| V先锋领航指数基金VOO |
| 11.43% | 10.12% | $1,840.1万 | 2.5万股 | $1,489.5万 | 2.6万股 | -818股-3.17% | 减仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 9.94% | 9.95% | $1,600.1万 | 34.1万股 | $1,464.2万 | 34.5万股 | -3,565股-1.03% | 减仓 |
| S嘉信策略信托SCHD |
| 9.29% | 9.49% | $1,495.6万 | 47.2万股 | $1,397.3万 | 45.5万股 | +1.6万股+3.56% | 加仓 |
| SSCHWAB 1000 INDEX ETFSCHK |
| 8.46% | 8.34% | $1,363.2万 | 37.8万股 | $1,227.1万 | 39.2万股 | -1.4万股-3.48% | 减仓 |
| I景顺自营指数基金IUS |
| 7% | 6.87% | $1,127.7万 | 17.2万股 | $1,011.0万 | 17.5万股 | -2,609股-1.49% | 减仓 |
| PPacer基金信托COWZ |
| 6.5% | 7.15% | $1,046.3万 | 16.8万股 | $1,052.7万 | 16.8万股 | -52股-0.03% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 5.58% | 5.18% | $898.7万 | 25.8万股 | $762.9万 | 25.0万股 | +8,034股+3.21% | 加仓 |
| PPACER GLOBAL CASH COWS DIVIDEND ETFGCOW |
| 5.12% | 5.76% | $825.2万 | 19.1万股 | $847.3万 | 18.3万股 | +7,336股+4.00% | 加仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 4.6% | 5.74% | $740.4万 | 13.9万股 | $845.4万 | 16.0万股 | -2.1万股-12.98% | 减仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 4.32% | 4.16% | $696.4万 | 6.2万股 | $611.7万 | 5.9万股 | +2,525股+4.27% | 加仓 |
| S嘉信·USSCHA |
| 3.3% | 2.91% | $531.7万 | 14.7万股 | $427.8万 | 14.7万股 | +54股+0.04% | 加仓 |
| IiShares安硕信托HSCZ |
| 3.16% | 3.11% | $509.0万 | 11.8万股 | $458.0万 | 11.5万股 | +2,988股+2.59% | 加仓 |
 艾伯维ABBV |
| 1.59% | 1.5% | $256.0万 | 1.0万股 | $221.3万 | 1.0万股 | 00.00% | 持仓不变 |
| PPACER FDS TR US LRG CP CASHCOWG |
| 1.48% | 1.62% | $237.9万 | 5.9万股 | $238.2万 | 7.1万股 | -1.1万股-16.05% | 减仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTDVG |
| 1.31% | 1.15% | $211.0万 | 4.3万股 | $168.5万 | 3.8万股 | +5,282股+13.99% | 加仓 |
| FFIRST EAGLE GLOBAL EQUITY ETFFEGE |
| 1.25% | 1.47% | $201.6万 | 4.1万股 | $216.2万 | 4.6万股 | -4,794股-10.42% | 减仓 |
 英伟达NVDA |
| 1.19% | 1.16% | $191.6万 | 9,577股 | $171.0万 | 9,807股 | -230股-2.35% | 减仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 1.19% | 1.3% | $190.9万 | 3.9万股 | $192.0万 | 3.8万股 | +1,433股+3.79% | 加仓 |
 苹果AAPL |
| 0.96% | 0.92% | $154.7万 | 5,345股 | $136.0万 | 5,359股 | -14股-0.26% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.92% | 0.91% | $148.1万 | 4.1万股 | $133.6万 | 4.0万股 | +980股+2.48% | 加仓 |
| IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF |
| 0.8% | 0.46% | $129.3万 | 4.2万股 | $67.9万 | 2.3万股 | +2.0万股+87.56% | 加仓 |
| S嘉信策略信托SCHF |
| 0.77% | 0.7% | $124.0万 | 4.5万股 | $102.7万 | 4.1万股 | +3,302股+7.96% | 加仓 |
 雅培ABT |
| 0.76% | 0.95% | $123.1万 | 1.4万股 | $139.9万 | 1.4万股 | -59股-0.43% | 减仓 |
| I景顺交易所交易基金IIIDHQ |
| 0.68% | — | $108.7万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| V先锋领航债券指数基金BIV |
| 0.67% | 0.79% | $108.7万 | 1.4万股 | $116.7万 | 1.5万股 | -955股-6.31% | 减仓 |
| F第一信托·USTFVD |
| 0.67% | 0.72% | $108.0万 | 2.2万股 | $106.0万 | 2.3万股 | -114股-0.51% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.58% | — | $93.6万 | 3,090股 | $0 | 0股 | +3,090股 | 新买入 |
| V先锋领航全球基金VDC |
| 0.57% | 0.61% | $91.3万 | 4,048股 | $89.4万 | 3,982股 | +66股+1.66% | 加仓 |
 沃尔玛WMT |
| 0.51% | 0.62% | $82.6万 | 7,292股 | $91.2万 | 7,337股 | -45股-0.61% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.51% | 0.53% | $82.4万 | 1.1万股 | $77.9万 | 9,939股 | +643股+6.47% | 加仓 |
 微软MSFT |
| 0.48% | 0.56% | $77.9万 | 2,088股 | $82.0万 | 2,214股 | -126股-5.69% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 0.42% | 0.39% | $67.5万 | 8,325股 | $56.8万 | 8,325股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金SDVY |
| 0.42% | 0.55% | $66.9万 | 1.5万股 | $81.1万 | 2.1万股 | -5,079股-24.68% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.41% | 0.46% | $66.2万 | 1.2万股 | $68.2万 | 1.1万股 | +1,323股+11.88% | 加仓 |
 亚马逊AMZN |
| 0.37% | 0.39% | $60.0万 | 2,519股 | $57.8万 | 2,777股 | -258股-9.29% | 减仓 |
| FFIRST TRUST TACTICAL HIGH YIELD ETFHYLS |
| 0.36% | 0.42% | $58.0万 | 1.4万股 | $62.4万 | 1.5万股 | -1,105股-7.19% | 减仓 |
| F第一信托交易所交易基金VIBUFQ |
| 0.33% | — | $52.9万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| TT. ROWE PRICE BLUE CHIP GROWTH ETFTCHP |
| 0.31% | 1.29% | $50.1万 | 1.0万股 | $190.4万 | 4.3万股 | -3.3万股-76.77% | 减仓 |
| S嘉信·USSCHX |
| 0.26% | 0.25% | $41.8万 | 1.4万股 | $36.4万 | 1.4万股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金VIFIXD |
| 0.24% | 0.26% | $38.3万 | 8,772股 | $37.7万 | 8,653股 | +119股+1.38% | 加仓 |
 伊顿ETN |
| 0.24% | 0.22% | $38.2万 | 896股 | $32.0万 | 896股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.23% | 0.24% | $36.6万 | 731股 | $36.0万 | 751股 | -20股-2.66% | 减仓 |
 NETFLIXNFLX |
| 0.21% | 0.3% | $33.2万 | 4,648股 | $44.7万 | 4,648股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.17% | 0.17% | $26.9万 | 764股 | $25.0万 | 761股 | +3股+0.39% | 加仓 |
 VertivVRT |
| 0.16% | — | $26.3万 | 785股 | $0 | 0股 | +785股 | 新买入 |
| SSPDR行业精选信托XLK |
| 0.16% | — | $25.8万 | 1,352股 | $0 | 0股 | +1,352股 | 新买入 |
| J摩根大通交易所交易基金JPIE |
| 0.13% | — | $20.4万 | 4,438股 | $0 | 0股 | +4,438股 | 新买入 |
