| V先锋领航指数基金VOO |
| 27.2% | 25% | $3.95亿 | 57.6万股 | $3.31亿 | 55.5万股 | +2.1万股+3.81% | 加仓 |
| I景顺·S&PIDMO |
| 8.48% | 8.29% | $1.23亿 | 204.5万股 | $1.10亿 | 200.4万股 | +4.1万股+2.03% | 加仓 |
| IiShares安硕信托DGRO |
| 6.61% | 6.34% | $9,616.8万 | 126.9万股 | $8,399.4万 | 119.7万股 | +7.2万股+6.02% | 加仓 |
| IiShares安硕·S&PIUSG |
| 6.47% | 5.81% | $9,410.1万 | 50.0万股 | $7,703.5万 | 49.7万股 | +3,662股+0.74% | 加仓 |
| VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB |
| 6.22% | 4.76% | $9,037.6万 | 178.5万股 | $6,313.5万 | 124.8万股 | +53.7万股+43.03% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 4.92% | 4.56% | $7,159.8万 | 170.8万股 | $6,049.8万 | 166.8万股 | +4.0万股+2.42% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 4.07% | 4.03% | $5,914.6万 | 104.7万股 | $5,338.5万 | 94.2万股 | +10.5万股+11.18% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.81% | 1.73% | $2,627.2万 | 3.5万股 | $2,292.6万 | 3.5万股 | -72股-0.20% | 减仓 |
| F富兰克林·SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUNDFLBL |
| 1.78% | 1.8% | $2,585.4万 | 112.8万股 | $2,383.4万 | 103.6万股 | +9.2万股+8.86% | 加仓 |
| IiShares High Yield Systematic Bond ETFHYDB |
| 1.59% | <0.01% | $2,307.5万 | 49.3万股 | $9,397 | 202股 | +49.3万股+244,145.05% | 加仓 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 1.53% | — | $2,224.9万 | 13.1万股 | $0 | 0股 | +13.1万股 | 新买入 |
 苹果AAPL |
| 1.44% | 1.26% | $2,099.6万 | 7.3万股 | $1,674.9万 | 6.6万股 | +6,562股+9.94% | 加仓 |
 英伟达NVDA |
| 1.42% | 1.34% | $2,068.7万 | 10.3万股 | $1,774.2万 | 10.2万股 | +1,659股+1.63% | 加仓 |
| I景顺QQQ信托VOO |
| 0.91% | 0.78% | $1,326.2万 | 1.8万股 | $1,028.9万 | 1.8万股 | +189股+1.06% | 加仓 |
| F富达Covington信托FDVV |
| 0.87% | 0.85% | $1,270.8万 | 21.1万股 | $1,121.8万 | 20.3万股 | +7,694股+3.79% | 加仓 |
| F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI |
| 0.69% | 0.78% | $1,006.7万 | 24.8万股 | $1,032.2万 | 25.5万股 | -6,567股-2.58% | 减仓 |
 亚马逊AMZN |
| 0.68% | 0.6% | $992.5万 | 4.2万股 | $794.5万 | 3.8万股 | +3,495股+9.16% | 加仓 |
| F第一信托交易所交易基金FTHI |
| 0.66% | 0.65% | $960.0万 | 40.3万股 | $858.9万 | 37.4万股 | +2.8万股+7.55% | 加仓 |
 微软MSFT |
| 0.57% | 0.65% | $830.5万 | 2.2万股 | $866.0万 | 2.3万股 | -1,130股-4.83% | 减仓 |
 谷歌AGOOGL |
| 0.53% | 0.44% | $770.1万 | 2.2万股 | $586.9万 | 2.0万股 | +1,143股+5.60% | 加仓 |
| G通用动力VTI |
| 0.47% | 0.45% | $686.3万 | 1.9万股 | $597.8万 | 1.9万股 | -89股-0.48% | 减仓 |
| IiShares安硕信托IVV |
| 0.38% | 0.37% | $557.7万 | 7,447股 | $491.8万 | 7,527股 | -80股-1.06% | 减仓 |
| G高盛ETF信托GINC |
| 0.38% | — | $551.1万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.31% | 0.28% | $456.1万 | 1.3万股 | $365.3万 | 1.3万股 | +172股+1.35% | 加仓 |
 美光科技MU |
| 0.3% | 0.1% | $440.9万 | 3,820股 | $126.0万 | 3,728股 | +92股+2.47% | 加仓 |
 Meta平台META |
| 0.29% | 0.31% | $424.5万 | 7,536股 | $405.5万 | 7,090股 | +446股+6.29% | 加仓 |
| V先锋领航指数基金VTV |
| 0.29% | 0.29% | $417.1万 | 1.9万股 | $390.4万 | 2.0万股 | -752股-3.78% | 减仓 |
 特斯拉TSLA |
| 0.26% | 0.24% | $384.9万 | 9,151股 | $313.6万 | 8,434股 | +717股+8.50% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 0.26% | 0.25% | $383.6万 | 5.3万股 | $325.6万 | 5.3万股 | -30股-0.06% | 减仓 |
 摩根士丹利MS |
| 0.26% | 0.22% | $377.4万 | 1.8万股 | $296.6万 | 1.8万股 | +32股+0.18% | 加仓 |
| V先锋领航·MIDVO |
| 0.24% | 1.81% | $349.7万 | 4.3万股 | $2,404.2万 | 8.4万股 | -4.0万股-48.15% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.24% | 0.21% | $348.1万 | 6,957股 | $284.2万 | 5,931股 | +1,026股+17.30% | 加仓 |
 摩根大通JPM |
| 0.23% | 0.22% | $338.9万 | 1.0万股 | $289.0万 | 9,826股 | +528股+5.37% | 加仓 |
| F第一信托·USTCIBR |
| 0.23% | 0.17% | $331.7万 | 3.7万股 | $221.3万 | 3.5万股 | +1,612股+4.57% | 加仓 |
 博通AVGO |
| 0.22% | 0.19% | $317.9万 | 8,414股 | $248.0万 | 8,013股 | +401股+5.00% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.21% | 0.59% | $310.3万 | 5.0万股 | $777.0万 | 14.0万股 | -8.9万股-63.92% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.21% | 0.22% | $309.8万 | 4.3万股 | $290.7万 | 4.5万股 | -1,885股-4.16% | 减仓 |
 应用材料AMAT |
| 0.21% | 0.11% | $305.2万 | 4,221股 | $143.3万 | 4,194股 | +27股+0.64% | 加仓 |
 SYSCO COMSYY |
| 0.2% | 0.19% | $296.5万 | 3.5万股 | $252.7万 | 3.5万股 | +41股+0.12% | 加仓 |
 埃克森美孚XOM |
| 0.2% | 0.28% | $296.5万 | 2.2万股 | $370.8万 | 2.2万股 | -170股-0.78% | 减仓 |
| EETF系列解决方案QTUM |
| 0.2% | 0.14% | $291.4万 | 1.8万股 | $179.0万 | 1.7万股 | +936股+5.61% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.2% | 0.22% | $288.0万 | 6.3万股 | $289.8万 | 6.4万股 | -205股-0.32% | 减仓 |
 礼来LLY |
| 0.19% | 0.16% | $282.5万 | 2,355股 | $211.1万 | 2,293股 | +62股+2.70% | 加仓 |
| J骏利亨德森JAAA |
| 0.18% | 0.18% | $267.5万 | 5.3万股 | $232.2万 | 4.6万股 | +6,873股+14.91% | 加仓 |
 艾伯维ABBV |
| 0.18% | 0.16% | $264.9万 | 1.1万股 | $210.2万 | 9,666股 | +860股+8.90% | 加仓 |
| SSPDR道富指数基金SPGM |
| 0.17% | 0.1% | $248.9万 | 2.9万股 | $126.7万 | 1.7万股 | +1.2万股+73.62% | 加仓 |
 卡特彼勒CAT |
| 0.16% | 0.11% | $236.7万 | 2,223股 | $150.7万 | 2,128股 | +95股+4.46% | 加仓 |
 雷神技术RTX |
| 0.15% | 0.14% | $224.5万 | 1.2万股 | $189.6万 | 9,827股 | +2,006股+20.41% | 加仓 |
 ADPADP |
| 0.15% | 0.15% | $223.6万 | 9,984股 | $202.2万 | 9,954股 | +30股+0.30% | 加仓 |
 强生JNJ |
| 0.15% | 0.14% | $215.8万 | 8,496股 | $184.4万 | 7,544股 | +952股+12.62% | 加仓 |
