| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 11.82% | 8.22% | $1,910.2万 | 21.7万股 | $1,219.6万 | 3.3万股 | +18.4万股+554.68% | 加仓 |
| IiShares安硕信托IEFA |
| 11.35% | 10.08% | $1,835.5万 | 19.0万股 | $1,495.5万 | 16.5万股 | +2.5万股+15.04% | 加仓 |
| F第一信托交易所交易基金FTCS |
| 10.56% | 12.57% | $1,707.4万 | 18.2万股 | $1,864.4万 | 20.1万股 | -1.9万股-9.55% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 9.71% | 5.97% | $1,570.1万 | 15.3万股 | $885.9万 | 11.3万股 | +4.1万股+36.27% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 9.47% | 7.49% | $1,531.3万 | 35.5万股 | $1,110.6万 | 28.2万股 | +7.3万股+26.02% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 5.45% | 7.27% | $881.3万 | 6.2万股 | $1,078.9万 | 8.6万股 | -2.4万股-27.97% | 减仓 |
| V先锋领航·MIDVO |
| 5.11% | 5.34% | $826.2万 | 10.3万股 | $792.7万 | 2.8万股 | +7.5万股+271.46% | 加仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 4.93% | 5.92% | $796.8万 | 16.4万股 | $878.2万 | 17.3万股 | -9,136股-5.28% | 减仓 |
| IiShares安硕信托IUSB |
| 4.41% | 4.45% | $713.1万 | 15.5万股 | $660.8万 | 14.3万股 | +1.1万股+8.01% | 加仓 |
| F第一信托交易所交易基金VIFIXD |
| 3.24% | 3.42% | $523.7万 | 12.0万股 | $508.0万 | 11.7万股 | +3,545股+3.04% | 加仓 |
| IiShares安硕信托AGG |
| 2.45% | 2.56% | $396.3万 | 4.0万股 | $380.2万 | 3.8万股 | +1,739股+4.54% | 加仓 |
| HHarbor Etf Trust Commodity All-Weather StrategyHGER |
| 2.28% | 2.97% | $369.2万 | 12.6万股 | $440.8万 | 14.2万股 | -1.6万股-11.49% | 减仓 |
| IiShares安硕信托EMB |
| 1.62% | 1.62% | $261.7万 | 2.7万股 | $239.8万 | 2.6万股 | +1,609股+6.30% | 加仓 |
| FFIRST TRUST TACTICAL HIGH YIELD ETFHYLS |
| 1.61% | 1.66% | $259.6万 | 6.4万股 | $245.9万 | 6.1万股 | +3,246股+5.36% | 加仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 1.4% | 1.93% | $226.8万 | 14.3万股 | $287.0万 | 16.6万股 | -2.3万股-13.81% | 减仓 |
| F第一信托·UST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDTDIV |
| 1.33% | 1.16% | $215.2万 | 1.9万股 | $171.6万 | 1.8万股 | +412股+2.25% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 1.12% | 1.18% | $181.4万 | 3.9万股 | $174.8万 | 3.7万股 | +1,511股+4.06% | 加仓 |
 英伟达NVDA |
| 0.96% | 0.67% | $154.5万 | 7,722股 | $99.4万 | 5,697股 | +2,025股+35.55% | 加仓 |
 苹果AAPL |
| 0.85% | 0.59% | $137.4万 | 4,749股 | $87.5万 | 3,448股 | +1,301股+37.73% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.83% | 0.67% | $134.4万 | 3,803股 | $99.1万 | 3,456股 | +347股+10.04% | 加仓 |
 微软MSFT |
| 0.7% | 0.66% | $113.8万 | 3,052股 | $97.5万 | 2,634股 | +418股+15.87% | 加仓 |
 亚马逊AMZN |
| 0.68% | 0.51% | $109.7万 | 4,601股 | $75.4万 | 3,621股 | +980股+27.06% | 加仓 |
 礼来LLY |
| 0.6% | 0.41% | $96.3万 | 803股 | $61.3万 | 666股 | +137股+20.57% | 加仓 |
 摩根大通JPM |
| 0.5% | 0.55% | $80.8万 | 2,468股 | $81.0万 | 2,753股 | -285股-10.35% | 减仓 |
 卡特彼勒CAT |
| 0.5% | 0.36% | $80.5万 | 756股 | $53.3万 | 753股 | +3股+0.40% | 加仓 |
 强生JNJ |
| 0.45% | 0.39% | $72.5万 | 2,854股 | $58.2万 | 2,382股 | +472股+19.82% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.41% | — | $65.7万 | 1,313股 | $0 | 0股 | +1,313股 | 新买入 |
 GE VernovaGEV |
| 0.4% | 0.25% | $64.5万 | 549股 | $37.7万 | 432股 | +117股+27.08% | 加仓 |
 博通AVGO |
| 0.38% | 0.24% | $61.9万 | 1,639股 | $35.5万 | 1,148股 | +491股+42.77% | 加仓 |
 思科CSCO |
| 0.36% | 0.36% | $58.4万 | 4,976股 | $53.6万 | 6,902股 | -1,926股-27.90% | 减仓 |
 Meta平台META |
| 0.31% | 0.32% | $50.2万 | 892股 | $47.7万 | 833股 | +59股+7.08% | 加仓 |
| N新纪元能源NEE |
| 0.28% | 0.29% | $45.0万 | 5,126股 | $42.8万 | 4,610股 | +516股+11.19% | 加仓 |
 埃克森美孚XOM |
| 0.27% | 0.23% | $43.5万 | 3,183股 | $33.8万 | 1,990股 | +1,193股+59.95% | 加仓 |
 德州仪器TXN |
| 0.26% | 0.24% | $42.1万 | 1,414股 | $35.3万 | 1,816股 | -402股-22.14% | 减仓 |
 贝莱德·INC COMBLK |
| 0.25% | 0.33% | $41.0万 | 426股 | $49.4万 | 514股 | -88股-17.12% | 减仓 |
 VisaV |
| 0.25% | 0.22% | $40.3万 | 1,176股 | $33.1万 | 1,096股 | +80股+7.30% | 加仓 |
 联合健康UNH |
| 0.24% | — | $39.4万 | 948股 | $0 | 0股 | +948股 | 新买入 |
 通用动力GD |
| 0.23% | — | $37.3万 | 1,053股 | $0 | 0股 | +1,053股 | 新买入 |
 ANALOG DEVICES COMADI |
| 0.21% | 0.25% | $33.6万 | 847股 | $36.8万 | 1,158股 | -311股-26.86% | 减仓 |
 沃尔玛WMT |
| 0.2% | 0.17% | $33.1万 | 2,925股 | $25.2万 | 2,026股 | +899股+44.37% | 加仓 |
 PPG工业PPG |
| 0.2% | 0.23% | $32.3万 | 2,663股 | $33.9万 | 3,171股 | -508股-16.02% | 减仓 |
| FFACTSET RESH SYSFDS |
| 0.19% | 0.18% | $30.0万 | 1,306股 | $27.3万 | 1,258股 | +48股+3.82% | 加仓 |
| WWEC ENERGY COMIDU |
| 0.18% | — | $29.3万 | 2,510股 | $0 | 0股 | +2,510股 | 新买入 |
 MCCORMICK & COM NON VTGMKC |
| 0.18% | — | $28.6万 | 5,675股 | $0 | 0股 | +5,675股 | 新买入 |
 耐克NKE |
| 0.17% | — | $27.5万 | 6,703股 | $0 | 0股 | +6,703股 | 新买入 |
 WELLTOWER COMWELL |
| 0.17% | — | $27.3万 | 1,203股 | $0 | 0股 | +1,203股 | 新买入 |
 林德LIN |
| 0.17% | — | $27.2万 | 525股 | $0 | 0股 | +525股 | 新买入 |
 好市多COST |
| 0.17% | 0.14% | $27.2万 | 291股 | $20.5万 | 206股 | +85股+41.26% | 加仓 |
 美敦力MDT |
| 0.16% | 0.21% | $26.1万 | 3,342股 | $30.6万 | 3,532股 | -190股-5.38% | 减仓 |
 BroadridgeBR |
| 0.15% | 0.18% | $24.7万 | 1,801股 | $27.4万 | 1,689股 | +112股+6.63% | 加仓 |
