| SSTRIVE 500 ETFSTXF |
| 4.4% | 4.06% | $2,826.7万 | 58.5万股 | $2,038.2万 | 48.6万股 | +10.0万股+20.51% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 4% | 4.77% | $2,572.6万 | 51.1万股 | $2,394.4万 | 47.6万股 | +3.5万股+7.42% | 加仓 |
| EEA SERIES TRUSTBUXX |
| 3.63% | 4.24% | $2,333.4万 | 115.3万股 | $2,128.0万 | 105.1万股 | +10.2万股+9.68% | 加仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 3.59% | 4.6% | $2,310.2万 | 38.7万股 | $2,307.8万 | 38.6万股 | +730股+0.19% | 加仓 |
| V先锋领航指数基金VOO |
| 3.24% | 2.99% | $2,082.1万 | 3.0万股 | $1,500.2万 | 2.5万股 | +5,211股+20.76% | 加仓 |
| A美国世纪ETF信托AVLC |
| 3.04% | 1.41% | $1,951.8万 | 21.7万股 | $708.1万 | 9.1万股 | +12.6万股+137.62% | 加仓 |
| EEA SERIES TRUSTSTXV |
| 2.72% | 3.62% | $1,748.1万 | 46.1万股 | $1,816.7万 | 51.7万股 | -5.6万股-10.82% | 减仓 |
| EEA SERIES TRUSTSTXG |
| 2.62% | 3.12% | $1,683.5万 | 30.5万股 | $1,564.7万 | 33.4万股 | -2.9万股-8.67% | 减仓 |
| FFT VEST LAD AUTO CALL BARRIERACYN |
| 1.75% | 0.39% | $1,127.0万 | 54.2万股 | $196.1万 | 9.6万股 | +44.6万股+463.31% | 加仓 |
| V先锋领航·MIDVO |
| 1.7% | 1.53% | $1,091.9万 | 13.6万股 | $769.9万 | 2.7万股 | +10.9万股+405.47% | 加仓 |
| IiShares安硕信托IVV |
| 1.55% | 1.58% | $996.2万 | 1.3万股 | $793.1万 | 1.2万股 | +1,162股+9.57% | 加仓 |
| S嘉信策略信托SGVT |
| 1.51% | 2.38% | $972.3万 | 9.7万股 | $1,192.2万 | 11.8万股 | -2.2万股-18.47% | 减仓 |
| V先锋领航指数基金VUG |
| 1.48% | 1.59% | $951.2万 | 11.0万股 | $795.7万 | 1.8万股 | +9.2万股+506.17% | 加仓 |
| V先锋领航指数基金VTV |
| 1.38% | 1.41% | $889.1万 | 4.1万股 | $707.3万 | 3.6万股 | +4,750股+13.18% | 加仓 |
 苹果AAPL |
| 1.27% | 1.3% | $814.5万 | 2.8万股 | $649.8万 | 2.6万股 | +2,545股+9.94% | 加仓 |
| IiShares安硕信托IVW |
| 1.25% | 0.46% | $805.3万 | 5.9万股 | $231.4万 | 2.0万股 | +3.8万股+186.26% | 加仓 |
| C资本集团固定收益ETF信托CGCB |
| 1.2% | 1.44% | $773.2万 | 29.5万股 | $723.6万 | 27.6万股 | +2.0万股+7.18% | 加仓 |
| B贝莱德ETF信托CORO |
| 1.17% | 0.05% | $753.0万 | 20.6万股 | $24.6万 | 7,648股 | +19.8万股+2,590.02% | 加仓 |
| I景顺QQQ信托VOO |
| 1.13% | 1.17% | $725.5万 | 9,852股 | $587.3万 | 1.0万股 | -323股-3.17% | 减仓 |
 微软MSFT |
| 1.11% | 1.29% | $711.9万 | 1.9万股 | $647.1万 | 1.7万股 | +1,603股+9.17% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.09% | 0.51% | $702.9万 | 3.1万股 | $256.0万 | 1.2万股 | +1.9万股+155.28% | 加仓 |
| B贝莱德ETF信托DYNF |
| 1.08% | 1.71% | $692.8万 | 10.2万股 | $856.1万 | 14.7万股 | -4.5万股-30.76% | 减仓 |
 亚马逊AMZN |
| 1.02% | 1.07% | $655.8万 | 2.8万股 | $534.4万 | 2.6万股 | +1,854股+7.23% | 加仓 |
| C资本集团股息价值CCBG |
| 1.01% | 0.98% | $648.3万 | 13.2万股 | $491.8万 | 11.6万股 | +1.6万股+13.80% | 加仓 |
| F第一信托·USTFVD |
| 0.95% | 1.04% | $612.0万 | 12.1万股 | $523.5万 | 11.1万股 | +1.1万股+9.69% | 加仓 |
| IiShares安硕信托GARP |
| 0.89% | 0.65% | $575.0万 | 7.0万股 | $327.0万 | 5.1万股 | +1.9万股+36.26% | 加仓 |
 谷歌AGOOGL |
| 0.87% | 0.83% | $562.6万 | 1.6万股 | $418.0万 | 1.5万股 | +1,204股+8.28% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.84% | 1.03% | $537.5万 | 3.4万股 | $517.4万 | 3.5万股 | -928股-2.66% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.82% | 0.87% | $526.6万 | 7,051股 | $436.4万 | 6,710股 | +341股+5.08% | 加仓 |
| AAvantis·U SAVUV |
| 0.77% | 0.79% | $495.8万 | 4.0万股 | $397.0万 | 3.6万股 | +3,803股+10.58% | 加仓 |
 英伟达NVDA |
| 0.74% | 0.76% | $472.9万 | 2.4万股 | $379.0万 | 2.2万股 | +1,903股+8.76% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.67% | 0.57% | $433.4万 | 8.2万股 | $286.1万 | 8.7万股 | -4,622股-5.32% | 减仓 |
 沃尔玛WMT |
| 0.67% | 0.62% | $430.8万 | 3.8万股 | $308.9万 | 2.5万股 | +1.3万股+53.03% | 加仓 |
| I景顺·S&PSPHQ |
| 0.66% | 0.63% | $424.1万 | 4.7万股 | $316.5万 | 4.2万股 | +4,977股+11.82% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.64% | 0.72% | $414.1万 | 1.8万股 | $360.0万 | 1.7万股 | +766股+4.58% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.62% | 0.77% | $398.3万 | 8.8万股 | $388.0万 | 8.5万股 | +2,529股+2.97% | 加仓 |
 AVANTIS INTLNGG |
| 0.58% | 0.45% | $369.9万 | 4.1万股 | $227.4万 | 2.7万股 | +1.5万股+54.71% | 加仓 |
| G通用动力VTI |
| 0.57% | 0.54% | $364.3万 | 9,845股 | $269.7万 | 8,408股 | +1,437股+17.09% | 加仓 |
| F富达Covington信托FENI |
| 0.56% | 0.64% | $360.2万 | 9.0万股 | $318.7万 | 8.6万股 | +4,076股+4.76% | 加仓 |
| F富达Covington信托FDVV |
| 0.55% | 0.65% | $354.0万 | 5.9万股 | $327.7万 | 5.9万股 | -600股-1.01% | 减仓 |
 博通AVGO |
| 0.55% | 0.51% | $352.6万 | 9,334股 | $253.4万 | 8,188股 | +1,146股+14.00% | 加仓 |
| AALLSPRING EXCHANGE TRADED FUAFIX |
| 0.53% | — | $337.9万 | 13.6万股 | $0 | 0股 | +13.6万股 | 新买入 |
| B贝莱德ETF信托IALT |
| 0.49% | — | $317.3万 | 11.3万股 | $0 | 0股 | +11.3万股 | 新买入 |
| SSPDR行业精选信托XLE |
| 0.49% | 0.63% | $316.3万 | 6.0万股 | $316.3万 | 5.2万股 | +7,910股+15.32% | 加仓 |
 强生JNJ |
| 0.49% | 0.24% | $312.1万 | 1.2万股 | $119.0万 | 4,869股 | +7,419股+152.37% | 加仓 |
 特斯拉TSLA |
| 0.47% | 0.32% | $304.1万 | 7,230股 | $160.4万 | 4,315股 | +2,915股+67.56% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.45% | 0.48% | $289.7万 | 7,917股 | $238.5万 | 7,498股 | +419股+5.59% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 0.43% | 0.45% | $277.1万 | 6.8万股 | $227.7万 | 6.3万股 | +4,957股+7.83% | 加仓 |
| IiShares安硕信托GJS |
| 0.41% | — | $266.0万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
 宝洁PG |
| 0.41% | 0.5% | $265.3万 | 1.8万股 | $252.6万 | 1.7万股 | +609股+3.48% | 加仓 |
