| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 12.37% | 13.22% | $4,625.5万 | 159.7万股 | $3,976.3万 | 158.4万股 | +1.3万股+0.82% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 5.6% | 6.1% | $2,095.2万 | 60.2万股 | $1,835.1万 | 60.2万股 | +219股+0.04% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 3.13% | 3.75% | $1,170.0万 | 22.4万股 | $1,126.5万 | 21.7万股 | +6,604股+3.04% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.29% | 2.48% | $855.5万 | 25.3万股 | $744.9万 | 25.6万股 | -2,914股-1.14% | 减仓 |
| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 2.28% | 2.8% | $853.7万 | 34.6万股 | $841.3万 | 34.0万股 | +5,945股+1.75% | 加仓 |
| S嘉信策略信托SCHM |
| 1.92% | 2.01% | $718.4万 | 19.5万股 | $604.8万 | 19.5万股 | -508股-0.26% | 减仓 |
 微软MSFT |
| 1.72% | 2.01% | $644.4万 | 1.7万股 | $604.8万 | 1.6万股 | +937股+5.73% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.71% | 1.95% | $639.6万 | 3.0万股 | $585.5万 | 3.1万股 | -448股-1.47% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.7% | 1.75% | $635.3万 | 8,508股 | $524.8万 | 8,069股 | +439股+5.44% | 加仓 |
 谷歌AGOOGL |
| 1.58% | 1.71% | $591.5万 | 1.7万股 | $513.5万 | 1.8万股 | -1,306股-7.31% | 减仓 |
| IiShares安硕信托IVV |
| 1.53% | 1.22% | $572.4万 | 7,644股 | $367.1万 | 5,619股 | +2,025股+36.04% | 加仓 |
| S嘉信策略信托SCHD |
| 1.52% | 1.88% | $569.3万 | 18.0万股 | $564.9万 | 18.4万股 | -4,576股-2.49% | 减仓 |
 亚马逊AMZN |
| 1.41% | 1.51% | $525.7万 | 2.2万股 | $453.9万 | 2.2万股 | +261股+1.20% | 加仓 |
 苹果AAPL |
| 1.26% | 1.35% | $472.1万 | 1.6万股 | $405.0万 | 1.6万股 | +357股+2.24% | 加仓 |
| S嘉信策略信托SCHE |
| 1.19% | 1.3% | $444.0万 | 12.2万股 | $392.1万 | 11.9万股 | +3,440股+2.89% | 加仓 |
| S嘉信策略信托SCHF |
| 1.16% | 1.26% | $432.4万 | 15.6万股 | $378.6万 | 15.3万股 | +3,132股+2.05% | 加仓 |
| BBALLAST SMALL/MID CAP ETFMGMT |
| 1.11% | 1.22% | $415.0万 | 8.1万股 | $366.5万 | 8.1万股 | +197股+0.24% | 加仓 |
| J骏利Detroit策略信托VNLA |
| 1.09% | 1.3% | $408.8万 | 8.4万股 | $391.3万 | 8.0万股 | +3,574股+4.46% | 加仓 |
 可口可乐KO |
| 1.09% | 1.63% | $407.0万 | 5.0万股 | $491.0万 | 6.5万股 | -1.4万股-22.43% | 减仓 |
| S道富SPYM |
| 1.08% | 1.12% | $405.0万 | 4.6万股 | $337.4万 | 4.4万股 | +1,994股+4.52% | 加仓 |
 美光科技MU |
| 0.95% | 0.45% | $356.4万 | 3,088股 | $134.4万 | 3,977股 | -889股-22.35% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.92% | 0.91% | $342.3万 | 9,688股 | $272.5万 | 9,498股 | +190股+2.00% | 加仓 |
 英伟达NVDA |
| 0.87% | 0.83% | $327.2万 | 1.6万股 | $249.9万 | 1.4万股 | +2,026股+14.14% | 加仓 |
 台积电TSM |
| 0.87% | 0.89% | $324.8万 | 6,801股 | $266.8万 | 7,894股 | -1,093股-13.85% | 减仓 |
 Meta平台META |
| 0.84% | 1.04% | $314.6万 | 5,584股 | $314.2万 | 5,492股 | +92股+1.68% | 加仓 |
 雪佛龙CVX |
| 0.84% | 1.39% | $313.9万 | 1.9万股 | $417.4万 | 2.0万股 | -1,235股-6.12% | 减仓 |
 应用材料AMAT |
| 0.73% | 0.62% | $274.2万 | 3,793股 | $186.8万 | 5,464股 | -1,671股-30.58% | 减仓 |
| IiShares安硕信托IUSB |
| 0.67% | 0.77% | $249.5万 | 5.4万股 | $230.7万 | 5.0万股 | +4,115股+8.24% | 加仓 |
| I景顺QQQ信托VOO |
| 0.66% | 0.62% | $247.9万 | 3,367股 | $185.0万 | 3,205股 | +162股+5.05% | 加仓 |
 南方电力SO |
| 0.65% | 0.82% | $244.2万 | 2.6万股 | $245.9万 | 2.5万股 | +37股+0.15% | 加仓 |
| IiShares安硕信托ILCG |
| 0.64% | 0.65% | $238.4万 | 2.0万股 | $195.3万 | 2.0万股 | -84股-0.41% | 减仓 |
 嘉信理财SCHW |
| 0.59% | 0.79% | $220.8万 | 2.4万股 | $237.3万 | 2.5万股 | -1,323股-5.24% | 减仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUN |
| 0.58% | 0.58% | $218.3万 | 5.1万股 | $173.7万 | 4.2万股 | +8,975股+21.61% | 加仓 |
| MMETROCITY BANKSHARESMCBS |
| 0.54% | 0.57% | $201.9万 | 5.6万股 | $171.3万 | 6.0万股 | -3,498股-5.85% | 减仓 |
 VisaV |
| 0.53% | 0.63% | $198.6万 | 5,788股 | $188.9万 | 6,250股 | -462股-7.39% | 减仓 |
| J骏利亨德森JAAA |
| 0.51% | 0.68% | $190.4万 | 3.8万股 | $204.4万 | 4.1万股 | -2,866股-7.06% | 减仓 |
 BOOKING COMBKNG |
| 0.51% | 0.65% | $189.4万 | 1.1万股 | $195.0万 | 463股 | +1.0万股+2,195.25% | 加仓 |
| IInnovator ETF信托PNOV |
| 0.49% | 0.57% | $184.9万 | 4.2万股 | $170.4万 | 4.2万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.49% | 0.59% | $183.6万 | 7.8万股 | $178.1万 | 8.3万股 | -5,349股-6.45% | 减仓 |
 IQVIAIQV |
| 0.49% | 0.59% | $181.5万 | 9,394股 | $177.0万 | 1.0万股 | -986股-9.50% | 减仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPOCT |
| 0.46% | 0.54% | $173.3万 | 3.7万股 | $161.4万 | 3.7万股 | -100股-0.27% | 减仓 |
| IInnovator ETF信托PSEP |
| 0.46% | 0.53% | $171.1万 | 3.7万股 | $157.9万 | 3.7万股 | +500股+1.36% | 加仓 |
| S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY |
| 0.44% | 0.52% | $166.1万 | 5.2万股 | $156.1万 | 4.9万股 | +3,023股+6.13% | 加仓 |
| S嘉信·USSCHA |
| 0.44% | 0.46% | $165.2万 | 4.6万股 | $139.2万 | 4.8万股 | -2,145股-4.48% | 减仓 |
| IINNOVATOR ETFS TRUSTDDFM |
| 0.42% | 0.49% | $157.3万 | 8.0万股 | $146.7万 | 7.8万股 | +1,500股+1.92% | 加仓 |
 Elevance健康ELV |
| 0.41% | 0.43% | $153.0万 | 3,955股 | $130.7万 | 4,465股 | -510股-11.42% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.4% | 0.34% | $149.6万 | 4,937股 | $101.7万 | 4,281股 | +656股+15.32% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.38% | 0.46% | $144.0万 | 2.0万股 | $138.0万 | 2.2万股 | -1,328股-6.17% | 减仓 |
 迪士尼DIS |
| 0.38% | 0.5% | $143.7万 | 1.5万股 | $149.7万 | 1.6万股 | -600股-3.86% | 减仓 |
| IINNOVATOR ETFS TRUST EMRGNG MKT JANEJAN |
| 0.38% | 0.28% | $143.1万 | 4.0万股 | $84.5万 | 2.5万股 | +1.5万股+59.59% | 加仓 |
