| F富达·MERRIMACK STR TRFBND |
| 17.27% | 17.76% | $2,398.2万 | 52.7万股 | $2,139.5万 | 46.9万股 | +5.8万股+12.41% | 加仓 |
| F富达Covington信托FBCG |
| 16.14% | 13.53% | $2,241.0万 | 36.1万股 | $1,630.7万 | 32.5万股 | +3.5万股+10.90% | 加仓 |
| IiShares安硕信托IVV |
| 10.11% | 10.54% | $1,403.4万 | 1.9万股 | $1,269.9万 | 1.9万股 | -702股-3.61% | 减仓 |
| F富达Covington信托FENI |
| 5.58% | 5.27% | $774.9万 | 19.3万股 | $635.1万 | 17.1万股 | +2.2万股+13.10% | 加仓 |
| F富达Covington信托FDVV |
| 5.46% | 5.16% | $758.7万 | 12.6万股 | $621.8万 | 11.3万股 | +1.3万股+11.80% | 加仓 |
| IiShares安硕信托IEFA |
| 5.27% | 5.94% | $731.3万 | 7.6万股 | $715.2万 | 7.9万股 | -3,279股-4.15% | 减仓 |
| F富达Covington信托FDHY |
| 4.04% | 3.89% | $561.5万 | 11.5万股 | $468.2万 | 9.6万股 | +1.8万股+18.74% | 加仓 |
| IiShares安硕信托IWD |
| 2.47% | 2.59% | $343.3万 | 1.4万股 | $312.0万 | 1.5万股 | -443股-3.03% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.26% | 2.07% | $313.3万 | 9.3万股 | $249.9万 | 8.6万股 | +6,806股+7.93% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.12% | 3.79% | $294.1万 | 5.2万股 | $457.0万 | 8.1万股 | -2.9万股-35.41% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 2.12% | 2.48% | $293.8万 | 5.6万股 | $298.4万 | 5.7万股 | -711股-1.25% | 减仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 2.07% | 1.91% | $287.6万 | 7.1万股 | $230.6万 | 6.4万股 | +6,726股+10.49% | 加仓 |
| V先锋领航白厅基金VYMI |
| 2.03% | 1.87% | $281.7万 | 2.9万股 | $224.7万 | 2.4万股 | +4,843股+20.31% | 加仓 |
| IiShares安硕信托IFRA |
| 1.78% | 1.91% | $247.7万 | 3.9万股 | $230.7万 | 4.0万股 | -1,043股-2.59% | 减仓 |
 英伟达NVDA |
| 1.76% | 1.86% | $244.3万 | 1.2万股 | $224.0万 | 1.3万股 | -638股-4.97% | 减仓 |
| S嘉信策略信托SCHD |
| 1.55% | 1.48% | $215.8万 | 6.8万股 | $178.1万 | 5.8万股 | +1.0万股+17.24% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.52% | 1.6% | $210.6万 | 1.9万股 | $192.3万 | 2.0万股 | -682股-3.45% | 减仓 |
| V先锋领航指数基金VOO |
| 1.46% | 1.32% | $202.6万 | 2,950股 | $159.4万 | 2,667股 | +283股+10.61% | 加仓 |
 苹果AAPL |
| 1.34% | 1.43% | $186.6万 | 6,447股 | $171.8万 | 6,770股 | -323股-4.77% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.1% | 1.11% | $152.6万 | 5,078股 | $133.2万 | 5,371股 | -293股-5.46% | 减仓 |
| F富达Covington信托FSMD |
| 0.94% | 0.8% | $130.4万 | 2.5万股 | $96.4万 | 2.2万股 | +3,126股+14.51% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.92% | 0.92% | $127.7万 | 8,078股 | $110.7万 | 7,472股 | +606股+8.11% | 加仓 |
| F富达Covington信托FDEM |
| 0.76% | 0.64% | $106.2万 | 2.9万股 | $77.4万 | 2.5万股 | +4,710股+19.20% | 加仓 |
| IiShares安硕IEMG |
| 0.7% | 0.71% | $96.6万 | 1.2万股 | $85.4万 | 1.2万股 | -589股-4.81% | 减仓 |
 亚马逊AMZN |
| 0.68% | 0.71% | $94.2万 | 3,952股 | $85.8万 | 4,118股 | -166股-4.03% | 减仓 |
 特斯拉TSLA |
| 0.62% | 0.87% | $86.3万 | 2,052股 | $105.1万 | 2,827股 | -775股-27.41% | 减仓 |
| F富达Covington信托FBCV |
| 0.61% | 0.52% | $85.3万 | 2.1万股 | $62.7万 | 1.8万股 | +3,322股+18.51% | 加仓 |
| NNEOS ETF TRUSTQQQI |
| 0.6% | 0.62% | $83.5万 | 1.5万股 | $74.5万 | 1.5万股 | -282股-1.88% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.5% | 0.56% | $69.8万 | 934股 | $67.6万 | 1,039股 | -105股-10.11% | 减仓 |
 微软MSFT |
| 0.43% | 0.85% | $60.4万 | 1,619股 | $102.6万 | 2,771股 | -1,152股-41.57% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.42% | 0.43% | $59.0万 | 1,669股 | $51.5万 | 1,794股 | -125股-6.97% | 减仓 |
| BBANK OF AMERBAC |
| 0.42% | 0.45% | $58.7万 | 1.0万股 | $53.7万 | 1.1万股 | -712股-6.46% | 减仓 |
| FFIDELITY TACTICAL BND ETFFTBD |
| 0.42% | 0.45% | $58.6万 | 1.2万股 | $54.7万 | 1.1万股 | +757股+6.80% | 加仓 |
| F富达·MERRIMACK STR TRFLDB |
| 0.39% | 0.41% | $54.0万 | 1.1万股 | $49.0万 | 9,747股 | +1,022股+10.49% | 加仓 |
 谷歌AGOOGL |
| 0.39% | 0.36% | $53.6万 | 1,501股 | $43.7万 | 1,518股 | -17股-1.12% | 减仓 |
 联合健康UNH |
| 0.37% | 0.3% | $51.4万 | 1,236股 | $36.2万 | 1,337股 | -101股-7.55% | 减仓 |
| IiShares安硕信托AGG |
| 0.32% | 0.39% | $45.1万 | 4,556股 | $47.0万 | 4,733股 | -177股-3.74% | 减仓 |
| IiShares安硕信托HYG |
| 0.32% | 0.4% | $44.9万 | 5,611股 | $47.8万 | 6,014股 | -403股-6.70% | 减仓 |
 AMD超威AMD |
| 0.3% | — | $42.2万 | 726股 | $0 | 0股 | +726股 | 新买入 |
 泛林集团LRCX |
| 0.25% | — | $34.4万 | 795股 | $0 | 0股 | +795股 | 新买入 |
 礼来LLY |
| 0.24% | 0.2% | $33.4万 | 279股 | $24.6万 | 268股 | +11股+4.10% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.22% | 0.25% | $31.0万 | 619股 | $29.7万 | 619股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.22% | 0.28% | $30.8万 | 547股 | $34.2万 | 598股 | -51股-8.53% | 减仓 |
 美光科技MU |
| 0.22% | — | $30.5万 | 264股 | $0 | 0股 | +264股 | 新买入 |
 埃克森美孚XOM |
| 0.21% | 0.29% | $29.8万 | 2,178股 | $34.7万 | 2,048股 | +130股+6.35% | 加仓 |
| IiShares安硕信托SGOV |
| 0.21% | 0.19% | $28.7万 | 2,849股 | $22.7万 | 2,252股 | +597股+26.51% | 加仓 |
| G通用动力VTI |
| 0.18% | 0.18% | $25.5万 | 689股 | $21.1万 | 657股 | +32股+4.87% | 加仓 |
 摩根大通JPM |
| 0.17% | 0.17% | $23.1万 | 704股 | $20.9万 | 709股 | -5股-0.71% | 减仓 |
| SSANDISK COMSNDK |
| 0.17% | — | $23.0万 | 101股 | $0 | 0股 | +101股 | 新买入 |
 VertivVRT |
| 0.16% | — | $22.8万 | 680股 | $0 | 0股 | +680股 | 新买入 |
