| J摩根大通·CORE PLUS BOND ETFJCPB |
| 11.16% | 10.25% | $2,880.1万 | 61.4万股 | $2,910.3万 | 61.8万股 | -4,577股-0.74% | 减仓 |
| F第一信托交易所交易基金FTGS |
| 7.17% | 6.55% | $1,851.8万 | 50.0万股 | $1,861.3万 | 54.7万股 | -4.6万股-8.46% | 减仓 |
| V先锋领航债券指数基金BIV |
| 5.21% | 4.46% | $1,345.6万 | 17.5万股 | $1,267.5万 | 16.4万股 | +1.1万股+6.83% | 加仓 |
| I景顺QQQ信托VOO |
| 5.14% | 4.12% | $1,325.3万 | 1.8万股 | $1,170.2万 | 2.0万股 | -2,276股-11.23% | 减仓 |
| A美国世纪ETF信托AVLV |
| 5.05% | 4.46% | $1,302.4万 | 14.3万股 | $1,266.6万 | 15.7万股 | -1.4万股-9.12% | 减仓 |
| F第一信托交易所交易基金FTCB |
| 4.4% | 4.23% | $1,135.1万 | 54.4万股 | $1,200.6万 | 57.3万股 | -2.9万股-4.98% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 4.18% | 3.2% | $1,078.2万 | 13.3万股 | $908.1万 | 13.3万股 | +20股+0.02% | 加仓 |
| F第一信托交易所交易基金VIUCON |
| 3.89% | 3.53% | $1,005.2万 | 40.4万股 | $1,002.4万 | 40.5万股 | -685股-0.17% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 3.84% | 3.58% | $990.2万 | 19.6万股 | $1,018.1万 | 20.1万股 | -5,374股-2.67% | 减仓 |
| F第一信托·EXCHANGE-TRADED FD WCM INTL EQUITYWCMI |
| 3.31% | 2.82% | $853.6万 | 43.6万股 | $800.5万 | 47.7万股 | -4.1万股-8.62% | 减仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 3.19% | 3.35% | $823.3万 | 16.9万股 | $950.7万 | 18.7万股 | -1.8万股-9.59% | 减仓 |
| FFIRST TR EXCHANGE-TRADED FD IV INTERMEDIATE DURATION INVT GRADE CORPORATE ETFFIIG |
| 2.75% | 2.63% | $710.5万 | 34.3万股 | $747.7万 | 36.0万股 | -1.7万股-4.79% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 2.52% | 2% | $649.9万 | 1.6万股 | $569.2万 | 1.8万股 | -1,641股-9.05% | 减仓 |
| IiShares安硕信托IEFA |
| 2.41% | 1.85% | $621.3万 | 6.4万股 | $525.4万 | 5.8万股 | +6,298股+10.85% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 2.4% | 2.01% | $620.6万 | 14.4万股 | $570.1万 | 14.5万股 | -729股-0.50% | 减仓 |
| A美国世纪ETF信托AVXC |
| 2.22% | 1.5% | $573.6万 | 6.7万股 | $426.1万 | 6.3万股 | +3,968股+6.30% | 加仓 |
| F第一信托交易所交易基金FYC |
| 2.14% | 1.8% | $551.9万 | 4.1万股 | $511.3万 | 4.6万股 | -4,738股-10.27% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.81% | 1.72% | $466.7万 | 11.3万股 | $488.2万 | 12.5万股 | -1.2万股-9.72% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 1.62% | 1.49% | $417.7万 | 6.2万股 | $422.0万 | 6.6万股 | -4,228股-6.40% | 减仓 |
| F第一信托交易所交易基金VIILDR |
| 1.59% | 1.29% | $410.7万 | 10.5万股 | $367.8万 | 12.4万股 | -1.9万股-15.26% | 减仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 1.33% | 1.12% | $344.0万 | 7.1万股 | $318.4万 | 6.7万股 | +4,560股+6.85% | 加仓 |
 英伟达NVDA |
| 1.19% | 0.98% | $308.3万 | 1.5万股 | $277.4万 | 1.6万股 | -493股-3.10% | 减仓 |
| WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG |
| 0.82% | 0.61% | $211.6万 | 4.0万股 | $174.6万 | 3.6万股 | +4,138股+11.41% | 加仓 |
 苹果AAPL |
| 0.77% | 0.98% | $197.6万 | 6,830股 | $279.2万 | 1.1万股 | -4,171股-37.91% | 减仓 |
 亚马逊AMZN |
| 0.65% | 0.72% | $167.1万 | 7,009股 | $203.1万 | 9,752股 | -2,743股-28.13% | 减仓 |
 谷歌AGOOGL |
| 0.6% | 0.84% | $154.7万 | 4,329股 | $237.2万 | 8,248股 | -3,919股-47.51% | 减仓 |
 美光科技MU |
| 0.59% | — | $151.9万 | 1,316股 | $0 | 0股 | +1,316股 | 新买入 |
 沃尔玛WMT |
| 0.54% | 2.67% | $139.0万 | 1.2万股 | $759.2万 | 6.1万股 | -4.9万股-79.91% | 减仓 |
 Meta平台META |
| 0.51% | 0.77% | $131.8万 | 2,340股 | $219.1万 | 3,830股 | -1,490股-38.90% | 减仓 |
 摩根大通JPM |
| 0.46% | 0.77% | $117.9万 | 3,601股 | $218.5万 | 7,427股 | -3,826股-51.51% | 减仓 |
 礼来LLY |
| 0.45% | 0.28% | $114.9万 | 958股 | $78.8万 | 857股 | +101股+11.79% | 加仓 |
 泛林集团LRCX |
| 0.44% | 0.24% | $114.0万 | 2,630股 | $67.0万 | 3,135股 | -505股-16.11% | 减仓 |
 微软MSFT |
| 0.44% | 0.76% | $113.0万 | 3,031股 | $214.6万 | 5,797股 | -2,766股-47.71% | 减仓 |
 科磊KLAC |
| 0.42% | 0.25% | $109.0万 | 3,612股 | $71.0万 | 482股 | +3,130股+649.38% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.41% | 0.41% | $105.5万 | 2.9万股 | $116.1万 | 3.4万股 | -5,506股-16.01% | 减仓 |
 博通AVGO |
| 0.37% | 0.61% | $94.5万 | 2,501股 | $174.5万 | 5,637股 | -3,136股-55.63% | 减仓 |
 VisaV |
| 0.34% | 0.36% | $87.6万 | 2,553股 | $102.5万 | 3,390股 | -837股-24.69% | 减仓 |
 PIMCO·DYNAMIC INCOMEPDI |
| 0.3% | 0.29% | $77.7万 | 4.7万股 | $83.1万 | 4.9万股 | -2,074股-4.27% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.3% | 0.24% | $77.2万 | 5,612股 | $68.4万 | 5,957股 | -345股-5.79% | 减仓 |
 ExpediaEXPE |
| 0.29% | 0.29% | $74.0万 | 2,891股 | $81.4万 | 3,524股 | -633股-17.96% | 减仓 |
| S道富SPYM |
| 0.28% | 0.22% | $71.3万 | 8,111股 | $62.5万 | 8,167股 | -56股-0.69% | 减仓 |
 AIRBNB COM CL AABNB |
| 0.27% | — | $70.2万 | 4,908股 | $0 | 0股 | +4,908股 | 新买入 |
| R拉夫劳伦RL |
| 0.26% | 0.24% | $67.5万 | 1,681股 | $66.8万 | 1,941股 | -260股-13.40% | 减仓 |
| S嘉信策略信托SCHD |
| 0.26% | 0.19% | $66.9万 | 2.1万股 | $54.4万 | 1.8万股 | +3,361股+18.94% | 加仓 |
| F第一信托交易所交易基金VIFIXD |
| 0.26% | 0.25% | $66.0万 | 1.5万股 | $69.8万 | 1.6万股 | -870股-5.43% | 减仓 |
| AAPPLOVINAPP |
| 0.25% | 0.19% | $63.8万 | 1,239股 | $54.8万 | 1,378股 | -139股-10.09% | 减仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 0.24% | 0.18% | $61.7万 | 1.3万股 | $50.9万 | 1.2万股 | +1,167股+9.74% | 加仓 |
| V先锋领航指数基金VOO |
| 0.23% | 0.18% | $59.8万 | 871股 | $52.5万 | 877股 | -6股-0.68% | 减仓 |
 WINTRUST FINLWTFC |
| 0.23% | 0.16% | $59.4万 | 3,694股 | $45.4万 | 3,271股 | +423股+12.93% | 加仓 |
 康明斯CMI |
| 0.23% | 0.14% | $58.8万 | 825股 | $39.1万 | 727股 | +98股+13.48% | 加仓 |
