| IiShares安硕信托IVV |
| 17.01% | 16.39% | $5,303.4万 | 7.1万股 | $4,547.3万 | 7.0万股 | +1,201股+1.73% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 8.71% | 9.02% | $2,716.2万 | 59.0万股 | $2,502.1万 | 54.3万股 | +4.7万股+8.60% | 加仓 |
| F富达Covington信托FENI |
| 5.79% | 5.85% | $1,803.8万 | 44.9万股 | $1,622.1万 | 43.6万股 | +1.3万股+3.08% | 加仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 5.14% | 4.28% | $1,601.1万 | 5.6万股 | $1,187.2万 | 5.7万股 | -999股-1.75% | 减仓 |
| C资本集团成长ETFCGGR |
| 4.27% | 4.05% | $1,330.6万 | 28.2万股 | $1,123.6万 | 28.0万股 | +2,332股+0.83% | 加仓 |
| IiShares安硕信托IUSB |
| 3.79% | 4.27% | $1,182.4万 | 25.6万股 | $1,184.5万 | 25.6万股 | -224股-0.09% | 减仓 |
| C资本集团股息价值CCBG |
| 3.76% | 3.3% | $1,171.3万 | 23.8万股 | $916.1万 | 21.5万股 | +2.2万股+10.37% | 加仓 |
| V先锋领航·TOTALBND |
| 3.54% | 4.05% | $1,103.6万 | 15.0万股 | $1,124.4万 | 15.3万股 | -2,364股-1.55% | 减仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 3.14% | 3.53% | $978.2万 | 24.1万股 | $979.9万 | 27.2万股 | -3.1万股-11.53% | 减仓 |
| CCAPITAL NEW GEOGRAPHYCGNG |
| 2.7% | 2.48% | $842.0万 | 22.5万股 | $688.4万 | 21.8万股 | +6,714股+3.08% | 加仓 |
| S嘉信策略信托SCHF |
| 2.01% | 2.04% | $625.3万 | 22.6万股 | $565.0万 | 22.8万股 | -2,525股-1.11% | 减仓 |
| F富达Covington信托FESM |
| 1.93% | 1.52% | $601.9万 | 12.5万股 | $422.2万 | 11.1万股 | +1.4万股+12.20% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.9% | 1.37% | $592.1万 | 13.0万股 | $380.7万 | 8.3万股 | +4.7万股+55.98% | 加仓 |
| B贝莱德ETF信托DYNF |
| 1.78% | 1.43% | $553.5万 | 8.1万股 | $395.8万 | 6.8万股 | +1.3万股+19.64% | 加仓 |
| IiShares安硕信托GVI |
| 1.76% | 1.9% | $550.1万 | 5.1万股 | $526.8万 | 5.0万股 | +1,489股+3.00% | 加仓 |
| IiShares安硕·COREIJH |
| 1.74% | 1.87% | $543.1万 | 7.0万股 | $518.9万 | 7.7万股 | -6,410股-8.34% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 1.62% | 0.96% | $506.0万 | 7,897股 | $266.0万 | 8,094股 | -197股-2.43% | 减仓 |
| AADVISORS INNER CIRCLE FD III STRATEGAS MACROSAMT |
| 1.61% | 1.5% | $501.7万 | 10.5万股 | $415.3万 | 10.6万股 | -637股-0.60% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.27% | 1.27% | $396.0万 | 4.8万股 | $353.5万 | 5.0万股 | -1,610股-3.24% | 减仓 |
 Meta平台META |
| 1.23% | 1.41% | $384.1万 | 6,819股 | $390.0万 | 6,816股 | +3股+0.04% | 加仓 |
 谷歌AGOOGL |
| 0.92% | 0.86% | $288.0万 | 8,060股 | $238.9万 | 8,307股 | -247股-2.97% | 减仓 |
| IiShares安硕IEMG |
| 0.9% | 0.74% | $281.3万 | 3.4万股 | $204.7万 | 2.9万股 | +4,603股+15.68% | 加仓 |
 微软MSFT |
| 0.86% | 0.93% | $267.2万 | 7,164股 | $258.7万 | 6,988股 | +176股+2.52% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.8% | 0.48% | $249.6万 | 4.7万股 | $133.6万 | 4.1万股 | +6,809股+16.80% | 加仓 |
 VisaV |
| 0.78% | 0.78% | $242.8万 | 7,076股 | $216.6万 | 7,168股 | -92股-1.28% | 减仓 |
| FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC |
| 0.76% | 0.79% | $236.3万 | 3.1万股 | $220.5万 | 3.1万股 | -752股-2.40% | 减仓 |
 摩根大通JPM |
| 0.75% | 0.78% | $233.1万 | 7,122股 | $216.6万 | 7,364股 | -242股-3.29% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.73% | 0.57% | $228.3万 | 1.2万股 | $159.3万 | 1.2万股 | -6股-0.05% | 减仓 |
 DIGITAL RLTY TR COMDLR |
| 0.63% | 0.76% | $197.2万 | 1.1万股 | $210.6万 | 1.2万股 | -707股-6.05% | 减仓 |
| S嘉信策略信托SCHD |
| 0.62% | 0.74% | $193.3万 | 6.1万股 | $206.0万 | 6.7万股 | -6,184股-9.21% | 减仓 |
 礼来LLY |
| 0.6% | 0.52% | $186.8万 | 1,557股 | $143.2万 | 1,557股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.59% | 0.65% | $184.6万 | 1.2万股 | $179.5万 | 1.2万股 | -437股-3.61% | 减仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTBUX |
| 0.59% | 0.68% | $184.4万 | 3.7万股 | $188.6万 | 3.8万股 | -868股-2.29% | 减仓 |
 LOWES COS COMLOW |
| 0.59% | 0.72% | $183.5万 | 8,320股 | $201.1万 | 8,511股 | -191股-2.24% | 减仓 |
 英伟达NVDA |
| 0.58% | 0.58% | $181.7万 | 9,082股 | $160.0万 | 9,177股 | -95股-1.04% | 减仓 |
 沃尔玛WMT |
| 0.56% | 0.7% | $175.4万 | 1.5万股 | $193.3万 | 1.6万股 | -68股-0.44% | 减仓 |
 南方电力SO |
| 0.53% | 0.7% | $166.0万 | 1.7万股 | $194.3万 | 2.0万股 | -2,786股-13.84% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.53% | 0.52% | $164.6万 | 2,204股 | $143.3万 | 2,204股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 0.53% | 0.64% | $164.3万 | 1.3万股 | $178.5万 | 1.4万股 | -652股-4.78% | 减仓 |
 迪尔DE |
| 0.52% | 0.54% | $163.2万 | 2,573股 | $150.4万 | 2,669股 | -96股-3.60% | 减仓 |
 阿斯麦ASML |
| 0.52% | 0.39% | $161.9万 | 814股 | $107.5万 | 814股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHE |
| 0.49% | 0.51% | $153.1万 | 4.2万股 | $140.8万 | 4.3万股 | -490股-1.15% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.45% | 0.42% | $141.3万 | 1.7万股 | $116.2万 | 2,850股 | +1.4万股+500.00% | 加仓 |
| PPGIM TOTAL RETURN BOND ETFPTRB |
| 0.44% | 0.51% | $136.4万 | 3.3万股 | $142.8万 | 3.4万股 | -1,513股-4.40% | 减仓 |
| IiShares安硕信托ICVT |
| 0.42% | 0.4% | $130.8万 | 1.1万股 | $112.0万 | 1.1万股 | -260股-2.36% | 减仓 |
| S嘉信·USSCHA |
| 0.39% | 0.36% | $122.1万 | 3.4万股 | $99.6万 | 3.4万股 | -443股-1.29% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.39% | 0.55% | $121.5万 | 2.2万股 | $153.8万 | 2.7万股 | -5,627股-20.74% | 减仓 |
 PROGRESSIVEPGR |
| 0.38% | 0.39% | $118.9万 | 5,441股 | $107.9万 | 5,442股 | -1股-0.02% | 减仓 |
| G通用动力VTI |
| 0.37% | 0.35% | $114.2万 | 3,086股 | $97.2万 | 3,030股 | +56股+1.85% | 加仓 |
| S嘉信策略信托SCHM |
| 0.31% | 0.31% | $96.6万 | 2.6万股 | $84.8万 | 2.7万股 | -1,182股-4.32% | 减仓 |
