| IiShares安硕信托IVV |
| 9.12% | 8.73% | $6,305.6万 | 8.4万股 | $5,512.1万 | 8.4万股 | -185股-0.22% | 减仓 |
| F富达Covington信托FENI |
| 7.98% | 7.79% | $5,516.8万 | 137.5万股 | $4,917.7万 | 132.2万股 | +5.3万股+3.99% | 加仓 |
| V先锋领航指数基金VTV |
| 6.23% | 6.13% | $4,310.0万 | 19.8万股 | $3,868.5万 | 19.7万股 | +598股+0.30% | 加仓 |
| V先锋领航指数基金VUG |
| 5.34% | 4.93% | $3,694.1万 | 42.9万股 | $3,116.1万 | 7.1万股 | +35.8万股+501.12% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 5.11% | 5.45% | $3,530.6万 | 133.1万股 | $3,442.2万 | 131.4万股 | +1.7万股+1.33% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 4.44% | 4.96% | $3,066.7万 | 67.4万股 | $3,134.2万 | 68.7万股 | -1.3万股-1.88% | 减仓 |
| DDBX ETF信托TRSY |
| 2.69% | 2.18% | $1,862.4万 | 61.7万股 | $1,378.2万 | 45.7万股 | +16.0万股+35.01% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 2.37% | 2.51% | $1,640.8万 | 32.4万股 | $1,584.2万 | 31.7万股 | +6,999股+2.21% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 2.35% | 2.48% | $1,625.7万 | 30.9万股 | $1,568.1万 | 30.0万股 | +8,607股+2.86% | 加仓 |
| G通用动力VTI |
| 2.23% | 2.08% | $1,543.8万 | 4.2万股 | $1,312.0万 | 4.1万股 | +826股+2.02% | 加仓 |
| J摩根大通交易所交易基金BBAG |
| 2.17% | 2.36% | $1,498.4万 | 32.6万股 | $1,487.7万 | 32.2万股 | +3,786股+1.17% | 加仓 |
| F富达·MERRIMACK STR TRFMUB |
| 2.13% | 2.28% | $1,469.3万 | 28.6万股 | $1,439.1万 | 28.4万股 | +1,435股+0.50% | 加仓 |
 苹果AAPL |
| 1.97% | 1.87% | $1,359.8万 | 4.7万股 | $1,182.3万 | 4.7万股 | +406股+0.87% | 加仓 |
| DDBX ETF信托DEUS |
| 1.92% | 1.75% | $1,328.5万 | 20.3万股 | $1,107.2万 | 18.5万股 | +1.9万股+10.04% | 加仓 |
 英伟达NVDA |
| 1.77% | 1.67% | $1,224.4万 | 6.1万股 | $1,054.8万 | 6.0万股 | +706股+1.17% | 加仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 1.33% | 1.2% | $922.0万 | 22.3万股 | $756.6万 | 18.2万股 | +4.0万股+22.23% | 加仓 |
| PPimco Active Bond ETFBOND |
| 1.33% | 1.2% | $920.2万 | 10.0万股 | $755.9万 | 8.2万股 | +1.8万股+21.82% | 加仓 |
 微软MSFT |
| 1.26% | 1.26% | $873.7万 | 2.3万股 | $793.3万 | 2.1万股 | +1,991股+9.29% | 加仓 |
| F第一信托·EXCHANGE-TRADED ALPFYX |
| 1.24% | 1.13% | $855.8万 | 5.9万股 | $711.9万 | 6.0万股 | -336股-0.56% | 减仓 |
| SSPDR道富系列信托SPTM |
| 1.1% | 1.07% | $757.6万 | 8.3万股 | $672.9万 | 8.5万股 | -1,672股-1.96% | 减仓 |
 礼来LLY |
| 1.09% | 0.87% | $753.8万 | 6,285股 | $546.6万 | 5,943股 | +342股+5.75% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.09% | 1.07% | $751.1万 | 14.5万股 | $678.3万 | 14.5万股 | +451股+0.31% | 加仓 |
 亚马逊AMZN |
| 1.05% | 0.97% | $723.6万 | 3.0万股 | $613.5万 | 2.9万股 | +904股+3.07% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1% | 0.87% | $693.8万 | 2.0万股 | $549.6万 | 1.9万股 | +476股+2.48% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.98% | 0.89% | $680.8万 | 1.4万股 | $563.3万 | 1.2万股 | +1,851股+15.75% | 加仓 |
 埃克森美孚XOM |
| 0.94% | 1.35% | $653.2万 | 4.8万股 | $855.1万 | 5.0万股 | -2,627股-5.21% | 减仓 |
 博通AVGO |
| 0.89% | 0.8% | $617.8万 | 1.6万股 | $505.8万 | 1.6万股 | +14股+0.09% | 加仓 |
 摩根大通JPM |
| 0.86% | 0.68% | $593.9万 | 1.8万股 | $428.6万 | 1.5万股 | +3,573股+24.52% | 加仓 |
 沃尔玛WMT |
| 0.84% | 1.04% | $582.7万 | 5.1万股 | $657.0万 | 5.3万股 | -1,412股-2.67% | 减仓 |
 美光科技MU |
| 0.83% | 0.23% | $576.7万 | 4,996股 | $142.6万 | 4,220股 | +776股+18.39% | 加仓 |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 0.78% | 0.82% | $541.7万 | 21.5万股 | $517.3万 | 20.9万股 | +6,528股+3.13% | 加仓 |
 威廉姆斯WMB |
| 0.76% | 0.81% | $524.3万 | 7.1万股 | $513.1万 | 7.1万股 | +27股+0.04% | 加仓 |
 雷神技术RTX |
| 0.72% | 0.67% | $494.4万 | 2.6万股 | $424.0万 | 2.2万股 | +4,075股+18.54% | 加仓 |
 AMD超威AMD |
| 0.7% | 0.39% | $483.1万 | 8,317股 | $247.7万 | 1.2万股 | -3,857股-31.68% | 减仓 |
 卡特彼勒CAT |
| 0.69% | 0.43% | $478.1万 | 4,490股 | $270.5万 | 3,819股 | +671股+17.57% | 加仓 |
 思科CSCO |
| 0.66% | 0.49% | $454.6万 | 3.9万股 | $311.2万 | 4.0万股 | -1,408股-3.51% | 减仓 |
 Meta平台META |
| 0.66% | 0.66% | $454.0万 | 8,059股 | $419.0万 | 7,323股 | +736股+10.05% | 加仓 |
 GE航空GE |
| 0.58% | 0.45% | $403.5万 | 1.1万股 | $282.0万 | 9,938股 | +859股+8.64% | 加仓 |
 泛林集团LRCX |
| 0.57% | 0.09% | $395.2万 | 9,120股 | $54.6万 | 2,556股 | +6,564股+256.81% | 加仓 |
| BBANK OF AMERBAC |
| 0.56% | 0.74% | $388.2万 | 6.8万股 | $467.5万 | 9.6万股 | -2.8万股-28.95% | 减仓 |
| AAMERICAN RLTY INVS INC COMARL |
| 0.56% | 0.43% | $388.1万 | 17.4万股 | $269.2万 | 17.4万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.55% | 0.62% | $379.4万 | 1.5万股 | $393.4万 | 1.6万股 | -1,156股-7.18% | 减仓 |
 应用材料AMAT |
| 0.53% | 0.05% | $366.1万 | 5,063股 | $31.0万 | 906股 | +4,157股+458.83% | 加仓 |
 雪佛龙CVX |
| 0.51% | 0.58% | $354.0万 | 2.1万股 | $369.1万 | 1.8万股 | +3,519股+19.73% | 加仓 |
| SSEI INVTSSEIC |
| 0.48% | 0.47% | $328.9万 | 3.8万股 | $294.3万 | 3.8万股 | 00.00% | 持仓不变 |
 瑞银UBS |
| 0.44% | 0.38% | $302.1万 | 6.1万股 | $238.2万 | 6.1万股 | -1股-0.00% | 减仓 |
 艾伯维ABBV |
| 0.42% | 0.5% | $288.9万 | 1.1万股 | $318.3万 | 1.5万股 | -3,156股-21.56% | 减仓 |
 家得宝HD |
| 0.42% | 0.5% | $288.6万 | 8,182股 | $315.9万 | 9,604股 | -1,422股-14.81% | 减仓 |
 特斯拉TSLA |
| 0.39% | 0.31% | $272.5万 | 6,480股 | $198.9万 | 5,352股 | +1,128股+21.08% | 加仓 |
 康菲石油COP |
| 0.36% | 0.49% | $248.1万 | 2.4万股 | $311.1万 | 2.4万股 | +304股+1.29% | 加仓 |
