| F第一信托·USTFVD |
| 6.45% | 6.1% | $1,178.5万 | 25.1万股 | $1,146.5万 | 24.9万股 | +1,776股+0.71% | 加仓 |
| V先锋领航指数基金VUG |
| 5.16% | 5.56% | $942.9万 | 2.2万股 | $1,044.4万 | 2.1万股 | +180股+0.84% | 加仓 |
 苹果AAPL |
| 4.68% | 5% | $855.6万 | 3.4万股 | $940.0万 | 3.5万股 | -864股-2.50% | 减仓 |
| IiShares安硕信托MTUM |
| 4.6% | 4.71% | $840.9万 | 3.5万股 | $885.4万 | 3.5万股 | -332股-0.94% | 减仓 |
 英伟达NVDA |
| 3.37% | 3.86% | $616.1万 | 3.5万股 | $725.5万 | 3.9万股 | -3,575股-9.19% | 减仓 |
| V先锋领航指数基金VTV |
| 3.07% | 2.95% | $560.9万 | 2.9万股 | $554.9万 | 2.9万股 | -465股-1.60% | 减仓 |
| F第一信托交易所交易基金FTCS |
| 2.97% | 2.86% | $541.9万 | 5.8万股 | $538.1万 | 5.8万股 | +261股+0.45% | 加仓 |
 微软MSFT |
| 2.65% | 3.62% | $485.1万 | 1.3万股 | $680.9万 | 1.4万股 | -975股-6.93% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 2.25% | 2.15% | $411.4万 | 6.0万股 | $403.2万 | 5.8万股 | +2,201股+3.79% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 2.03% | 1.85% | $371.3万 | 7.5万股 | $347.0万 | 6.9万股 | +5,125股+7.38% | 加仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 1.86% | 1.65% | $340.1万 | 5.7万股 | $309.3万 | 5.2万股 | +5,270股+10.21% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.83% | 1.51% | $335.0万 | 5,151股 | $283.8万 | 4,162股 | +989股+23.76% | 加仓 |
 摩根大通JPM |
| 1.47% | 1.54% | $268.3万 | 9,121股 | $289.7万 | 8,991股 | +130股+1.45% | 加仓 |
 亚马逊AMZN |
| 1.3% | 1.37% | $237.7万 | 1.1万股 | $257.9万 | 1.1万股 | +239股+2.14% | 加仓 |
| V先锋领航指数基金VOO |
| 1.17% | 1.19% | $213.2万 | 3,569股 | $223.8万 | 3,568股 | +1股+0.03% | 加仓 |
 埃克森美孚XOM |
| 1.04% | 0.72% | $189.8万 | 1.1万股 | $134.6万 | 1.1万股 | +2股+0.02% | 加仓 |
 强生JNJ |
| 1.01% | 0.83% | $184.4万 | 7,544股 | $156.6万 | 7,567股 | -23股-0.30% | 减仓 |
 艾伯维ABBV |
| 1% | 0.95% | $183.1万 | 8,421股 | $179.1万 | 7,840股 | +581股+7.41% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.96% | 0.83% | $175.1万 | 1.2万股 | $155.5万 | 1.1万股 | +990股+9.14% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 0.93% | 0.9% | $170.9万 | 3.4万股 | $169.8万 | 3.4万股 | +176股+0.53% | 加仓 |
 谷歌AGOOGL |
| 0.93% | — | $169.4万 | 5,890股 | $0 | 0股 | +5,890股 | 新买入 |
| V先锋领航·FTSEVEA |
| 0.91% | 0.89% | $166.7万 | 2.6万股 | $167.1万 | 2.7万股 | -737股-2.76% | 减仓 |
| IIBMIBM |
| 0.89% | 1.07% | $162.2万 | 6,691股 | $200.6万 | 6,771股 | -80股-1.18% | 减仓 |
 可口可乐KO |
| 0.88% | 0.79% | $161.1万 | 2.1万股 | $149.0万 | 2.1万股 | -127股-0.60% | 减仓 |
| G通用动力VTI |
| 0.88% | 0.9% | $161.0万 | 5,019股 | $168.3万 | 5,019股 | 00.00% | 持仓不变 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.81% | 0.72% | $148.2万 | 1.0万股 | $135.5万 | 6,032股 | +4,111股+68.15% | 加仓 |
 卡特彼勒CAT |
| 0.78% | 0.61% | $141.7万 | 2,000股 | $115.1万 | 2,009股 | -9股-0.45% | 减仓 |
| WWISDOMTREE U.S. SMALLCAP FUNDEES |
| 0.77% | 0.74% | $140.6万 | 2.4万股 | $139.1万 | 2.4万股 | -218股-0.89% | 减仓 |
| FFIRST TRUST RIVERFRONT DYNAMIC DEVELOPED INTERNATIONAL ETFRFDI |
| 0.76% | 0.72% | $139.0万 | 1.7万股 | $135.7万 | 1.7万股 | +62股+0.37% | 加仓 |
| V先锋领航指数基金VB |
| 0.75% | 0.66% | $137.1万 | 5,233股 | $124.5万 | 4,826股 | +407股+8.43% | 加仓 |
 特斯拉TSLA |
| 0.75% | 0.89% | $136.6万 | 3,675股 | $167.3万 | 3,721股 | -46股-1.24% | 减仓 |
| CCREDIT SUISSE NASSAU BRANCGLDI |
| 0.73% | 0.62% | $134.1万 | 8,079股 | $116.9万 | 6,726股 | +1,353股+20.12% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.69% | 0.72% | $126.8万 | 2,647股 | $135.8万 | 2,701股 | -54股-2.00% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.69% | 0.64% | $126.5万 | 3.7万股 | $119.4万 | 3.5万股 | +2,591股+7.43% | 加仓 |
| UUBSSLVO |
| 0.69% | 0.62% | $125.2万 | 1.4万股 | $117.0万 | 1.2万股 | +2,377股+20.29% | 加仓 |
 博通AVGO |
| 0.68% | 0.74% | $124.1万 | 4,009股 | $138.6万 | 4,004股 | +5股+0.12% | 加仓 |
| F第一信托交易所交易基金VIBUFQ |
| 0.67% | 0.62% | $123.0万 | 3.5万股 | $116.0万 | 3.2万股 | +2,449股+7.56% | 加仓 |
| IiShares安硕信托DVY |
| 0.66% | 0.6% | $121.1万 | 7,997股 | $112.5万 | 7,968股 | +29股+0.36% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 0.66% | 0.62% | $120.4万 | 3.1万股 | $117.2万 | 3.1万股 | -29股-0.09% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.63% | 0.64% | $115.5万 | 5,372股 | $120.2万 | 5,470股 | -98股-1.79% | 减仓 |
| I景顺交易所交易基金IISPMO |
| 0.62% | 0.66% | $114.2万 | 1.0万股 | $123.8万 | 1.0万股 | -194股-1.87% | 减仓 |
 VisaV |
| 0.62% | 0.71% | $113.3万 | 3,748股 | $133.3万 | 3,801股 | -53股-1.39% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.62% | 0.68% | $112.5万 | 1.1万股 | $128.3万 | 1.2万股 | -533股-4.43% | 减仓 |
 好市多COST |
| 0.61% | 0.5% | $111.0万 | 1,114股 | $94.0万 | 1,090股 | +24股+2.20% | 加仓 |
| F第一信托交易所交易基金VIFIXD |
| 0.6% | 0.6% | $110.6万 | 2.5万股 | $113.0万 | 2.6万股 | -135股-0.53% | 减仓 |
 沃尔玛WMT |
| 0.6% | 0.52% | $110.6万 | 8,896股 | $96.8万 | 8,691股 | +205股+2.36% | 加仓 |
 雪佛龙CVX |
| 0.6% | 0.43% | $109.1万 | 5,273股 | $79.9万 | 5,242股 | +31股+0.59% | 加仓 |
| PProShares信托NOBL |
| 0.59% | 0.46% | $107.9万 | 1.0万股 | $87.3万 | 8,392股 | +1,784股+21.26% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.58% | 0.32% | $106.8万 | 2.1万股 | $60.1万 | 1.1万股 | +9,172股+80.56% | 加仓 |
| V先锋领航·MIDVO |
| 0.54% | 0.37% | $99.0万 | 3,448股 | $70.5万 | 2,428股 | +1,020股+42.01% | 加仓 |
