| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 9.86% | 10.97% | $5,334.2万 | 183.9万股 | $5,061.5万 | 173.5万股 | +10.4万股+6.01% | 加仓 |
| IiShares安硕信托DGRO |
| 7.58% | 7.91% | $4,103.5万 | 54.1万股 | $3,647.1万 | 52.0万股 | +2.2万股+4.18% | 加仓 |
| IiShares安硕信托IVV |
| 6.55% | 5.94% | $3,542.5万 | 4.7万股 | $2,741.3万 | 4.2万股 | +5,336股+12.71% | 加仓 |
| V先锋领航白厅基金VYM |
| 6.54% | 6.99% | $3,541.2万 | 22.4万股 | $3,225.5万 | 21.8万股 | +6,294股+2.89% | 加仓 |
| V先锋领航指数基金VUG |
| 6.33% | 5.93% | $3,424.6万 | 39.8万股 | $2,737.1万 | 6.3万股 | +33.5万股+534.42% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 4.88% | 4.64% | $2,639.5万 | 78.0万股 | $2,140.3万 | 73.5万股 | +4.5万股+6.16% | 加仓 |
| S嘉信策略信托SCHD |
| 4.82% | 5.2% | $2,606.6万 | 82.2万股 | $2,399.4万 | 78.2万股 | +4.0万股+5.11% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 4.51% | 4.74% | $2,441.9万 | 30.9万股 | $2,187.6万 | 27.6万股 | +3.3万股+11.96% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 3.41% | 3.53% | $1,847.6万 | 42.8万股 | $1,629.2万 | 41.3万股 | +1.5万股+3.65% | 加仓 |
| SSELLAS LIFE SCIENCES ISLS |
| 3.36% | 0.94% | $1,819.1万 | 123.2万股 | $435.2万 | 102.9万股 | +20.4万股+19.80% | 加仓 |
 苹果AAPL |
| 2.74% | 2.56% | $1,482.6万 | 5.1万股 | $1,182.4万 | 4.7万股 | +4,646股+9.97% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.54% | 2.59% | $1,375.7万 | 5.8万股 | $1,196.6万 | 5.6万股 | +2,496股+4.49% | 加仓 |
| V先锋领航白厅基金VNQ |
| 2.17% | 2.68% | $1,175.4万 | 12.6万股 | $1,236.0万 | 14.0万股 | -1.4万股-9.91% | 减仓 |
| V先锋领航全球基金VGT |
| 2.08% | 1.77% | $1,127.7万 | 9.4万股 | $817.7万 | 1.2万股 | +8.3万股+705.09% | 加仓 |
| SSPDR道富系列信托SPYG |
| 1.85% | 1.68% | $1,000.5万 | 8.4万股 | $775.7万 | 7.9万股 | +4,858股+6.13% | 加仓 |
 谷歌AGOOGL |
| 1.53% | 1.45% | $828.0万 | 2.3万股 | $670.6万 | 2.3万股 | -152股-0.65% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.48% | 1.36% | $800.2万 | 1.6万股 | $627.3万 | 1.3万股 | +2,902股+22.17% | 加仓 |
| CCOLUMBIA ETF TR IRECS |
| 1.44% | 1.08% | $779.6万 | 18.0万股 | $499.4万 | 12.8万股 | +5.2万股+40.60% | 加仓 |
 派克汉尼汾PH |
| 1.09% | 1.15% | $589.9万 | 6,030股 | $528.4万 | 5,902股 | +128股+2.17% | 加仓 |
| GGlobal X·S&P 500 CATHOLIC VALUES CUSTOM ETFCATH |
| 1.06% | 1.1% | $575.3万 | 6.5万股 | $508.0万 | 6.5万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.06% | 1.07% | $573.0万 | 1.5万股 | $495.6万 | 1.3万股 | +1,973股+14.74% | 加仓 |
 摩根大通JPM |
| 1% | 0.89% | $539.9万 | 1.6万股 | $411.9万 | 1.4万股 | +2,492股+17.79% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.87% | 0.85% | $468.8万 | 5.2万股 | $391.7万 | 5.0万股 | +2,085股+4.21% | 加仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTEDOW |
| 0.85% | 1.39% | $461.5万 | 10.6万股 | $641.8万 | 15.7万股 | -5.1万股-32.59% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.84% | 0.45% | $455.3万 | 1.3万股 | $205.9万 | 7,177股 | +5,708股+79.53% | 加仓 |
 伊顿ETN |
| 0.72% | 0.7% | $389.5万 | 9,140股 | $323.6万 | 9,047股 | +93股+1.03% | 加仓 |
| F第一信托交易所交易基金FTCS |
| 0.71% | 1.65% | $386.0万 | 4.1万股 | $760.3万 | 8.2万股 | -4.1万股-49.85% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.7% | 0.66% | $377.5万 | 9,505股 | $302.2万 | 9,500股 | +5股+0.05% | 加仓 |
| G通用动力VTI |
| 0.68% | 0.7% | $369.8万 | 9,994股 | $320.6万 | 9,994股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.68% | 0.63% | $365.3万 | 1.8万股 | $289.5万 | 1.7万股 | +1,658股+9.99% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.62% | 0.09% | $335.1万 | 4.7万股 | $41.7万 | 6,510股 | +4.1万股+622.49% | 加仓 |
| I景顺QQQ信托VOO |
| 0.6% | 0.51% | $324.2万 | 4,402股 | $237.4万 | 4,112股 | +290股+7.05% | 加仓 |
 亚马逊AMZN |
| 0.57% | 0.36% | $306.6万 | 1.3万股 | $166.9万 | 8,013股 | +4,850股+60.53% | 加仓 |
| V先锋领航全球基金VCR |
| 0.49% | 0.53% | $265.2万 | 6,687股 | $246.0万 | 6,852股 | -165股-2.41% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.49% | 0.51% | $263.2万 | 2.4万股 | $233.7万 | 2.4万股 | -171股-0.71% | 减仓 |
 默沙东MRK |
| 0.48% | 0.52% | $258.2万 | 2.0万股 | $241.6万 | 2.0万股 | +11股+0.05% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.46% | 0.42% | $248.7万 | 3.1万股 | $195.3万 | 2.9万股 | +2,071股+7.24% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.45% | 0.42% | $242.2万 | 8,061股 | $195.0万 | 7,861股 | +200股+2.54% | 加仓 |
 艾伯维ABBV |
| 0.44% | 0.39% | $238.5万 | 9,479股 | $182.1万 | 8,372股 | +1,107股+13.22% | 加仓 |
 宝洁PG |
| 0.44% | 0.57% | $236.2万 | 1.6万股 | $261.6万 | 1.8万股 | -2,006股-11.08% | 减仓 |
 VisaV |
| 0.41% | 0.4% | $222.7万 | 6,491股 | $185.6万 | 6,140股 | +351股+5.72% | 加仓 |
| CCOLUMBIA ETF TR ICRUX |
| 0.41% | — | $222.6万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
 TRAVELERS COSTRV |
| 0.38% | 0.41% | $205.6万 | 6,229股 | $190.5万 | 6,531股 | -302股-4.62% | 减仓 |
 宣伟SHW |
| 0.35% | 0.39% | $188.3万 | 5,468股 | $177.8万 | 5,547股 | -79股-1.42% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.33% | 0.31% | $178.2万 | 3.5万股 | $145.0万 | 3.2万股 | +3,614股+11.38% | 加仓 |
 强生JNJ |
| 0.33% | 0.3% | $177.3万 | 6,980股 | $140.2万 | 5,737股 | +1,243股+21.67% | 加仓 |
 CSX铁路CSX |
| 0.31% | 0.32% | $169.2万 | 3.6万股 | $146.1万 | 3.6万股 | +6股+0.02% | 加仓 |
 家得宝HD |
| 0.29% | 0.32% | $157.2万 | 4,457股 | $148.9万 | 4,527股 | -70股-1.55% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.28% | 0.24% | $154.0万 | 6,107股 | $110.9万 | 6,112股 | -5股-0.08% | 减仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 0.28% | 0.27% | $153.9万 | 2.6万股 | $123.0万 | 2.1万股 | +5,181股+25.18% | 加仓 |
