| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 11.77% | 10.25% | $1,418.8万 | 43.6万股 | $1,154.4万 | 39.2万股 | +4.5万股+11.38% | 加仓 |
| WWisdomTree信托DGRW |
| 7.82% | 9.34% | $942.6万 | 10.6万股 | $1,051.6万 | 12.4万股 | -1.9万股-15.04% | 减仓 |
| J摩根大通交易所交易基金JVAL |
| 6.2% | 6.41% | $747.8万 | 15.6万股 | $721.1万 | 16.2万股 | -6,165股-3.81% | 减仓 |
| WWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUNDDDWM |
| 5.76% | 0.18% | $693.8万 | 16.5万股 | $20.0万 | 5,079股 | +16.0万股+3,146.21% | 加仓 |
| WWisdomTree信托AGGY |
| 5.58% | 5.28% | $673.2万 | 15.2万股 | $594.6万 | 13.8万股 | +1.4万股+10.20% | 加仓 |
| MMAIN SECTOR ROTATION ETFSECT |
| 5.43% | 6.02% | $654.9万 | 10.3万股 | $677.3万 | 11.6万股 | -1.4万股-11.67% | 减仓 |
| SSPDR道富指数基金SPDW |
| 5.01% | 5.05% | $603.4万 | 13.9万股 | $568.3万 | 14.2万股 | -3,196股-2.25% | 减仓 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 4.37% | 4.42% | $527.2万 | 13.6万股 | $497.5万 | 14.3万股 | -7,071股-4.94% | 减仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 3.52% | 2.93% | $424.9万 | 8.2万股 | $329.4万 | 6.5万股 | +1.6万股+24.81% | 加仓 |
| WWISDOMTREE U.S. MULTIFACTOR FUNDUSMF |
| 3.46% | 4.69% | $416.6万 | 8.0万股 | $528.2万 | 10.5万股 | -2.5万股-23.79% | 减仓 |
| J摩根大通交易所交易基金JBND |
| 3.34% | 2.95% | $403.2万 | 7.5万股 | $332.1万 | 6.3万股 | +1.2万股+18.49% | 加仓 |
| WWisdomTree信托MTGP |
| 3.15% | 2.68% | $379.5万 | 8.5万股 | $301.6万 | 6.9万股 | +1.6万股+22.62% | 加仓 |
 英伟达NVDA |
| 2.9% | 2.85% | $349.9万 | 1.9万股 | $320.7万 | 1.9万股 | -286股-1.52% | 减仓 |
 苹果AAPL |
| 2.69% | 2.33% | $323.9万 | 1.3万股 | $262.2万 | 1.3万股 | +12股+0.10% | 加仓 |
 微软MSFT |
| 2.57% | 2.75% | $310.3万 | 5,912股 | $310.1万 | 6,131股 | -219股-3.57% | 减仓 |
| WWISDOMTREE U.S. SMALLCAP FUNDEES |
| 2.36% | 1.77% | $285.0万 | 5.1万股 | $199.3万 | 3.9万股 | +1.3万股+32.85% | 加仓 |
| V先锋领航债券指数基金BIV |
| 2.35% | 1.97% | $283.3万 | 3.6万股 | $221.6万 | 2.9万股 | +7,235股+24.87% | 加仓 |
| NNORTHERN LTS FD TR IVBUYW |
| 1.74% | 1.77% | $209.9万 | 14.7万股 | $199.7万 | 14.2万股 | +5,866股+4.14% | 加仓 |
| WWISDOMTREE INDIAEPI |
| 1.65% | 1.7% | $198.5万 | 4.4万股 | $191.0万 | 4.1万股 | +3,572股+8.73% | 加仓 |
| WWISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUNDQHY |
| 1.36% | 1.29% | $164.0万 | 3.5万股 | $145.5万 | 3.2万股 | +3,549股+11.19% | 加仓 |
 亚马逊AMZN |
| 1.05% | 1.21% | $126.9万 | 5,636股 | $135.8万 | 5,999股 | -363股-6.05% | 减仓 |
| F第一信托交易所交易基金VIMARM |
| 0.95% | 0.73% | $114.3万 | 3.5万股 | $82.6万 | 2.6万股 | +9,363股+36.45% | 加仓 |
 博通AVGO |
| 0.93% | 0.87% | $112.7万 | 3,261股 | $97.7万 | 3,478股 | -217股-6.24% | 减仓 |
 谷歌AGOOGL |
| 0.9% | 0.68% | $108.1万 | 4,419股 | $76.9万 | 4,227股 | +192股+4.54% | 加仓 |
| F第一信托交易所交易基金VIDECM |
| 0.79% | 0.61% | $95.7万 | 3.0万股 | $68.9万 | 2.2万股 | +7,797股+35.77% | 加仓 |
| SSPDR黄金信托GLD |
| 0.74% | 0.48% | $89.1万 | 2,393股 | $54.5万 | 1,778股 | +615股+34.59% | 加仓 |
| TTHOR FINL TECHNOLOGIES TRTHIR |
| 0.72% | — | $87.0万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.69% | — | $83.5万 | 1,241股 | $0 | 0股 | +1,241股 | 新买入 |
 Meta平台META |
| 0.49% | 0.48% | $58.6万 | 817股 | $54.5万 | 767股 | +50股+6.52% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.49% | $58.6万 | 2,386股 | $55.0万 | 3,006股 | -620股-20.63% | 减仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI |
| 0.48% | 0.37% | $57.8万 | 2.1万股 | $41.5万 | 1.6万股 | +5,285股+33.91% | 加仓 |
| PProShares信托SSO |
| 0.46% | — | $55.8万 | 4,882股 | $0 | 0股 | +4,882股 | 新买入 |
 麦当劳MCD |
| 0.42% | 0.38% | $50.7万 | 1,722股 | $42.8万 | 1,430股 | +292股+20.42% | 加仓 |
 礼来LLY |
| 0.4% | 0.25% | $48.2万 | 570股 | $28.1万 | 364股 | +206股+56.59% | 加仓 |
 摩根大通JPM |
| 0.38% | 0.36% | $46.2万 | 1,518股 | $40.7万 | 1,419股 | +99股+6.98% | 加仓 |
 特斯拉TSLA |
| 0.37% | 0.26% | $44.2万 | 1,007股 | $29.6万 | 953股 | +54股+5.67% | 加仓 |
| IIBMIBM |
| 0.36% | 0.39% | $43.7万 | 1,511股 | $44.2万 | 1,563股 | -52股-3.33% | 减仓 |
 伊顿ETN |
| 0.32% | 0.33% | $38.3万 | 1,016股 | $36.8万 | 1,015股 | +1股+0.10% | 加仓 |
| F第一信托交易所交易基金VIOCTM |
| 0.32% | 0.23% | $38.2万 | 1.2万股 | $26.4万 | 8,379股 | +3,479股+41.52% | 加仓 |
| FFIRST TR EXCHNG TRADED FD VISEPM |
| 0.32% | 0.24% | $38.2万 | 1.2万股 | $27.4万 | 8,884股 | +3,232股+36.38% | 加仓 |
| F第一信托交易所交易基金VIJUNM |
| 0.32% | 0.24% | $38.1万 | 1.1万股 | $27.3万 | 8,193股 | +3,060股+37.35% | 加仓 |
 强生JNJ |
| 0.3% | 0.26% | $36.5万 | 1,926股 | $29.0万 | 1,869股 | +57股+3.05% | 加仓 |
 宝洁PG |
| 0.3% | 0.34% | $36.4万 | 2,416股 | $37.9万 | 2,483股 | -67股-2.70% | 减仓 |
 NETFLIXNFLX |
| 0.28% | 0.27% | $34.0万 | 280股 | $30.2万 | 240股 | +40股+16.67% | 加仓 |
 埃克森美孚XOM |
| 0.25% | 0.28% | $29.7万 | 2,605股 | $32.0万 | 2,834股 | -229股-8.08% | 减仓 |
 VisaV |
| 0.24% | 0.28% | $29.5万 | 839股 | $31.3万 | 902股 | -63股-6.98% | 减仓 |
| E爱克斯龙EXC |
| 0.24% | 0.23% | $29.1万 | 6,234股 | $26.4万 | 6,153股 | +81股+1.32% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.23% | 0.22% | $28.3万 | 566股 | $25.1万 | 533股 | +33股+6.19% | 加仓 |
 沃尔玛WMT |
| 0.23% | 0.3% | $28.2万 | 2,745股 | $33.5万 | 3,512股 | -767股-21.84% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.23% | 0.58% | $28.1万 | 4,005股 | $65.1万 | 9,844股 | -5,839股-59.32% | 减仓 |
