| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 10.63% | 10.05% | $6,564.1万 | 226.7万股 | $5,457.5万 | 217.4万股 | +9.2万股+4.25% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 8.77% | 9.64% | $5,413.4万 | 119.0万股 | $5,231.7万 | 114.7万股 | +4.3万股+3.77% | 加仓 |
| BBROOKFIELD WEALTH SO A FCLASS ABNT |
| 8.34% | 8.26% | $5,146.0万 | 111.5万股 | $4,486.6万 | 106.9万股 | +4.6万股+4.31% | 加仓 |
| SSPDR道富系列信托SPYG |
| 7.14% | 6.41% | $4,406.4万 | 37.0万股 | $3,480.5万 | 35.5万股 | +1.5万股+4.17% | 加仓 |
| IiShares安硕信托IQLT |
| 6.52% | 6.48% | $4,026.8万 | 81.3万股 | $3,516.6万 | 76.1万股 | +5.2万股+6.83% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 5.92% | 6.56% | $3,655.0万 | 46.2万股 | $3,561.3万 | 44.9万股 | +1.3万股+2.94% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 5.84% | 6.97% | $3,608.1万 | 29.1万股 | $3,784.0万 | 7.3万股 | +21.8万股+299.85% | 加仓 |
| A美国世纪ETF信托AVEM |
| 4.15% | 3.36% | $2,561.0万 | 26.5万股 | $1,825.1万 | 22.6万股 | +3.9万股+17.18% | 加仓 |
| AAPTUS DEFINED RISK ETFDRSK |
| 3.89% | 3.89% | $2,399.1万 | 83.4万股 | $2,110.5万 | 77.2万股 | +6.2万股+8.06% | 加仓 |
| IiShares安硕·MORNINGSTAR MID-CAP ETFIMCB |
| 3.78% | 3.39% | $2,333.7万 | 24.2万股 | $1,840.9万 | 22.1万股 | +2.1万股+9.53% | 加仓 |
| IiShares安硕信托DIVB |
| 3.17% | 3.01% | $1,954.5万 | 31.7万股 | $1,632.2万 | 30.3万股 | +1.5万股+4.87% | 加仓 |
| S嘉信策略信托SCHD |
| 2.2% | 2.45% | $1,358.4万 | 42.8万股 | $1,329.2万 | 43.3万股 | -4,862股-1.12% | 减仓 |
 英伟达NVDA |
| 2.19% | 2.18% | $1,350.5万 | 6.7万股 | $1,186.2万 | 6.8万股 | -519股-0.76% | 减仓 |
| AAPTUS ENHANCED YIELD ETFJUCY |
| 1.97% | 2.23% | $1,218.5万 | 55.4万股 | $1,209.6万 | 54.6万股 | +8,254股+1.51% | 加仓 |
| V先锋领航指数基金VOO |
| 1.87% | 1.85% | $1,156.3万 | 1.7万股 | $1,006.4万 | 1.7万股 | -7股-0.04% | 减仓 |
| IiShares安硕信托IWD |
| 1.52% | 1.52% | $938.2万 | 3.9万股 | $826.9万 | 3.9万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.17% | 1.09% | $720.3万 | 2.5万股 | $591.3万 | 2.3万股 | +1,593股+6.84% | 加仓 |
| IiShares安硕信托ILCG |
| 1.11% | 1.04% | $685.1万 | 5.9万股 | $566.8万 | 5.9万股 | -815股-1.37% | 减仓 |
| IiShares安硕信托IVV |
| 1.09% | 1.08% | $674.7万 | 9,009股 | $588.7万 | 9,013股 | -4股-0.04% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.08% | 1.1% | $669.2万 | 6.1万股 | $595.6万 | 6.1万股 | -597股-0.97% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.89% | 0.84% | $548.4万 | 1.8万股 | $453.4万 | 1.8万股 | -29股-0.16% | 减仓 |
| IiShares安硕IEMG |
| 0.72% | 0.69% | $442.1万 | 5.3万股 | $375.2万 | 5.4万股 | -423股-0.79% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.65% | 0.7% | $402.4万 | 2.5万股 | $380.8万 | 2.6万股 | -253股-0.98% | 减仓 |
| S嘉信·USSCHA |
| 0.56% | 0.51% | $346.3万 | 9.6万股 | $279.5万 | 9.6万股 | -253股-0.26% | 减仓 |
 微软MSFT |
| 0.54% | 0.61% | $333.5万 | 8,941股 | $331.7万 | 8,962股 | -21股-0.23% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.47% | 0.48% | $287.7万 | 1.2万股 | $262.6万 | 1.2万股 | -51股-0.42% | 减仓 |
 谷歌AGOOGL |
| 0.45% | 0.4% | $278.9万 | 7,806股 | $218.0万 | 7,580股 | +226股+2.98% | 加仓 |
 宝洁PG |
| 0.42% | 0.47% | $256.5万 | 1.7万股 | $257.3万 | 1.8万股 | -319股-1.79% | 减仓 |
 亚马逊AMZN |
| 0.41% | 0.4% | $253.6万 | 1.1万股 | $219.0万 | 1.1万股 | +124股+1.18% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.4% | 0.44% | $249.3万 | 4.9万股 | $240.1万 | 4.7万股 | +1,857股+3.91% | 加仓 |
| IiShares安硕·COREIJR |
| 0.4% | 0.38% | $244.0万 | 1.6万股 | $204.7万 | 1.6万股 | -12股-0.07% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 0.38% | 0.44% | $234.5万 | 4.6万股 | $238.6万 | 4.7万股 | -826股-1.76% | 减仓 |
| V先锋领航指数基金VUG |
| 0.37% | 0.36% | $228.2万 | 2.6万股 | $192.9万 | 4,415股 | +2.2万股+500.05% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.36% | 0.39% | $221.1万 | 2.4万股 | $209.7万 | 2.4万股 | -27股-0.11% | 减仓 |
 博通AVGO |
| 0.35% | 0.3% | $216.7万 | 5,737股 | $160.8万 | 5,197股 | +540股+10.39% | 加仓 |
 摩根大通JPM |
| 0.35% | 0.35% | $213.3万 | 6,517股 | $189.5万 | 6,442股 | +75股+1.16% | 加仓 |
| S嘉信策略信托SCHM |
| 0.34% | 0.33% | $209.6万 | 5.7万股 | $178.5万 | 5.8万股 | -791股-1.37% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.33% | 0.35% | $205.8万 | 2.9万股 | $187.4万 | 2.9万股 | -371股-1.27% | 减仓 |
 沃尔玛WMT |
| 0.3% | 0.38% | $187.4万 | 1.7万股 | $206.8万 | 1.7万股 | -88股-0.53% | 减仓 |
| G通用动力VTI |
| 0.26% | 0.25% | $157.6万 | 4,258股 | $137.0万 | 4,271股 | -13股-0.30% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.24% | 0.26% | $151.0万 | 1.5万股 | $141.3万 | 1.5万股 | -16股-0.11% | 减仓 |
| V先锋领航指数基金VB |
| 0.24% | 0.24% | $150.7万 | 4,972股 | $131.3万 | 5,012股 | -40股-0.80% | 减仓 |
| S嘉信策略信托SCHF |
| 0.24% | 0.25% | $149.8万 | 5.4万股 | $135.1万 | 5.5万股 | -516股-0.95% | 减仓 |
| V先锋领航指数基金VBK |
| 0.23% | 0.22% | $142.9万 | 3,909股 | $118.1万 | 3,908股 | +1股+0.03% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.2% | 0.2% | $122.7万 | 3.6万股 | $107.4万 | 3.7万股 | -608股-1.65% | 减仓 |
 思科CSCO |
| 0.2% | 0.16% | $122.4万 | 1.0万股 | $84.6万 | 1.1万股 | -490股-4.49% | 减仓 |
 VisaV |
| 0.19% | 0.19% | $119.6万 | 3,487股 | $104.2万 | 3,448股 | +39股+1.13% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.19% | 0.2% | $119.4万 | 1.3万股 | $106.2万 | 1.3万股 | -286股-2.13% | 减仓 |
| S嘉信策略信托SCHE |
| 0.19% | 0.2% | $118.0万 | 3.3万股 | $108.8万 | 3.3万股 | -475股-1.44% | 减仓 |
 礼来LLY |
| 0.19% | 0.16% | $116.8万 | 974股 | $88.8万 | 966股 | +8股+0.83% | 加仓 |
