| V先锋领航指数基金VOO |
| 19.14% | 19.58% | $8,840.2万 | 16.8万股 | $8,571.3万 | 17.1万股 | -3,849股-2.25% | 减仓 |
| S嘉信策略信托SCHD |
| 5.12% | 5.12% | $2,362.4万 | 27.9万股 | $2,240.1万 | 28.8万股 | -8,595股-2.98% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 4.95% | 4.93% | $2,285.6万 | 38.6万股 | $2,156.8万 | 39.4万股 | -7,921股-2.01% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 4.47% | 4.51% | $2,065.1万 | 32.8万股 | $1,975.9万 | 33.7万股 | -9,150股-2.72% | 减仓 |
| IiShares安硕信托XT |
| 2.5% | 2.56% | $1,153.1万 | 18.9万股 | $1,120.6万 | 19.0万股 | -1,062股-0.56% | 减仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 2.45% | 2.52% | $1,130.2万 | 22.9万股 | $1,102.5万 | 22.9万股 | -709股-0.31% | 减仓 |
| F第一信托·UST LONG/SHORT EQUITY ETFFTLS |
| 2.44% | 2.58% | $1,125.6万 | 17.7万股 | $1,128.5万 | 18.0万股 | -2,968股-1.65% | 减仓 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 2.17% | 2.09% | $1,004.1万 | 30.4万股 | $912.9万 | 29.8万股 | +5,962股+2.00% | 加仓 |
| F第一信托交易所交易基金FTGS |
| 2.1% | 2.19% | $971.8万 | 31.1万股 | $956.9万 | 31.4万股 | -2,360股-0.75% | 减仓 |
| F第一信托·USTCIBR |
| 2% | 2.06% | $925.0万 | 15.6万股 | $900.9万 | 16.0万股 | -3,519股-2.20% | 减仓 |
 苹果AAPL |
| 1.92% | 1.9% | $888.8万 | 3.8万股 | $832.8万 | 4.0万股 | -1,396股-3.53% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 1.78% | 1.86% | $821.9万 | 27.1万股 | $815.5万 | 27.5万股 | -3,166股-1.15% | 减仓 |
| SSTATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETFNANR |
| 1.46% | 1.51% | $672.6万 | 11.9万股 | $660.2万 | 12.1万股 | -2,443股-2.02% | 减仓 |
 微软MSFT |
| 1.45% | 1.61% | $668.5万 | 1.6万股 | $703.4万 | 1.6万股 | -202股-1.28% | 减仓 |
 英伟达NVDA |
| 1.06% | 1.2% | $491.0万 | 4.0万股 | $523.7万 | 4.2万股 | -1,965股-4.64% | 减仓 |
 联合健康UNH |
| 0.95% | 0.9% | $437.7万 | 7,487股 | $392.3万 | 7,703股 | -216股-2.80% | 减仓 |
 礼来LLY |
| 0.94% | 1.04% | $435.8万 | 4,919股 | $455.5万 | 5,031股 | -112股-2.23% | 减仓 |
| F第一信托·EXCHANGE-TRADED ALPFYX |
| 0.92% | 0.81% | $424.2万 | 4.3万股 | $353.2万 | 3.9万股 | +3,570股+9.14% | 加仓 |
 VisaV |
| 0.86% | 0.87% | $395.6万 | 1.4万股 | $380.7万 | 1.5万股 | -114股-0.79% | 减仓 |
| SSPDR道富指数基金QEFA |
| 0.84% | 0.82% | $386.0万 | 4.8万股 | $358.5万 | 4.8万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.81% | 0.74% | $374.1万 | 9,231股 | $325.8万 | 9,465股 | -234股-2.47% | 减仓 |
 博通AVGO |
| 0.81% | 0.76% | $373.2万 | 2.2万股 | $334.5万 | 2,083股 | +2.0万股+938.55% | 加仓 |
 艾伯维ABBV |
| 0.76% | 0.72% | $351.1万 | 1.8万股 | $313.0万 | 1.8万股 | -467股-2.56% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.73% | 0.88% | $339.0万 | 2.0万股 | $384.1万 | 2.1万股 | -664股-3.17% | 减仓 |
| IiShares安硕·COREIJH |
| 0.72% | 0.71% | $333.4万 | 5.4万股 | $310.6万 | 5.3万股 | +427股+0.80% | 加仓 |
 3M COMMMM |
| 0.7% | 0.56% | $323.2万 | 2.4万股 | $246.0万 | 2.4万股 | -426股-1.77% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.7% | 0.77% | $321.2万 | 3.7万股 | $337.5万 | 3.7万股 | -447股-1.21% | 减仓 |
| WWisdomTree信托DGRW |
| 0.69% | 0.69% | $319.8万 | 3.8万股 | $300.0万 | 3.8万股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.67% | 0.64% | $308.8万 | 6,254股 | $279.4万 | 6,334股 | -80股-1.26% | 减仓 |
 亚马逊AMZN |
| 0.67% | 0.75% | $307.7万 | 1.7万股 | $327.3万 | 1.7万股 | -424股-2.50% | 减仓 |
 宝洁PG |
| 0.64% | 0.66% | $297.2万 | 1.7万股 | $288.1万 | 1.7万股 | -306股-1.75% | 减仓 |
| IiShares安硕IEMG |
| 0.63% | 0.62% | $291.4万 | 5.1万股 | $270.3万 | 5.1万股 | +246股+0.49% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.63% | 0.63% | $288.9万 | 2.4万股 | $275.2万 | 2.4万股 | -303股-1.24% | 减仓 |
 好市多COST |
| 0.62% | 0.6% | $288.6万 | 3,255股 | $262.0万 | 3,083股 | +172股+5.58% | 加仓 |
| SSPDR道富系列信托KOMP |
| 0.62% | 0.61% | $285.8万 | 5.8万股 | $266.9万 | 5.8万股 | +4股+0.01% | 加仓 |
| V先锋领航·MIDVO |
| 0.62% | 0.59% | $285.1万 | 1.1万股 | $259.8万 | 1.1万股 | +75股+0.70% | 加仓 |
 洛克希德马丁LMT |
| 0.59% | 0.47% | $272.9万 | 4,668股 | $207.3万 | 4,439股 | +229股+5.16% | 加仓 |
 AMGEN COMAMGN |
| 0.58% | 0.66% | $267.7万 | 8,307股 | $286.8万 | 9,179股 | -872股-9.50% | 减仓 |
 百事可乐PEP |
| 0.57% | 0.6% | $262.4万 | 1.5万股 | $263.1万 | 1.6万股 | -518股-3.25% | 减仓 |
 强生JNJ |
| 0.56% | 0.54% | $260.7万 | 1.6万股 | $237.7万 | 1.6万股 | -175股-1.08% | 减仓 |
| NNYLI MACKAY DEFINEDTERM MUNI COMMMIN |
| 0.56% | 0.18% | $258.5万 | 10.5万股 | $79.2万 | 3.3万股 | +7.2万股+219.01% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.55% | 0.59% | $255.2万 | 8.5万股 | $258.8万 | 9.0万股 | -4,131股-4.62% | 减仓 |
 NETFLIXNFLX |
| 0.55% | 0.13% | $253.6万 | 3,576股 | $58.5万 | 867股 | +2,709股+312.46% | 加仓 |
 可口可乐KO |
| 0.54% | 0.52% | $251.0万 | 3.5万股 | $228.5万 | 3.6万股 | -973股-2.71% | 减仓 |
 思科CSCO |
| 0.54% | 0.51% | $247.5万 | 4.7万股 | $223.0万 | 4.7万股 | -425股-0.91% | 减仓 |
 康菲石油COP |
| 0.51% | 0.59% | $237.5万 | 2.3万股 | $256.1万 | 2.2万股 | +166股+0.74% | 加仓 |
 ADPADP |
| 0.51% | 0.48% | $237.0万 | 8,563股 | $208.8万 | 8,749股 | -186股-2.13% | 减仓 |
| IiShares安硕信托USMV |
| 0.5% | 0.49% | $231.1万 | 2.5万股 | $213.4万 | 2.5万股 | -110股-0.43% | 减仓 |
 Meta平台META |
| 0.48% | 0.46% | $222.5万 | 3,888股 | $199.6万 | 3,958股 | -70股-1.77% | 减仓 |
| IiShares安硕信托GVI |
| 0.48% | 0.31% | $219.4万 | 2.0万股 | $137.2万 | 1.3万股 | +7,322股+56.88% | 加仓 |
