| SSPDR标普500 ETFSPY |
| 17.03% | 16.92% | $1,845.1万 | 2.5万股 | $1,632.1万 | 2.5万股 | -388股-1.55% | 减仓 |
| IiShares安硕信托IVV |
| 12.32% | 12.15% | $1,335.1万 | 1.8万股 | $1,171.7万 | 1.8万股 | -110股-0.61% | 减仓 |
| S嘉信·USSCHX |
| 11.77% | 11.54% | $1,276.0万 | 43.4万股 | $1,113.4万 | 43.4万股 | -689股-0.16% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 7.91% | 7.74% | $857.0万 | 2.3万股 | $746.2万 | 2.3万股 | -36股-0.15% | 减仓 |
| IiShares安硕信托IVW |
| 5.85% | 5.45% | $633.5万 | 4.6万股 | $525.8万 | 4.6万股 | -422股-0.91% | 减仓 |
| IiShares安硕·COREIJH |
| 5.39% | 5.29% | $583.9万 | 7.6万股 | $510.4万 | 7.6万股 | +144股+0.19% | 加仓 |
| IiShares安硕·S&PIVE |
| 5.28% | 5.6% | $572.0万 | 2.5万股 | $540.3万 | 2.6万股 | -398股-1.56% | 减仓 |
| S嘉信策略信托SCHF |
| 5.24% | 5.27% | $568.3万 | 20.5万股 | $508.0万 | 20.5万股 | -102股-0.05% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 4.87% | 4.96% | $528.1万 | 17.0万股 | $478.3万 | 17.2万股 | -1,957股-1.14% | 减仓 |
| V先锋领航指数基金VOO |
| 4.81% | 4.17% | $520.9万 | 7,073股 | $402.4万 | 6,971股 | +102股+1.46% | 加仓 |
| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 3.32% | 3.68% | $359.3万 | 14.6万股 | $354.6万 | 14.3万股 | +2,294股+1.60% | 加仓 |
| VVANECK IG FLOATING RATE ETFEMLC |
| 2.73% | 3.05% | $295.5万 | 11.5万股 | $294.2万 | 11.5万股 | -79股-0.07% | 减仓 |
| IiShares安硕·COREIJR |
| 1.81% | 1.72% | $195.9万 | 1.3万股 | $166.1万 | 1.3万股 | -155股-1.16% | 减仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 1.44% | 1.58% | $155.7万 | 3.5万股 | $152.6万 | 3.4万股 | +732股+2.15% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.17% | 1.3% | $127.3万 | 1.0万股 | $125.7万 | 2,948股 | +7,305股+247.80% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.96% | 0.96% | $103.9万 | 3.1万股 | $92.7万 | 3.2万股 | -1,128股-3.54% | 减仓 |
 特斯拉TSLA |
| 0.67% | 0.66% | $72.6万 | 1,725股 | $64.1万 | 1,725股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJJ |
| 0.6% | 0.6% | $65.0万 | 4,400股 | $58.3万 | 4,400股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 0.57% | 0.69% | $61.8万 | 1.1万股 | $66.1万 | 1.1万股 | -171股-1.57% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.57% | 0.61% | $61.5万 | 1,501股 | $58.6万 | 1,643股 | -142股-8.64% | 减仓 |
| F富达·COMWLTH TRONEQ |
| 0.56% | 0.54% | $60.2万 | 5,833股 | $52.1万 | 6,133股 | -300股-4.89% | 减仓 |
 AON SHS CL AAON |
| 0.55% | 0.6% | $59.4万 | 1,792股 | $57.8万 | 1,792股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.53% | 0.66% | $57.4万 | 1,019股 | $63.8万 | 1,115股 | -96股-8.61% | 减仓 |
 苹果AAPL |
| 0.52% | 0.52% | $56.4万 | 1,949股 | $50.4万 | 1,985股 | -36股-1.81% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.49% | 0.57% | $53.0万 | 3,180股 | $55.2万 | 3,180股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.48% | 0.48% | $52.4万 | 1,865股 | $46.4万 | 1,914股 | -49股-2.56% | 减仓 |
 宏利金融MFC |
| 0.45% | 0.43% | $49.2万 | 1.2万股 | $41.9万 | 1.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.41% | 0.4% | $44.7万 | 1,875股 | $38.6万 | 1,853股 | +22股+1.19% | 加仓 |
 埃克森美孚XOM |
| 0.35% | 0.49% | $38.5万 | 2,813股 | $47.6万 | 2,805股 | +8股+0.29% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.3% | 0.28% | $32.0万 | 1,299股 | $27.2万 | 1,309股 | -10股-0.76% | 减仓 |
 英伟达NVDA |
| 0.29% | 0.29% | $31.3万 | 1,564股 | $27.5万 | 1,577股 | -13股-0.82% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.27% | 0.29% | $29.6万 | 1,874股 | $27.8万 | 1,874股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWL |
| 0.27% | 0.26% | $28.9万 | 1,565股 | $25.1万 | 1,565股 | 00.00% | 持仓不变 |
| DDICKS SPORTING GOODSDKS |
| 0.24% | 0.23% | $25.9万 | 1,140股 | $22.6万 | 1,140股 | 00.00% | 持仓不变 |
