| I景顺·NASDAQ 100 ETFQQQM |
| 5.76% | 4.93% | $4,553.6万 | 15.0万股 | $3,397.8万 | 14.3万股 | +7,306股+5.11% | 加仓 |
| I景顺QQQ信托VOO |
| 3.13% | 2.94% | $2,471.6万 | 3.4万股 | $2,024.0万 | 3.5万股 | -1,503股-4.29% | 减仓 |
| V先锋领航指数基金VOO |
| 2.86% | 1.99% | $2,258.3万 | 3.3万股 | $1,373.6万 | 2.3万股 | +9,892股+43.03% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 2.63% | 2.75% | $2,080.9万 | 18.4万股 | $1,895.3万 | 18.3万股 | +989股+0.54% | 加仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 2.56% | 2.6% | $2,022.7万 | 27.0万股 | $1,791.1万 | 26.7万股 | +2,988股+1.12% | 加仓 |
苹果AAPL |
| 2.56% | 2.56% | $2,020.3万 | 7.0万股 | $1,761.6万 | 6.9万股 | +409股+0.59% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 2.27% | 2.19% | $1,793.6万 | 21.9万股 | $1,509.2万 | 21.3万股 | +6,059股+2.85% | 加仓 |
| C资本集团股息价值CCBG |
| 2.15% | 2.08% | $1,698.5万 | 34.5万股 | $1,435.1万 | 33.7万股 | +7,327股+2.17% | 加仓 |
英伟达NVDA |
| 1.68% | 1.72% | $1,329.4万 | 6.6万股 | $1,187.4万 | 6.8万股 | -1,645股-2.42% | 减仓 |
| C资本集团成长ETFCGGR |
| 1.68% | 1.55% | $1,324.7万 | 28.1万股 | $1,065.9万 | 26.5万股 | +1.5万股+5.82% | 加仓 |
微软MSFT |
| 1.59% | 1.84% | $1,254.9万 | 3.4万股 | $1,269.3万 | 3.4万股 | -647股-1.89% | 减仓 |
| F第一信托交易所交易基金FTGS |
| 1.54% | 1.57% | $1,219.9万 | 33.0万股 | $1,080.3万 | 31.7万股 | +1.2万股+3.91% | 加仓 |
| AAB DISRUPTORS ETFFWD |
| 1.54% | 1.16% | $1,215.9万 | 8.2万股 | $796.7万 | 7.3万股 | +8,704股+11.86% | 加仓 |
| IiShares安硕信托DGRO |
| 1.5% | 1.56% | $1,186.3万 | 15.7万股 | $1,077.6万 | 15.4万股 | +2,975股+1.94% | 加仓 |
亚马逊AMZN |
| 1.49% | 1.49% | $1,178.9万 | 4.9万股 | $1,023.2万 | 4.9万股 | +333股+0.68% | 加仓 |
| IiShares安硕信托IVV |
| 1.48% | 1.68% | $1,166.5万 | 1.6万股 | $1,158.0万 | 1.8万股 | -2,151股-12.13% | 减仓 |
| I景顺交易所交易基金信托XLG |
| 1.34% | 1.32% | $1,063.5万 | 17.4万股 | $910.4万 | 16.7万股 | +6,785股+4.07% | 加仓 |
| AAvantis·U SAVUV |
| 1.3% | 1.23% | $1,029.8万 | 8.3万股 | $844.7万 | 7.6万股 | +6,078股+7.95% | 加仓 |
| WWORLD GOLD TRGLD |
| 1.27% | 1.55% | $1,004.8万 | 12.7万股 | $1,066.2万 | 11.5万股 | +1.1万股+9.99% | 加仓 |
| AAB INTLILOW |
| 1.19% | 1.19% | $944.0万 | 20.8万股 | $819.3万 | 19.2万股 | +1.6万股+8.12% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.17% | 1.16% | $921.8万 | 11.2万股 | $800.5万 | 11.3万股 | -599股-0.53% | 减仓 |
| I景顺交易所交易基金信托PPA |
| 1.14% | 1.06% | $900.3万 | 5.1万股 | $727.2万 | 4.4万股 | +7,077股+16.13% | 加仓 |
| F富兰克林邓普顿ETF信托YLDE |
| 1.06% | 0.71% | $839.0万 | 14.5万股 | $486.1万 | 8.8万股 | +5.6万股+63.79% | 加仓 |
| F第一信托交易所交易基金FPX |
| 0.99% | 0.83% | $781.0万 | 4.1万股 | $569.4万 | 3.5万股 | +5,922股+17.01% | 加仓 |
谷歌AGOOGL |
| 0.96% | 0.89% | $762.9万 | 2.1万股 | $612.4万 | 2.1万股 | +52股+0.24% | 加仓 |
特斯拉TSLA |
| 0.93% | 1.65% | $737.3万 | 1.8万股 | $1,136.3万 | 3.1万股 | -1.3万股-42.65% | 减仓 |
| F第一信托交易所交易基金SDVY |
| 0.93% | 0.97% | $732.5万 | 17.0万股 | $664.7万 | 16.9万股 | +1,219股+0.72% | 加仓 |
| I景顺·S&PSPHQ |
| 0.91% | 0.88% | $717.0万 | 8.0万股 | $609.2万 | 8.1万股 | -1,441股-1.78% | 减仓 |
| I景顺交易所交易基金信托EQWL |
| 0.89% | 1.71% | $701.9万 | 5.4万股 | $1,177.6万 | 10.2万股 | -4.8万股-46.76% | 减仓 |
| IiShares安硕·COREIJR |
| 0.85% | 0.82% | $674.5万 | 4.5万股 | $564.1万 | 4.5万股 | +105股+0.23% | 加仓 |
摩根大通JPM |
| 0.85% | 0.82% | $669.1万 | 2.0万股 | $567.3万 | 1.9万股 | +1,156股+5.99% | 加仓 |
FIRST INTST BANCSYSTEMFIBK |
| 0.84% | 0.91% | $667.5万 | 18.3万股 | $627.3万 | 18.6万股 | -3,014股-1.62% | 减仓 |
泛林集团LRCX |
| 0.72% | 0.42% | $567.3万 | 1.3万股 | $288.9万 | 1.4万股 | -429股-3.17% | 减仓 |
| TTCW ETF TRUSTXB |
| 0.7% | 0.65% | $556.0万 | 14.2万股 | $448.0万 | 11.4万股 | +2.8万股+24.29% | 加仓 |
| SSpaceXSPCX |
| 0.69% | — | $544.4万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| CCAPITAL INTERNATIONAL EQUITY ETFCGIE |
| 0.69% | 0.56% | $543.6万 | 14.9万股 | $386.6万 | 11.7万股 | +3.3万股+27.95% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.68% | 0.65% | $535.3万 | 15.4万股 | $449.5万 | 14.7万股 | +6,417股+4.35% | 加仓 |
| WWisdomTree信托QGRW |
| 0.66% | 0.29% | $522.9万 | 7.9万股 | $202.9万 | 3.8万股 | +4.1万股+108.54% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.66% | 0.61% | $518.2万 | 15.3万股 | $421.3万 | 14.5万股 | +8,519股+5.89% | 加仓 |
QUANTA SVCSPWR |
| 0.6% | 0.54% | $476.0万 | 6,611股 | $371.5万 | 6,766股 | -155股-2.29% | 减仓 |
宝洁PG |
| 0.59% | 0.66% | $467.1万 | 3.2万股 | $454.4万 | 3.1万股 | +393股+1.25% | 加仓 |
博通AVGO |
| 0.58% | 0.56% | $460.8万 | 1.2万股 | $385.7万 | 1.2万股 | -262股-2.10% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.57% | 0.59% | $449.3万 | 2.1万股 | $403.7万 | 2.1万股 | +83股+0.39% | 加仓 |
ALTRIAMO |
| 0.57% | 0.6% | $447.5万 | 6.2万股 | $410.5万 | 6.2万股 | -4股-0.01% | 减仓 |
| F第一信托交易所交易基金FTCS |
| 0.56% | 0.64% | $441.5万 | 4.7万股 | $439.8万 | 4.7万股 | -406股-0.86% | 减仓 |
| FFIRST TRUST LARGE CAP CORE ALPHADEX FUNDFEX |
| 0.53% | 0.53% | $422.3万 | 3.0万股 | $365.2万 | 3.0万股 | +234股+0.78% | 加仓 |
| IiShares安硕·COREIJH |
| 0.51% | 0.53% | $405.0万 | 5.3万股 | $364.4万 | 5.4万股 | -1,441股-2.67% | 减仓 |
| TTCW ETF TRUST TRANSFORM SYSTEMPWRD |
| 0.51% | 0.44% | $402.8万 | 3.3万股 | $301.3万 | 3.1万股 | +1,936股+6.28% | 加仓 |
阿斯麦ASML |
| 0.5% | 0.37% | $395.8万 | 1,990股 | $256.4万 | 1,941股 | +49股+2.52% | 加仓 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 0.49% | 0.53% | $389.5万 | 8.5万股 | $364.0万 | 9.2万股 | -7,077股-7.68% | 减仓 |