| S嘉信策略信托SCHC |
| 6.63% | 6.91% | $5,645.7万 | 107.0万股 | $5,145.8万 | 105.2万股 | +1.8万股+1.75% | 加仓 |
| IiShares安硕信托IVV |
| 5.83% | 5.55% | $4,962.4万 | 6.6万股 | $4,134.2万 | 6.3万股 | +2,974股+4.70% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 5.79% | 5.78% | $4,929.8万 | 20.8万股 | $4,308.2万 | 20.0万股 | +8,016股+4.00% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 4.43% | 4.22% | $3,772.2万 | 30.4万股 | $3,144.3万 | 7.4万股 | +23.0万股+311.97% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 4.26% | 4.7% | $3,626.8万 | 43.9万股 | $3,501.8万 | 42.3万股 | +1.6万股+3.70% | 加仓 |
| I景顺QQQ信托VOO |
| 4.19% | 3.42% | $3,566.3万 | 4.8万股 | $2,549.1万 | 4.4万股 | +4,265股+9.66% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 3.85% | 4.06% | $3,282.2万 | 71.3万股 | $3,026.6万 | 65.7万股 | +5.6万股+8.49% | 加仓 |
| V先锋领航全球基金VGT |
| 3.47% | 2.86% | $2,954.1万 | 24.7万股 | $2,130.2万 | 3.1万股 | +21.7万股+709.56% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.54% | 3.03% | $2,163.2万 | 42.8万股 | $2,260.3万 | 44.7万股 | -1.9万股-4.22% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.31% | 1.87% | $1,970.0万 | 2.6万股 | $1,391.2万 | 2.1万股 | +4,988股+23.32% | 加仓 |
| IiShares安硕IEMG |
| 2.15% | 1.86% | $1,827.1万 | 22.1万股 | $1,388.0万 | 19.9万股 | +2.2万股+10.83% | 加仓 |
| AAvantis·U SAVUV |
| 2.08% | 1.89% | $1,766.8万 | 14.2万股 | $1,406.4万 | 12.7万股 | +1.4万股+11.24% | 加仓 |
 苹果AAPL |
| 1.98% | 1.99% | $1,683.3万 | 5.8万股 | $1,481.5万 | 5.8万股 | -202股-0.35% | 减仓 |
| V先锋领航白厅基金VYMI |
| 1.94% | 2.08% | $1,650.5万 | 16.8万股 | $1,547.7万 | 16.4万股 | +3,842股+2.34% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.87% | 2% | $1,588.4万 | 10.1万股 | $1,487.0万 | 10.0万股 | +111股+0.11% | 加仓 |
| V先锋领航指数基金VB |
| 1.56% | 1.49% | $1,324.3万 | 4.4万股 | $1,110.0万 | 4.2万股 | +1,309股+3.09% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 1.48% | 1.64% | $1,260.5万 | 23.6万股 | $1,225.1万 | 22.8万股 | +7,770股+3.41% | 加仓 |
 亚马逊AMZN |
| 1.44% | 1.43% | $1,229.9万 | 5.2万股 | $1,061.6万 | 5.1万股 | +631股+1.24% | 加仓 |
 谷歌AGOOGL |
| 1.43% | 1.36% | $1,217.0万 | 3.4万股 | $1,009.7万 | 3.5万股 | -1,060股-3.02% | 减仓 |
| V先锋领航指数基金VTV |
| 1.31% | 1.21% | $1,113.2万 | 5.1万股 | $901.1万 | 4.6万股 | +5,149股+11.21% | 加仓 |
 微软MSFT |
| 1.3% | 1.42% | $1,106.2万 | 3.0万股 | $1,054.2万 | 2.8万股 | +1,177股+4.13% | 加仓 |
| IiShares安硕信托IDV |
| 1.28% | 1.39% | $1,093.9万 | 26.4万股 | $1,035.9万 | 24.3万股 | +2.1万股+8.48% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.08% | 1.07% | $915.3万 | 1.8万股 | $798.6万 | 1.7万股 | +1,627股+9.76% | 加仓 |
| G高盛ETF信托GMUB |
| 0.96% | 0.84% | $821.4万 | 16.0万股 | $625.2万 | 12.3万股 | +3.7万股+30.14% | 加仓 |
 英伟达NVDA |
| 0.91% | 0.88% | $772.0万 | 3.9万股 | $655.5万 | 3.8万股 | +997股+2.65% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.9% | 1.01% | $769.5万 | 15.2万股 | $749.8万 | 15.0万股 | +1,853股+1.23% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.86% | 0.99% | $733.6万 | 13.0万股 | $740.1万 | 13.1万股 | -699股-0.54% | 减仓 |
| G通用动力VTI |
| 0.84% | 0.77% | $711.2万 | 1.9万股 | $574.9万 | 1.8万股 | +1,300股+7.25% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.79% | 0.85% | $673.0万 | 7.0万股 | $631.8万 | 7.1万股 | -1,434股-2.01% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.79% | 0.79% | $668.6万 | 19.2万股 | $585.3万 | 19.2万股 | +186股+0.10% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.78% | 0.95% | $663.7万 | 13.0万股 | $708.5万 | 13.9万股 | -8,843股-6.36% | 减仓 |
 Meta平台META |
| 0.76% | 0.88% | $650.3万 | 1.2万股 | $654.4万 | 1.1万股 | +107股+0.94% | 加仓 |
| IiShares安硕信托SGOV |
| 0.75% | 1.32% | $634.7万 | 6.3万股 | $983.6万 | 9.8万股 | -3.5万股-35.47% | 减仓 |
| V先锋领航·WELLINGTON FDVFVA |
| 0.74% | 0.76% | $633.7万 | 4.3万股 | $569.0万 | 4.2万股 | +427股+1.01% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.68% | 0.73% | $582.1万 | 5.8万股 | $540.8万 | 5.4万股 | +3,971股+7.38% | 加仓 |
 好市多COST |
| 0.67% | 0.83% | $574.3万 | 6,139股 | $615.0万 | 6,172股 | -33股-0.53% | 减仓 |
| SSPDR行业精选信托XLP |
| 0.65% | 0.7% | $554.0万 | 6.7万股 | $523.5万 | 6.4万股 | +2,828股+4.43% | 加仓 |
| J摩根大通交易所交易基金JPSE |
| 0.64% | 0.64% | $548.4万 | 9.1万股 | $476.7万 | 9.1万股 | +224股+0.25% | 加仓 |
| AALPS ETF信托AMLP |
| 0.58% | 0.38% | $495.0万 | 9.5万股 | $283.5万 | 5.4万股 | +4.2万股+77.26% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.58% | 0.61% | $494.0万 | 3.5万股 | $456.2万 | 3.6万股 | -1,636股-4.49% | 减仓 |
 COLUMBIA BKG SYSCOLB |
| 0.58% | 0.52% | $491.2万 | 15.3万股 | $390.3万 | 14.2万股 | +1.1万股+7.72% | 加仓 |
 博通AVGO |
| 0.55% | 0.55% | $467.1万 | 1.2万股 | $406.1万 | 1.3万股 | -754股-5.75% | 减仓 |
| IiShares安硕信托HDV |
| 0.52% | 0.53% | $444.3万 | 16.2万股 | $395.7万 | 2.9万股 | +13.3万股+455.97% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 0.52% | 0.54% | $442.1万 | 4.7万股 | $404.5万 | 4.2万股 | +4,371股+10.31% | 加仓 |
| SSPDR行业精选信托XLRE |
| 0.51% | 0.14% | $435.6万 | 9.9万股 | $107.3万 | 2.6万股 | +7.3万股+276.49% | 加仓 |
 VisaV |
| 0.49% | 0.47% | $413.8万 | 1.2万股 | $348.5万 | 1.2万股 | +531股+4.60% | 加仓 |
 摩根大通JPM |
| 0.47% | 0.47% | $398.7万 | 1.2万股 | $351.9万 | 1.2万股 | +217股+1.81% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 0.45% | 0.49% | $385.4万 | 7.6万股 | $361.3万 | 7.2万股 | +3,805股+5.26% | 加仓 |
 CrowdStrikeCRWD |
| 0.44% | 0.25% | $370.4万 | 4,854股 | $189.8万 | 4,862股 | -8股-0.16% | 减仓 |
| IiShares安硕信托GVI |
| 0.41% | 0.49% | $353.3万 | 3.3万股 | $366.2万 | 3.4万股 | -1,663股-4.82% | 减仓 |
