| IiShares安硕信托IBTH |
| 9.21% | 3.29% | $2,653.4万 | 117.9万股 | $814.1万 | 36.2万股 | +81.7万股+225.57% | 加仓 |
| S道富SPIB |
| 7.86% | 8.97% | $2,262.7万 | 66.8万股 | $2,215.6万 | 66.0万股 | +8,062股+1.22% | 加仓 |
| IiShares安硕·COREIJR |
| 5.82% | 6.18% | $1,677.7万 | 14.2万股 | $1,526.7万 | 14.0万股 | +2,722股+1.95% | 加仓 |
| V先锋领航指数基金VTV |
| 5.4% | 5.84% | $1,556.2万 | 8.4万股 | $1,442.9万 | 8.2万股 | +2,133股+2.61% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 4.81% | 5.39% | $1,386.5万 | 29.9万股 | $1,333.0万 | 28.8万股 | +1.1万股+3.81% | 加仓 |
| S嘉信策略信托SCHD |
| 4.26% | 4.63% | $1,227.1万 | 45.9万股 | $1,143.6万 | 43.2万股 | +2.7万股+6.29% | 加仓 |
| SSPDR道富指数基金SPDW |
| 4.21% | 4.41% | $1,213.0万 | 27.9万股 | $1,090.5万 | 26.9万股 | +9,348股+3.47% | 加仓 |
| SSPDR道富系列信托SPYG |
| 3.84% | 3.85% | $1,105.8万 | 10.2万股 | $951.8万 | 10.0万股 | +2,477股+2.48% | 加仓 |
| IiShares安硕信托EFG |
| 3.78% | 4.06% | $1,089.0万 | 9.4万股 | $1,004.3万 | 9.0万股 | +4,482股+5.00% | 加仓 |
| C资本集团成长ETFCGGR |
| 3.7% | 3.73% | $1,066.7万 | 23.8万股 | $921.9万 | 22.7万股 | +1.1万股+4.83% | 加仓 |
| SSPDR道富系列信托XAR |
| 3.58% | 3.54% | $1,030.7万 | 4.1万股 | $874.8万 | 4.1万股 | -4股-0.01% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 3.15% | 3.51% | $905.8万 | 19.2万股 | $867.6万 | 18.7万股 | +4,857股+2.59% | 加仓 |
| F第一信托·USTCIBR |
| 3.06% | 3.42% | $882.1万 | 11.4万股 | $845.3万 | 11.2万股 | +2,242股+2.00% | 加仓 |
| I景顺交易所交易基金IIXMLV |
| 2.75% | 3.12% | $791.9万 | 12.8万股 | $770.0万 | 12.5万股 | +3,228股+2.59% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 2.75% | 3.1% | $790.8万 | 15.5万股 | $766.8万 | 15.0万股 | +4,555股+3.03% | 加仓 |
| S道富MDYG |
| 2.42% | 2.58% | $697.8万 | 7.6万股 | $637.5万 | 7.3万股 | +2,627股+3.58% | 加仓 |
| SSPDR道富指数基金SPEM |
| 2.22% | 2.3% | $639.5万 | 13.4万股 | $567.2万 | 13.3万股 | +1,695股+1.28% | 加仓 |
 苹果AAPL |
| 1.68% | 1.47% | $484.1万 | 1.8万股 | $364.2万 | 1.8万股 | +151股+0.85% | 加仓 |
| V先锋领航·HEALTHVHT |
| 1.67% | 1.73% | $479.8万 | 1.8万股 | $427.7万 | 1.7万股 | +522股+3.03% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.58% | 1.64% | $456.1万 | 5.2万股 | $404.3万 | 4.8万股 | +4,077股+8.55% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 1.34% | 1.38% | $385.6万 | 7.6万股 | $342.2万 | 6.9万股 | +7,191股+10.43% | 加仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 1.28% | 1.43% | $369.7万 | 4.3万股 | $353.4万 | 4.0万股 | +2,908股+7.22% | 加仓 |
| IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR |
| 1.2% | 1.35% | $345.2万 | 6.8万股 | $333.3万 | 6.6万股 | +2,144股+3.23% | 加仓 |
| SSPDR行业精选信托XLF |
| 1.11% | 1.2% | $320.2万 | 6.1万股 | $295.3万 | 5.6万股 | +4,746股+8.42% | 加仓 |
 微软MSFT |
| 1.04% | 1.02% | $299.8万 | 5,789股 | $251.7万 | 5,060股 | +729股+14.41% | 加仓 |
| V先锋领航指数基金VUG |
| 1.03% | 1.09% | $295.6万 | 5,925股 | $269.2万 | 6,139股 | -214股-3.49% | 减仓 |
| IINVESCO S&P 500 EQUAL WEIGHT MATERIALS ETFRSPM |
| 0.67% | 0.82% | $192.1万 | 6.1万股 | $202.7万 | 6.3万股 | -2,016股-3.22% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.65% | 0.71% | $187.5万 | 3.1万股 | $176.2万 | 3.1万股 | -156股-0.50% | 减仓 |
| IIBMIBM |
| 0.63% | 0.7% | $181.3万 | 5,898股 | $173.9万 | 5,898股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.53% | 0.53% | $153.6万 | 6,290股 | $130.3万 | 5,938股 | +352股+5.93% | 加仓 |
| V先锋领航指数基金VOO |
| 0.53% | 0.56% | $151.2万 | 2,412股 | $139.4万 | 2,453股 | -41股-1.67% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.45% | 0.51% | $129.2万 | 2.8万股 | $125.1万 | 3.0万股 | -1,326股-4.48% | 减仓 |
 卡特彼勒CAT |
| 0.34% | 0.27% | $98.4万 | 1,705股 | $67.0万 | 1,726股 | -21股-1.22% | 减仓 |
 好市多COST |
| 0.34% | 0.42% | $96.6万 | 1,060股 | $104.9万 | 1,060股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.33% | 0.35% | $96.1万 | 1.7万股 | $87.6万 | 1.8万股 | -228股-1.29% | 减仓 |
 谷歌AGOOGL |
| 0.29% | 0.2% | $83.7万 | 2,978股 | $49.5万 | 2,810股 | +168股+5.98% | 加仓 |
 百事可乐PEP |
| 0.28% | 0.29% | $80.6万 | 5,516股 | $71.7万 | 5,434股 | +82股+1.51% | 加仓 |
 摩根大通JPM |
| 0.28% | 0.3% | $80.1万 | 2,575股 | $73.6万 | 2,540股 | +35股+1.38% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.27% | 0.27% | $78.7万 | 2,618股 | $66.6万 | 2,631股 | -13股-0.49% | 减仓 |
 雷神技术RTX |
| 0.27% | 0.23% | $78.3万 | 4,385股 | $57.7万 | 3,952股 | +433股+10.96% | 加仓 |
 Meta平台META |
| 0.25% | 0.32% | $73.0万 | 1,126股 | $79.9万 | 1,083股 | +43股+3.97% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.24% | 0.3% | $68.7万 | 1,438股 | $73.1万 | 1,506股 | -68股-4.52% | 减仓 |
 VisaV |
| 0.22% | 0.25% | $62.1万 | 1,823股 | $62.0万 | 1,747股 | +76股+4.35% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.21% | 0.15% | $60.5万 | 2,146股 | $37.8万 | 2,131股 | +15股+0.70% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.2% | 0.23% | $58.7万 | 4,179股 | $55.7万 | 4,179股 | 00.00% | 持仓不变 |
 万豪MAR |
| 0.19% | 0.12% | $55.6万 | 2,135股 | $30.8万 | 1,126股 | +1,009股+89.61% | 加仓 |
 CSX铁路CSX |
| 0.19% | 0.2% | $54.1万 | 1.5万股 | $49.0万 | 1.5万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.18% | 0.17% | $53.2万 | 9,959股 | $43.0万 | 9,093股 | +866股+9.52% | 加仓 |
 强生JNJ |
| 0.18% | 0.14% | $52.6万 | 2,783股 | $33.7万 | 2,207股 | +576股+26.10% | 加仓 |
| IiShares安硕信托IVV |
| 0.18% | 0.19% | $51.9万 | 758股 | $47.1万 | 758股 | 00.00% | 持仓不变 |
