| G通用动力VTI |
| 14.46% | 13.82% | $2,114.0万 | 5.7万股 | $1,817.6万 | 5.7万股 | +472股+0.83% | 加仓 |
| IiShares安硕信托DGRO |
| 8.38% | 8.54% | $1,225.6万 | 16.2万股 | $1,123.1万 | 16.0万股 | +1,675股+1.05% | 加仓 |
| S嘉信策略信托SCHF |
| 8.33% | 8.2% | $1,217.6万 | 44.0万股 | $1,078.7万 | 43.6万股 | +3,762股+0.86% | 加仓 |
| S嘉信策略信托SCHD |
| 8.26% | 8.79% | $1,207.6万 | 38.1万股 | $1,156.4万 | 37.7万股 | +3,891股+1.03% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 7.96% | 7.59% | $1,164.6万 | 34.4万股 | $998.8万 | 34.3万股 | +1,261股+0.37% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 7.3% | 6.82% | $1,067.2万 | 13.2万股 | $897.2万 | 13.1万股 | +263股+0.20% | 加仓 |
| V先锋领航·SMALLVBR |
| 6.24% | 6.15% | $911.8万 | 3.8万股 | $809.3万 | 3.7万股 | +272股+0.73% | 加仓 |
| V先锋领航全球基金VGT |
| 5.59% | 4.57% | $817.7万 | 6.8万股 | $601.3万 | 8,618股 | +6.0万股+693.86% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 4.96% | 5.38% | $726.0万 | 14.6万股 | $708.0万 | 14.2万股 | +3,720股+2.62% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 4.37% | 4.76% | $639.5万 | 27.6万股 | $626.2万 | 27.0万股 | +6,812股+2.53% | 加仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 4.34% | 4.72% | $634.8万 | 10.6万股 | $620.3万 | 10.4万股 | +2,511股+2.42% | 加仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 4.17% | 4.51% | $609.4万 | 13.6万股 | $592.9万 | 13.2万股 | +3,838股+2.90% | 加仓 |
| S嘉信策略信托SCHE |
| 3.91% | 3.93% | $571.1万 | 15.8万股 | $516.6万 | 15.7万股 | +716股+0.46% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.78% | 3.02% | $407.0万 | 7.2万股 | $396.6万 | 7.0万股 | +2,097股+3.00% | 加仓 |
| F第一信托交易所交易基金VIUCON |
| 2.61% | 2.83% | $381.1万 | 15.3万股 | $372.4万 | 15.0万股 | +2,804股+1.86% | 加仓 |
| PPimco Active Bond ETFBOND |
| 2.15% | 2.35% | $313.9万 | 3.4万股 | $308.7万 | 3.3万股 | +586股+1.75% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 1.98% | 1.98% | $289.6万 | 6.7万股 | $261.0万 | 6.6万股 | +934股+1.41% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.61% | 0.61% | $89.3万 | 7,913股 | $79.9万 | 7,730股 | +183股+2.37% | 加仓 |
| FFIRST TRUST TACTICAL HIGH YIELD ETFHYLS |
| 0.47% | 0.49% | $68.2万 | 1.7万股 | $64.9万 | 1.6万股 | +774股+4.84% | 加仓 |
| S嘉信·USSCHA |
| 0.44% | 0.38% | $64.8万 | 1.8万股 | $50.5万 | 1.7万股 | +575股+3.31% | 加仓 |
 应用材料AMAT |
| 0.33% | 0.18% | $48.9万 | 676股 | $23.1万 | 676股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.19% | 0.19% | $28.4万 | 1,419股 | $24.7万 | 1,417股 | +2股+0.14% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.17% | 0.18% | $25.3万 | 2,466股 | $23.6万 | 2,467股 | -1股-0.04% | 减仓 |
