| IiShares安硕信托AGG |
| 13.94% | 14.6% | $6,752.4万 | 68.2万股 | $6,470.0万 | 65.2万股 | +3.0万股+4.67% | 加仓 |
| G通用动力VTI |
| 9.57% | 8.9% | $4,635.1万 | 12.5万股 | $3,945.2万 | 12.3万股 | +2,282股+1.86% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 9.16% | 8.82% | $4,437.2万 | 28.3万股 | $3,909.3万 | 28.3万股 | +83股+0.03% | 加仓 |
| S嘉信·USSCHP |
| 5.86% | 6.17% | $2,839.8万 | 107.2万股 | $2,736.6万 | 102.8万股 | +4.3万股+4.20% | 加仓 |
| F富兰克林邓普顿ETF信托FLHY |
| 5.4% | 5.51% | $2,616.5万 | 107.7万股 | $2,440.3万 | 101.1万股 | +6.6万股+6.56% | 加仓 |
| I景顺交易所交易基金信托EQWL |
| 3.8% | 3.61% | $1,840.4万 | 14.3万股 | $1,601.2万 | 13.9万股 | +3,703股+2.67% | 加仓 |
| SSPDR行业精选信托XLRE |
| 3.54% | 3.51% | $1,716.7万 | 39.0万股 | $1,554.7万 | 38.1万股 | +9,127股+2.40% | 加仓 |
| F富兰克林·SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUNDFLBL |
| 3.06% | 3.03% | $1,482.6万 | 64.7万股 | $1,343.2万 | 58.4万股 | +6.3万股+10.77% | 加仓 |
| F富达Covington信托FDVV |
| 3.03% | 2.95% | $1,469.6万 | 24.4万股 | $1,306.7万 | 23.7万股 | +7,205股+3.05% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.93% | 3.09% | $1,419.9万 | 25.1万股 | $1,369.9万 | 24.2万股 | +9,704股+4.02% | 加仓 |
| V先锋领航白厅基金VYMI |
| 2.92% | 2.97% | $1,415.3万 | 14.4万股 | $1,314.8万 | 14.0万股 | +4,611股+3.31% | 加仓 |
| IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF |
| 2.87% | 2.96% | $1,388.4万 | 45.4万股 | $1,313.6万 | 43.6万股 | +1.8万股+4.10% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.23% | 2.26% | $1,080.5万 | 4.6万股 | $1,000.7万 | 4.7万股 | -871股-1.87% | 减仓 |
| IISHARES EMERGING MARKETS DIVIDEND ETFDVYE |
| 1.78% | 1.99% | $864.3万 | 26.8万股 | $879.9万 | 25.6万股 | +1.2万股+4.78% | 加仓 |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 1.72% | 1.62% | $831.8万 | 33.0万股 | $717.0万 | 28.9万股 | +4.1万股+14.26% | 加仓 |
| C资本集团固定收益ETF信托CGHM |
| 1.43% | 1.19% | $691.9万 | 26.8万股 | $525.2万 | 20.7万股 | +6.0万股+29.03% | 加仓 |
| F富兰克林·MUNICIPAL HIGH YIELD ETFFTMH |
| 1.29% | 1.26% | $622.9万 | 52.4万股 | $558.9万 | 48.5万股 | +4.0万股+8.16% | 加仓 |
 苹果AAPL |
| 1.22% | 1.14% | $592.5万 | 2.2万股 | $506.8万 | 2.0万股 | +2,135股+10.69% | 加仓 |
| B贝莱德·ETF TRUST IISHYM |
| 1.14% | 1.07% | $554.6万 | 24.7万股 | $476.3万 | 21.6万股 | +3.1万股+14.21% | 加仓 |
 高盛GS |
| 1.06% | 0.95% | $511.1万 | 6,968股 | $423.0万 | 5,000股 | +1,968股+39.36% | 加仓 |
| J摩根大通交易所交易基金JMHI |
| 0.9% | 1.22% | $436.0万 | 8.6万股 | $539.9万 | 10.8万股 | -2.2万股-20.52% | 减仓 |
| S嘉信策略信托SCHM |
| 0.81% | 0.76% | $391.7万 | 10.6万股 | $335.9万 | 10.8万股 | -2,248股-2.07% | 减仓 |
| DDBX ETF信托USSG |
| 0.79% | 0.82% | $382.6万 | 5.5万股 | $363.6万 | 6.1万股 | -5,850股-9.60% | 减仓 |
 博通AVGO |
| 0.78% | 0.7% | $379.5万 | 1.0万股 | $310.4万 | 1.0万股 | +16股+0.16% | 加仓 |
 微软MSFT |
| 0.76% | 0.78% | $366.9万 | 9,837股 | $346.3万 | 9,355股 | +482股+5.15% | 加仓 |
 英伟达NVDA |
| 0.69% | 0.65% | $332.3万 | 1.9万股 | $288.7万 | 1.9万股 | +165股+0.89% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.66% | 0.7% | $320.9万 | 5.4万股 | $310.3万 | 5.7万股 | -3,661股-6.38% | 减仓 |
 摩根大通JPM |
| 0.63% | 0.61% | $304.4万 | 9,298股 | $270.2万 | 9,186股 | +112股+1.22% | 加仓 |
| SSPDR道富系列信托HYMB |
| 0.55% | 0.7% | $268.4万 | 10.6万股 | $310.1万 | 12.5万股 | -2.0万股-15.61% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.47% | 0.49% | $229.5万 | 4,587股 | $219.1万 | 4,572股 | +15股+0.33% | 加仓 |
 谷歌AGOOGL |
| 0.47% | 0.42% | $227.2万 | 6,358股 | $184.1万 | 6,403股 | -45股-0.70% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 0.46% | 0.58% | $220.9万 | 4.4万股 | $258.8万 | 5.2万股 | -8,174股-15.79% | 减仓 |
 雷神技术RTX |
| 0.44% | 0.49% | $213.7万 | 1.1万股 | $217.8万 | 1.1万股 | -29股-0.26% | 减仓 |
 亚马逊AMZN |
| 0.44% | 0.4% | $212.7万 | 8,925股 | $177.5万 | 8,524股 | +401股+4.70% | 加仓 |
| IiShares安硕信托AOR |
| 0.41% | 0.39% | $198.2万 | 2.9万股 | $173.3万 | 2.7万股 | +1,594股+5.92% | 加仓 |
 埃克森美孚XOM |
| 0.39% | 0.54% | $189.5万 | 1.4万股 | $240.6万 | 1.4万股 | -325股-2.29% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.38% | 0.37% | $186.0万 | 4.1万股 | $165.3万 | 3.6万股 | +5,004股+13.89% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 0.38% | 0.35% | $182.4万 | 1.9万股 | $153.8万 | 1.6万股 | +3,166股+19.64% | 加仓 |
| IIBMIBM |
| 0.37% | 0.38% | $180.5万 | 6,417股 | $166.8万 | 6,880股 | -463股-6.73% | 减仓 |
| EEATON VANCE HIGH INCOME MUNICIPAL ETFEVYM |
| 0.35% | 0.4% | $168.4万 | 3.3万股 | $176.7万 | 3.6万股 | -2,537股-7.13% | 减仓 |
 VisaV |
| 0.35% | 0.32% | $167.8万 | 4,890股 | $143.8万 | 4,757股 | +133股+2.80% | 加仓 |
 艾伯维ABBV |
| 0.34% | 0.32% | $164.2万 | 6,526股 | $143.4万 | 6,594股 | -68股-1.03% | 减仓 |
 礼来LLY |
| 0.34% | 0.28% | $163.6万 | 1,364股 | $126.0万 | 1,370股 | -6股-0.44% | 减仓 |
 强生JNJ |
| 0.29% | 0.31% | $138.4万 | 5,449股 | $135.9万 | 5,559股 | -110股-1.98% | 减仓 |
 沃尔玛WMT |
| 0.27% | 0.32% | $130.0万 | 1.1万股 | $142.4万 | 1.1万股 | +23股+0.20% | 加仓 |
 思科CSCO |
| 0.27% | 0.2% | $129.7万 | 1.1万股 | $88.7万 | 1.1万股 | -396股-3.46% | 减仓 |
 默沙东MRK |
| 0.27% | 0.28% | $129.5万 | 1.0万股 | $122.0万 | 1.0万股 | -63股-0.62% | 减仓 |
 Meta平台META |
| 0.26% | 0.28% | $127.3万 | 2,260股 | $124.9万 | 2,183股 | +77股+3.53% | 加仓 |
 阿默普莱斯AMP |
| 0.25% | 0.27% | $123.1万 | 2,684股 | $120.0万 | 2,699股 | -15股-0.56% | 减仓 |
 GE航空GE |
| 0.25% | 0.21% | $122.8万 | 3,285股 | $93.6万 | 3,299股 | -14股-0.42% | 减仓 |
