| S嘉信策略信托SCHD |
| 24.5% | 24.27% | $1,361.2万 | 17.9万股 | $1,361.2万 | 17.9万股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JEPQ |
| 21.39% | 21.19% | $1,188.5万 | 21.6万股 | $1,188.5万 | 21.6万股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 11.72% | 11.61% | $651.2万 | 8.9万股 | $651.2万 | 8.9万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 8.58% | 8.5% | $476.7万 | 5.7万股 | $476.7万 | 5.7万股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JEPI |
| 7.73% | 7.66% | $429.5万 | 8.6万股 | $429.5万 | 8.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托PFF |
| 3.98% | 3.94% | $221.1万 | 7.1万股 | $221.1万 | 7.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托TLT |
| 3.68% | 3.65% | $204.7万 | 2.1万股 | $204.7万 | 2.1万股 | 00.00% | 持仓不变 |
| PPacer基金信托COWZ |
| 3.64% | 3.6% | $202.2万 | 3.9万股 | $202.2万 | 3.9万股 | 00.00% | 持仓不变 |
| PPacer基金信托CALF |
| 2.52% | — | $140.2万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 苹果AAPL |
| 2.33% | 2.31% | $129.4万 | 6,723股 | $129.4万 | 6,723股 | 00.00% | 持仓不变 |
 纽蒙特NEM |
| 2.1% | 2.08% | $116.6万 | 2.8万股 | $116.6万 | 2.8万股 | 00.00% | 持仓不变 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.52% | — | $84.6万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| FFIRST TR ENERGY INCOME & GRO |
| 1.15% | 1.14% | $64.0万 | 4.4万股 | $64.0万 | 4.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.12% | 1.11% | $62.3万 | 1,658股 | $62.3万 | 1,658股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHM |
| 0.79% | 0.78% | $43.8万 | 5,817股 | $43.8万 | 5,817股 | 00.00% | 持仓不变 |
 BP SPONSORED ADRBP |
| 0.75% | 0.74% | $41.6万 | 1.2万股 | $41.6万 | 1.2万股 | 00.00% | 持仓不变 |
 DOW COMDOW |
| 0.66% | 0.65% | $36.7万 | 6,692股 | $36.7万 | 6,692股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 0.55% | 0.55% | $30.7万 | 4,461股 | $30.7万 | 4,461股 | 00.00% | 持仓不变 |
 ANNALY CAPITAL MANAGEMENT COM NEWNLY |
| 0.45% | 0.45% | $25.0万 | 1.3万股 | $25.0万 | 1.3万股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.44% | 0.44% | $24.7万 | 6,545股 | $24.7万 | 6,545股 | 00.00% | 持仓不变 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.39% | 0.39% | $21.8万 | 2,340股 | $21.8万 | 2,340股 | 00.00% | 持仓不变 |
| ZZOMEDICA CORP COMZOMDF |
| 0.01% | 0.01% | $4,605 | 2.3万股 | $4,605 | 2.3万股 | 00.00% | 持仓不变 |
