| S嘉信策略信托SCHF |
| 11.6% | 11.52% | $4,349.7万 | 157.0万股 | $3,807.4万 | 153.8万股 | +3.2万股+2.08% | 加仓 |
| GGlobal X基金MLPX |
| 8.26% | 9.36% | $3,098.1万 | 42.1万股 | $3,092.0万 | 41.8万股 | +2,413股+0.58% | 加仓 |
| V先锋领航·FSTEVWO |
| 6.75% | 6.79% | $2,532.5万 | 42.4万股 | $2,243.1万 | 41.5万股 | +9,271股+2.23% | 加仓 |
| V先锋领航·FTSEVEA |
| 6.64% | 6.81% | $2,489.8万 | 34.9万股 | $2,249.6万 | 35.1万股 | -1,610股-0.46% | 减仓 |
| AABRDN BLOOMBERGBCI |
| 5.56% | 6.73% | $2,087.0万 | 93.4万股 | $2,225.4万 | 91.6万股 | +1.8万股+1.97% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 5.24% | 4.96% | $1,965.0万 | 58.1万股 | $1,638.0万 | 56.2万股 | +1.8万股+3.27% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 5.2% | 5.02% | $1,951.2万 | 56.1万股 | $1,658.3万 | 54.4万股 | +1.7万股+3.10% | 加仓 |
| V先锋领航指数基金VUG |
| 4.62% | 4.54% | $1,733.1万 | 20.1万股 | $1,498.9万 | 3.4万股 | +16.7万股+486.30% | 加仓 |
| V先锋领航指数基金VBK |
| 4.55% | 4.22% | $1,707.0万 | 4.7万股 | $1,395.1万 | 4.6万股 | +520股+1.13% | 加仓 |
| V先锋领航指数基金VOT |
| 4.25% | 3.96% | $1,593.1万 | 5.2万股 | $1,309.0万 | 5.1万股 | +1,149股+2.26% | 加仓 |
| V先锋领航指数基金VTV |
| 4.2% | 4.33% | $1,577.0万 | 7.2万股 | $1,431.5万 | 7.3万股 | -598股-0.82% | 减仓 |
| V先锋领航·SMALLVBR |
| 4.18% | 4.17% | $1,568.4万 | 6.5万股 | $1,378.9万 | 6.3万股 | +1,073股+1.69% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 4.08% | 4.25% | $1,529.9万 | 7.7万股 | $1,403.8万 | 7.6万股 | +1,245股+1.63% | 加仓 |
| V先锋领航国际股票指数基金VNQI |
| 2.84% | 3.06% | $1,065.5万 | 23.8万股 | $1,010.8万 | 22.7万股 | +1.0万股+4.47% | 加仓 |
| F富达·MSCI REAL ESTATE INDEX ETFFREL |
| 2.55% | 2.54% | $956.4万 | 32.6万股 | $840.5万 | 31.2万股 | +1.4万股+4.51% | 加仓 |
| S嘉信策略信托SCHE |
| 2.09% | 2.16% | $783.3万 | 21.6万股 | $713.8万 | 21.7万股 | -632股-0.29% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.19% | 1.24% | $445.9万 | 4.6万股 | $409.1万 | 4.6万股 | +127股+0.28% | 加仓 |
| AALPS ETF信托AMLP |
| 1.03% | 1.03% | $386.0万 | 7.4万股 | $341.4万 | 6.5万股 | +9,606股+14.81% | 加仓 |
 苹果AAPL |
| 1% | 1.03% | $376.7万 | 1.3万股 | $339.8万 | 1.3万股 | -369股-2.76% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 1% | — | $374.4万 | 5股 | $0 | 0股 | +5股 | 新买入 |
 英伟达NVDA |
| 0.97% | 0.97% | $365.4万 | 1.8万股 | $321.8万 | 1.8万股 | -191股-1.04% | 减仓 |
| DDEUTSCHE BK |
| 0.66% | — | $248.5万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.62% | 0.61% | $231.5万 | 2.1万股 | $201.8万 | 2.1万股 | -118股-0.55% | 减仓 |
| IiShares安硕信托REET |
| 0.56% | 0.59% | $209.4万 | 7.6万股 | $196.0万 | 7.8万股 | -2,108股-2.70% | 减仓 |
| S道富MDYV |
| 0.56% | 0.57% | $209.3万 | 2.2万股 | $187.6万 | 2.2万股 | +32股+0.15% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.54% | 0.59% | $203.7万 | 1.3万股 | $196.3万 | 1.3万股 | -265股-1.97% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.47% | 0.49% | $175.6万 | 2,351股 | $162.7万 | 2,501股 | -150股-6.00% | 减仓 |
| IiShares安硕信托IFGL |
| 0.46% | 0.51% | $173.3万 | 7.8万股 | $169.0万 | 7.6万股 | +2,149股+2.84% | 加仓 |
 默沙东MRK |
| 0.44% | 0.5% | $164.2万 | 1.3万股 | $165.7万 | 1.4万股 | -1,000股-7.26% | 减仓 |
| S道富SLYG |
| 0.38% | 0.35% | $143.8万 | 1.2万股 | $117.2万 | 1.2万股 | -61股-0.50% | 减仓 |
| S道富MDYG |
| 0.38% | 0.37% | $143.0万 | 1.3万股 | $123.7万 | 1.3万股 | -134股-1.04% | 减仓 |
 美光科技MU |
| 0.34% | 0.11% | $128.7万 | 1,115股 | $37.7万 | 1,115股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.29% | 0.24% | $108.7万 | 3,320股 | $81.0万 | 2,753股 | +567股+20.60% | 加仓 |
 埃克森美孚XOM |
| 0.28% | 0.41% | $104.6万 | 7,650股 | $135.9万 | 8,012股 | -362股-4.52% | 减仓 |
| WWORLD GOLD TRGLD |
| 0.26% | — | $99.3万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 谷歌AGOOGL |
| 0.23% | 0.18% | $86.9万 | 2,431股 | $60.4万 | 2,101股 | +330股+15.71% | 加仓 |
 亚马逊AMZN |
| 0.22% | 0.26% | $82.9万 | 3,477股 | $85.2万 | 4,089股 | -612股-14.97% | 减仓 |
 摩根士丹利MS |
| 0.21% | 0.18% | $79.4万 | 3,797股 | $59.4万 | 3,610股 | +187股+5.18% | 加仓 |
 博通AVGO |
| 0.19% | 0.14% | $72.6万 | 1,923股 | $46.3万 | 1,497股 | +426股+28.46% | 加仓 |
| V先锋领航指数基金VOO |
| 0.18% | 0.18% | $69.0万 | 1,005股 | $59.9万 | 1,002股 | +3股+0.30% | 加仓 |
| G通用动力VTI |
| 0.17% | 0.17% | $65.2万 | 1,762股 | $55.8万 | 1,740股 | +22股+1.26% | 加仓 |
 微软MSFT |
| 0.17% | 0.5% | $65.2万 | 1,747股 | $165.6万 | 4,474股 | -2,727股-60.95% | 减仓 |
| V先锋领航全球基金VGT |
| 0.16% | 0.13% | $61.0万 | 5,104股 | $44.5万 | 638股 | +4,466股+700.00% | 加仓 |
| DDIREXION DAILY MSCI EMERGING MARKETS BULL 3X ETFEDC |
| 0.16% | 0.11% | $59.8万 | 6,730股 | $37.5万 | 6,698股 | +32股+0.48% | 加仓 |
 Meta平台META |
| 0.16% | 0.15% | $59.6万 | 1,058股 | $48.9万 | 855股 | +203股+23.74% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.16% | 0.32% | $58.5万 | 1,170股 | $104.1万 | 2,173股 | -1,003股-46.16% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.16% | 0.16% | $58.5万 | 3,236股 | $53.5万 | 3,236股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.15% | 0.09% | $54.6万 | 2,137股 | $29.1万 | 2,137股 | 00.00% | 持仓不变 |
 MCKESSON COMMCK |
| 0.14% | 0.17% | $53.6万 | 710股 | $56.7万 | 655股 | +55股+8.40% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.14% | — | $53.1万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
