| IiShares安硕信托IVV |
| 25.2% | 24.58% | $3,938.5万 | 5.3万股 | $3,402.8万 | 5.2万股 | +495股+0.95% | 加仓 |
| VVICTORYSHARES US SMCP HIGH DIV VOL WTD IDX ETFCDL |
| 18.91% | 20.18% | $2,955.7万 | 38.1万股 | $2,794.0万 | 37.5万股 | +6,046股+1.61% | 加仓 |
| VVictory·SHARES U SCDC |
| 18.29% | 19.67% | $2,859.0万 | 38.4万股 | $2,723.2万 | 38.1万股 | +3,178股+0.83% | 加仓 |
| IiShares安硕信托IVW |
| 5.96% | 5.55% | $932.1万 | 6.8万股 | $767.7万 | 6.8万股 | -92股-0.14% | 减仓 |
| V先锋领航全球基金VGT |
| 5.28% | 3.78% | $825.5万 | 6.9万股 | $523.7万 | 7,506股 | +6.2万股+820.14% | 加仓 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 4.29% | 3.88% | $669.8万 | 14.6万股 | $537.6万 | 13.6万股 | +1.0万股+7.52% | 加仓 |
| PPACER FDS TR US LRG CP CASHCOWG |
| 3.62% | 3.37% | $566.0万 | 14.1万股 | $467.1万 | 13.8万股 | +2,520股+1.82% | 加仓 |
| PPacer基金信托COWZ |
| 1.69% | 1.84% | $263.6万 | 4.2万股 | $255.4万 | 4.1万股 | +1,565股+3.83% | 加仓 |
| I景顺交易所交易基金信托PPA |
| 1.16% | 0.67% | $181.6万 | 1.0万股 | $93.0万 | 5,611股 | +4,667股+83.18% | 加仓 |
| V先锋领航指数基金VBK |
| 1.04% | 1.01% | $161.9万 | 4,427股 | $139.7万 | 4,621股 | -194股-4.20% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.01% | 1.09% | $158.3万 | 3,163股 | $151.6万 | 3,163股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.84% | 0.84% | $132.1万 | 4,563股 | $115.8万 | 4,563股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.71% | 0.7% | $111.7万 | 5,587股 | $97.5万 | 5,587股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.56% | 0.54% | $87.2万 | 3,659股 | $74.9万 | 3,596股 | +63股+1.75% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.56% | 0.65% | $87.2万 | 1.1万股 | $90.0万 | 1.2万股 | -294股-2.52% | 减仓 |
| IiShares安硕信托AGG |
| 0.52% | 0.58% | $81.7万 | 8,253股 | $80.6万 | 8,120股 | +133股+1.64% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.42% | 0.42% | $65.8万 | 880股 | $57.5万 | 883股 | -3股-0.34% | 减仓 |
| SSPDR黄金信托GLD |
| 0.36% | 0.46% | $57.0万 | 1,548股 | $63.5万 | 1,475股 | +73股+4.95% | 加仓 |
| V先锋领航指数基金VOO |
| 0.36% | 0.23% | $57.0万 | 829股 | $31.9万 | 553股 | +276股+49.91% | 加仓 |
| IiShares安硕信托DGRO |
| 0.35% | 0.37% | $54.8万 | 7,230股 | $50.7万 | 7,230股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.32% | 0.33% | $50.2万 | 2,122股 | $45.6万 | 2,122股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.32% | — | $49.7万 | 675股 | $0 | 0股 | +675股 | 新买入 |
| PPNC FINL SVCS COMVXF |
| 0.28% | 0.27% | $44.1万 | 1,790股 | $37.1万 | 1,784股 | +6股+0.34% | 加仓 |
 美国合众银行USB |
| 0.28% | 0.27% | $43.4万 | 7,193股 | $37.4万 | 7,193股 | 00.00% | 持仓不变 |
 安桥ENB |
| 0.28% | 0.31% | $43.1万 | 7,945股 | $43.0万 | 7,945股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.27% | 0.31% | $42.3万 | 2,675股 | $43.5万 | 2,936股 | -261股-8.89% | 减仓 |
 艾伯维ABBV |
| 0.26% | 0.22% | $41.3万 | 1,643股 | $29.9万 | 1,374股 | +269股+19.58% | 加仓 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 0.25% | 0.27% | $39.2万 | 6,345股 | $37.1万 | 6,345股 | 00.00% | 持仓不变 |
 FIRSTENERGY COMFE |
| 0.25% | 0.24% | $39.1万 | 8,229股 | $33.8万 | 6,668股 | +1,561股+23.41% | 加仓 |
 雪佛龙CVX |
| 0.25% | 0.68% | $39.0万 | 2,355股 | $94.5万 | 4,566股 | -2,211股-48.42% | 减仓 |
 PAYCHEX COMPAYX |
| 0.25% | 0.26% | $38.5万 | 3,911股 | $36.0万 | 3,911股 | 00.00% | 持仓不变 |
| I景顺·S&PRWL |
| 0.23% | 0.24% | $36.7万 | 2,872股 | $33.0万 | 2,872股 | 00.00% | 持仓不变 |
| SSANOFI SPONSORED ADRSNY |
| 0.23% | 0.29% | $35.8万 | 8,402股 | $40.5万 | 8,402股 | 00.00% | 持仓不变 |
| NNEOS NASDAQ 100 HEDGED EQUITY INCOME ETFQQQH |
| 0.23% | 0.33% | $35.6万 | 6,377股 | $45.4万 | 8,858股 | -2,481股-28.01% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.23% | 0.41% | $35.5万 | 4,569股 | $57.2万 | 6,284股 | -1,715股-27.29% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.22% | 0.2% | $34.9万 | 987股 | $28.3万 | 987股 | 00.00% | 持仓不变 |
| PPROLOGIS COMPLD |
| 0.21% | 0.23% | $32.6万 | 2,405股 | $31.8万 | 2,405股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.21% | 0.27% | $32.5万 | 1.3万股 | $37.9万 | 1.3万股 | 00.00% | 持仓不变 |
| AAMCORAMCR |
| 0.2% | 0.18% | $32.0万 | 7,375股 | $25.0万 | 6,279股 | +1,096股+17.46% | 加仓 |
 威瑞森VZ |
| 0.2% | 0.27% | $31.4万 | 7,411股 | $37.2万 | 7,411股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.2% | 0.15% | $31.1万 | 292股 | $20.7万 | 292股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.2% | 0.25% | $30.8万 | 2,272股 | $35.3万 | 2,272股 | 00.00% | 持仓不变 |
 Tc Energy Corp COMMONTRP |
| 0.19% | 0.2% | $29.4万 | 4,433股 | $27.8万 | 4,433股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.19% | 0.24% | $29.1万 | 9,173股 | $33.7万 | 1.1万股 | -1,815股-16.52% | 减仓 |
| WWEC ENERGY COMIDU |
| 0.18% | 0.2% | $27.8万 | 2,383股 | $27.6万 | 2,383股 | 00.00% | 持仓不变 |
 NATIONAL GRID SPONSORED ADR NENGG |
| 0.18% | 0.2% | $27.5万 | 3,318股 | $28.1万 | 3,318股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.18% | 0.21% | $27.4万 | 652股 | $29.1万 | 784股 | -132股-16.84% | 减仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.18% | — | $27.4万 | 5,395股 | $0 | 0股 | +5,395股 | 新买入 |
 AMERICAN TOWER COMAMT |
| 0.17% | 0.17% | $26.6万 | 1,626股 | $23.8万 | 1,380股 | +246股+17.83% | 加仓 |
| PProShares信托NOBL |
| 0.17% | 0.26% | $26.1万 | 4,644股 | $36.4万 | 3,434股 | +1,210股+35.24% | 加仓 |
