| S道富SPYM |
| 19.9% | 0.2% | $2.95亿 | 361.0万股 | $257.9万 | 3.3万股 | +357.8万股+10,918.69% | 加仓 |
| S道富SPYV |
| 4.74% | 13.74% | $7,030.9万 | 120.9万股 | $1.77亿 | 316.9万股 | -196.1万股-61.86% | 减仓 |
| SSPDR道富系列信托SPYG |
| 4.27% | 12.54% | $6,335.7万 | 58.5万股 | $1.61亿 | 153.8万股 | -95.3万股-61.97% | 减仓 |
| A美国世纪ETF信托AVEM |
| 4.12% | 2.88% | $6,113.6万 | 75.5万股 | $3,706.1万 | 48.9万股 | +26.6万股+54.49% | 加仓 |
 苹果AAPL |
| 3.53% | 3.8% | $5,247.6万 | 20.2万股 | $4,884.7万 | 19.0万股 | +1.1万股+5.87% | 加仓 |
| IiShares安硕信托ITOT |
| 3.15% | 3.07% | $4,683.0万 | 30.8万股 | $3,943.2万 | 26.9万股 | +3.8万股+14.28% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.15% | 2.66% | $4,677.6万 | 72.1万股 | $3,418.7万 | 56.4万股 | +15.7万股+27.83% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.37% | 2.19% | $3,515.3万 | 69.5万股 | $2,810.7万 | 56.1万股 | +13.4万股+23.86% | 加仓 |
| V先锋领航·MIDVO |
| 2.17% | 2.12% | $3,228.1万 | 10.8万股 | $2,730.2万 | 9.3万股 | +1.5万股+16.07% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.95% | 2.27% | $2,895.7万 | 5.8万股 | $2,915.7万 | 5.8万股 | +23股+0.04% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.84% | 2.02% | $2,730.9万 | 59.2万股 | $2,592.3万 | 56.0万股 | +3.2万股+5.78% | 加仓 |
 微软MSFT |
| 1.77% | 2.07% | $2,634.3万 | 5.5万股 | $2,659.7万 | 5.1万股 | +4,447股+8.76% | 加仓 |
| V先锋领航指数基金VOO |
| 1.63% | 1.3% | $2,423.8万 | 3.8万股 | $1,676.7万 | 2.7万股 | +1.1万股+39.10% | 加仓 |
 摩根大通JPM |
| 1.53% | 1.59% | $2,271.7万 | 7.0万股 | $2,040.0万 | 6.6万股 | +3,709股+5.59% | 加仓 |
 英伟达NVDA |
| 1.46% | 1.41% | $2,167.1万 | 11.7万股 | $1,810.7万 | 9.8万股 | +1.9万股+19.75% | 加仓 |
| V先锋领航·TOTALBND |
| 1.3% | 1.47% | $1,932.5万 | 26.0万股 | $1,883.8万 | 25.4万股 | +6,767股+2.67% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.24% | 1.31% | $1,848.1万 | 39.0万股 | $1,686.7万 | 35.5万股 | +3.5万股+9.93% | 加仓 |
 宝洁PG |
| 1.2% | 1.52% | $1,780.6万 | 12.4万股 | $1,953.9万 | 12.8万股 | -3,968股-3.10% | 减仓 |
| A美国世纪ETF信托AVRE |
| 1.15% | 1.64% | $1,712.7万 | 38.9万股 | $2,110.3万 | 47.9万股 | -9.0万股-18.77% | 减仓 |
 亚马逊AMZN |
| 1.08% | 0.94% | $1,600.4万 | 6.5万股 | $1,209.6万 | 5.5万股 | +1.0万股+19.05% | 加仓 |
 谷歌AGOOGL |
| 1.07% | 0.91% | $1,585.5万 | 4.8万股 | $1,171.6万 | 4.8万股 | +104股+0.22% | 加仓 |
| WWEC ENERGY COMIDU |
| 0.98% | 1.21% | $1,451.2万 | 13.8万股 | $1,549.6万 | 13.5万股 | +3,692股+2.74% | 加仓 |
| V先锋领航指数基金VB |
| 0.92% | 0.81% | $1,361.4万 | 5.0万股 | $1,038.2万 | 4.1万股 | +9,415股+23.19% | 加仓 |
| IiShares安硕信托IVV |
| 0.85% | 0.93% | $1,258.4万 | 1.8万股 | $1,200.7万 | 1.8万股 | +165股+0.92% | 加仓 |
| V先锋领航指数基金VTV |
| 0.83% | 0.81% | $1,238.9万 | 6.3万股 | $1,045.2万 | 5.6万股 | +7,074股+12.67% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.77% | 0.94% | $1,140.3万 | 19.4万股 | $1,209.5万 | 20.6万股 | -1.2万股-5.72% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.76% | 0.45% | $1,121.4万 | 3.4万股 | $581.9万 | 2.4万股 | +1.0万股+43.13% | 加仓 |
| IiShares安硕信托GVI |
| 0.72% | 0.8% | $1,067.8万 | 9.9万股 | $1,026.3万 | 9.6万股 | +2,947股+3.06% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.68% | 0.73% | $1,008.7万 | 1.5万股 | $944.4万 | 1.4万股 | +396股+2.81% | 加仓 |
| IiShares安硕信托GVI |
| 0.56% | 0.56% | $828.4万 | 7.7万股 | $723.7万 | 6.8万股 | +9,629股+14.19% | 加仓 |
| PPRINCIPAL ACTIVE HIGH YIELD ETFYLD |
| 0.56% | 0.81% | $827.0万 | 43.3万股 | $1,041.8万 | 54.0万股 | -10.6万股-19.69% | 减仓 |
| V先锋领航指数基金VUG |
| 0.56% | 0.68% | $824.5万 | 1.7万股 | $877.4万 | 1.8万股 | -1,460股-8.02% | 减仓 |
 家得宝HD |
| 0.55% | 0.63% | $812.4万 | 2.2万股 | $814.6万 | 2.1万股 | +607股+2.88% | 加仓 |
 可口可乐KO |
| 0.54% | 0.5% | $806.3万 | 11.4万股 | $640.8万 | 9.6万股 | +1.8万股+19.21% | 加仓 |
| AALPS ETF信托AMLP |
| 0.52% | 0.77% | $778.8万 | 16.1万股 | $996.0万 | 21.4万股 | -5.3万股-24.94% | 减仓 |
 Meta平台META |
| 0.49% | 0.54% | $734.8万 | 1.1万股 | $697.6万 | 9,783股 | +1,663股+17.00% | 加仓 |
| AALERIAN MLP IDX ETNS DUE JANUARY 28, 2044AMJB |
| 0.44% | 1.11% | $654.7万 | 21.2万股 | $1,428.6万 | 49.2万股 | -28.1万股-57.00% | 减仓 |
 OSHKOSHOSK |
| 0.43% | 0.43% | $637.5万 | 4.3万股 | $557.5万 | 4.3万股 | -130股-0.30% | 减仓 |
 沃尔玛WMT |
| 0.4% | 0.38% | $589.2万 | 5.0万股 | $494.1万 | 4.8万股 | +2,088股+4.36% | 加仓 |
 博通AVGO |
| 0.38% | 0.35% | $565.2万 | 1.6万股 | $445.1万 | 1.3万股 | +2,815股+21.27% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.34% | — | $509.0万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.34% | 0.33% | $507.3万 | 8,023股 | $420.2万 | 7,062股 | +961股+13.61% | 加仓 |
 BANK FIRSTBFC |
| 0.34% | 0.46% | $502.0万 | 4.1万股 | $595.9万 | 4.5万股 | -4,460股-9.86% | 减仓 |
 百事可乐PEP |
| 0.33% | 0.47% | $495.9万 | 3.5万股 | $600.4万 | 4.3万股 | -7,565股-17.74% | 减仓 |
 波音BA |
| 0.33% | 0.32% | $489.4万 | 2.0万股 | $411.6万 | 1.9万股 | +1,851股+9.98% | 加仓 |
 雅培ABT |
| 0.31% | 0.41% | $454.7万 | 3.6万股 | $525.0万 | 3.9万股 | -2,984股-7.56% | 减仓 |
 埃克森美孚XOM |
| 0.31% | 0.31% | $454.7万 | 3.7万股 | $394.3万 | 3.5万股 | +2,148股+6.22% | 加仓 |
 特斯拉TSLA |
| 0.31% | 0.32% | $453.9万 | 1.0万股 | $416.6万 | 9,620股 | +489股+5.08% | 加仓 |
 伊顿ETN |
| 0.3% | 0.35% | $450.0万 | 1.4万股 | $454.1万 | 1.2万股 | +1,432股+11.70% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.3% | 0.33% | $447.4万 | 7.5万股 | $426.4万 | 7.1万股 | +3,598股+5.06% | 加仓 |
