| IiShares安硕信托IVV |
| 6.27% | 6.14% | $3,630.4万 | 6.3万股 | $3,630.4万 | 6.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IMTB |
| 3.88% | 3.8% | $2,248.8万 | 50.5万股 | $2,248.8万 | 50.5万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 3.47% | 3.39% | $2,007.4万 | 8.6万股 | $2,007.4万 | 8.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 2.81% | 2.75% | $1,624.6万 | 20.8万股 | $1,624.6万 | 20.8万股 | 00.00% | 持仓不变 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 2.54% | 2.48% | $1,468.0万 | 63.5万股 | $1,468.0万 | 63.5万股 | 00.00% | 持仓不变 |
| PPimco Active Bond ETFBOND |
| 2.35% | 2.3% | $1,361.4万 | 14.4万股 | $1,361.4万 | 14.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 2.28% | 2.23% | $1,321.1万 | 11.3万股 | $1,321.1万 | 11.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托 |
| 2.19% | 2.14% | $1,267.6万 | 54.1万股 | $1,267.6万 | 54.1万股 | 00.00% | 持仓不变 |
| S道富MDYV |
| 2.16% | 2.11% | $1,247.6万 | 15.7万股 | $1,247.6万 | 15.7万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.94% | 1.9% | $1,124.7万 | 2.6万股 | $1,124.7万 | 2.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 1.92% | 1.88% | $1,113.0万 | 3.5万股 | $1,113.0万 | 3.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBTH |
| 1.85% | 1.81% | $1,071.2万 | 47.3万股 | $1,071.2万 | 47.3万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 1.72% | 1.69% | $998.0万 | 17.4万股 | $998.0万 | 17.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 1.44% | 1.41% | $832.5万 | 16.2万股 | $832.5万 | 16.2万股 | 00.00% | 持仓不变 |
 AFLAC COMAFL |
| 1.19% | 1.16% | $687.8万 | 6.2万股 | $687.8万 | 6.2万股 | 00.00% | 持仓不变 |
| IISHARES TR IBONDS DEC24 ETFIBDP |
| 1.15% | 1.13% | $668.2万 | 26.5万股 | $668.2万 | 26.5万股 | 00.00% | 持仓不变 |
| IISHARES IBONDS DEC 2025 TERM CORPORATE ETFIBCA |
| 1.01% | 0.98% | $582.4万 | 23.2万股 | $582.4万 | 23.2万股 | 00.00% | 持仓不变 |
| AAMPLIFY ETF TRAIEQ |
| 1% | 0.98% | $579.4万 | 15.4万股 | $579.4万 | 15.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBDR |
| 0.99% | 0.97% | $573.1万 | 23.6万股 | $573.1万 | 23.6万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.97% | 1.04% | $563.0万 | 9,834股 | $615.1万 | 1.1万股 | -1,000股-9.23% | 减仓 |
 谷歌AGOOGL |
| 0.95% | 0.93% | $548.2万 | 3.3万股 | $548.2万 | 3.3万股 | 00.00% | 持仓不变 |
| GGlobal X基金EMBD |
| 0.92% | 0.9% | $535.0万 | 22.8万股 | $535.0万 | 22.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.89% | 0.87% | $515.0万 | 4.1万股 | $515.0万 | 4.1万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.86% | 0.97% | $499.6万 | 2.7万股 | $571.0万 | 3.1万股 | -4,000股-12.98% | 减仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.85% | 0.84% | $494.4万 | 5.6万股 | $494.4万 | 5.6万股 | 00.00% | 持仓不变 |
| IINVESCO S&P 500 PURE GROWTH ETFRPG |
| 0.82% | 0.8% | $475.3万 | 12.1万股 | $475.3万 | 12.1万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.76% | 0.75% | $441.0万 | 2.6万股 | $441.0万 | 2.6万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.67% | 0.72% | $387.1万 | 3.2万股 | $425.3万 | 3.5万股 | -3,200股-9.12% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.67% | 0.65% | $387.1万 | 7.6万股 | $387.1万 | 7.6万股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 0.67% | 0.65% | $386.5万 | 3.4万股 | $386.5万 | 3.4万股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.62% | 0.61% | $361.2万 | 1.8万股 | $361.2万 | 1.8万股 | 00.00% | 持仓不变 |
| GGLOBAL X RUSSELL 2000 COVERED CALL ETFRYLD |
| 0.62% | 0.61% | $358.0万 | 22.2万股 | $358.0万 | 22.2万股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.62% | 0.6% | $357.5万 | 2.1万股 | $357.5万 | 2.1万股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VNQ |
| 0.6% | 0.59% | $347.2万 | 3.9万股 | $347.2万 | 3.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.6% | 0.58% | $345.9万 | 4.2万股 | $345.9万 | 4.2万股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 0.59% | 0.58% | $343.2万 | 6.9万股 | $343.2万 | 6.9万股 | 00.00% | 持仓不变 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 0.55% | 0.54% | $317.4万 | 5.3万股 | $317.4万 | 5.3万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.52% | 0.51% | $301.0万 | 1.4万股 | $301.0万 | 1.4万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.5% | 0.49% | $287.4万 | 7,093股 | $287.4万 | 7,093股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.5% | 0.49% | $287.2万 | 3.6万股 | $287.2万 | 3.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托AOR |
| 0.46% | 0.45% | $268.3万 | 4.5万股 | $268.3万 | 4.5万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.45% | 0.48% | $261.8万 | 1.6万股 | $286.6万 | 1.7万股 | -1,500股-8.74% | 减仓 |
| WWisdomTree信托DGRW |
| 0.45% | 0.44% | $258.3万 | 3.1万股 | $258.3万 | 3.1万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.44% | 0.43% | $255.8万 | 2.2万股 | $255.8万 | 2.2万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.44% | 0.43% | $253.3万 | 1.5万股 | $253.3万 | 1.5万股 | 00.00% | 持仓不变 |
| F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI |
| 0.44% | 0.43% | $252.8万 | 8.1万股 | $252.8万 | 8.1万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.42% | 0.41% | $244.7万 | 1.2万股 | $244.7万 | 1.2万股 | 00.00% | 持仓不变 |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.42% | 0.41% | $244.4万 | 4.8万股 | $244.4万 | 4.8万股 | 00.00% | 持仓不变 |
 阿里巴巴BABA |
| 0.41% | 0.55% | $237.4万 | 2.2万股 | $322.8万 | 3.3万股 | -1.0万股-31.32% | 减仓 |
| I景顺·S&P 500 GARP ETFSPGP |
| 0.41% | 0.4% | $235.4万 | 2.2万股 | $235.4万 | 2.2万股 | 00.00% | 持仓不变 |
