| J摩根大通交易所交易基金JEPI |
| 9.74% | 10.9% | $1.17亿 | 207.9万股 | $1.15亿 | 203.1万股 | +4.9万股+2.40% | 加仓 |
| G高盛ETF信托GINC |
| 7.91% | 7.58% | $9,532.2万 | 171.5万股 | $8,003.0万 | 159.9万股 | +11.6万股+7.26% | 加仓 |
| V先锋领航白厅基金VYM |
| 5% | 4.96% | $6,027.6万 | 38.1万股 | $5,238.6万 | 35.4万股 | +2.8万股+7.83% | 加仓 |
| IiShares安硕信托IVV |
| 4.57% | 4.45% | $5,505.2万 | 7.4万股 | $4,698.7万 | 7.2万股 | +1,580股+2.20% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 3.17% | 3% | $3,820.0万 | 83.0万股 | $3,172.3万 | 68.9万股 | +14.1万股+20.47% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.04% | 3.15% | $3,661.4万 | 15.5万股 | $3,325.9万 | 15.5万股 | +85股+0.05% | 加仓 |
 苹果AAPL |
| 2.75% | 2.74% | $3,311.5万 | 11.4万股 | $2,898.7万 | 11.4万股 | +226股+0.20% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 2.51% | 2.55% | $3,025.3万 | 21.3万股 | $2,689.7万 | 21.5万股 | -1,734股-0.81% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 2.46% | 2.32% | $2,960.0万 | 35.8万股 | $2,455.6万 | 6.0万股 | +29.8万股+494.82% | 加仓 |
| V先锋领航·MIDVO |
| 2.42% | 2.4% | $2,916.4万 | 36.2万股 | $2,532.7万 | 8.8万股 | +27.4万股+310.43% | 加仓 |
| V先锋领航全球基金VGT |
| 2.36% | 1.93% | $2,840.5万 | 23.8万股 | $2,037.0万 | 2.9万股 | +20.8万股+714.02% | 加仓 |
| IiShares安硕·COREIJR |
| 2.31% | 2.16% | $2,784.9万 | 18.8万股 | $2,276.3万 | 18.3万股 | +4,658股+2.54% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.14% | 2.46% | $2,578.2万 | 5.2万股 | $2,597.4万 | 5.4万股 | -2,679股-4.94% | 减仓 |
 谷歌AGOOGL |
| 2.12% | 1.91% | $2,556.7万 | 7.2万股 | $2,014.3万 | 7.0万股 | +1,496股+2.14% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 2.01% | 2.04% | $2,422.6万 | 39.4万股 | $2,152.1万 | 38.8万股 | +6,561股+1.69% | 加仓 |
| J骏利亨德森JAAA |
| 1.99% | 1.97% | $2,398.4万 | 47.5万股 | $2,083.2万 | 41.4万股 | +6.1万股+14.86% | 加仓 |
| V先锋领航指数基金VUG |
| 1.9% | 1.78% | $2,295.3万 | 26.6万股 | $1,879.5万 | 4.3万股 | +22.3万股+519.25% | 加仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 1.59% | 1.64% | $1,922.1万 | 46.8万股 | $1,731.3万 | 48.6万股 | -1.9万股-3.86% | 减仓 |
 亚马逊AMZN |
| 1.47% | 1.45% | $1,773.2万 | 7.4万股 | $1,531.8万 | 7.4万股 | +849股+1.15% | 加仓 |
 英伟达NVDA |
| 1.26% | 1.24% | $1,522.3万 | 7.6万股 | $1,306.2万 | 7.5万股 | +1,180股+1.58% | 加仓 |
| IiShares安硕信托IEFA |
| 1.04% | 1.1% | $1,252.3万 | 13.0万股 | $1,160.3万 | 12.8万股 | +1,501股+1.17% | 加仓 |
 微软MSFT |
| 1.03% | 1.19% | $1,237.6万 | 3.3万股 | $1,255.7万 | 3.4万股 | -743股-2.19% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.84% | 0.79% | $1,016.2万 | 2.9万股 | $834.5万 | 2.9万股 | -330股-1.13% | 减仓 |
 NUVEEN QUALITY MUNCP INCOME FDNAD |
| 0.82% | 0.92% | $986.4万 | 81.4万股 | $974.5万 | 84.7万股 | -3.4万股-3.96% | 减仓 |
 贝莱德·MUNIYILD QULT FD IMQY |
| 0.81% | 0.98% | $972.7万 | 83.9万股 | $1,035.4万 | 94.3万股 | -10.4万股-11.07% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.79% | 0.96% | $950.6万 | 18.8万股 | $1,019.0万 | 20.1万股 | -1.3万股-6.64% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.76% | 0.71% | $910.5万 | 3.0万股 | $750.4万 | 3.0万股 | +47股+0.16% | 加仓 |
| C资本集团股息价值CCBG |
| 0.75% | 0.51% | $901.4万 | 18.3万股 | $539.7万 | 12.7万股 | +5.6万股+44.17% | 加仓 |
 PRICE T ROWE COMTROW |
| 0.74% | 0.68% | $894.9万 | 7.9万股 | $721.4万 | 8.0万股 | -1,323股-1.65% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.72% | 0.7% | $866.3万 | 7.0万股 | $744.5万 | 1.7万股 | +5.2万股+299.62% | 加仓 |
 PIMCO·DYNAMIC INCOMEPDI |
| 0.69% | 0.92% | $837.1万 | 50.1万股 | $973.0万 | 56.9万股 | -6.7万股-11.85% | 减仓 |
| I景顺QQQ信托VOO |
| 0.68% | 0.55% | $821.4万 | 1.1万股 | $584.1万 | 1.0万股 | +1,033股+10.21% | 加仓 |
 NUVEEN AMT FREE MUN CR FNVG |
| 0.66% | 0.74% | $793.3万 | 62.0万股 | $784.8万 | 63.6万股 | -1.7万股-2.62% | 减仓 |
| V先锋领航白厅基金VYMI |
| 0.66% | 0.52% | $792.9万 | 8.1万股 | $545.6万 | 5.8万股 | +2.3万股+39.46% | 加仓 |
| FFIRST EAGLE GLOBAL EQUITY ETFFEGE |
| 0.65% | 0.67% | $778.0万 | 15.9万股 | $706.9万 | 15.0万股 | +8,628股+5.74% | 加仓 |
 Meta平台META |
| 0.64% | 0.71% | $769.8万 | 1.4万股 | $752.6万 | 1.3万股 | +511股+3.88% | 加仓 |
 VisaV |
| 0.59% | 0.58% | $711.3万 | 2.1万股 | $615.1万 | 2.0万股 | +382股+1.88% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.58% | 0.63% | $699.5万 | 4.6万股 | $667.6万 | 4.6万股 | +220股+0.48% | 加仓 |
| V先锋领航指数基金VTV |
| 0.58% | 0.59% | $696.7万 | 3.2万股 | $626.2万 | 3.2万股 | +55股+0.17% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.57% | 0.53% | $682.2万 | 3.6万股 | $564.5万 | 3.6万股 | -124股-0.34% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.55% | 0.57% | $663.5万 | 12.3万股 | $601.5万 | 12.7万股 | -3,751股-2.96% | 减仓 |
| V先锋领航·HEALTHVHT |
| 0.52% | 0.54% | $626.3万 | 2.1万股 | $572.6万 | 2.1万股 | -78股-0.37% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.51% | 0.53% | $610.4万 | 2.5万股 | $565.0万 | 2.6万股 | -884股-3.40% | 减仓 |
 黑石集团BX |
| 0.49% | 0.34% | $595.8万 | 5.1万股 | $359.3万 | 3.1万股 | +1.9万股+62.06% | 加仓 |
| IiShares安硕信托IWD |
| 0.47% | 0.47% | $567.5万 | 2.3万股 | $499.7万 | 2.3万股 | +22股+0.09% | 加仓 |
| VVanEck Russia ETFBBH |
| 0.47% | 0.53% | $566.4万 | 5.4万股 | $565.0万 | 5.8万股 | -3,946股-6.75% | 减仓 |
| TTRI CONTLTY |
| 0.44% | 0.45% | $534.2万 | 15.5万股 | $478.8万 | 15.2万股 | +3,640股+2.40% | 加仓 |
 万事达MA |
| 0.44% | 0.46% | $527.6万 | 1.0万股 | $486.9万 | 9,745股 | +527股+5.41% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.4% | 0.38% | $484.5万 | 6,488股 | $398.4万 | 6,126股 | +362股+5.91% | 加仓 |
 摩根大通JPM |
| 0.39% | 0.39% | $465.6万 | 1.4万股 | $406.7万 | 1.4万股 | +398股+2.88% | 加仓 |
