| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 7.27% | — | $1,981.3万 | 47.3万股 | $0 | 0股 | +47.3万股 | 新买入 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 5.64% | 5.11% | $1,537.0万 | 31.9万股 | $1,188.3万 | 24.5万股 | +7.3万股+29.90% | 加仓 |
| A美国世纪ETF信托AVUS |
| 5.22% | 3.96% | $1,421.4万 | 11.1万股 | $921.0万 | 8.3万股 | +2.8万股+33.97% | 加仓 |
 宣伟SHW |
| 4.61% | 5.02% | $1,255.5万 | 3.6万股 | $1,167.9万 | 3.6万股 | +31股+0.09% | 加仓 |
| F富达Covington信托FDVV |
| 4.57% | 8.5% | $1,245.9万 | 20.7万股 | $1,977.1万 | 35.8万股 | -15.1万股-42.26% | 减仓 |
| IiShares安硕信托IVV |
| 3.2% | 3.22% | $872.9万 | 1.2万股 | $749.8万 | 1.1万股 | +178股+1.55% | 加仓 |
 英伟达NVDA |
| 3.17% | 2.61% | $863.4万 | 4.3万股 | $606.1万 | 3.5万股 | +8,394股+24.15% | 加仓 |
 苹果AAPL |
| 2.89% | 2.91% | $787.6万 | 2.7万股 | $677.4万 | 2.7万股 | +530股+1.99% | 加仓 |
| JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE |
| 2.36% | 2.35% | $643.0万 | 8.2万股 | $545.4万 | 8.2万股 | +720股+0.88% | 加仓 |
 AVANTIS INTLNGG |
| 2.32% | 2.84% | $631.0万 | 7.1万股 | $660.7万 | 7.8万股 | -7,141股-9.17% | 减仓 |
| A美国世纪ETF信托AVEM |
| 2.1% | 2.62% | $572.7万 | 5.9万股 | $608.4万 | 7.5万股 | -1.6万股-21.39% | 减仓 |
| F第一信托·EXCHANGE-TRADED FD WCM INTL EQUITYWCMI |
| 1.99% | — | $543.6万 | 27.8万股 | $0 | 0股 | +27.8万股 | 新买入 |
| DDimensional维度ETF信托DFSD |
| 1.81% | 2.31% | $492.5万 | 10.3万股 | $537.3万 | 11.2万股 | -9,062股-8.08% | 减仓 |
 微软MSFT |
| 1.74% | 1.9% | $474.6万 | 1.3万股 | $440.9万 | 1.2万股 | +811股+6.81% | 加仓 |
| IIBMIBM |
| 1.52% | 1.53% | $413.4万 | 1.5万股 | $356.1万 | 1.5万股 | +8股+0.05% | 加仓 |
| FFIDELITY LOW DURATION BOND FACTOR ETFFLDR |
| 1.48% | 1.6% | $403.6万 | 8.1万股 | $371.4万 | 7.4万股 | +6,333股+8.53% | 加仓 |
 摩根大通JPM |
| 1.44% | 1.5% | $392.4万 | 1.2万股 | $349.3万 | 1.2万股 | +111股+0.93% | 加仓 |
| IiShares安硕信托IDEV |
| 1.28% | 1.34% | $349.2万 | 3.9万股 | $312.3万 | 3.7万股 | +1,858股+4.97% | 加仓 |
| EEA SERIES TRUSTCDIG |
| 1.23% | 0.71% | $335.7万 | 13.1万股 | $165.3万 | 6.7万股 | +6.4万股+96.68% | 加仓 |
| IiShares安硕信托IXUS |
| 1.16% | 1.15% | $316.5万 | 3.3万股 | $266.7万 | 3.1万股 | +2,383股+7.74% | 加仓 |
| FFIRST TRUST MID CAP COREALPHADEX FUNDFNX |
| 1.16% | 1.44% | $315.9万 | 2.2万股 | $335.8万 | 2.6万股 | -4,600股-17.57% | 减仓 |
 埃克森美孚XOM |
| 0.96% | 1.38% | $260.9万 | 1.9万股 | $321.3万 | 1.9万股 | +143股+0.76% | 加仓 |
 亚马逊AMZN |
| 0.94% | 0.84% | $255.7万 | 1.1万股 | $195.8万 | 9,403股 | +1,323股+14.07% | 加仓 |
| F第一信托·EXCHANGE-TRADED ALPFYX |
| 0.8% | 0.88% | $217.5万 | 1.5万股 | $205.7万 | 1.7万股 | -2,164股-12.56% | 减仓 |
| BBLUEROCK PVT REAL ESTATE FDBPRE |
| 0.78% | 1.26% | $212.3万 | 16.3万股 | $293.1万 | 17.6万股 | -1.3万股-7.53% | 减仓 |
 礼来LLY |
| 0.76% | 0.66% | $207.2万 | 1,728股 | $154.2万 | 1,677股 | +51股+3.04% | 加仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL |
| 0.74% | 0.82% | $202.0万 | 4.1万股 | $190.3万 | 4.1万股 | 00.00% | 持仓不变 |
| VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB |
| 0.73% | 1.34% | $199.4万 | 3.9万股 | $311.5万 | 6.2万股 | -2.2万股-36.04% | 减仓 |
 卡特彼勒CAT |
| 0.71% | 0.55% | $194.0万 | 1,822股 | $127.6万 | 1,801股 | +21股+1.17% | 加仓 |
 宝洁PG |
| 0.71% | 0.82% | $193.2万 | 1.3万股 | $189.7万 | 1.3万股 | +39股+0.30% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.66% | 0.69% | $181.2万 | 3.6万股 | $160.4万 | 3.1万股 | +4,063股+12.91% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.62% | 0.68% | $168.1万 | 3,359股 | $158.4万 | 3,306股 | +53股+1.60% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 0.62% | 0.63% | $168.1万 | 2.5万股 | $146.2万 | 2.3万股 | +1,996股+8.73% | 加仓 |
 英特尔INTC |
| 0.6% | 0.23% | $163.7万 | 1.2万股 | $54.4万 | 1.2万股 | -599股-4.86% | 减仓 |
| IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR |
| 0.59% | 0.69% | $160.1万 | 3.2万股 | $160.0万 | 3.2万股 | 00.00% | 持仓不变 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 0.59% | 0.69% | $159.6万 | 3.2万股 | $159.5万 | 3.2万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.58% | 0.65% | $158.3万 | 6,234股 | $150.8万 | 6,169股 | +65股+1.05% | 加仓 |
| IInnovator ETF信托PMAR |
| 0.56% | 0.62% | $153.8万 | 3.2万股 | $143.6万 | 3.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.56% | 0.61% | $152.7万 | 6,725股 | $141.5万 | 6,699股 | +26股+0.39% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.56% | 0.51% | $151.9万 | 4,300股 | $119.5万 | 4,167股 | +133股+3.19% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.54% | 0.55% | $146.6万 | 1,963股 | $128.5万 | 1,975股 | -12股-0.61% | 减仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN |
| 0.51% | 0.56% | $138.7万 | 2.8万股 | $129.2万 | 2.8万股 | 00.00% | 持仓不变 |
 HCA医疗HCA |
| 0.49% | 0.7% | $133.8万 | 3,431股 | $162.5万 | 3,434股 | -3股-0.09% | 减仓 |
| FFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFPEI |
| 0.49% | 0.6% | $133.1万 | 6.9万股 | $139.1万 | 7.3万股 | -4,202股-5.74% | 减仓 |
| IiShares安硕信托IVW |
| 0.48% | 0.47% | $131.3万 | 9,550股 | $108.3万 | 9,576股 | -26股-0.27% | 减仓 |
| IiShares安硕·COREIJH |
| 0.48% | 0.48% | $131.3万 | 1.7万股 | $110.8万 | 1.6万股 | +628股+3.83% | 加仓 |
| CCOLUMBIA ETF TR IRECS |
| 0.48% | 0.46% | $130.6万 | 3.0万股 | $107.3万 | 2.8万股 | +2,639股+9.58% | 加仓 |
 特斯拉TSLA |
| 0.47% | 0.48% | $128.1万 | 3,045股 | $111.5万 | 3,001股 | +44股+1.47% | 加仓 |
| IInnovator ETF信托PFEB |
| 0.47% | 0.54% | $127.8万 | 3.0万股 | $125.1万 | 3.1万股 | -1,525股-4.89% | 减仓 |
 谷歌AGOOGL |
| 0.41% | 0.36% | $111.1万 | 3,110股 | $83.7万 | 2,910股 | +200股+6.87% | 加仓 |
