| SSPDR标普500 ETFSPY |
| 41.78% | 44.01% | $6,781.8万 | 9.1万股 | $5,799.5万 | 8.9万股 | +1,638股+1.84% | 加仓 |
| I景顺交易所交易基金信托EQWL |
| 27.79% | 30.32% | $4,510.9万 | 35.0万股 | $3,995.7万 | 34.7万股 | +2,906股+0.84% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 5.61% | 6.18% | $910.5万 | 4.3万股 | $814.9万 | 4.2万股 | +335股+0.79% | 加仓 |
| V先锋领航指数基金VOO |
| 2.57% | 2.07% | $416.7万 | 6,067股 | $272.4万 | 4,558股 | +1,509股+33.11% | 加仓 |
| IiShares安硕信托AGG |
| 2.1% | 1.37% | $341.4万 | 3.4万股 | $180.2万 | 1.8万股 | +1.6万股+90.03% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.66% | 1.64% | $270.1万 | 3.3万股 | $216.7万 | 2.6万股 | +6,495股+24.80% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.4% | 0.46% | $227.9万 | 2.9万股 | $60.2万 | 7,595股 | +2.1万股+279.70% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.34% | 1.58% | $217.4万 | 4,344股 | $207.6万 | 4,333股 | +11股+0.25% | 加仓 |
| IiShares安硕信托IVV |
| 1.31% | 0.67% | $213.2万 | 2,847股 | $88.0万 | 1,347股 | +1,500股+111.36% | 加仓 |
| IiShares安硕信托IGIB |
| 1.24% | 0.22% | $201.2万 | 3.8万股 | $29.3万 | 5,505股 | +3.2万股+587.43% | 加仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.9% | 0.67% | $145.8万 | 2.3万股 | $88.5万 | 2.0万股 | +3,057股+15.63% | 加仓 |
| V先锋领航·TOTALBND |
| 0.68% | 0.27% | $110.2万 | 1.5万股 | $35.6万 | 4,840股 | +1.0万股+210.02% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 0.57% | 0.58% | $91.9万 | 2.0万股 | $76.9万 | 1.7万股 | +3,265股+19.55% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.5% | 0.59% | $81.5万 | 1.6万股 | $78.2万 | 1.5万股 | +669股+4.33% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 0.49% | 0.51% | $80.2万 | 1.9万股 | $67.4万 | 1.7万股 | +1,500股+8.78% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.49% | 0.57% | $79.0万 | 1.5万股 | $75.8万 | 1.5万股 | +501股+3.43% | 加仓 |
 摩根大通JPM |
| 0.38% | 0.28% | $62.4万 | 1,907股 | $37.1万 | 1,263股 | +644股+50.99% | 加仓 |
| IiShares安硕信托IWV |
| 0.38% | 0.42% | $61.2万 | 1,435股 | $55.4万 | 1,495股 | -60股-4.01% | 减仓 |
| IInnovator ETF信托PMAY |
| 0.33% | — | $54.1万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| I景顺交易所交易基金IISPHB |
| 0.32% | 0.28% | $51.6万 | 3,315股 | $36.4万 | 3,137股 | +178股+5.67% | 加仓 |
 BLACKSTONE SECD LENDINGBXSL |
| 0.29% | 0.29% | $47.3万 | 2.0万股 | $37.7万 | 1.6万股 | +4,068股+25.59% | 加仓 |
 苹果AAPL |
| 0.28% | 0.27% | $46.0万 | 1,589股 | $35.9万 | 1,413股 | +176股+12.46% | 加仓 |
 家得宝HD |
| 0.28% | 0.32% | $45.1万 | 1,278股 | $42.6万 | 1,294股 | -16股-1.24% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.28% | 0.34% | $44.8万 | 5,750股 | $45.1万 | 5,750股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.27% | 0.28% | $44.2万 | 1,184股 | $36.7万 | 991股 | +193股+19.48% | 加仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUN |
| 0.27% | — | $43.2万 | 9,996股 | $0 | 0股 | +9,996股 | 新买入 |
| J摩根大通交易所交易基金JEPI |
| 0.26% | 0.32% | $41.6万 | 7,369股 | $41.8万 | 7,383股 | -14股-0.19% | 减仓 |
| J摩根大通交易所交易基金JQUA |
| 0.24% | 0.14% | $39.2万 | 5,419股 | $18.5万 | 3,024股 | +2,395股+79.20% | 加仓 |
 亚马逊AMZN |
| 0.24% | 0.19% | $38.2万 | 1,603股 | $25.0万 | 1,202股 | +401股+33.36% | 加仓 |
| IiShares安硕信托HYBB |
| 0.22% | 0.2% | $36.2万 | 7,734股 | $26.5万 | 5,698股 | +2,036股+35.73% | 加仓 |
 高盛GS |
| 0.22% | 0.23% | $35.8万 | 354股 | $29.9万 | 354股 | 00.00% | 持仓不变 |
| IISHARES INVESTMENT GRADESYSTEMATIC BOND ETFIGEB |
| 0.22% | 0.18% | $35.1万 | 7,770股 | $24.2万 | 5,370股 | +2,400股+44.69% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.21% | 0.19% | $34.9万 | 4,078股 | $25.1万 | 3,258股 | +820股+25.17% | 加仓 |
| I景顺·BUYBACK ACHIEVERS ETFPKW |
| 0.21% | 0.23% | $34.4万 | 2,428股 | $30.5万 | 2,325股 | +103股+4.43% | 加仓 |
 可口可乐KO |
| 0.21% | 0.2% | $33.5万 | 4,125股 | $25.9万 | 3,402股 | +723股+21.25% | 加仓 |
| FFT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBERGDEC |
| 0.2% | 0.26% | $33.1万 | 8,304股 | $34.0万 | 9,194股 | -890股-9.68% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.2% | — | $32.0万 | 7,027股 | $0 | 0股 | +7,027股 | 新买入 |
 ARES CAPITALARCC |
| 0.19% | 0.22% | $30.1万 | 1.6万股 | $29.0万 | 1.6万股 | +198股+1.23% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.18% | 0.09% | $29.5万 | 5,000股 | $11.9万 | 2,000股 | +3,000股+150.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.17% | — | $28.0万 | 793股 | $0 | 0股 | +793股 | 新买入 |
| J骏利亨德森JAAA |
| 0.17% | 0.2% | $27.5万 | 5,447股 | $26.0万 | 5,153股 | +294股+5.71% | 加仓 |
| PPIMCO太平洋投资管理ETFHYS |
| 0.17% | — | $27.2万 | 2,910股 | $0 | 0股 | +2,910股 | 新买入 |
 MORGAN STANLEY DIRECT LENDING COM SHSMSDL |
| 0.16% | 0.18% | $26.7万 | 1.8万股 | $24.2万 | 1.7万股 | +297股+1.71% | 加仓 |
 摩根士丹利MS |
| 0.16% | 0.15% | $26.0万 | 1,242股 | $20.2万 | 1,230股 | +12股+0.98% | 加仓 |
 麦当劳MCD |
| 0.15% | 0.25% | $24.8万 | 916股 | $33.5万 | 1,077股 | -161股-14.95% | 减仓 |
 卡特彼勒CAT |
| 0.15% | 0.32% | $24.5万 | 230股 | $42.5万 | 600股 | -370股-61.67% | 减仓 |
| GGlobal X Mlp EtfMLPA |
| 0.15% | 0.2% | $24.4万 | 4,600股 | $26.1万 | 4,850股 | -250股-5.15% | 减仓 |
 沃尔玛WMT |
| 0.15% | — | $24.1万 | 2,130股 | $0 | 0股 | +2,130股 | 新买入 |
| IINVESCO EXCHANGE TRADED FD TR S&P500 EQL ENRRSPG |
| 0.15% | 0.2% | $23.6万 | 2,412股 | $26.7万 | 2,437股 | -25股-1.03% | 减仓 |
| IiShares安硕信托PFF |
| 0.14% | 0.16% | $23.0万 | 7,534股 | $20.8万 | 6,875股 | +659股+9.59% | 加仓 |
