| S道富SPYM |
| 6.46% | 6.05% | $7,938.3万 | 90.3万股 | $6,767.6万 | 88.4万股 | +1.9万股+2.16% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 5.86% | 6.19% | $7,201.3万 | 153.4万股 | $6,924.0万 | 147.1万股 | +6.3万股+4.32% | 加仓 |
| VVictory组合IIJCPB |
| 4.53% | 4.68% | $5,561.2万 | 118.7万股 | $5,237.4万 | 111.4万股 | +7.3万股+6.59% | 加仓 |
| IiShares安硕信托IQLT |
| 4.25% | 4.2% | $5,219.9万 | 105.3万股 | $4,700.0万 | 101.7万股 | +3.7万股+3.62% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.63% | 3.84% | $4,463.0万 | 8.9万股 | $4,292.1万 | 9.0万股 | -378股-0.42% | 减仓 |
| DDISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFDSTL |
| 2.79% | 2.87% | $3,432.5万 | 57.3万股 | $3,209.8万 | 55.5万股 | +1.8万股+3.33% | 加仓 |
 苹果AAPL |
| 2.68% | 2.56% | $3,294.3万 | 11.4万股 | $2,859.7万 | 11.3万股 | +1,166股+1.03% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 2.5% | 2.55% | $3,068.4万 | 115.7万股 | $2,854.4万 | 108.9万股 | +6.8万股+6.20% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.4% | 2.34% | $2,949.6万 | 42.2万股 | $2,614.1万 | 41.9万股 | +3,373股+0.81% | 加仓 |
| S道富SPSM |
| 1.98% | 1.76% | $2,427.9万 | 42.1万股 | $1,962.9万 | 40.6万股 | +1.5万股+3.63% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.82% | 1.74% | $2,236.4万 | 43.2万股 | $1,950.1万 | 41.6万股 | +1.6万股+3.89% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.75% | 1.59% | $2,152.1万 | 22.3万股 | $1,775.0万 | 22.0万股 | +2,755股+1.25% | 加仓 |
 台积电TSM |
| 1.66% | 1.34% | $2,042.3万 | 4.3万股 | $1,502.1万 | 4.4万股 | -1,685股-3.79% | 减仓 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 1.66% | 1.51% | $2,035.8万 | 44.5万股 | $1,693.9万 | 42.9万股 | +1.6万股+3.71% | 加仓 |
 谷歌AGOOGL |
| 1.58% | 1.41% | $1,941.4万 | 5.4万股 | $1,573.3万 | 5.5万股 | -388股-0.71% | 减仓 |
 科磊KLAC |
| 1.41% | 0.83% | $1,733.0万 | 5.7万股 | $922.8万 | 6,267股 | +5.1万股+816.55% | 加仓 |
| S嘉信·USSCHP |
| 1.37% | 1.51% | $1,677.5万 | 63.3万股 | $1,686.3万 | 63.4万股 | -678股-0.11% | 减仓 |
 英伟达NVDA |
| 1.34% | 1.26% | $1,649.7万 | 8.2万股 | $1,408.6万 | 8.1万股 | +1,675股+2.07% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 1.29% | 1.37% | $1,590.5万 | 13.6万股 | $1,534.2万 | 13.2万股 | +3,900股+2.96% | 加仓 |
| S嘉信·USSCHX |
| 1.27% | 1.15% | $1,561.1万 | 53.0万股 | $1,287.2万 | 50.2万股 | +2.8万股+5.65% | 加仓 |
| J骏利Detroit策略信托JMBS |
| 1.19% | 1.22% | $1,459.4万 | 32.4万股 | $1,366.9万 | 30.3万股 | +2.2万股+7.22% | 加仓 |
 亚马逊AMZN |
| 1.03% | 0.98% | $1,264.0万 | 5.3万股 | $1,090.5万 | 5.2万股 | +676股+1.29% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1% | 1.24% | $1,223.7万 | 21.7万股 | $1,387.6万 | 24.5万股 | -2.8万股-11.50% | 减仓 |
 微软MSFT |
| 0.95% | 1.06% | $1,165.3万 | 3.1万股 | $1,180.4万 | 3.2万股 | -647股-2.03% | 减仓 |
 摩根大通JPM |
| 0.9% | 1.26% | $1,107.2万 | 3.4万股 | $1,407.1万 | 4.8万股 | -1.4万股-29.28% | 减仓 |
 嘉信理财SCHW |
| 0.87% | 0.95% | $1,062.8万 | 11.5万股 | $1,058.3万 | 11.3万股 | +2,570股+2.28% | 加仓 |
 家得宝HD |
| 0.79% | 0.79% | $966.3万 | 2.7万股 | $884.3万 | 2.7万股 | +511股+1.90% | 加仓 |
| WWORLD GOLD TRGLD |
| 0.78% | 0.02% | $964.1万 | 12.1万股 | $22.2万 | 2,395股 | +11.9万股+4,968.39% | 加仓 |
| TTOUCHSTONE ETF TRUSTNUSB |
| 0.77% | 1.09% | $940.9万 | 37.2万股 | $1,214.9万 | 48.0万股 | -10.7万股-22.37% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 0.76% | 0.86% | $935.4万 | 29.3万股 | $962.8万 | 28.7万股 | +5,441股+1.89% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.76% | 1.07% | $928.1万 | 18.4万股 | $1,199.2万 | 23.8万股 | -5.4万股-22.62% | 减仓 |
 迪尔DE |
| 0.75% | 0.73% | $926.5万 | 1.5万股 | $820.5万 | 1.5万股 | +39股+0.27% | 加仓 |
 黑石集团BX |
| 0.71% | 0.74% | $877.3万 | 7.5万股 | $824.9万 | 7.2万股 | +2,814股+3.92% | 加仓 |
 好市多COST |
| 0.71% | 0.74% | $875.4万 | 9,358股 | $829.2万 | 8,322股 | +1,036股+12.45% | 加仓 |
 Meta平台META |
| 0.71% | 0.81% | $872.0万 | 1.5万股 | $907.8万 | 1.6万股 | -387股-2.44% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.71% | 0.75% | $870.4万 | 1.2万股 | $838.2万 | 1.3万股 | -1,233股-9.57% | 减仓 |
 雪佛龙CVX |
| 0.7% | 0.94% | $865.3万 | 5.2万股 | $1,055.7万 | 5.1万股 | +1,181股+2.31% | 加仓 |
| EETFS GOLD TRSGOL |
| 0.68% | 1.85% | $838.9万 | 21.9万股 | $2,066.8万 | 46.3万股 | -24.4万股-52.63% | 减仓 |
| S嘉信策略信托SCHF |
| 0.65% | 0.55% | $797.7万 | 28.8万股 | $614.2万 | 24.8万股 | +4.0万股+16.04% | 加仓 |
 阿斯麦ASML |
| 0.64% | 0.47% | $790.4万 | 3,973股 | $527.7万 | 3,995股 | -22股-0.55% | 减仓 |
| IiShares安硕信托IVV |
| 0.64% | 0.6% | $780.2万 | 1.0万股 | $675.4万 | 1.0万股 | +78股+0.75% | 加仓 |
| S嘉信策略信托SCHD |
| 0.63% | 0.63% | $768.8万 | 24.2万股 | $701.4万 | 22.9万股 | +1.4万股+6.04% | 加仓 |
 Genuine Parts Co ComGPC |
| 0.6% | 0.56% | $737.2万 | 6.2万股 | $630.7万 | 6.0万股 | +2,844股+4.77% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.58% | 0.59% | $711.1万 | 4.5万股 | $656.9万 | 4.4万股 | +641股+1.45% | 加仓 |
 安费诺APH |
| 0.58% | 0.45% | $708.3万 | 4.0万股 | $501.4万 | 4.0万股 | +493股+1.24% | 加仓 |
| SSTATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETFDWX |
| 0.52% | 0.57% | $636.1万 | 13.8万股 | $634.7万 | 13.9万股 | -781股-0.56% | 减仓 |
 百事可乐PEP |
| 0.51% | 0.63% | $632.2万 | 4.7万股 | $705.4万 | 4.5万股 | +1,266股+2.79% | 加仓 |
 威瑞森VZ |
| 0.5% | 0.63% | $612.5万 | 14.5万股 | $708.5万 | 14.1万股 | +3,531股+2.50% | 加仓 |
| VVanEck Russia ETFBBH |
| 0.49% | 0.51% | $596.4万 | 5.7万股 | $570.1万 | 5.9万股 | -1,584股-2.69% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.48% | 0.31% | $591.0万 | 2.3万股 | $346.8万 | 2.3万股 | +227股+0.99% | 加仓 |
