| S道富SPYV |
| 4.85% | 5.38% | $2,966.2万 | 48.8万股 | $2,936.8万 | 51.9万股 | -3.1万股-6.00% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 4.8% | 5.09% | $2,940.3万 | 58.1万股 | $2,781.6万 | 55.0万股 | +3.2万股+5.79% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 4.35% | 4.06% | $2,661.2万 | 78.6万股 | $2,215.4万 | 76.1万股 | +2.6万股+3.40% | 加仓 |
 苹果AAPL |
| 3.99% | 3.93% | $2,442.9万 | 8.4万股 | $2,144.5万 | 8.4万股 | -75股-0.09% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 3.83% | 2.83% | $2,342.2万 | 24.8万股 | $1,543.8万 | 16.2万股 | +8.6万股+53.11% | 加仓 |
| IiShares安硕信托IUSV |
| 3.41% | 3.75% | $2,086.9万 | 18.9万股 | $2,049.9万 | 20.0万股 | -1.1万股-5.50% | 减仓 |
| IiShares安硕信托IEFA |
| 3.22% | 3.18% | $1,970.6万 | 20.4万股 | $1,735.9万 | 19.2万股 | +1.2万股+6.41% | 加仓 |
 礼来LLY |
| 3.2% | 2.73% | $1,956.7万 | 1.6万股 | $1,490.5万 | 1.6万股 | +109股+0.67% | 加仓 |
| S道富SPYM |
| 2.73% | 2.68% | $1,668.2万 | 19.0万股 | $1,465.1万 | 19.1万股 | -1,590股-0.83% | 减仓 |
| J摩根大通·SHORT DURATION CORE PLUS ETFJSCP |
| 2.41% | 2.52% | $1,476.1万 | 31.3万股 | $1,378.5万 | 29.1万股 | +2.2万股+7.43% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.15% | 1.69% | $1,319.0万 | 6.9万股 | $922.3万 | 6.9万股 | -164股-0.24% | 减仓 |
| AAvantis·U SAVUV |
| 1.83% | 1.36% | $1,118.8万 | 9.0万股 | $741.5万 | 6.7万股 | +2.3万股+33.60% | 加仓 |
| IiShares安硕·COREIJR |
| 1.7% | 1.56% | $1,038.2万 | 7.0万股 | $851.3万 | 6.8万股 | +1,520股+2.22% | 加仓 |
| B贝莱德ETF信托DYNF |
| 1.64% | 1.59% | $1,001.2万 | 14.7万股 | $870.6万 | 15.0万股 | -2,418股-1.62% | 减仓 |
 摩根大通JPM |
| 1.44% | 1.44% | $883.0万 | 2.7万股 | $785.7万 | 2.7万股 | +267股+1.00% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.44% | 1.16% | $882.8万 | 14.8万股 | $632.3万 | 11.7万股 | +3.1万股+26.42% | 加仓 |
 摩根士丹利MS |
| 1.4% | 1.26% | $855.9万 | 4.1万股 | $689.2万 | 4.2万股 | -932股-2.23% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 1.37% | 1.59% | $837.4万 | 18.2万股 | $867.2万 | 18.8万股 | -6,400股-3.40% | 减仓 |
| F第一信托·UST DORSEY WRIGHT FOCUS 5 ETFFV |
| 1.31% | 1.19% | $803.0万 | 10.6万股 | $651.2万 | 10.8万股 | -1,929股-1.79% | 减仓 |
| DDAY HAGAN SMART SECTOR ETFSSUS |
| 1.31% | 1.26% | $801.3万 | 14.5万股 | $688.9万 | 14.8万股 | -2,692股-1.82% | 减仓 |
| V先锋领航指数基金VBK |
| 1.31% | 1.26% | $800.4万 | 2.2万股 | $685.6万 | 2.3万股 | -797股-3.51% | 减仓 |
 英伟达NVDA |
| 1.3% | 1.31% | $798.7万 | 4.0万股 | $715.4万 | 4.1万股 | -1,100股-2.68% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.28% | 1.31% | $784.6万 | 3.3万股 | $715.6万 | 3.3万股 | -116股-0.35% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.27% | 1.23% | $779.3万 | 2.2万股 | $672.7万 | 2.3万股 | -1,394股-5.94% | 减仓 |
 亚马逊AMZN |
| 1.25% | 1.4% | $764.3万 | 3.2万股 | $762.5万 | 3.7万股 | -4,546股-12.42% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.19% | 1.25% | $731.4万 | 3.0万股 | $683.9万 | 3.1万股 | -1,379股-4.38% | 减仓 |
| AARK·ETF TRARKK |
| 1.18% | 1.14% | $722.5万 | 8.9万股 | $624.7万 | 9.2万股 | -3,031股-3.28% | 减仓 |
 谷歌AGOOGL |
| 1.09% | 0.98% | $665.2万 | 1.9万股 | $536.2万 | 1.9万股 | -31股-0.17% | 减仓 |
 Meta平台META |
| 1.08% | 1.24% | $660.2万 | 1.2万股 | $677.9万 | 1.2万股 | -127股-1.07% | 减仓 |
| I景顺QQQ信托VOO |
| 1.05% | 0.93% | $640.4万 | 8,696股 | $505.5万 | 8,758股 | -62股-0.71% | 减仓 |
| IIBMIBM |
| 0.98% | 0.93% | $602.7万 | 2.1万股 | $506.4万 | 2.1万股 | +539股+2.58% | 加仓 |
 STARWOOD PPTY TRSTWD |
| 0.92% | 1.09% | $564.9万 | 34.5万股 | $597.2万 | 34.7万股 | -1,927股-0.56% | 减仓 |
 微软MSFT |
| 0.91% | 1.1% | $554.9万 | 1.5万股 | $599.9万 | 1.6万股 | -1,329股-8.20% | 减仓 |
 LANTHEUSLNTH |
| 0.81% | 0.89% | $492.8万 | 4.4万股 | $487.6万 | 6.4万股 | -2.0万股-30.90% | 减仓 |
| PPIMCO太平洋投资管理ETFLDUR |
| 0.76% | 0.84% | $465.7万 | 4.9万股 | $459.8万 | 4.8万股 | +722股+1.50% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.72% | 0.61% | $441.3万 | 7.8万股 | $333.5万 | 5.9万股 | +1.9万股+32.80% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.69% | 0.71% | $419.8万 | 3.0万股 | $387.2万 | 3.1万股 | -1,357股-4.39% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.65% | 0.58% | $398.5万 | 3.3万股 | $319.0万 | 3.3万股 | +910股+2.79% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.64% | 0.87% | $393.2万 | 3.9万股 | $476.8万 | 4.7万股 | -8,402股-17.72% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.63% | 0.62% | $386.5万 | 7.7万股 | $339.6万 | 7.4万股 | +2,308股+3.10% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.61% | 0.63% | $371.7万 | 7.3万股 | $343.2万 | 6.7万股 | +5,568股+8.27% | 加仓 |
 宝洁PG |
| 0.61% | 0.69% | $371.0万 | 2.5万股 | $376.2万 | 2.6万股 | -745股-2.86% | 减仓 |
| S道富SPSM |
| 0.59% | 0.53% | $361.8万 | 6.3万股 | $291.9万 | 6.0万股 | +2,317股+3.84% | 加仓 |
| V先锋领航指数基金VB |
| 0.56% | 0.54% | $340.5万 | 1.1万股 | $292.7万 | 1.1万股 | +57股+0.51% | 加仓 |
 艾默生电气EMR |
| 0.56% | 0.58% | $339.8万 | 2.4万股 | $316.1万 | 2.4万股 | -388股-1.61% | 减仓 |
| AAMERICAN CENTURY FOCUSED LARGE CAP VALUE ETFFLV |
| 0.55% | 0.59% | $339.4万 | 4.2万股 | $320.1万 | 4.2万股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.55% | 0.67% | $339.2万 | 3.9万股 | $363.9万 | 3.9万股 | -532股-1.36% | 减仓 |
| G通用动力VTI |
| 0.55% | 0.53% | $338.4万 | 9,144股 | $289.4万 | 9,021股 | +123股+1.36% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.54% | 0.52% | $329.0万 | 4,405股 | $283.8万 | 4,363股 | +42股+0.96% | 加仓 |
| V先锋领航指数基金VOO |
| 0.52% | 0.51% | $320.9万 | 4,672股 | $277.9万 | 4,650股 | +22股+0.47% | 加仓 |
