| V先锋领航指数基金VOO |
| 3.84% | 3.64% | $2.85亿 | 41.5万股 | $2.36亿 | 39.5万股 | +2.0万股+5.02% | 加仓 |
| I景顺QQQ信托VOO |
| 2.91% | 2.48% | $2.16亿 | 29.3万股 | $1.61亿 | 27.8万股 | +1.5万股+5.42% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 2.33% | 2.33% | $1.73亿 | 401.8万股 | $1.51亿 | 383.0万股 | +18.7万股+4.89% | 加仓 |
 苹果AAPL |
| 1.77% | 1.8% | $1.31亿 | 45.3万股 | $1.17亿 | 46.0万股 | -6,141股-1.34% | 减仓 |
| A美国世纪ETF信托AVEM |
| 1.54% | 1.43% | $1.14亿 | 118.2万股 | $9,249.5万 | 114.8万股 | +3.4万股+2.95% | 加仓 |
| F第一信托交易所交易基金VIUCON |
| 1.41% | 1.58% | $1.04亿 | 419.8万股 | $1.02亿 | 412.1万股 | +7.7万股+1.87% | 加仓 |
| IiShares安硕信托IVV |
| 1.33% | 1.24% | $9,913.5万 | 13.2万股 | $8,064.6万 | 12.3万股 | +8,913股+7.22% | 加仓 |
| IiShares安硕·COREIJH |
| 1.32% | 1.31% | $9,838.4万 | 127.6万股 | $8,492.9万 | 125.8万股 | +1.8万股+1.45% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 1.32% | 1.36% | $9,811.3万 | 268.6万股 | $8,835.2万 | 261.6万股 | +7.0万股+2.66% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.03% | 0.98% | $7,667.8万 | 10.3万股 | $6,323.0万 | 9.7万股 | +5,454股+5.61% | 加仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 1.02% | 1.11% | $7,609.7万 | 341.4万股 | $7,189.0万 | 321.8万股 | +19.6万股+6.09% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 1% | 0.94% | $7,397.9万 | 91.3万股 | $6,058.0万 | 88.7万股 | +2.5万股+2.87% | 加仓 |
| IiShares安硕信托IVW |
| 0.98% | 0.93% | $7,254.5万 | 52.7万股 | $6,026.7万 | 53.3万股 | -5,326股-1.00% | 减仓 |
| S道富SPYM |
| 0.93% | 0.88% | $6,900.6万 | 78.5万股 | $5,676.0万 | 74.2万股 | +4.4万股+5.89% | 加仓 |
| V先锋领航指数基金VUG |
| 0.89% | 0.82% | $6,617.4万 | 76.8万股 | $5,299.5万 | 12.1万股 | +64.7万股+533.14% | 加仓 |
 英伟达NVDA |
| 0.88% | 0.89% | $6,559.6万 | 32.8万股 | $5,763.5万 | 33.0万股 | -2,661股-0.81% | 减仓 |
| S嘉信策略信托SCHD |
| 0.88% | 0.91% | $6,514.2万 | 205.4万股 | $5,907.4万 | 192.5万股 | +12.9万股+6.69% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.85% | 0.92% | $6,279.9万 | 27.7万股 | $5,967.4万 | 28.3万股 | -6,039股-2.14% | 减仓 |
| G通用动力VTI |
| 0.81% | 0.8% | $6,017.3万 | 16.3万股 | $5,159.8万 | 16.1万股 | +1,771股+1.10% | 加仓 |
| F第一信托交易所交易基金FTCB |
| 0.81% | 0.9% | $5,992.3万 | 287.3万股 | $5,815.1万 | 277.4万股 | +9.9万股+3.57% | 加仓 |
 宝洁PG |
| 0.76% | 0.86% | $5,667.1万 | 38.6万股 | $5,593.6万 | 38.7万股 | -798股-0.21% | 减仓 |
 艾伯维ABBV |
| 0.75% | 0.77% | $5,577.9万 | 22.2万股 | $4,959.3万 | 22.8万股 | -6,363股-2.79% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.73% | 0.66% | $5,443.5万 | 76.4万股 | $4,307.5万 | 67.2万股 | +9.2万股+13.61% | 加仓 |
| S嘉信·USSCHX |
| 0.72% | 0.7% | $5,355.8万 | 182.0万股 | $4,567.4万 | 178.2万股 | +3.8万股+2.15% | 加仓 |
| C资本集团股息价值CCBG |
| 0.72% | 0.71% | $5,351.2万 | 108.6万股 | $4,608.5万 | 108.3万股 | +2,499股+0.23% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.71% | 0.77% | $5,259.9万 | 127.5万股 | $4,966.1万 | 127.5万股 | +476股+0.04% | 加仓 |
 AVANTIS INTLNGG |
| 0.71% | 0.71% | $5,237.0万 | 58.7万股 | $4,611.3万 | 54.4万股 | +4.4万股+8.02% | 加仓 |
 微软MSFT |
| 0.66% | 0.7% | $4,898.2万 | 13.1万股 | $4,517.6万 | 12.2万股 | +9,269股+7.59% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.64% | 0.62% | $4,760.3万 | 114.1万股 | $4,027.6万 | 109.6万股 | +4.5万股+4.12% | 加仓 |
 亚马逊AMZN |
| 0.59% | 0.61% | $4,417.2万 | 18.5万股 | $3,927.4万 | 18.9万股 | -3,256股-1.73% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.59% | 0.61% | $4,372.4万 | 18.5万股 | $3,942.1万 | 18.3万股 | +1,485股+0.81% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.59% | 0.54% | $4,366.8万 | 92.5万股 | $3,514.2万 | 87.4万股 | +5.1万股+5.80% | 加仓 |
| TTWO RDS SHARED TRSPCT |
| 0.58% | — | $4,320.2万 | 159.5万股 | $0 | 0股 | +159.5万股 | 新买入 |
| V先锋领航全球基金VGT |
| 0.55% | 0.47% | $4,105.7万 | 34.4万股 | $3,026.2万 | 4.3万股 | +30.0万股+692.02% | 加仓 |
| F第一信托交易所交易基金FTCS |
| 0.55% | 0.63% | $4,103.2万 | 43.7万股 | $4,078.7万 | 44.0万股 | -2,817股-0.64% | 减仓 |
| TTWO RDS SHARED TRLOTI |
| 0.55% | 0.57% | $4,060.5万 | 156.1万股 | $3,672.9万 | 143.6万股 | +12.5万股+8.71% | 加仓 |
 卡特彼勒CAT |
| 0.54% | 0.41% | $4,044.1万 | 3.8万股 | $2,654.5万 | 3.7万股 | +509股+1.36% | 加仓 |
| F第一信托交易所交易基金FYC |
| 0.54% | 0.45% | $4,022.3万 | 30.2万股 | $2,936.4万 | 26.5万股 | +3.7万股+13.88% | 加仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 0.52% | 0.52% | $3,856.2万 | 101.6万股 | $3,340.0万 | 97.1万股 | +4.5万股+4.66% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.49% | 0.47% | $3,607.7万 | 93.0万股 | $3,036.7万 | 86.7万股 | +6.3万股+7.32% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 0.48% | 0.56% | $3,578.7万 | 71.9万股 | $3,639.2万 | 73.1万股 | -1.2万股-1.60% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.48% | 0.54% | $3,557.2万 | 78.2万股 | $3,485.3万 | 76.4万股 | +1.8万股+2.35% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.45% | 0.43% | $3,369.7万 | 116.4万股 | $2,807.1万 | 111.8万股 | +4.5万股+4.04% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 0.45% | 0.44% | $3,331.1万 | 46.1万股 | $2,877.5万 | 46.9万股 | -8,410股-1.79% | 减仓 |
 礼来LLY |
| 0.45% | 0.39% | $3,320.4万 | 2.8万股 | $2,529.5万 | 2.8万股 | +182股+0.66% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 0.43% | 0.5% | $3,186.7万 | 59.6万股 | $3,259.8万 | 60.6万股 | -1.1万股-1.75% | 减仓 |
| PPacer基金信托COWZ |
| 0.41% | 0.47% | $3,049.9万 | 49.0万股 | $3,040.6万 | 48.6万股 | +4,273股+0.88% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.39% | 0.44% | $2,922.3万 | 60.3万股 | $2,826.0万 | 58.8万股 | +1.5万股+2.60% | 加仓 |
| FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI |
| 0.39% | 0.37% | $2,864.0万 | 97.4万股 | $2,388.4万 | 93.5万股 | +3.9万股+4.21% | 加仓 |
 美光科技MU |
| 0.38% | 0.14% | $2,840.6万 | 2.5万股 | $933.8万 | 2.8万股 | -3,033股-10.97% | 减仓 |
