| F富达Covington信托FENI |
| 12.71% | 12.85% | $1.64亿 | 408.8万股 | $1.35亿 | 363.7万股 | +45.1万股+12.40% | 加仓 |
| SSPDR道富系列信托SPYG |
| 12.06% | 12.32% | $1.56亿 | 130.9万股 | $1.30亿 | 132.5万股 | -1.6万股-1.23% | 减仓 |
| SSTATE STREET SPDR US LARGE CAP LOW VOLATILITYINDEX ETFLGLV |
| 10.84% | 10.81% | $1.40亿 | 77.2万股 | $1.14亿 | 63.9万股 | +13.3万股+20.74% | 加仓 |
| SSPDR道富系列信托SPTM |
| 9.57% | 10.61% | $1.24亿 | 136.1万股 | $1.12亿 | 141.2万股 | -5.2万股-3.66% | 减仓 |
| V先锋领航指数基金VOO |
| 8.31% | 8.27% | $1.07亿 | 15.6万股 | $8,710.4万 | 14.6万股 | +1.0万股+7.17% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 5.93% | 4.83% | $7,653.6万 | 166.2万股 | $5,085.3万 | 110.4万股 | +55.8万股+50.57% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 4.89% | 3.66% | $6,316.6万 | 138.9万股 | $3,853.5万 | 84.5万股 | +54.4万股+64.39% | 加仓 |
| JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE |
| 3.83% | 3.91% | $4,940.0万 | 63.3万股 | $4,120.2万 | 61.7万股 | +1.6万股+2.60% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 2.66% | 3.32% | $3,436.2万 | 11.3万股 | $3,497.9万 | 14.7万股 | -3.4万股-22.95% | 减仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 2.53% | 0.93% | $3,267.1万 | 64.5万股 | $983.4万 | 19.3万股 | +45.1万股+233.37% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 1.9% | 1.03% | $2,456.6万 | 48.5万股 | $1,087.6万 | 21.8万股 | +26.7万股+122.92% | 加仓 |
| I景顺QQQ信托VOO |
| 1.82% | 1.76% | $2,354.9万 | 3.2万股 | $1,850.8万 | 3.2万股 | -88股-0.27% | 减仓 |
| A美国世纪ETF信托AVEM |
| 1.5% | 1.45% | $1,935.2万 | 20.1万股 | $1,529.3万 | 19.0万股 | +1.1万股+5.68% | 加仓 |
 苹果AAPL |
| 1.18% | 1.26% | $1,527.4万 | 5.3万股 | $1,328.0万 | 5.2万股 | +456股+0.87% | 加仓 |
| IiShares安硕信托USMV |
| 1.12% | 1.37% | $1,441.3万 | 14.9万股 | $1,438.9万 | 15.5万股 | -5,742股-3.70% | 减仓 |
| S道富SPHY |
| 1% | 1.72% | $1,285.8万 | 54.9万股 | $1,811.9万 | 77.7万股 | -22.8万股-29.40% | 减仓 |
| F第一信托·USTQTEC |
| 0.93% | 0.75% | $1,206.0万 | 3.6万股 | $789.3万 | 3.7万股 | -512股-1.40% | 减仓 |
| S道富SPSM |
| 0.92% | 0.98% | $1,189.3万 | 20.6万股 | $1,031.6万 | 21.3万股 | -7,276股-3.41% | 减仓 |
| SSPDR道富系列信托HYMB |
| 0.74% | 0.85% | $952.5万 | 37.4万股 | $893.1万 | 36.0万股 | +1.4万股+3.97% | 加仓 |
| IInnovator ETF信托BUFB |
| 0.58% | 0.66% | $751.9万 | 19.1万股 | $693.5万 | 19.3万股 | -1,839股-0.95% | 减仓 |
| G通用动力VTI |
| 0.56% | 0.59% | $721.7万 | 2.0万股 | $625.6万 | 2.0万股 | +2股+0.01% | 加仓 |
| IiShares安硕信托GVI |
| 0.54% | 0.5% | $702.5万 | 6.6万股 | $526.8万 | 4.9万股 | +1.7万股+33.40% | 加仓 |
| S道富SPYM |
| 0.52% | 0.52% | $668.6万 | 7.6万股 | $546.2万 | 7.1万股 | +4,715股+6.61% | 加仓 |
| J骏利亨德森JAAA |
| 0.52% | 0.81% | $667.9万 | 13.2万股 | $848.6万 | 16.8万股 | -3.6万股-21.48% | 减仓 |
| GGOLDMAN SACHS MARKETBETA U.S. EQUITY ETFGSUS |
| 0.48% | 0.47% | $620.0万 | 6.0万股 | $493.1万 | 5.5万股 | +5,102股+9.27% | 加仓 |
 英伟达NVDA |
| 0.48% | 0.5% | $619.5万 | 3.1万股 | $529.1万 | 3.0万股 | +619股+2.04% | 加仓 |
| S道富MDYG |
| 0.38% | 0.4% | $490.4万 | 4.4万股 | $426.2万 | 4.4万股 | -668股-1.50% | 减仓 |
 微软MSFT |
| 0.38% | 0.47% | $488.0万 | 1.3万股 | $498.2万 | 1.3万股 | -377股-2.80% | 减仓 |
 博通AVGO |
| 0.36% | 0.35% | $464.4万 | 1.2万股 | $370.2万 | 1.2万股 | +335股+2.80% | 加仓 |
| S道富SPMD |
| 0.36% | 0.39% | $461.5万 | 6.8万股 | $412.8万 | 7.0万股 | -1,397股-2.00% | 减仓 |
 亚马逊AMZN |
| 0.33% | 0.34% | $420.6万 | 1.8万股 | $355.2万 | 1.7万股 | +595股+3.49% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.31% | 0.39% | $396.3万 | 17.1万股 | $410.6万 | 17.7万股 | -5,395股-3.06% | 减仓 |
 艾伯维ABBV |
| 0.27% | 0.29% | $353.9万 | 1.4万股 | $306.8万 | 1.4万股 | -47股-0.33% | 减仓 |
 VisaV |
| 0.26% | 0.29% | $333.6万 | 9,723股 | $309.8万 | 1.0万股 | -527股-5.14% | 减仓 |
 沃尔玛WMT |
| 0.24% | 0.32% | $314.2万 | 2.8万股 | $337.8万 | 2.7万股 | +557股+2.05% | 加仓 |
 穆迪MCO |
| 0.24% | 0.29% | $311.7万 | 6,883股 | $302.6万 | 6,937股 | -54股-0.78% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.2% | 0.24% | $258.3万 | 3.4万股 | $254.1万 | 3.5万股 | -255股-0.73% | 减仓 |
 摩根大通JPM |
| 0.2% | 0.21% | $254.4万 | 7,772股 | $219.9万 | 7,475股 | +297股+3.97% | 加仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 0.19% | 0.21% | $245.9万 | 5.4万股 | $220.0万 | 5.1万股 | +2,814股+5.52% | 加仓 |
| IiShares安硕信托IVW |
| 0.18% | 0.18% | $229.2万 | 1.7万股 | $187.0万 | 1.7万股 | +138股+0.83% | 加仓 |
 黑石集团BX |
| 0.17% | 0.2% | $223.2万 | 1.9万股 | $209.2万 | 1.8万股 | +780股+4.29% | 加仓 |
 谷歌AGOOGL |
| 0.17% | 0.15% | $216.6万 | 6,061股 | $160.1万 | 5,567股 | +494股+8.87% | 加仓 |
 泛林集团LRCX |
| 0.14% | 0.08% | $177.8万 | 4,103股 | $86.7万 | 4,057股 | +46股+1.13% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.14% | 0.14% | $176.5万 | 1.2万股 | $142.4万 | 1.1万股 | +1,058股+9.30% | 加仓 |
| IiShares安硕信托DVY |
| 0.14% | 0.16% | $174.7万 | 1.1万股 | $169.9万 | 1.1万股 | -43股-0.38% | 减仓 |
 礼来LLY |
| 0.14% | 0.12% | $174.3万 | 1,453股 | $121.5万 | 1,321股 | +132股+9.99% | 加仓 |
 波音BA |
| 0.13% | 0.15% | $172.5万 | 7,968股 | $157.8万 | 7,926股 | +42股+0.53% | 加仓 |
 AMD超威AMD |
| 0.13% | 0.05% | $167.2万 | 2,878股 | $57.5万 | 2,825股 | +53股+1.88% | 加仓 |
| TTR ACTIVEBETA US SMALL CAP EQUITY ETFGSSC |
| 0.13% | 0.12% | $164.1万 | 1.8万股 | $130.5万 | 1.8万股 | +469股+2.68% | 加仓 |
| IINNOVATOR ETFS TR EQUITY DEFINED PROTN ETF - 2 YR TO JULY 2027TJUL |
| 0.13% | 0.16% | $162.8万 | 5.4万股 | $173.1万 | 5.9万股 | -5,097股-8.65% | 减仓 |
