| S道富SPYM |
| 11.6% | 11.07% | $2,163.5万 | 24.6万股 | $1,796.6万 | 23.5万股 | +1.1万股+4.89% | 加仓 |
| I景顺QQQ信托VOO |
| 11.03% | 9.59% | $2,058.0万 | 2.8万股 | $1,555.8万 | 2.7万股 | +991股+3.68% | 加仓 |
| IiShares安硕信托ICSH |
| 6.66% | 7.54% | $1,242.7万 | 24.6万股 | $1,222.7万 | 24.2万股 | +4,146股+1.72% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 6.06% | 5.73% | $1,129.8万 | 9.1万股 | $929.5万 | 2.2万股 | +6.9万股+317.41% | 加仓 |
| V先锋领航白厅基金VYM |
| 5.38% | 5.49% | $1,003.3万 | 6.3万股 | $890.3万 | 6.0万股 | +3,370股+5.61% | 加仓 |
| SSPDR道富指数基金SPDW |
| 4.93% | 4.98% | $919.0万 | 18.2万股 | $808.0万 | 17.7万股 | +5,386股+3.04% | 加仓 |
| V先锋领航债券指数基金BIV |
| 4.28% | 4.24% | $799.0万 | 10.4万股 | $687.8万 | 8.9万股 | +1.5万股+16.90% | 加仓 |
| IiShares安硕·COREIJR |
| 2.63% | 2.51% | $490.4万 | 3.3万股 | $406.9万 | 3.3万股 | +331股+1.01% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.6% | 2.17% | $485.7万 | 2.5万股 | $351.3万 | 2.6万股 | -938股-3.55% | 减仓 |
| WWISDOMTREE TR WISDOMTREE US VAWTV |
| 2.07% | 2.02% | $385.9万 | 3.8万股 | $327.2万 | 3.5万股 | +3,405股+9.86% | 加仓 |
| F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI |
| 1.95% | 1.95% | $364.2万 | 9.0万股 | $317.1万 | 7.8万股 | +1.2万股+14.72% | 加仓 |
 苹果AAPL |
| 1.83% | 1.87% | $342.1万 | 1.2万股 | $302.6万 | 1.2万股 | -99股-0.83% | 减仓 |
| V先锋领航债券指数基金BLV |
| 1.7% | 1.99% | $317.3万 | 4.6万股 | $322.3万 | 4.7万股 | -836股-1.78% | 减仓 |
| I景顺交易所交易基金IIBKLN |
| 1.6% | 1.91% | $298.0万 | 14.6万股 | $309.6万 | 15.2万股 | -5,377股-3.54% | 减仓 |
 摩根大通JPM |
| 1.47% | 1.52% | $274.3万 | 8,380股 | $247.0万 | 8,398股 | -18股-0.21% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.37% | 1.6% | $254.6万 | 4.5万股 | $260.2万 | 4.6万股 | -828股-1.80% | 减仓 |
 谷歌AGOOGL |
| 1.27% | 1.19% | $236.1万 | 6,607股 | $192.6万 | 6,698股 | -91股-1.36% | 减仓 |
| IINVESCO AI AND NEXT GEN SOFTWARE ETFIGPT |
| 1.21% | 0.78% | $226.4万 | 2.2万股 | $127.2万 | 2.2万股 | -159股-0.73% | 减仓 |
| IiShares安硕信托IVV |
| 1.01% | 1.05% | $188.7万 | 2,520股 | $169.8万 | 2,600股 | -80股-3.08% | 减仓 |
| V先锋领航指数基金VTV |
| 1% | 1.12% | $186.6万 | 8,563股 | $181.5万 | 9,252股 | -689股-7.45% | 减仓 |
 礼来LLY |
| 0.94% | 0.83% | $175.8万 | 1,466股 | $134.9万 | 1,467股 | -1股-0.07% | 减仓 |
 英伟达NVDA |
| 0.92% | 0.95% | $171.1万 | 8,551股 | $153.7万 | 8,814股 | -263股-2.98% | 减仓 |
 卡特彼勒CAT |
| 0.72% | 0.55% | $134.8万 | 1,266股 | $89.7万 | 1,266股 | 00.00% | 持仓不变 |
| B巴里克黄金GOLD |
| 0.71% | 0.91% | $132.6万 | 3.6万股 | $147.3万 | 3.6万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPYG |
| 0.7% | 0.69% | $130.7万 | 1.1万股 | $112.4万 | 1.1万股 | -493股-4.29% | 减仓 |
 博通AVGO |
| 0.69% | 0.69% | $128.4万 | 3,400股 | $111.7万 | 3,610股 | -210股-5.82% | 减仓 |
 TOWNEBANK PORTSMOUTH VATOWN |
| 0.66% | 0.7% | $122.3万 | 3.4万股 | $113.7万 | 3.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.64% | 0.73% | $119.0万 | 3,191股 | $117.7万 | 3,179股 | +12股+0.38% | 加仓 |
| AAMPLIFY ETF TRHACK |
| 0.61% | 0.51% | $113.1万 | 1.1万股 | $82.8万 | 1.1万股 | -250股-2.27% | 减仓 |
 VisaV |
| 0.6% | 0.59% | $111.7万 | 3,254股 | $95.3万 | 3,154股 | +100股+3.17% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.57% | 0.23% | $106.0万 | 6,559股 | $37.4万 | 3,332股 | +3,227股+96.85% | 加仓 |
| V先锋领航指数基金VBK |
| 0.54% | 0.53% | $101.2万 | 2,767股 | $85.6万 | 2,832股 | -65股-2.30% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.53% | 0.55% | $98.8万 | 1.4万股 | $89.4万 | 1.4万股 | -80股-0.57% | 减仓 |
| V先锋领航指数基金VUG |
| 0.52% | 0.51% | $97.0万 | 1.1万股 | $81.9万 | 1,876股 | +9,387股+500.37% | 加仓 |
| EETFS GOLD TRSGOL |
| 0.52% | 0.7% | $96.2万 | 2.5万股 | $114.3万 | 2.6万股 | -455股-1.78% | 减仓 |
| NNEOS ETF TRUSTSPYI |
| 0.51% | 0.52% | $96.1万 | 1.8万股 | $84.5万 | 1.7万股 | +984股+5.75% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.48% | 0.56% | $90.2万 | 4,238股 | $90.8万 | 4,732股 | -494股-10.44% | 减仓 |
| IiShares安硕信托IJJ |
| 0.46% | 0.47% | $85.6万 | 5,797股 | $76.8万 | 5,797股 | 00.00% | 持仓不变 |
| F富达Covington信托FELG |
| 0.46% | 0.45% | $85.2万 | 1.9万股 | $72.6万 | 1.9万股 | +124股+0.64% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.46% | 0.49% | $85.1万 | 3,596股 | $78.7万 | 3,660股 | -64股-1.75% | 减仓 |
 摩根士丹利MS |
| 0.45% | 0.41% | $84.1万 | 4,023股 | $66.2万 | 4,023股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 0.43% | 0.47% | $81.0万 | 2,356股 | $76.8万 | 2,571股 | -215股-8.36% | 减仓 |
 埃克森美孚XOM |
| 0.41% | 0.62% | $76.6万 | 5,600股 | $100.8万 | 5,940股 | -340股-5.72% | 减仓 |
 艾伯维ABBV |
| 0.4% | 0.42% | $74.9万 | 2,976股 | $67.6万 | 3,110股 | -134股-4.31% | 减仓 |
 道明尼能源D |
| 0.4% | 0.42% | $74.8万 | 1.1万股 | $67.7万 | 1.1万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.4% | 0.37% | $73.8万 | 2,090股 | $60.0万 | 2,090股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.39% | 0.38% | $73.1万 | 722股 | $61.9万 | 731股 | -9股-1.23% | 减仓 |
| IiShares安硕·COREIJH |
| 0.39% | 0.39% | $72.5万 | 9,406股 | $62.7万 | 9,279股 | +127股+1.37% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.38% | 0.42% | $71.5万 | 8,541股 | $67.7万 | 9,012股 | -471股-5.23% | 减仓 |
 亚马逊AMZN |
| 0.38% | 0.38% | $70.5万 | 2,956股 | $62.1万 | 2,983股 | -27股-0.91% | 减仓 |
