| SSPDR标普500 ETFSPY |
| 16.06% | 16.33% | $3,243.1万 | 5.0万股 | $3,450.5万 | 5.1万股 | -734股-1.45% | 减仓 |
| V先锋领航指数基金VUG |
| 14.32% | 15.24% | $2,891.4万 | 6.6万股 | $3,219.6万 | 6.6万股 | +203股+0.31% | 加仓 |
| V先锋领航全球基金MGV |
| 10.86% | 10.07% | $2,192.2万 | 15.1万股 | $2,128.0万 | 15.1万股 | +490股+0.33% | 加仓 |
| V先锋领航·SMALLVBR |
| 9.18% | 8.54% | $1,853.6万 | 8.5万股 | $1,803.6万 | 8.5万股 | +158股+0.19% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 8.95% | 9.2% | $1,807.3万 | 7.6万股 | $1,942.9万 | 7.7万股 | -759股-0.99% | 减仓 |
| V先锋领航全球基金VFH |
| 6.14% | 6.49% | $1,240.4万 | 10.3万股 | $1,372.2万 | 10.3万股 | -127股-0.12% | 减仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 3.81% | 3.81% | $769.7万 | 10.3万股 | $805.3万 | 10.6万股 | -3,158股-2.97% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 3.62% | 3.57% | $730.5万 | 13.9万股 | $753.8万 | 14.3万股 | -3,562股-2.50% | 减仓 |
| F富达Covington信托FDVV |
| 2.89% | 2.94% | $583.7万 | 10.6万股 | $621.1万 | 11.0万股 | -3,885股-3.55% | 减仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 2.61% | 2.56% | $526.0万 | 11.0万股 | $541.9万 | 11.1万股 | -1,275股-1.15% | 减仓 |
| S道富SPHY |
| 2.43% | 2.4% | $490.7万 | 21.0万股 | $506.3万 | 21.4万股 | -3,482股-1.63% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 2.4% | 2.33% | $484.8万 | 16.1万股 | $493.1万 | 16.3万股 | -2,072股-1.27% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 2.29% | 2.23% | $462.2万 | 10.0万股 | $470.5万 | 10.2万股 | -1,313股-1.29% | 减仓 |
| V先锋领航债券指数基金BIV |
| 2.05% | 2% | $413.8万 | 5.4万股 | $423.2万 | 5.4万股 | -733股-1.35% | 减仓 |
| I景顺交易所交易基金信托XSMO |
| 1.99% | 1.89% | $401.3万 | 5.3万股 | $400.4万 | 5.6万股 | -2,815股-5.06% | 减仓 |
| V先锋领航指数基金VOO |
| 1.69% | 1.68% | $341.5万 | 5,915股 | $355.4万 | 5,785股 | +130股+2.25% | 加仓 |
| IiShares安硕信托IMCG |
| 1.52% | 1.49% | $306.7万 | 3.9万股 | $315.6万 | 4.0万股 | -598股-1.51% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 1.37% | 1.36% | $277.0万 | 5.5万股 | $287.3万 | 5.7万股 | -1,495股-2.63% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.17% | 1.32% | $237.0万 | 5,557股 | $279.4万 | 5,903股 | -346股-5.86% | 减仓 |
| S道富SPSM |
| 0.89% | 0.85% | $178.8万 | 3.7万股 | $180.1万 | 3.8万股 | -1,418股-3.69% | 减仓 |
| IiShares黄金信托IAU |
| 0.63% | 0.55% | $126.5万 | 1.4万股 | $116.4万 | 1.4万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.35% | 0.34% | $69.8万 | 3,999股 | $71.1万 | 3,814股 | +185股+4.85% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.29% | 0.29% | $59.4万 | 1.1万股 | $61.7万 | 1.1万股 | +98股+0.92% | 加仓 |
 FIRST CTZNS BANCSHARES DFCNCA |
| 0.29% | 0.31% | $58.2万 | 308股 | $66.2万 | 308股 | 00.00% | 持仓不变 |
| UUBSSLVO |
| 0.29% | 0.32% | $57.9万 | 6,516股 | $67.0万 | 6,711股 | -195股-2.91% | 减仓 |
 苹果AAPL |
| 0.26% | 0.26% | $52.4万 | 2,065股 | $53.9万 | 1,982股 | +83股+4.19% | 加仓 |
 微软MSFT |
| 0.21% | 0.26% | $42.4万 | 1,144股 | $55.3万 | 1,143股 | +1股+0.09% | 加仓 |
 AFLAC COMAFL |
| 0.18% | 0.17% | $35.7万 | 3,256股 | $35.7万 | 3,239股 | +17股+0.52% | 加仓 |
| SSPDR黄金信托GLD |
| 0.16% | 0.14% | $32.6万 | 757股 | $30.0万 | 757股 | 00.00% | 持仓不变 |
 通用动力GD |
| 0.16% | 0.15% | $31.5万 | 919股 | $30.9万 | 919股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.15% | — | $29.9万 | 645股 | $0 | 0股 | +645股 | 新买入 |
| IiShares安硕信托IVV |
| 0.14% | 0.14% | $27.3万 | 418股 | $28.6万 | 417股 | +1股+0.24% | 加仓 |
| NNEOS ETF TRUSTSPYI |
| 0.12% | 0.12% | $24.4万 | 4,946股 | $26.0万 | 4,946股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.12% | 0.13% | $24.1万 | 1,155股 | $26.8万 | 1,159股 | -4股-0.35% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.11% | 0.12% | $22.2万 | 775股 | $24.3万 | 775股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.11% | — | $21.6万 | 1,737股 | $0 | 0股 | +1,737股 | 新买入 |
| I景顺·S&PRWL |
| 0.1% | 0.1% | $21.0万 | 1,828股 | $21.4万 | 1,868股 | -40股-2.14% | 减仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.1% | 0.1% | $20.2万 | 968股 | $21.7万 | 967股 | +1股+0.10% | 加仓 |
