| S嘉信·USSCHX |
| 30.48% | 31.15% | $9,858.8万 | 335.0万股 | $8,476.8万 | 330.6万股 | +4.4万股+1.33% | 加仓 |
| S嘉信·USSCHA |
| 19.38% | 18.54% | $6,266.6万 | 173.4万股 | $5,044.7万 | 173.5万股 | -316股-0.02% | 减仓 |
| GGlobal X基金QYLD |
| 6.23% | 7.24% | $2,014.4万 | 109.3万股 | $1,969.3万 | 114.8万股 | -5.5万股-4.82% | 减仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHSC |
| 5.63% | 5.51% | $1,822.2万 | 37.5万股 | $1,498.5万 | 34.9万股 | +2.6万股+7.40% | 加仓 |
| S嘉信策略信托SCHD |
| 5.58% | 6.29% | $1,804.2万 | 56.9万股 | $1,711.4万 | 55.8万股 | +1.1万股+2.00% | 加仓 |
| GGlobal X基金XYLD |
| 5.53% | 6.14% | $1,788.8万 | 43.9万股 | $1,670.8万 | 42.7万股 | +1.2万股+2.71% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 4.67% | 4.21% | $1,510.1万 | 5.0万股 | $1,146.3万 | 4.8万股 | +1,599股+3.31% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 3.4% | 3.77% | $1,099.7万 | 45.6万股 | $1,025.7万 | 42.3万股 | +3.3万股+7.79% | 加仓 |
| I景顺QQQ信托VOO |
| 2.42% | 2.26% | $781.7万 | 1.1万股 | $613.8万 | 1.1万股 | -19股-0.18% | 减仓 |
 VanEck ETF信托SMH |
| 2.22% | 1.59% | $717.7万 | 1.1万股 | $433.5万 | 1.1万股 | -364股-3.22% | 减仓 |
| V先锋领航指数基金VTV |
| 2.14% | 1.64% | $692.3万 | 3.2万股 | $446.3万 | 2.3万股 | +9,018股+39.64% | 加仓 |
 EATON VANCE TAX-MANAGED BUY-ETV |
| 1.78% | 1.95% | $574.5万 | 38.6万股 | $530.3万 | 38.8万股 | -1,844股-0.48% | 减仓 |
| IiShares安硕信托TLT |
| 1.24% | 1.44% | $402.4万 | 4.7万股 | $391.6万 | 4.5万股 | +1,383股+3.06% | 加仓 |
 优步UBER |
| 1.11% | 1.27% | $359.4万 | 5.0万股 | $344.8万 | 4.8万股 | +1,875股+3.91% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.97% | 0.98% | $314.4万 | 4.0万股 | $266.8万 | 3.4万股 | +6,115股+18.17% | 加仓 |
| V先锋领航指数基金VOO |
| 0.76% | 0.78% | $245.7万 | 3,578股 | $212.0万 | 3,548股 | +30股+0.85% | 加仓 |
 特斯拉TSLA |
| 0.74% | 0.76% | $238.4万 | 5,668股 | $207.8万 | 5,590股 | +78股+1.40% | 加仓 |
| PPURSUIT ATTRACTIONS AND HOSPPRSU |
| 0.64% | 0.5% | $207.7万 | 3.7万股 | $136.1万 | 3.7万股 | -50股-0.13% | 减仓 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 0.5% | 0.54% | $160.6万 | 5.6万股 | $145.7万 | 5.6万股 | -100股-0.18% | 减仓 |
| EEATON VANCE TAX MNGED BUY WRIT COMETB |
| 0.48% | 0.53% | $156.1万 | 10.0万股 | $144.9万 | 10.0万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.31% | 0.22% | $101.8万 | 2,448股 | $61.2万 | 2,261股 | +187股+8.27% | 加仓 |
 NUVEEN S&P 500 DYNAMIC OVERWSPXX |
| 0.29% | 0.3% | $94.1万 | 5.0万股 | $81.1万 | 5.0万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.28% | 0.49% | $92.2万 | 1,636股 | $134.7万 | 2,354股 | -718股-30.50% | 减仓 |
| S嘉信策略信托SCHM |
| 0.28% | 0.28% | $89.2万 | 2.4万股 | $74.9万 | 2.4万股 | 00.00% | 持仓不变 |
| S六旗FUN |
| 0.22% | 0.22% | $70.3万 | 3.3万股 | $58.6万 | 3.3万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.21% | 0.18% | $66.9万 | 5,600股 | $48.8万 | 700股 | +4,900股+700.00% | 加仓 |
| V先锋领航·TOTALBND |
| 0.21% | 0.26% | $66.4万 | 9,041股 | $71.0万 | 9,646股 | -605股-6.27% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.18% | 0.19% | $59.0万 | 1,179股 | $51.7万 | 1,079股 | +100股+9.27% | 加仓 |
 AMERICAN FINANCIALAFG |
| 0.16% | 0.17% | $51.1万 | 3,654股 | $46.7万 | 3,654股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.14% | 0.12% | $46.3万 | 1,624股 | $33.2万 | 1,288股 | +336股+26.09% | 加仓 |
| G通用动力VTI |
| 0.11% | 0.1% | $34.3万 | 926股 | $28.5万 | 889股 | +37股+4.16% | 加仓 |
 ROYAL CARIBBEANRCL |
| 0.1% | 0.1% | $31.8万 | 1,000股 | $27.5万 | 1,000股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.09% | 0.1% | $30.0万 | 990股 | $27.1万 | 1,036股 | -46股-4.44% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.08% | 0.09% | $26.2万 | 1,923股 | $23.8万 | 2,003股 | -80股-3.99% | 减仓 |
 微软MSFT |
| 0.08% | — | $24.7万 | 663股 | $0 | 0股 | +663股 | 新买入 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.07% | — | $22.9万 | 7,894股 | $0 | 0股 | +7,894股 | 新买入 |
 亚马逊AMZN |
| 0.06% | — | $20.7万 | 869股 | $0 | 0股 | +869股 | 新买入 |
| IiShares安硕·COREIJH |
| 0.06% | — | $20.5万 | 2,855股 | $0 | 0股 | +2,855股 | 新买入 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.06% | — | $20.3万 | 4,013股 | $0 | 0股 | +4,013股 | 新买入 |
| I景顺交易所交易基金信托PWV |
| 0.06% | — | $20.1万 | 2,655股 | $0 | 0股 | +2,655股 | 新买入 |
 通用汽车GM |
| 0.06% | — | $19.3万 | 2,500股 | $0 | 0股 | +2,500股 | 新买入 |
 宝洁PG |
| 0.06% | — | $19.2万 | 1,306股 | $0 | 0股 | +1,306股 | 新买入 |
| IiShares安硕·COREIJR |
| 0.06% | — | $18.3万 | 1,342股 | $0 | 0股 | +1,342股 | 新买入 |
 埃克森美孚XOM |
| 0.05% | — | $16.1万 | 1,176股 | $0 | 0股 | +1,176股 | 新买入 |
 GE航空GE |
| 0.05% | — | $14.9万 | 399股 | $0 | 0股 | +399股 | 新买入 |
 谷歌AGOOGL |
| 0.05% | — | $14.9万 | 420股 | $0 | 0股 | +420股 | 新买入 |
| V先锋领航债券指数基金BIV |
| 0.03% | — | $10.4万 | 1,355股 | $0 | 0股 | +1,355股 | 新买入 |
| I景顺·ACTIVELY MANAGED EXCGSY |
| 0.03% | — | $9.7万 | 1,944股 | $0 | 0股 | +1,944股 | 新买入 |
| V先锋领航STAR基金VXUS |
| 0.03% | — | $9.2万 | 1,073股 | $0 | 0股 | +1,073股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.03% | — | $9.1万 | 260股 | $0 | 0股 | +260股 | 新买入 |
