| IiShares安硕IEMG |
| 6.39% | 7.2% | $2,404.9万 | 35.8万股 | $2,504.4万 | 38.0万股 | -2.2万股-5.83% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 5.8% | 6.07% | $2,184.1万 | 63.7万股 | $2,111.1万 | 63.2万股 | +5,799股+0.92% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 5.79% | 6% | $2,181.8万 | 66.9万股 | $2,087.8万 | 65.4万股 | +1.5万股+2.23% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 3.7% | 3.92% | $1,393.3万 | 5.5万股 | $1,363.5万 | 5.5万股 | -90股-0.16% | 减仓 |
 达维塔DVA |
| 3.64% | 4.61% | $1,369.7万 | 12.1万股 | $1,601.9万 | 12.1万股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.61% | 2.38% | $1,357.9万 | 6.2万股 | $827.2万 | 3.8万股 | +2.3万股+61.17% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.72% | 2.96% | $1,025.4万 | 7.1万股 | $1,030.1万 | 3.7万股 | +3.5万股+94.88% | 加仓 |
 苹果AAPL |
| 2.36% | 2.52% | $889.7万 | 3.3万股 | $876.7万 | 3.4万股 | -1,704股-4.95% | 减仓 |
| I景顺自营指数基金BSJR |
| 2.03% | 1.85% | $765.1万 | 33.8万股 | $644.7万 | 28.4万股 | +5.5万股+19.32% | 加仓 |
| IiShares安硕信托IEFA |
| 2.02% | 3.01% | $759.7万 | 8.5万股 | $1,047.5万 | 12.0万股 | -3.5万股-29.22% | 减仓 |
| I景顺QQQ信托VOO |
| 1.95% | 2.1% | $735.0万 | 1.2万股 | $731.5万 | 1.2万股 | -219股-1.80% | 减仓 |
| IiShares安硕信托EMB |
| 1.86% | 0.96% | $700.2万 | 7.3万股 | $334.3万 | 3.5万股 | +3.8万股+107.06% | 加仓 |
| I景顺自营指数基金BSJS |
| 1.83% | 1.26% | $688.1万 | 31.3万股 | $439.6万 | 19.9万股 | +11.4万股+57.12% | 加仓 |
| IiShares安硕信托TLT |
| 1.72% | 0.56% | $648.1万 | 7.4万股 | $193.9万 | 2.2万股 | +5.3万股+242.79% | 加仓 |
| S嘉信策略信托SCHD |
| 1.62% | 1.78% | $609.4万 | 22.2万股 | $618.6万 | 22.7万股 | -4,413股-1.95% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.46% | 1.51% | $548.8万 | 5.7万股 | $525.9万 | 5.6万股 | +825股+1.46% | 加仓 |
| IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ |
| 1.33% | 1.48% | $502.8万 | 21.5万股 | $515.5万 | 22.0万股 | -4,853股-2.20% | 减仓 |
| IINNOVATOR ETFS TRPSTP |
| 1.31% | 1.38% | $495.2万 | 14.0万股 | $481.7万 | 13.9万股 | +1,643股+1.19% | 加仓 |
| IiShares安硕信托IUSV |
| 1.21% | — | $454.7万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.11% | 1.23% | $419.8万 | 2.4万股 | $427.8万 | 2.5万股 | -833股-3.40% | 减仓 |
 英伟达NVDA |
| 1.09% | 1.03% | $410.8万 | 2.2万股 | $358.0万 | 1.9万股 | +2,837股+14.79% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.06% | — | $398.7万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
 微软MSFT |
| 1.03% | 1.13% | $387.0万 | 8,003股 | $393.8万 | 7,603股 | +400股+5.26% | 加仓 |
| IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARYBSTP |
| 1.01% | 1.09% | $380.2万 | 10.2万股 | $378.6万 | 10.4万股 | -1,701股-1.63% | 减仓 |
| IiShares安硕信托IMCG |
| 0.99% | 1.01% | $372.1万 | 4.7万股 | $350.8万 | 4.2万股 | +4,197股+9.90% | 加仓 |
| IiShares安硕信托LQD |
| 0.98% | 1% | $370.2万 | 3.4万股 | $348.1万 | 3.1万股 | +2,371股+7.59% | 加仓 |
| I景顺自营指数基金BSCQ |
| 0.95% | 1% | $358.5万 | 18.3万股 | $347.4万 | 17.8万股 | +5,534股+3.12% | 加仓 |
| PPGIM ETF TRPFRL |
| 0.94% | 0.98% | $354.1万 | 7.1万股 | $340.0万 | 6.8万股 | +3,454股+5.09% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.91% | 0.96% | $342.8万 | 5,027股 | $335.6万 | 5,037股 | -10股-0.20% | 减仓 |
 谷歌AGOOGL |
| 0.87% | 0.81% | $327.2万 | 1.0万股 | $282.4万 | 1.2万股 | -1,161股-9.99% | 减仓 |
| S嘉信·USSCHX |
| 0.86% | 0.7% | $323.9万 | 12.0万股 | $243.3万 | 9.2万股 | +2.8万股+30.26% | 加仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 0.79% | 0.82% | $298.3万 | 8.9万股 | $284.7万 | 8.7万股 | +2,271股+2.62% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.77% | 0.67% | $289.9万 | 3.2万股 | $233.7万 | 2.5万股 | +6,255股+24.56% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.77% | 0.79% | $289.0万 | 5.3万股 | $273.8万 | 5.1万股 | +1,955股+3.85% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.75% | 0.78% | $282.1万 | 4.9万股 | $271.6万 | 4.8万股 | +1,727股+3.63% | 加仓 |
| I景顺自营指数基金BSCS |
| 0.69% | 0.78% | $261.7万 | 12.7万股 | $270.6万 | 13.2万股 | -4,524股-3.44% | 减仓 |
 博通AVGO |
| 0.69% | 0.53% | $260.6万 | 7,531股 | $185.2万 | 5,615股 | +1,916股+34.12% | 加仓 |
| F第一信托交易所交易基金VIBUFG |
| 0.69% | 0.64% | $258.6万 | 9.4万股 | $221.9万 | 8.2万股 | +1.2万股+14.08% | 加仓 |
| TTCW ETF TRUSTSLNZ |
| 0.68% | 0.65% | $257.5万 | 5.6万股 | $226.2万 | 4.8万股 | +7,525股+15.65% | 加仓 |
 亚马逊AMZN |
| 0.66% | 0.64% | $247.7万 | 1.1万股 | $223.9万 | 1.0万股 | +534股+5.24% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.66% | 0.73% | $247.7万 | 2.1万股 | $253.8万 | 2.1万股 | -398股-1.86% | 减仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.66% | 2.16% | $246.9万 | 2.5万股 | $751.5万 | 7.7万股 | -5.1万股-66.88% | 减仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 0.62% | 0.72% | $234.9万 | 12.5万股 | $249.1万 | 13.2万股 | -7,697股-5.81% | 减仓 |
| V先锋领航指数基金VOO |
| 0.6% | 0.4% | $225.0万 | 3,587股 | $138.8万 | 2,267股 | +1,320股+58.23% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.6% | 0.57% | $224.6万 | 1.9万股 | $199.8万 | 8,336股 | +1.0万股+125.60% | 加仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 0.52% | 0.56% | $196.6万 | 6.7万股 | $193.9万 | 6.5万股 | +1,727股+2.65% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.51% | 0.51% | $191.0万 | 1.7万股 | $176.1万 | 1.6万股 | +874股+5.49% | 加仓 |
 特斯拉TSLA |
| 0.5% | 0.42% | $187.5万 | 4,170股 | $145.7万 | 3,276股 | +894股+27.29% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.45% | 0.49% | $170.3万 | 2.5万股 | $170.3万 | 2.6万股 | -831股-3.17% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.45% | — | $168.0万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
