| PPacer基金信托COWZ |
| 8.84% | 9.36% | $1,697.2万 | 27.3万股 | $1,590.6万 | 25.4万股 | +1.9万股+7.32% | 加仓 |
| I景顺交易所交易基金信托XLG |
| 8.51% | 8.03% | $1,633.6万 | 26.7万股 | $1,363.9万 | 25.0万股 | +1.7万股+6.71% | 加仓 |
| V先锋领航·TOTALBND |
| 7.45% | 7.75% | $1,430.2万 | 19.5万股 | $1,317.1万 | 17.9万股 | +1.6万股+8.93% | 加仓 |
| S道富SPAB |
| 7.33% | 7.7% | $1,408.0万 | 55.2万股 | $1,307.6万 | 51.0万股 | +4.1万股+8.10% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 7.31% | 7.67% | $1,403.7万 | 30.9万股 | $1,302.6万 | 28.6万股 | +2.3万股+8.07% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 7.31% | 7.72% | $1,403.2万 | 30.0万股 | $1,311.1万 | 27.9万股 | +2.1万股+7.43% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 6.41% | 6.21% | $1,231.0万 | 26.2万股 | $1,055.7万 | 24.8万股 | +1.4万股+5.60% | 加仓 |
| I景顺·S&PIDMO |
| 6.28% | 6.12% | $1,205.3万 | 20.0万股 | $1,040.4万 | 19.0万股 | +1.0万股+5.38% | 加仓 |
| F富达Covington信托FDVV |
| 5.27% | 5.08% | $1,011.8万 | 16.8万股 | $863.6万 | 15.6万股 | +1.2万股+7.36% | 加仓 |
| I景顺QQQ信托VOO |
| 4.87% | 4.1% | $935.3万 | 1.3万股 | $696.9万 | 1.2万股 | +625股+5.18% | 加仓 |
| I景顺交易所交易基金IIRWJ |
| 4.22% | 3.91% | $809.6万 | 13.6万股 | $664.6万 | 13.2万股 | +4,408股+3.35% | 加仓 |
| SSPDR道富指数基金EDIV |
| 2.64% | 2.68% | $507.4万 | 12.4万股 | $455.6万 | 11.5万股 | +8,479股+7.35% | 加仓 |
 思科CSCO |
| 1.01% | 0.74% | $194.5万 | 1.7万股 | $125.0万 | 1.6万股 | +452股+2.81% | 加仓 |
 GE航空GE |
| 1.01% | 0.82% | $193.4万 | 5,175股 | $139.7万 | 4,924股 | +251股+5.10% | 加仓 |
 礼来LLY |
| 0.86% | 0.66% | $165.4万 | 1,379股 | $112.8万 | 1,226股 | +153股+12.48% | 加仓 |
 谷歌AGOOGL |
| 0.84% | 0.73% | $160.9万 | 4,501股 | $123.4万 | 4,291股 | +210股+4.89% | 加仓 |
 苹果AAPL |
| 0.81% | 0.76% | $156.2万 | 5,397股 | $129.2万 | 5,091股 | +306股+6.01% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.8% | 0.82% | $153.1万 | 3.0万股 | $139.1万 | 2.8万股 | +2,390股+8.57% | 加仓 |
 英伟达NVDA |
| 0.79% | 0.73% | $152.3万 | 7,612股 | $124.6万 | 7,147股 | +465股+6.51% | 加仓 |
 特斯拉TSLA |
| 0.79% | 0.73% | $152.2万 | 3,618股 | $124.2万 | 3,341股 | +277股+8.29% | 加仓 |
| IiShares安硕信托IBDT |
| 0.79% | 0.81% | $152.0万 | 6.0万股 | $137.1万 | 5.4万股 | +6,081股+11.23% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.79% | 0.82% | $152.0万 | 6.6万股 | $139.2万 | 6.0万股 | +5,771股+9.64% | 加仓 |
 摩根大通JPM |
| 0.79% | 0.75% | $151.2万 | 4,618股 | $127.2万 | 4,324股 | +294股+6.80% | 加仓 |
 艾伯维ABBV |
| 0.76% | 0.68% | $146.1万 | 5,805股 | $115.3万 | 5,303股 | +502股+9.47% | 加仓 |
 博通AVGO |
| 0.76% | 0.68% | $145.0万 | 3,839股 | $115.8万 | 3,743股 | +96股+2.56% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.75% | 0.75% | $143.7万 | 2,872股 | $127.6万 | 2,663股 | +209股+7.85% | 加仓 |
 亚马逊AMZN |
| 0.74% | 0.68% | $141.4万 | 5,934股 | $115.7万 | 5,556股 | +378股+6.80% | 加仓 |
 微软MSFT |
| 0.71% | 0.72% | $136.7万 | 3,665股 | $122.4万 | 3,306股 | +359股+10.86% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.7% | 0.58% | $134.6万 | 8,334股 | $98.1万 | 8,750股 | -416股-4.75% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 0.67% | 0.74% | $129.2万 | 2.6万股 | $126.2万 | 2.5万股 | +254股+1.01% | 加仓 |
| IiShares安硕信托GVI |
| 0.66% | 0.69% | $126.4万 | 1.2万股 | $116.8万 | 1.1万股 | +745股+6.77% | 加仓 |
 沃尔玛WMT |
| 0.64% | 0.73% | $122.4万 | 1.1万股 | $123.8万 | 9,958股 | +851股+8.55% | 加仓 |
 TJXTJX |
| 0.62% | 0.68% | $119.2万 | 7,865股 | $115.3万 | 7,222股 | +643股+8.90% | 加仓 |
 优步UBER |
| 0.61% | 0.62% | $116.3万 | 1.6万股 | $105.5万 | 1.5万股 | +1,442股+9.83% | 加仓 |
 Meta平台META |
| 0.6% | 0.63% | $114.8万 | 2,038股 | $107.4万 | 1,877股 | +161股+8.58% | 加仓 |
 甲骨文ORCL |
| 0.55% | 0.56% | $104.8万 | 7,151股 | $95.4万 | 6,487股 | +664股+10.24% | 加仓 |
 帕兰提尔PLTR |
| 0.54% | 0.66% | $104.1万 | 8,924股 | $112.5万 | 7,689股 | +1,235股+16.06% | 加仓 |
| CCALAMOS ETF TRCPSD |
| 0.52% | 0.6% | $100.1万 | 3.7万股 | $101.2万 | 3.9万股 | -1,562股-4.00% | 减仓 |
| IiShares安硕信托IBHI |
| 0.43% | 0.48% | $83.4万 | 3.6万股 | $81.9万 | 3.5万股 | +489股+1.39% | 加仓 |
 卡特彼勒CAT |
| 0.37% | 0.28% | $70.6万 | 663股 | $46.7万 | 660股 | +3股+0.45% | 加仓 |
| SSPDR道富指数基金EWX |
| 0.33% | 0.36% | $62.9万 | 8,471股 | $61.1万 | 9,242股 | -771股-8.34% | 减仓 |
| IiShares安硕信托IWY |
| 0.29% | 0.29% | $56.6万 | 1,947股 | $49.0万 | 1,970股 | -23股-1.17% | 减仓 |
| V先锋领航指数基金VOO |
| 0.26% | 0.26% | $49.2万 | 716股 | $44.9万 | 752股 | -36股-4.79% | 减仓 |
| S嘉信策略信托SCHD |
| 0.22% | 0.25% | $43.0万 | 1.4万股 | $42.2万 | 1.4万股 | -213股-1.55% | 减仓 |
| IiShares安硕信托SGOV |
| 0.22% | 0.16% | $41.9万 | 4,165股 | $27.8万 | 2,758股 | +1,407股+51.02% | 加仓 |
| PPGIM ULTRAPULS |
| 0.17% | 0.35% | $32.3万 | 6,525股 | $60.1万 | 1.2万股 | -5,619股-46.27% | 减仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.17% | 0.18% | $31.8万 | 1.5万股 | $31.2万 | 1.4万股 | +328股+2.30% | 加仓 |
| IiShares安硕信托IBTJ |
| 0.16% | 0.18% | $31.1万 | 1.4万股 | $30.8万 | 1.4万股 | +287股+2.04% | 加仓 |
 星座能源CEG |
| 0.16% | 0.2% | $30.3万 | 1,219股 | $34.0万 | 1,219股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBDS |
| 0.15% | — | $29.4万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
