| I景顺交易所交易基金信托RSP |
| 21.72% | 21.19% | $3,174.0万 | 14.9万股 | $3,032.6万 | 15.1万股 | -2,290股-1.52% | 减仓 |
| IiShares安硕信托IVV |
| 13.56% | 12.12% | $1,981.5万 | 2.7万股 | $1,734.1万 | 2.4万股 | +2,443股+10.08% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 9.65% | 8.42% | $1,410.0万 | 31.3万股 | $1,205.4万 | 26.2万股 | +5.1万股+19.47% | 加仓 |
| V先锋领航·MIDVO |
| 9.13% | 8.14% | $1,333.9万 | 16.6万股 | $1,165.4万 | 14.4万股 | +2.1万股+14.67% | 加仓 |
| IiShares安硕信托LQD |
| 9.1% | 9.6% | $1,330.1万 | 12.5万股 | $1,373.6万 | 12.5万股 | -597股-0.48% | 减仓 |
 纽柯钢铁NUE |
| 8.54% | 6.69% | $1,247.1万 | 5.6万股 | $958.2万 | 5.7万股 | -720股-1.27% | 减仓 |
| IiShares安硕信托TIP |
| 7.63% | 8.03% | $1,115.4万 | 9.6万股 | $1,149.6万 | 9.1万股 | +5,510股+6.07% | 加仓 |
| IiShares白银信托SLV |
| 1.99% | 2.68% | $291.3万 | 5.5万股 | $383.5万 | 5.6万股 | -518股-0.93% | 减仓 |
| SSPDR道富指数基金EWX |
| 1.59% | 1.68% | $232.0万 | 3.4万股 | $239.8万 | 3.3万股 | +345股+1.03% | 加仓 |
| IiShares安硕信托STIP |
| 1.43% | 1.73% | $208.7万 | 2.1万股 | $247.2万 | 2.4万股 | -3,228股-13.57% | 减仓 |
| SSOFI SELECT 500 ETFSFY |
| 1.32% | 6.43% | $192.9万 | 1.3万股 | $920.5万 | 1.3万股 | +52股+0.40% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.08% | 0.96% | $157.4万 | 2,108股 | $137.5万 | 2,114股 | -6股-0.28% | 减仓 |
 英伟达NVDA |
| 1.07% | 1.08% | $156.1万 | 7,547股 | $154.0万 | 7,394股 | +153股+2.07% | 加仓 |
| IiShares比特币ETFIBIT |
| 1.06% | 1.18% | $155.0万 | 4.3万股 | $169.3万 | 3.9万股 | +4,133股+10.68% | 加仓 |
| IInvesco Capital Management LLC Water Resources EtfPHO |
| 0.87% | 0.84% | $127.2万 | 1.9万股 | $120.6万 | 1.7万股 | +1,163股+6.68% | 加仓 |
 苹果AAPL |
| 0.79% | 0.66% | $115.5万 | 3,478股 | $95.0万 | 3,509股 | -31股-0.88% | 减仓 |
 康宁GLW |
| 0.77% | 0.44% | $112.8万 | 4,418股 | $63.7万 | 4,682股 | -264股-5.64% | 减仓 |
 微软MSFT |
| 0.63% | 0.73% | $92.7万 | 2,429股 | $105.2万 | 2,477股 | -48股-1.94% | 减仓 |
| FFLAHERTY & CRUMRINE PFD INCOME COMPFO |
| 0.52% | 0.53% | $75.7万 | 8.4万股 | $75.4万 | 8.1万股 | +2,240股+2.75% | 加仓 |
 VanEck ETF信托MLN |
| 0.48% | 0.48% | $69.9万 | 4.0万股 | $68.2万 | 3.8万股 | +1,713股+4.45% | 加仓 |
 联合健康UNH |
| 0.43% | 0.37% | $62.9万 | 1,637股 | $53.5万 | 1,621股 | +16股+0.99% | 加仓 |
| EETF机会信托XRPR |
| 0.4% | 0.27% | $58.3万 | 6.6万股 | $39.1万 | 3.3万股 | +3.2万股+96.52% | 加仓 |
 应用材料AMAT |
| 0.38% | 0.28% | $55.3万 | 955股 | $39.4万 | 991股 | -36股-3.63% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.37% | 0.36% | $53.6万 | 1,083股 | $50.9万 | 1,083股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.35% | 0.34% | $51.1万 | 753股 | $48.8万 | 743股 | +10股+1.35% | 加仓 |
| EEXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFROBO |
| 0.35% | 0.36% | $50.6万 | 6,501股 | $51.7万 | 6,478股 | +23股+0.36% | 加仓 |
 亚马逊AMZN |
| 0.31% | 0.35% | $45.6万 | 1,959股 | $50.0万 | 1,922股 | +37股+1.93% | 加仓 |
| SSPDR黄金信托GLD |
| 0.29% | 0.34% | $42.5万 | 1,144股 | $48.8万 | 1,127股 | +17股+1.51% | 加仓 |
| AAMPLIFY ETF TRHACK |
| 0.28% | 0.22% | $41.6万 | 3,953股 | $30.9万 | 3,933股 | +20股+0.51% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.26% | 0.28% | $37.5万 | 7,358股 | $40.8万 | 8,000股 | -642股-8.03% | 减仓 |
 埃克森美孚XOM |
| 0.26% | 0.25% | $37.3万 | 2,379股 | $35.1万 | 2,352股 | +27股+1.15% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.25% | 0.26% | $36.1万 | 1,132股 | $37.8万 | 1,103股 | +29股+2.63% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.24% | 0.27% | $35.4万 | 4,249股 | $38.3万 | 4,640股 | -391股-8.43% | 减仓 |
 沃尔玛WMT |
| 0.24% | 0.23% | $35.1万 | 2,348股 | $32.2万 | 2,113股 | +235股+11.12% | 加仓 |
| TTEMA ETF TRUSTCANC |
| 0.23% | 0.15% | $34.0万 | 8,912股 | $22.1万 | 5,663股 | +3,249股+57.37% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.23% | — | $33.8万 | 5,696股 | $0 | 0股 | +5,696股 | 新买入 |
| IINVESCO EXCHANGE-TRADED FD TR NY AMT FRE MUNPZT |
| 0.2% | 0.17% | $29.6万 | 1.3万股 | $25.0万 | 1.1万股 | +2,211股+19.82% | 加仓 |
| IiShares安硕信托DVY |
| 0.2% | 0.19% | $29.5万 | 1,808股 | $27.5万 | 1,808股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.19% | 0.22% | $27.2万 | 456股 | $30.8万 | 456股 | 00.00% | 持仓不变 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.18% | 0.25% | $26.0万 | 3,177股 | $35.4万 | 4,287股 | -1,110股-25.89% | 减仓 |
| UUNITED STATES COPPER INDEX FUNDCPER |
| 0.17% | — | $25.2万 | 6,567股 | $0 | 0股 | +6,567股 | 新买入 |
| IiShares安硕·COREIJH |
| 0.17% | 0.17% | $24.8万 | 3,272股 | $23.8万 | 3,272股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.17% | 0.18% | $24.7万 | 1,154股 | $26.3万 | 1,135股 | +19股+1.67% | 加仓 |
 雷神技术RTX |
| 0.17% | 0.15% | $24.4万 | 1,185股 | $21.3万 | 1,185股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.16% | — | $23.3万 | 2,045股 | $0 | 0股 | +2,045股 | 新买入 |
 特斯拉TSLA |
| 0.16% | 0.19% | $23.1万 | 726股 | $27.2万 | 722股 | +4股+0.55% | 加仓 |
 PALO ALTOPANW |
| 0.15% | — | $22.4万 | 691股 | $0 | 0股 | +691股 | 新买入 |
 可口可乐KO |
| 0.15% | 0.21% | $21.6万 | 2,671股 | $29.8万 | 2,664股 | +7股+0.26% | 加仓 |
 卡地纳健康CAH |
| 0.13% | — | $19.1万 | 801股 | $0 | 0股 | +801股 | 新买入 |
