| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 3.41% | 3.31% | $5,577.4万 | 41.4万股 | $4,647.8万 | 39.7万股 | +1.7万股+4.38% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 3.08% | 3.04% | $5,046.0万 | 149.1万股 | $4,267.8万 | 146.5万股 | +2.6万股+1.78% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 2.4% | 2.67% | $3,934.0万 | 83.8万股 | $3,750.0万 | 79.7万股 | +4.2万股+5.22% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 2.4% | 2.12% | $3,931.1万 | 38.4万股 | $2,974.5万 | 37.8万股 | +6,124股+1.62% | 加仓 |
 苹果AAPL |
| 2.21% | 2.25% | $3,615.6万 | 12.5万股 | $3,165.7万 | 12.5万股 | +215股+0.17% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 2.09% | 2.59% | $3,416.8万 | 93.5万股 | $3,640.6万 | 107.8万股 | -14.3万股-13.24% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 2.03% | 2.05% | $3,316.2万 | 95.3万股 | $2,882.0万 | 94.5万股 | +7,736股+0.82% | 加仓 |
 英伟达NVDA |
| 1.92% | 1.93% | $3,148.6万 | 15.7万股 | $2,709.5万 | 15.5万股 | +1,999股+1.29% | 加仓 |
| S嘉信策略信托SCHF |
| 1.73% | 1.7% | $2,826.2万 | 102.0万股 | $2,387.3万 | 96.5万股 | +5.6万股+5.78% | 加仓 |
| S嘉信策略信托SCHD |
| 1.66% | 1.81% | $2,720.8万 | 85.8万股 | $2,538.1万 | 82.7万股 | +3.1万股+3.72% | 加仓 |
| I景顺QQQ信托VOO |
| 1.57% | 1.42% | $2,564.9万 | 3.5万股 | $1,997.1万 | 3.5万股 | +230股+0.66% | 加仓 |
| S嘉信策略信托SCHC |
| 1.54% | 1.72% | $2,514.1万 | 47.7万股 | $2,411.3万 | 49.3万股 | -1.6万股-3.30% | 减仓 |
| B贝莱德ETF信托DYNF |
| 1.5% | 1.44% | $2,445.6万 | 36.0万股 | $2,026.0万 | 34.8万股 | +1.1万股+3.26% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 1.46% | 1.49% | $2,396.4万 | 29.1万股 | $2,098.0万 | 27.7万股 | +1.3万股+4.87% | 加仓 |
| S嘉信策略信托SCHR |
| 1.44% | 1.61% | $2,359.7万 | 95.7万股 | $2,266.6万 | 91.0万股 | +4.7万股+5.16% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.42% | 1.48% | $2,324.0万 | 9.8万股 | $2,080.6万 | 9.7万股 | +1,472股+1.52% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.4% | 1.41% | $2,291.9万 | 18.5万股 | $1,980.6万 | 4.6万股 | +13.8万股+297.36% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.39% | 1.39% | $2,279.5万 | 78.7万股 | $1,952.1万 | 77.8万股 | +9,400股+1.21% | 加仓 |
| J摩根大通交易所交易基金BBAG |
| 1.27% | 1.33% | $2,072.3万 | 45.1万股 | $1,875.8万 | 40.6万股 | +4.5万股+10.98% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.26% | 1.33% | $2,062.1万 | 9.7万股 | $1,866.4万 | 9.7万股 | -331股-0.34% | 减仓 |
| J摩根大通交易所交易基金JGRO |
| 1.22% | 1.18% | $1,996.9万 | 20.3万股 | $1,653.3万 | 19.6万股 | +6,939股+3.55% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 1.21% | 1.22% | $1,977.3万 | 63.6万股 | $1,713.1万 | 61.5万股 | +2.1万股+3.36% | 加仓 |
| S道富SPYM |
| 1.19% | 0.78% | $1,947.5万 | 22.2万股 | $1,101.8万 | 14.4万股 | +7.8万股+53.95% | 加仓 |
| IInnovator ETF信托LOUP |
| 1.14% | 0.93% | $1,862.8万 | 18.9万股 | $1,303.2万 | 18.9万股 | -298股-0.16% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.04% | 1.08% | $1,705.5万 | 7.0万股 | $1,511.9万 | 7.0万股 | +596股+0.86% | 加仓 |
| SSTRATEGIC TRUSTRUNN |
| 1.03% | 1.11% | $1,686.4万 | 52.1万股 | $1,556.2万 | 48.3万股 | +3.7万股+7.75% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK |
| 1.02% | 0.83% | $1,667.9万 | 15.0万股 | $1,165.5万 | 14.7万股 | +2,986股+2.04% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 1% | 1.07% | $1,637.0万 | 35.5万股 | $1,504.1万 | 32.6万股 | +2.9万股+8.88% | 加仓 |
 微软MSFT |
| 0.96% | 1.1% | $1,576.0万 | 4.2万股 | $1,546.1万 | 4.2万股 | +484股+1.16% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.96% | 1.08% | $1,571.9万 | 27.8万股 | $1,512.2万 | 26.7万股 | +1.2万股+4.32% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.95% | 0.82% | $1,556.7万 | 5.1万股 | $1,157.7万 | 4.9万股 | +2,661股+5.46% | 加仓 |
 亚马逊AMZN |
| 0.92% | 0.9% | $1,507.3万 | 6.3万股 | $1,267.4万 | 6.1万股 | +2,389股+3.93% | 加仓 |
| S嘉信·USSCHA |
| 0.9% | 0.84% | $1,464.4万 | 40.5万股 | $1,177.5万 | 40.5万股 | +408股+0.10% | 加仓 |
| DDBX ETF信托DBEF |
| 0.87% | 0.96% | $1,427.9万 | 26.1万股 | $1,346.4万 | 27.3万股 | -1.1万股-4.10% | 减仓 |
| VVictory组合IISFLO |
| 0.84% | 0.88% | $1,368.9万 | 40.0万股 | $1,237.4万 | 41.2万股 | -1.2万股-2.86% | 减仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.72% | 0.72% | $1,182.7万 | 6.2万股 | $1,015.8万 | 6.0万股 | +2,023股+3.36% | 加仓 |
| IiShares安硕信托IWD |
| 0.71% | 0.73% | $1,159.1万 | 4.8万股 | $1,021.5万 | 4.8万股 | +1股+0.00% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.65% | 0.77% | $1,059.7万 | 2.1万股 | $1,082.4万 | 2.3万股 | -1,410股-6.24% | 减仓 |
| JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE |
| 0.64% | 0.61% | $1,050.8万 | 13.5万股 | $854.5万 | 12.8万股 | +6,679股+5.22% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.64% | 0.71% | $1,045.8万 | 20.7万股 | $999.3万 | 19.7万股 | +9,344股+4.73% | 加仓 |
| IInnovator ETF信托UAPR |
| 0.58% | 0.65% | $950.5万 | 27.1万股 | $915.2万 | 27.4万股 | -3,583股-1.31% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.57% | 0.55% | $935.9万 | 12.4万股 | $768.4万 | 10.2万股 | +2.2万股+21.74% | 加仓 |
| S道富SLYG |
| 0.56% | 0.53% | $916.0万 | 7.7万股 | $739.7万 | 7.7万股 | +336股+0.44% | 加仓 |
 谷歌AGOOGL |
| 0.56% | 0.51% | $915.5万 | 2.6万股 | $719.2万 | 2.5万股 | +608股+2.43% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.55% | 0.57% | $897.1万 | 12.6万股 | $795.4万 | 12.4万股 | +1,784股+1.44% | 加仓 |
| V先锋领航指数基金VOO |
| 0.53% | 0.45% | $865.9万 | 1.3万股 | $626.6万 | 1.0万股 | +2,123股+20.25% | 加仓 |
 博通AVGO |
| 0.52% | 0.49% | $853.1万 | 2.3万股 | $689.1万 | 2.2万股 | +318股+1.43% | 加仓 |
| IiShares安硕信托IVW |
| 0.52% | 0.49% | $844.9万 | 6.1万股 | $683.7万 | 6.0万股 | +994股+1.64% | 加仓 |
| IiShares安硕信托MTUM |
| 0.51% | 0.42% | $836.4万 | 2.4万股 | $587.0万 | 2.4万股 | -64股-0.26% | 减仓 |
| RRENAISSANCE IPO ETFIPO |
| 0.51% | 0.41% | $830.9万 | 14.0万股 | $579.3万 | 13.8万股 | +1,499股+1.08% | 加仓 |
