| IiShares安硕信托IVV |
| 11.7% | 10.76% | $2,418.9万 | 3.2万股 | $2,016.7万 | 3.1万股 | +1,427股+4.62% | 加仓 |
| V先锋领航指数基金VTV |
| 11.67% | 11.36% | $2,411.0万 | 11.1万股 | $2,129.0万 | 10.9万股 | +2,120股+1.95% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 8.48% | 7.83% | $1,753.0万 | 51.8万股 | $1,467.2万 | 50.4万股 | +1.4万股+2.85% | 加仓 |
| IiShares安硕信托IEFA |
| 7.8% | 7.79% | $1,611.7万 | 16.7万股 | $1,459.5万 | 16.1万股 | +5,655股+3.51% | 加仓 |
| VVanEck Russia ETFBBH |
| 4.7% | 5.07% | $972.4万 | 9.4万股 | $949.8万 | 9.8万股 | -4,682股-4.77% | 减仓 |
 博通AVGO |
| 4.01% | 3.74% | $828.7万 | 2.2万股 | $701.4万 | 2.3万股 | -723股-3.19% | 减仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 3.86% | 3.7% | $798.3万 | 19.7万股 | $692.8万 | 19.3万股 | +4,076股+2.12% | 加仓 |
| SSIMPLIFY EXCHANGE TRADED FUNCTA |
| 3.35% | 4.22% | $692.2万 | 26.7万股 | $791.6万 | 26.2万股 | +4,898股+1.87% | 加仓 |
| IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF |
| 3.27% | 3.01% | $676.0万 | 7.6万股 | $563.0万 | 7.5万股 | +1,253股+1.68% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 2.92% | 2.87% | $603.0万 | 5.3万股 | $538.0万 | 5.2万股 | +1,374股+2.64% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.19% | 2.12% | $452.9万 | 1.9万股 | $397.5万 | 1.8万股 | +342股+1.87% | 加仓 |
 谷歌AGOOGL |
| 2.05% | 2.04% | $422.8万 | 1.2万股 | $382.4万 | 1.3万股 | -1,468股-11.04% | 减仓 |
| GGlobal X基金AIQ |
| 1.85% | 1.37% | $383.0万 | 5.8万股 | $256.0万 | 5.5万股 | +3,507股+6.39% | 加仓 |
| IISHARES U.S. CONSUMER STAPLES ETFIYK |
| 1.76% | 1.85% | $363.4万 | 5.0万股 | $346.2万 | 4.9万股 | +576股+1.17% | 加仓 |
| V先锋领航·HEALTHVHT |
| 1.67% | 1.6% | $346.0万 | 1.2万股 | $299.0万 | 1.1万股 | +594股+5.41% | 加仓 |
| S道富SPYM |
| 1.51% | 1.33% | $311.7万 | 3.5万股 | $249.1万 | 3.3万股 | +2,919股+8.97% | 加仓 |
 苹果AAPL |
| 1.37% | 1.33% | $283.4万 | 9,793股 | $249.1万 | 9,817股 | -24股-0.24% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 1.28% | 1.11% | $265.3万 | 1.1万股 | $208.4万 | 1.0万股 | +760股+7.59% | 加仓 |
 摩根大通JPM |
| 1.27% | 1.26% | $262.3万 | 8,013股 | $237.0万 | 8,055股 | -42股-0.52% | 减仓 |
 艾伯维ABBV |
| 1.24% | 1.14% | $257.3万 | 1.0万股 | $213.4万 | 9,812股 | +412股+4.20% | 加仓 |
 微软MSFT |
| 1.23% | 1.29% | $254.0万 | 6,811股 | $241.1万 | 6,512股 | +299股+4.59% | 加仓 |
| J骏利亨德森JAAA |
| 0.98% | 0.99% | $203.1万 | 4.0万股 | $185.1万 | 3.7万股 | +3,462股+9.42% | 加仓 |
 迪尔DE |
| 0.89% | 0.87% | $184.3万 | 2,906股 | $162.7万 | 2,888股 | +18股+0.62% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.83% | 0.83% | $172.4万 | 3.4万股 | $154.8万 | 3.1万股 | +3,494股+11.42% | 加仓 |
 亚马逊AMZN |
| 0.78% | 0.77% | $162.0万 | 6,795股 | $144.2万 | 6,925股 | -130股-1.88% | 减仓 |
| FFIRST TR EXCHANGE-TRADED FDRCTR |
| 0.75% | 0.84% | $154.8万 | 4.6万股 | $156.9万 | 4.5万股 | +909股+2.02% | 加仓 |
 思科CSCO |
| 0.74% | 0.57% | $152.0万 | 1.3万股 | $106.6万 | 1.4万股 | -796股-5.80% | 减仓 |
 雪佛龙CVX |
| 0.68% | 0.94% | $140.6万 | 8,479股 | $176.6万 | 8,534股 | -55股-0.64% | 减仓 |
 沃尔玛WMT |
| 0.62% | 0.76% | $127.9万 | 1.1万股 | $141.6万 | 1.1万股 | -107股-0.94% | 减仓 |
 空气化工APD |
| 0.57% | 0.57% | $117.0万 | 3,991股 | $106.9万 | 3,679股 | +312股+8.48% | 加仓 |
 XCEL ENERGY COMXEL |
| 0.54% | 0.59% | $112.1万 | 1.4万股 | $110.7万 | 1.4万股 | +18股+0.13% | 加仓 |
 第一资本COF |
| 0.51% | 0.48% | $105.8万 | 5,273股 | $90.7万 | 4,973股 | +300股+6.03% | 加仓 |
 VisaV |
| 0.45% | 0.4% | $92.9万 | 2,709股 | $74.2万 | 2,454股 | +255股+10.39% | 加仓 |
| J骏利Detroit策略信托JMBS |
| 0.42% | 0.45% | $87.3万 | 1.9万股 | $83.6万 | 1.8万股 | +908股+4.91% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.4% | 0.4% | $81.7万 | 8,320股 | $75.2万 | 7,979股 | +341股+4.27% | 加仓 |
 杜克能源DUK |
| 0.39% | 0.42% | $80.6万 | 6,370股 | $79.2万 | 6,052股 | +318股+5.25% | 加仓 |
| TTERADYNETER |
| 0.36% | 0.66% | $74.9万 | 1,547股 | $122.7万 | 4,140股 | -2,593股-62.63% | 减仓 |
 家得宝HD |
| 0.36% | 0.4% | $74.2万 | 2,104股 | $75.3万 | 2,290股 | -186股-8.12% | 减仓 |
 星巴克SBUX |
| 0.35% | 0.32% | $72.0万 | 7,050股 | $60.2万 | 6,716股 | +334股+4.97% | 加仓 |
 UNITED AIRLS COMUAL |
| 0.34% | 0.2% | $71.3万 | 5,241股 | $37.7万 | 4,090股 | +1,151股+28.14% | 加仓 |
 Meta平台META |
| 0.34% | 0.39% | $69.8万 | 1,240股 | $73.2万 | 1,280股 | -40股-3.13% | 减仓 |
 斯伦贝谢SLB |
| 0.34% | 0.43% | $69.4万 | 1.5万股 | $80.2万 | 1.6万股 | -670股-4.29% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.33% | 0.29% | $67.2万 | 1,902股 | $54.6万 | 1,902股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.32% | 0.41% | $65.4万 | 1.5万股 | $77.5万 | 1.5万股 | +6股+0.04% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.31% | 0.33% | $64.7万 | 1,292股 | $61.0万 | 1,272股 | +20股+1.57% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.31% | 0.34% | $63.7万 | 1.3万股 | $62.9万 | 1.3万股 | 00.00% | 持仓不变 |
 波音BA |
| 0.31% | 0.33% | $63.4万 | 2,930股 | $61.3万 | 3,078股 | -148股-4.81% | 减仓 |
| IiShares安硕信托GVI |
| 0.3% | 0.35% | $62.5万 | 5,810股 | $65.3万 | 6,149股 | -339股-5.51% | 减仓 |
 联合健康UNH |
| 0.29% | 0.2% | $60.5万 | 1,457股 | $37.6万 | 1,389股 | +68股+4.90% | 加仓 |
 康菲石油COP |
| 0.29% | 0.44% | $60.0万 | 5,775股 | $81.6万 | 6,183股 | -408股-6.60% | 减仓 |
