| IiShares安硕信托IVV |
| 4.85% | 4.48% | $3,403.8万 | 4.5万股 | $2,831.7万 | 4.3万股 | +2,101股+4.85% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 4% | 3.83% | $2,810.0万 | 22.6万股 | $2,419.3万 | 5.7万股 | +17.0万股+298.85% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 3.71% | 3.79% | $2,602.2万 | 11.9万股 | $2,393.3万 | 12.5万股 | -6,185股-4.96% | 减仓 |
| I景顺QQQ信托VOO |
| 3.65% | 3.17% | $2,560.3万 | 3.5万股 | $2,004.6万 | 3.5万股 | +37股+0.11% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 2.78% | 2.83% | $1,951.2万 | 37.3万股 | $1,786.4万 | 34.4万股 | +2.9万股+8.37% | 加仓 |
| IiShares安硕信托IUSB |
| 2.48% | 2.47% | $1,742.3万 | 37.8万股 | $1,561.1万 | 33.8万股 | +4.0万股+11.70% | 加仓 |
| IiShares安硕信托AGG |
| 2.4% | 2.77% | $1,682.1万 | 17.0万股 | $1,747.7万 | 17.6万股 | -6,107股-3.47% | 减仓 |
| IiShares安硕信托USMV |
| 2.39% | 2.68% | $1,675.0万 | 17.4万股 | $1,692.1万 | 18.2万股 | -8,802股-4.82% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.34% | 2.74% | $1,641.3万 | 32.5万股 | $1,729.5万 | 34.2万股 | -1.7万股-5.02% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.01% | 0.42% | $1,410.7万 | 31.0万股 | $267.7万 | 5.9万股 | +25.1万股+428.44% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.98% | 2.52% | $1,393.1万 | 26.6万股 | $1,590.7万 | 30.3万股 | -3.7万股-12.17% | 减仓 |
| IiShares安硕信托IEFA |
| 1.91% | 2.03% | $1,338.0万 | 13.9万股 | $1,282.6万 | 14.2万股 | -3,143股-2.22% | 减仓 |
 BROWN & BROWN COMBRO |
| 1.84% | 2.08% | $1,293.9万 | 20.2万股 | $1,315.3万 | 20.2万股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 1.74% | 1.79% | $1,218.3万 | 7.7万股 | $1,132.9万 | 7.6万股 | +596股+0.78% | 加仓 |
| IiShares安硕信托IGIB |
| 1.73% | 2.29% | $1,215.5万 | 22.9万股 | $1,449.3万 | 27.2万股 | -4.4万股-16.05% | 减仓 |
 英伟达NVDA |
| 1.68% | 1.6% | $1,179.5万 | 5.9万股 | $1,009.0万 | 5.8万股 | +1,088股+1.88% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.64% | 1.59% | $1,153.6万 | 1.5万股 | $1,004.1万 | 1.5万股 | +9股+0.06% | 加仓 |
| A美国世纪ETF信托AVLV |
| 1.62% | 1.42% | $1,137.4万 | 12.5万股 | $894.5万 | 11.1万股 | +1.4万股+12.38% | 加仓 |
| IiShares安硕信托IQLT |
| 1.57% | 1.7% | $1,103.9万 | 22.3万股 | $1,074.7万 | 23.2万股 | -9,678股-4.16% | 减仓 |
 苹果AAPL |
| 1.46% | 1.41% | $1,027.8万 | 3.6万股 | $888.0万 | 3.5万股 | +532股+1.52% | 加仓 |
| V先锋领航指数基金VUG |
| 1.42% | 1.16% | $995.5万 | 11.6万股 | $734.6万 | 1.7万股 | +9.9万股+587.14% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.39% | 1.41% | $975.0万 | 2.4万股 | $888.5万 | 2.5万股 | -1,109股-4.45% | 减仓 |
| IiShares安硕信托ITOT |
| 1.2% | 1.14% | $841.5万 | 5.1万股 | $719.3万 | 5.1万股 | +721股+1.43% | 加仓 |
| IiShares安硕信托IDEV |
| 1.16% | 1.08% | $812.8万 | 9.1万股 | $680.0万 | 8.1万股 | +9,948股+12.23% | 加仓 |
 宝洁PG |
| 1.15% | 1.25% | $804.4万 | 5.5万股 | $786.7万 | 5.4万股 | +384股+0.70% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 1.13% | 1.11% | $790.5万 | 1.5万股 | $702.6万 | 1.5万股 | -37股-0.24% | 减仓 |
| A美国世纪ETF信托AVEM |
| 1.1% | 1% | $772.0万 | 8.0万股 | $634.2万 | 7.9万股 | +1,303股+1.66% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.09% | 1.09% | $768.1万 | 7.0万股 | $690.8万 | 7.1万股 | -1,426股-2.01% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 1.06% | 1.49% | $745.2万 | 7.9万股 | $939.7万 | 9.8万股 | -2.0万股-19.97% | 减仓 |
| B贝莱德ETF信托DYNF |
| 1.05% | 0.77% | $735.0万 | 10.8万股 | $485.9万 | 8.4万股 | +2.5万股+29.41% | 加仓 |
| IiShares安硕·COREIJH |
| 0.99% | 0.93% | $692.6万 | 9.0万股 | $584.8万 | 8.7万股 | +3,218股+3.72% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.98% | 0.99% | $690.9万 | 2.3万股 | $623.2万 | 2.5万股 | -2,130股-8.48% | 减仓 |
| IiShares安硕信托HDV |
| 0.94% | 1.05% | $660.0万 | 24.1万股 | $663.2万 | 4.9万股 | +19.2万股+392.75% | 加仓 |
 亚马逊AMZN |
| 0.86% | 0.83% | $607.0万 | 2.5万股 | $522.8万 | 2.5万股 | +365股+1.45% | 加仓 |
 微软MSFT |
| 0.82% | 0.83% | $574.9万 | 1.5万股 | $524.9万 | 1.4万股 | +1,233股+8.70% | 加仓 |
| IiShares安硕信托IUSV |
| 0.77% | 0.79% | $540.3万 | 4.9万股 | $500.1万 | 4.9万股 | +140股+0.29% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 0.77% | 0.82% | $540.0万 | 10.7万股 | $520.5万 | 10.4万股 | +2,475股+2.38% | 加仓 |
 应用材料AMAT |
| 0.74% | 0.39% | $522.2万 | 7,223股 | $246.9万 | 7,223股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.72% | 0.65% | $508.4万 | 3.4万股 | $410.7万 | 3.3万股 | +1,243股+3.76% | 加仓 |
 摩根大通JPM |
| 0.69% | 0.69% | $483.4万 | 1.5万股 | $433.8万 | 1.5万股 | +21股+0.14% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.69% | 0.75% | $481.1万 | 10.2万股 | $472.3万 | 10.0万股 | +2,169股+2.16% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.68% | 0.74% | $477.3万 | 8.5万股 | $466.5万 | 8.2万股 | +2,202股+2.68% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.67% | 0.75% | $472.9万 | 3.7万股 | $473.1万 | 4.3万股 | -5,631股-13.23% | 减仓 |
| IiShares安硕信托DVY |
| 0.61% | 0.68% | $430.0万 | 2.8万股 | $426.8万 | 2.8万股 | -676股-2.40% | 减仓 |
| PPacer·DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETFICOW |
| 0.59% | 0.65% | $414.4万 | 10.0万股 | $411.8万 | 9.7万股 | +2,517股+2.59% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.57% | 0.5% | $398.9万 | 1.1万股 | $315.2万 | 1.1万股 | +303股+2.76% | 加仓 |
| SSPDR黄金信托GLD |
| 0.56% | 0.69% | $395.1万 | 1.1万股 | $436.7万 | 1.0万股 | +577股+5.69% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.55% | 0.48% | $385.4万 | 6.3万股 | $306.2万 | 5.5万股 | +7,556股+13.70% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.51% | 0.57% | $360.6万 | 7.5万股 | $361.1万 | 7.5万股 | +214股+0.29% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.51% | 0.26% | $356.2万 | 6.8万股 | $162.6万 | 4.9万股 | +1.8万股+36.96% | 加仓 |
