| S道富SPYM |
| 5.42% | 4.33% | $2,788.1万 | 31.7万股 | $1,841.8万 | 24.1万股 | +7.7万股+31.84% | 加仓 |
| J骏利亨德森JAAA |
| 2.68% | 1.82% | $1,379.6万 | 27.3万股 | $774.2万 | 15.4万股 | +12.0万股+77.78% | 加仓 |
| SSPDR道富系列信托SPYD |
| 2.53% | 1.44% | $1,302.9万 | 27.3万股 | $612.7万 | 13.5万股 | +13.8万股+102.89% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 2.53% | 1.95% | $1,299.8万 | 16.0万股 | $831.9万 | 12.2万股 | +3.9万股+31.61% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.96% | 1.41% | $1,010.4万 | 3.3万股 | $598.5万 | 2.5万股 | +8,161股+32.40% | 加仓 |
| S道富SPAB |
| 1.73% | 1.17% | $888.4万 | 34.8万股 | $500.0万 | 19.5万股 | +15.3万股+78.39% | 加仓 |
| IINVESCO INTERNATIONAL DEVELOPED DYNAMIC MULTIFACTOR ETFIMFL |
| 1.71% | 1.41% | $880.2万 | 25.6万股 | $601.2万 | 19.0万股 | +6.6万股+34.90% | 加仓 |
| C资本集团成长ETFCGGR |
| 1.58% | 1.43% | $813.4万 | 17.2万股 | $607.2万 | 15.1万股 | +2.1万股+14.05% | 加仓 |
| S嘉信策略信托SCHC |
| 1.38% | 1.53% | $709.4万 | 13.4万股 | $649.7万 | 13.3万股 | +1,673股+1.26% | 加仓 |
 苹果AAPL |
| 1.38% | 1.57% | $708.4万 | 2.4万股 | $667.0万 | 2.6万股 | -1,804股-6.86% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.34% | 0.77% | $689.0万 | 1.4万股 | $325.8万 | 6,799股 | +6,971股+102.53% | 加仓 |
| I景顺·TOTAL RETURN BOND ETFGTO |
| 1.29% | 0.99% | $662.1万 | 14.1万股 | $420.4万 | 9.0万股 | +5.1万股+57.37% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.23% | 1.28% | $635.3万 | 5.1万股 | $545.4万 | 1.3万股 | +3.8万股+300.00% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 1.23% | 1.62% | $631.7万 | 12.5万股 | $689.6万 | 13.7万股 | -1.2万股-8.41% | 减仓 |
 英伟达NVDA |
| 1.2% | 1.51% | $619.3万 | 3.1万股 | $641.9万 | 3.7万股 | -5,854股-15.91% | 减仓 |
| F第一信托交易所交易基金VIUCON |
| 1.15% | 1.07% | $592.3万 | 23.8万股 | $457.3万 | 18.5万股 | +5.3万股+28.95% | 加仓 |
| I景顺·S&PRWL |
| 1.13% | 2.12% | $581.6万 | 4.6万股 | $904.2万 | 7.9万股 | -3.3万股-42.15% | 减仓 |
| SSPDR道富系列信托BILS |
| 1.13% | 2.26% | $580.1万 | 5.8万股 | $962.0万 | 9.7万股 | -3.8万股-39.66% | 减仓 |
 摩根大通JPM |
| 0.99% | 0.82% | $511.0万 | 1.6万股 | $348.8万 | 1.2万股 | +3,754股+31.66% | 加仓 |
| I景顺交易所交易基金IIGOVI |
| 0.99% | 0.27% | $508.9万 | 18.7万股 | $115.6万 | 4.2万股 | +14.5万股+342.29% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.97% | 1.06% | $500.8万 | 7.2万股 | $451.3万 | 7.2万股 | -630股-0.87% | 减仓 |
| C资本集团固定收益ETF信托CGMS |
| 0.92% | 0.71% | $471.8万 | 17.3万股 | $302.2万 | 11.1万股 | +6.2万股+55.52% | 加仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 0.92% | 1.03% | $471.0万 | 9.7万股 | $437.1万 | 8.6万股 | +1.1万股+12.51% | 加仓 |
 卡特彼勒CAT |
| 0.91% | 0.76% | $467.4万 | 4,389股 | $323.4万 | 4,565股 | -176股-3.86% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.9% | 0.96% | $464.5万 | 10.5万股 | $406.7万 | 10.5万股 | +55股+0.05% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.89% | 0.97% | $459.2万 | 6,149股 | $412.7万 | 6,347股 | -198股-3.12% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.86% | 1.57% | $443.6万 | 1.8万股 | $668.6万 | 3.1万股 | -1.3万股-40.68% | 减仓 |
| C资本集团固定收益ETF信托CGMU |
| 0.83% | 1.15% | $428.1万 | 15.6万股 | $487.7万 | 18.0万股 | -2.4万股-13.26% | 减仓 |
| I景顺·BUYBACK ACHIEVERS ETFPKW |
| 0.81% | 0.91% | $418.1万 | 3.0万股 | $388.1万 | 3.0万股 | -57股-0.19% | 减仓 |
 谷歌AGOOGL |
| 0.81% | 1.25% | $417.2万 | 1.2万股 | $531.0万 | 1.8万股 | -6,791股-36.78% | 减仓 |
| IiShares安硕信托IVV |
| 0.81% | 0.74% | $414.7万 | 5,538股 | $316.3万 | 4,843股 | +695股+14.35% | 加仓 |
| JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE |
| 0.73% | 0.7% | $377.8万 | 4.8万股 | $297.8万 | 4.5万股 | +3,808股+8.54% | 加仓 |
| C资本集团固定收益ETF信托BANFP |
| 0.69% | 0.87% | $356.0万 | 13.5万股 | $369.1万 | 14.0万股 | -5,498股-3.91% | 减仓 |
 微软MSFT |
| 0.65% | 0.93% | $332.5万 | 8,915股 | $394.6万 | 1.1万股 | -1,744股-16.36% | 减仓 |
| IIBMIBM |
| 0.62% | 0.11% | $319.7万 | 1.1万股 | $47.1万 | 1,943股 | +9,426股+485.13% | 加仓 |
 沃尔玛WMT |
| 0.6% | 0.67% | $306.3万 | 2.7万股 | $287.0万 | 2.3万股 | +3,946股+17.09% | 加仓 |
 亚马逊AMZN |
| 0.6% | 0.77% | $306.2万 | 1.3万股 | $325.8万 | 1.6万股 | -2,796股-17.87% | 减仓 |
| AAvantis·U SAVUV |
| 0.59% | 0.05% | $302.8万 | 2.4万股 | $22.7万 | 2,053股 | +2.2万股+1,082.08% | 加仓 |
 VanEck ETF信托XMPT |
| 0.58% | 0.57% | $300.9万 | 13.5万股 | $243.9万 | 11.3万股 | +2.1万股+18.75% | 加仓 |
| IINVESCO AAA CLO FLOATINGRATE NOTE ETFICLO |
| 0.58% | 0.67% | $298.9万 | 11.7万股 | $283.3万 | 11.1万股 | +5,794股+5.22% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.58% | — | $298.9万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 0.58% | 0.58% | $296.8万 | 11.8万股 | $248.4万 | 10.0万股 | +1.8万股+17.67% | 加仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 0.56% | 0.6% | $289.8万 | 7.1万股 | $256.0万 | 7.1万股 | 00.00% | 持仓不变 |
| C资本集团股息价值CCBG |
| 0.56% | 0.65% | $289.6万 | 5.9万股 | $278.4万 | 6.5万股 | -6,689股-10.22% | 减仓 |
| F第一信托交易所交易基金MDIV |
| 0.56% | 0.45% | $287.5万 | 17.4万股 | $190.7万 | 11.8万股 | +5.6万股+47.53% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 0.56% | 0.1% | $286.9万 | 6.6万股 | $41.9万 | 1.1万股 | +5.6万股+526.50% | 加仓 |
| IINVESCO VARIABLE RATE INVESTMENT GRADE ETFVRIG |
| 0.56% | 1.05% | $285.9万 | 11.4万股 | $445.8万 | 17.8万股 | -6.4万股-35.96% | 减仓 |
 VanEck ETF信托MLN |
| 0.55% | 0.57% | $281.7万 | 15.8万股 | $240.9万 | 13.8万股 | +2.0万股+14.68% | 加仓 |
| I景顺QQQ信托VOO |
| 0.53% | 0.57% | $270.4万 | 5,166股 | $241.8万 | 4,189股 | +977股+23.32% | 加仓 |
| S道富SPYV |
| 0.52% | 0.61% | $268.3万 | 4.4万股 | $258.5万 | 4.6万股 | -1,549股-3.39% | 减仓 |
