| IiShares安硕信托IVV |
| 9.99% | 9.79% | $5,026.1万 | 6.7万股 | $4,251.0万 | 6.5万股 | +2,037股+3.13% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 4.9% | 5.02% | $2,463.4万 | 11.6万股 | $2,178.0万 | 11.3万股 | +2,292股+2.02% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.83% | 4.84% | $2,429.5万 | 3.3万股 | $2,100.8万 | 3.2万股 | +230股+0.71% | 加仓 |
| BBNY MELLON ETF TRUST US LRG CP COREBKLC |
| 4.44% | 4.19% | $2,234.4万 | 15.6万股 | $1,821.2万 | 14.6万股 | +9,904股+6.79% | 加仓 |
| I景顺QQQ信托VOO |
| 4.43% | 3.89% | $2,228.7万 | 3.0万股 | $1,690.9万 | 2.9万股 | +968股+3.30% | 加仓 |
 苹果AAPL |
| 3.15% | 2.97% | $1,582.6万 | 5.5万股 | $1,287.6万 | 5.1万股 | +3,957股+7.80% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.81% | 3.37% | $1,415.8万 | 2.8万股 | $1,462.5万 | 3.1万股 | -2,226股-7.29% | 减仓 |
 亚马逊AMZN |
| 2.36% | 2.39% | $1,184.9万 | 5.0万股 | $1,038.8万 | 5.0万股 | -160股-0.32% | 减仓 |
 英伟达NVDA |
| 2.26% | 2.31% | $1,136.8万 | 5.7万股 | $1,002.0万 | 5.7万股 | -641股-1.12% | 减仓 |
| IiShares安硕信托IGM |
| 2.15% | 1.85% | $1,082.4万 | 6.6万股 | $803.7万 | 6.8万股 | -1,649股-2.43% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.92% | 1.87% | $963.8万 | 2.7万股 | $812.8万 | 2.8万股 | -1,057股-3.73% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.81% | 1.97% | $908.5万 | 5.7万股 | $853.9万 | 5.8万股 | -167股-0.29% | 减仓 |
| SSPDR黄金信托GLD |
| 1.56% | 2.12% | $787.4万 | 2.1万股 | $918.9万 | 2.1万股 | +18股+0.08% | 加仓 |
| F第一信托交易所交易基金FPX |
| 1.56% | 1.44% | $785.7万 | 4.1万股 | $626.0万 | 3.8万股 | +2,705股+7.07% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 1.51% | 1.31% | $762.2万 | 3.0万股 | $568.8万 | 3.1万股 | -1,132股-3.61% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.45% | 1.53% | $730.4万 | 3.1万股 | $665.5万 | 3.1万股 | -75股-0.24% | 减仓 |
| F第一信托交易所交易基金FYC |
| 1.38% | 1.16% | $692.1万 | 5.2万股 | $504.3万 | 4.6万股 | +6,413股+14.09% | 加仓 |
 礼来LLY |
| 1.33% | 1.19% | $669.0万 | 5,578股 | $515.5万 | 5,605股 | -27股-0.48% | 减仓 |
| GGlobal X基金PAVE |
| 1.19% | 1.05% | $601.2万 | 10.2万股 | $456.5万 | 9.0万股 | +1.2万股+13.56% | 加仓 |
| G通用动力VTI |
| 1.1% | 1.09% | $555.7万 | 1.5万股 | $473.7万 | 1.5万股 | +252股+1.71% | 加仓 |
| IiShares安硕信托USMV |
| 1.04% | 1.25% | $522.4万 | 5.4万股 | $541.6万 | 5.8万股 | -4,246股-7.27% | 减仓 |
 艾默生电气EMR |
| 1.02% | 1.08% | $511.3万 | 3.6万股 | $468.1万 | 3.6万股 | -6股-0.02% | 减仓 |
| IiShares安硕信托ICSH |
| 1% | 1.15% | $505.3万 | 10.0万股 | $500.0万 | 9.9万股 | +1,132股+1.15% | 加仓 |
 微软MSFT |
| 0.98% | 1.08% | $494.7万 | 1.3万股 | $469.9万 | 1.3万股 | +570股+4.49% | 加仓 |
| S道富XLI |
| 0.92% | 0.89% | $462.4万 | 2.5万股 | $387.8万 | 2.4万股 | +982股+4.09% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.92% | 0.89% | $460.5万 | 1.5万股 | $385.4万 | 1.6万股 | -214股-1.38% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.87% | 0.81% | $439.5万 | 7.9万股 | $352.6万 | 7.7万股 | +1,924股+2.50% | 加仓 |
 贝莱德·MUN TARGET TERM TRBTT |
| 0.86% | 1.02% | $435.0万 | 19.1万股 | $444.7万 | 19.6万股 | -4,685股-2.39% | 减仓 |
 摩根大通JPM |
| 0.68% | 0.71% | $343.8万 | 1.1万股 | $308.0万 | 1.0万股 | +31股+0.30% | 加仓 |
 艾伯维ABBV |
| 0.66% | 0.66% | $332.4万 | 1.3万股 | $285.3万 | 1.3万股 | +89股+0.68% | 加仓 |
| F第一信托交易所交易基金FGD |
| 0.64% | 0.63% | $321.4万 | 10.0万股 | $275.4万 | 8.6万股 | +1.4万股+16.50% | 加仓 |
 谷歌AGOOGL |
| 0.63% | 0.58% | $315.3万 | 8,821股 | $250.7万 | 8,719股 | +102股+1.17% | 加仓 |
 PREFORMED LINE PRODSPLPC |
| 0.62% | 0.47% | $312.5万 | 7,611股 | $206.1万 | 7,611股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.62% | 0.63% | $312.2万 | 4,438股 | $272.7万 | 4,421股 | +17股+0.38% | 加仓 |
| AALPS ETF信托AMLP |
| 0.61% | 0.68% | $304.9万 | 5.9万股 | $296.7万 | 5.6万股 | +2,427股+4.31% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.59% | 0.58% | $296.3万 | 2.4万股 | $251.4万 | 5,896股 | +1.8万股+304.73% | 加仓 |
 万事达MA |
| 0.57% | 0.63% | $285.1万 | 5,550股 | $275.2万 | 5,507股 | +43股+0.78% | 加仓 |
| F第一信托·USTFDN |
| 0.56% | 0.71% | $283.4万 | 1.1万股 | $308.3万 | 1.3万股 | -2,470股-18.75% | 减仓 |
 埃克森美孚XOM |
| 0.56% | 0.63% | $281.8万 | 2.1万股 | $272.7万 | 1.6万股 | +4,539股+28.24% | 加仓 |
| WWISDOMTREE U.S. AI ENHANCED VALUE FUNDAIVL |
| 0.54% | 0.56% | $273.6万 | 2.1万股 | $244.0万 | 2.1万股 | -220股-1.04% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.53% | 0.58% | $267.9万 | 1.2万股 | $251.6万 | 1.2万股 | -120股-1.01% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.48% | 0.56% | $243.4万 | 3.2万股 | $243.0万 | 3.3万股 | -732股-2.20% | 减仓 |
| IiShares安硕信托DVY |
| 0.48% | 0.54% | $242.0万 | 1.5万股 | $233.8万 | 1.5万股 | +36股+0.23% | 加仓 |
 Meta平台META |
| 0.48% | 0.58% | $241.8万 | 4,293股 | $252.7万 | 4,416股 | -123股-2.79% | 减仓 |
| I景顺交易所交易基金信托PTH |
| 0.44% | — | $220.8万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.43% | 0.45% | $218.1万 | 4,175股 | $193.4万 | 4,175股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.4% | 0.14% | $200.7万 | 1,739股 | $62.5万 | 1,850股 | -111股-6.00% | 减仓 |
 特斯拉TSLA |
| 0.4% | 0.42% | $199.2万 | 4,737股 | $181.3万 | 4,878股 | -141股-2.89% | 减仓 |
 景顺·BD FDVBF |
| 0.38% | 0.45% | $190.4万 | 12.6万股 | $196.6万 | 13.1万股 | -5,466股-4.17% | 减仓 |
| F第一信托交易所交易基金IIIFPE |
| 0.38% | 0.41% | $190.3万 | 10.6万股 | $176.2万 | 9.9万股 | +7,175股+7.23% | 加仓 |
