| S嘉信策略信托SCHF |
| 7.2% | 7.34% | $2,921.0万 | 105.5万股 | $2,650.7万 | 107.1万股 | -1.6万股-1.54% | 减仓 |
| G通用动力VTI |
| 7.11% | 7.11% | $2,883.7万 | 7.8万股 | $2,567.6万 | 8.0万股 | -2,105股-2.63% | 减仓 |
| SSPDR标普500 ETFSPY |
| 6.86% | 7.26% | $2,780.8万 | 3.7万股 | $2,621.2万 | 4.0万股 | -3,067股-7.61% | 减仓 |
| DDOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETFDBND |
| 5.86% | 6.62% | $2,377.5万 | 52.1万股 | $2,391.7万 | 52.2万股 | -607股-0.12% | 减仓 |
| IiShares安硕信托ITOT |
| 4.84% | 4.72% | $1,961.4万 | 11.9万股 | $1,702.8万 | 12.0万股 | -151股-0.13% | 减仓 |
| IiShares安硕信托IVV |
| 3.93% | 3.52% | $1,593.0万 | 2.1万股 | $1,269.6万 | 1.9万股 | +1,835股+9.44% | 加仓 |
 英伟达NVDA |
| 3.23% | 3.2% | $1,310.5万 | 6.5万股 | $1,154.1万 | 6.6万股 | -679股-1.03% | 减仓 |
| IiShares安硕信托IWY |
| 2.82% | 2.82% | $1,141.5万 | 3.9万股 | $1,017.1万 | 4.1万股 | -1,595股-3.90% | 减仓 |
| PPacer基金信托COWZ |
| 2.78% | 3.34% | $1,126.3万 | 18.1万股 | $1,207.9万 | 19.3万股 | -1.2万股-6.21% | 减仓 |
| IiShares安硕·COREIJR |
| 2.73% | 2.55% | $1,107.7万 | 7.5万股 | $921.6万 | 7.4万股 | +550股+0.74% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 2.7% | 3.27% | $1,096.5万 | 20.8万股 | $1,182.2万 | 22.7万股 | -1.8万股-7.98% | 减仓 |
| DDBX ETF信托DBEF |
| 2.56% | 2.58% | $1,038.3万 | 19.0万股 | $933.2万 | 18.9万股 | +1,144股+0.61% | 加仓 |
| S嘉信策略信托SCHD |
| 2.53% | 2.63% | $1,024.7万 | 32.3万股 | $948.4万 | 30.9万股 | +1.4万股+4.54% | 加仓 |
| F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI |
| 2.44% | 2.31% | $988.4万 | 24.4万股 | $834.4万 | 20.6万股 | +3.8万股+18.33% | 加仓 |
| CColumbia Emerging Markets Ex-ChinaXCEM |
| 2.34% | 1.89% | $946.8万 | 17.9万股 | $681.7万 | 16.7万股 | +1.2万股+7.19% | 加仓 |
 苹果AAPL |
| 2.3% | 2.18% | $934.3万 | 3.2万股 | $788.5万 | 3.1万股 | +1,220股+3.93% | 加仓 |
| B贝莱德ETF信托DYNF |
| 2.11% | — | $855.3万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
| IIshares Trust Russell 2500 EtfSMMD |
| 2.08% | 1.86% | $844.9万 | 9.2万股 | $671.7万 | 8.8万股 | +4,237股+4.82% | 加仓 |
| V先锋领航指数基金VOO |
| 1.88% | 1.89% | $763.6万 | 1.1万股 | $682.0万 | 1.1万股 | -295股-2.58% | 减仓 |
| FFUNDSTRAT GRANNYGRNY |
| 1.35% | 1.19% | $548.8万 | 19.8万股 | $429.6万 | 18.0万股 | +1.9万股+10.28% | 加仓 |
| V先锋领航·MIDVO |
| 1.34% | 1.35% | $545.3万 | 6.8万股 | $485.9万 | 1.7万股 | +5.1万股+299.99% | 加仓 |
 谷歌AGOOGL |
| 1.17% | 1.07% | $475.3万 | 1.3万股 | $387.1万 | 1.3万股 | -159股-1.18% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.15% | 1.23% | $467.4万 | 1.6万股 | $445.5万 | 1.8万股 | -2,406股-13.39% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.13% | 1.1% | $456.2万 | 2.1万股 | $398.8万 | 2.1万股 | +660股+3.18% | 加仓 |
 微软MSFT |
| 1.11% | 1.23% | $448.1万 | 1.2万股 | $442.4万 | 1.2万股 | +64股+0.54% | 加仓 |
| PPacer·METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETFQDPL |
| 1.06% | 0.74% | $431.5万 | 9.6万股 | $266.9万 | 6.6万股 | +2.9万股+43.97% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.06% | 1.12% | $429.4万 | 6,106股 | $404.7万 | 6,562股 | -456股-6.95% | 减仓 |
| IiShares安硕·COREIJH |
| 1.05% | 1.04% | $425.6万 | 5.5万股 | $376.4万 | 5.6万股 | -543股-0.97% | 减仓 |
 亚马逊AMZN |
| 1.02% | 1.05% | $413.2万 | 1.7万股 | $379.8万 | 1.8万股 | -898股-4.92% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.99% | 0.99% | $400.3万 | 4.8万股 | $356.4万 | 4.7万股 | +336股+0.71% | 加仓 |
| AAMPLIFY ETF TRDIVO |
| 0.89% | 0.69% | $358.9万 | 7.9万股 | $248.6万 | 5.5万股 | +2.3万股+41.68% | 加仓 |
| I景顺QQQ信托VOO |
| 0.81% | 0.76% | $329.5万 | 4,475股 | $274.4万 | 4,755股 | -280股-5.89% | 减仓 |
 博通AVGO |
| 0.58% | 0.55% | $236.2万 | 6,252股 | $199.4万 | 6,442股 | -190股-2.95% | 减仓 |
 Meta平台META |
| 0.5% | 0.58% | $203.3万 | 3,610股 | $209.5万 | 3,663股 | -53股-1.45% | 减仓 |
| SSPDR黄金信托GLD |
| 0.49% | 0.61% | $200.4万 | 5,439股 | $220.8万 | 5,132股 | +307股+5.98% | 加仓 |
 康宁GLW |
| 0.47% | 0.31% | $189.7万 | 7,426股 | $112.6万 | 8,285股 | -859股-10.37% | 减仓 |
 摩根大通JPM |
| 0.41% | 0.49% | $165.8万 | 5,065股 | $177.0万 | 6,018股 | -953股-15.84% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.4% | 0.39% | $161.5万 | 1.3万股 | $142.0万 | 3,331股 | +9,673股+290.39% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.39% | 0.4% | $158.4万 | 2.2万股 | $145.4万 | 2.3万股 | -465股-2.05% | 减仓 |
| IiShares安硕·S&PIUSG |
| 0.38% | 0.35% | $154.6万 | 8,221股 | $127.4万 | 8,213股 | +8股+0.10% | 加仓 |
 百时美施贵宝BMY |
| 0.38% | 0.44% | $152.4万 | 2.6万股 | $158.4万 | 2.6万股 | +325股+1.24% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.35% | 0.28% | $143.6万 | 7,538股 | $102.7万 | 7,726股 | -188股-2.43% | 减仓 |
 思科CSCO |
| 0.34% | 0.29% | $139.5万 | 1.2万股 | $104.3万 | 1.3万股 | -1,558股-11.59% | 减仓 |
 黑石集团BX |
| 0.34% | 0.37% | $138.0万 | 1.2万股 | $133.3万 | 1.2万股 | +135股+1.16% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.34% | 0.25% | $137.2万 | 3.0万股 | $89.8万 | 2.0万股 | +1.0万股+53.17% | 加仓 |
 ALTRIAMO |
| 0.33% | 0.34% | $133.9万 | 1.9万股 | $122.4万 | 1.9万股 | +60股+0.32% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.33% | 0.34% | $132.6万 | 3,754股 | $121.8万 | 4,247股 | -493股-11.61% | 减仓 |
 VisaV |
| 0.32% | 0.33% | $129.9万 | 3,785股 | $118.5万 | 3,922股 | -137股-3.49% | 减仓 |
| BBANK OF AMERBAC |
| 0.32% | 0.28% | $128.1万 | 2.2万股 | $99.9万 | 2.0万股 | +1,985股+9.68% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.31% | 0.31% | $127.0万 | 3,101股 | $110.3万 | 3,094股 | +7股+0.23% | 加仓 |
