| I景顺QQQ信托VOO |
| 15.66% | 14.02% | $1,997.2万 | 2.7万股 | $1,564.6万 | 2.7万股 | +14股+0.05% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 14.98% | 14.84% | $1,910.3万 | 3.7万股 | $1,656.4万 | 3.6万股 | +809股+2.26% | 加仓 |
| SSPDR标普500 ETFSPY |
| 9.08% | 9.28% | $1,157.8万 | 1.6万股 | $1,035.4万 | 1.6万股 | -417股-2.62% | 减仓 |
| FFED HME MDT LAR VAL ETF NAVFLCV |
| 8.65% | 8.78% | $1,103.4万 | 30.8万股 | $979.3万 | 31.1万股 | -3,139股-1.01% | 减仓 |
 英伟达NVDA |
| 7.21% | 8.05% | $919.5万 | 4.6万股 | $897.8万 | 5.1万股 | -5,524股-10.73% | 减仓 |
| FFEDERATED HERMES ETF TRUSTFSCC |
| 5.91% | 5.35% | $753.9万 | 20.2万股 | $596.6万 | 20.1万股 | +1,003股+0.50% | 加仓 |
| IiShares安硕信托IVV |
| 5.2% | 4.91% | $662.7万 | 8,849股 | $547.4万 | 8,380股 | +469股+5.60% | 加仓 |
| S道富SLYG |
| 4.65% | 4.29% | $593.5万 | 5.0万股 | $478.5万 | 5.0万股 | +293股+0.59% | 加仓 |
| FFEDERATED HERMES MDT MARKET NEUTRAL ETFMKTN |
| 4.13% | 4.68% | $526.6万 | 20.3万股 | $522.6万 | 20.1万股 | +1,465股+0.73% | 加仓 |
| S道富MDYG |
| 4.09% | 3.93% | $522.2万 | 4.7万股 | $438.3万 | 4.6万股 | +915股+2.00% | 加仓 |
| FFED HERMS U S STRG DIV ETFFDV |
| 3.01% | 3.34% | $383.5万 | 12.2万股 | $372.3万 | 12.1万股 | +1,282股+1.06% | 加仓 |
| IiShares安硕信托DGRO |
| 2.66% | 2.79% | $339.6万 | 4.5万股 | $311.7万 | 4.4万股 | +387股+0.87% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 1.77% | 1.75% | $225.7万 | 6,169股 | $195.8万 | 6,157股 | +12股+0.19% | 加仓 |
| FFEDERATED HERMES SHT DURFCSH |
| 1.55% | 1.53% | $197.7万 | 8.2万股 | $170.6万 | 7.0万股 | +1.2万股+16.75% | 加仓 |
 苹果AAPL |
| 1.49% | 1.77% | $190.1万 | 6,570股 | $197.9万 | 7,797股 | -1,227股-15.74% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.38% | 1.31% | $176.1万 | 2.3万股 | $145.8万 | 1.9万股 | +4,009股+21.56% | 加仓 |
 亚马逊AMZN |
| 0.61% | 0.72% | $77.8万 | 3,263股 | $79.8万 | 3,831股 | -568股-14.83% | 减仓 |
 特斯拉TSLA |
| 0.6% | 1.01% | $76.5万 | 1,820股 | $112.3万 | 3,020股 | -1,200股-39.74% | 减仓 |
| V先锋领航指数基金VOO |
| 0.59% | 0.57% | $74.7万 | 1,088股 | $63.9万 | 1,070股 | +18股+1.68% | 加仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.52% | 0.52% | $66.1万 | 3,477股 | $57.9万 | 3,432股 | +45股+1.31% | 加仓 |
| S嘉信策略信托SCHM |
| 0.49% | 0.47% | $62.7万 | 1.7万股 | $52.5万 | 1.7万股 | +56股+0.33% | 加仓 |
| S嘉信·USSCHA |
| 0.42% | 0.38% | $53.3万 | 1.5万股 | $42.8万 | 1.5万股 | +46股+0.31% | 加仓 |
 摩根大通JPM |
| 0.4% | 0.44% | $50.7万 | 1,549股 | $48.8万 | 1,658股 | -109股-6.57% | 减仓 |
 礼来LLY |
| 0.38% | 0.33% | $48.7万 | 406股 | $36.8万 | 400股 | +6股+1.50% | 加仓 |
| FFIDELITY 500 INDEX FDFXAIX |
| 0.32% | 0.32% | $41.0万 | 1,571股 | $35.6万 | 1,567股 | +4股+0.26% | 加仓 |
| VVANGUARD VAL INDX SHVVIAX |
| 0.3% | 0.31% | $38.2万 | 4,492股 | $34.4万 | 4,492股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 0.29% | 0.3% | $37.6万 | 1.4万股 | $33.3万 | 1.3万股 | +87股+0.65% | 加仓 |
 家得宝HD |
| 0.29% | 0.31% | $37.4万 | 1,060股 | $34.9万 | 1,060股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.29% | 0.36% | $36.6万 | 3,228股 | $40.0万 | 3,222股 | +6股+0.19% | 加仓 |
 微软MSFT |
| 0.28% | 0.35% | $35.1万 | 941股 | $39.5万 | 1,067股 | -126股-11.81% | 减仓 |
 万豪MAR |
| 0.24% | 0.25% | $31.1万 | 840股 | $27.5万 | 840股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.23% | 0.2% | $29.7万 | 832股 | $21.9万 | 761股 | +71股+9.33% | 加仓 |
| SSPDR黄金信托GLD |
| 0.23% | 0.3% | $28.8万 | 781股 | $33.6万 | 781股 | 00.00% | 持仓不变 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.22% | 0.24% | $27.6万 | 5,743股 | $26.8万 | 5,727股 | +16股+0.28% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.22% | 0.21% | $27.6万 | 1,165股 | $23.2万 | 1,081股 | +84股+7.77% | 加仓 |
| I景顺交易所交易基金信托PPA |
| 0.2% | 0.22% | $26.1万 | 1,480股 | $24.5万 | 1,480股 | 00.00% | 持仓不变 |
| F富达Covington信托FDVV |
| 0.2% | 0.2% | $26.1万 | 4,328股 | $22.0万 | 3,981股 | +347股+8.72% | 加仓 |
 埃克森美孚XOM |
| 0.2% | 0.31% | $26.0万 | 1,901股 | $34.7万 | 2,043股 | -142股-6.95% | 减仓 |
 Meta平台META |
| 0.2% | 0.23% | $25.7万 | 456股 | $25.4万 | 444股 | +12股+2.70% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.18% | 0.19% | $23.5万 | 1,547股 | $20.7万 | 1,415股 | +132股+9.33% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.18% | 0.18% | $22.4万 | 3,204股 | $20.0万 | 3,204股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.17% | — | $22.0万 | 1,871股 | $0 | 0股 | +1,871股 | 新买入 |
| S嘉信·USSCHX |
| 0.16% | — | $20.9万 | 7,097股 | $0 | 0股 | +7,097股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.16% | — | $20.1万 | 568股 | $0 | 0股 | +568股 | 新买入 |
