| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 11.67% | 11.04% | $1,943.0万 | 23.5万股 | $1,641.0万 | 4.0万股 | +19.5万股+484.25% | 加仓 |
| PPUTNAM ETF TRUSTPVAL |
| 11.33% | 11.59% | $1,885.2万 | 37.0万股 | $1,722.9万 | 37.1万股 | -1,317股-0.35% | 减仓 |
| S道富SPYM |
| 9.69% | 9.45% | $1,612.0万 | 18.3万股 | $1,405.3万 | 18.4万股 | -165股-0.09% | 减仓 |
| PPACER SWAN SOS FUND OF FUNDS ETFPSFF |
| 7.61% | 7.77% | $1,266.4万 | 36.9万股 | $1,154.6万 | 36.0万股 | +8,798股+2.44% | 加仓 |
| J摩根大通交易所交易基金JPSE |
| 5.83% | 5.69% | $971.1万 | 16.1万股 | $845.7万 | 16.1万股 | +109股+0.07% | 加仓 |
| F富兰克林邓普顿ETF信托YLDE |
| 5.33% | 5.55% | $887.6万 | 15.3万股 | $825.7万 | 15.0万股 | +3,028股+2.01% | 加仓 |
| IiShares安硕信托IVV |
| 3.94% | 3.81% | $656.1万 | 8,761股 | $566.7万 | 8,675股 | +86股+0.99% | 加仓 |
| VVIRTUS ETF TR IIKMID |
| 3% | 3.07% | $498.9万 | 19.9万股 | $455.8万 | 19.1万股 | +7,656股+4.00% | 加仓 |
| C资本集团固定收益ETF信托CGCB |
| 2.84% | 3.12% | $472.6万 | 18.1万股 | $464.1万 | 17.7万股 | +3,813股+2.16% | 加仓 |
| S嘉信策略信托SCHD |
| 2.78% | 3.01% | $463.1万 | 14.6万股 | $448.2万 | 14.6万股 | -49股-0.03% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.72% | 3.27% | $452.6万 | 2.3万股 | $486.2万 | 2.6万股 | -3,480股-13.19% | 减仓 |
| I景顺QQQ信托VOO |
| 2.7% | 2.42% | $450.2万 | 6,113股 | $359.4万 | 6,227股 | -114股-1.83% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 2.66% | 2.99% | $443.4万 | 9.6万股 | $444.1万 | 9.6万股 | -103股-0.11% | 减仓 |
 英伟达NVDA |
| 2.22% | 1.17% | $370.2万 | 1.9万股 | $174.6万 | 1.0万股 | +8,494股+84.86% | 加仓 |
| PPacer基金信托CALF |
| 2.2% | 2.52% | $365.5万 | 7.2万股 | $374.1万 | 8.3万股 | -1.1万股-13.36% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.12% | 2.6% | $352.0万 | 7.0万股 | $386.2万 | 7.6万股 | -6,702股-8.78% | 减仓 |
| C资本集团固定收益ETF信托CGMS |
| 2.11% | 2.29% | $350.9万 | 12.8万股 | $340.0万 | 12.5万股 | +3,527股+2.82% | 加仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 1.85% | 1.91% | $307.6万 | 4.1万股 | $283.7万 | 4.2万股 | -1,230股-2.91% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.45% | 1.63% | $241.8万 | 4,833股 | $241.8万 | 5,046股 | -213股-4.22% | 减仓 |
| V先锋领航指数基金VOO |
| 1.04% | 0.97% | $172.7万 | 2,515股 | $144.9万 | 2,425股 | +90股+3.71% | 加仓 |
| TTHE ALGER ETF TRUSTFRTY |
| 0.93% | 0.79% | $154.2万 | 6.2万股 | $117.4万 | 6.0万股 | +1,873股+3.11% | 加仓 |
 苹果AAPL |
| 0.9% | 0.95% | $150.2万 | 5,189股 | $141.9万 | 5,592股 | -403股-7.21% | 减仓 |
| IISHARES MORNINGSTAR US EQUITY ETFILCB |
| 0.67% | 0.67% | $111.7万 | 1.1万股 | $99.5万 | 1.1万股 | -299股-2.70% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 0.64% | 0.62% | $107.3万 | 1.3万股 | $92.1万 | 1.3万股 | -253股-1.87% | 减仓 |
| F第一信托交易所交易基金FTCS |
| 0.64% | 0.73% | $105.9万 | 1.1万股 | $107.8万 | 1.2万股 | -342股-2.94% | 减仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.56% | 0.56% | $92.7万 | 5.2万股 | $82.9万 | 5.2万股 | -487股-0.93% | 减仓 |
| V先锋领航指数基金VBK |
| 0.55% | 0.54% | $92.0万 | 2,517股 | $79.8万 | 2,641股 | -124股-4.70% | 减仓 |
| GGRAYSCALE DIGITAL LARGE CAP |
| 0.55% | 0.44% | $91.3万 | 3.5万股 | $65.3万 | 2.1万股 | +1.4万股+65.25% | 加仓 |
| IINVESCO SP MIDCAP 400 REVENUERWK |
| 0.55% | 0.14% | $91.0万 | 6,223股 | $20.6万 | 1,610股 | +4,613股+286.52% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 0.52% | 0.53% | $87.1万 | 2.0万股 | $79.5万 | 2.0万股 | +39股+0.19% | 加仓 |
| AAvantis·U SAVUV |
| 0.5% | — | $82.6万 | 6,623股 | $0 | 0股 | +6,623股 | 新买入 |
| IiShares安硕·COREIJH |
| 0.49% | 0.49% | $81.8万 | 1.1万股 | $72.3万 | 1.1万股 | -89股-0.83% | 减仓 |
| V先锋领航·MIDVO |
| 0.48% | 0.49% | $80.6万 | 9,998股 | $72.8万 | 2,536股 | +7,462股+294.24% | 加仓 |
 亚马逊AMZN |
| 0.48% | 0.47% | $79.7万 | 3,344股 | $70.0万 | 3,362股 | -18股-0.54% | 减仓 |
 特斯拉TSLA |
| 0.47% | 0.42% | $78.2万 | 1,860股 | $62.4万 | 1,678股 | +182股+10.85% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.44% | 0.41% | $73.9万 | 1.6万股 | $60.7万 | 1.5万股 | +536股+3.55% | 加仓 |
 迈威尔MRVL |
| 0.38% | 0.14% | $63.1万 | 2,119股 | $20.2万 | 2,038股 | +81股+3.97% | 加仓 |
| V先锋领航指数基金VOT |
| 0.36% | 0.34% | $60.5万 | 1,976股 | $50.7万 | 1,970股 | +6股+0.30% | 加仓 |
| V先锋领航指数基金VB |
| 0.35% | 0.34% | $58.4万 | 1,925股 | $51.2万 | 1,954股 | -29股-1.48% | 减仓 |
 埃克森美孚XOM |
| 0.33% | 0.53% | $55.7万 | 4,078股 | $78.2万 | 4,610股 | -532股-11.54% | 减仓 |
| GGRAYSCALE ETHEREUM MINI STAKING ETFETH |
| 0.31% | 0.33% | $52.1万 | 3.5万股 | $48.8万 | 2.5万股 | +1.0万股+41.06% | 加仓 |
| PProShares信托NOBL |
| 0.26% | 0.28% | $43.5万 | 7,746股 | $41.1万 | 3,875股 | +3,871股+99.90% | 加仓 |
| S嘉信·USSCHA |
| 0.26% | 0.23% | $42.8万 | 1.2万股 | $34.4万 | 1.2万股 | +2股+0.02% | 加仓 |
| S嘉信策略信托SCHM |
| 0.25% | 0.23% | $40.9万 | 1.1万股 | $34.3万 | 1.1万股 | +14股+0.13% | 加仓 |
| PProShares信托REGL |
| 0.24% | 0.24% | $40.1万 | 4,374股 | $36.2万 | 4,187股 | +187股+4.47% | 加仓 |
| J骏利Detroit策略信托VNLA |
| 0.21% | — | $34.4万 | 7,048股 | $0 | 0股 | +7,048股 | 新买入 |
| CCOLUMBIA ETF TR IRECS |
| 0.21% | 0.2% | $34.4万 | 7,943股 | $30.1万 | 7,729股 | +214股+2.77% | 加仓 |
| HHARTFORD SCHRODERS TAX-AWARE BOND ETFHTAB |
| 0.2% | 0.28% | $33.8万 | 1.8万股 | $42.3万 | 2.2万股 | -4,677股-20.99% | 减仓 |
 联合太平洋铁路UNP |
| 0.2% | 0.96% | $33.4万 | 1,229股 | $142.9万 | 5,888股 | -4,659股-79.13% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.2% | 0.17% | $32.7万 | 926股 | $25.7万 | 897股 | +29股+3.23% | 加仓 |
