| S道富SPYM |
| 16.49% | 15.95% | $2,037.6万 | 23.2万股 | $1,720.9万 | 22.5万股 | +7,021股+3.12% | 加仓 |
| SSPDR道富指数基金SPDW |
| 8.03% | 8.27% | $992.8万 | 19.7万股 | $892.2万 | 19.5万股 | +1,580股+0.81% | 加仓 |
| IiShares安硕·S&PIUSG |
| 6.77% | 6.4% | $836.1万 | 4.4万股 | $690.2万 | 4.4万股 | -44股-0.10% | 减仓 |
| C资本集团成长ETFCGGR |
| 6.51% | 6.05% | $804.5万 | 17.0万股 | $652.7万 | 16.2万股 | +8,054股+4.96% | 加仓 |
| IiShares安硕信托IUSV |
| 6.34% | 6.7% | $783.4万 | 7.1万股 | $722.6万 | 7.1万股 | +447股+0.63% | 加仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 3.9% | 3.9% | $481.7万 | 3.7万股 | $420.4万 | 3.7万股 | +168股+0.46% | 加仓 |
| S道富SPSM |
| 3.49% | 3.34% | $431.0万 | 7.5万股 | $360.3万 | 7.5万股 | +176股+0.24% | 加仓 |
| SSPDR道富指数基金SPEM |
| 2.75% | 2.87% | $339.6万 | 6.6万股 | $309.7万 | 6.6万股 | -448股-0.68% | 减仓 |
| H哈特福德·FDS EXCHANGE TRADEDHTRB |
| 2.47% | 2.54% | $305.0万 | 9.0万股 | $273.9万 | 8.1万股 | +9,207股+11.34% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.19% | 2.33% | $271.0万 | 6.0万股 | $251.5万 | 5.5万股 | +4,439股+8.05% | 加仓 |
| S道富SPAB |
| 2.12% | 2.26% | $262.0万 | 10.3万股 | $243.4万 | 9.5万股 | +7,625股+8.02% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.72% | 1.82% | $213.0万 | 2.1万股 | $196.3万 | 2.0万股 | +1,608股+8.24% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 1.72% | 2% | $212.4万 | 4.3万股 | $215.5万 | 4.3万股 | -634股-1.46% | 减仓 |
| I景顺·ACTIVELY MANAGED EXCGSY |
| 1.61% | 1.67% | $198.9万 | 4.0万股 | $180.7万 | 3.6万股 | +3,612股+10.02% | 加仓 |
| G通用动力VTI |
| 1.37% | — | $169.2万 | 4,572股 | $0 | 0股 | +4,572股 | 新买入 |
| F第一信托交易所交易基金IIIFMB |
| 1.35% | 1.49% | $166.3万 | 3.2万股 | $160.6万 | 3.2万股 | +683股+2.15% | 加仓 |
| IiShares安硕信托ITOT |
| 1.26% | 0.98% | $155.4万 | 9,463股 | $105.8万 | 7,425股 | +2,038股+27.45% | 加仓 |
 英伟达NVDA |
| 1.23% | 1.17% | $151.9万 | 7,593股 | $126.4万 | 7,248股 | +345股+4.76% | 加仓 |
| VVanEck Russia ETFBBH |
| 1.18% | 4.21% | $146.0万 | 1.4万股 | $454.1万 | 4.7万股 | -3.3万股-70.10% | 减仓 |
 苹果AAPL |
| 1.14% | 1.16% | $141.2万 | 4,880股 | $124.7万 | 4,913股 | -33股-0.67% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.14% | 1.18% | $140.7万 | 1.8万股 | $127.5万 | 1.6万股 | +1,794股+11.03% | 加仓 |
| SSPDR黄金信托GLD |
| 1.12% | 1.5% | $138.1万 | 3,750股 | $161.4万 | 3,750股 | 00.00% | 持仓不变 |
| GGMO US QUALITY ETFGMOV |
| 0.92% | — | $114.0万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| F第一信托交易所交易基金VIFSEP |
| 0.92% | 1.08% | $113.9万 | 2.1万股 | $116.2万 | 2.3万股 | -2,414股-10.46% | 减仓 |
 博通AVGO |
| 0.92% | 0.87% | $113.8万 | 3,012股 | $93.4万 | 3,018股 | -6股-0.20% | 减仓 |
| IiShares安硕信托IVV |
| 0.87% | 0.65% | $107.2万 | 1,431股 | $70.5万 | 1,080股 | +351股+32.50% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.8% | 0.72% | $98.8万 | 3,261股 | $77.5万 | 3,261股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.75% | 0.68% | $92.1万 | 1,251股 | $73.1万 | 1,267股 | -16股-1.26% | 减仓 |
| F第一信托交易所交易基金VIFAUG |
| 0.73% | 0.77% | $90.8万 | 1.6万股 | $83.2万 | 1.6万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.69% | 0.59% | $84.9万 | 2,376股 | $63.4万 | 2,206股 | +170股+7.71% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.67% | 0.41% | $83.3万 | 2.3万股 | $43.9万 | 1.3万股 | +9,814股+75.53% | 加仓 |
| WWORLD GOLD TRGLD |
| 0.63% | 0.84% | $77.9万 | 9,803股 | $90.9万 | 9,803股 | 00.00% | 持仓不变 |
 星座能源CEG |
| 0.6% | 0.77% | $74.3万 | 2,990股 | $83.5万 | 2,991股 | -1股-0.03% | 减仓 |
| SSPDR道富系列信托SHM |
| 0.6% | 0.67% | $73.6万 | 1.5万股 | $72.0万 | 1.5万股 | +280股+1.86% | 加仓 |
 微软MSFT |
| 0.59% | 0.62% | $73.0万 | 1,956股 | $67.0万 | 1,809股 | +147股+8.13% | 加仓 |
| IiShares安硕信托MTUM |
| 0.53% | 0.43% | $65.9万 | 1,922股 | $46.1万 | 1,922股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.52% | 0.52% | $63.9万 | 856股 | $55.6万 | 856股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.46% | 0.41% | $57.3万 | 2,743股 | $44.5万 | 2,706股 | +37股+1.37% | 加仓 |
| E爱克斯龙EXC |
| 0.46% | 0.56% | $57.2万 | 1.2万股 | $60.2万 | 1.2万股 | +4股+0.03% | 加仓 |
| F第一信托交易所交易基金VIDSEP |
| 0.43% | 0.45% | $52.6万 | 1.1万股 | $48.7万 | 1.1万股 | 00.00% | 持仓不变 |
| C花旗集团C |
| 0.41% | 0.39% | $50.7万 | 3,625股 | $41.7万 | 3,673股 | -48股-1.31% | 减仓 |
 高盛GS |
| 0.4% | 0.38% | $50.0万 | 495股 | $41.1万 | 486股 | +9股+1.85% | 加仓 |
 亚马逊AMZN |
| 0.38% | 0.38% | $47.1万 | 1,976股 | $41.5万 | 1,993股 | -17股-0.85% | 减仓 |
 FIRST INDL RLTY TRFR |
| 0.38% | 0.49% | $47.0万 | 7,845股 | $53.4万 | 9,443股 | -1,598股-16.92% | 减仓 |
| F第一信托交易所交易基金VIFDEC |
| 0.36% | 0.38% | $44.4万 | 8,145股 | $40.5万 | 8,145股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金VIQSPT |
| 0.36% | 0.36% | $44.3万 | 1.3万股 | $39.0万 | 1.3万股 | 00.00% | 持仓不变 |
 江森自控JCI |
| 0.36% | 0.37% | $44.2万 | 3,027股 | $39.5万 | 3,020股 | +7股+0.23% | 加仓 |
 雷神技术RTX |
| 0.35% | 0.45% | $43.8万 | 2,308股 | $48.4万 | 2,507股 | -199股-7.94% | 减仓 |
| FFT VEST U.S. EQUITY BUFFER ETF - MAYFMAY |
| 0.34% | 0.37% | $42.4万 | 7,544股 | $39.8万 | 7,544股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.33% | 0.42% | $40.6万 | 3,589股 | $45.0万 | 3,622股 | -33股-0.91% | 减仓 |
