| V先锋领航指数基金VTV |
| 7.73% | 7.66% | $2,563.2万 | 11.6万股 | $2,194.0万 | 11.2万股 | +4,148股+3.71% | 加仓 |
| F富达Covington信托FENI |
| 6.82% | 6.71% | $2,263.6万 | 56.8万股 | $1,922.4万 | 51.7万股 | +5.1万股+9.95% | 加仓 |
| V先锋领航指数基金VUG |
| 6.27% | 6.13% | $2,079.8万 | 24.9万股 | $1,756.3万 | 4.0万股 | +20.9万股+519.61% | 加仓 |
| F富达Covington信托FBCV |
| 5.27% | 4.97% | $1,747.1万 | 43.1万股 | $1,422.4万 | 39.6万股 | +3.5万股+8.87% | 加仓 |
| F富达Covington信托FESM |
| 4.19% | 3.73% | $1,390.6万 | 29.8万股 | $1,068.1万 | 28.1万股 | +1.7万股+5.90% | 加仓 |
| S嘉信策略信托SCHD |
| 3.34% | 3.46% | $1,107.2万 | 33.3万股 | $991.4万 | 32.3万股 | +9,462股+2.93% | 加仓 |
| V先锋领航全球基金MGV |
| 3.23% | 3.06% | $1,071.8万 | 6.5万股 | $875.0万 | 6.0万股 | +4,906股+8.13% | 加仓 |
 苹果AAPL |
| 2.93% | 2.55% | $972.0万 | 2.9万股 | $730.7万 | 2.9万股 | +394股+1.37% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.81% | 3.03% | $933.7万 | 20.8万股 | $868.5万 | 19.0万股 | +1.7万股+9.06% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.53% | 2.52% | $840.3万 | 25.1万股 | $720.6万 | 24.7万股 | +3,766股+1.52% | 加仓 |
| V先锋领航白厅基金VYMI |
| 2.17% | 2.33% | $720.7万 | 7.1万股 | $668.6万 | 7.1万股 | -42股-0.06% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 2.11% | 2.99% | $699.4万 | 12.3万股 | $855.0万 | 15.1万股 | -2.8万股-18.37% | 减仓 |
| F富达Covington信托FDEM |
| 1.73% | 1.61% | $573.5万 | 16.7万股 | $460.0万 | 14.6万股 | +2.1万股+14.75% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.66% | 1.55% | $551.8万 | 6.5万股 | $444.0万 | 1.2万股 | +5.3万股+438.45% | 加仓 |
| AAvantis·U SAVUV |
| 1.6% | 1.6% | $529.6万 | 4.2万股 | $459.1万 | 4.2万股 | +716股+1.72% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.4% | 1.33% | $462.9万 | 10.0万股 | $382.0万 | 8.1万股 | +1.9万股+23.45% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.39% | 1.47% | $462.5万 | 17.7万股 | $419.7万 | 16.0万股 | +1.7万股+10.57% | 加仓 |
| G通用动力VTI |
| 1.37% | 1.39% | $453.4万 | 1.2万股 | $396.9万 | 1.2万股 | +56股+0.45% | 加仓 |
 英伟达NVDA |
| 1.19% | 1.06% | $395.4万 | 1.9万股 | $303.7万 | 1.7万股 | +1,702股+9.77% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.18% | 1.25% | $391.7万 | 1.8万股 | $357.8万 | 1.9万股 | -586股-3.14% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.17% | 1.16% | $388.4万 | 6.7万股 | $331.0万 | 6.0万股 | +7,392股+12.40% | 加仓 |
| IiShares安硕信托IVV |
| 1.1% | 1.01% | $364.3万 | 4,907股 | $289.4万 | 4,430股 | +477股+10.77% | 加仓 |
 埃克森美孚XOM |
| 1.03% | 1.29% | $340.8万 | 2.2万股 | $370.2万 | 2.2万股 | -105股-0.48% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.99% | 1.02% | $329.6万 | 11.5万股 | $291.5万 | 11.6万股 | -733股-0.63% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.98% | 1.23% | $323.6万 | 6.4万股 | $351.0万 | 6.9万股 | -5,245股-7.56% | 减仓 |
| S嘉信·USSCHX |
| 0.86% | 0.88% | $283.8万 | 9.7万股 | $250.7万 | 9.8万股 | -301股-0.31% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.77% | 0.73% | $256.3万 | 3.2万股 | $210.2万 | 3.0万股 | +2,189股+7.41% | 加仓 |
 ROYAL BK CDA COMRY |
| 0.74% | 0.67% | $246.8万 | 1.2万股 | $190.9万 | 1.2万股 | 00.00% | 持仓不变 |
| I景顺·S&PSPHQ |
| 0.73% | 0.75% | $240.6万 | 2.8万股 | $214.5万 | 2.9万股 | -155股-0.54% | 减仓 |
 AMETEK COMAME |
| 0.63% | 0.65% | $210.5万 | 8,698股 | $186.5万 | 8,698股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金VIBUFZ |
| 0.62% | 0.7% | $205.6万 | 7.4万股 | $200.5万 | 7.6万股 | -2,695股-3.53% | 减仓 |
| G高盛ETF信托GINC |
| 0.62% | 0.35% | $204.8万 | 3.7万股 | $99.1万 | 2.0万股 | +1.7万股+85.37% | 加仓 |
 南方电力SO |
| 0.61% | 0.67% | $201.3万 | 2.1万股 | $191.1万 | 2.0万股 | +906股+4.58% | 加仓 |
| F富达Covington信托FDVV |
| 0.56% | 0.6% | $186.3万 | 3.0万股 | $171.2万 | 3.1万股 | -1,150股-3.71% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.54% | 0.51% | $179.9万 | 3.5万股 | $146.7万 | 2.8万股 | +6,466股+22.89% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.52% | 0.49% | $174.1万 | 4,964股 | $139.7万 | 4,868股 | +96股+1.97% | 加仓 |
 帕兰提尔PLTR |
| 0.52% | 0.75% | $173.6万 | 1.4万股 | $215.6万 | 1.5万股 | -612股-4.15% | 减仓 |
| S嘉信策略信托SCHC |
| 0.52% | 0.4% | $172.8万 | 3.3万股 | $113.6万 | 2.3万股 | +9,413股+40.53% | 加仓 |
| AADVISORS INNER CIRCLE FD III STRATEGAS MACROSAMT |
| 0.52% | 0.35% | $172.3万 | 3.9万股 | $100.1万 | 2.5万股 | +1.4万股+54.93% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 0.5% | 0.58% | $164.5万 | 2.4万股 | $165.3万 | 2.6万股 | -1,520股-5.88% | 减仓 |
 微软MSFT |
| 0.49% | 0.49% | $163.6万 | 4,287股 | $139.6万 | 3,771股 | +516股+13.68% | 加仓 |
 礼来LLY |
| 0.49% | 0.48% | $161.6万 | 1,351股 | $137.6万 | 1,496股 | -145股-9.69% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.46% | 0.48% | $153.8万 | 6,446股 | $137.5万 | 6,394股 | +52股+0.81% | 加仓 |
| PPIMCO太平洋投资管理ETFMINO |
| 0.44% | 0.37% | $147.5万 | 3.3万股 | $107.1万 | 2.4万股 | +9,193股+38.76% | 加仓 |
 摩根大通JPM |
| 0.44% | 0.38% | $146.5万 | 4,147股 | $109.9万 | 3,737股 | +410股+10.97% | 加仓 |
 雪佛龙CVX |
| 0.43% | 0.54% | $141.0万 | 7,240股 | $154.4万 | 7,461股 | -221股-2.96% | 减仓 |
 亚马逊AMZN |
| 0.42% | 0.38% | $140.8万 | 6,068股 | $109.2万 | 5,244股 | +824股+15.71% | 加仓 |
| G高盛ETF信托GINC |
| 0.42% | 0.41% | $139.5万 | 2.5万股 | $118.2万 | 2.4万股 | +1,845股+7.81% | 加仓 |
 可口可乐KO |
| 0.42% | 0.43% | $139.3万 | 1.7万股 | $122.8万 | 1.6万股 | +799股+4.95% | 加仓 |
| V先锋领航指数基金VBK |
| 0.39% | 0.41% | $128.3万 | 3,756股 | $118.3万 | 3,914股 | -158股-4.04% | 减仓 |
