| J摩根大通交易所交易基金JEPI |
| 12.21% | 13.36% | $1,777.6万 | 31.3万股 | $1,779.6万 | 30.8万股 | +5,656股+1.84% | 加仓 |
| IiShares安硕信托IDEV |
| 8.72% | 9.26% | $1,270.0万 | 14.0万股 | $1,233.7万 | 14.0万股 | +837股+0.60% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 6.1% | 5.93% | $888.9万 | 12.3万股 | $790.8万 | 12.4万股 | -1,009股-0.81% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 5.87% | 5.84% | $854.5万 | 24.7万股 | $777.6万 | 25.1万股 | -3,781股-1.50% | 减仓 |
| S道富SPAB |
| 5.57% | 6.45% | $811.7万 | 31.9万股 | $859.6万 | 33.5万股 | -1.6万股-4.68% | 减仓 |
| AALPS ETF信托SMTH |
| 5.14% | 5.7% | $749.1万 | 29.1万股 | $759.6万 | 29.3万股 | -1,726股-0.59% | 减仓 |
| AALPS ETF信托IDOG |
| 3.59% | 4.07% | $522.7万 | 12.5万股 | $542.3万 | 12.5万股 | +379股+0.30% | 加仓 |
| IiShares安硕·COREIJH |
| 3.57% | 3.63% | $520.4万 | 6.8万股 | $483.3万 | 6.8万股 | +226股+0.33% | 加仓 |
| A美国世纪ETF信托AVLV |
| 3.34% | 3.39% | $486.7万 | 5.3万股 | $452.3万 | 5.4万股 | -461股-0.86% | 减仓 |
| IiShares安硕信托IVV |
| 2.65% | 2.67% | $386.3万 | 5,118股 | $355.1万 | 5,150股 | -32股-0.62% | 减仓 |
| AALPS ETF信托MNBD |
| 2.63% | 2.4% | $382.4万 | 14.6万股 | $319.7万 | 12.3万股 | +2.4万股+19.13% | 加仓 |
| S嘉信策略信托SCHD |
| 2.58% | 2.73% | $376.4万 | 11.7万股 | $363.7万 | 11.8万股 | -1,574股-1.33% | 减仓 |
| SSPDR行业精选信托XLU |
| 2.12% | 2.35% | $308.3万 | 6.8万股 | $313.3万 | 6.8万股 | +537股+0.80% | 加仓 |
 苹果AAPL |
| 2.1% | 1.84% | $306.5万 | 9,802股 | $245.3万 | 9,463股 | +339股+3.58% | 加仓 |
| IiShares安硕信托GVI |
| 1.87% | 1.76% | $271.8万 | 2.5万股 | $233.9万 | 2.2万股 | +3,401股+15.56% | 加仓 |
 英伟达NVDA |
| 1.64% | 1.54% | $238.2万 | 1.2万股 | $204.9万 | 1.1万股 | +1,359股+12.56% | 加仓 |
| S道富SPHY |
| 1.49% | 1.66% | $217.1万 | 9.3万股 | $220.7万 | 9.4万股 | -993股-1.06% | 减仓 |
| AALPS ETF信托ENFR |
| 1.38% | 1.57% | $201.2万 | 5.3万股 | $208.9万 | 5.6万股 | -3,288股-5.84% | 减仓 |
| IiShares安硕信托IEFA |
| 1.33% | 1.42% | $194.3万 | 2.0万股 | $188.7万 | 2.0万股 | +97股+0.49% | 加仓 |
 谷歌AGOOGL |
| 1.11% | 1.05% | $161.1万 | 4,395股 | $140.3万 | 4,367股 | +28股+0.64% | 加仓 |
 微软MSFT |
| 1.1% | 1.23% | $160.2万 | 4,142股 | $163.7万 | 4,260股 | -118股-2.77% | 减仓 |
 礼来LLY |
| 1.06% | 0.88% | $154.5万 | 1,288股 | $117.2万 | 1,261股 | +27股+2.14% | 加仓 |
| F富兰克林邓普顿ETF信托FLHY |
| 0.97% | 1.04% | $142.0万 | 5.9万股 | $139.2万 | 5.7万股 | +1,391股+2.43% | 加仓 |
| J骏利Detroit策略信托JMBS |
| 0.94% | 1.04% | $136.7万 | 3.0万股 | $138.0万 | 3.0万股 | +79股+0.26% | 加仓 |
| V先锋领航指数基金VV |
| 0.9% | 0.91% | $130.5万 | 3,771股 | $121.0万 | 3,836股 | -65股-1.69% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.89% | 1.04% | $130.2万 | 2.6万股 | $138.9万 | 2.8万股 | -1,856股-6.72% | 减仓 |
| V先锋领航·MIDVO |
| 0.86% | 0.86% | $125.1万 | 1.5万股 | $115.0万 | 3,834股 | +1.2万股+303.16% | 加仓 |
 亚马逊AMZN |
| 0.81% | 0.81% | $118.7万 | 4,860股 | $107.8万 | 4,494股 | +366股+8.14% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.72% | 0.68% | $105.3万 | 2,886股 | $90.3万 | 2,828股 | +58股+2.05% | 加仓 |
 博通AVGO |
| 0.68% | 0.75% | $99.7万 | 2,666股 | $100.1万 | 2,636股 | +30股+1.14% | 加仓 |
| IiShares安硕IEMG |
| 0.65% | 0.65% | $94.5万 | 1.2万股 | $86.1万 | 1.1万股 | +35股+0.30% | 加仓 |
 美光科技MU |
| 0.61% | 0.29% | $89.4万 | 908股 | $38.5万 | 902股 | +6股+0.67% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.61% | 0.61% | $88.3万 | 1,176股 | $80.7万 | 1,176股 | 00.00% | 持仓不变 |
| F富兰克林邓普顿ETF信托FLCH |
| 0.56% | 0.68% | $81.1万 | 3.9万股 | $90.4万 | 3.9万股 | -448股-1.14% | 减仓 |
 Meta平台META |
| 0.5% | 0.57% | $72.6万 | 1,210股 | $75.8万 | 1,194股 | +16股+1.34% | 加仓 |
 摩根大通JPM |
| 0.5% | 0.48% | $72.1万 | 2,135股 | $63.4万 | 2,021股 | +114股+5.64% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.49% | 0.5% | $71.1万 | 4,502股 | $67.0万 | 4,577股 | -75股-1.64% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.49% | 0.46% | $70.8万 | 4,368股 | $61.1万 | 4,127股 | +241股+5.84% | 加仓 |
| V先锋领航指数基金VB |
| 0.46% | 0.46% | $66.9万 | 2,217股 | $61.2万 | 2,218股 | -1股-0.05% | 减仓 |
 特斯拉TSLA |
| 0.45% | 0.41% | $65.7万 | 1,564股 | $54.4万 | 1,544股 | +20股+1.30% | 加仓 |
| SSPDR道富系列信托HYMB |
| 0.44% | 0.41% | $64.4万 | 2.5万股 | $54.9万 | 2.2万股 | +3,524股+16.11% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.41% | — | $59.4万 | 4,826股 | $0 | 0股 | +4,826股 | 新买入 |
| F富兰克林·SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUNDFLBL |
| 0.4% | 0.44% | $58.9万 | 2.6万股 | $58.9万 | 2.6万股 | +110股+0.43% | 加仓 |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 0.4% | 0.34% | $58.5万 | 2.3万股 | $45.6万 | 1.8万股 | +5,020股+27.48% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.39% | — | $57.2万 | 1,778股 | $0 | 0股 | +1,778股 | 新买入 |
| IiShares安硕信托IWD |
| 0.39% | — | $57.0万 | 2,305股 | $0 | 0股 | +2,305股 | 新买入 |
 应用材料AMAT |
| 0.37% | 0.26% | $53.4万 | 901股 | $35.1万 | 888股 | +13股+1.46% | 加仓 |
| S嘉信策略信托SCHF |
| 0.36% | 0.37% | $52.5万 | 1.9万股 | $49.7万 | 1.9万股 | -31股-0.16% | 减仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.32% | 0.3% | $46.7万 | 4,927股 | $39.4万 | 5,007股 | -80股-1.60% | 减仓 |
| IiShares安硕·COREIJR |
| 0.32% | 0.3% | $46.2万 | 3,147股 | $40.4万 | 3,067股 | +80股+2.61% | 加仓 |
