| SSPDR标普500 ETFSPY |
| 18.49% | 18.38% | $3,707.6万 | 5.0万股 | $3,406.2万 | 5.2万股 | -2,727股-5.21% | 减仓 |
| SSPDR道富系列信托SPTM |
| 9.54% | 9.07% | $1,912.4万 | 21.1万股 | $1,681.7万 | 21.3万股 | -2,065股-0.97% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 7.03% | 7.39% | $1,409.0万 | 38.6万股 | $1,369.1万 | 40.5万股 | -2.0万股-4.86% | 减仓 |
| V先锋领航·FTSEVEA |
| 6.82% | 6.75% | $1,366.9万 | 19.2万股 | $1,251.2万 | 19.5万股 | -3,412股-1.75% | 减仓 |
| S道富SPTI |
| 5.78% | 6.35% | $1,159.8万 | 40.9万股 | $1,175.9万 | 41.0万股 | -1,795股-0.44% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 5.32% | 5.06% | $1,067.6万 | 9.8万股 | $938.1万 | 9.9万股 | -1,338股-1.35% | 减仓 |
| A美国世纪ETF信托AVEM |
| 3.07% | 2.84% | $614.7万 | 6.4万股 | $526.3万 | 6.5万股 | -1,607股-2.46% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 3.05% | 3.33% | $611.9万 | 7.5万股 | $616.8万 | 7.5万股 | -179股-0.24% | 减仓 |
 苹果AAPL |
| 2.96% | 2.82% | $594.1万 | 2.1万股 | $523.4万 | 2.1万股 | -91股-0.44% | 减仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 2.84% | 4.49% | $568.9万 | 9.5万股 | $832.1万 | 13.9万股 | -4.4万股-31.58% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.75% | 2.96% | $550.6万 | 6.7万股 | $547.8万 | 6.6万股 | +412股+0.62% | 加仓 |
| G通用动力VTI |
| 2.73% | 2.57% | $547.0万 | 1.5万股 | $475.5万 | 1.5万股 | -40股-0.27% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.64% | 1.78% | $328.7万 | 4.2万股 | $329.3万 | 4.2万股 | +53股+0.13% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.6% | 1.7% | $320.1万 | 3.1万股 | $314.5万 | 3.1万股 | -439股-1.39% | 减仓 |
| IiShares安硕信托GVI |
| 1.56% | 1.73% | $313.0万 | 2.9万股 | $320.7万 | 3.0万股 | -1,126股-3.73% | 减仓 |
| V先锋领航指数基金VOO |
| 1.52% | 1.44% | $304.2万 | 4,429股 | $266.4万 | 4,459股 | -30股-0.67% | 减仓 |
| IiShares安硕信托REET |
| 1.28% | 1.26% | $256.9万 | 9.3万股 | $233.7万 | 9.3万股 | +82股+0.09% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.27% | 1.32% | $255.0万 | 5,096股 | $244.2万 | 5,096股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金VIDECM |
| 1.18% | 1.31% | $237.5万 | 7.0万股 | $243.1万 | 7.4万股 | -3,973股-5.34% | 减仓 |
| IiShares安硕信托STIP |
| 0.97% | 1.06% | $194.1万 | 1.9万股 | $195.8万 | 1.9万股 | +64股+0.34% | 加仓 |
| S嘉信策略信托SCHD |
| 0.86% | 0.88% | $172.4万 | 5.4万股 | $162.5万 | 5.3万股 | +1,416股+2.67% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.79% | 0.78% | $158.4万 | 5.1万股 | $144.9万 | 5.2万股 | -1,114股-2.14% | 减仓 |
| F第一信托交易所交易基金VIMARM |
| 0.67% | 0.68% | $133.7万 | 3.9万股 | $126.5万 | 3.8万股 | +1,372股+3.63% | 加仓 |
 艾伯维ABBV |
| 0.63% | 0.58% | $125.5万 | 4,987股 | $108.3万 | 4,979股 | +8股+0.16% | 加仓 |
 亚马逊AMZN |
| 0.57% | 0.53% | $113.9万 | 4,777股 | $98.4万 | 4,727股 | +50股+1.06% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.57% | 0.63% | $113.7万 | 2.0万股 | $117.6万 | 2.1万股 | -624股-3.01% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.55% | 0.42% | $109.3万 | 3,093股 | $77.2万 | 2,690股 | +403股+14.98% | 加仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI |
| 0.54% | 0.55% | $109.1万 | 3.7万股 | $102.8万 | 3.7万股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金VIDDEC |
| 0.54% | 0.54% | $109.0万 | 2.3万股 | $100.8万 | 2.3万股 | +247股+1.09% | 加仓 |
| IiShares安硕·COREIJR |
| 0.49% | 0.45% | $98.3万 | 6,625股 | $82.7万 | 6,653股 | -28股-0.42% | 减仓 |
 微软MSFT |
| 0.48% | 0.49% | $95.3万 | 2,554股 | $91.4万 | 2,470股 | +84股+3.40% | 加仓 |
| IiShares安硕·COREIJH |
| 0.46% | 0.44% | $92.6万 | 1.2万股 | $80.9万 | 1.2万股 | +25股+0.21% | 加仓 |
| I景顺QQQ信托VOO |
| 0.45% | 0.38% | $89.6万 | 1,217股 | $71.3万 | 1,235股 | -18股-1.46% | 减仓 |
| AAvantis·U SAVUV |
| 0.41% | 0.38% | $81.8万 | 6,558股 | $71.3万 | 6,455股 | +103股+1.60% | 加仓 |
 英伟达NVDA |
| 0.4% | 0.38% | $80.7万 | 4,032股 | $70.1万 | 4,022股 | +10股+0.25% | 加仓 |
| F第一信托交易所交易基金VIOCTM |
| 0.39% | 0.41% | $78.3万 | 2.3万股 | $75.9万 | 2.3万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 0.38% | 0.37% | $77.1万 | 2.8万股 | $68.9万 | 2.8万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.37% | 0.22% | $73.3万 | 2,052股 | $41.6万 | 1,447股 | +605股+41.81% | 加仓 |
| IiShares安硕信托ITOT |
| 0.36% | 0.34% | $72.6万 | 4,435股 | $62.6万 | 4,425股 | +10股+0.23% | 加仓 |
| FFT VEST U.S. EQUITY MAX BUFFER ETF - JANUARYJANM |
| 0.35% | 0.38% | $70.6万 | 2.1万股 | $70.9万 | 2.2万股 | -768股-3.55% | 减仓 |
| IInnovator ETF信托AOCT |
| 0.33% | 0.35% | $66.9万 | 2.4万股 | $64.7万 | 2.4万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.32% | 0.29% | $63.2万 | 2.1万股 | $53.4万 | 2.1万股 | +629股+3.02% | 加仓 |
 礼来LLY |
| 0.31% | 0.26% | $63.1万 | 526股 | $48.4万 | 526股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.31% | 0.31% | $62.4万 | 6,071股 | $58.0万 | 6,069股 | +2股+0.03% | 加仓 |
| F第一信托交易所交易基金VIBUFS |
| 0.27% | 0.27% | $54.9万 | 2.2万股 | $50.5万 | 2.2万股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金VIBUFY |
| 0.27% | 0.28% | $53.4万 | 2.3万股 | $51.1万 | 2.3万股 | 00.00% | 持仓不变 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST UQ EQTDOCT |
| 0.26% | 0.26% | $52.2万 | 1.1万股 | $48.6万 | 1.1万股 | 00.00% | 持仓不变 |
| AAMPLIFY ETF TRDIVO |
| 0.25% | 0.27% | $51.0万 | 1.1万股 | $49.4万 | 1.1万股 | +143股+1.30% | 加仓 |
| IiShares安硕信托IEFA |
| 0.25% | — | $49.7万 | 5,149股 | $0 | 0股 | +5,149股 | 新买入 |
 台积电TSM |
| 0.24% | 0.18% | $47.9万 | 1,002股 | $33.9万 | 1,002股 | 00.00% | 持仓不变 |
