| I景顺交易所交易基金信托RSP |
| 5.84% | 5.71% | $1.12亿 | 52.7万股 | $9,171.9万 | 47.8万股 | +4.9万股+10.29% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 4.9% | 5.4% | $9,412.1万 | 166.6万股 | $8,674.2万 | 153.0万股 | +13.6万股+8.89% | 加仓 |
| IiShares安硕信托ILCG |
| 3.8% | 3.52% | $7,296.4万 | 62.4万股 | $5,660.5万 | 59.3万股 | +3.1万股+5.17% | 加仓 |
| A美国世纪ETF信托AVLV |
| 3.5% | 3.42% | $6,713.3万 | 73.6万股 | $5,499.0万 | 68.2万股 | +5.4万股+7.89% | 加仓 |
| IiShares安硕信托EFG |
| 3.44% | 3.22% | $6,603.5万 | 53.1万股 | $5,169.7万 | 46.4万股 | +6.7万股+14.34% | 加仓 |
| S道富MDYV |
| 3.26% | 3.32% | $6,259.0万 | 66.0万股 | $5,323.6万 | 62.5万股 | +3.5万股+5.55% | 加仓 |
| S道富MDYG |
| 3.24% | 3.03% | $6,227.8万 | 55.6万股 | $4,871.7万 | 50.8万股 | +4.8万股+9.44% | 加仓 |
| S道富SLYG |
| 2.36% | 2.06% | $4,531.1万 | 38.0万股 | $3,313.8万 | 34.3万股 | +3.7万股+10.90% | 加仓 |
 苹果AAPL |
| 2.35% | 2.43% | $4,514.8万 | 15.6万股 | $3,905.5万 | 15.4万股 | +2,141股+1.39% | 加仓 |
| PPGIM TOTAL RETURN BOND ETFPTRB |
| 1.99% | 2.04% | $3,821.3万 | 92.2万股 | $3,284.0万 | 79.1万股 | +13.1万股+16.50% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.92% | 2.03% | $3,681.7万 | 105.8万股 | $3,259.3万 | 106.9万股 | -1.1万股-1.03% | 减仓 |
 英伟达NVDA |
| 1.74% | 1.71% | $3,335.7万 | 16.7万股 | $2,745.2万 | 15.7万股 | +9,302股+5.91% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.52% | 1.2% | $2,912.4万 | 62.0万股 | $1,932.7万 | 41.1万股 | +21.0万股+51.14% | 加仓 |
| CCORCEPT THERAPEUTICSCORT |
| 1.47% | 0.81% | $2,824.8万 | 32.5万股 | $1,299.5万 | 32.2万股 | +2,506股+0.78% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 1.4% | 1.34% | $2,693.5万 | 68.2万股 | $2,152.5万 | 54.2万股 | +14.1万股+25.96% | 加仓 |
| S嘉信策略信托SCHM |
| 1.28% | 1.21% | $2,458.3万 | 66.7万股 | $1,941.8万 | 62.7万股 | +4.0万股+6.31% | 加仓 |
| IiShares安硕信托IVW |
| 1.22% | 1.21% | $2,343.5万 | 17.0万股 | $1,943.6万 | 17.2万股 | -1,431股-0.83% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.19% | 1.1% | $2,291.3万 | 6.5万股 | $1,764.2万 | 6.2万股 | +3,348股+5.44% | 加仓 |
| A美国世纪ETF信托AVSC |
| 1.17% | 1.08% | $2,247.9万 | 30.7万股 | $1,728.5万 | 27.7万股 | +2.9万股+10.47% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.12% | 1.21% | $2,157.3万 | 9.1万股 | $1,940.4万 | 9.0万股 | +946股+1.05% | 加仓 |
| KKRANESHARES TRUSTKEMX |
| 1.11% | 1.05% | $2,129.5万 | 40.6万股 | $1,678.3万 | 41.4万股 | -8,043股-1.94% | 减仓 |
| A美国世纪ETF信托AVLC |
| 1.07% | 1.08% | $2,056.9万 | 22.9万股 | $1,735.7万 | 22.4万股 | +4,829股+2.16% | 加仓 |
 博通AVGO |
| 1.06% | 0.98% | $2,026.9万 | 5.4万股 | $1,570.0万 | 5.1万股 | +2,932股+5.78% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 1.05% | 1.04% | $2,008.7万 | 18.4万股 | $1,674.1万 | 17.7万股 | +7,094股+4.01% | 加仓 |
| IiShares安硕信托EFV |
| 1.04% | 1.21% | $2,004.0万 | 26.2万股 | $1,942.9万 | 26.1万股 | +463股+0.18% | 加仓 |
 亚马逊AMZN |
| 1.03% | 1.05% | $1,985.5万 | 8.3万股 | $1,688.5万 | 8.1万股 | +2,233股+2.75% | 加仓 |
| AAvantis·U SAVUV |
| 1.02% | 0.88% | $1,962.3万 | 15.7万股 | $1,418.2万 | 12.8万股 | +2.9万股+22.51% | 加仓 |
 微软MSFT |
| 1% | 1.13% | $1,928.2万 | 5.2万股 | $1,818.1万 | 4.9万股 | +2,576股+5.24% | 加仓 |
| A美国世纪ETF信托EFV |
| 0.97% | 1.13% | $1,859.1万 | 24.0万股 | $1,821.7万 | 24.3万股 | -3,316股-1.36% | 减仓 |
 泛林集团LRCX |
| 0.88% | 0.5% | $1,681.5万 | 3.9万股 | $798.0万 | 3.7万股 | +1,457股+3.90% | 加仓 |
 AVANTIS INTLNGG |
| 0.86% | 0.93% | $1,659.2万 | 18.6万股 | $1,498.8万 | 17.7万股 | +9,354股+5.29% | 加仓 |
| SSPDR黄金信托GLD |
| 0.85% | 0.86% | $1,632.4万 | 4.4万股 | $1,384.0万 | 3.2万股 | +1.2万股+37.77% | 加仓 |
 摩根大通JPM |
| 0.8% | 0.8% | $1,533.7万 | 4.7万股 | $1,280.4万 | 4.4万股 | +3,327股+7.64% | 加仓 |
 卡特彼勒CAT |
| 0.79% | 0.61% | $1,522.1万 | 1.4万股 | $974.4万 | 1.4万股 | +539股+3.92% | 加仓 |
 礼来LLY |
| 0.68% | 0.6% | $1,302.4万 | 1.1万股 | $957.9万 | 1.0万股 | +443股+4.25% | 加仓 |
| PProShares信托REGL |
| 0.65% | 0.56% | $1,251.3万 | 13.7万股 | $899.6万 | 10.4万股 | +3.3万股+31.26% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.64% | 0.67% | $1,232.8万 | 1.7万股 | $1,068.2万 | 1.6万股 | +83股+0.51% | 加仓 |
| IiShares安硕信托IDV |
| 0.64% | 0.68% | $1,219.4万 | 29.4万股 | $1,089.2万 | 25.6万股 | +3.8万股+15.00% | 加仓 |
 Meta平台META |
| 0.62% | 0.71% | $1,199.5万 | 2.1万股 | $1,142.3万 | 2.0万股 | +1,330股+6.66% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.61% | 0.64% | $1,177.7万 | 34.8万股 | $1,035.3万 | 35.5万股 | -7,388股-2.08% | 减仓 |
 沃尔玛WMT |
| 0.59% | 0.74% | $1,136.0万 | 10.0万股 | $1,191.5万 | 9.6万股 | +4,424股+4.61% | 加仓 |
| S嘉信策略信托SCHC |
| 0.58% | 0.65% | $1,118.6万 | 21.2万股 | $1,042.4万 | 21.3万股 | -1,016股-0.48% | 减仓 |
| IiShares安硕信托HDV |
| 0.57% | 0.76% | $1,103.5万 | 40.3万股 | $1,217.7万 | 9.0万股 | +31.3万股+348.72% | 加仓 |
 强生JNJ |
| 0.55% | 0.6% | $1,046.2万 | 4.1万股 | $969.0万 | 4.0万股 | +1,550股+3.91% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.54% | 0.42% | $1,037.5万 | 6.6万股 | $677.9万 | 4.9万股 | +1.7万股+34.87% | 加仓 |
 埃克森美孚XOM |
| 0.51% | 0.76% | $980.3万 | 7.2万股 | $1,223.9万 | 7.2万股 | -435股-0.60% | 减仓 |
| VVANECK IG FLOATING RATE ETFEMLC |
| 0.5% | 0.58% | $954.8万 | 37.3万股 | $930.0万 | 36.5万股 | +7,825股+2.14% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.49% | 0.56% | $950.0万 | 4.2万股 | $897.8万 | 4.3万股 | -682股-1.60% | 减仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 0.49% | 0.48% | $941.8万 | 16.7万股 | $776.7万 | 14.8万股 | +1.9万股+12.71% | 加仓 |
 ARCBESTARCB |
| 0.47% | 0.39% | $902.1万 | 6.3万股 | $618.7万 | 6.3万股 | -51股-0.08% | 减仓 |
