| V先锋领航白厅基金VYMI |
| 8.42% | 8.52% | $6,582.5万 | 67.0万股 | $6,009.7万 | 63.8万股 | +3.3万股+5.11% | 加仓 |
| S嘉信策略信托SCHD |
| 7.81% | 8.36% | $6,104.4万 | 192.5万股 | $5,895.8万 | 192.2万股 | +3,339股+0.17% | 加仓 |
| V先锋领航指数基金VUG |
| 7.48% | 6.92% | $5,853.1万 | 67.9万股 | $4,883.1万 | 11.2万股 | +56.8万股+507.80% | 加仓 |
| SSTATE STREET SPDR PORTFOLIO CORPORATE BONDETFSPBO |
| 4.42% | 4.64% | $3,452.9万 | 118.9万股 | $3,271.1万 | 112.7万股 | +6.2万股+5.52% | 加仓 |
| PPIMCO太平洋投资管理ETFBILZ |
| 4.09% | 4.34% | $3,197.5万 | 31.7万股 | $3,058.0万 | 30.3万股 | +1.4万股+4.60% | 加仓 |
| PProShares信托NOBL |
| 3.6% | 3.84% | $2,815.6万 | 50.1万股 | $2,708.5万 | 25.5万股 | +24.6万股+96.23% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 3.01% | 2.81% | $2,350.5万 | 57.9万股 | $1,984.1万 | 55.2万股 | +2.7万股+4.98% | 加仓 |
| G通用动力VTI |
| 2.79% | 2.55% | $2,185.3万 | 5.9万股 | $1,800.3万 | 5.6万股 | +2,939股+5.24% | 加仓 |
| IiShares安硕·COREIJR |
| 2.62% | 2.42% | $2,050.7万 | 13.8万股 | $1,710.1万 | 13.8万股 | +708股+0.51% | 加仓 |
 康明斯CMI |
| 2.33% | 2.38% | $1,819.4万 | 2.6万股 | $1,681.4万 | 3.1万股 | -5,741股-18.37% | 减仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 2.23% | — | $1,740.8万 | 29.1万股 | $0 | 0股 | +29.1万股 | 新买入 |
 联合健康UNH |
| 2.21% | 1.15% | $1,732.0万 | 4.2万股 | $809.2万 | 3.0万股 | +1.2万股+39.34% | 加仓 |
 VALERO ENERGY COMVLO |
| 2.12% | 2.25% | $1,658.9万 | 6.4万股 | $1,590.0万 | 6.4万股 | -655股-1.02% | 减仓 |
 思科CSCO |
| 2.03% | 1.84% | $1,588.9万 | 13.5万股 | $1,299.2万 | 16.7万股 | -3.2万股-19.21% | 减仓 |
 3M COMMMM |
| 1.99% | 1.91% | $1,553.9万 | 9.6万股 | $1,348.0万 | 9.3万股 | +3,157股+3.40% | 加仓 |
 雷神技术RTX |
| 1.93% | 2.15% | $1,510.5万 | 8.0万股 | $1,517.4万 | 7.9万股 | +950股+1.21% | 加仓 |
 苹果AAPL |
| 1.71% | 1.58% | $1,339.2万 | 4.6万股 | $1,114.9万 | 4.4万股 | +2,355股+5.36% | 加仓 |
| AALPS ETF信托AMLP |
| 1.68% | 1.9% | $1,317.5万 | 25.4万股 | $1,338.7万 | 25.4万股 | -220股-0.09% | 减仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 1.64% | 1.85% | $1,282.9万 | 26.4万股 | $1,303.8万 | 25.7万股 | +7,000股+2.73% | 加仓 |
| FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI |
| 1.53% | 1.43% | $1,196.2万 | 40.7万股 | $1,011.4万 | 39.6万股 | +1.1万股+2.78% | 加仓 |
| GGARMIN SHSGRMN |
| 1.41% | 1.49% | $1,105.9万 | 4.7万股 | $1,050.7万 | 4.5万股 | +1,266股+2.80% | 加仓 |
 伊顿ETN |
| 1.36% | 1.2% | $1,067.2万 | 2.5万股 | $845.2万 | 2.4万股 | +1,413股+5.98% | 加仓 |
| AAT&TT |
| 1.32% | 1.98% | $1,033.7万 | 49.9万股 | $1,397.7万 | 48.2万股 | +1.7万股+3.58% | 加仓 |
| V先锋领航·MIDVO |
| 1.05% | 1.04% | $823.9万 | 10.2万股 | $733.4万 | 2.6万股 | +7.7万股+300.38% | 加仓 |
 洛克希德马丁LMT |
| 1% | 1.18% | $781.9万 | 1.5万股 | $830.1万 | 1.4万股 | +1,612股+11.74% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.93% | 1.02% | $729.1万 | 12.9万股 | $717.1万 | 12.7万股 | +2,568股+2.03% | 加仓 |
 埃克森美孚XOM |
| 0.87% | 1.18% | $683.6万 | 5.0万股 | $831.2万 | 4.9万股 | +1,014股+2.07% | 加仓 |
 HANCOCK WHITNEYHWC |
| 0.83% | 0.78% | $652.4万 | 8.7万股 | $552.2万 | 8.7万股 | +481股+0.55% | 加仓 |
| IIBMIBM |
| 0.82% | 0.7% | $644.7万 | 2.3万股 | $492.1万 | 2.0万股 | +2,625股+12.93% | 加仓 |
 美国合众银行USB |
| 0.8% | 0.76% | $625.4万 | 10.4万股 | $535.3万 | 10.3万股 | +619股+0.60% | 加仓 |
| F富达Covington信托FDVV |
| 0.75% | 0.66% | $589.4万 | 9.8万股 | $465.1万 | 8.4万股 | +1.4万股+16.12% | 加仓 |
 微软MSFT |
| 0.74% | 0.75% | $579.2万 | 1.6万股 | $529.5万 | 1.4万股 | +1,224股+8.56% | 加仓 |
 雪佛龙CVX |
| 0.68% | 0.98% | $533.2万 | 3.2万股 | $688.2万 | 3.3万股 | -1,101股-3.31% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.6% | 0.52% | $468.7万 | 1.3万股 | $364.6万 | 1.3万股 | +555股+4.37% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.57% | 0.54% | $445.1万 | 5,961股 | $383.1万 | 5,891股 | +70股+1.19% | 加仓 |
| IiShares安硕信托IVV |
| 0.56% | 0.52% | $436.5万 | 5,829股 | $364.3万 | 5,577股 | +252股+4.52% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.53% | 0.46% | $411.9万 | 12.2万股 | $321.8万 | 11.0万股 | +1.1万股+10.19% | 加仓 |
| V先锋领航指数基金VOO |
| 0.52% | 0.5% | $406.1万 | 5,913股 | $350.0万 | 5,857股 | +56股+0.96% | 加仓 |
 摩根大通JPM |
| 0.51% | 0.48% | $396.8万 | 1.2万股 | $342.0万 | 1.2万股 | +495股+4.26% | 加仓 |
| AALPS·EQUAL SECTOR WEIGHT ETFEQL |
| 0.48% | 0.48% | $374.1万 | 7.4万股 | $336.8万 | 7.1万股 | +3,324股+4.69% | 加仓 |
 英伟达NVDA |
| 0.47% | 0.36% | $368.0万 | 1.8万股 | $250.9万 | 1.4万股 | +4,007股+27.86% | 加仓 |
 博通AVGO |
| 0.45% | 0.36% | $353.6万 | 9,362股 | $254.6万 | 8,227股 | +1,135股+13.80% | 加仓 |
 亚马逊AMZN |
| 0.4% | 0.34% | $316.5万 | 1.3万股 | $240.2万 | 1.2万股 | +1,745股+15.13% | 加仓 |
| S道富SPYM |
| 0.4% | 0.36% | $313.8万 | 3.6万股 | $252.4万 | 3.3万股 | +2,722股+8.25% | 加仓 |
 沃尔玛WMT |
| 0.37% | 0.47% | $292.5万 | 2.6万股 | $334.6万 | 2.7万股 | -1,092股-4.06% | 减仓 |
 波音BA |
| 0.36% | 0.29% | $281.5万 | 1.3万股 | $201.9万 | 1.0万股 | +2,860股+28.19% | 加仓 |
| HHOME BANCORPHBCP |
| 0.35% | 0.31% | $272.2万 | 4.0万股 | $218.2万 | 3.6万股 | +3,708股+10.30% | 加仓 |
| AALPS O SHRS U S SML CP QLTY DIV ETFOUSM |
| 0.33% | 0.32% | $256.9万 | 5.4万股 | $222.6万 | 5.1万股 | +3,167股+6.22% | 加仓 |
| S嘉信·USSCHA |
| 0.32% | 0.28% | $247.2万 | 6.8万股 | $197.5万 | 6.8万股 | +479股+0.71% | 加仓 |
 特斯拉TSLA |
| 0.31% | 0.28% | $242.4万 | 5,764股 | $195.7万 | 5,265股 | +499股+9.48% | 加仓 |
