| S道富SPYM |
| 13.53% | 13.33% | $3,469.2万 | 39.5万股 | $3,054.5万 | 39.9万股 | -4,305股-1.08% | 减仓 |
| AAMPLIFY ETF TRDIVO |
| 9.42% | 10.35% | $2,417.3万 | 52.9万股 | $2,371.2万 | 52.9万股 | +257股+0.05% | 加仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 6.55% | 7.16% | $1,679.6万 | 49.0万股 | $1,640.9万 | 49.0万股 | -217股-0.04% | 减仓 |
| I景顺交易所交易基金信托XSMO |
| 6.53% | 6.12% | $1,675.9万 | 17.9万股 | $1,401.0万 | 18.4万股 | -5,304股-2.88% | 减仓 |
| TT. Rowe Price Exchangetraded Funds Inc U.S. Equity Research ETFTSPA |
| 6.08% | 5.99% | $1,559.1万 | 32.8万股 | $1,371.2万 | 33.5万股 | -7,221股-2.15% | 减仓 |
| FFUNDSTRAT GRANNYGRNY |
| 6.05% | 5.98% | $1,552.0万 | 56.1万股 | $1,370.1万 | 57.4万股 | -1.3万股-2.21% | 减仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 5.7% | 5.91% | $1,462.2万 | 13.0万股 | $1,353.4万 | 13.1万股 | -1,395股-1.07% | 减仓 |
| J骏利亨德森JAAA |
| 5.4% | 6.29% | $1,384.7万 | 27.4万股 | $1,441.6万 | 28.6万股 | -1.2万股-4.17% | 减仓 |
| FFIRST EAGLE GLOBAL EQUITY ETFFEGE |
| 4.98% | 5.22% | $1,278.3万 | 26.1万股 | $1,195.1万 | 25.4万股 | +7,024股+2.76% | 加仓 |
| CCAPITOL SER TRTACK |
| 3.9% | 4.24% | $1,001.1万 | 31.7万股 | $970.9万 | 31.9万股 | -2,894股-0.91% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.42% | 3.35% | $878.5万 | 30.3万股 | $767.1万 | 30.6万股 | -2,286股-0.75% | 减仓 |
| AAIM ETF PRODUCTS TRUSTFEBU |
| 3.1% | 3.17% | $794.0万 | 26.7万股 | $726.2万 | 26.9万股 | -1,815股-0.67% | 减仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 2.7% | 3.26% | $693.7万 | 13.0万股 | $747.0万 | 14.1万股 | -1.1万股-7.72% | 减仓 |
| AARK·ETF TRARKK |
| 2.26% | 2.16% | $579.4万 | 7.2万股 | $495.3万 | 7.3万股 | -1,582股-2.16% | 减仓 |
| IiShares安硕信托SGOV |
| 2.08% | 2.05% | $532.6万 | 5.3万股 | $469.4万 | 4.7万股 | +6,272股+13.45% | 加仓 |
 苹果AAPL |
| 1.72% | 1.45% | $442.3万 | 1.5万股 | $332.0万 | 1.3万股 | +2,206股+16.86% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.27% | 1.16% | $326.4万 | 9,238股 | $265.0万 | 9,238股 | 00.00% | 持仓不变 |
| TT. ROWE PRICE BLUE CHIP GROWTH ETFTCHP |
| 1.23% | 1.24% | $316.5万 | 6.3万股 | $285.1万 | 6.5万股 | -1,344股-2.08% | 减仓 |
 英伟达NVDA |
| 1.21% | 1.03% | $310.8万 | 1.6万股 | $236.8万 | 1.4万股 | +1,954股+14.39% | 加仓 |
| I景顺QQQ信托VOO |
| 1.11% | 0.98% | $285.7万 | 3,879股 | $223.8万 | 3,878股 | +1股+0.03% | 加仓 |
 美国运通AXP |
| 0.97% | 0.69% | $248.6万 | 7,350股 | $158.4万 | 5,238股 | +2,112股+40.32% | 加仓 |
| AALLIANZIM U.S. EQUITY BUFFER20 AUG ETFAUGU |
| 0.89% | 0.9% | $229.2万 | 7.2万股 | $206.1万 | 7.3万股 | -280股-0.39% | 减仓 |
| S嘉信策略信托SCHM |
| 0.84% | 0.79% | $214.3万 | 5.8万股 | $180.5万 | 5.8万股 | -203股-0.35% | 减仓 |
 VertivVRT |
| 0.63% | 0.53% | $160.9万 | 4,805股 | $120.4万 | 4,805股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.62% | 0.67% | $158.1万 | 4,237股 | $153.5万 | 4,146股 | +91股+2.19% | 加仓 |
 摩根大通JPM |
| 0.59% | 0.51% | $150.6万 | 4,602股 | $116.5万 | 3,962股 | +640股+16.15% | 加仓 |
| IiShares安硕信托IVV |
| 0.41% | 0.4% | $104.6万 | 1,397股 | $91.3万 | 1,397股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.39% | 0.39% | $99.3万 | 1,985股 | $89.4万 | 1,865股 | +120股+6.43% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.36% | 0.39% | $92.8万 | 1.1万股 | $89.4万 | 1.1万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.33% | 0.13% | $85.4万 | 1,470股 | $29.9万 | 1,469股 | +1股+0.07% | 加仓 |
 GE航空GE |
| 0.32% | — | $81.0万 | 2,168股 | $0 | 0股 | +2,168股 | 新买入 |
 台积电TSM |
| 0.31% | 0.24% | $79.7万 | 1,669股 | $55.0万 | 1,626股 | +43股+2.64% | 加仓 |
| PPINNACLE FINL PARTNERSPNFP |
| 0.28% | 0.26% | $70.6万 | 7,000股 | $60.3万 | 7,000股 | 00.00% | 持仓不变 |
| AALLIANZIM U.S. EQUITY BUFFER20 JUL ETFJULU |
| 0.25% | 0.25% | $65.1万 | 2.0万股 | $58.4万 | 2.0万股 | -154股-0.75% | 减仓 |
 美光科技MU |
| 0.25% | — | $64.4万 | 558股 | $0 | 0股 | +558股 | 新买入 |
 GE VernovaGEV |
| 0.25% | — | $63.6万 | 541股 | $0 | 0股 | +541股 | 新买入 |
| CCALAMOS ETF TRCBTJ |
| 0.24% | 0.3% | $61.9万 | 3.6万股 | $67.6万 | 3.6万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.24% | 0.18% | $61.1万 | 1,452股 | $42.3万 | 1,137股 | +315股+27.70% | 加仓 |
 亚马逊AMZN |
| 0.24% | 0.24% | $60.5万 | 2,540股 | $55.3万 | 2,654股 | -114股-4.30% | 减仓 |
 波音BA |
| 0.22% | 0.23% | $57.0万 | 2,635股 | $52.4万 | 2,635股 | 00.00% | 持仓不变 |
| IiShares安硕信托MAXJ |
| 0.22% | 0.24% | $56.3万 | 1.9万股 | $54.4万 | 1.9万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.18% | 0.1% | $46.4万 | 3,326股 | $22.0万 | 4,988股 | -1,662股-33.32% | 减仓 |
 辉瑞PFE |
| 0.18% | 0.26% | $45.8万 | 1.9万股 | $59.0万 | 2.1万股 | -1,999股-9.51% | 减仓 |
| AALLIANZIM U.S. EQUITY BUFFER20 OCT ETFOCTU |
| 0.17% | 0.17% | $42.4万 | 1.4万股 | $39.5万 | 1.4万股 | -396股-2.77% | 减仓 |
 宝洁PG |
| 0.15% | — | $38.9万 | 2,655股 | $0 | 0股 | +2,655股 | 新买入 |
 Meta平台META |
| 0.14% | 0.15% | $34.8万 | 618股 | $35.4万 | 618股 | 00.00% | 持仓不变 |
| PPGIM ROCK ETF TRPBJN |
| 0.13% | 0.15% | $34.5万 | 1.1万股 | $33.4万 | 1.1万股 | 00.00% | 持仓不变 |
| CCALAMOS ETF TRCPSM |
| 0.12% | 0.14% | $32.0万 | 1.1万股 | $31.6万 | 1.1万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.12% | 0.1% | $30.9万 | 1,228股 | $23.9万 | 1,100股 | +128股+11.64% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.12% | 0.09% | $30.7万 | 1,901股 | $21.3万 | 1,898股 | +3股+0.16% | 加仓 |
