| V先锋领航指数基金VOO |
| 13.9% | 14.02% | $5,676.4万 | 8.3万股 | $5,317.7万 | 8.2万股 | +1,032股+1.26% | 加仓 |
| I景顺·S&PIDMO |
| 6.32% | 5.97% | $2,582.1万 | 42.8万股 | $2,262.5万 | 37.9万股 | +4.9万股+12.95% | 加仓 |
| SSPDR道富系列信托SPYG |
| 5.56% | 5.6% | $2,270.7万 | 19.1万股 | $2,122.9万 | 19.2万股 | -1,188股-0.62% | 减仓 |
| IiShares安硕信托DGRO |
| 4.51% | 4.59% | $1,840.5万 | 24.3万股 | $1,739.9万 | 23.8万股 | +4,963股+2.09% | 加仓 |
| I景顺·TOTAL RETURN BOND ETFGTO |
| 3.71% | 3.63% | $1,515.1万 | 32.3万股 | $1,375.5万 | 29.1万股 | +3.2万股+10.93% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 3.61% | 3.09% | $1,474.2万 | 32.4万股 | $1,172.3万 | 25.5万股 | +6.9万股+27.28% | 加仓 |
| F富达Covington信托FDVV |
| 3.47% | 3.5% | $1,418.8万 | 23.5万股 | $1,329.0万 | 22.5万股 | +1.1万股+4.75% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 3.24% | 3.11% | $1,323.7万 | 4.4万股 | $1,179.2万 | 4.4万股 | -591股-1.33% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 2.71% | 2.76% | $1,105.5万 | 19.6万股 | $1,048.0万 | 18.1万股 | +1.4万股+7.88% | 加仓 |
| V先锋领航·WELLINGTON FDVFMF |
| 2.36% | 2.06% | $965.7万 | 5.5万股 | $780.8万 | 4.7万股 | +7,614股+16.22% | 加仓 |
| IISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETFHYGH |
| 2.11% | 2.22% | $863.2万 | 10.0万股 | $840.8万 | 9.7万股 | +2,392股+2.46% | 加仓 |
| V先锋领航·MIDVO |
| 2.11% | 2.55% | $860.5万 | 10.7万股 | $968.8万 | 12.6万股 | -1.9万股-15.06% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.78% | 1.9% | $728.2万 | 4.6万股 | $719.5万 | 4.6万股 | -312股-0.67% | 减仓 |
| F第一信托·USTCIBR |
| 1.78% | 1.64% | $726.3万 | 8.1万股 | $622.5万 | 9.3万股 | -1.2万股-12.93% | 减仓 |
| IiShares安硕·S&PIUSG |
| 1.6% | 1.5% | $654.4万 | 3.5万股 | $567.2万 | 3.2万股 | +2,373股+7.32% | 加仓 |
| IINVESCO AAA CLO FLOATINGRATE NOTE ETFICLO |
| 1.55% | 1.62% | $631.7万 | 24.7万股 | $615.1万 | 24.1万股 | +5,644股+2.34% | 加仓 |
 苹果AAPL |
| 1.5% | 1.41% | $612.1万 | 2.1万股 | $533.4万 | 2.0万股 | +1,619股+8.29% | 加仓 |
| GGlobal X基金MLPX |
| 1.31% | 1.32% | $534.0万 | 7.2万股 | $501.2万 | 7.1万股 | +1,216股+1.71% | 加仓 |
| GGUINNESS ATKINSON FDSADIV |
| 1.29% | 1.4% | $526.6万 | 28.3万股 | $529.4万 | 28.5万股 | -1,241股-0.44% | 减仓 |
 英伟达NVDA |
| 1.29% | 1.34% | $525.4万 | 2.6万股 | $508.5万 | 2.5万股 | +1,090股+4.33% | 加仓 |
| VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB |
| 1.22% | 0.95% | $498.3万 | 9.8万股 | $360.1万 | 7.1万股 | +2.7万股+38.48% | 加仓 |
| SSPDR行业精选信托XLP |
| 1.2% | 1.23% | $490.1万 | 5.9万股 | $467.7万 | 5.7万股 | +2,239股+3.94% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.18% | 1.1% | $480.2万 | 6.9万股 | $417.1万 | 6.3万股 | +6,071股+9.69% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 1.16% | 1.11% | $472.4万 | 11.3万股 | $421.7万 | 10.7万股 | +6,047股+5.67% | 加仓 |
 微软MSFT |
| 1.07% | 1.22% | $438.1万 | 1.2万股 | $463.9万 | 1.1万股 | +649股+5.85% | 加仓 |
| F第一信托交易所交易基金FYC |
| 1.03% | 1% | $421.6万 | 3.2万股 | $381.0万 | 3.1万股 | +885股+2.88% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.98% | 0.95% | $398.8万 | 1.7万股 | $361.5万 | 1.6万股 | +952股+5.99% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.95% | 0.96% | $389.3万 | 16.4万股 | $365.6万 | 15.6万股 | +8,696股+5.58% | 加仓 |
 亚马逊AMZN |
| 0.91% | 0.99% | $370.4万 | 1.6万股 | $376.8万 | 1.5万股 | +366股+2.41% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.85% | 0.78% | $347.3万 | 4.2万股 | $295.8万 | 3.6万股 | +6,489股+18.12% | 加仓 |
 卡特彼勒CAT |
| 0.83% | 0.68% | $340.2万 | 3,195股 | $257.0万 | 3,219股 | -24股-0.75% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.8% | 0.8% | $328.8万 | 5.3万股 | $301.9万 | 5.1万股 | +2,035股+3.95% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.78% | 0.8% | $316.9万 | 5.3万股 | $302.1万 | 5.1万股 | +1,811股+3.53% | 加仓 |
 谷歌AGOOGL |
| 0.69% | 0.67% | $283.6万 | 7,936股 | $254.5万 | 7,542股 | +394股+5.22% | 加仓 |
| F第一信托·USTFDN |
| 0.63% | 0.69% | $256.9万 | 9,706股 | $260.2万 | 9,861股 | -155股-1.57% | 减仓 |
| V先锋领航·HEALTHVHT |
| 0.62% | 0.55% | $251.8万 | 8,420股 | $206.8万 | 7,486股 | +934股+12.48% | 加仓 |
 礼来LLY |
| 0.59% | 0.37% | $241.5万 | 2,013股 | $138.9万 | 1,510股 | +503股+33.31% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.54% | 0.49% | $220.9万 | 1.0万股 | $187.0万 | 9,173股 | +1,209股+13.18% | 加仓 |
| S道富SPYM |
| 0.54% | 0.55% | $220.3万 | 2.5万股 | $209.2万 | 2.5万股 | -7股-0.03% | 减仓 |
 博通AVGO |
| 0.47% | 0.51% | $193.8万 | 5,130股 | $193.2万 | 4,835股 | +295股+6.10% | 加仓 |
 特斯拉TSLA |
| 0.47% | 0.44% | $191.9万 | 4,562股 | $165.0万 | 4,203股 | +359股+8.54% | 加仓 |
| F富兰克林·SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUNDFLBL |
| 0.41% | 0.45% | $167.6万 | 7.3万股 | $170.5万 | 7.4万股 | -585股-0.79% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.4% | 0.41% | $164.5万 | 4,656股 | $154.3万 | 4,599股 | +57股+1.24% | 加仓 |
| EETF系列解决方案QTUM |
| 0.39% | 0.32% | $158.4万 | 9,576股 | $123.0万 | 9,558股 | +18股+0.19% | 加仓 |
 NETFLIXNFLX |
| 0.38% | 0.45% | $155.4万 | 2.2万股 | $168.8万 | 1.8万股 | +3,954股+22.21% | 加仓 |
 Meta平台META |
| 0.38% | 0.44% | $153.4万 | 2,723股 | $165.7万 | 2,469股 | +254股+10.29% | 加仓 |
| IiShares白银信托SLV |
| 0.37% | 0.48% | $153.2万 | 2.9万股 | $181.2万 | 2.5万股 | +3,536股+14.08% | 加仓 |
| IiShares安硕信托TLT |
| 0.37% | 0.33% | $152.2万 | 1.8万股 | $126.0万 | 1.4万股 | +3,140股+21.69% | 加仓 |
| AAuspice Commodity StrategyCOM |
| 0.37% | 0.36% | $152.1万 | 4.7万股 | $137.2万 | 4.1万股 | +5,767股+14.10% | 加仓 |
 飞塔FTNT |
| 0.34% | 0.22% | $140.5万 | 9,143股 | $83.1万 | 1.0万股 | -916股-9.11% | 减仓 |
