| I景顺QQQ信托VOO |
| 10.17% | 7.32% | $1,694.7万 | 3.5万股 | $3,655.3万 | 8.2万股 | -4.7万股-57.03% | 减仓 |
| SSPDR标普500 ETFSPY |
| 4.31% | 2.02% | $717.8万 | 1.3万股 | $1,007.6万 | 1.9万股 | -6,073股-31.53% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 4.1% | 1.24% | $683.1万 | 14.7万股 | $620.8万 | 13.3万股 | +1.4万股+10.79% | 加仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 3.85% | 3.03% | $641.9万 | 16.9万股 | $1,512.5万 | 39.3万股 | -22.4万股-56.95% | 减仓 |
 苹果AAPL |
| 3.54% | 2.43% | $589.3万 | 2.8万股 | $1,215.1万 | 7.1万股 | -4.3万股-60.51% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 3% | 0.83% | $500.3万 | 5.3万股 | $413.1万 | 4.8万股 | +5,673股+11.90% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.75% | 0.83% | $458.6万 | 8.1万股 | $412.0万 | 7.1万股 | +9,703股+13.63% | 加仓 |
| F第一信托·USTFVD |
| 2.75% | 2.36% | $458.2万 | 11.2万股 | $1,175.7万 | 27.8万股 | -16.6万股-59.61% | 减仓 |
| SSTATE STREET SPDR S&P 1500 VALUE TILT ETFVLU |
| 2.74% | 2.68% | $456.7万 | 2.7万股 | $1,338.9万 | 7.6万股 | -5.0万股-65.25% | 减仓 |
| V先锋领航指数基金VTV |
| 2.73% | 1.93% | $455.2万 | 2.8万股 | $963.1万 | 5.9万股 | -3.1万股-52.01% | 减仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 2.38% | 2.49% | $396.0万 | 4.1万股 | $1,243.6万 | 11.3万股 | -7.2万股-63.89% | 减仓 |
| IiShares安硕信托IVV |
| 2.3% | 2.4% | $383.0万 | 6,995股 | $1,197.5万 | 2.3万股 | -1.6万股-69.28% | 减仓 |
| IiShares安硕信托ICSH |
| 1.93% | 0.59% | $321.5万 | 6.3万股 | $293.8万 | 5.8万股 | +5,495股+9.48% | 加仓 |
| IiShares安硕URTH |
| 1.82% | 0.55% | $303.1万 | 2.1万股 | $274.0万 | 1.9万股 | +1,643股+8.69% | 加仓 |
 英伟达NVDA |
| 1.74% | 1.61% | $290.3万 | 2.3万股 | $803.0万 | 8,887股 | +1.5万股+164.37% | 加仓 |
| V先锋领航全球基金VGT |
| 1.74% | 1.58% | $289.4万 | 5,019股 | $787.5万 | 1.5万股 | -1.0万股-66.58% | 减仓 |
 FT VEST LADDERED BUFFER ETFFIBK |
| 1.66% | 1.57% | $277.0万 | 9.6万股 | $784.0万 | 28.0万股 | -18.5万股-65.84% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 1.53% | 0.63% | $255.7万 | 2.7万股 | $315.4万 | 3.3万股 | -6,018股-18.06% | 减仓 |
| F第一信托交易所交易基金FYC |
| 1.44% | 1.33% | $240.6万 | 3.5万股 | $662.2万 | 9.8万股 | -6.3万股-64.18% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 1.41% | 1.54% | $234.7万 | 4.3万股 | $767.3万 | 13.7万股 | -9.4万股-68.62% | 减仓 |
| F第一信托交易所交易基金FTCS |
| 1.35% | 1.51% | $225.0万 | 2.7万股 | $753.6万 | 8.8万股 | -6.1万股-69.57% | 减仓 |
| IINVESCO VARIABLE RATE INVESTMENT GRADE ETFVRIG |
| 1.29% | 0.06% | $214.8万 | 8.5万股 | $28.5万 | 1.1万股 | +7.4万股+650.98% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.26% | 1.25% | $209.4万 | 1.4万股 | $624.2万 | 4.2万股 | -2.8万股-65.99% | 减仓 |
| F第一信托交易所交易基金VIFIXD |
| 1.21% | 1.39% | $201.5万 | 4.7万股 | $692.8万 | 15.9万股 | -11.2万股-70.54% | 减仓 |
 微软MSFT |
| 1.07% | 1.45% | $177.9万 | 3,980股 | $722.0万 | 1.7万股 | -1.3万股-76.81% | 减仓 |
| V先锋领航指数基金VOO |
| 1% | 0.8% | $167.0万 | 3,339股 | $398.2万 | 8,284股 | -4,945股-59.69% | 减仓 |
 贝莱德·FLOATING RATE INCBGT |
| 0.94% | 0.32% | $157.4万 | 12.3万股 | $159.8万 | 12.3万股 | +205股+0.17% | 加仓 |
 CALAMOS CONV & HIGH INCOME FCHY |
| 0.77% | 0.28% | $127.9万 | 11.5万股 | $140.4万 | 11.9万股 | -4,317股-3.63% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.76% | 0.25% | $126.0万 | 1.8万股 | $124.8万 | 1.9万股 | -522股-2.75% | 减仓 |
| F第一信托交易所交易基金IIIFPE |
| 0.71% | 0.37% | $118.3万 | 6.8万股 | $186.9万 | 10.8万股 | -4.0万股-36.82% | 减仓 |
| F第一信托交易所交易基金VIBUFG |
| 0.7% | 0.61% | $117.4万 | 5.1万股 | $302.2万 | 13.4万股 | -8.4万股-62.29% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.66% | 1.42% | $110.0万 | 1.4万股 | $708.1万 | 9.7万股 | -8.3万股-85.82% | 减仓 |
| S嘉信策略信托SCHD |
| 0.55% | 0.38% | $92.2万 | 1.2万股 | $189.0万 | 2.3万股 | -1.2万股-49.43% | 减仓 |
 亚马逊AMZN |
| 0.53% | 0.82% | $89.0万 | 4,603股 | $410.7万 | 2.3万股 | -1.8万股-79.79% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.52% | 0.28% | $85.9万 | 5,230股 | $140.4万 | 8,288股 | -3,058股-36.90% | 减仓 |
| IiShares安硕信托LQD |
| 0.51% | 0.24% | $85.2万 | 7,957股 | $122.1万 | 1.1万股 | -3,249股-28.99% | 减仓 |
| FFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFPEI |
| 0.5% | 0.36% | $84.1万 | 4.6万股 | $178.7万 | 9.8万股 | -5.2万股-53.34% | 减仓 |
 沃尔玛WMT |
| 0.48% | 0.23% | $80.6万 | 1.2万股 | $112.7万 | 1.9万股 | -6,837股-36.49% | 减仓 |
| F第一信托交易所交易基金SDVY |
| 0.44% | 0.68% | $73.1万 | 2.2万股 | $337.9万 | 9.7万股 | -7.5万股-77.44% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.41% | 0.14% | $68.2万 | 1,744股 | $69.4万 | 1,744股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.4% | 0.39% | $66.2万 | 5,750股 | $192.4万 | 1.7万股 | -1.1万股-65.26% | 减仓 |
 宝洁PG |
| 0.39% | 0.4% | $65.0万 | 3,939股 | $202.1万 | 1.2万股 | -8,515股-68.37% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.37% | 0.44% | $62.3万 | 1,532股 | $217.7万 | 5,178股 | -3,646股-70.41% | 减仓 |
 雪佛龙CVX |
| 0.36% | 0.55% | $60.0万 | 3,835股 | $272.6万 | 1.7万股 | -1.3万股-77.81% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.34% | 0.85% | $56.6万 | 2,872股 | $425.0万 | 2.3万股 | -2.0万股-87.65% | 减仓 |
| J摩根大通交易所交易基金JQUA |
| 0.34% | 0.29% | $56.0万 | 1.1万股 | $143.0万 | 2.7万股 | -1.6万股-60.88% | 减仓 |
 威瑞森VZ |
| 0.32% | 0.28% | $53.9万 | 1.3万股 | $140.4万 | 3.3万股 | -2.0万股-60.94% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.32% | 0.38% | $53.7万 | 2,941股 | $190.7万 | 1.0万股 | -7,503股-71.84% | 减仓 |
 艾伯维ABBV |
| 0.32% | 0.35% | $53.2万 | 3,104股 | $173.5万 | 9,530股 | -6,426股-67.43% | 减仓 |
| F第一信托交易所交易基金FPX |
| 0.32% | 0.11% | $52.9万 | 5,324股 | $56.3万 | 5,324股 | 00.00% | 持仓不变 |
