| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 5.33% | 6.08% | $934.9万 | 18.5万股 | $903.3万 | 17.8万股 | +6,387股+3.58% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 4.57% | 5.08% | $801.4万 | 17.6万股 | $755.0万 | 16.5万股 | +1.1万股+6.46% | 加仓 |
| TT ROWETFLR |
| 4.47% | 4.59% | $785.1万 | 15.6万股 | $681.7万 | 13.5万股 | +2.0万股+15.04% | 加仓 |
 苹果AAPL |
| 4.39% | 3.99% | $770.6万 | 2.7万股 | $592.4万 | 2.3万股 | +3,290股+14.09% | 加仓 |
| IiShares安硕信托IBTH |
| 4.11% | 4.85% | $721.6万 | 32.3万股 | $721.4万 | 32.2万股 | +935股+0.29% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.89% | 3.29% | $683.0万 | 1.9万股 | $489.5万 | 1.7万股 | +2,265股+13.27% | 加仓 |
 微软MSFT |
| 3.81% | 3.79% | $668.1万 | 1.8万股 | $563.9万 | 1.5万股 | +2,678股+17.58% | 加仓 |
 摩根大通JPM |
| 3.29% | 3.08% | $578.0万 | 1.8万股 | $458.3万 | 1.6万股 | +2,077股+13.33% | 加仓 |
| F富达Covington信托FDHY |
| 3.18% | 3.63% | $558.0万 | 11.4万股 | $538.8万 | 11.1万股 | +2,805股+2.53% | 加仓 |
 沃尔玛WMT |
| 2.95% | 3.3% | $518.5万 | 4.6万股 | $491.0万 | 4.0万股 | +6,272股+15.88% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.62% | 2.43% | $459.2万 | 9,177股 | $361.0万 | 7,533股 | +1,644股+21.82% | 加仓 |
| IiShares安硕信托IVV |
| 2.16% | 1.89% | $379.5万 | 5,068股 | $281.0万 | 4,302股 | +766股+17.81% | 加仓 |
 联合健康UNH |
| 2.15% | 1.48% | $377.5万 | 9,082股 | $219.8万 | 8,123股 | +959股+11.81% | 加仓 |
| IiShares安硕信托SHYG |
| 2.11% | 2.19% | $369.6万 | 8.7万股 | $324.9万 | 7.7万股 | +1.0万股+13.49% | 加仓 |
 思科CSCO |
| 2.09% | 1.68% | $366.4万 | 3.1万股 | $249.5万 | 3.2万股 | -959股-2.98% | 减仓 |
| V先锋领航指数基金VOO |
| 1.98% | 1.68% | $348.0万 | 4,726股 | $249.7万 | 4,327股 | +399股+9.22% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 1.96% | 1.94% | $343.9万 | 1.4万股 | $288.8万 | 1.4万股 | +89股+0.64% | 加仓 |
 家得宝HD |
| 1.92% | 1.79% | $337.0万 | 9,556股 | $266.5万 | 8,102股 | +1,454股+17.95% | 加仓 |
 英伟达NVDA |
| 1.91% | 2.07% | $334.5万 | 1.7万股 | $307.8万 | 1.8万股 | -934股-5.29% | 减仓 |
| IiShares安硕信托DGRO |
| 1.82% | 1.89% | $319.0万 | 4.2万股 | $281.5万 | 4.0万股 | +1,977股+4.93% | 加仓 |
 VisaV |
| 1.8% | 1.57% | $316.4万 | 9,223股 | $232.8万 | 7,701股 | +1,522股+19.76% | 加仓 |
| N新纪元能源NEE |
| 1.78% | 2.17% | $312.8万 | 3.6万股 | $321.8万 | 3.5万股 | +988股+2.85% | 加仓 |
 默沙东MRK |
| 1.71% | 1.63% | $299.4万 | 2.3万股 | $242.2万 | 2.0万股 | +3,163股+15.71% | 加仓 |
 洛克希德马丁LMT |
| 1.7% | 2.06% | $298.7万 | 5,863股 | $305.9万 | 5,062股 | +801股+15.82% | 加仓 |
| IiShares安硕·COREIJR |
| 1.59% | 1.6% | $279.7万 | 1.9万股 | $237.1万 | 1.9万股 | -211股-1.11% | 减仓 |
 甲骨文ORCL |
| 1.54% | 1.65% | $270.5万 | 1.8万股 | $244.5万 | 1.7万股 | +1,832股+11.02% | 加仓 |
 宝洁PG |
| 1.44% | 1.43% | $252.3万 | 1.7万股 | $211.8万 | 1.5万股 | +2,542股+17.33% | 加仓 |
 Phillips 66PSX |
| 1.25% | 1.6% | $219.7万 | 1.3万股 | $237.4万 | 1.3万股 | -34股-0.26% | 减仓 |
 麦当劳MCD |
| 1.16% | 1.2% | $203.0万 | 7,510股 | $178.5万 | 5,743股 | +1,767股+30.77% | 加仓 |
 Meta平台META |
| 1.12% | 1.36% | $195.7万 | 3,474股 | $202.6万 | 3,542股 | -68股-1.92% | 减仓 |
 联合包裹UPSUPS |
| 1.1% | 1.2% | $193.1万 | 1.8万股 | $177.6万 | 1.8万股 | -91股-0.50% | 减仓 |
 REPUBLIC SVCSRSG |
| 1.06% | 1.25% | $186.5万 | 8,752股 | $185.2万 | 8,456股 | +296股+3.50% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.04% | 0.74% | $183.0万 | 6,039股 | $110.4万 | 4,645股 | +1,394股+30.01% | 加仓 |
 好市多COST |
| 1.01% | 1.25% | $176.5万 | 1,887股 | $186.4万 | 1,871股 | +16股+0.86% | 加仓 |
 AMGEN COMAMGN |
| 1% | 0.89% | $174.9万 | 4,831股 | $132.4万 | 3,763股 | +1,068股+28.38% | 加仓 |
| G通用动力VTI |
| 0.98% | 1.03% | $171.2万 | 4,627股 | $153.8万 | 4,793股 | -166股-3.46% | 减仓 |
| FFIDELITY LOW DURATION BOND FACTOR ETFFLDR |
| 0.94% | 0.97% | $164.1万 | 3.3万股 | $144.5万 | 2.9万股 | +3,888股+13.47% | 加仓 |
 百事可乐PEP |
| 0.92% | 1% | $161.1万 | 1.2万股 | $148.4万 | 9,558股 | +2,340股+24.48% | 加仓 |
 亚马逊AMZN |
| 0.91% | 0.76% | $160.0万 | 6,713股 | $112.9万 | 5,423股 | +1,290股+23.79% | 加仓 |
 强生JNJ |
| 0.9% | 0.7% | $158.4万 | 6,239股 | $104.0万 | 4,255股 | +1,984股+46.63% | 加仓 |
| F富达·COMWLTH TRONEQ |
| 0.86% | 0.79% | $150.4万 | 1.5万股 | $117.6万 | 1.4万股 | +717股+5.18% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.82% | 0.89% | $144.6万 | 5,284股 | $131.6万 | 5,569股 | -285股-5.12% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.77% | 1.16% | $134.9万 | 2,648股 | $173.1万 | 2,537股 | +111股+4.38% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 0.65% | 0.69% | $114.5万 | 1.6万股 | $102.1万 | 1.7万股 | -817股-4.91% | 减仓 |
 谷歌AGOOGL |
| 0.64% | 0.62% | $112.1万 | 3,135股 | $92.3万 | 3,209股 | -74股-2.31% | 减仓 |
 MURPHY USAMUSA |
| 0.62% | 0.67% | $108.2万 | 2,007股 | $98.9万 | 2,003股 | +4股+0.20% | 加仓 |
 威瑞森VZ |
| 0.54% | 0.75% | $94.2万 | 2.2万股 | $111.7万 | 2.2万股 | -7股-0.03% | 减仓 |
| FFIDELITY QUALITY FACTOR ETFFQAL |
| 0.53% | 0.51% | $93.2万 | 1.1万股 | $75.8万 | 1.0万股 | +1,004股+9.61% | 加仓 |
 LOWES COS COMLOW |
| 0.52% | 0.51% | $91.2万 | 4,138股 | $76.2万 | 3,223股 | +915股+28.39% | 加仓 |
 PUBLIC STORAGE COMPSA |
| 0.51% | 0.52% | $89.7万 | 2,819股 | $77.8万 | 2,871股 | -52股-1.81% | 减仓 |
