| BBNY MELLON CORE BOND ETFBKAG |
| 4.71% | 5.23% | $1,358.3万 | 32.4万股 | $1,362.2万 | 32.3万股 | +979股+0.30% | 加仓 |
| SSPDR道富系列信托SPYG |
| 4.67% | 4.08% | $1,348.4万 | 11.3万股 | $1,063.6万 | 10.9万股 | +4,691股+4.32% | 加仓 |
| BBNY MELLON ETF TRUST IIBKDV |
| 3.93% | 3.9% | $1,132.6万 | 33.8万股 | $1,016.1万 | 34.3万股 | -4,366股-1.27% | 减仓 |
| BBNY MELLON ETF TRUST US LRG CP COREBKLC |
| 3.48% | 3.28% | $1,003.0万 | 7.0万股 | $855.9万 | 6.9万股 | +1,367股+1.99% | 加仓 |
 英伟达NVDA |
| 2.79% | 2.72% | $805.0万 | 4.0万股 | $709.0万 | 4.1万股 | -420股-1.03% | 减仓 |
 亚马逊AMZN |
| 2.18% | 2.17% | $628.6万 | 2.6万股 | $566.7万 | 2.7万股 | -839股-3.08% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 1.88% | 1.74% | $543.7万 | 6.7万股 | $454.0万 | 6.6万股 | +583股+0.88% | 加仓 |
 微软MSFT |
| 1.84% | 2.07% | $531.5万 | 1.4万股 | $538.4万 | 1.5万股 | -294股-2.02% | 减仓 |
| S道富SPYX |
| 1.82% | 1.74% | $524.6万 | 8.6万股 | $453.5万 | 8.6万股 | +342股+0.40% | 加仓 |
| V先锋领航指数基金VOO |
| 1.76% | 1.72% | $508.8万 | 7,408股 | $448.4万 | 7,504股 | -96股-1.28% | 减仓 |
| WWisdomTree信托DGRW |
| 1.63% | 1.67% | $470.9万 | 4.9万股 | $434.8万 | 5.0万股 | -255股-0.52% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.59% | 1.71% | $459.3万 | 9,179股 | $445.3万 | 9,292股 | -113股-1.22% | 减仓 |
 应用材料AMAT |
| 1.5% | 1.05% | $433.8万 | 6,001股 | $274.1万 | 8,018股 | -2,017股-25.16% | 减仓 |
 Meta平台META |
| 1.48% | 1.78% | $425.7万 | 7,557股 | $463.3万 | 8,099股 | -542股-6.69% | 减仓 |
| NNUSHARES ETF TRNULG |
| 1.46% | 1.25% | $422.7万 | 3.6万股 | $324.6万 | 3.6万股 | +411股+1.15% | 加仓 |
| NNUVEEN ESG LARGE-CAP VALUE ETFNULV |
| 1.39% | 1.42% | $399.8万 | 8.0万股 | $368.9万 | 8.1万股 | -1,099股-1.36% | 减仓 |
| BBNY MELLON CONCENTRATED INTERNATIONAL ETFBKCI |
| 1.37% | 1.39% | $394.0万 | 7.3万股 | $361.1万 | 7.3万股 | +9股+0.01% | 加仓 |
 谷歌AGOOGL |
| 1.26% | 1.23% | $365.0万 | 1.0万股 | $320.1万 | 1.1万股 | -920股-8.26% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.22% | 1.25% | $351.6万 | 9,951股 | $326.0万 | 1.1万股 | -1,413股-12.43% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.19% | 1.22% | $344.3万 | 3.3万股 | $317.0万 | 3.3万股 | +341股+1.03% | 加仓 |
 苹果AAPL |
| 1.16% | 1.17% | $335.1万 | 1.2万股 | $303.9万 | 1.2万股 | -395股-3.30% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 1.13% | 1.22% | $326.1万 | 6.9万股 | $319.0万 | 6.7万股 | +1,692股+2.52% | 加仓 |
 摩根大通JPM |
| 1.13% | 1.16% | $325.3万 | 9,938股 | $303.4万 | 1.0万股 | -376股-3.65% | 减仓 |
| IiShares安硕ESGE |
| 1.12% | 1.06% | $323.5万 | 5.9万股 | $276.1万 | 6.1万股 | -1,567股-2.58% | 减仓 |
 嘉信理财SCHW |
| 1.05% | 1.23% | $304.3万 | 3.3万股 | $320.6万 | 3.4万股 | -1,137股-3.33% | 减仓 |
| F第一信托交易所交易基金FTCS |
| 1.05% | 1.14% | $303.1万 | 3.2万股 | $296.3万 | 3.2万股 | +324股+1.01% | 加仓 |
 BOOKING COMBKNG |
| 1.04% | 1.03% | $298.7万 | 1.7万股 | $268.4万 | 637股 | +1.6万股+2,530.46% | 加仓 |
| F第一信托交易所交易基金SCIO |
| 1.01% | 1.1% | $290.0万 | 14.0万股 | $287.4万 | 13.9万股 | +1,072股+0.77% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.97% | 0.93% | $281.0万 | 8.3万股 | $242.9万 | 8.3万股 | -353股-0.42% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.97% | 1.05% | $279.9万 | 1.5万股 | $273.7万 | 1.7万股 | -1,086股-6.56% | 减仓 |
| BBNY MELLON ETF TRUSTBKHY |
| 0.94% | 1.01% | $271.7万 | 5.7万股 | $262.0万 | 5.5万股 | +1,802股+3.26% | 加仓 |
 台积电TSM |
| 0.9% | 0.81% | $259.6万 | 5,437股 | $212.4万 | 6,284股 | -847股-13.48% | 减仓 |
| PPACER FDS TR US LRG CP CASHCOWG |
| 0.88% | 0.81% | $253.4万 | 6.3万股 | $210.8万 | 6.2万股 | +619股+0.99% | 加仓 |
 VisaV |
| 0.86% | 0.83% | $246.9万 | 7,198股 | $217.5万 | 7,196股 | +2股+0.03% | 加仓 |
 博通AVGO |
| 0.84% | 0.76% | $241.2万 | 6,385股 | $197.3万 | 6,376股 | +9股+0.14% | 加仓 |
| PPACER FDS TR TRENDP US LAR CPPTLC |
| 0.83% | 0.82% | $239.9万 | 4.1万股 | $214.1万 | 4.1万股 | +361股+0.88% | 加仓 |
| H哈特福德·FDS EXCHANGE TRADEDHMOP |
| 0.82% | 0.92% | $236.3万 | 6.0万股 | $239.6万 | 6.2万股 | -1,477股-2.39% | 减仓 |
| CCOLUMBIA ETF TR ISBND |
| 0.8% | 0.82% | $231.4万 | 12.3万股 | $214.3万 | 11.4万股 | +9,047股+7.93% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.75% | 0.7% | $215.3万 | 4.6万股 | $181.6万 | 4.5万股 | +433股+0.96% | 加仓 |
| F第一信托·EXCHANGE-TRADED ALPFNY |
| 0.74% | 0.66% | $212.2万 | 1.9万股 | $172.0万 | 1.9万股 | +139股+0.73% | 加仓 |
| G通用动力VTI |
| 0.72% | 0.72% | $207.8万 | 5,615股 | $188.2万 | 5,867股 | -252股-4.30% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.69% | 0.64% | $199.7万 | 5,028股 | $166.5万 | 5,235股 | -207股-3.95% | 减仓 |
 埃克森美孚XOM |
| 0.68% | 0.95% | $196.5万 | 1.4万股 | $247.8万 | 1.5万股 | -236股-1.62% | 减仓 |
 特斯拉TSLA |
| 0.67% | 0.65% | $194.6万 | 4,627股 | $168.3万 | 4,528股 | +99股+2.19% | 加仓 |
| V先锋领航指数基金VUG |
| 0.67% | 0.63% | $193.8万 | 2.3万股 | $165.5万 | 3,788股 | +1.9万股+494.06% | 加仓 |
| F第一信托交易所交易基金VIAFMC |
| 0.63% | 0.6% | $181.9万 | 4.4万股 | $156.4万 | 4.4万股 | +344股+0.78% | 加仓 |
| BBNY MELLON ETF TRUSTBKMI |
| 0.61% | 0.61% | $174.8万 | 1.7万股 | $159.5万 | 1.7万股 | +302股+1.77% | 加仓 |
 Elevance健康ELV |
| 0.6% | 0.53% | $173.9万 | 4,498股 | $138.0万 | 4,713股 | -215股-4.56% | 减仓 |
| V先锋领航·MIDVO |
| 0.59% | 0.6% | $171.3万 | 2.1万股 | $156.5万 | 5,448股 | +1.6万股+290.27% | 加仓 |
| F第一信托交易所交易基金FTCB |
| 0.59% | 0.64% | $169.7万 | 8.1万股 | $167.6万 | 8.0万股 | +1,412股+1.77% | 加仓 |
