| S道富SPYM |
| 8.14% | 8.53% | $1,487.9万 | 16.9万股 | $1,260.6万 | 16.5万股 | +4,623股+2.81% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 6.17% | 7.02% | $1,127.5万 | 24.0万股 | $1,037.4万 | 22.0万股 | +2.0万股+9.01% | 加仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 5.24% | 5.05% | $957.5万 | 21.5万股 | $746.2万 | 19.4万股 | +2.1万股+10.83% | 加仓 |
| F富达Covington信托FELG |
| 4.67% | 3.17% | $853.6万 | 19.5万股 | $468.2万 | 12.5万股 | +7.0万股+56.22% | 加仓 |
| S道富SPYV |
| 4.65% | 5.46% | $850.2万 | 14.0万股 | $807.7万 | 14.3万股 | -2,887股-2.02% | 减仓 |
| C资本集团固定收益ETF信托CGCB |
| 4.46% | 4.65% | $814.3万 | 31.1万股 | $687.8万 | 26.2万股 | +4.9万股+18.76% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 3.58% | — | $654.9万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| PPUTNAM ETF TRUSTPVAL |
| 3.37% | 3.62% | $615.2万 | 12.1万股 | $534.8万 | 11.5万股 | +5,497股+4.77% | 加仓 |
| V先锋领航白厅基金VYM |
| 3.19% | 3.7% | $583.4万 | 3.7万股 | $547.6万 | 3.7万股 | -56股-0.15% | 减仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 3.1% | 3.91% | $565.7万 | 19.5万股 | $578.3万 | 19.8万股 | -3,164股-1.60% | 减仓 |
| SSPDR道富系列信托SPYG |
| 3.01% | 2.98% | $549.6万 | 4.6万股 | $441.0万 | 4.5万股 | +1,145股+2.54% | 加仓 |
| V先锋领航·WELLINGTON FDVFQY |
| 2.92% | 2.81% | $533.6万 | 3.1万股 | $415.2万 | 2.8万股 | +3,518股+12.65% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 2.74% | 3.54% | $501.6万 | 16.7万股 | $523.7万 | 17.4万股 | -7,008股-4.02% | 减仓 |
| IiShares安硕信托AGG |
| 2.72% | 3.3% | $497.3万 | 5.0万股 | $487.6万 | 4.9万股 | +1,124股+2.29% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.56% | 2.86% | $468.8万 | 2.0万股 | $422.8万 | 2.0万股 | +150股+0.76% | 加仓 |
 宣伟SHW |
| 2.44% | — | $445.3万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 苹果AAPL |
| 2.31% | 2.42% | $422.2万 | 1.5万股 | $358.4万 | 1.4万股 | +470股+3.33% | 加仓 |
| V先锋领航·MIDVO |
| 2.29% | 2.5% | $418.8万 | 5.2万股 | $369.2万 | 1.3万股 | +3.9万股+304.32% | 加仓 |
| S嘉信策略信托SCHF |
| 2.26% | 2.41% | $412.2万 | 14.9万股 | $356.5万 | 14.4万股 | +4,790股+3.33% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.44% | 1.68% | $264.0万 | 2.6万股 | $248.6万 | 2.5万股 | +1,461股+5.91% | 加仓 |
 杜克能源DUK |
| 1.37% | 1.76% | $251.0万 | 2.0万股 | $260.3万 | 2.0万股 | -51股-0.26% | 减仓 |
| S道富SPHY |
| 1.34% | 1.65% | $244.6万 | 10.4万股 | $243.5万 | 10.4万股 | -61股-0.06% | 减仓 |
| SSTATE STREET ULTRA SHORTTERM BOND ETFULST |
| 1.19% | 1.36% | $217.1万 | 5.4万股 | $201.6万 | 5.0万股 | +3,937股+7.91% | 加仓 |
 亚马逊AMZN |
| 1.09% | 1.15% | $199.9万 | 8,387股 | $169.6万 | 8,144股 | +243股+2.98% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.08% | 1.3% | $198.1万 | 3.5万股 | $192.5万 | 3.4万股 | +1,120股+3.30% | 加仓 |
 微软MSFT |
| 1.05% | 1.16% | $191.2万 | 5,127股 | $172.2万 | 4,653股 | +474股+10.19% | 加仓 |
| CCONVERGENCE LONG/SHORT EQUITY ETFCLSE |
| 0.96% | 0.73% | $175.7万 | 5.1万股 | $107.8万 | 3.8万股 | +1.3万股+34.33% | 加仓 |
 英伟达NVDA |
| 0.91% | 1.01% | $167.1万 | 8,350股 | $149.7万 | 8,585股 | -235股-2.74% | 减仓 |
| IiShares安硕信托IVV |
| 0.83% | 0.9% | $151.2万 | 2,019股 | $133.3万 | 2,041股 | -22股-1.08% | 减仓 |
 特斯拉TSLA |
| 0.83% | 0.92% | $151.1万 | 3,592股 | $135.7万 | 3,651股 | -59股-1.62% | 减仓 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 0.81% | 0.78% | $147.3万 | 8,657股 | $114.7万 | 7,911股 | +746股+9.43% | 加仓 |
| C资本集团固定收益ETF信托CGMS |
| 0.74% | 0.85% | $134.6万 | 4.9万股 | $126.2万 | 4.6万股 | +2,893股+6.24% | 加仓 |
| V先锋领航指数基金VB |
| 0.72% | 0.77% | $131.3万 | 4,331股 | $114.2万 | 4,361股 | -30股-0.69% | 减仓 |
| IiShares安硕信托PFF |
| 0.66% | 0.89% | $121.2万 | 4.0万股 | $132.2万 | 4.4万股 | -3,866股-8.87% | 减仓 |
 谷歌AGOOGL |
| 0.64% | 0.71% | $116.5万 | 3,259股 | $105.5万 | 3,670股 | -411股-11.20% | 减仓 |
| V先锋领航指数基金VOO |
| 0.63% | 0.64% | $115.8万 | 1,573股 | $94.2万 | 1,632股 | -59股-3.62% | 减仓 |
 强生JNJ |
| 0.52% | 0.63% | $95.2万 | 3,749股 | $92.5万 | 3,785股 | -36股-0.95% | 减仓 |
| GGlobal X基金QYLG |
| 0.5% | 0.47% | $91.7万 | 3.0万股 | $69.6万 | 2.7万股 | +3,426股+12.77% | 加仓 |
| C资本集团股息价值CCBG |
| 0.48% | 0.54% | $88.0万 | 1.8万股 | $79.6万 | 1.9万股 | -846股-4.52% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.48% | 0.46% | $87.4万 | 1.7万股 | $67.8万 | 1.3万股 | +3,887股+29.02% | 加仓 |
 卡特彼勒CAT |
| 0.47% | 0.37% | $86.8万 | 815股 | $54.2万 | 765股 | +50股+6.54% | 加仓 |
 安桥ENB |
| 0.46% | 0.53% | $84.4万 | 1.6万股 | $78.2万 | 1.4万股 | +1,118股+7.74% | 加仓 |
| PPRINCIPAL U.S. MEGA-CAP ETFUSMC |
| 0.38% | 0.41% | $69.5万 | 9,373股 | $60.3万 | 9,372股 | +1股+0.01% | 加仓 |
 可口可乐KO |
| 0.35% | 0.41% | $64.0万 | 7,876股 | $60.0万 | 7,889股 | -13股-0.16% | 减仓 |
| IiShares安硕信托GVI |
| 0.34% | 0.36% | $62.4万 | 5,865股 | $52.6万 | 4,943股 | +922股+18.65% | 加仓 |
| G通用动力VTI |
| 0.34% | 0.37% | $62.4万 | 1,687股 | $55.2万 | 1,719股 | -32股-1.86% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.31% | 0.31% | $57.2万 | 1,620股 | $46.5万 | 1,621股 | -1股-0.06% | 减仓 |
 LOWES COS COMLOW |
| 0.31% | 0.26% | $57.2万 | 2,593股 | $39.0万 | 1,651股 | +942股+57.06% | 加仓 |
 埃克森美孚XOM |
| 0.31% | 0.48% | $56.9万 | 4,161股 | $70.3万 | 4,145股 | +16股+0.39% | 加仓 |
 Meta平台META |
| 0.3% | 0.31% | $54.4万 | 966股 | $46.0万 | 804股 | +162股+20.15% | 加仓 |
