| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 13.47% | 15.36% | $3,259.7万 | 64.7万股 | $3,278.6万 | 65.1万股 | -3,898股-0.60% | 减仓 |
| G通用动力VTI |
| 10.36% | 10.32% | $2,506.5万 | 6.8万股 | $2,203.5万 | 6.9万股 | -950股-1.38% | 减仓 |
| S道富SPYM |
| 5.46% | 5.38% | $1,320.5万 | 15.0万股 | $1,149.2万 | 15.0万股 | +118股+0.08% | 加仓 |
| V先锋领航白厅基金VYM |
| 3.98% | 4.01% | $963.4万 | 6.1万股 | $856.5万 | 5.8万股 | +3,128股+5.41% | 加仓 |
| S嘉信·USSCHP |
| 2.81% | 3.12% | $680.9万 | 25.7万股 | $665.2万 | 25.0万股 | +6,960股+2.78% | 加仓 |
| IiShares安硕信托STIP |
| 2.49% | 2.65% | $602.6万 | 5.9万股 | $565.2万 | 5.5万股 | +4,339股+7.94% | 加仓 |
| IiShares安硕信托AGG |
| 2.01% | 2.09% | $486.8万 | 4.9万股 | $445.3万 | 4.5万股 | +4,320股+9.63% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.73% | 1.75% | $418.9万 | 5.0万股 | $374.1万 | 5.0万股 | +207股+0.42% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.63% | 1.78% | $395.3万 | 4.2万股 | $380.7万 | 4.0万股 | +1,913股+4.80% | 加仓 |
 苹果AAPL |
| 1.57% | 1.55% | $381.1万 | 1.3万股 | $331.7万 | 1.3万股 | +103股+0.79% | 加仓 |
| S道富SPSM |
| 1.55% | 1.43% | $374.7万 | 6.5万股 | $305.9万 | 6.3万股 | +1,671股+2.64% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.45% | 1.57% | $350.3万 | 7,001股 | $335.5万 | 7,001股 | 00.00% | 持仓不变 |
| S道富SPMD |
| 1.4% | 1.38% | $337.7万 | 5.0万股 | $293.8万 | 5.0万股 | +368股+0.74% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.17% | 1.14% | $284.0万 | 1.2万股 | $242.9万 | 1.1万股 | +710股+6.29% | 加仓 |
| V先锋领航全球基金MGV |
| 1.14% | 1.16% | $276.5万 | 1.7万股 | $248.0万 | 1.7万股 | -197股-1.15% | 减仓 |
| C资本集团股息价值CCBG |
| 1.04% | 0.91% | $252.8万 | 5.1万股 | $194.6万 | 4.6万股 | +5,552股+12.14% | 加仓 |
| IiShares安硕信托XT |
| 0.99% | 0.97% | $240.1万 | 2.9万股 | $206.9万 | 3.0万股 | -1,303股-4.29% | 减仓 |
| WWisdomTree信托DTH |
| 0.96% | 1.07% | $232.0万 | 4.3万股 | $228.0万 | 4.2万股 | +729股+1.73% | 加仓 |
 英伟达NVDA |
| 0.92% | 0.9% | $223.8万 | 1.1万股 | $192.4万 | 1.1万股 | +157股+1.42% | 加仓 |
| IiShares安硕信托USRT |
| 0.88% | 0.82% | $212.6万 | 3.2万股 | $174.2万 | 2.9万股 | +2,555股+8.68% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.87% | 0.9% | $211.1万 | 3.0万股 | $192.4万 | 3.0万股 | -401股-1.34% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.86% | 0.71% | $209.0万 | 2,799股 | $150.6万 | 2,316股 | +483股+20.85% | 加仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 0.83% | 0.83% | $200.4万 | 3.5万股 | $176.8万 | 3.4万股 | +1,819股+5.41% | 加仓 |
| IISHARES TR NORTH AMERN NATIGE |
| 0.83% | 1.01% | $199.9万 | 3.6万股 | $216.6万 | 3.4万股 | +1,166股+3.39% | 加仓 |
| I景顺QQQ信托VOO |
| 0.79% | — | $191.2万 | 2,596股 | $0 | 0股 | +2,596股 | 新买入 |
| C资本集团成长ETFCGGR |
| 0.78% | 0.62% | $188.2万 | 4.0万股 | $133.2万 | 3.3万股 | +6,723股+20.28% | 加仓 |
| DDBX ETF信托DBEF |
| 0.76% | 0.78% | $184.5万 | 3.4万股 | $166.9万 | 3.4万股 | -9股-0.03% | 减仓 |
 黑石集团BX |
| 0.72% | 0.79% | $175.4万 | 1.5万股 | $169.6万 | 1.5万股 | +159股+1.08% | 加仓 |
 博通AVGO |
| 0.69% | 0.47% | $166.5万 | 4,407股 | $100.0万 | 3,231股 | +1,176股+36.40% | 加仓 |
| IiShares安硕信托IFRA |
| 0.68% | 0.7% | $164.7万 | 2.6万股 | $148.4万 | 2.6万股 | +181股+0.70% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.68% | 0.73% | $164.7万 | 3.3万股 | $155.6万 | 3.4万股 | -1,395股-4.09% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.67% | 0.67% | $163.3万 | 1.8万股 | $143.7万 | 1.8万股 | -179股-0.99% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.67% | 0.63% | $163.2万 | 1.6万股 | $133.4万 | 1.7万股 | -1,008股-5.94% | 减仓 |
 微软MSFT |
| 0.67% | 0.83% | $162.8万 | 4,364股 | $177.9万 | 4,807股 | -443股-9.22% | 减仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 0.64% | 0.62% | $153.8万 | 3.8万股 | $131.5万 | 3.7万股 | +1,215股+3.32% | 加仓 |
| V先锋领航全球基金VFH |
| 0.63% | 0.68% | $153.1万 | 1.2万股 | $144.2万 | 1.2万股 | -296股-2.48% | 减仓 |
| V先锋领航指数基金VTV |
| 0.62% | 0.62% | $149.2万 | 6,847股 | $131.3万 | 6,692股 | +155股+2.32% | 加仓 |
 思科CSCO |
| 0.6% | 0.45% | $145.3万 | 1.2万股 | $95.9万 | 1.2万股 | +1股+0.01% | 加仓 |
 亚马逊AMZN |
| 0.56% | 0.57% | $135.7万 | 5,695股 | $122.1万 | 5,862股 | -167股-2.85% | 减仓 |
| WWORLD GOLD TRGLD |
| 0.55% | 0.71% | $132.7万 | 1.7万股 | $151.0万 | 1.6万股 | +418股+2.57% | 加仓 |
| GGlobal X基金PAVE |
| 0.52% | 0.52% | $126.5万 | 2.1万股 | $110.0万 | 2.2万股 | -171股-0.79% | 减仓 |
 台积电TSM |
| 0.51% | 0.41% | $124.4万 | 2,606股 | $87.2万 | 2,581股 | +25股+0.97% | 加仓 |
 沃尔玛WMT |
| 0.51% | 0.64% | $124.0万 | 1.1万股 | $135.9万 | 1.1万股 | +13股+0.12% | 加仓 |
| VVanEck Russia ETFBBH |
| 0.5% | 0.57% | $121.9万 | 1.4万股 | $121.1万 | 1.4万股 | +6股+0.04% | 加仓 |
 摩根大通JPM |
| 0.5% | 0.51% | $121.8万 | 3,720股 | $109.2万 | 3,711股 | +9股+0.24% | 加仓 |
| IiShares安硕信托GVI |
| 0.5% | 0.55% | $119.9万 | 1.1万股 | $116.8万 | 1.1万股 | +141股+1.28% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.46% | 1.23% | $111.6万 | 2.0万股 | $263.3万 | 4.6万股 | -2.7万股-57.46% | 减仓 |
| IiShares安硕信托PFF |
| 0.46% | 0.44% | $110.7万 | 3.6万股 | $94.5万 | 3.1万股 | +5,138股+16.49% | 加仓 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 0.45% | 0.42% | $109.3万 | 3.2万股 | $89.4万 | 3.0万股 | +1,240股+4.09% | 加仓 |
 高盛GS |
| 0.45% | 0.43% | $109.2万 | 1,080股 | $92.8万 | 1,097股 | -17股-1.55% | 减仓 |
