| S道富SPYM |
| 3.89% | 3.54% | $6,002.3万 | 68.3万股 | $4,627.0万 | 60.5万股 | +7.8万股+12.98% | 加仓 |
| BBROOKFIELD WEALTH SO A FCLASS ABNT |
| 3.46% | 3.53% | $5,340.4万 | 115.7万股 | $4,604.0万 | 109.7万股 | +6.0万股+5.49% | 加仓 |
| I景顺QQQ信托VOO |
| 2.92% | 2.69% | $4,499.4万 | 6.1万股 | $3,508.0万 | 6.1万股 | +324股+0.53% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 2.57% | 2.51% | $3,959.9万 | 48.9万股 | $3,282.0万 | 48.1万股 | +7,846股+1.63% | 加仓 |
| SSPDR道富指数基金SPDW |
| 2.43% | 2.57% | $3,744.9万 | 74.3万股 | $3,349.9万 | 73.4万股 | +9,351股+1.27% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.05% | 1.88% | $3,157.0万 | 4.2万股 | $2,459.3万 | 3.8万股 | +4,460股+11.79% | 加仓 |
| AAPTUS DEFINED RISK ETFDRSK |
| 2.02% | 2.07% | $3,121.6万 | 108.6万股 | $2,700.3万 | 98.8万股 | +9.8万股+9.89% | 加仓 |
| SSPDR道富系列信托SPYG |
| 1.99% | 1.79% | $3,065.8万 | 25.8万股 | $2,330.9万 | 23.8万股 | +2.0万股+8.23% | 加仓 |
| S道富SPYV |
| 1.83% | 1.82% | $2,817.5万 | 46.3万股 | $2,369.6万 | 41.9万股 | +4.5万股+10.67% | 加仓 |
| EEA SERIES TRUSTFRDM |
| 1.58% | 1.64% | $2,443.7万 | 33.5万股 | $2,137.5万 | 39.1万股 | -5.6万股-14.29% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.53% | 1.78% | $2,359.7万 | 89.0万股 | $2,328.5万 | 88.9万股 | +1,048股+0.12% | 加仓 |
| F第一信托交易所交易基金FTCB |
| 1.34% | 1.54% | $2,068.7万 | 99.2万股 | $2,010.5万 | 95.9万股 | +3.3万股+3.42% | 加仓 |
| IiShares安硕信托IVW |
| 1.29% | 1.56% | $1,990.1万 | 14.5万股 | $2,032.5万 | 18.0万股 | -3.5万股-19.47% | 减仓 |
| C资本集团股息价值CCBG |
| 1.27% | 1.28% | $1,957.7万 | 39.7万股 | $1,671.7万 | 39.3万股 | +4,280股+1.09% | 加仓 |
| IiShares安硕信托EEM |
| 1.22% | 1.06% | $1,877.0万 | 27.4万股 | $1,380.8万 | 24.3万股 | +3.1万股+12.85% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.16% | 1.98% | $1,782.7万 | 22.9万股 | $2,588.9万 | 33.0万股 | -10.1万股-30.70% | 减仓 |
| FFUNDSTRAT GRANNYGRNY |
| 1.15% | 1.16% | $1,781.8万 | 64.4万股 | $1,514.2万 | 63.4万股 | +1.0万股+1.59% | 加仓 |
| V先锋领航指数基金VUG |
| 1.13% | 1.16% | $1,747.4万 | 20.3万股 | $1,507.7万 | 3.5万股 | +16.8万股+487.69% | 加仓 |
| V先锋领航指数基金VOO |
| 1.1% | 1.09% | $1,693.8万 | 2.5万股 | $1,417.3万 | 2.4万股 | +944股+3.98% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.07% | 1.31% | $1,645.5万 | 16.3万股 | $1,714.3万 | 17.0万股 | -7,234股-4.24% | 减仓 |
| V先锋领航指数基金VTV |
| 0.97% | 1.06% | $1,494.5万 | 6.9万股 | $1,379.7万 | 7.0万股 | -1,741股-2.48% | 减仓 |
 苹果AAPL |
| 0.94% | 1% | $1,453.6万 | 5.0万股 | $1,307.8万 | 5.2万股 | -1,295股-2.51% | 减仓 |
| F第一信托交易所交易基金VIUCON |
| 0.93% | 1.08% | $1,437.4万 | 57.8万股 | $1,414.7万 | 57.1万股 | +6,589股+1.15% | 加仓 |
| EETF系列解决方案OSCV |
| 0.93% | 1.67% | $1,435.0万 | 34.0万股 | $2,177.7万 | 55.2万股 | -21.2万股-38.40% | 减仓 |
 英伟达NVDA |
| 0.91% | 0.98% | $1,405.7万 | 7.0万股 | $1,278.1万 | 7.3万股 | -3,032股-4.14% | 减仓 |
| F第一信托交易所交易基金FPX |
| 0.9% | 0.91% | $1,388.6万 | 7.2万股 | $1,183.2万 | 7.2万股 | +88股+0.12% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.9% | 0.97% | $1,388.0万 | 19.5万股 | $1,268.4万 | 19.8万股 | -3,137股-1.58% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.87% | 0.39% | $1,338.7万 | 4.5万股 | $505.4万 | 2.0万股 | +2.4万股+118.64% | 加仓 |
| IiShares安硕信托IVV |
| 0.85% | 0.68% | $1,318.2万 | 1.8万股 | $881.3万 | 1.3万股 | +4,110股+30.46% | 加仓 |
| PPGIM TOTAL RETURN BOND ETFPTRB |
| 0.84% | 0.98% | $1,294.2万 | 31.2万股 | $1,282.0万 | 30.9万股 | +3,317股+1.07% | 加仓 |
| G通用动力VTI |
| 0.8% | 0.76% | $1,238.7万 | 3.3万股 | $995.7万 | 3.1万股 | +2,436股+7.85% | 加仓 |
| C资本集团国际CGIE |
| 0.79% | 1.02% | $1,213.5万 | 33.3万股 | $1,327.4万 | 40.1万股 | -6.7万股-16.83% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.78% | 0.98% | $1,197.5万 | 2.3万股 | $1,283.9万 | 2.8万股 | -4,796股-17.30% | 减仓 |
 亚马逊AMZN |
| 0.72% | 0.75% | $1,112.1万 | 4.7万股 | $975.0万 | 4.7万股 | -155股-0.33% | 减仓 |
| PPRINCIPAL EXCHANGE TRADED FDPSC |
| 0.69% | — | $1,057.2万 | 15.1万股 | $0 | 0股 | +15.1万股 | 新买入 |
| F第一信托交易所交易基金SCIO |
| 0.67% | 0.81% | $1,033.9万 | 50.0万股 | $1,060.6万 | 51.4万股 | -1.4万股-2.66% | 减仓 |
| SSTATE STREET MULTI-ASSET REAL RETURN ETFRLY |
| 0.66% | 0.82% | $1,025.5万 | 29.7万股 | $1,075.4万 | 29.7万股 | -330股-0.11% | 减仓 |
| TTidal·TRUST IIIGRNJ |
| 0.64% | 0.55% | $992.2万 | 31.6万股 | $716.8万 | 28.7万股 | +2.9万股+10.11% | 加仓 |
| F富达Covington信托FESM |
| 0.64% | 0.4% | $984.3万 | 19.6万股 | $523.2万 | 13.8万股 | +5.9万股+42.64% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.62% | 0.63% | $958.9万 | 14.1万股 | $822.0万 | 14.1万股 | -297股-0.21% | 减仓 |
| F第一信托交易所交易基金SDVY |
| 0.61% | 0.62% | $935.7万 | 21.7万股 | $814.7万 | 20.7万股 | +1.0万股+4.98% | 加仓 |
| F第一信托交易所交易基金VIQSPT |
| 0.6% | 0.66% | $931.0万 | 26.7万股 | $860.8万 | 28.1万股 | -1.4万股-4.95% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.6% | 0.68% | $920.7万 | 19.0万股 | $893.0万 | 18.6万股 | +4,274股+2.30% | 加仓 |
| F富兰克林邓普顿ETF信托FLGV |
| 0.59% | 0.68% | $909.2万 | 44.8万股 | $883.9万 | 43.3万股 | +1.6万股+3.63% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.57% | 0.4% | $872.4万 | 6.4万股 | $527.7万 | 4.5万股 | +1.9万股+43.27% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.55% | 0.62% | $845.1万 | 1.7万股 | $810.6万 | 1.7万股 | -27股-0.16% | 减仓 |
| F富达·MSCIFIDU |
| 0.54% | 0.57% | $827.8万 | 8.4万股 | $745.8万 | 9.3万股 | -9,133股-9.81% | 减仓 |
| F第一信托交易所交易基金IIIFMB |
| 0.53% | 0.56% | $815.6万 | 15.9万股 | $735.3万 | 14.5万股 | +1.4万股+9.39% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.5% | 0.58% | $777.1万 | 9.5万股 | $760.8万 | 9.2万股 | +2,493股+2.71% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.5% | 0.42% | $771.4万 | 2.5万股 | $553.7万 | 2.3万股 | +2,160股+9.27% | 加仓 |
