| IiShares安硕信托IVV |
| 5.55% | 4.56% | $1.12亿 | 14.9万股 | $8,176.9万 | 12.5万股 | +2.4万股+19.27% | 加仓 |
 苹果AAPL |
| 5.37% | 5.97% | $1.08亿 | 37.4万股 | $1.07亿 | 42.2万股 | -4.9万股-11.49% | 减仓 |
| G通用动力VTI |
| 2.8% | 2.79% | $5,634.5万 | 15.2万股 | $5,013.4万 | 15.6万股 | -4,006股-2.56% | 减仓 |
 英伟达NVDA |
| 2.61% | 2.68% | $5,252.1万 | 26.2万股 | $4,808.3万 | 27.6万股 | -1.3万股-4.80% | 减仓 |
| EEA SERIES TRUSTBFLB |
| 2.55% | 2.9% | $5,144.8万 | 94.5万股 | $5,208.0万 | 104.6万股 | -10.1万股-9.68% | 减仓 |
| IiShares安硕IEMG |
| 2.37% | 2.07% | $4,773.5万 | 57.6万股 | $3,707.2万 | 53.1万股 | +4.5万股+8.42% | 加仓 |
| WWISDOMTREE U.S. LARGECAP FUNDEPS |
| 1.99% | 1.74% | $4,017.0万 | 51.6万股 | $3,127.2万 | 45.9万股 | +5.7万股+12.47% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 1.79% | 1.54% | $3,600.4万 | 43.6万股 | $2,759.6万 | 36.4万股 | +7.2万股+19.79% | 加仓 |
 微软MSFT |
| 1.68% | 1.67% | $3,381.1万 | 9.1万股 | $3,001.7万 | 8.1万股 | +9,551股+11.78% | 加仓 |
 谷歌AGOOGL |
| 1.58% | 1.49% | $3,175.5万 | 8.9万股 | $2,671.8万 | 9.3万股 | -4,054股-4.36% | 减仓 |
| IiShares安硕信托AGG |
| 1.5% | 1.28% | $3,028.6万 | 30.6万股 | $2,299.8万 | 23.2万股 | +7.4万股+32.07% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 1.5% | 1.3% | $3,025.0万 | 38.1万股 | $2,338.3万 | 32.6万股 | +5.5万股+16.89% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.41% | 1.44% | $2,842.7万 | 8.0万股 | $2,576.1万 | 9.0万股 | -9,351股-10.41% | 减仓 |
| S嘉信策略信托SCHF |
| 1.4% | 1.41% | $2,829.1万 | 102.1万股 | $2,523.1万 | 101.9万股 | +1,882股+0.18% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.36% | 1.07% | $2,729.7万 | 58.2万股 | $1,915.7万 | 40.7万股 | +17.5万股+42.92% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.31% | 0.27% | $2,628.2万 | 26.1万股 | $489.5万 | 4.9万股 | +21.2万股+435.66% | 加仓 |
| J摩根大通交易所交易基金JGRO |
| 1.3% | 1.15% | $2,622.3万 | 26.6万股 | $2,058.2万 | 24.4万股 | +2.2万股+9.22% | 加仓 |
| S道富SPAB |
| 1.25% | 1.35% | $2,526.7万 | 99.0万股 | $2,428.8万 | 94.8万股 | +4.2万股+4.44% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.21% | 1.38% | $2,431.7万 | 4.9万股 | $2,485.8万 | 5.2万股 | -3,276股-6.32% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.18% | 1.21% | $2,381.8万 | 10.5万股 | $2,171.9万 | 10.3万股 | +2,039股+1.98% | 加仓 |
 Meta平台META |
| 1.15% | 1.34% | $2,307.9万 | 4.1万股 | $2,400.3万 | 4.2万股 | -983股-2.34% | 减仓 |
| IiShares安硕信托IEFA |
| 1.09% | 0.97% | $2,198.8万 | 22.8万股 | $1,732.6万 | 19.1万股 | +3.6万股+18.96% | 加仓 |
| WWisdomTree信托AGGY |
| 1.05% | 1.23% | $2,120.4万 | 48.8万股 | $2,205.6万 | 50.8万股 | -2.0万股-3.93% | 减仓 |
 亚马逊AMZN |
| 1.02% | 0.94% | $2,058.0万 | 8.6万股 | $1,684.1万 | 8.1万股 | +5,489股+6.79% | 加仓 |
| IiShares安硕信托DGRO |
| 1% | 0.7% | $2,014.1万 | 26.6万股 | $1,262.9万 | 18.0万股 | +8.6万股+47.68% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.98% | 0.95% | $1,979.3万 | 20.5万股 | $1,709.8万 | 21.2万股 | -7,058股-3.33% | 减仓 |
| PPGIM AAAPAAA |
| 0.89% | 0.9% | $1,788.9万 | 34.9万股 | $1,607.3万 | 31.4万股 | +3.5万股+11.10% | 加仓 |
| JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE |
| 0.87% | 0.73% | $1,751.0万 | 22.4万股 | $1,315.7万 | 19.7万股 | +2.7万股+13.88% | 加仓 |
| JJ P Morgan Exchange-Traded FD TR Global Select Equity ETFJGLO |
| 0.86% | 1.23% | $1,724.7万 | 24.2万股 | $2,208.4万 | 33.8万股 | -9.6万股-28.42% | 减仓 |
 沃尔玛WMT |
| 0.77% | 1.02% | $1,552.5万 | 13.7万股 | $1,836.2万 | 14.8万股 | -1.1万股-7.23% | 减仓 |
 应用材料AMAT |
| 0.71% | 0.36% | $1,435.5万 | 2.0万股 | $646.9万 | 1.9万股 | +928股+4.90% | 加仓 |
 CASEYS GEN STORESCASY |
| 0.71% | 0.86% | $1,429.8万 | 1.8万股 | $1,546.1万 | 2.1万股 | -3,252股-15.31% | 减仓 |
| VVALMONT INDSVMI |
| 0.71% | 0.55% | $1,427.6万 | 2.5万股 | $984.6万 | 2.5万股 | +75股+0.30% | 加仓 |
 英特尔INTC |
| 0.71% | 0.25% | $1,426.6万 | 10.2万股 | $445.5万 | 10.1万股 | +1,222股+1.21% | 加仓 |
 强生JNJ |
| 0.7% | 0.82% | $1,405.3万 | 5.5万股 | $1,465.9万 | 6.0万股 | -4,637股-7.73% | 减仓 |
 埃克森美孚XOM |
| 0.69% | 0.99% | $1,398.6万 | 10.2万股 | $1,783.7万 | 10.5万股 | -2,835股-2.70% | 减仓 |
| SSIMPLIFY EXCHANGE TRADED FUNAGGH |
| 0.68% | 0.81% | $1,366.1万 | 67.7万股 | $1,462.4万 | 71.9万股 | -4.1万股-5.75% | 减仓 |
 博通AVGO |
| 0.67% | 0.58% | $1,353.0万 | 3.6万股 | $1,039.6万 | 3.4万股 | +2,230股+6.64% | 加仓 |
| SSIMPLIFY MBS ETFMTBA |
| 0.67% | 0.79% | $1,340.2万 | 27.3万股 | $1,418.4万 | 28.7万股 | -1.4万股-4.77% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 0.66% | 0.72% | $1,322.3万 | 19.6万股 | $1,289.5万 | 20.2万股 | -6,092股-3.02% | 减仓 |
 摩根大通交易所交易基金CET |
| 0.65% | 0.55% | $1,311.5万 | 26.0万股 | $979.3万 | 19.7万股 | +6.3万股+31.98% | 加仓 |
 卡特彼勒CAT |
| 0.64% | 0.54% | $1,294.1万 | 1.2万股 | $975.6万 | 1.4万股 | -1,618股-11.75% | 减仓 |
 礼来LLY |
| 0.64% | 0.55% | $1,292.8万 | 1.1万股 | $981.1万 | 1.1万股 | +112股+1.05% | 加仓 |
| S嘉信策略信托SCHD |
| 0.6% | 0.29% | $1,205.7万 | 38.0万股 | $514.4万 | 16.8万股 | +21.3万股+126.78% | 加仓 |
 艾伯维ABBV |
| 0.6% | 0.67% | $1,198.7万 | 4.8万股 | $1,199.5万 | 5.5万股 | -7,514股-13.62% | 减仓 |
 雪佛龙CVX |
| 0.59% | 0.9% | $1,196.3万 | 7.2万股 | $1,621.7万 | 7.8万股 | -6,209股-7.92% | 减仓 |
| EEA SERIES TRUSTBOXX |
| 0.58% | 0.71% | $1,174.6万 | 10.0万股 | $1,275.5万 | 11.0万股 | -9,365股-8.54% | 减仓 |
 美光科技MU |
| 0.57% | 0.23% | $1,152.3万 | 9,983股 | $417.6万 | 1.2万股 | -2,378股-19.24% | 减仓 |
| WWISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUNDQHY |
| 0.56% | 0.58% | $1,136.4万 | 24.8万股 | $1,044.3万 | 22.9万股 | +1.9万股+8.18% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.56% | 0.71% | $1,134.2万 | 31.0万股 | $1,277.5万 | 37.8万股 | -6.8万股-17.92% | 减仓 |
