| S嘉信策略信托SCHD |
| 5.48% | 6.05% | $820.1万 | 25.9万股 | $795.1万 | 25.9万股 | -546股-0.21% | 减仓 |
| IiShares安硕信托IVV |
| 4.82% | 4.81% | $720.7万 | 9,624股 | $631.9万 | 9,674股 | -50股-0.52% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 4.42% | 3.97% | $661.5万 | 2.2万股 | $521.9万 | 2.2万股 | -130股-0.59% | 减仓 |
| FFUNDSTRAT GRANNYGRNY |
| 3.46% | 3.37% | $517.1万 | 18.7万股 | $443.4万 | 18.6万股 | +1,297股+0.70% | 加仓 |
| IiShares安硕信托AGG |
| 3.35% | 3.73% | $501.4万 | 5.1万股 | $490.6万 | 4.9万股 | +1,238股+2.51% | 加仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 3.22% | 3.45% | $481.8万 | 14.1万股 | $454.2万 | 13.6万股 | +4,875股+3.59% | 加仓 |
| I景顺QQQ信托VOO |
| 2.89% | 2.55% | $432.9万 | 5,879股 | $335.9万 | 5,819股 | +60股+1.03% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.81% | 2.65% | $420.1万 | 5,625股 | $348.9万 | 5,365股 | +260股+4.85% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.76% | 3.02% | $412.7万 | 9.1万股 | $396.5万 | 8.7万股 | +3,796股+4.37% | 加仓 |
| IINVESCO S&P SMALLCAP QUALITY ETFXSHQ |
| 2.69% | 2.68% | $402.2万 | 8.3万股 | $353.0万 | 8.4万股 | -538股-0.64% | 减仓 |
| SSPDR行业精选信托XLK |
| 2.65% | 2.15% | $396.4万 | 2.1万股 | $282.2万 | 2.1万股 | -425股-2.00% | 减仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 2.51% | 2.67% | $376.0万 | 3.3万股 | $351.6万 | 3.4万股 | -705股-2.07% | 减仓 |
| IiShares安硕信托HDV |
| 2.15% | 2.29% | $321.7万 | 11.7万股 | $300.5万 | 2.2万股 | +9.5万股+430.10% | 加仓 |
| F富达Covington信托FENI |
| 2.09% | 2.2% | $313.5万 | 7.8万股 | $289.9万 | 7.8万股 | +187股+0.24% | 加仓 |
| IiShares安硕信托IWD |
| 1.85% | 1.76% | $277.5万 | 1.1万股 | $231.7万 | 1.1万股 | +604股+5.57% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.79% | 1.82% | $267.3万 | 4.5万股 | $238.8万 | 4.4万股 | +593股+1.34% | 加仓 |
 苹果AAPL |
| 1.68% | 1.58% | $251.6万 | 8,696股 | $208.1万 | 8,199股 | +497股+6.06% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.58% | 1.44% | $236.5万 | 1.9万股 | $189.5万 | 4,445股 | +1.5万股+328.53% | 加仓 |
 微软MSFT |
| 1.34% | 1.52% | $200.6万 | 5,379股 | $199.9万 | 5,400股 | -21股-0.39% | 减仓 |
 应用材料AMAT |
| 1.33% | 0.63% | $199.4万 | 2,758股 | $82.3万 | 2,407股 | +351股+14.58% | 加仓 |
| IISHARES YIELD OPTIMIZED BOND ETFBYLD |
| 1.29% | 1.4% | $192.7万 | 8.5万股 | $184.4万 | 8.2万股 | +3,216股+3.93% | 加仓 |
| IInnovator·NASDAQ-100 10 BUFFER ETF QUARTERLYQBUF |
| 1.27% | 1.32% | $190.0万 | 6.2万股 | $173.4万 | 5.9万股 | +2,421股+4.08% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.15% | 1.25% | $172.3万 | 2.9万股 | $164.4万 | 2.8万股 | +1,601股+5.80% | 加仓 |
| PProShares信托NOBL |
| 1.15% | 1.22% | $172.2万 | 3.1万股 | $161.0万 | 1.5万股 | +1.5万股+101.80% | 加仓 |
| CCARMAXKMX |
| 1.11% | 1% | $166.6万 | 3.2万股 | $131.0万 | 3.2万股 | 00.00% | 持仓不变 |
| GGlobal X·S&P 500 CATHOLIC VALUES CUSTOM ETFCATH |
| 1.05% | 1.05% | $156.8万 | 1.8万股 | $138.1万 | 1.8万股 | +43股+0.24% | 加仓 |
| SSPDR黄金信托GLD |
| 1.03% | 1.4% | $153.5万 | 4,166股 | $183.6万 | 4,267股 | -101股-2.37% | 减仓 |
| NNATIXIS GATEWAY QUALITY INCOME ETFGQI |
| 0.98% | 0.98% | $146.4万 | 2.5万股 | $128.4万 | 2.3万股 | +1,330股+5.68% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.94% | 0.95% | $140.2万 | 3,424股 | $125.0万 | 3,506股 | -82股-2.34% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.86% | 0.82% | $128.8万 | 1.8万股 | $108.3万 | 1.7万股 | +1,172股+6.93% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.78% | 0.79% | $116.5万 | 1.9万股 | $104.1万 | 1.9万股 | +208股+1.11% | 加仓 |
 艾伯维ABBV |
| 0.78% | 0.74% | $116.3万 | 4,623股 | $97.0万 | 4,461股 | +162股+3.63% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 0.77% | 0.87% | $114.9万 | 2.3万股 | $114.6万 | 2.3万股 | +69股+0.30% | 加仓 |
| IInnovator·U.S. EQUITY 10 BUFFER ETF - QUARTERLYZALT |
| 0.72% | 0.77% | $107.4万 | 3.2万股 | $101.8万 | 3.1万股 | +338股+1.08% | 加仓 |
 谷歌AGOOGL |
| 0.71% | 0.59% | $106.6万 | 2,983股 | $77.9万 | 2,708股 | +275股+10.16% | 加仓 |
| S道富SPYM |
| 0.68% | 0.67% | $101.2万 | 1.2万股 | $88.4万 | 1.2万股 | -35股-0.30% | 减仓 |
| EEATON VANCE INCOME OPPORTUNITIES ETFXAGG |
| 0.61% | 0.66% | $90.8万 | 1.8万股 | $86.8万 | 1.7万股 | +701股+4.01% | 加仓 |
| IINNOVATOR GROWTH-100 POWER BUFFER ETF - APRILNAPR |
| 0.6% | 0.65% | $90.2万 | 1.5万股 | $85.3万 | 1.6万股 | -376股-2.41% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.54% | 0.58% | $80.1万 | 1,601股 | $76.7万 | 1,601股 | 00.00% | 持仓不变 |
| BBITWISE BITCOIN ETF TRBITB |
| 0.5% | 0.63% | $75.3万 | 2.4万股 | $82.4万 | 2.2万股 | +1,244股+5.56% | 加仓 |
| IIBMIBM |
| 0.47% | 0.46% | $70.6万 | 2,511股 | $60.7万 | 2,505股 | +6股+0.24% | 加仓 |
 WELLTOWER COMWELL |
| 0.47% | 0.46% | $69.7万 | 3,073股 | $60.8万 | 3,072股 | +1股+0.03% | 加仓 |
 博通AVGO |
| 0.45% | 0.33% | $66.7万 | 1,766股 | $43.2万 | 1,396股 | +370股+26.50% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.42% | 0.4% | $62.6万 | 2.1万股 | $52.2万 | 1.7万股 | +3,500股+20.17% | 加仓 |
| V先锋领航指数基金VOO |
| 0.41% | 0.26% | $61.9万 | 902股 | $34.7万 | 580股 | +322股+55.52% | 加仓 |
| CColumbia Emerging Markets Ex-ChinaXCEM |
| 0.41% | 0.35% | $60.8万 | 1.2万股 | $46.5万 | 1.1万股 | +120股+1.05% | 加仓 |
 亚马逊AMZN |
| 0.39% | 0.29% | $58.5万 | 2,453股 | $38.8万 | 1,861股 | +592股+31.81% | 加仓 |
 英伟达NVDA |
| 0.39% | 0.36% | $58.0万 | 2,897股 | $47.6万 | 2,728股 | +169股+6.20% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.38% | 0.31% | $56.4万 | 7,407股 | $40.6万 | 5,923股 | +1,484股+25.05% | 加仓 |
 AMD超威AMD |
| 0.37% | 0.11% | $55.4万 | 953股 | $14.3万 | 703股 | +250股+35.56% | 加仓 |
