| IiShares安硕信托SHV |
| 9.75% | 9.01% | $6,046.6万 | 54.7万股 | $5,302.3万 | 48.0万股 | +6.7万股+13.90% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 8.08% | 7.53% | $5,010.5万 | 10.9万股 | $4,434.8万 | 10.9万股 | -153股-0.14% | 减仓 |
| IiShares安硕信托IBDY |
| 7.25% | 7.07% | $4,497.4万 | 170.4万股 | $4,160.8万 | 165.1万股 | +5.2万股+3.18% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 5.53% | 5.39% | $3,431.7万 | 161.7万股 | $3,173.8万 | 156.4万股 | +5.3万股+3.39% | 加仓 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 5.53% | 5.38% | $3,430.2万 | 133.4万股 | $3,166.4万 | 128.9万股 | +4.5万股+3.48% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 5.51% | 5.38% | $3,415.1万 | 154.0万股 | $3,170.6万 | 149.1万股 | +4.9万股+3.29% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 3.57% | 3.49% | $2,215.4万 | 94.2万股 | $2,057.4万 | 90.8万股 | +3.5万股+3.83% | 加仓 |
| IiShares安硕信托IBDT |
| 3.55% | 3.49% | $2,199.0万 | 86.1万股 | $2,056.3万 | 83.0万股 | +3.1万股+3.76% | 加仓 |
| I景顺交易所交易基金信托PDP |
| 3.54% | 3.54% | $2,193.3万 | 21.2万股 | $2,086.3万 | 21.3万股 | -780股-0.37% | 减仓 |
| SSPDR行业精选信托XLU |
| 3.25% | 2.79% | $2,015.4万 | 25.0万股 | $1,641.7万 | 24.1万股 | +8,574股+3.56% | 加仓 |
| IiShares安硕信托IBDS |
| 2.46% | 2.43% | $1,526.6万 | 62.6万股 | $1,432.1万 | 60.4万股 | +2.3万股+3.80% | 加仓 |
| IiShares安硕EWJ |
| 2.07% | 2.07% | $1,286.2万 | 18.0万股 | $1,221.4万 | 17.9万股 | +816股+0.46% | 加仓 |
 苹果AAPL |
| 1.98% | 1.98% | $1,227.1万 | 5.3万股 | $1,165.9万 | 5.5万股 | -2,688股-4.86% | 减仓 |
| IiShares安硕EMHY |
| 1.91% | 1.93% | $1,183.6万 | 30.3万股 | $1,135.9万 | 30.7万股 | -3,269股-1.07% | 减仓 |
| IiShares安硕信托IBDR |
| 1.73% | 1.74% | $1,073.4万 | 44.2万股 | $1,024.8万 | 43.0万股 | +1.1万股+2.67% | 加仓 |
| IiShares黄金信托IAU |
| 1.46% | 1.42% | $904.0万 | 18.2万股 | $837.6万 | 19.1万股 | -8,792股-4.61% | 减仓 |
 VanEck ETF信托MLN |
| 1.44% | 1.46% | $894.9万 | 48.9万股 | $858.4万 | 48.1万股 | +8,367股+1.74% | 加仓 |
| IiShares安硕信托AGG |
| 1.26% | 1.29% | $780.1万 | 7.7万股 | $760.2万 | 7.8万股 | -1,282股-1.64% | 减仓 |
 微软MSFT |
| 1.19% | 1.51% | $736.0万 | 1.7万股 | $886.6万 | 2.0万股 | -2,731股-13.77% | 减仓 |
| IISHARES INDIA 50 ETFINDY |
| 1.16% | 1.19% | $721.6万 | 12.8万股 | $698.8万 | 13.0万股 | -2,063股-1.58% | 减仓 |
 亚马逊AMZN |
| 1.1% | 1.23% | $684.6万 | 3.7万股 | $727.0万 | 3.8万股 | -882股-2.34% | 减仓 |
 卡特彼勒CAT |
| 1.09% | 1.01% | $679.1万 | 1.7万股 | $593.8万 | 1.8万股 | -462股-2.59% | 减仓 |
| F第一信托·UST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUNDFXR |
| 1.08% | 1.04% | $671.2万 | 8.9万股 | $613.1万 | 9.0万股 | -1,490股-1.65% | 减仓 |
| F第一信托交易所交易基金FXD |
| 1% | 1% | $622.5万 | 9.8万股 | $588.6万 | 9.8万股 | +108股+0.11% | 加仓 |
| IiShares安硕信托IBMR |
| 0.99% | 1.01% | $612.7万 | 24.0万股 | $593.1万 | 23.9万股 | +1,778股+0.75% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.97% | 1.26% | $599.5万 | 3.6万股 | $739.1万 | 4.0万股 | -4,440股-11.03% | 减仓 |
| FFIRST TRUST NASDAQ SEMICONDUCTOR ETFFTXL |
| 0.96% | 1.09% | $598.0万 | 6.4万股 | $642.7万 | 6.4万股 | -248股-0.39% | 减仓 |
| IiShares安硕信托ITOT |
| 0.96% | 0.97% | $595.7万 | 4.7万股 | $569.4万 | 4.8万股 | -516股-1.08% | 减仓 |
| F第一信托·USTQTEC |
| 0.93% | 1.02% | $579.3万 | 3.0万股 | $602.5万 | 3.1万股 | -229股-0.75% | 减仓 |
| F第一信托·USTFDN |
| 0.9% | 0.92% | $560.8万 | 2.6万股 | $539.5万 | 2.6万股 | +152股+0.58% | 加仓 |
| IIBMIBM |
| 0.89% | 0.73% | $549.7万 | 2.5万股 | $430.3万 | 2.5万股 | -18股-0.07% | 减仓 |
 赛富时CRM |
| 0.77% | 0.75% | $477.9万 | 1.7万股 | $440.4万 | 1.7万股 | +332股+1.94% | 加仓 |
 默沙东MRK |
| 0.74% | 0.84% | $459.5万 | 4.0万股 | $494.5万 | 4.0万股 | +520股+1.30% | 加仓 |
| IiShares安硕信托IBMQ |
| 0.72% | 0.73% | $444.5万 | 17.3万股 | $432.4万 | 17.3万股 | +593股+0.34% | 加仓 |
| I景顺交易所交易基金信托GRPM |
| 0.65% | 0.65% | $404.3万 | 3.5万股 | $385.1万 | 3.4万股 | +873股+2.59% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.63% | 0.59% | $388.9万 | 2.2万股 | $347.3万 | 2.1万股 | +566股+2.68% | 加仓 |
 埃克森美孚XOM |
| 0.62% | 0.65% | $387.4万 | 3.3万股 | $383.3万 | 3.3万股 | -244股-0.73% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.58% | 0.56% | $361.9万 | 3.4万股 | $331.8万 | 3.3万股 | +783股+2.34% | 加仓 |
| VVANGUARD S&P MID-CAP 400VALUE INDEX FUND ETF SHARESIVOV |
| 0.58% | 0.56% | $360.8万 | 3.8万股 | $327.4万 | 3.7万股 | +305股+0.82% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.58% | 0.56% | $357.1万 | 1.9万股 | $328.1万 | 1.9万股 | +58股+0.31% | 加仓 |
| IiShares安硕信托IBMP |
| 0.54% | 0.56% | $336.0万 | 13.2万股 | $328.6万 | 13.1万股 | +632股+0.48% | 加仓 |
| IiShares安硕信托ICSH |
| 0.53% | 0.54% | $326.0万 | 6.4万股 | $319.5万 | 6.3万股 | +1,020股+1.61% | 加仓 |
| IiShares安硕信托IBMO |
| 0.46% | 0.47% | $282.4万 | 11.0万股 | $276.5万 | 10.9万股 | +903股+0.83% | 加仓 |
| IiShares iBonds Dec 2025 Term Muni Bd ETFIBMO |
| 0.43% | 0.44% | $267.0万 | 10.0万股 | $256.9万 | 9.7万股 | +3,178股+3.28% | 加仓 |
 ADPADP |
| 0.34% | 0.31% | $209.2万 | 7,558股 | $180.4万 | 7,558股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.32% | 0.35% | $197.0万 | 9,343股 | $204.7万 | 1.0万股 | -779股-7.70% | 减仓 |
 GE航空GE |
| 0.28% | 0.25% | $173.3万 | 9,188股 | $146.1万 | 9,188股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.23% | 0.23% | $140.1万 | 2,388股 | $137.7万 | 2,388股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.22% | 0.27% | $134.1万 | 1.1万股 | $156.8万 | 1.3万股 | -1,652股-13.02% | 减仓 |
| AALPS SECTOR DIVIDEND DOGS ETFSDOG |
| 0.22% | 0.21% | $133.9万 | 2.3万股 | $122.3万 | 2.3万股 | -442股-1.91% | 减仓 |
