| EEA SERIES TRUSTTRIO |
| 6.35% | 7.79% | $1.22亿 | 183.9万股 | $1.10亿 | 182.2万股 | +1.7万股+0.94% | 加仓 |
| IiShares安硕·S&PIUSG |
| 3.71% | 3.1% | $7,117.5万 | 36.5万股 | $4,384.5万 | 28.3万股 | +8.2万股+29.16% | 加仓 |
| IiShares安硕信托IUSV |
| 3.56% | 3.2% | $6,825.7万 | 59.2万股 | $4,529.2万 | 44.3万股 | +14.9万股+33.62% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 3.34% | 2.21% | $6,413.0万 | 138.5万股 | $3,122.5万 | 66.3万股 | +72.1万股+108.75% | 加仓 |
| IiShares安硕信托IVV |
| 3% | 2.42% | $5,749.9万 | 7.4万股 | $3,419.6万 | 5.2万股 | +2.1万股+40.55% | 加仓 |
| IiShares安硕信托IEFA |
| 2.78% | 2.95% | $5,339.0万 | 52.8万股 | $4,167.5万 | 46.0万股 | +6.7万股+14.59% | 加仓 |
| V先锋领航指数基金VOO |
| 2.52% | 1.42% | $4,836.7万 | 6.8万股 | $2,010.2万 | 3.4万股 | +3.4万股+101.10% | 加仓 |
| F第一信托交易所交易基金FTCB |
| 2.39% | 1.47% | $4,587.2万 | 222.5万股 | $2,078.8万 | 99.2万股 | +123.3万股+124.30% | 加仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 2.39% | 2.68% | $4,579.5万 | 106.6万股 | $3,795.1万 | 106.6万股 | -350股-0.03% | 减仓 |
 英伟达NVDA |
| 2.25% | 2% | $4,316.4万 | 19.2万股 | $2,832.8万 | 16.2万股 | +2.9万股+17.95% | 加仓 |
| IiShares安硕·COREIJR |
| 2.17% | 2.12% | $4,166.1万 | 27.8万股 | $2,996.5万 | 24.1万股 | +3.7万股+15.44% | 加仓 |
 苹果AAPL |
| 2.12% | 1.84% | $4,071.7万 | 13.3万股 | $2,596.4万 | 10.2万股 | +3.1万股+30.38% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 2.03% | 1.88% | $3,895.1万 | 84.9万股 | $2,659.1万 | 57.7万股 | +27.2万股+47.09% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 1.88% | 2.52% | $3,617.5万 | 24.3万股 | $3,559.3万 | 28.4万股 | -4.1万股-14.48% | 减仓 |
| C资本集团固定收益ETF信托CGCB |
| 1.75% | 2.16% | $3,366.6万 | 129.7万股 | $3,054.0万 | 116.3万股 | +13.4万股+11.55% | 加仓 |
| I景顺QQQ信托VOO |
| 1.72% | 1.71% | $3,305.0万 | 4.5万股 | $2,413.1万 | 4.2万股 | +3,336股+7.98% | 加仓 |
| J摩根大通交易所交易基金JGRO |
| 1.66% | 0.17% | $3,176.6万 | 32.8万股 | $239.0万 | 2.8万股 | +30.0万股+1,059.66% | 加仓 |
| MMFS ACTIVE EXCHANGE TRADED FMFSG |
| 1.65% | 3.44% | $3,176.4万 | 103.0万股 | $4,863.2万 | 190.0万股 | -87.0万股-45.79% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.6% | 1.75% | $3,077.8万 | 12.5万股 | $2,470.9万 | 11.5万股 | +9,910股+8.63% | 加仓 |
| G高盛ETF信托GINC |
| 1.45% | 1.53% | $2,777.1万 | 49.0万股 | $2,159.7万 | 43.2万股 | +5.8万股+13.55% | 加仓 |
 亚马逊AMZN |
| 1.44% | 1.38% | $2,772.6万 | 10.5万股 | $1,949.5万 | 9.4万股 | +1.1万股+11.72% | 加仓 |
 微软MSFT |
| 1.32% | 1.22% | $2,534.3万 | 5.1万股 | $1,719.2万 | 4.6万股 | +4,561股+9.82% | 加仓 |
| IiShares安硕·COREIJH |
| 1.19% | 1.26% | $2,282.1万 | 29.1万股 | $1,787.5万 | 26.5万股 | +2.6万股+9.94% | 加仓 |
| VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB |
| 1.12% | 1.4% | $2,141.4万 | 42.4万股 | $1,983.1万 | 39.2万股 | +3.2万股+8.22% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.05% | 0.13% | $2,021.7万 | 44.9万股 | $183.4万 | 4.0万股 | +40.9万股+1,016.29% | 加仓 |
| J骏利亨德森JAAA |
| 0.92% | 1.21% | $1,756.8万 | 34.7万股 | $1,714.1万 | 34.0万股 | +7,026股+2.06% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.9% | 1.14% | $1,723.7万 | 2.2万股 | $1,617.0万 | 2.5万股 | -2,705股-10.88% | 减仓 |
| IiShares安硕信托AGG |
| 0.82% | 0.55% | $1,567.4万 | 16.0万股 | $773.5万 | 7.8万股 | +8.3万股+105.93% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.75% | 0.93% | $1,445.0万 | 23.9万股 | $1,310.3万 | 23.6万股 | +3,149股+1.33% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.72% | 0.04% | $1,378.6万 | 17.7万股 | $57.3万 | 8,363股 | +16.9万股+2,015.77% | 加仓 |
| TTR ACTIVEBETA US SMALL CAP EQUITY ETFGSSC |
| 0.71% | 0.79% | $1,369.8万 | 14.8万股 | $1,121.1万 | 15.0万股 | -2,090股-1.39% | 减仓 |
 谷歌AGOOGL |
| 0.66% | 0.63% | $1,260.2万 | 3.6万股 | $889.9万 | 3.1万股 | +5,437股+17.57% | 加仓 |
| V先锋领航指数基金VTV |
| 0.58% | 0.79% | $1,107.2万 | 4.9万股 | $1,117.6万 | 5.7万股 | -8,199股-14.39% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.57% | 0.56% | $1,088.0万 | 3.2万股 | $795.4万 | 2.8万股 | +3,904股+14.08% | 加仓 |
 CienaCIEN |
| 0.56% | 1.22% | $1,084.2万 | 2.4万股 | $1,725.7万 | 4.4万股 | -2.0万股-44.92% | 减仓 |
| C资本集团全球股票CGGE |
| 0.54% | 0.47% | $1,028.0万 | 28.6万股 | $666.5万 | 21.9万股 | +6.7万股+30.70% | 加仓 |
 CrowdStrikeCRWD |
| 0.53% | 0.09% | $1,023.6万 | 1.3万股 | $122.1万 | 3,128股 | +1.0万股+328.87% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 0.52% | — | $1,001.6万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
| V先锋领航指数基金VUG |
| 0.5% | 0.65% | $957.9万 | 10.7万股 | $914.4万 | 2.1万股 | +8.6万股+409.93% | 加仓 |
 摩根大通JPM |
| 0.49% | 0.4% | $949.5万 | 2.6万股 | $569.0万 | 1.9万股 | +6,805股+35.18% | 加仓 |
 强生JNJ |
| 0.45% | 0.53% | $862.7万 | 3.3万股 | $746.6万 | 3.1万股 | +2,374股+7.77% | 加仓 |
 PRICE T ROWE COMTROW |
| 0.45% | 0.38% | $862.4万 | 7.7万股 | $530.2万 | 5.9万股 | +1.9万股+31.73% | 加仓 |
 博通AVGO |
| 0.45% | 0.39% | $854.8万 | 2.0万股 | $551.2万 | 1.8万股 | +2,650股+14.88% | 加仓 |
 埃克森美孚XOM |
| 0.44% | 0.36% | $843.8万 | 5.3万股 | $514.7万 | 3.0万股 | +2.3万股+75.35% | 加仓 |
| C资本集团股息价值CCBG |
| 0.44% | 0.61% | $836.5万 | 16.3万股 | $857.5万 | 20.2万股 | -3.9万股-19.32% | 减仓 |
| V先锋领航指数基金VXF |
| 0.43% | 0.47% | $825.3万 | 3.3万股 | $668.4万 | 3.2万股 | +532股+1.64% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.42% | 0.52% | $799.6万 | 1.5万股 | $738.7万 | 1.6万股 | -1,084股-6.80% | 减仓 |
| F第一信托·EXCHANGE-TRADED FD WCM INTL EQUITYWCMI |
| 0.41% | 1.84% | $795.8万 | 39.7万股 | $2,599.7万 | 155.0万股 | -115.3万股-74.40% | 减仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 0.4% | 0.26% | $774.3万 | 20.1万股 | $370.9万 | 10.8万股 | +9.3万股+86.27% | 加仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 0.4% | 0.33% | $767.9万 | 16.6万股 | $464.5万 | 12.1万股 | +4.5万股+36.94% | 加仓 |
