| J摩根大通交易所交易基金JEPI |
| 8.22% | 8.92% | $1,508.6万 | 26.7万股 | $1,384.6万 | 24.4万股 | +2.3万股+9.34% | 加仓 |
| I景顺QQQ信托VOO |
| 7.2% | 6.85% | $1,321.8万 | 1.8万股 | $1,063.3万 | 1.8万股 | -492股-2.67% | 减仓 |
| I景顺·S&PRWL |
| 6.01% | 5.85% | $1,102.8万 | 8.6万股 | $908.2万 | 7.9万股 | +7,282股+9.21% | 加仓 |
| S嘉信策略信托SCHD |
| 4.13% | 3.95% | $758.5万 | 23.9万股 | $613.0万 | 20.0万股 | +3.9万股+19.71% | 加仓 |
| CCOLUMBIA ETF TR IRECS |
| 4.05% | 3.65% | $743.0万 | 17.2万股 | $566.6万 | 14.5万股 | +2.6万股+18.10% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 3.91% | 3.19% | $718.3万 | 2.4万股 | $495.5万 | 2.1万股 | +2,856股+13.70% | 加仓 |
| GGlobal X基金PAVE |
| 3.87% | 3.88% | $711.1万 | 12.0万股 | $602.3万 | 11.9万股 | +1,937股+1.63% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 3.56% | 3.1% | $653.5万 | 10.6万股 | $480.8万 | 8.7万股 | +2.0万股+22.77% | 加仓 |
 苹果AAPL |
| 3.42% | 3.36% | $627.2万 | 2.2万股 | $521.9万 | 2.1万股 | +1,110股+5.40% | 加仓 |
| F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI |
| 3.01% | 3.34% | $552.3万 | 13.6万股 | $518.1万 | 12.8万股 | +8,305股+6.50% | 加仓 |
| GGlobal X基金QYLD |
| 2.77% | 3% | $508.2万 | 27.6万股 | $465.7万 | 27.2万股 | +4,223股+1.56% | 加仓 |
 GE航空GE |
| 2.33% | 2.05% | $427.8万 | 1.1万股 | $318.2万 | 1.1万股 | +254股+2.27% | 加仓 |
 NUVEEN CORE EQUITY ALPHA FDJCE |
| 2.28% | 2.49% | $418.3万 | 25.0万股 | $385.7万 | 25.5万股 | -4,969股-1.95% | 减仓 |
| AALPS ETF信托RFDA |
| 2.24% | 2.44% | $412.0万 | 5.9万股 | $379.0万 | 6.0万股 | -1,964股-3.25% | 减仓 |
| SSPDR行业精选信托XLE |
| 2.24% | 3.13% | $410.6万 | 7.7万股 | $485.3万 | 7.9万股 | -1,903股-2.40% | 减仓 |
| SSPDR行业精选信托XLF |
| 2.23% | 2.44% | $409.5万 | 7.6万股 | $378.6万 | 7.7万股 | -289股-0.38% | 减仓 |
 英伟达NVDA |
| 2.07% | 2.09% | $380.3万 | 1.9万股 | $324.0万 | 1.9万股 | +430股+2.31% | 加仓 |
 GE VernovaGEV |
| 1.93% | 1.65% | $353.4万 | 3,006股 | $255.4万 | 2,925股 | +81股+2.77% | 加仓 |
| CCOLUMBIA ETF TR ICRUX |
| 1.89% | — | $347.1万 | 11.6万股 | $0 | 0股 | +11.6万股 | 新买入 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 1.52% | 1.57% | $279.5万 | 6.0万股 | $243.6万 | 5.7万股 | +2,232股+3.89% | 加仓 |
 PIMCO·DYNAMIC INCOMEPDI |
| 1.46% | 1.99% | $267.8万 | 15.8万股 | $308.1万 | 17.8万股 | -2.0万股-11.08% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 1.38% | 1.45% | $253.0万 | 7,470股 | $225.7万 | 7,648股 | -178股-2.33% | 减仓 |
| IiShares High Yield Systematic Bond ETFHYDB |
| 1.36% | 1.68% | $249.7万 | 5.3万股 | $260.6万 | 5.6万股 | -2,639股-4.71% | 减仓 |
| IINVESCO EXCHANGE TRADED FD TR DJ INDL AVG DVDJD |
| 1.01% | 1.14% | $184.8万 | 2.9万股 | $177.1万 | 3.0万股 | -489股-1.65% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 1% | 1.03% | $183.1万 | 8,343股 | $159.4万 | 8,311股 | +32股+0.39% | 加仓 |
 埃克森美孚XOM |
| 0.9% | 1.31% | $164.3万 | 1.2万股 | $203.9万 | 1.2万股 | +4股+0.03% | 加仓 |
| IiShares安硕信托IVV |
| 0.87% | 1.32% | $159.9万 | 2,135股 | $205.1万 | 3,139股 | -1,004股-31.98% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.84% | 0.73% | $154.9万 | 6,374股 | $113.6万 | 5,227股 | +1,147股+21.94% | 加仓 |
 VanEck ETF信托SMH |
| 0.79% | 0.4% | $145.6万 | 2,220股 | $62.8万 | 1,639股 | +581股+35.45% | 加仓 |
 道明尼能源D |
| 0.71% | 0.74% | $130.7万 | 1.9万股 | $114.5万 | 1.9万股 | +14股+0.07% | 加仓 |
 微软MSFT |
| 0.67% | 0.69% | $122.8万 | 3,293股 | $107.9万 | 2,914股 | +379股+13.01% | 加仓 |
 家得宝HD |
| 0.66% | 0.7% | $120.5万 | 3,416股 | $109.0万 | 3,314股 | +102股+3.08% | 加仓 |
| V先锋领航指数基金VOO |
| 0.63% | 0.6% | $116.3万 | 1,694股 | $92.8万 | 1,552股 | +142股+9.15% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.57% | 0.61% | $104.7万 | 3.1万股 | $94.8万 | 3.3万股 | -1,584股-4.87% | 减仓 |
 迈威尔MRVL |
| 0.57% | 0.23% | $104.0万 | 3,491股 | $35.9万 | 3,624股 | -133股-3.67% | 减仓 |
 艾伯维ABBV |
| 0.56% | 0.57% | $102.6万 | 4,079股 | $88.7万 | 4,078股 | +1股+0.02% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.54% | 0.47% | $99.8万 | 1,334股 | $73.5万 | 1,126股 | +208股+18.47% | 加仓 |
 泛林集团LRCX |
| 0.53% | 0.31% | $96.5万 | 2,225股 | $47.6万 | 2,223股 | +2股+0.09% | 加仓 |
 礼来LLY |
| 0.52% | 0.47% | $95.8万 | 799股 | $73.5万 | 799股 | 00.00% | 持仓不变 |
| I景顺·S&P 500 GARP ETFSPGP |
| 0.49% | 0.51% | $89.2万 | 7,294股 | $78.8万 | 7,320股 | -26股-0.36% | 减仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.47% | 0.41% | $87.2万 | 3,052股 | $63.7万 | 3,060股 | -8股-0.26% | 减仓 |
 亚马逊AMZN |
| 0.46% | 0.47% | $84.4万 | 3,540股 | $73.5万 | 3,530股 | +10股+0.28% | 加仓 |
| CColumbia Emerging Markets Ex-ChinaXCEM |
| 0.44% | 0.37% | $80.0万 | 1.5万股 | $56.9万 | 1.4万股 | +1,193股+8.56% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.43% | 0.46% | $79.0万 | 2.3万股 | $71.0万 | 2.3万股 | -593股-2.55% | 减仓 |
 摩根大通JPM |
| 0.43% | 0.42% | $78.1万 | 2,385股 | $65.0万 | 2,211股 | +174股+7.87% | 加仓 |
| IiShares安硕PICK |
| 0.43% | 0.49% | $78.0万 | 1.3万股 | $75.7万 | 1.3万股 | +32股+0.24% | 加仓 |
 美光科技MU |
| 0.38% | 0.13% | $70.1万 | 607股 | $20.5万 | 607股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.38% | 0.49% | $69.2万 | 6,108股 | $76.0万 | 6,106股 | +2股+0.03% | 加仓 |
| I景顺交易所交易基金IIRWJ |
| 0.37% | 0.38% | $68.6万 | 1.2万股 | $59.7万 | 1.2万股 | -295股-2.49% | 减仓 |
 威瑞森VZ |
| 0.35% | 0.48% | $63.4万 | 1.5万股 | $74.6万 | 1.5万股 | +110股+0.74% | 加仓 |
