| PPGIM AAAPAAA |
| 7.51% | — | $3,701.4万 | 72.2万股 | $0 | 0股 | +72.2万股 | 新买入 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 6.68% | 10.17% | $3,294.5万 | 65.1万股 | $3,988.0万 | 78.8万股 | -13.7万股-17.33% | 减仓 |
 英伟达NVDA |
| 6.47% | 6.95% | $3,188.8万 | 15.9万股 | $2,725.0万 | 15.6万股 | +3,115股+1.99% | 加仓 |
| TTCW ETF TRUSTXB |
| 5.37% | 0.22% | $2,646.2万 | 67.5万股 | $84.9万 | 2.2万股 | +65.3万股+3,020.30% | 加仓 |
| V先锋领航指数基金VOO |
| 5.25% | 5.68% | $2,589.7万 | 3.8万股 | $2,226.4万 | 3.7万股 | +447股+1.20% | 加仓 |
| IiShares安硕信托IEFA |
| 4.85% | 5.02% | $2,393.0万 | 24.8万股 | $1,969.2万 | 21.8万股 | +3.0万股+13.91% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 4.36% | 3.64% | $2,150.2万 | 7.1万股 | $1,428.7万 | 6.0万股 | +1.1万股+18.04% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 4.16% | 3.9% | $2,051.5万 | 66.0万股 | $1,528.7万 | 54.9万股 | +11.1万股+20.17% | 加仓 |
 苹果AAPL |
| 3.77% | 4.17% | $1,857.0万 | 6.4万股 | $1,635.1万 | 6.4万股 | -253股-0.39% | 减仓 |
| V先锋领航斯科茨代尔基金VONV |
| 2.49% | 2.71% | $1,229.2万 | 11.6万股 | $1,060.8万 | 11.3万股 | +2,461股+2.17% | 加仓 |
 亚马逊AMZN |
| 2.27% | 2.33% | $1,121.2万 | 4.7万股 | $914.2万 | 4.4万股 | +3,146股+7.17% | 加仓 |
 微软MSFT |
| 2.09% | 2.59% | $1,028.8万 | 2.8万股 | $1,013.9万 | 2.7万股 | +191股+0.70% | 加仓 |
 谷歌AGOOGL |
| 1.74% | 1.7% | $859.8万 | 2.4万股 | $666.0万 | 2.3万股 | +898股+3.88% | 加仓 |
 特斯拉TSLA |
| 1.66% | 1.75% | $819.4万 | 1.9万股 | $687.7万 | 1.8万股 | +984股+5.32% | 加仓 |
 AMD超威AMD |
| 1.65% | 0.73% | $815.6万 | 1.4万股 | $284.7万 | 1.4万股 | +45股+0.32% | 加仓 |
| IiShares安硕信托GJS |
| 1.58% | 1.7% | $781.4万 | 34.3万股 | $668.4万 | 29.2万股 | +5.1万股+17.57% | 加仓 |
| IiShares安硕信托IGIB |
| 1.58% | 2.78% | $780.2万 | 14.7万股 | $1,089.4万 | 20.5万股 | -5.8万股-28.32% | 减仓 |
 Meta平台META |
| 1.58% | 2.01% | $780.1万 | 1.4万股 | $787.8万 | 1.4万股 | +79股+0.57% | 加仓 |
 高盛GS |
| 1.55% | 1.63% | $764.7万 | 7,561股 | $639.4万 | 7,558股 | +3股+0.04% | 加仓 |
| IiShares安硕IEMG |
| 1.5% | 1.54% | $742.0万 | 9.0万股 | $605.2万 | 8.7万股 | +2,804股+3.23% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.46% | 1.45% | $722.1万 | 2.0万股 | $567.1万 | 2.0万股 | +665股+3.36% | 加仓 |
 摩根大通JPM |
| 1.28% | 1.44% | $628.7万 | 1.9万股 | $563.2万 | 1.9万股 | +61股+0.32% | 加仓 |
| EEA SERIES TRUSTFRDM |
| 1.26% | 0.59% | $620.5万 | 8.5万股 | $231.3万 | 4.2万股 | +4.3万股+101.16% | 加仓 |
| I景顺QQQ信托VOO |
| 1.17% | 0.96% | $578.9万 | 7,862股 | $377.6万 | 6,543股 | +1,319股+20.16% | 加仓 |
| GGlobal X基金CLIP |
| 1.17% | 1.6% | $574.8万 | 5.7万股 | $626.5万 | 6.2万股 | -5,143股-8.24% | 减仓 |
| V先锋领航全球基金VGT |
| 1.12% | 0.99% | $551.3万 | 4.6万股 | $388.1万 | 5,562股 | +4.1万股+729.29% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.08% | 1.19% | $532.7万 | 7.5万股 | $466.1万 | 7.3万股 | +2,019股+2.78% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.06% | 1.2% | $524.0万 | 1.0万股 | $469.3万 | 9,794股 | +677股+6.91% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.89% | 0.68% | $441.3万 | 3.6万股 | $266.3万 | 6,246股 | +2.9万股+468.96% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.77% | 0.83% | $378.8万 | 7.4万股 | $324.3万 | 6.4万股 | +1.1万股+16.73% | 加仓 |
 好市多COST |
| 0.73% | 1% | $358.4万 | 3,831股 | $390.6万 | 3,920股 | -89股-2.27% | 减仓 |
| G通用动力VTI |
| 0.69% | 0.69% | $338.9万 | 9,160股 | $271.1万 | 8,449股 | +711股+8.42% | 加仓 |
| IiShares黄金信托IAU |
| 0.63% | 0.93% | $310.8万 | 4.1万股 | $365.5万 | 4.1万股 | -297股-0.72% | 减仓 |
| V先锋领航指数基金VB |
| 0.57% | 0.61% | $280.9万 | 9,267股 | $240.9万 | 9,197股 | +70股+0.76% | 加仓 |
| SSPDR黄金信托GLD |
| 0.56% | 0.69% | $277.2万 | 7,524股 | $272.3万 | 6,328股 | +1,196股+18.90% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.54% | 0.7% | $265.4万 | 2.9万股 | $276.3万 | 3.0万股 | -1,195股-3.96% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.53% | 0.04% | $262.7万 | 4.7万股 | $14.2万 | 2,503股 | +4.4万股+1,757.97% | 加仓 |
| BBITWISE BITCOIN ETF TRBITB |
| 0.49% | 0.7% | $243.6万 | 7.6万股 | $273.0万 | 7.4万股 | +2,290股+3.09% | 加仓 |
| EEA SERIES TRUSTUSEW |
| 0.47% | 0.52% | $233.1万 | 4.2万股 | $204.1万 | 4.2万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.47% | 0.59% | $231.4万 | 1.6万股 | $231.7万 | 1.6万股 | +39股+0.25% | 加仓 |
| IiShares安硕信托IVV |
| 0.47% | 0.74% | $230.5万 | 3,078股 | $290.1万 | 4,441股 | -1,363股-30.69% | 减仓 |
 美国运通AXP |
| 0.43% | 0.45% | $211.5万 | 6,254股 | $177.8万 | 5,878股 | +376股+6.40% | 加仓 |
| J骏利亨德森JAAA |
| 0.41% | 9.43% | $202.9万 | 4.0万股 | $3,695.7万 | 73.4万股 | -69.4万股-94.52% | 减仓 |
| IISHARES MSCI WORLD SMALL-CAP ETFWSML |
| 0.41% | 0.15% | $202.6万 | 5.7万股 | $59.3万 | 1.9万股 | +3.8万股+201.16% | 加仓 |
 伊顿ETN |
| 0.4% | 0.42% | $198.9万 | 4,668股 | $166.6万 | 4,659股 | +9股+0.19% | 加仓 |
 贝莱德·INC COMBLK |
| 0.36% | 0.45% | $176.9万 | 1,839股 | $176.4万 | 1,834股 | +5股+0.27% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.36% | 0.45% | $176.1万 | 3.5万股 | $175.0万 | 3.5万股 | -274股-0.78% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.35% | 0.24% | $173.6万 | 2,325股 | $92.2万 | 1,418股 | +907股+63.96% | 加仓 |
| G高盛ETF信托GBIL |
| 0.31% | — | $150.9万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.27% | — | $133.2万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
