| F富达·COMWLTH TRONEQ |
| 7.4% | 6.72% | $5,487.7万 | 53.2万股 | $4,621.7万 | 54.4万股 | -1.3万股-2.32% | 减仓 |
| SSPDR标普500 ETFSPY |
| 5.44% | 7.28% | $4,030.5万 | 5.4万股 | $5,004.8万 | 7.7万股 | -2.3万股-29.87% | 减仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 4.9% | 3.24% | $3,631.6万 | 79.5万股 | $2,227.5万 | 51.6万股 | +27.8万股+53.86% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 4.36% | 4.22% | $3,232.6万 | 52.6万股 | $2,905.2万 | 52.3万股 | +2,695股+0.52% | 加仓 |
| V先锋领航指数基金VTV |
| 4.28% | 4.15% | $3,176.4万 | 14.6万股 | $2,851.2万 | 14.5万股 | +431股+0.30% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.68% | 3.79% | $2,728.3万 | 33.0万股 | $2,604.9万 | 31.5万股 | +1.5万股+4.86% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 3.56% | 2.75% | $2,637.8万 | 52.1万股 | $1,894.0万 | 37.9万股 | +14.2万股+37.44% | 加仓 |
| IiShares安硕信托AOR |
| 3.04% | 2.99% | $2,254.9万 | 32.4万股 | $2,059.1万 | 32.0万股 | +4,455股+1.39% | 加仓 |
| NNYLI MACKAY MUNI INTERMEDIATE ETFMMIT |
| 2.18% | 2.45% | $1,616.4万 | 66.4万股 | $1,686.3万 | 70.0万股 | -3.6万股-5.11% | 减仓 |
 苹果AAPL |
| 2.09% | 1.94% | $1,546.0万 | 5.3万股 | $1,334.4万 | 5.3万股 | +849股+1.61% | 加仓 |
| SSTATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETFONEY |
| 1.96% | 2.02% | $1,454.7万 | 11.4万股 | $1,387.4万 | 11.6万股 | -2,009股-1.74% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.87% | 0.64% | $1,389.2万 | 30.5万股 | $437.4万 | 9.6万股 | +21.0万股+218.53% | 加仓 |
| SSPDR行业精选信托XLF |
| 1.87% | 1.86% | $1,384.8万 | 25.8万股 | $1,282.2万 | 26.0万股 | -1,392股-0.54% | 减仓 |
| G通用动力VTI |
| 1.64% | 1.96% | $1,213.2万 | 3.3万股 | $1,350.9万 | 4.2万股 | -9,322股-22.14% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.44% | 1.44% | $1,067.5万 | 6.7万股 | $987.5万 | 6.7万股 | -67股-0.10% | 减仓 |
 英伟达NVDA |
| 1.44% | 1.44% | $1,066.6万 | 5.3万股 | $987.2万 | 5.7万股 | -3,300股-5.83% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.4% | 2.81% | $1,041.3万 | 8.4万股 | $1,935.2万 | 4.5万股 | +3.8万股+84.77% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.3% | 1.3% | $967.6万 | 6.1万股 | $892.3万 | 6.0万股 | +975股+1.62% | 加仓 |
| V先锋领航白厅基金VYMI |
| 1.24% | 1.24% | $918.1万 | 9.3万股 | $852.1万 | 9.0万股 | +3,079股+3.41% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 1.22% | 2.33% | $908.1万 | 7.1万股 | $1,604.4万 | 14.6万股 | -7.5万股-51.43% | 减仓 |
| SSPDR道富系列信托SJNK |
| 1.18% | 1.14% | $873.2万 | 34.9万股 | $785.1万 | 31.4万股 | +3.5万股+10.99% | 加仓 |
 应用材料AMAT |
| 1.1% | 0.57% | $815.2万 | 1.1万股 | $389.6万 | 1.1万股 | -124股-1.09% | 减仓 |
| IiShares安硕·COREIJH |
| 1.06% | 1.43% | $785.8万 | 10.2万股 | $986.0万 | 14.6万股 | -4.4万股-30.21% | 减仓 |
| V先锋领航·TOTALBND |
| 0.97% | 0.55% | $716.5万 | 9.8万股 | $378.1万 | 5.1万股 | +4.6万股+90.07% | 加仓 |
 礼来LLY |
| 0.95% | 0.75% | $706.8万 | 5,893股 | $514.8万 | 5,597股 | +296股+5.29% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 0.95% | 0.42% | $702.8万 | 14.1万股 | $285.8万 | 5.7万股 | +8.4万股+145.88% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.89% | 5.33% | $662.3万 | 11.7万股 | $3,664.3万 | 64.6万股 | -52.9万股-81.86% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.87% | 0.18% | $643.6万 | 4.9万股 | $124.8万 | 1.1万股 | +3.8万股+354.17% | 加仓 |
| IiShares安硕IEMG |
| 0.86% | 0.79% | $636.5万 | 7.7万股 | $541.1万 | 7.8万股 | -744股-0.96% | 减仓 |
 谷歌AGOOGL |
| 0.83% | 0.72% | $614.8万 | 1.7万股 | $493.4万 | 1.7万股 | +48股+0.28% | 加仓 |
 QUANTA SVCSPWR |
| 0.8% | 0.7% | $593.6万 | 8,244股 | $482.7万 | 8,793股 | -549股-6.24% | 减仓 |
| IiShares安硕信托IMCV |
| 0.8% | 0.76% | $589.8万 | 6.5万股 | $523.6万 | 6.2万股 | +2,790股+4.52% | 加仓 |
| IiShares安硕信托ICSH |
| 0.79% | — | $583.1万 | 11.5万股 | $0 | 0股 | +11.5万股 | 新买入 |
 FIFTH THIRD BANCORP COMFITB |
| 0.75% | — | $555.2万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 Arista网络ANET |
| 0.74% | 0.57% | $552.1万 | 3.2万股 | $390.6万 | 3.2万股 | +683股+2.15% | 加仓 |
 台积电TSM |
| 0.73% | 0.56% | $540.4万 | 1.1万股 | $384.5万 | 1.1万股 | -61股-0.54% | 减仓 |
 摩根大通JPM |
| 0.71% | 0.69% | $529.9万 | 1.6万股 | $471.4万 | 1.6万股 | +164股+1.02% | 加仓 |
| S道富SPYM |
| 0.69% | 0.59% | $508.3万 | 5.8万股 | $406.9万 | 5.3万股 | +4,679股+8.80% | 加仓 |
 微软MSFT |
| 0.66% | 0.68% | $490.4万 | 1.3万股 | $464.7万 | 1.3万股 | +594股+4.73% | 加仓 |
| V先锋领航指数基金VB |
| 0.65% | — | $480.8万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| V先锋领航·WELLINGTON FDVFVA |
| 0.62% | 0.61% | $461.4万 | 3.1万股 | $420.0万 | 3.1万股 | -118股-0.38% | 减仓 |
 Meta平台META |
| 0.61% | 0.65% | $449.0万 | 7,971股 | $444.1万 | 7,762股 | +209股+2.69% | 加仓 |
 好市多COST |
| 0.6% | 0.64% | $444.3万 | 4,750股 | $442.8万 | 4,444股 | +306股+6.89% | 加仓 |
| G高盛ETF信托GINC |
| 0.6% | 0.51% | $442.5万 | 8.0万股 | $348.4万 | 7.0万股 | +1.0万股+14.39% | 加仓 |
 迈威尔MRVL |
| 0.57% | 0.27% | $424.5万 | 1.4万股 | $186.1万 | 1.9万股 | -4,539股-24.16% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.56% | — | $412.1万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 0.51% | 0.43% | $378.5万 | 9,531股 | $296.9万 | 9,333股 | +198股+2.12% | 加仓 |
 特灵科技TT |
| 0.5% | 0.43% | $371.5万 | 7,563股 | $295.6万 | 7,094股 | +469股+6.61% | 加仓 |
 PALO ALTOPANW |
| 0.48% | 0.24% | $354.4万 | 1.0万股 | $163.4万 | 1.0万股 | +201股+1.97% | 加仓 |
 GE航空GE |
| 0.47% | 0.37% | $348.6万 | 9,329股 | $253.9万 | 8,948股 | +381股+4.26% | 加仓 |
