| IiShares安硕信托IVV |
| 6.47% | 4.36% | $2,660.5万 | 3.6万股 | $1,518.9万 | 2.3万股 | +1.2万股+52.79% | 加仓 |
| IiShares安硕信托IUSB |
| 4.71% | 4.09% | $1,937.1万 | 42.0万股 | $1,427.6万 | 30.9万股 | +11.1万股+35.81% | 加仓 |
| B贝莱德ETF信托DYNF |
| 3.64% | 3.36% | $1,498.7万 | 22.0万股 | $1,172.1万 | 20.1万股 | +1.9万股+9.39% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.18% | 2.69% | $1,309.4万 | 1.7万股 | $936.3万 | 1.4万股 | +3,096股+21.50% | 加仓 |
| IiShares安硕·S&PIVE |
| 2.87% | 3.49% | $1,179.2万 | 5.2万股 | $1,217.3万 | 5.8万股 | -5,716股-9.92% | 减仓 |
| IiShares安硕信托IVW |
| 2.7% | 2.61% | $1,110.3万 | 8.1万股 | $910.6万 | 8.1万股 | +224股+0.28% | 加仓 |
| IiShares安硕IEMG |
| 2.59% | 3.14% | $1,064.9万 | 12.9万股 | $1,094.6万 | 15.7万股 | -2.8万股-18.08% | 减仓 |
| A美国世纪ETF信托AVUS |
| 2.54% | 2.25% | $1,044.9万 | 8.2万股 | $783.6万 | 7.0万股 | +1.1万股+15.76% | 加仓 |
| V先锋领航·MIDVO |
| 1.99% | 2.28% | $816.9万 | 10.1万股 | $796.1万 | 2.8万股 | +7.4万股+265.76% | 加仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 1.97% | 2.02% | $810.7万 | 21.3万股 | $704.4万 | 20.4万股 | +8,698股+4.26% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 1.74% | 2.06% | $714.5万 | 2.6万股 | $718.3万 | 3.0万股 | -4,278股-14.08% | 减仓 |
| B贝莱德ETF信托BAI |
| 1.61% | 1.32% | $661.0万 | 12.5万股 | $459.7万 | 14.0万股 | -1.4万股-10.12% | 减仓 |
| IiShares安硕信托GJS |
| 1.57% | 1.17% | $644.8万 | 28.3万股 | $406.4万 | 17.7万股 | +10.6万股+59.58% | 加仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 1.56% | 1.54% | $641.3万 | 15.5万股 | $537.6万 | 12.9万股 | +2.5万股+19.67% | 加仓 |
| IiShares安硕信托EFG |
| 1.28% | 1.25% | $527.6万 | 4.2万股 | $436.5万 | 3.9万股 | +3,212股+8.20% | 加仓 |
 英伟达NVDA |
| 1.26% | 0.91% | $517.8万 | 2.6万股 | $316.0万 | 1.8万股 | +7,757股+42.81% | 加仓 |
| C资本集团股息价值CCBG |
| 1.23% | 1.23% | $504.3万 | 10.2万股 | $428.6万 | 10.0万股 | +1,546股+1.54% | 加仓 |
| CCAPITAL GBL GROWTH EQTCGGR |
| 1.22% | 1.12% | $503.9万 | 11.9万股 | $392.1万 | 11.7万股 | +1,542股+1.31% | 加仓 |
 iShares安硕·MBSACGL |
| 1.2% | 1.14% | $495.1万 | 5.2万股 | $395.9万 | 4.2万股 | +1.1万股+25.62% | 加仓 |
| IiShares安硕信托MTUM |
| 1.18% | 1.12% | $487.0万 | 1.4万股 | $389.0万 | 1.6万股 | -2,004股-12.36% | 减仓 |
 苹果AAPL |
| 1.15% | 0.97% | $472.0万 | 1.6万股 | $338.5万 | 1.3万股 | +2,973股+22.29% | 加仓 |
| IiShares安硕信托TLH |
| 1.12% | 1.43% | $462.4万 | 4.6万股 | $498.9万 | 5.0万股 | -3,456股-6.98% | 减仓 |
 帕卡PCAR |
| 1.12% | 1.28% | $460.3万 | 3.8万股 | $444.8万 | 3.9万股 | -191股-0.50% | 减仓 |
| IiShares安硕信托ITOT |
| 1.12% | 1.29% | $460.1万 | 2.8万股 | $448.4万 | 3.1万股 | -3,475股-11.04% | 减仓 |
| IiShares安硕信托EFV |
| 1.04% | 2% | $426.8万 | 5.6万股 | $696.8万 | 9.4万股 | -3.8万股-40.51% | 减仓 |
| C资本集团固定收益ETF信托CGCB |
| 1% | 1.11% | $410.5万 | 15.7万股 | $386.7万 | 14.7万股 | +9,551股+6.49% | 加仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 0.98% | 0.98% | $403.4万 | 9.1万股 | $341.8万 | 8.9万股 | +1,769股+1.99% | 加仓 |
| AAVANTIS SHORT-TERM FIXED INCOME ETFAVSF |
| 0.98% | 0.98% | $401.3万 | 8.6万股 | $343.2万 | 7.3万股 | +1.3万股+17.52% | 加仓 |
| B贝莱德ETF信托BLCR |
| 0.97% | 0.76% | $399.1万 | 7.9万股 | $264.1万 | 6.4万股 | +1.5万股+23.17% | 加仓 |
| BBlackrock Etf Trust Ishares Defense Industrials ActiveIDEF |
| 0.96% | 0.85% | $394.6万 | 12.4万股 | $295.3万 | 9.0万股 | +3.4万股+37.58% | 加仓 |
| V先锋领航指数基金VB |
| 0.94% | 1.07% | $388.4万 | 1.3万股 | $374.4万 | 1.4万股 | -1,479股-10.35% | 减仓 |
| C资本集团成长ETFCGGR |
| 0.94% | 0.92% | $386.3万 | 8.2万股 | $321.0万 | 8.0万股 | +1,932股+2.42% | 加仓 |
| B贝莱德ETF信托CORO |
| 0.88% | — | $363.1万 | 9.9万股 | $0 | 0股 | +9.9万股 | 新买入 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 0.85% | 0.83% | $350.9万 | 10.0万股 | $289.2万 | 9.8万股 | +2,105股+2.15% | 加仓 |
| B贝莱德ETF信托THRO |
| 0.82% | 1.11% | $337.8万 | 7.8万股 | $388.2万 | 10.7万股 | -2.9万股-26.89% | 减仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 0.81% | 0.91% | $335.3万 | 15.0万股 | $317.0万 | 14.2万股 | +8,537股+6.02% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.81% | 0.7% | $335.0万 | 4.7万股 | $244.6万 | 3.8万股 | +8,848股+23.18% | 加仓 |
| A美国世纪ETF信托AVLC |
| 0.81% | 0.75% | $333.9万 | 3.7万股 | $261.9万 | 3.4万股 | +3,347股+9.91% | 加仓 |
 AVANTIS INTLNGG |
| 0.8% | 0.77% | $327.2万 | 3.7万股 | $268.3万 | 3.2万股 | +5,064股+16.01% | 加仓 |
| CCAPITAL DIVIDEND GROWECGDG |
| 0.78% | 0.85% | $320.5万 | 8.5万股 | $294.8万 | 8.2万股 | +2,796股+3.42% | 加仓 |
 博通AVGO |
| 0.77% | 0.69% | $316.4万 | 8,377股 | $239.3万 | 7,731股 | +646股+8.36% | 加仓 |
| A美国世纪ETF信托AVSC |
| 0.75% | 0.7% | $308.5万 | 4.2万股 | $242.7万 | 3.9万股 | +3,116股+8.00% | 加仓 |
| I景顺QQQ信托VOO |
| 0.72% | 0.73% | $295.1万 | 4,008股 | $253.9万 | 4,399股 | -391股-8.89% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.7% | 0.49% | $286.2万 | 8,100股 | $171.1万 | 5,966股 | +2,134股+35.77% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.69% | 0.76% | $285.9万 | 2.0万股 | $265.9万 | 2.1万股 | -1,104股-5.19% | 减仓 |
 谷歌AGOOGL |
| 0.67% | 0.62% | $275.1万 | 7,698股 | $216.2万 | 7,517股 | +181股+2.41% | 加仓 |
| B贝莱德ETF信托IALT |
| 0.67% | — | $275.1万 | 9.8万股 | $0 | 0股 | +9.8万股 | 新买入 |
| J骏利Detroit策略信托VNLA |
| 0.66% | 0.61% | $272.3万 | 5.6万股 | $214.1万 | 4.4万股 | +1.2万股+27.17% | 加仓 |
| B纽约梅隆银行BK |
| 0.58% | 0.57% | $236.7万 | 1.6万股 | $198.6万 | 1.7万股 | -371股-2.22% | 减仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 0.57% | 0.62% | $235.7万 | 4.7万股 | $216.4万 | 4.3万股 | +3,900股+8.98% | 加仓 |
