| V先锋领航·INSTL INDEX FDVBIL |
| 9.8% | 12.45% | $5,194.3万 | 68.6万股 | $6,000.8万 | 79.3万股 | -10.7万股-13.47% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 6.02% | 6.26% | $3,187.5万 | 120.2万股 | $3,017.8万 | 115.2万股 | +5.0万股+4.35% | 加仓 |
| CCAPITAL GRP SHRT DURATION INC ETFCGSD |
| 5.5% | 5.53% | $2,914.3万 | 113.3万股 | $2,668.6万 | 103.5万股 | +9.8万股+9.46% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 5.41% | 5.49% | $2,864.1万 | 63.0万股 | $2,647.3万 | 58.0万股 | +4.9万股+8.50% | 加仓 |
| V先锋领航指数基金VTV |
| 5.27% | 4.72% | $2,792.8万 | 12.8万股 | $2,274.4万 | 11.6万股 | +1.2万股+10.55% | 加仓 |
| SSPDR道富系列信托SPTM |
| 5.17% | 4.73% | $2,739.7万 | 30.2万股 | $2,280.0万 | 28.8万股 | +1.3万股+4.64% | 加仓 |
| J骏利亨德森JAAA |
| 4.47% | 4.8% | $2,366.2万 | 46.9万股 | $2,314.4万 | 45.9万股 | +9,166股+1.99% | 加仓 |
| J摩根大通·SHORT DURATION CORE PLUS ETFJSCP |
| 3.45% | 3.65% | $1,828.3万 | 38.8万股 | $1,761.9万 | 37.2万股 | +1.5万股+4.11% | 加仓 |
| SSPDR道富系列信托SPYG |
| 3.25% | 2.75% | $1,720.4万 | 14.5万股 | $1,327.7万 | 13.6万股 | +8,978股+6.62% | 加仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 2.99% | 2.84% | $1,585.2万 | 35.6万股 | $1,368.4万 | 35.6万股 | +219股+0.06% | 加仓 |
| V先锋领航指数基金VOO |
| 2.59% | 2.1% | $1,370.3万 | 2.0万股 | $1,013.6万 | 1.7万股 | +2,989股+17.62% | 加仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 2.52% | 2.64% | $1,335.4万 | 59.9万股 | $1,270.7万 | 56.9万股 | +3.0万股+5.33% | 加仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 2.52% | 2.36% | $1,333.2万 | 29.2万股 | $1,136.5万 | 26.4万股 | +2.8万股+10.71% | 加仓 |
 COMMUNITY WEST BANCSHARES NEW COMCWBC |
| 2.51% | 0.12% | $1,328.7万 | 49.5万股 | $60.1万 | 2.6万股 | +46.9万股+1,817.40% | 加仓 |
| C资本集团成长ETFCGGR |
| 2.39% | 1.93% | $1,264.7万 | 26.8万股 | $932.6万 | 23.2万股 | +3.6万股+15.47% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 2.31% | 2.35% | $1,221.4万 | 26.5万股 | $1,132.8万 | 24.6万股 | +1.9万股+7.88% | 加仓 |
| AAvantis·U SAVUV |
| 2.12% | 1.89% | $1,122.7万 | 9.0万股 | $912.3万 | 8.3万股 | +7,401股+8.96% | 加仓 |
| A美国世纪ETF信托AVLV |
| 1.97% | 1.84% | $1,042.3万 | 11.4万股 | $886.4万 | 11.0万股 | +4,320股+3.93% | 加仓 |
| V先锋领航·MIDVO |
| 1.9% | 1.76% | $1,008.2万 | 12.5万股 | $847.8万 | 3.0万股 | +9.6万股+323.87% | 加仓 |
| G高盛ETF信托GINC |
| 1.37% | 1.06% | $727.2万 | 13.1万股 | $510.8万 | 10.2万股 | +2.9万股+28.21% | 加仓 |
 微软MSFT |
| 1.37% | 1.49% | $726.5万 | 1.9万股 | $720.3万 | 1.9万股 | +18股+0.09% | 加仓 |
 苹果AAPL |
| 1.34% | 1.28% | $709.5万 | 2.5万股 | $617.9万 | 2.4万股 | +172股+0.71% | 加仓 |
 特斯拉TSLA |
| 1.33% | 1.11% | $704.3万 | 1.7万股 | $534.6万 | 1.4万股 | +2,364股+16.44% | 加仓 |
| PPIMCO太平洋投资管理ETFBILZ |
| 1.33% | 1.51% | $703.2万 | 7.0万股 | $730.3万 | 7.2万股 | -2,659股-3.68% | 减仓 |
 英伟达NVDA |
| 1.19% | 1.13% | $632.2万 | 3.2万股 | $544.4万 | 3.1万股 | +383股+1.23% | 加仓 |
| PPIMCO太平洋投资管理ETFMINO |
| 1.17% | 1.22% | $620.8万 | 13.6万股 | $588.4万 | 13.0万股 | +5,401股+4.15% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.14% | 1.17% | $602.1万 | 3.8万股 | $565.3万 | 3.8万股 | -68股-0.18% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.95% | 0.88% | $501.9万 | 8.4万股 | $423.6万 | 7.8万股 | +5,713股+7.29% | 加仓 |
| G通用动力VTI |
| 0.86% | 0.82% | $457.8万 | 1.2万股 | $394.4万 | 1.2万股 | +78股+0.63% | 加仓 |
| TTCW ETF TRUST TRANSFORM SYSTEMPWRD |
| 0.84% | 0.63% | $443.1万 | 3.6万股 | $303.8万 | 3.1万股 | +4,962股+15.97% | 加仓 |
| G高盛ETF信托GINC |
| 0.6% | 0.46% | $317.0万 | 5.3万股 | $223.0万 | 4.5万股 | +8,394股+18.63% | 加仓 |
| J骏利Detroit策略信托VNLA |
| 0.59% | 0.56% | $312.6万 | 6.4万股 | $269.2万 | 5.5万股 | +8,871股+16.10% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.4% | 0.2% | $214.1万 | 3.5万股 | $95.0万 | 1.7万股 | +1.8万股+103.51% | 加仓 |
 雪佛龙CVX |
| 0.4% | 0.55% | $210.5万 | 1.3万股 | $267.0万 | 1.3万股 | -207股-1.60% | 减仓 |
| V先锋领航指数基金VB |
| 0.4% | 0.38% | $210.4万 | 6,941股 | $182.6万 | 6,972股 | -31股-0.44% | 减仓 |
| BBANK OF AMERBAC |
| 0.39% | 0.36% | $207.1万 | 3.6万股 | $174.5万 | 3.6万股 | +546股+1.53% | 加仓 |
| C资本集团股息价值CCBG |
| 0.38% | 0.37% | $202.3万 | 4.1万股 | $180.5万 | 4.2万股 | -1,369股-3.23% | 减仓 |
| I景顺QQQ信托VOO |
| 0.37% | 0.33% | $197.7万 | 2,684股 | $160.2万 | 2,776股 | -92股-3.31% | 减仓 |
| IiShares黄金信托IAU |
| 0.37% | 0.49% | $194.5万 | 2.6万股 | $237.6万 | 2.7万股 | -1,191股-4.42% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.37% | 0.38% | $194.0万 | 8,200股 | $183.6万 | 8,539股 | -339股-3.97% | 减仓 |
 摩根大通JPM |
| 0.35% | 0.35% | $186.7万 | 5,703股 | $168.1万 | 5,714股 | -11股-0.19% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.38% | $184.1万 | 3,680股 | $183.2万 | 3,823股 | -143股-3.74% | 减仓 |
 英特尔INTC |
| 0.35% | 0.13% | $183.7万 | 1.3万股 | $62.1万 | 1.4万股 | -917股-6.52% | 减仓 |
| S道富SPYV |
| 0.33% | 0.35% | $176.1万 | 2.9万股 | $167.6万 | 3.0万股 | -659股-2.22% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.33% | 0.38% | $174.0万 | 2,330股 | $184.4万 | 2,835股 | -505股-17.81% | 减仓 |
 沃尔玛WMT |
| 0.32% | 0.39% | $167.7万 | 1.5万股 | $186.0万 | 1.5万股 | -157股-1.05% | 减仓 |
 AVANTIS INTLNGG |
| 0.3% | 0.27% | $157.8万 | 1.8万股 | $131.0万 | 1.5万股 | +2,253股+14.59% | 加仓 |
 亚马逊AMZN |
| 0.28% | 0.25% | $150.6万 | 6,320股 | $121.2万 | 5,820股 | +500股+8.59% | 加仓 |
| PPUTNAM ETF TRUSTFTCA |
| 0.26% | 0.28% | $138.4万 | 18.7万股 | $135.8万 | 18.7万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.24% | 0.19% | $128.7万 | 1,208股 | $90.3万 | 1,275股 | -67股-5.25% | 减仓 |
