| J摩根大通交易所交易基金JEPQ |
| 11.22% | 10.91% | $4,142.5万 | 67.4万股 | $3,526.0万 | 63.5万股 | +3.9万股+6.13% | 加仓 |
| SSPDR道富指数基金SPDW |
| 9.51% | 9.16% | $3,510.9万 | 69.7万股 | $2,959.6万 | 64.8万股 | +4.8万股+7.47% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 8.44% | 8.86% | $3,117.8万 | 14.7万股 | $2,865.2万 | 14.9万股 | -2,759股-1.85% | 减仓 |
| S道富SPYM |
| 8.35% | 7.59% | $3,082.6万 | 35.1万股 | $2,453.2万 | 32.1万股 | +3.0万股+9.44% | 加仓 |
| S道富SPYV |
| 7.51% | 7.26% | $2,772.8万 | 45.6万股 | $2,348.2万 | 41.5万股 | +4.1万股+9.91% | 加仓 |
| IiShares安硕信托SGOV |
| 5.32% | 11.6% | $1,962.7万 | 19.5万股 | $3,748.5万 | 37.2万股 | -17.7万股-47.65% | 减仓 |
| IiShares安硕信托USMV |
| 5.16% | 5.66% | $1,904.2万 | 19.7万股 | $1,830.1万 | 19.7万股 | +82股+0.04% | 加仓 |
| SSPDR道富系列信托SPYG |
| 4.35% | 1.69% | $1,606.4万 | 13.5万股 | $545.8万 | 5.6万股 | +7.9万股+142.17% | 加仓 |
| SSPDR行业精选信托XLU |
| 4.07% | 5.25% | $1,503.3万 | 33.2万股 | $1,697.0万 | 37.0万股 | -3.8万股-10.34% | 减仓 |
| I景顺交易所交易基金IISPMO |
| 3.63% | — | $1,338.6万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
| SSPDR行业精选信托XLE |
| 3.27% | 0.48% | $1,206.5万 | 22.7万股 | $155.3万 | 2.5万股 | +20.2万股+796.36% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.77% | 2.01% | $652.0万 | 7.1万股 | $648.4万 | 7.1万股 | +394股+0.56% | 加仓 |
 苹果AAPL |
| 1.65% | 1.65% | $607.3万 | 2.1万股 | $533.3万 | 2.1万股 | -25股-0.12% | 减仓 |
| IiShares安硕信托IVV |
| 1.55% | 1.6% | $571.4万 | 7,630股 | $518.1万 | 7,931股 | -301股-3.80% | 减仓 |
| PPIMCO太平洋投资管理ETFLDUR |
| 1.3% | 1.47% | $481.3万 | 5.0万股 | $475.0万 | 5.0万股 | +763股+1.54% | 加仓 |
| A美国世纪ETF信托DXIV |
| 1.29% | 1.88% | $476.9万 | 6.9万股 | $607.3万 | 9.3万股 | -2.4万股-25.99% | 减仓 |
| IiShares安硕信托EFAV |
| 1.21% | 1.51% | $447.5万 | 5.1万股 | $488.5万 | 5.3万股 | -2,444股-4.57% | 减仓 |
| S道富SPSM |
| 1.14% | 0.85% | $419.3万 | 7.3万股 | $273.4万 | 5.7万股 | +1.6万股+28.52% | 加仓 |
| PPRINCIPAL U.S. MEGA-CAP ETFUSMC |
| 1.14% | 1.23% | $419.3万 | 5.7万股 | $396.5万 | 6.2万股 | -5,095股-8.26% | 减仓 |
| PPimco Active Bond ETFBOND |
| 1.04% | 1.17% | $382.7万 | 4.2万股 | $379.0万 | 4.1万股 | +439股+1.07% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.87% | 0.98% | $320.1万 | 12.1万股 | $315.8万 | 12.1万股 | +167股+0.14% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.82% | 0.65% | $301.1万 | 5.8万股 | $211.5万 | 4.5万股 | +1.3万股+28.95% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 0.79% | 0.79% | $292.5万 | 4.0万股 | $256.6万 | 4.2万股 | -1,391股-3.32% | 减仓 |
 迪尔DE |
| 0.77% | 0.78% | $285.5万 | 4,501股 | $253.5万 | 4,500股 | +1股+0.02% | 加仓 |
| IiShares安硕信托IUSV |
| 0.71% | 0.79% | $263.8万 | 2.4万股 | $255.3万 | 2.5万股 | -1,013股-4.06% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.7% | 0.66% | $258.8万 | 7,325股 | $212.8万 | 7,417股 | -92股-1.24% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.69% | 1.2% | $255.2万 | 2.5万股 | $388.1万 | 3.9万股 | -1.3万股-34.42% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.61% | 0.67% | $224.7万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.55% | 0.55% | $203.5万 | 8,539股 | $179.1万 | 8,599股 | -60股-0.70% | 减仓 |
 CASEYS GEN STORESCASY |
| 0.54% | 0.57% | $200.7万 | 2,525股 | $183.8万 | 2,524股 | +1股+0.04% | 加仓 |
 微软MSFT |
| 0.54% | 0.58% | $199.9万 | 5,360股 | $188.2万 | 5,083股 | +277股+5.45% | 加仓 |
 英伟达NVDA |
| 0.54% | 0.56% | $198.8万 | 9,934股 | $181.3万 | 1.0万股 | -459股-4.42% | 减仓 |
 好市多COST |
| 0.49% | 0.59% | $179.2万 | 1,915股 | $191.3万 | 1,920股 | -5股-0.26% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.48% | 0.53% | $178.3万 | 3,564股 | $172.7万 | 3,604股 | -40股-1.11% | 减仓 |
| SSPDR黄金信托GLD |
| 0.39% | 0.52% | $142.7万 | 3,873股 | $167.6万 | 3,896股 | -23股-0.59% | 减仓 |
| V先锋领航白厅基金VYMI |
| 0.36% | 0.13% | $133.1万 | 1.4万股 | $41.2万 | 4,373股 | +9,181股+209.95% | 加仓 |
| I景顺QQQ信托VOO |
| 0.35% | 0.28% | $129.6万 | 1,759股 | $90.2万 | 1,562股 | +197股+12.61% | 加仓 |
 礼来LLY |
| 0.33% | 0.29% | $120.4万 | 1,004股 | $95.1万 | 1,034股 | -30股-2.90% | 减仓 |
| V先锋领航指数基金VUG |
| 0.32% | 0.32% | $116.5万 | 1.4万股 | $103.5万 | 2,370股 | +1.1万股+470.51% | 加仓 |
 摩根大通JPM |
| 0.31% | 0.32% | $116.2万 | 3,550股 | $104.4万 | 3,549股 | +1股+0.03% | 加仓 |
 卡特彼勒CAT |
| 0.3% | 0.23% | $112.3万 | 1,054股 | $74.7万 | 1,054股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.3% | 0.28% | $111.7万 | 3,127股 | $91.2万 | 3,172股 | -45股-1.42% | 减仓 |
 AMD超威AMD |
| 0.26% | 0.11% | $94.6万 | 1,628股 | $34.1万 | 1,678股 | -50股-2.98% | 减仓 |
 VisaV |
| 0.25% | 0.25% | $94.0万 | 2,741股 | $81.9万 | 2,710股 | +31股+1.14% | 加仓 |
 应用材料AMAT |
| 0.24% | 0.13% | $90.0万 | 1,245股 | $42.6万 | 1,245股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.24% | 0.27% | $89.5万 | 8,319股 | $88.2万 | 8,312股 | +7股+0.08% | 加仓 |
 Meta平台META |
| 0.23% | 0.27% | $85.9万 | 1,524股 | $88.6万 | 1,549股 | -25股-1.61% | 减仓 |
| PPIMCO太平洋投资管理ETFPMBS |
| 0.22% | 0.26% | $81.5万 | 1.7万股 | $83.5万 | 1.7万股 | -333股-1.98% | 减仓 |
 ALLIANT ENERGY COMLNT |
| 0.2% | 0.21% | $73.7万 | 9,655股 | $69.3万 | 9,654股 | +1股+0.01% | 加仓 |
 万豪MAR |
| 0.17% | 0.17% | $62.6万 | 1,690股 | $55.3万 | 1,690股 | 00.00% | 持仓不变 |
