| J骏利亨德森JAAA |
| 13.35% | 13.73% | $4,598.8万 | 92.3万股 | $4,222.3万 | 85.3万股 | +7.0万股+8.17% | 加仓 |
| F第一信托交易所交易基金VIFIXD |
| 9.62% | 10.41% | $3,313.2万 | 75.0万股 | $3,200.5万 | 71.0万股 | +4.0万股+5.61% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 7.65% | 7.88% | $2,637.4万 | 30.2万股 | $2,423.6万 | 29.8万股 | +3,706股+1.24% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 7.22% | 8.22% | $2,489.0万 | 45.0万股 | $2,527.7万 | 46.3万股 | -1.3万股-2.83% | 减仓 |
| IiShares安硕信托DGRO |
| 6.51% | 7.09% | $2,244.9万 | 43.6万股 | $2,181.6万 | 43.6万股 | -756股-0.17% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 6.49% | 7.15% | $2,235.5万 | 47.5万股 | $2,197.8万 | 49.0万股 | -1.5万股-3.10% | 减仓 |
| F第一信托·USTFVD |
| 5.6% | 6.46% | $1,928.0万 | 48.1万股 | $1,986.5万 | 49.5万股 | -1.4万股-2.78% | 减仓 |
| PPROCORE TECHNOLOGIESPCOR |
| 3.54% | 0.89% | $1,218.7万 | 18.7万股 | $274.2万 | 4.4万股 | +14.4万股+327.79% | 加仓 |
 微软MSFT |
| 3.31% | 1.62% | $1,140.5万 | 3.3万股 | $497.8万 | 1.7万股 | +1.6万股+93.98% | 加仓 |
| IiShares安硕信托IVV |
| 3.2% | 3.49% | $1,101.1万 | 2.5万股 | $1,074.2万 | 2.6万股 | -1,425股-5.45% | 减仓 |
 苹果AAPL |
| 2.08% | 0.78% | $715.9万 | 3.7万股 | $241.0万 | 1.5万股 | +2.2万股+152.59% | 加仓 |
| V先锋领航指数基金VB |
| 1.78% | 1.83% | $614.2万 | 3.1万股 | $562.3万 | 3.0万股 | +1,220股+4.11% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.57% | 1.7% | $540.7万 | 16.6万股 | $524.0万 | 16.3万股 | +3,043股+1.87% | 加仓 |
| V先锋领航·MIDVO |
| 1.32% | 1.67% | $453.4万 | 2.1万股 | $514.0万 | 2.4万股 | -3,775股-15.49% | 减仓 |
| G通用动力VTI |
| 1.23% | 0.5% | $425.0万 | 1.9万股 | $152.5万 | 7,469股 | +1.2万股+158.29% | 加仓 |
| F第一信托交易所交易基金FPX |
| 1.2% | 1.4% | $412.0万 | 4.7万股 | $431.6万 | 5.1万股 | -4,626股-9.01% | 减仓 |
| J骏利Detroit策略信托JMBS |
| 0.98% | 1.08% | $337.1万 | 7.4万股 | $333.4万 | 7.1万股 | +2,261股+3.17% | 加仓 |
| NNEW YORK LIFE INVESTMENTS ETHFXI |
| 0.86% | 1% | $294.8万 | 12.3万股 | $307.8万 | 13.3万股 | -1.0万股-7.78% | 减仓 |
| IiShares安硕IEMG |
| 0.77% | 0.59% | $265.2万 | 5.4万股 | $181.2万 | 3.7万股 | +1.7万股+44.90% | 加仓 |
| G高盛ETF信托GIGB |
| 0.71% | 0.76% | $246.1万 | 5.4万股 | $234.0万 | 5.1万股 | +3,260股+6.38% | 加仓 |
 iShares安硕·MBSACGL |
| 0.69% | 0.79% | $237.4万 | 2.5万股 | $243.9万 | 2.6万股 | -296股-1.15% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.68% | 0.75% | $235.6万 | 4.0万股 | $231.6万 | 3.9万股 | +1,526股+3.95% | 加仓 |
| IiShares安硕信托LQD |
| 0.67% | 0.71% | $232.3万 | 2.1万股 | $219.2万 | 2.0万股 | +1,480股+7.40% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.62% | 0.66% | $212.5万 | 3.7万股 | $201.7万 | 3.4万股 | +2,351股+6.82% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.55% | 0.62% | $189.3万 | 3.8万股 | $189.9万 | 3.8万股 | +160股+0.43% | 加仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 0.53% | 0.69% | $181.8万 | 6.3万股 | $211.2万 | 7.4万股 | -1.1万股-14.62% | 减仓 |
 亚马逊AMZN |
| 0.45% | 0.32% | $155.1万 | 1.2万股 | $99.3万 | 9,610股 | +2,288股+23.81% | 加仓 |
| IiShares安硕·COREIJR |
| 0.43% | 0.47% | $146.6万 | 1.5万股 | $145.0万 | 1.5万股 | -280股-1.87% | 减仓 |
| IiShares安硕·MORNINGSTAR MID-CAP ETFIMCB |
| 0.42% | 0.48% | $143.8万 | 2.3万股 | $148.0万 | 2.4万股 | -1,685股-6.90% | 减仓 |
 FIRST FINANCIALTHFF |
| 0.41% | 0.52% | $141.2万 | 3.6万股 | $161.3万 | 4.0万股 | -3,575股-9.04% | 减仓 |
| CCLEVELAND-CLIFFS NEWCLF |
| 0.4% | — | $138.6万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
 STAG INDUSTRIALSTAG |
| 0.36% | 0.4% | $122.4万 | 3.5万股 | $122.1万 | 3.5万股 | +355股+1.01% | 加仓 |
| IINNOVATE EQUITY ETFGINN |
| 0.35% | 0.4% | $121.9万 | 2.5万股 | $123.8万 | 2.7万股 | -1,863股-6.98% | 减仓 |
| V先锋领航指数基金VBK |
| 0.34% | 0.37% | $116.4万 | 5,067股 | $114.4万 | 5,284股 | -217股-4.11% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.33% | 0.37% | $113.2万 | 1.4万股 | $114.8万 | 1.4万股 | -276股-2.00% | 减仓 |
| IiShares安硕信托IEFA |
| 0.33% | 0.37% | $112.3万 | 1.7万股 | $112.4万 | 1.7万股 | -181股-1.08% | 减仓 |
| SSPDR行业精选信托XLRE |
| 0.3% | <0.01% | $103.1万 | 2.5万股 | $561 | 15股 | +2.5万股+164,053.33% | 加仓 |
 阿斯麦ASML |
| 0.24% | 0.14% | $83.1万 | 1,146股 | $44.0万 | 646股 | +500股+77.40% | 加仓 |
 英伟达NVDA |
| 0.24% | 0.15% | $82.4万 | 1,947股 | $47.6万 | 1,712股 | +235股+13.73% | 加仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 0.23% | 0.23% | $77.7万 | 1.8万股 | $70.8万 | 1.7万股 | +1,209股+7.00% | 加仓 |
 礼来LLY |
| 0.22% | 0.14% | $76.9万 | 1,639股 | $43.9万 | 1,279股 | +360股+28.15% | 加仓 |
 QUANTA SVCSPWR |
| 0.22% | 0.2% | $74.5万 | 3,792股 | $61.9万 | 3,715股 | +77股+2.07% | 加仓 |
 谷歌AGOOGL |
| 0.2% | 0.14% | $67.2万 | 5,615股 | $42.9万 | 4,140股 | +1,475股+35.63% | 加仓 |
 雪佛龙CVX |
| 0.19% | 0.2% | $64.8万 | 4,121股 | $60.8万 | 3,724股 | +397股+10.66% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.19% | 0.09% | $64.5万 | 2,742股 | $28.0万 | 1,371股 | +1,371股+100.00% | 加仓 |
| S嘉信策略信托SCHD |
| 0.19% | 0.24% | $64.5万 | 8,881股 | $74.7万 | 1.0万股 | -1,334股-13.06% | 减仓 |
| FFLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUNDNFRA |
| 0.18% | — | $63.7万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 台积电TSM |
| 0.18% | 0.07% | $61.1万 | 6,058股 | $22.0万 | 2,368股 | +3,690股+155.83% | 加仓 |
 好市多COST |
| 0.17% | 0.17% | $58.5万 | 1,087股 | $52.4万 | 1,055股 | +32股+3.03% | 加仓 |
| V先锋领航指数基金VOO |
| 0.17% | 0.18% | $58.3万 | 1,431股 | $54.5万 | 1,450股 | -19股-1.31% | 减仓 |
