| SSPDR标普500 ETFSPY |
| 6.05% | 6.03% | $1,595.5万 | 2.1万股 | $1,374.4万 | 2.1万股 | +231股+1.09% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 5.36% | 6.47% | $1,414.1万 | 28.4万股 | $1,473.2万 | 29.6万股 | -1.2万股-4.00% | 减仓 |
| S嘉信策略信托SCHD |
| 4.93% | 5.5% | $1,300.4万 | 41.0万股 | $1,252.1万 | 40.8万股 | +1,975股+0.48% | 加仓 |
| IiShares安硕·COREIJH |
| 4.06% | 4.11% | $1,071.6万 | 13.9万股 | $935.4万 | 13.9万股 | +448股+0.32% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 3.41% | 3.42% | $898.5万 | 4.2万股 | $780.0万 | 4.1万股 | +1,586股+3.90% | 加仓 |
| F第一信托·USTFVD |
| 3.09% | 3.68% | $815.3万 | 16.9万股 | $837.9万 | 17.8万股 | -8,934股-5.01% | 减仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 3.01% | 3.78% | $793.7万 | 16.3万股 | $862.1万 | 17.0万股 | -6,595股-3.89% | 减仓 |
| IiShares安硕信托IVV |
| 2.92% | 2.97% | $770.3万 | 1.0万股 | $675.5万 | 1.0万股 | -56股-0.54% | 减仓 |
| I景顺QQQ信托VOO |
| 2.87% | 2.56% | $755.9万 | 1.0万股 | $582.4万 | 1.0万股 | +175股+1.73% | 加仓 |
| C资本集团成长ETFCGGR |
| 2.6% | 2.54% | $687.1万 | 14.6万股 | $577.7万 | 14.4万股 | +1,838股+1.28% | 加仓 |
| S道富SPYM |
| 2.57% | 0.49% | $676.7万 | 7.7万股 | $112.3万 | 1.5万股 | +6.2万股+425.04% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 2.29% | 2.25% | $604.6万 | 7.5万股 | $512.0万 | 7.5万股 | -392股-0.52% | 减仓 |
| C资本集团股息价值CCBG |
| 2.09% | 2.07% | $550.2万 | 11.2万股 | $471.0万 | 11.1万股 | +940股+0.85% | 加仓 |
| CCAPITAL DIVIDEND GROWECGDG |
| 2.05% | 2.25% | $540.1万 | 14.4万股 | $513.5万 | 14.3万股 | +957股+0.67% | 加仓 |
| SSPDR黄金信托GLD |
| 2.01% | 2.46% | $530.2万 | 1.4万股 | $560.2万 | 1.3万股 | +1,375股+10.56% | 加仓 |
 苹果AAPL |
| 1.8% | 1.83% | $475.6万 | 1.6万股 | $418.0万 | 1.7万股 | -338股-2.02% | 减仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 1.74% | 1.78% | $458.9万 | 4.5万股 | $405.5万 | 4.0万股 | +5,208股+12.99% | 加仓 |
 英伟达NVDA |
| 1.71% | 1.6% | $451.5万 | 2.3万股 | $364.3万 | 2.1万股 | +1,550股+7.38% | 加仓 |
| V先锋领航指数基金VOO |
| 1.67% | 1.14% | $441.4万 | 6,427股 | $259.8万 | 4,668股 | +1,759股+37.68% | 加仓 |
| F第一信托·UST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDTDIV |
| 1.67% | 1.97% | $439.2万 | 3.8万股 | $448.8万 | 4.8万股 | -9,679股-20.20% | 减仓 |
| DDOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETFDBND |
| 1.49% | 1.7% | $391.8万 | 8.6万股 | $388.3万 | 8.5万股 | +1,179股+1.39% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.41% | 0.32% | $372.0万 | 7.4万股 | $73.9万 | 1.6万股 | +5.8万股+356.28% | 加仓 |
| CCAPITAL CONSERVATIVE ECGCV |
| 1.2% | 1.03% | $315.6万 | 9.6万股 | $235.4万 | 7.9万股 | +1.7万股+21.80% | 加仓 |
| SSPDR道富系列信托TFI |
| 1.05% | 0.19% | $277.3万 | 6.1万股 | $43.7万 | 9,634股 | +5.1万股+528.52% | 加仓 |
| MMFS ACTIVE EXCHANGE TRADED FMFSV |
| 0.99% | 0.45% | $261.4万 | 9.1万股 | $102.3万 | 3.8万股 | +5.3万股+138.95% | 加仓 |
| IiShares安硕信托IXUS |
| 0.97% | 1.02% | $256.9万 | 2.7万股 | $233.3万 | 2.7万股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金FID |
| 0.96% | 1.03% | $252.7万 | 11.8万股 | $234.1万 | 11.2万股 | +5,979股+5.35% | 加仓 |
| AAMPLIFY ETF TRDIVO |
| 0.94% | 1.07% | $248.3万 | 5.4万股 | $244.3万 | 5.4万股 | -148股-0.27% | 减仓 |
 Truist金融TFC |
| 0.78% | 0.98% | $205.7万 | 4.1万股 | $224.2万 | 4.9万股 | -7,500股-15.38% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.72% | 0.71% | $188.7万 | 1.5万股 | $162.0万 | 3,799股 | +1.1万股+299.97% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.71% | 0.18% | $187.7万 | 3.6万股 | $40.3万 | 8,596股 | +2.8万股+321.75% | 加仓 |
| FFT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFKNG |
| 0.69% | 0.71% | $181.9万 | 3.6万股 | $161.7万 | 3.3万股 | +2,835股+8.54% | 加仓 |
| F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP |
| 0.66% | 0.99% | $173.3万 | 4.0万股 | $226.5万 | 5.2万股 | -1.2万股-23.23% | 减仓 |
 微软MSFT |
| 0.66% | 0.75% | $172.8万 | 4,632股 | $171.4万 | 4,684股 | -52股-1.11% | 减仓 |
| F第一信托交易所交易基金SDVY |
| 0.59% | 0.62% | $154.7万 | 3.6万股 | $141.4万 | 3.6万股 | 00.00% | 持仓不变 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 0.58% | — | $153.9万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 家得宝HD |
| 0.56% | 1.97% | $149.0万 | 4,225股 | $449.7万 | 1.4万股 | -9,447股-69.10% | 减仓 |
| IiShares安硕·COREIJR |
| 0.54% | 0.52% | $141.4万 | 9,536股 | $118.5万 | 9,536股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.53% | 0.4% | $139.6万 | 1.2万股 | $92.2万 | 1.2万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.51% | 0.46% | $134.5万 | 2,688股 | $104.7万 | 2,185股 | +503股+23.02% | 加仓 |
| IiShares安硕信托IWD |
| 0.49% | 0.5% | $129.7万 | 5,350股 | $114.3万 | 5,350股 | 00.00% | 持仓不变 |
| PPacer基金信托COWZ |
| 0.48% | 0.57% | $125.6万 | 2.0万股 | $128.8万 | 2.1万股 | -694股-3.32% | 减仓 |
 南方电力SO |
| 0.44% | 0.52% | $116.3万 | 1.2万股 | $118.0万 | 1.2万股 | -73股-0.60% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.44% | 0.46% | $115.6万 | 4.4万股 | $105.4万 | 4.0万股 | +3,383股+8.41% | 加仓 |
| RROUNDHILL MAGNIFICENT SEVEN ETFMAGS |
| 0.43% | 0.44% | $113.7万 | 1.8万股 | $101.3万 | 1.7万股 | +200股+1.14% | 加仓 |
| CCAPITAL NEW GEOGRAPHYCGNG |
| 0.43% | 0.42% | $113.2万 | 3.0万股 | $94.9万 | 3.0万股 | +165股+0.55% | 加仓 |
| TTRULIEVE CANNABIS CORPTRLV |
| 0.43% | — | $112.5万 | 11.4万股 | $0 | 0股 | +11.4万股 | 新买入 |
| S嘉信策略信托SCHM |
| 0.41% | 0.4% | $108.7万 | 2.9万股 | $91.7万 | 3.0万股 | -123股-0.42% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.4% | 0.42% | $105.8万 | 4,469股 | $96.1万 | 4,468股 | +1股+0.02% | 加仓 |
| SSPDR道富系列信托SPTL |
| 0.39% | — | $102.8万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
