| S嘉信·USSCHX |
| 26.79% | 25.53% | $5.54亿 | 1,881.7万股 | $4.66亿 | 1,818.6万股 | +63.1万股+3.47% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 8.24% | 8.13% | $1.70亿 | 72.0万股 | $1.48亿 | 69.0万股 | +2.9万股+4.24% | 加仓 |
| HHARBOR ETF TRUSTOSEA |
| 4.46% | 4.55% | $9,223.2万 | 302.0万股 | $8,308.6万 | 287.0万股 | +15.0万股+5.23% | 加仓 |
| EETF系列解决方案OSCV |
| 3.97% | 4.04% | $8,197.0万 | 194.3万股 | $7,370.2万 | 186.9万股 | +7.4万股+3.97% | 加仓 |
| S道富SLYG |
| 3.2% | 2.85% | $6,606.3万 | 55.5万股 | $5,210.8万 | 53.9万股 | +1.5万股+2.82% | 加仓 |
| IiShares安硕信托IVV |
| 3.07% | 3.03% | $6,343.1万 | 8.5万股 | $5,527.9万 | 8.5万股 | +75股+0.09% | 加仓 |
| SSEI EXCHANGE TRADED FUNDSSEEM |
| 2.7% | 2.42% | $5,585.9万 | 139.3万股 | $4,411.8万 | 134.7万股 | +4.6万股+3.40% | 加仓 |
| AAPTUS DEFINED RISK ETFDRSK |
| 2.64% | 2.74% | $5,459.2万 | 189.9万股 | $5,006.8万 | 183.2万股 | +6.7万股+3.65% | 加仓 |
| SSEI QiM U.S. Large Cap Low Volatility Active ETFSELV |
| 2.5% | 2.85% | $5,167.4万 | 158.1万股 | $5,210.8万 | 161.1万股 | -3.0万股-1.87% | 减仓 |
| S嘉信·USSCHP |
| 2.3% | 2.51% | $4,757.1万 | 179.5万股 | $4,585.5万 | 172.3万股 | +7.2万股+4.17% | 加仓 |
| BBROOKFIELD WEALTH SO A FCLASS ABNT |
| 2.21% | 2.3% | $4,568.7万 | 99.0万股 | $4,201.6万 | 100.1万股 | -1.1万股-1.11% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 1.83% | 2% | $3,786.1万 | 82.2万股 | $3,654.3万 | 79.3万股 | +2.9万股+3.65% | 加仓 |
| F第一信托交易所交易基金FTCS |
| 1.56% | 1.78% | $3,214.6万 | 34.2万股 | $3,246.4万 | 35.0万股 | -7,708股-2.20% | 减仓 |
 苹果AAPL |
| 1.52% | 1.49% | $3,148.5万 | 10.9万股 | $2,726.0万 | 10.7万股 | +1,397股+1.30% | 加仓 |
 英伟达NVDA |
| 1.28% | 1.24% | $2,653.2万 | 13.3万股 | $2,269.1万 | 13.0万股 | +2,491股+1.91% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.18% | 1.07% | $2,432.4万 | 8.0万股 | $1,954.4万 | 8.2万股 | -1,962股-2.39% | 减仓 |
 VanEck ETF信托SMH |
| 1.15% | 0.79% | $2,375.2万 | 3.6万股 | $1,435.9万 | 3.7万股 | -1,238股-3.31% | 减仓 |
| IiShares安硕信托AGG |
| 1.03% | 1.09% | $2,119.5万 | 21.4万股 | $1,996.7万 | 20.1万股 | +1.3万股+6.46% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.87% | 0.85% | $1,789.9万 | 40.3万股 | $1,546.0万 | 39.8万股 | +5,658股+1.42% | 加仓 |
 微软MSFT |
| 0.69% | 0.78% | $1,434.5万 | 3.8万股 | $1,426.9万 | 3.9万股 | -90股-0.23% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.68% | 0.8% | $1,410.4万 | 13.2万股 | $1,457.6万 | 13.1万股 | +173股+0.13% | 加仓 |
 谷歌AGOOGL |
| 0.65% | 0.6% | $1,352.4万 | 3.8万股 | $1,103.8万 | 3.8万股 | -541股-1.41% | 减仓 |
| IiShares安硕信托GVI |
| 0.58% | 0.63% | $1,204.3万 | 11.2万股 | $1,145.1万 | 10.8万股 | +4,029股+3.73% | 加仓 |
 亚马逊AMZN |
| 0.56% | 0.53% | $1,165.8万 | 4.9万股 | $975.0万 | 4.7万股 | +2,101股+4.49% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.46% | 0.45% | $951.8万 | 8.7万股 | $819.0万 | 8.7万股 | +643股+0.74% | 加仓 |
| S嘉信策略信托SCHD |
| 0.46% | 0.51% | $949.9万 | 30.0万股 | $935.9万 | 30.5万股 | -5,494股-1.80% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.44% | 0.4% | $903.5万 | 2.6万股 | $726.0万 | 2.5万股 | +263股+1.04% | 加仓 |
| V先锋领航全球基金VGT |
| 0.43% | 0.36% | $897.4万 | 7.5万股 | $660.3万 | 9,464股 | +6.6万股+693.32% | 加仓 |
 摩根大通JPM |
| 0.43% | 0.44% | $879.6万 | 2.7万股 | $797.6万 | 2.7万股 | -241股-0.89% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.37% | 0.36% | $772.1万 | 10.8万股 | $662.5万 | 10.3万股 | +4,982股+4.82% | 加仓 |
| V先锋领航指数基金VUG |
| 0.36% | 0.35% | $751.0万 | 8.7万股 | $632.4万 | 1.4万股 | +7.3万股+502.20% | 加仓 |
| V先锋领航指数基金VTV |
| 0.35% | 0.35% | $713.9万 | 3.3万股 | $640.1万 | 3.3万股 | +133股+0.41% | 加仓 |
 礼来LLY |
| 0.33% | 0.29% | $681.5万 | 5,682股 | $523.4万 | 5,691股 | -9股-0.16% | 减仓 |
 埃克森美孚XOM |
| 0.33% | 0.47% | $676.3万 | 4.9万股 | $856.6万 | 5.0万股 | -1,026股-2.03% | 减仓 |
| S嘉信策略信托SCHF |
| 0.28% | 0.26% | $576.4万 | 20.8万股 | $479.8万 | 19.4万股 | +1.4万股+7.35% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.27% | 0.28% | $552.4万 | 1.1万股 | $518.0万 | 1.1万股 | +231股+2.14% | 加仓 |
 博通AVGO |
| 0.26% | 0.23% | $541.1万 | 1.4万股 | $418.1万 | 1.4万股 | +818股+6.06% | 加仓 |
 VisaV |
| 0.26% | 0.26% | $528.4万 | 1.5万股 | $470.8万 | 1.6万股 | -176股-1.13% | 减仓 |
 美光科技MU |
| 0.25% | 0.06% | $526.4万 | 4,560股 | $107.4万 | 3,179股 | +1,381股+43.44% | 加仓 |
| I景顺QQQ信托VOO |
| 0.25% | 0.21% | $506.9万 | 6,884股 | $378.6万 | 6,560股 | +324股+4.94% | 加仓 |
| IiShares安硕信托DSI |
| 0.24% | 0.24% | $500.3万 | 3.5万股 | $430.2万 | 3.5万股 | -357股-1.01% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.24% | 0.24% | $488.5万 | 14.4万股 | $433.2万 | 14.9万股 | -4,346股-2.92% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.23% | 0.24% | $473.6万 | 9.4万股 | $443.4万 | 8.9万股 | +4,756股+5.35% | 加仓 |
| S嘉信策略信托SCHE |
| 0.23% | 0.21% | $468.1万 | 12.9万股 | $385.0万 | 11.7万股 | +1.2万股+10.48% | 加仓 |
| IiShares安硕信托IEFA |
| 0.22% | 0.24% | $463.1万 | 4.8万股 | $433.2万 | 4.8万股 | +100股+0.21% | 加仓 |
 南方电力SO |
| 0.22% | 0.24% | $459.0万 | 4.8万股 | $433.8万 | 4.5万股 | +3,013股+6.70% | 加仓 |
 Meta平台META |
| 0.22% | 0.24% | $453.8万 | 8,057股 | $436.1万 | 7,622股 | +435股+5.71% | 加仓 |
 强生JNJ |
| 0.22% | 0.24% | $447.1万 | 1.8万股 | $432.9万 | 1.8万股 | -105股-0.59% | 减仓 |
 沃尔玛WMT |
| 0.21% | 0.26% | $437.7万 | 3.9万股 | $475.9万 | 3.8万股 | +356股+0.93% | 加仓 |
| IiShares安硕IEMG |
| 0.21% | 0.2% | $428.8万 | 5.2万股 | $373.7万 | 5.4万股 | -1,806股-3.37% | 减仓 |
