| V先锋领航指数基金VOO |
| 9.93% | 9.46% | $3,049.0万 | 4.4万股 | $2,655.9万 | 4.4万股 | -52股-0.12% | 减仓 |
 AVANTIS INTLNGG |
| 7.57% | 7.84% | $2,322.9万 | 26.0万股 | $2,200.8万 | 25.9万股 | +1,010股+0.39% | 加仓 |
| A美国世纪ETF信托AVUS |
| 7% | 6.89% | $2,147.3万 | 16.8万股 | $1,935.6万 | 17.4万股 | -6,444股-3.70% | 减仓 |
| CCAPITAL INTERNATIONAL EQUITY ETFCGIE |
| 5.77% | 5.39% | $1,772.4万 | 48.2万股 | $1,514.5万 | 44.8万股 | +3.4万股+7.61% | 加仓 |
| V先锋领航·MIDVO |
| 5.24% | 5.01% | $1,607.4万 | 20.0万股 | $1,407.7万 | 4.9万股 | +15.0万股+307.01% | 加仓 |
 苹果AAPL |
| 4.44% | 5.09% | $1,363.3万 | 4.7万股 | $1,428.0万 | 5.6万股 | -9,153股-16.27% | 减仓 |
| A美国世纪ETF信托AVEM |
| 4.13% | 3.8% | $1,267.7万 | 13.1万股 | $1,068.2万 | 13.3万股 | -1,188股-0.90% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK |
| 4.11% | 3.04% | $1,261.3万 | 11.3万股 | $852.9万 | 10.7万股 | +5,841股+5.45% | 加仓 |
| C资本集团股息价值CCBG |
| 4.02% | 3.53% | $1,233.7万 | 25.0万股 | $990.2万 | 23.3万股 | +1.8万股+7.55% | 加仓 |
| SSTATE STREET MULTI-ASSET REAL RETURN ETFRLY |
| 3.84% | 4.35% | $1,179.3万 | 34.2万股 | $1,222.6万 | 33.8万股 | +3,528股+1.04% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.66% | 3.56% | $1,124.5万 | 18.8万股 | $1,000.8万 | 18.5万股 | +3,222股+1.74% | 加仓 |
| V先锋领航指数基金VUG |
| 3.51% | 3.24% | $1,076.1万 | 12.5万股 | $910.3万 | 2.1万股 | +10.4万股+499.46% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 3.09% | 3.02% | $948.6万 | 21.4万股 | $847.1万 | 21.8万股 | -4,147股-1.90% | 减仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 2.49% | 3.38% | $765.5万 | 34.3万股 | $949.6万 | 42.5万股 | -8.2万股-19.20% | 减仓 |
| C资本集团固定收益ETF信托CGCB |
| 2.32% | 2.49% | $710.9万 | 27.2万股 | $699.4万 | 26.6万股 | +5,213股+1.96% | 加仓 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 1.82% | 1.94% | $557.9万 | 16.1万股 | $544.0万 | 18.4万股 | -2.3万股-12.65% | 减仓 |
| SSSGA ACTIVE ETF TRWIP |
| 1.79% | 1.99% | $550.2万 | 13.9万股 | $559.7万 | 14.1万股 | -1,476股-1.05% | 减仓 |
| PPimco Active Bond ETFBOND |
| 1.65% | 1.81% | $506.8万 | 5.5万股 | $507.2万 | 5.5万股 | +4股+0.01% | 加仓 |
| EENTEGRISENTG |
| 1.63% | 1.42% | $501.4万 | 2.8万股 | $398.2万 | 3.4万股 | -6,088股-17.93% | 减仓 |
| H哈特福德·FDS EXCHANGE TRADEDHTRB |
| 1.53% | 1.66% | $468.6万 | 13.9万股 | $466.9万 | 13.8万股 | +511股+0.37% | 加仓 |
| SSTRATEGIC TRUSTRUNN |
| 1.38% | 1.48% | $423.7万 | 13.1万股 | $414.6万 | 12.9万股 | +2,068股+1.61% | 加仓 |
 WP CAREYWPC |
| 1.05% | 1.11% | $322.6万 | 4.5万股 | $311.5万 | 4.6万股 | -718股-1.57% | 减仓 |
 艺康ECL |
| 0.99% | 1.05% | $304.6万 | 1.1万股 | $295.2万 | 1.1万股 | -164股-1.48% | 减仓 |
| S嘉信·USSCHP |
| 0.85% | 0.93% | $260.0万 | 9.8万股 | $261.0万 | 9.8万股 | +1股+0.00% | 加仓 |
| C资本集团固定收益ETF信托CGMU |
| 0.76% | 0.85% | $233.9万 | 8.5万股 | $238.3万 | 8.8万股 | -2,599股-2.96% | 减仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 0.58% | 0.09% | $179.1万 | 4.3万股 | $25.8万 | 6,212股 | +3.7万股+596.06% | 加仓 |
| IiShares安硕信托LQD |
| 0.58% | 0.62% | $177.1万 | 1.6万股 | $174.3万 | 1.6万股 | +251股+1.57% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.58% | 1.17% | $177.0万 | 3.5万股 | $327.9万 | 6.5万股 | -3.0万股-45.97% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.53% | 0.59% | $162.8万 | 3.6万股 | $165.2万 | 3.6万股 | -98股-0.27% | 减仓 |
 亚马逊AMZN |
| 0.53% | 0.55% | $162.0万 | 6,799股 | $155.7万 | 7,477股 | -678股-9.07% | 减仓 |
 COHEN AND STEERS INFRASTUTF |
| 0.52% | 0.4% | $159.9万 | 5.6万股 | $113.3万 | 4.3万股 | +1.3万股+30.71% | 加仓 |
| V先锋领航指数基金VTV |
| 0.52% | 0.51% | $158.1万 | 7,256股 | $142.0万 | 7,239股 | +17股+0.23% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.5% | 0.48% | $153.1万 | 5.3万股 | $133.4万 | 5.3万股 | -258股-0.49% | 减仓 |
| IiShares安硕信托DVY |
| 0.46% | 0.48% | $142.1万 | 9,094股 | $135.7万 | 8,963股 | +131股+1.46% | 加仓 |
| V先锋领航指数基金VB |
| 0.43% | 0.42% | $132.0万 | 4,354股 | $118.5万 | 4,524股 | -170股-3.76% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.42% | 0.43% | $128.8万 | 8,461股 | $120.5万 | 8,254股 | +207股+2.51% | 加仓 |
 英伟达NVDA |
| 0.42% | 0.4% | $127.4万 | 6,368股 | $112.8万 | 6,470股 | -102股-1.58% | 减仓 |
| IINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETFPID |
| 0.4% | 0.43% | $122.4万 | 5.5万股 | $122.0万 | 5.5万股 | +340股+0.62% | 加仓 |
| I景顺QQQ信托VOO |
| 0.38% | 0.33% | $117.0万 | 1,589股 | $91.7万 | 1,589股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.37% | 0.38% | $114.5万 | 1.6万股 | $105.8万 | 1.7万股 | -442股-2.68% | 减仓 |
| PPUTNAM ETF TRUSTFTMN |
| 0.37% | — | $113.5万 | 12.7万股 | $0 | 0股 | +12.7万股 | 新买入 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.37% | 0.43% | $112.5万 | 2.1万股 | $121.4万 | 2.3万股 | -1,868股-8.03% | 减仓 |
| AARK·21SHARES BITCOIN ETFARKB |
| 0.36% | 0.46% | $111.7万 | 5.7万股 | $129.3万 | 5.7万股 | -97股-0.17% | 减仓 |
 达美航空DAL |
| 0.33% | 0.26% | $102.4万 | 1.1万股 | $72.6万 | 1.1万股 | +2股+0.02% | 加仓 |
| PPGIM ETF TRPHYL |
| 0.32% | 0.35% | $99.3万 | 2.8万股 | $97.5万 | 2.8万股 | +330股+1.17% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.3% | 0.33% | $92.5万 | 9,598股 | $92.2万 | 9,630股 | -32股-0.33% | 减仓 |
 特斯拉TSLA |
| 0.25% | 0.25% | $76.8万 | 1,827股 | $69.7万 | 1,876股 | -49股-2.61% | 减仓 |
| F第一信托交易所交易基金IIIFPE |
| 0.25% | 0.25% | $76.3万 | 4.3万股 | $71.3万 | 4.0万股 | +2,498股+6.22% | 加仓 |
 联合健康UNH |
| 0.24% | 0.17% | $74.4万 | 1,790股 | $48.2万 | 1,780股 | +10股+0.56% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.24% | 0.26% | $72.7万 | 1.6万股 | $74.0万 | 1.8万股 | -2,419股-13.44% | 减仓 |
