| J摩根大通交易所交易基金JMST |
| 13.05% | 14.53% | $2,562.2万 | 50.2万股 | $2,664.8万 | 52.3万股 | -2.0万股-3.89% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 11.95% | 11.19% | $2,347.5万 | 81.1万股 | $2,052.6万 | 81.8万股 | -7,155股-0.87% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 11.42% | 11.95% | $2,242.8万 | 45.1万股 | $2,191.8万 | 44.0万股 | +1.0万股+2.34% | 加仓 |
| S嘉信策略信托SCHD |
| 10.15% | 10.34% | $1,994.1万 | 62.9万股 | $1,896.1万 | 61.8万股 | +1.1万股+1.75% | 加仓 |
| IiShares安硕信托IVV |
| 8.9% | 8.31% | $1,748.3万 | 2.3万股 | $1,523.6万 | 2.3万股 | +20股+0.09% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 6.17% | 6% | $1,212.3万 | 5.1万股 | $1,100.6万 | 5.1万股 | +60股+0.12% | 加仓 |
| IiShares安硕·COREIJR |
| 5.53% | 5.05% | $1,086.7万 | 7.3万股 | $926.1万 | 7.5万股 | -1,232股-1.65% | 减仓 |
| G通用动力VTI |
| 4.15% | 3.85% | $815.4万 | 2.2万股 | $706.3万 | 2.2万股 | +20股+0.09% | 加仓 |
| IiShares安硕·COREIJH |
| 3.68% | 3.65% | $723.6万 | 9.4万股 | $670.1万 | 9.9万股 | -5,393股-5.43% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 3.39% | 3.56% | $666.5万 | 13.3万股 | $653.7万 | 13.1万股 | +1,819股+1.39% | 加仓 |
| V先锋领航指数基金VOO |
| 2.95% | 2.44% | $579.7万 | 7,873股 | $448.0万 | 7,763股 | +110股+1.42% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.92% | 2.81% | $573.4万 | 2.7万股 | $515.9万 | 2.7万股 | +64股+0.24% | 加仓 |
| AABRDN SILVER ETF TRUSTSIVR |
| 2.2% | 3.01% | $431.2万 | 7.7万股 | $551.7万 | 7.7万股 | -340股-0.44% | 减仓 |
| IiShares黄金信托IAU |
| 2.09% | 2.59% | $409.9万 | 5.4万股 | $475.8万 | 5.4万股 | +317股+0.59% | 加仓 |
| V先锋领航全球基金VGT |
| 1.8% | 1.4% | $352.7万 | 3.0万股 | $257.3万 | 3,688股 | +2.6万股+700.11% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.7% | 1.58% | $334.1万 | 4.0万股 | $290.7万 | 3.9万股 | +1,186股+3.06% | 加仓 |
 强生JNJ |
| 1.04% | 1.08% | $205.1万 | 8,077股 | $197.4万 | 8,076股 | +1股+0.01% | 加仓 |
| IiShares安硕信托IWD |
| 0.86% | 0.81% | $168.8万 | 6,964股 | $148.8万 | 6,964股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.39% | 0.36% | $76.4万 | 1,866股 | $66.4万 | 1,862股 | +4股+0.21% | 加仓 |
 苹果AAPL |
| 0.39% | 0.36% | $75.6万 | 2,614股 | $66.3万 | 2,612股 | +2股+0.08% | 加仓 |
 亚马逊AMZN |
| 0.37% | 0.49% | $72.5万 | 3,040股 | $90.6万 | 4,350股 | -1,310股-30.11% | 减仓 |
 微软MSFT |
| 0.37% | 0.39% | $72.4万 | 1,940股 | $71.7万 | 1,936股 | +4股+0.21% | 加仓 |
| SSPDR黄金信托GLD |
| 0.32% | 0.4% | $62.4万 | 1,694股 | $72.9万 | 1,694股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VDE |
| 0.32% | 0.36% | $62.2万 | 4,140股 | $66.3万 | 3,829股 | +311股+8.12% | 加仓 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 0.31% | 0.34% | $61.4万 | 5,741股 | $62.0万 | 5,739股 | +2股+0.03% | 加仓 |
 AMD超威AMD |
| 0.3% | 0.11% | $59.0万 | 1,015股 | $20.6万 | 1,015股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.29% | 0.36% | $57.9万 | 1.7万股 | $66.8万 | 1.7万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.21% | 0.19% | $41.1万 | 4,775股 | $34.7万 | 795股 | +3,980股+500.63% | 加仓 |
| IiShares U.S. Oil Equipment & Services ETFIEZ |
| 0.19% | 0.22% | $38.3万 | 1.4万股 | $41.1万 | 1.4万股 | +32股+0.23% | 加仓 |
| VVanEck ETF信托OIH |
| 0.19% | 0.16% | $37.4万 | 1,005股 | $29.5万 | 730股 | +275股+37.67% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.18% | 0.16% | $36.3万 | 1,028股 | $29.5万 | 1,027股 | +1股+0.10% | 加仓 |
| AAvantis·U SAVUV |
| 0.18% | — | $34.7万 | 2,784股 | $0 | 0股 | +2,784股 | 新买入 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.17% | 0.15% | $32.5万 | 887股 | $28.2万 | 887股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.16% | 0.18% | $30.9万 | 1,544股 | $32.2万 | 1,844股 | -300股-16.27% | 减仓 |
 AMGEN COMAMGN |
| 0.16% | 0.16% | $30.9万 | 852股 | $29.9万 | 849股 | +3股+0.35% | 加仓 |
| V先锋领航市政债券基金VCRM |
| 0.15% | 0.16% | $30.2万 | 3,951股 | $29.4万 | 3,915股 | +36股+0.92% | 加仓 |
| FFIDELITY MERRIMACK STR TRFMUN |
| 0.15% | 0.16% | $29.9万 | 5,933股 | $29.2万 | 5,884股 | +49股+0.83% | 加仓 |
 联合健康UNH |
| 0.15% | — | $29.3万 | 705股 | $0 | 0股 | +705股 | 新买入 |
 博通AVGO |
| 0.14% | 0.13% | $28.3万 | 750股 | $23.2万 | 750股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.14% | 0.16% | $27.3万 | 2,410股 | $29.8万 | 2,401股 | +9股+0.37% | 加仓 |
| IiShares白银信托SLV |
| 0.12% | 0.17% | $24.3万 | 4,548股 | $31.0万 | 4,548股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.12% | — | $24.0万 | 671股 | $0 | 0股 | +671股 | 新买入 |
| SSPDR道富系列信托SDY |
| 0.11% | 0.12% | $22.5万 | 1,478股 | $21.4万 | 1,470股 | +8股+0.54% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.11% | — | $22.1万 | 2,141股 | $0 | 0股 | +2,141股 | 新买入 |
| V先锋领航全球基金VOX |
| 0.11% | 0.11% | $21.6万 | 1,173股 | $21.0万 | 1,170股 | +3股+0.26% | 加仓 |
| GGLOBAL X SILVER MINERS ETFSIL |
| 0.11% | 0.14% | $21.5万 | 2,777股 | $25.0万 | 2,777股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.11% | — | $20.8万 | 556股 | $0 | 0股 | +556股 | 新买入 |
