| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 6.57% | 6.58% | $7,924.4万 | 227.6万股 | $6,514.7万 | 213.6万股 | +14.1万股+6.58% | 加仓 |
| I景顺QQQ信托VOO |
| 4.84% | 4.37% | $5,841.3万 | 7.9万股 | $4,327.0万 | 7.5万股 | +4,354股+5.81% | 加仓 |
 英伟达NVDA |
| 3.95% | 4.19% | $4,766.9万 | 23.8万股 | $4,147.9万 | 23.8万股 | +396股+0.17% | 加仓 |
 苹果AAPL |
| 3.9% | 4.09% | $4,709.5万 | 16.3万股 | $4,043.1万 | 15.9万股 | +3,445股+2.16% | 加仓 |
| PPimco Active Bond ETFBOND |
| 3.31% | 3.7% | $3,993.6万 | 43.3万股 | $3,657.9万 | 39.6万股 | +3.7万股+9.26% | 加仓 |
| GGlobal X基金PAVE |
| 2.82% | 2.83% | $3,396.1万 | 57.6万股 | $2,801.7万 | 55.1万股 | +2.5万股+4.53% | 加仓 |
| HHORIZON FDSSTOX |
| 2.26% | 2.38% | $2,726.3万 | 87.9万股 | $2,352.9万 | 87.0万股 | +8,982股+1.03% | 加仓 |
 亚马逊AMZN |
| 2.25% | 2.4% | $2,717.2万 | 11.4万股 | $2,376.3万 | 11.4万股 | -94股-0.08% | 减仓 |
 博通AVGO |
| 2% | 2.02% | $2,416.3万 | 6.4万股 | $1,999.2万 | 6.5万股 | -628股-0.97% | 减仓 |
| JJPMORGAN INTERNATIONAL VALUE ETFJIVE |
| 1.93% | — | $2,327.2万 | 25.3万股 | $0 | 0股 | +25.3万股 | 新买入 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 1.91% | — | $2,300.2万 | 66.4万股 | $0 | 0股 | +66.4万股 | 新买入 |
 谷歌AGOOGL |
| 1.89% | 1.86% | $2,276.6万 | 6.4万股 | $1,837.0万 | 6.4万股 | -180股-0.28% | 减仓 |
| GGlobal X基金AIQ |
| 1.88% | 1.55% | $2,268.7万 | 34.6万股 | $1,532.4万 | 32.8万股 | +1.7万股+5.31% | 加仓 |
 微软MSFT |
| 1.83% | 2.26% | $2,213.6万 | 5.9万股 | $2,237.0万 | 6.0万股 | -1,088股-1.80% | 减仓 |
| A美国世纪ETF信托AVEM |
| 1.82% | 0.85% | $2,199.7万 | 22.8万股 | $840.9万 | 10.4万股 | +12.4万股+118.47% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.7% | 1.96% | $2,045.2万 | 36.2万股 | $1,935.2万 | 34.1万股 | +2.1万股+6.06% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 1.58% | 1.74% | $1,907.7万 | 52.2万股 | $1,718.5万 | 50.9万股 | +1.3万股+2.62% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.49% | 1.88% | $1,796.7万 | 35.5万股 | $1,861.7万 | 36.8万股 | -1.3万股-3.41% | 减仓 |
| PPUTNAM ETF TRUSTPVAL |
| 1.4% | 1.57% | $1,683.4万 | 33.0万股 | $1,556.8万 | 33.6万股 | -5,130股-1.53% | 减仓 |
 特斯拉TSLA |
| 1.31% | 1.38% | $1,578.6万 | 3.8万股 | $1,366.6万 | 3.7万股 | +769股+2.09% | 加仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHML |
| 1.04% | 1.12% | $1,253.3万 | 14.1万股 | $1,107.1万 | 14.1万股 | -907股-0.64% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.92% | 1.01% | $1,107.2万 | 2.2万股 | $997.6万 | 2.1万股 | +1,308股+6.28% | 加仓 |
| F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC |
| 0.87% | — | $1,045.4万 | 38.6万股 | $0 | 0股 | +38.6万股 | 新买入 |
| F富达Covington信托FENI |
| 0.85% | 0.46% | $1,026.6万 | 25.6万股 | $451.9万 | 12.1万股 | +13.4万股+110.57% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.81% | 0.81% | $980.3万 | 11.9万股 | $806.1万 | 2.0万股 | +9.9万股+500.13% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.79% | 0.86% | $949.9万 | 2.7万股 | $848.0万 | 3.0万股 | -2,676股-9.05% | 减仓 |
| I景顺·TOTAL RETURN BOND ETFGTO |
| 0.78% | 0.93% | $936.7万 | 20.0万股 | $918.3万 | 19.6万股 | +3,756股+1.92% | 加仓 |
 美光科技MU |
| 0.76% | 0.22% | $914.1万 | 7,919股 | $221.4万 | 6,553股 | +1,366股+20.85% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.7% | 0.04% | $839.1万 | 2.8万股 | $43.4万 | 1,825股 | +2.6万股+1,417.53% | 加仓 |
 Meta平台META |
| 0.68% | 0.91% | $816.7万 | 1.4万股 | $904.5万 | 1.6万股 | -1,310股-8.29% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.63% | 0.86% | $757.8万 | 16.7万股 | $849.0万 | 18.6万股 | -2.0万股-10.48% | 减仓 |
| DDBX ETF信托DBEF |
| 0.62% | 0.69% | $744.1万 | 13.6万股 | $679.1万 | 13.7万股 | -1,260股-0.92% | 减仓 |
| J摩根大通交易所交易基金JBND |
| 0.61% | 0.72% | $736.5万 | 13.8万股 | $714.9万 | 13.3万股 | +4,690股+3.53% | 加仓 |
| I景顺交易所交易基金信托XSMO |
| 0.61% | 0.76% | $732.2万 | 7.8万股 | $755.9万 | 9.9万股 | -2.1万股-21.35% | 减仓 |
 DOUGLAS EMMETTDEI |
| 0.6% | 0.59% | $725.8万 | 61.5万股 | $579.3万 | 61.5万股 | +113股+0.02% | 加仓 |
| HHarbor Etf Trust Commodity All-Weather StrategyHGER |
| 0.6% | — | $718.3万 | 24.5万股 | $0 | 0股 | +24.5万股 | 新买入 |
| AAvantis·U SAVUV |
| 0.59% | 0.89% | $706.9万 | 5.7万股 | $880.9万 | 8.0万股 | -2.3万股-28.94% | 减仓 |
| IiShares安硕信托IVV |
| 0.54% | 0.59% | $654.4万 | 8,739股 | $581.1万 | 8,896股 | -157股-1.76% | 减仓 |
 礼来LLY |
| 0.52% | 0.44% | $632.5万 | 5,274股 | $433.2万 | 4,710股 | +564股+11.97% | 加仓 |
 AMD超威AMD |
| 0.52% | 0.16% | $629.1万 | 1.1万股 | $155.2万 | 7,629股 | +3,200股+41.95% | 加仓 |
| F第一信托交易所交易基金FTHI |
| 0.51% | 0.69% | $616.2万 | 25.8万股 | $683.8万 | 29.8万股 | -4.0万股-13.29% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 0.49% | 0.29% | $592.8万 | 7.2万股 | $282.3万 | 3.7万股 | +3.5万股+92.82% | 加仓 |
| IISHARES EMERGING MARKETS DIVIDEND ETFDVYE |
| 0.48% | 0.61% | $580.0万 | 18.0万股 | $600.3万 | 17.5万股 | +5,352股+3.07% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.48% | 0.49% | $579.2万 | 12.3万股 | $483.6万 | 12.0万股 | +2,382股+1.98% | 加仓 |
| S嘉信策略信托SCHF |
| 0.46% | 0.49% | $548.9万 | 19.8万股 | $481.1万 | 19.4万股 | +3,790股+1.95% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.45% | 0.46% | $542.2万 | 16.0万股 | $457.4万 | 15.7万股 | +3,194股+2.03% | 加仓 |
| I景顺交易所交易基金信托XSVM |
| 0.42% | 0.44% | $501.8万 | 7.2万股 | $432.0万 | 7.2万股 | +426股+0.59% | 加仓 |
 卡特彼勒CAT |
| 0.41% | 0.31% | $499.9万 | 4,694股 | $308.0万 | 4,348股 | +346股+7.96% | 加仓 |
 联合包裹UPSUPS |
| 0.4% | 0.45% | $484.4万 | 4.5万股 | $440.9万 | 4.5万股 | +241股+0.54% | 加仓 |
 埃克森美孚XOM |
| 0.4% | 0.64% | $477.1万 | 3.5万股 | $634.5万 | 3.7万股 | -2,504股-6.70% | 减仓 |
