| BBROOKFIELD WEALTH SO A FCLASS ABNT |
| 11.77% | 11.82% | $2.10亿 | 454.3万股 | $1.88亿 | 447.2万股 | +7.1万股+1.59% | 加仓 |
| AAPTUS DEFINED RISK ETFDRSK |
| 7.46% | 7.76% | $1.33亿 | 462.2万股 | $1.23亿 | 450.8万股 | +11.3万股+2.51% | 加仓 |
| S嘉信·USSCHX |
| 4.71% | 4.48% | $8,387.0万 | 285.0万股 | $7,108.4万 | 277.2万股 | +7.7万股+2.79% | 加仓 |
| V先锋领航指数基金VOO |
| 3.85% | 3.74% | $6,864.5万 | 10.0万股 | $5,933.0万 | 9.9万股 | +658股+0.66% | 加仓 |
| EETF系列解决方案OSCV |
| 3.7% | 3.82% | $6,591.0万 | 156.2万股 | $6,068.0万 | 153.9万股 | +2.4万股+1.54% | 加仓 |
| C资本集团股息价值CCBG |
| 3.55% | 3.37% | $6,320.0万 | 128.2万股 | $5,344.3万 | 125.5万股 | +2.6万股+2.07% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 3.04% | 3.11% | $5,422.2万 | 148.4万股 | $4,934.1万 | 146.1万股 | +2.3万股+1.59% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 3.03% | 2.77% | $5,394.6万 | 66.6万股 | $4,406.8万 | 64.5万股 | +2.0万股+3.12% | 加仓 |
 英伟达NVDA |
| 2.53% | 2.3% | $4,499.0万 | 20.8万股 | $3,659.8万 | 21.0万股 | -1,663股-0.79% | 减仓 |
| EEA SERIES TRUSTFRDM |
| 2.5% | 2.1% | $4,452.1万 | 61.0万股 | $3,341.2万 | 61.1万股 | -744股-0.12% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.34% | 2.32% | $4,175.9万 | 58.6万股 | $3,681.6万 | 57.5万股 | +1.2万股+2.01% | 加仓 |
| F第一信托交易所交易基金LQTI |
| 2.19% | 2.54% | $3,901.7万 | 202.1万股 | $4,030.0万 | 205.8万股 | -3.8万股-1.83% | 减仓 |
 苹果AAPL |
| 1.94% | 2.01% | $3,452.0万 | 12.5万股 | $3,185.2万 | 12.6万股 | -64股-0.05% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.63% | 1.82% | $2,899.0万 | 61.8万股 | $2,892.9万 | 61.4万股 | +3,113股+0.51% | 加仓 |
| G高盛ETF信托GSEW |
| 1.62% | 1.58% | $2,885.8万 | 30.6万股 | $2,511.4万 | 29.7万股 | +8,986股+3.03% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 1.38% | 1.36% | $2,466.2万 | 57.2万股 | $2,158.2万 | 54.7万股 | +2.4万股+4.44% | 加仓 |
| AAPTUS DRAWDOWN MANAGED EQUITY ETFADME |
| 1.32% | 1.29% | $2,356.8万 | 42.4万股 | $2,048.2万 | 41.4万股 | +9,173股+2.21% | 加仓 |
| EETF SERIES SOLUTIONS APTUS LARGE CAP ENHANCED YIELD ETFDUBS |
| 1.14% | 1.09% | $2,032.4万 | 48.8万股 | $1,729.2万 | 48.0万股 | +8,488股+1.77% | 加仓 |
| IiShares安硕信托IVV |
| 1.05% | 1% | $1,875.6万 | 2.5万股 | $1,591.1万 | 2.4万股 | +687股+2.82% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.94% | 0.96% | $1,680.6万 | 2.3万股 | $1,527.7万 | 2.3万股 | -986股-4.20% | 减仓 |
 博通AVGO |
| 0.9% | 0.72% | $1,603.6万 | 4.2万股 | $1,138.5万 | 3.7万股 | +5,667股+15.41% | 加仓 |
 谷歌AGOOGL |
| 0.9% | 0.84% | $1,598.6万 | 4.6万股 | $1,328.6万 | 4.6万股 | -105股-0.23% | 减仓 |
 微软MSFT |
| 0.86% | 0.95% | $1,531.4万 | 4.1万股 | $1,515.6万 | 4.1万股 | +110股+0.27% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.79% | 0.87% | $1,412.1万 | 28.0万股 | $1,385.2万 | 27.5万股 | +5,305股+1.93% | 加仓 |
| DDOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETFDBND |
| 0.79% | 0.89% | $1,399.6万 | 30.7万股 | $1,413.8万 | 30.9万股 | -1,625股-0.53% | 减仓 |
| IiShares安硕信托ITOT |
| 0.78% | 0.75% | $1,394.7万 | 8.5万股 | $1,187.5万 | 8.3万股 | +1,523股+1.83% | 加仓 |
 特斯拉TSLA |
| 0.78% | 0.75% | $1,394.4万 | 3.4万股 | $1,184.2万 | 3.2万股 | +2,342股+7.35% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.78% | 0.85% | $1,393.2万 | 33.8万股 | $1,346.7万 | 34.6万股 | -7,912股-2.29% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.78% | 0.84% | $1,386.9万 | 2.8万股 | $1,328.5万 | 2.8万股 | -9股-0.03% | 减仓 |
| AAPTUS ENHANCED YIELD ETFJUCY |
| 0.77% | 0.87% | $1,369.6万 | 62.3万股 | $1,381.0万 | 62.3万股 | -382股-0.06% | 减仓 |
| IiShares安硕信托EFV |
| 0.75% | 0.8% | $1,341.0万 | 17.5万股 | $1,272.6万 | 17.1万股 | +4,011股+2.34% | 加仓 |
 亚马逊AMZN |
| 0.75% | 0.75% | $1,337.9万 | 5.8万股 | $1,187.0万 | 5.7万股 | +819股+1.44% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.57% | 0.7% | $1,021.5万 | 18.1万股 | $1,112.1万 | 19.6万股 | -1.5万股-7.82% | 减仓 |
| S道富SPYM |
| 0.56% | 0.53% | $989.8万 | 11.3万股 | $842.3万 | 11.0万股 | +2,592股+2.36% | 加仓 |
 家得宝HD |
| 0.54% | 0.57% | $966.4万 | 2.8万股 | $910.6万 | 2.8万股 | +302股+1.09% | 加仓 |
 摩根大通JPM |
| 0.52% | 0.53% | $935.1万 | 2.9万股 | $841.1万 | 2.9万股 | -23股-0.08% | 减仓 |
 VisaV |
| 0.51% | 0.53% | $900.4万 | 2.8万股 | $843.1万 | 2.8万股 | +150股+0.54% | 加仓 |
| F富达·COMWLTH TRONEQ |
| 0.5% | 0.52% | $882.3万 | 8.5万股 | $825.1万 | 9.7万股 | -1.2万股-12.04% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.48% | 0.46% | $847.2万 | 3.9万股 | $728.7万 | 3.8万股 | +617股+1.62% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.43% | 0.43% | $774.5万 | 9.1万股 | $682.8万 | 8.9万股 | +2,042股+2.31% | 加仓 |
| G通用动力VTI |
| 0.43% | 0.41% | $770.5万 | 2.1万股 | $643.7万 | 2.0万股 | +759股+3.78% | 加仓 |
| PProShares信托SH |
| 0.43% | 0.47% | $769.8万 | 23.3万股 | $740.4万 | 19.5万股 | +3.8万股+19.42% | 加仓 |
| CColumbia Emerging Markets Ex-ChinaXCEM |
| 0.42% | 0.41% | $750.6万 | 14.2万股 | $647.9万 | 15.9万股 | -1.7万股-10.59% | 减仓 |
| C资本集团成长ETFCGGR |
| 0.41% | 0.41% | $730.9万 | 15.5万股 | $649.1万 | 16.2万股 | -6,659股-4.12% | 减仓 |
| EEA SERIES TRUSTBOXX |
| 0.4% | 0.43% | $718.4万 | 6.1万股 | $686.2万 | 5.9万股 | +2,351股+3.98% | 加仓 |
| I景顺QQQ信托VOO |
| 0.4% | 0.34% | $709.7万 | 9,634股 | $538.3万 | 9,326股 | +308股+3.30% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.38% | 0.36% | $685.4万 | 5.4万股 | $576.8万 | 5.3万股 | +1,045股+1.99% | 加仓 |
| LListed Funds Trust Horizon Kinetics Inflation Beneficiaries EtfINFL |
| 0.36% | 0.38% | $641.6万 | 12.9万股 | $607.6万 | 11.7万股 | +1.2万股+10.22% | 加仓 |
 沃尔玛WMT |
| 0.36% | 0.45% | $641.5万 | 5.7万股 | $711.2万 | 5.7万股 | -572股-1.00% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.34% | 0.33% | $608.5万 | 1.8万股 | $520.6万 | 1.8万股 | +236股+1.30% | 加仓 |
