| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 10.7% | 10.26% | $2,069.2万 | 61.1万股 | $1,726.0万 | 59.3万股 | +1.9万股+3.20% | 加仓 |
| C资本集团股息价值CCBG |
| 8.78% | 8.26% | $1,697.9万 | 34.5万股 | $1,389.6万 | 32.7万股 | +1.8万股+5.47% | 加仓 |
| V先锋领航指数基金VB |
| 7.05% | 6.54% | $1,362.6万 | 4.5万股 | $1,100.8万 | 4.2万股 | +2,925股+6.96% | 加仓 |
| IiShares安硕信托SGOV |
| 5.89% | 6.92% | $1,138.5万 | 11.3万股 | $1,165.1万 | 11.6万股 | -2,657股-2.30% | 减仓 |
| V先锋领航·S&PIVOG |
| 4.54% | 4.06% | $876.7万 | 5.7万股 | $683.4万 | 5.5万股 | +2,236股+4.07% | 加仓 |
| CCAPITAL NEW GEOGRAPHYCGNG |
| 3.26% | 2.97% | $630.0万 | 16.8万股 | $499.6万 | 15.8万股 | +9,929股+6.27% | 加仓 |
| AAvantis·U SAVUV |
| 2.89% | — | $559.0万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
| S嘉信·USSCHX |
| 2.72% | 2.68% | $526.2万 | 17.9万股 | $451.7万 | 17.6万股 | +2,633股+1.49% | 加仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 2.71% | 2.77% | $523.6万 | 15.3万股 | $466.4万 | 13.9万股 | +1.3万股+9.62% | 加仓 |
| S嘉信策略信托SCHM |
| 2.59% | 2.52% | $500.5万 | 13.6万股 | $423.4万 | 13.7万股 | -1,015股-0.74% | 减仓 |
| S嘉信策略信托SCHR |
| 2.08% | 3.2% | $401.6万 | 16.3万股 | $538.0万 | 21.6万股 | -5.3万股-24.59% | 减仓 |
| AAPTUS DEFINED RISK ETFDRSK |
| 2.05% | 2.05% | $396.5万 | 13.8万股 | $344.6万 | 12.6万股 | +1.2万股+9.41% | 加仓 |
| PPacer·METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETFQDPL |
| 2.02% | 2.04% | $391.4万 | 8.7万股 | $342.6万 | 8.5万股 | +1,488股+1.74% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 1.81% | 4.6% | $350.4万 | 3.0万股 | $774.1万 | 7.6万股 | -4.6万股-60.75% | 减仓 |
| C资本集团成长ETFCGGR |
| 1.6% | 1.28% | $309.7万 | 7.3万股 | $215.3万 | 6.5万股 | +8,649股+13.40% | 加仓 |
| S嘉信·USSCHA |
| 1.45% | 1.37% | $281.2万 | 7.8万股 | $231.3万 | 8.0万股 | -1,706股-2.15% | 减仓 |
 苹果AAPL |
| 1.32% | 1.31% | $256.1万 | 8,850股 | $220.0万 | 8,667股 | +183股+2.11% | 加仓 |
| V先锋领航指数基金VOO |
| 1.06% | 0.95% | $205.1万 | 2,785股 | $160.2万 | 2,776股 | +9股+0.32% | 加仓 |
 微软MSFT |
| 1.03% | 1.13% | $199.3万 | 5,343股 | $190.5万 | 5,147股 | +196股+3.81% | 加仓 |
| IiShares安硕信托IVV |
| 1.01% | 1.03% | $195.4万 | 2,609股 | $173.0万 | 2,649股 | -40股-1.51% | 减仓 |
 英伟达NVDA |
| 0.98% | 1.01% | $189.7万 | 9,479股 | $170.5万 | 9,776股 | -297股-3.04% | 减仓 |
| EETF系列解决方案DEFR |
| 0.93% | — | $179.4万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.78% | 0.77% | $151.0万 | 1.2万股 | $129.6万 | 3,040股 | +9,120股+300.00% | 加仓 |
 博通AVGO |
| 0.76% | 0.71% | $147.7万 | 3,910股 | $119.0万 | 3,846股 | +64股+1.66% | 加仓 |
| S嘉信策略信托SCHF |
| 0.75% | 0.71% | $145.0万 | 5.2万股 | $119.5万 | 4.8万股 | +4,070股+8.43% | 加仓 |
| F富达Covington信托FDVV |
| 0.69% | 0.72% | $132.5万 | 2.2万股 | $121.4万 | 2.2万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.66% | 0.66% | $128.4万 | 5,102股 | $111.8万 | 5,139股 | -37股-0.72% | 减仓 |
 谷歌AGOOGL |
| 0.66% | 0.63% | $126.7万 | 3,545股 | $106.8万 | 3,714股 | -169股-4.55% | 减仓 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 0.65% | 0.7% | $126.5万 | 2.0万股 | $118.0万 | 2.0万股 | +301股+1.49% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.64% | 0.74% | $123.8万 | 2.2万股 | $124.8万 | 2.2万股 | -106股-0.48% | 减仓 |
| S嘉信策略信托SCHD |
| 0.58% | 0.64% | $111.6万 | 3.5万股 | $108.0万 | 3.5万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.58% | 0.56% | $111.4万 | 4,674股 | $93.9万 | 4,510股 | +164股+3.64% | 加仓 |
| IiShares安硕信托DVY |
| 0.58% | 0.64% | $111.3万 | 7,120股 | $107.8万 | 7,120股 | 00.00% | 持仓不变 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.56% | 0.74% | $108.0万 | 1.4万股 | $124.5万 | 1.4万股 | +205股+1.50% | 加仓 |
 安桥ENB |
| 0.54% | 0.62% | $105.0万 | 1.9万股 | $104.4万 | 1.9万股 | +85股+0.44% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.53% | 0.55% | $101.8万 | 1,363股 | $92.2万 | 1,418股 | -55股-3.88% | 减仓 |
| IiShares安硕信托GVI |
| 0.53% | 0.6% | $101.7万 | 9,454股 | $100.4万 | 9,454股 | 00.00% | 持仓不变 |
 美国合众银行USB |
| 0.52% | 0.52% | $100.3万 | 1.7万股 | $87.5万 | 1.7万股 | -229股-1.36% | 减仓 |
| SSPDR道富系列信托SPYD |
| 0.51% | 0.55% | $97.9万 | 2.1万股 | $93.4万 | 2.1万股 | 00.00% | 持仓不变 |
| PPNC FINL SVCS COMVXF |
| 0.5% | 0.49% | $96.6万 | 3,923股 | $82.4万 | 3,958股 | -35股-0.88% | 减仓 |
 威廉姆斯WMB |
| 0.5% | 0.56% | $95.9万 | 1.3万股 | $93.9万 | 1.3万股 | -3股-0.02% | 减仓 |
| I景顺交易所交易基金IISPHD |
| 0.48% | 0.54% | $93.3万 | 1.8万股 | $91.1万 | 1.8万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.47% | 0.49% | $90.0万 | 2,750股 | $83.0万 | 2,821股 | -71股-2.52% | 减仓 |
| V先锋领航指数基金VTV |
| 0.45% | 0.47% | $87.3万 | 4,006股 | $78.6万 | 4,006股 | 00.00% | 持仓不变 |
 NATIONAL GRID SPONSORED ADR NENGG |
| 0.44% | 0.58% | $85.9万 | 1.0万股 | $97.6万 | 1.2万股 | -1,175股-10.19% | 减仓 |
 雪佛龙CVX |
| 0.44% | 0.61% | $85.2万 | 5,142股 | $103.0万 | 4,978股 | +164股+3.29% | 加仓 |
 应用材料AMAT |
| 0.44% | 0.25% | $85.2万 | 1,178股 | $41.6万 | 1,218股 | -40股-3.28% | 减仓 |
 礼来LLY |
| 0.44% | 0.49% | $85.2万 | 710股 | $82.8万 | 900股 | -190股-21.11% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.43% | 0.49% | $82.7万 | 4,572股 | $82.3万 | 4,976股 | -404股-8.12% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.42% | 0.41% | $82.0万 | 2,321股 | $69.3万 | 2,415股 | -94股-3.89% | 减仓 |
