 27.7万股 | +7.6万股+27.47% | 加仓 |
| IiShares安硕信托IVW |
| 6.89% | 5.78% | $1,039.4万 | 7.6万股 | $707.2万 | 6.3万股 | +1.3万股+20.88% | 加仓 |
| B贝莱德ETF信托DYNF |
| 6.76% | 5.84% | $1,019.2万 | 15.0万股 | $714.5万 | 12.3万股 | +2.7万股+22.03% | 加仓 |
| IiShares安硕·S&PIVE |
| 6.22% | 6.82% | $938.6万 | 4.1万股 | $835.0万 | 4.0万股 | +1,792股+4.53% | 加仓 |
| S嘉信策略信托SCHR |
| 4.48% | 1.34% | $675.3万 | 27.4万股 | $163.9万 | 6.6万股 | +20.8万股+316.11% | 加仓 |
| B贝莱德ETF信托BAI |
| 4.04% | 3.13% | $609.9万 | 11.6万股 | $383.6万 | 11.6万股 | -727股-0.62% | 减仓 |
| IiShares安硕IEMG |
| 2.82% | 3.5% | $424.9万 | 5.1万股 | $428.1万 | 6.1万股 | -1.0万股-16.42% | 减仓 |
| I景顺交易所交易基金IISPMO |
| 2.78% | 2.66% | $419.8万 | 2.6万股 | $326.2万 | 2.9万股 | -3,109股-10.69% | 减仓 |
| B贝莱德ETF信托IALT |
| 2.73% | — | $411.7万 | 14.7万股 | $0 | 0股 | +14.7万股 | 新买入 |
| B贝莱德ETF信托BLCR |
| 2.31% | 1.96% | $348.5万 | 6.9万股 | $239.5万 | 5.8万股 | +1.1万股+18.63% | 加仓 |
| B贝莱德ETF信托THRO |
| 2.27% | 3.06% | $343.0万 | 8.0万股 | $374.4万 | 10.3万股 | -2.4万股-23.03% | 减仓 |
| GGlobal X基金SHLD |
| 2.26% | 2.24% | $340.7万 | 5.7万股 | $273.7万 | 3.9万股 | +1.8万股+47.68% | 加仓 |
| IiShares安硕信托TLH |
| 1.89% | 6.08% | $284.8万 | 2.8万股 | $744.5万 | 7.4万股 | -4.6万股-61.60% | 减仓 |
| JJPMORGAN INTERNATIONAL GROWTH ETFJIG |
| 1.69% | — | $255.0万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| SSPDR道富系列信托TFI |
| 1.57% | — | $237.4万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
| V先锋领航·TOTALBNDX |
| 1.31% | 1.31% | $197.4万 | 4.1万股 | $160.3万 | 3.3万股 | +7,389股+22.15% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 1.25% | 1.18% | $187.9万 | 4.0万股 | $144.2万 | 3.1万股 | +9,413股+30.64% | 加仓 |
 摩根大通JPM |
| 1.24% | 1.25% | $187.0万 | 5,712股 | $152.4万 | 5,181股 | +531股+10.25% | 加仓 |
 特灵科技TT |
| 1.17% | 1.17% | $177.1万 | 3,605股 | $143.7万 | 3,449股 | +156股+4.52% | 加仓 |
| EEA SERIES TRUSTUSEW |
| 1.06% | 1.14% | $159.3万 | 2.9万股 | $139.5万 | 2.9万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.02% | 1.29% | $153.3万 | 6,431股 | $157.6万 | 7,565股 | -1,134股-14.99% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 1.01% | 1.1% | $151.7万 | 2.9万股 | $134.6万 | 2.6万股 | +3,050股+11.76% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.95% | 0.74% | $143.2万 | 2.8万股 | $90.9万 | 1.8万股 | +1.0万股+55.42% | 加仓 |
 苹果AAPL |
| 0.87% | 1.1% | $130.6万 | 4,513股 | $135.2万 | 5,326股 | -813股-15.26% | 减仓 |
| I景顺交易所交易基金IIPZA |
| 0.85% | 1.38% | $128.7万 | 5.5万股 | $168.7万 | 7.3万股 | -1.9万股-25.43% | 减仓 |
 特灵科技TT |
| 0.85% | 0.82% | $127.7万 | 2,600股 | $100.0万 | 2,400股 | +200股+8.33% | 加仓 |
 英伟达NVDA |
| 0.75% | 1.03% | $113.4万 | 5,669股 | $126.1万 | 7,228股 | -1,559股-21.57% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.75% | 0.83% | $113.2万 | 3.4万股 | $102.0万 | 2.7万股 | +7,453股+28.07% | 加仓 |
| S道富SPYM |
| 0.75% | 1.59% | $112.9万 | 1.3万股 | $194.2万 | 2.5万股 | -1.3万股-49.36% | 减仓 |
| IiShares黄金信托IAU |
| 0.74% | 0.92% | $110.9万 | 1.5万股 | $113.0万 | 1.3万股 | +1,871股+14.60% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.65% | 0.37% | $98.5万 | 1,319股 | $45.5万 | 700股 | +619股+88.43% | 加仓 |
| EEA SERIES TRUSTGEQ |
| 0.57% | — | $86.2万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| IiShares安硕·MSCIQUAL |
| 0.56% | 2.73% | $84.4万 | 3,845股 | $334.7万 | 1.7万股 | -1.4万股-77.96% | 减仓 |
 高盛GS |
| 0.53% | 0.4% | $80.4万 | 795股 | $48.4万 | 572股 | +223股+38.99% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.5% | 0.53% | $74.7万 | 1,000股 | $65.0万 | 1,000股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.4% | 0.81% | $60.6万 | 1,625股 | $99.5万 | 2,688股 | -1,063股-39.55% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.38% | 0.63% | $57.7万 | 1,632股 | $77.4万 | 2,699股 | -1,067股-39.53% | 减仓 |
 雷神技术RTX |
| 0.37% | 0.23% | $55.4万 | 2,918股 | $28.6万 | 1,483股 | +1,435股+96.76% | 加仓 |
| IiShares安硕信托IUSB |
| 0.35% | 0.35% | $53.2万 | 1.2万股 | $42.6万 | 9,225股 | +2,300股+24.93% | 加仓 |
 强生JNJ |
| 0.35% | 0.5% | $52.3万 | 2,061股 | $61.3万 | 2,508股 | -447股-17.82% | 减仓 |
| IiShares安硕信托EFV |
| 0.33% | 0.52% | $50.2万 | 6,564股 | $63.4万 | 8,531股 | -1,967股-23.06% | 减仓 |
 应用材料AMAT |
| 0.33% | — | $49.4万 | 683股 | $0 | 0股 | +683股 | 新买入 |
 万豪MAR |
| 0.33% | 0.35% | $49.2万 | 1,328股 | $43.4万 | 1,327股 | +1股+0.08% | 加仓 |
 摩根士丹利MS |
| 0.32% | 0.35% | $48.9万 | 2,340股 | $42.8万 | 2,600股 | -260股-10.00% | 减仓 |
| JJPMORGAN INTERNATIONAL VALUE ETFJIVE |
| 0.31% | 2.41% | $46.4万 | 5,042股 | $294.9万 | 3.4万股 | -2.9万股-85.36% | 减仓 |
 AVANTIS INTLNGG |
| 0.31% | 0.7% | $46.3万 | 5,185股 | $86.0万 | 1.0万股 | -4,946股-48.82% | 减仓 |
 道明尼能源D |
| 0.31% | 0.4% | $46.0万 | 6,739股 | $49.2万 | 7,959股 | -1,220股-15.33% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.3% | 0.57% | $45.9万 | 4,754股 | $69.9万 | 8,677股 | -3,923股-45.21% | 减仓 |
 博通AVGO |
| 0.29% | 0.43% | $43.6万 | 1,154股 | $52.5万 | 1,696股 | -542股-31.96% | 减仓 |
