| V先锋领航指数基金VTV |
| 9.97% | 14.7% | $1,578.2万 | 7.2万股 | $2,013.0万 | 10.3万股 | -3.0万股-29.42% | 减仓 |
| I景顺·S&PSPHQ |
| 9.45% | 20.68% | $1,496.6万 | 16.6万股 | $2,830.9万 | 37.6万股 | -21.0万股-55.88% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 7.81% | 14.05% | $1,236.8万 | 36.5万股 | $1,923.8万 | 66.0万股 | -29.5万股-44.66% | 减仓 |
| S道富SPYM |
| 6.95% | 1.42% | $1,099.8万 | 12.5万股 | $193.7万 | 2.5万股 | +10.0万股+394.49% | 加仓 |
| B贝莱德ETF信托DYNF |
| 5.65% | — | $894.6万 | 13.2万股 | $0 | 0股 | +13.2万股 | 新买入 |
| V先锋领航·FSTEVWO |
| 4.75% | — | $751.6万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
| DDimensional维度ETF信托DFIV |
| 4.21% | — | $665.9万 | 12.3万股 | $0 | 0股 | +12.3万股 | 新买入 |
| SSPDR道富系列信托SPTL |
| 3.87% | 3.87% | $612.3万 | 23.3万股 | $529.8万 | 20.1万股 | +3.2万股+15.89% | 加仓 |
| SSPDR道富系列信托SPTB |
| 3.69% | 0.45% | $584.7万 | 19.5万股 | $62.0万 | 2.0万股 | +17.4万股+849.21% | 加仓 |
| JJPMORGAN INTERNATIONAL GROWTH ETFJIG |
| 3.26% | — | $515.8万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
| SSCHWAB MORTGAGE BACKED SECS ETFSMBS |
| 3.19% | 3.29% | $504.3万 | 19.8万股 | $450.2万 | 17.6万股 | +2.2万股+12.60% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 3.1% | — | $491.2万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| V先锋领航全球基金VGT |
| 2.79% | — | $442.0万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| B贝莱德ETF信托THRO |
| 2.6% | — | $412.3万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
| DDimensional维度ETF信托DFGX |
| 2.59% | 2.76% | $410.0万 | 7.7万股 | $377.8万 | 7.2万股 | +4,482股+6.22% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.05% | 4.11% | $324.0万 | 7.1万股 | $562.7万 | 12.3万股 | -5.2万股-42.26% | 减仓 |
| B贝莱德ETF信托BLCR |
| 2.03% | — | $321.3万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
| GGlobal X基金SHLD |
| 1.81% | — | $286.0万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.47% | 2.09% | $232.4万 | 8.8万股 | $285.9万 | 10.9万股 | -2.1万股-19.70% | 减仓 |
| FFIDELITY LOW DURATION BOND FACTOR ETFFLDR |
| 1.22% | 1.52% | $193.3万 | 3.9万股 | $208.7万 | 4.2万股 | -3,128股-7.50% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.91% | 0.72% | $144.2万 | 2.9万股 | $99.1万 | 2.0万股 | +8,653股+43.56% | 加仓 |
| S嘉信策略信托SCHF |
| 0.87% | 4.33% | $137.4万 | 5.0万股 | $592.3万 | 23.9万股 | -19.0万股-79.28% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.8% | 0.99% | $127.3万 | 2.5万股 | $135.5万 | 2.7万股 | -1,609股-6.01% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.74% | 0.9% | $117.8万 | 2.5万股 | $122.9万 | 2.6万股 | -996股-3.81% | 减仓 |
| NNORTHERN LTS FD TR IVPTL |
| 0.7% | 0.71% | $110.6万 | 3,866股 | $97.2万 | 3,878股 | -12股-0.31% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.64% | 0.69% | $101.9万 | 4,192股 | $94.1万 | 4,329股 | -137股-3.16% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.63% | 3.96% | $100.5万 | 2.0万股 | $541.5万 | 11.9万股 | -9.9万股-83.19% | 减仓 |
| SSPROTT ASSET MANAGEMENTCEF |
| 0.61% | — | $97.0万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.58% | 0.64% | $92.2万 | 4,665股 | $87.0万 | 4,721股 | -56股-1.19% | 减仓 |
| I景顺交易所交易基金IIGOVI |
| 0.57% | 0.88% | $89.9万 | 3.3万股 | $120.5万 | 4.4万股 | -1.1万股-25.01% | 减仓 |
| F第一信托交易所交易基金FTCS |
| 0.52% | 0.61% | $82.3万 | 8,765股 | $82.8万 | 8,930股 | -165股-1.85% | 减仓 |
| BBARINGS PARTN INVSMPV |
| 0.51% | 0.59% | $80.2万 | 4.8万股 | $80.3万 | 4.7万股 | +734股+1.57% | 加仓 |
| NNORTHERN LTS FD TR IVWWJD |
| 0.5% | 0.54% | $79.3万 | 2.1万股 | $74.1万 | 2.0万股 | +983股+4.96% | 加仓 |
 苹果AAPL |
| 0.48% | 0.51% | $75.7万 | 2,617股 | $70.2万 | 2,766股 | -149股-5.39% | 减仓 |
| PPROSHARES ULTRAPRO SHORT QQQSQQQ |
| 0.46% | — | $72.6万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 英伟达NVDA |
| 0.41% | 0.41% | $64.9万 | 3,243股 | $56.6万 | 3,243股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPEM |
| 0.4% | 2.73% | $62.9万 | 1.2万股 | $373.5万 | 8.0万股 | -6.7万股-84.75% | 减仓 |
| JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE |
| 0.39% | 2.73% | $62.0万 | 7,945股 | $374.0万 | 5.6万股 | -4.8万股-85.82% | 减仓 |
| IiShares安硕IEMG |
| 0.37% | 0.34% | $58.7万 | 7,085股 | $45.9万 | 6,585股 | +500股+7.59% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.36% | 0.37% | $56.5万 | 2,389股 | $51.2万 | 2,381股 | +8股+0.34% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.31% | 0.32% | $49.8万 | 1.4万股 | $43.4万 | 1.4万股 | +57股+0.40% | 加仓 |
 卡特彼勒CAT |
| 0.3% | 0.23% | $47.9万 | 450股 | $31.9万 | 450股 | 00.00% | 持仓不变 |
| PPACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETFFLRT |
| 0.3% | 0.48% | $47.7万 | 1.0万股 | $65.2万 | 1.4万股 | -3,859股-27.39% | 减仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.27% | 0.29% | $42.3万 | 3,751股 | $40.1万 | 3,874股 | -123股-3.18% | 减仓 |
| SSPDR黄金信托GLD |
| 0.26% | 0.35% | $40.9万 | 1,110股 | $47.8万 | 1,110股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.26% | 0.31% | $40.4万 | 718股 | $41.9万 | 732股 | -14股-1.91% | 减仓 |
 亚马逊AMZN |
| 0.25% | 0.26% | $40.1万 | 1,683股 | $36.1万 | 1,734股 | -51股-2.94% | 减仓 |
| F第一信托交易所交易基金VIDSEP |
| 0.25% | 0.27% | $39.7万 | 8,377股 | $37.1万 | 8,431股 | -54股-0.64% | 减仓 |
| F第一信托交易所交易基金VIDJAN |
| 0.25% | 0.27% | $39.6万 | 8,704股 | $37.2万 | 8,747股 | -43股-0.49% | 减仓 |
| F第一信托交易所交易基金VIDMAY |
| 0.25% | 0.27% | $39.3万 | 8,351股 | $37.6万 | 8,358股 | -7股-0.08% | 减仓 |
