| DDimensional维度ETF信托DFAU |
| 14.01% | 13.68% | $4,215.4万 | 81.6万股 | $3,217.3万 | 71.3万股 | +10.2万股+14.37% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 10.9% | 0.2% | $3,279.9万 | 10.8万股 | $46.3万 | 1,947股 | +10.6万股+5,460.25% | 加仓 |
| A美国世纪ETF信托AVEM |
| 10.33% | 10.55% | $3,106.3万 | 32.2万股 | $2,481.7万 | 30.8万股 | +1.4万股+4.53% | 加仓 |
 AVANTIS INTLNGG |
| 9.63% | 11.27% | $2,895.5万 | 32.5万股 | $2,650.2万 | 31.2万股 | +1.2万股+3.92% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 8.41% | 11.49% | $2,529.1万 | 50.0万股 | $2,701.2万 | 53.4万股 | -3.4万股-6.30% | 减仓 |
| WWisdomTree信托DGRW |
| 7.74% | 8.75% | $2,328.2万 | 24.3万股 | $2,056.6万 | 23.4万股 | +9,359股+4.00% | 加仓 |
| C资本集团股息价值CCBG |
| 7.67% | 8.17% | $2,306.3万 | 46.8万股 | $1,921.8万 | 45.2万股 | +1.6万股+3.59% | 加仓 |
| IiShares安硕信托IVV |
| 7.15% | 8.04% | $2,151.3万 | 2.9万股 | $1,891.7万 | 2.9万股 | -234股-0.81% | 减仓 |
| NNYLI MACKAY DEFINEDTERM MUNI COMMMIN |
| 4.47% | 5.6% | $1,345.0万 | 55.6万股 | $1,316.9万 | 55.5万股 | +155股+0.03% | 加仓 |
| G通用动力VTI |
| 2.27% | 2.57% | $681.4万 | 1.8万股 | $603.2万 | 1.9万股 | -388股-2.06% | 减仓 |
| S道富SPYM |
| 1.42% | 1.61% | $428.1万 | 4.9万股 | $379.2万 | 5.0万股 | -824股-1.66% | 减仓 |
| TThe 2023 ETF Ser TR Eagle Cap Select Equity ETFEAGL |
| 1.01% | 1.22% | $303.7万 | 9.4万股 | $287.2万 | 9.4万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1% | 0.97% | $301.4万 | 1.0万股 | $228.5万 | 9,004股 | +1,412股+15.68% | 加仓 |
 英伟达NVDA |
| 0.94% | 0.76% | $281.3万 | 1.4万股 | $177.9万 | 1.0万股 | +3,860股+37.85% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.74% | 0.88% | $222.6万 | 4.4万股 | $206.4万 | 4.5万股 | -1,043股-2.31% | 减仓 |
| J摩根大通交易所交易基金BBAG |
| 0.72% | 0.91% | $215.2万 | 4.7万股 | $214.0万 | 4.6万股 | +483股+1.04% | 加仓 |
| IiShares安硕信托USMV |
| 0.71% | 0.91% | $213.1万 | 2.2万股 | $213.8万 | 2.3万股 | -967股-4.19% | 减仓 |
 博通AVGO |
| 0.71% | 0.75% | $212.3万 | 5,620股 | $175.5万 | 5,670股 | -50股-0.88% | 减仓 |
| IiShares安硕信托MTUM |
| 0.66% | 0.59% | $197.2万 | 5,752股 | $139.0万 | 5,793股 | -41股-0.71% | 减仓 |
| J摩根大通交易所交易基金BBMC |
| 0.54% | 0.61% | $163.6万 | 1.3万股 | $143.4万 | 1.3万股 | -362股-2.74% | 减仓 |
 微软MSFT |
| 0.5% | 0.68% | $149.2万 | 3,999股 | $160.3万 | 4,331股 | -332股-7.67% | 减仓 |
| SSPDR道富系列信托HYMB |
| 0.41% | 0.47% | $122.9万 | 4.8万股 | $111.3万 | 4.5万股 | +3,422股+7.63% | 加仓 |
| FFT VEST U.S. EQUITY BUFFER & DIGITAL RETURN ETF - APRILDGAP |
| 0.39% | — | $117.1万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 亚马逊AMZN |
| 0.39% | 0.4% | $115.9万 | 4,864股 | $94.1万 | 4,517股 | +347股+7.68% | 加仓 |
| F富兰克林邓普顿ETF信托FLIA |
| 0.35% | 0.44% | $105.9万 | 5.2万股 | $104.4万 | 5.2万股 | +152股+0.30% | 加仓 |
 可口可乐KO |
| 0.34% | 0.44% | $103.5万 | 1.3万股 | $103.2万 | 1.4万股 | -832股-6.13% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.29% | 0.3% | $88.0万 | 2,491股 | $70.5万 | 2,458股 | +33股+1.34% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.29% | 0.14% | $86.0万 | 1,993股 | $32.5万 | 1,978股 | +15股+0.76% | 加仓 |
 谷歌AGOOGL |
| 0.28% | 0.28% | $84.9万 | 2,377股 | $66.3万 | 2,306股 | +71股+3.08% | 加仓 |
 Meta平台META |
| 0.24% | 0.33% | $73.3万 | 1,301股 | $78.5万 | 1,372股 | -71股-5.17% | 减仓 |
 特斯拉TSLA |
| 0.23% | 0.2% | $70.4万 | 1,673股 | $47.4万 | 1,275股 | +398股+31.22% | 加仓 |
| F第一信托交易所交易基金VIFSEP |
| 0.23% | 0.27% | $68.7万 | 1.2万股 | $62.8万 | 1.2万股 | 00.00% | 持仓不变 |
| WWISDOMTREE U.S. EFFICIENT CORE FUNDNTSX |
| 0.22% | 0.35% | $67.6万 | 1.1万股 | $81.8万 | 1.6万股 | -4,233股-27.00% | 减仓 |
| IInnovator ETF信托DDFL |
| 0.21% | 0.33% | $64.3万 | 3.0万股 | $77.7万 | 3.8万股 | -7,547股-19.96% | 减仓 |
| S道富SPSM |
| 0.19% | 0.2% | $57.9万 | 1.0万股 | $46.2万 | 9,566股 | +480股+5.02% | 加仓 |
| IINNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JANUARYDDFJ |
| 0.18% | 0.22% | $54.4万 | 2.8万股 | $52.5万 | 2.8万股 | -471股-1.68% | 减仓 |
 美光科技MU |
| 0.17% | — | $52.2万 | 452股 | $0 | 0股 | +452股 | 新买入 |
| SSPDR道富指数基金SPEM |
| 0.16% | 0.19% | $49.1万 | 9,476股 | $45.3万 | 9,653股 | -177股-1.83% | 减仓 |
| F第一信托交易所交易基金VIDJAN |
| 0.16% | 0.19% | $48.3万 | 1.1万股 | $45.2万 | 1.1万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.16% | 0.13% | $46.9万 | 440股 | $30.1万 | 425股 | +15股+3.53% | 加仓 |
 礼来LLY |
| 0.15% | 0.14% | $46.5万 | 387股 | $32.1万 | 349股 | +38股+10.89% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.15% | 0.27% | $46.1万 | 1.7万股 | $64.4万 | 2.5万股 | -7,164股-29.17% | 减仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 0.15% | 0.19% | $45.9万 | 1.3万股 | $44.8万 | 1.3万股 | 00.00% | 持仓不变 |
| PPimco Active Bond ETFBOND |
| 0.15% | 0.27% | $45.1万 | 4,891股 | $62.7万 | 6,798股 | -1,907股-28.05% | 减仓 |
 奎斯特诊断DGX |
| 0.14% | — | $43.6万 | 2,055股 | $0 | 0股 | +2,055股 | 新买入 |
 摩根士丹利MS |
| 0.14% | 0.14% | $43.5万 | 2,080股 | $33.7万 | 2,045股 | +35股+1.71% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.14% | 0.14% | $42.8万 | 2,367股 | $33.7万 | 2,038股 | +329股+16.14% | 加仓 |
 艾伯维ABBV |
| 0.14% | 0.15% | $42.5万 | 1,688股 | $35.8万 | 1,647股 | +41股+2.49% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.14% | 0.16% | $42.4万 | 848股 | $38.4万 | 802股 | +46股+5.74% | 加仓 |
 埃克森美孚XOM |
| 0.14% | 0.21% | $41.7万 | 3,053股 | $49.7万 | 2,932股 | +121股+4.13% | 加仓 |
