| WWORLD GOLD TRGLD |
| 16.02% | 15.42% | $933.1万 | 10.9万股 | $874.4万 | 11.4万股 | -5,075股-4.44% | 减仓 |
| F第一信托交易所交易基金FTCB |
| 12.13% | 10.31% | $706.6万 | 33.3万股 | $585.0万 | 27.5万股 | +5.8万股+21.24% | 加仓 |
| PPIMCO太平洋投资管理ETFLDUR |
| 7.08% | 7.29% | $412.1万 | 4.3万股 | $413.7万 | 4.3万股 | -76股-0.18% | 减仓 |
| I景顺交易所交易基金IISPMO |
| 5.6% | 6.39% | $326.1万 | 2.7万股 | $362.7万 | 3.0万股 | -2,633股-8.79% | 减仓 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 4.27% | 4.25% | $248.8万 | 4.9万股 | $241.3万 | 4.8万股 | +1,620股+3.40% | 加仓 |
| I景顺自营指数基金IUS |
| 3.58% | 3.13% | $208.3万 | 3.6万股 | $177.8万 | 3.2万股 | +4,250股+13.20% | 加仓 |
| F富兰克林邓普顿ETF信托YLDE |
| 3.48% | 2.99% | $202.6万 | 3.6万股 | $169.8万 | 3.0万股 | +5,924股+19.69% | 加仓 |
 KONINKLIJKE PHILIPS N V NY REGIS SHS NEWPHG |
| 3.47% | — | $202.3万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
| F第一信托交易所交易基金SDVY |
| 3.26% | 2.99% | $190.0万 | 5.0万股 | $169.6万 | 4.5万股 | +4,977股+11.16% | 加仓 |
| J骏利Detroit策略信托JMBS |
| 2.54% | 2.32% | $148.0万 | 3.2万股 | $131.5万 | 2.9万股 | +3,590股+12.46% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 2.44% | 3.48% | $142.1万 | 2.8万股 | $197.2万 | 4.0万股 | -1.1万股-28.23% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.23% | 1.7% | $129.7万 | 2.6万股 | $96.3万 | 1.9万股 | +6,655股+35.07% | 加仓 |
| V先锋领航指数基金VOO |
| 2.07% | 2.25% | $120.6万 | 1,923股 | $127.3万 | 2,079股 | -156股-7.50% | 减仓 |
| WWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUNDDDWM |
| 1.86% | — | $108.4万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| J摩根大通·SHORT DURATION CORE PLUS ETFJSCP |
| 1.64% | 1.49% | $95.6万 | 2.0万股 | $84.6万 | 1.8万股 | +2,320股+13.05% | 加仓 |
| GGlobal X基金PAVE |
| 1.58% | 1.6% | $91.7万 | 1.9万股 | $90.5万 | 1.9万股 | +189股+0.99% | 加仓 |
 埃克森美孚XOM |
| 1.46% | 1.49% | $85.3万 | 7,089股 | $84.5万 | 7,495股 | -406股-5.42% | 减仓 |
| S道富SPYV |
| 1.41% | 1.42% | $81.9万 | 1.4万股 | $80.8万 | 1.5万股 | -184股-1.26% | 减仓 |
| EEVENTIDE HIGH DIVIDEND ETFELCV |
| 1.38% | 1.24% | $80.1万 | 3.0万股 | $70.4万 | 2.6万股 | +3,872股+14.72% | 加仓 |
 GE航空GE |
| 1.12% | 1.03% | $65.5万 | 2,126股 | $58.4万 | 1,943股 | +183股+9.42% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.04% | 1.18% | $60.4万 | 1.4万股 | $67.2万 | 1.6万股 | -2,096股-13.35% | 减仓 |
| SSPDR黄金信托GLD |
| 1.02% | 0.97% | $59.1万 | 1,492股 | $54.8万 | 1,542股 | -50股-3.24% | 减仓 |
 英伟达NVDA |
| 0.99% | 1.5% | $57.6万 | 3,091股 | $85.2万 | 4,568股 | -1,477股-32.33% | 减仓 |
 好事达ALL |
| 0.95% | 1.01% | $55.3万 | 2,656股 | $57.0万 | 2,656股 | 00.00% | 持仓不变 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST U.S EQTGJUN |
| 0.93% | 0.94% | $54.3万 | 1.4万股 | $53.3万 | 1.4万股 | 00.00% | 持仓不变 |
| FFIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETFQQEW |
| 0.91% | 1.27% | $53.0万 | 3,731股 | $71.8万 | 5,088股 | -1,357股-26.67% | 减仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTEDOW |
| 0.9% | 1.01% | $52.5万 | 1.3万股 | $57.2万 | 1.4万股 | -1,423股-10.07% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.9% | 1.16% | $52.2万 | 6,322股 | $65.9万 | 8,166股 | -1,844股-22.58% | 减仓 |
 博通AVGO |
| 0.82% | 0.69% | $47.5万 | 1,373股 | $39.0万 | 1,183股 | +190股+16.06% | 加仓 |
 微软MSFT |
| 0.74% | 0.82% | $42.8万 | 886股 | $46.5万 | 898股 | -12股-1.34% | 减仓 |
 Arista网络ANET |
| 0.71% | 0.62% | $41.5万 | 3,171股 | $35.3万 | 2,421股 | +750股+30.98% | 加仓 |
| IiShares安硕信托GVI |
| 0.68% | 0.73% | $39.9万 | 3,722股 | $41.4万 | 3,887股 | -165股-4.24% | 减仓 |
| IiShares白银信托SLV |
| 0.65% | 0.68% | $37.8万 | 5,864股 | $38.7万 | 9,143股 | -3,279股-35.86% | 减仓 |
 雪佛龙CVX |
| 0.62% | 0.65% | $36.2万 | 2,377股 | $36.9万 | 2,377股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPYG |
| 0.62% | 0.68% | $36.0万 | 3,371股 | $38.5万 | 3,687股 | -316股-8.57% | 减仓 |
 GE VernovaGEV |
| 0.61% | 0.54% | $35.4万 | 542股 | $30.6万 | 498股 | +44股+8.84% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.58% | — | $34.0万 | 6,672股 | $0 | 0股 | +6,672股 | 新买入 |
| F第一信托交易所交易基金VIFJUL |
| 0.58% | 0.75% | $33.9万 | 6,054股 | $42.3万 | 7,724股 | -1,670股-21.62% | 减仓 |
 SYSCO COMSYY |
| 0.58% | 0.67% | $33.8万 | 4,581股 | $37.8万 | 4,590股 | -9股-0.20% | 减仓 |
 苹果AAPL |
| 0.57% | 0.56% | $32.9万 | 1,211股 | $31.5万 | 1,237股 | -26股-2.10% | 减仓 |
 摩根大通JPM |
| 0.54% | 0.65% | $31.5万 | 977股 | $36.8万 | 1,167股 | -190股-16.28% | 减仓 |
| FFABRINETFN |
| 0.53% | — | $30.7万 | 674股 | $0 | 0股 | +674股 | 新买入 |
| J摩根大通交易所交易基金JEPI |
| 0.52% | 4.39% | $30.6万 | 5,339股 | $248.8万 | 4.4万股 | -3.8万股-87.75% | 减仓 |
| IINSPIRE 100 ETFBIBL |
| 0.5% | 0.52% | $29.0万 | 6,430股 | $29.7万 | 6,695股 | -265股-3.96% | 减仓 |
 DTE ENERGY COMDTE |
| 0.47% | 0.52% | $27.1万 | 2,100股 | $29.7万 | 2,100股 | 00.00% | 持仓不变 |
| S道富SPSM |
| 0.43% | 0.51% | $24.8万 | 5,288股 | $28.9万 | 6,232股 | -944股-15.15% | 减仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 0.4% | 0.71% | $23.1万 | 5,213股 | $40.3万 | 9,288股 | -4,075股-43.87% | 减仓 |
| BBANK OF AMERBAC |
| 0.39% | 0.55% | $22.9万 | 4,164股 | $31.3万 | 6,065股 | -1,901股-31.34% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.38% | 0.38% | $22.3万 | 3,567股 | $21.5万 | 3,587股 | -20股-0.56% | 减仓 |
| EELEVATION SERIES TRUSTSOVF |
| 0.38% | — | $22.2万 | 7,610股 | $0 | 0股 | +7,610股 | 新买入 |
