| V先锋领航指数基金VOO |
| 10.91% | 10.86% | $3,083.4万 | 4.5万股 | $2,654.7万 | 4.4万股 | +466股+1.05% | 加仓 |
| PPimco Active Bond ETFBOND |
| 10.82% | 8.91% | $3,060.4万 | 33.2万股 | $2,176.8万 | 23.6万股 | +9.6万股+40.70% | 加仓 |
| PPIMCO太平洋投资管理ETFLDUR |
| 6.86% | 9.07% | $1,939.5万 | 20.3万股 | $2,216.7万 | 23.1万股 | -2.8万股-12.31% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 6.39% | 2.69% | $1,805.5万 | 68.1万股 | $658.5万 | 25.1万股 | +42.9万股+170.86% | 加仓 |
| AAvantis·U SAVUV |
| 5.38% | 5.8% | $1,520.4万 | 12.2万股 | $1,417.8万 | 12.8万股 | -6,480股-5.05% | 减仓 |
| SSTRATEGY SHSESUM |
| 5.37% | 5.31% | $1,519.5万 | 49.6万股 | $1,298.8万 | 49.6万股 | -104股-0.02% | 减仓 |
| SSPDR道富指数基金SPDW |
| 5.1% | 5.44% | $1,441.4万 | 28.6万股 | $1,329.9万 | 29.1万股 | -5,276股-1.81% | 减仓 |
| I景顺QQQ信托VOO |
| 4.54% | 4.4% | $1,284.5万 | 1.7万股 | $1,075.4万 | 1.9万股 | -1,190股-6.39% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 4.49% | 4.33% | $1,268.6万 | 15.6万股 | $1,059.4万 | 15.5万股 | +1,339股+0.86% | 加仓 |
| TTIMOTHY PLANTPIF |
| 4.33% | 4.91% | $1,224.8万 | 32.8万股 | $1,199.5万 | 33.3万股 | -4,537股-1.36% | 减仓 |
| V先锋领航·MIDVO |
| 3.96% | 4.1% | $1,119.6万 | 13.9万股 | $1,001.1万 | 3.5万股 | +10.4万股+298.62% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.89% | 3.55% | $817.6万 | 16.2万股 | $868.4万 | 17.2万股 | -9,915股-5.78% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 2.88% | 3.11% | $813.6万 | 20.0万股 | $759.5万 | 22.0万股 | -2.0万股-8.93% | 减仓 |
| F第一信托·USTCIBR |
| 2.8% | 2.22% | $791.0万 | 8.8万股 | $543.1万 | 8.7万股 | +1,398股+1.61% | 加仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 2.79% | 2.98% | $789.6万 | 12.2万股 | $728.7万 | 12.1万股 | +762股+0.63% | 加仓 |
| TTIMOTHY PLANTPSC |
| 2.61% | 2.66% | $738.7万 | 15.4万股 | $649.5万 | 15.3万股 | +945股+0.62% | 加仓 |
| EEVENTIDE HIGH DIVIDEND ETFELCV |
| 2.22% | 2.43% | $626.3万 | 19.1万股 | $593.3万 | 20.5万股 | -1.4万股-6.87% | 减仓 |
| IiShares安硕信托IVV |
| 1.77% | 1.84% | $501.8万 | 6,700股 | $448.8万 | 6,870股 | -170股-2.47% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.52% | 1.66% | $429.5万 | 1.9万股 | $406.3万 | 1.9万股 | -328股-1.70% | 减仓 |
| V先锋领航指数基金VB |
| 0.75% | 0.76% | $212.6万 | 7,014股 | $186.7万 | 7,130股 | -116股-1.63% | 减仓 |
 英伟达NVDA |
| 0.66% | 0.6% | $187.6万 | 9,376股 | $147.7万 | 8,470股 | +906股+10.70% | 加仓 |
| TTIMOTHY PLAN US LARGE/MID CAP CORE ETFTPLC |
| 0.65% | 0.7% | $182.9万 | 3.6万股 | $171.0万 | 3.7万股 | -500股-1.36% | 减仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL |
| 0.6% | — | $170.0万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| V先锋领航·SMALLVBR |
| 0.58% | 0.73% | $164.2万 | 6,756股 | $177.7万 | 8,181股 | -1,425股-17.42% | 减仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 0.57% | 0.27% | $161.6万 | 3.2万股 | $65.2万 | 1.3万股 | +1.9万股+147.98% | 加仓 |
 苹果AAPL |
| 0.56% | 0.45% | $158.9万 | 5,491股 | $110.1万 | 4,340股 | +1,151股+26.52% | 加仓 |
| IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - NOVEMBERXBJL |
| 0.51% | 0.55% | $144.2万 | 3.6万股 | $134.1万 | 3.6万股 | -65股-0.18% | 减仓 |
 STAG INDUSTRIALSTAG |
| 0.45% | — | $126.7万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| IInnovator ETF信托UJUN |
| 0.42% | 0.14% | $118.0万 | 3.1万股 | $33.4万 | 8,958股 | +2.2万股+241.72% | 加仓 |
 微软MSFT |
| 0.37% | 0.39% | $105.2万 | 2,820股 | $95.5万 | 2,581股 | +239股+9.26% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.37% | 0.41% | $103.7万 | 9,984股 | $99.3万 | 1.0万股 | -234股-2.29% | 减仓 |
| IiShares安硕信托EFV |
| 0.36% | 0.41% | $102.0万 | 1.3万股 | $100.8万 | 1.4万股 | -223股-1.65% | 减仓 |
| V先锋领航指数基金VTV |
| 0.36% | 0.39% | $101.8万 | 4,670股 | $95.3万 | 4,857股 | -187股-3.85% | 减仓 |
| G通用动力VTI |
| 0.33% | 0.34% | $94.5万 | 2,554股 | $83.4万 | 2,600股 | -46股-1.77% | 减仓 |
 亚马逊AMZN |
| 0.31% | 0.28% | $88.9万 | 3,730股 | $69.3万 | 3,327股 | +403股+12.11% | 加仓 |
 谷歌AGOOGL |
| 0.27% | 0.23% | $76.5万 | 2,140股 | $55.2万 | 1,919股 | +221股+11.52% | 加仓 |
| TTim Pln:High Dividend StTPHD |
| 0.27% | 0.31% | $75.3万 | 1.8万股 | $75.4万 | 1.8万股 | -424股-2.33% | 减仓 |
 博通AVGO |
| 0.24% | 0.21% | $67.5万 | 1,788股 | $50.4万 | 1,627股 | +161股+9.90% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.23% | 0.19% | $64.8万 | 1,833股 | $47.4万 | 1,653股 | +180股+10.89% | 加仓 |
| IiShares安硕信托IVW |
| 0.21% | 0.2% | $58.4万 | 4,243股 | $48.1万 | 4,250股 | -7股-0.16% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.18% | 0.19% | $51.8万 | 6,805股 | $45.7万 | 6,669股 | +136股+2.04% | 加仓 |
 美光科技MU |
| 0.18% | — | $50.9万 | 441股 | $0 | 0股 | +441股 | 新买入 |
 埃克森美孚XOM |
| 0.18% | 0.24% | $49.5万 | 3,622股 | $59.6万 | 3,513股 | +109股+3.10% | 加仓 |
 Meta平台META |
| 0.16% | 0.18% | $46.5万 | 826股 | $43.0万 | 751股 | +75股+9.99% | 加仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 0.16% | 0.16% | $46.2万 | 5,046股 | $38.4万 | 5,029股 | +17股+0.34% | 加仓 |
 雷神技术RTX |
| 0.15% | 0.18% | $43.7万 | 2,301股 | $43.7万 | 2,268股 | +33股+1.46% | 加仓 |
 特斯拉TSLA |
| 0.15% | 0.14% | $43.3万 | 1,029股 | $34.7万 | 933股 | +96股+10.29% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.15% | 0.17% | $43.0万 | 6,040股 | $41.4万 | 6,454股 | -414股-6.41% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.14% | 0.13% | $40.5万 | 1,336股 | $32.6万 | 1,371股 | -35股-2.55% | 减仓 |
 摩根大通JPM |
| 0.14% | 0.14% | $40.4万 | 1,235股 | $34.2万 | 1,164股 | +71股+6.10% | 加仓 |
