 微软MSFT |
| 7.25% | 8.5% | $872.8万 | 2.3万股 | $893.5万 | 2.4万股 | -739股-3.06% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 7.18% | 8% | $864.0万 | 17.1万股 | $840.7万 | 16.6万股 | +4,750股+2.86% | 加仓 |
| V先锋领航指数基金VOO |
| 6.12% | 5.92% | $737.0万 | 1.1万股 | $621.8万 | 1.0万股 | +324股+3.11% | 加仓 |
| IiShares安硕信托IVV |
| 4.08% | 4.09% | $491.7万 | 6,565股 | $430.4万 | 6,589股 | -24股-0.36% | 减仓 |
| IiShares安硕信托IEFA |
| 3.77% | 3.82% | $453.6万 | 4.7万股 | $401.3万 | 4.4万股 | +2,642股+5.96% | 加仓 |
 苹果AAPL |
| 3.64% | 3.77% | $438.7万 | 1.5万股 | $396.3万 | 1.6万股 | -454股-2.91% | 减仓 |
| I景顺QQQ信托VOO |
| 3.18% | 2.77% | $383.0万 | 5,201股 | $291.1万 | 5,043股 | +158股+3.13% | 加仓 |
| G高盛ETF信托GBIL |
| 3.12% | 3.67% | $375.7万 | 3.8万股 | $385.4万 | 3.8万股 | -955股-2.48% | 减仓 |
| J骏利亨德森JAAA |
| 2.75% | 2.89% | $330.8万 | 6.6万股 | $303.3万 | 6.0万股 | +5,321股+8.84% | 加仓 |
| VVIASATVSAT |
| 2.18% | 1.3% | $262.0万 | 2.9万股 | $136.4万 | 3.0万股 | -619股-2.08% | 减仓 |
| SSPDR黄金信托GLD |
| 2.14% | 3.18% | $257.8万 | 6,997股 | $334.2万 | 7,767股 | -770股-9.91% | 减仓 |
 英伟达NVDA |
| 2.14% | 2.38% | $257.2万 | 1.3万股 | $250.6万 | 1.4万股 | -1,516股-10.55% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.92% | 1.73% | $230.6万 | 5.7万股 | $181.5万 | 5.4万股 | +3,739股+6.98% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.85% | 2.04% | $222.9万 | 3.9万股 | $214.2万 | 3.8万股 | +1,684股+4.46% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.81% | 1.68% | $218.3万 | 6,179股 | $177.0万 | 6,171股 | +8股+0.13% | 加仓 |
| IiShares安硕信托IVW |
| 1.77% | 1.68% | $212.5万 | 1.5万股 | $176.8万 | 1.6万股 | -184股-1.18% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.65% | 1.75% | $198.3万 | 1.2万股 | $183.8万 | 1.3万股 | -37股-0.30% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.54% | 1.68% | $184.9万 | 3,695股 | $176.6万 | 3,685股 | +10股+0.27% | 加仓 |
| V先锋领航指数基金VTV |
| 1.43% | 1.46% | $171.8万 | 7,885股 | $153.9万 | 7,846股 | +39股+0.50% | 加仓 |
| SSPDR行业精选信托XLP |
| 1.34% | 1.45% | $160.7万 | 1.9万股 | $152.7万 | 1.9万股 | +713股+3.83% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.15% | 1.1% | $137.9万 | 2.2万股 | $115.8万 | 2.1万股 | +1,573股+7.54% | 加仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 1.14% | 0.81% | $137.6万 | 2.8万股 | $85.6万 | 1.8万股 | +1.1万股+58.85% | 加仓 |
 亚马逊AMZN |
| 1.13% | 1.14% | $135.6万 | 5,688股 | $120.1万 | 5,768股 | -80股-1.39% | 减仓 |
 英特尔INTC |
| 1.12% | — | $135.4万 | 9,696股 | $0 | 0股 | +9,696股 | 新买入 |
| IiShares安硕·COREIJR |
| 1.11% | 1.02% | $133.6万 | 9,009股 | $106.9万 | 8,596股 | +413股+4.80% | 加仓 |
| IiShares安硕信托ITOT |
| 1.09% | 1.13% | $131.4万 | 7,999股 | $118.8万 | 8,338股 | -339股-4.07% | 减仓 |
 甲骨文ORCL |
| 1.06% | 0.95% | $127.9万 | 8,728股 | $99.7万 | 6,774股 | +1,954股+28.85% | 加仓 |
| IiShares安硕信托TLT |
| 1.04% | 1.15% | $125.4万 | 1.5万股 | $120.4万 | 1.4万股 | +618股+4.45% | 加仓 |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 1.04% | 0.51% | $125.0万 | 2.5万股 | $53.8万 | 1.1万股 | +1.4万股+132.69% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.03% | — | $124.1万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| IiShares安硕信托DVY |
| 0.89% | 0.99% | $107.7万 | 6,892股 | $103.7万 | 6,851股 | +41股+0.60% | 加仓 |
 SIRIUSXM HLDGS INC EQUITCLASS EQUITYSIRI |
| 0.88% | 1.47% | $105.5万 | 3.6万股 | $154.0万 | 6.7万股 | -3.1万股-46.46% | 减仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 0.87% | 0.99% | $104.9万 | 2.1万股 | $103.9万 | 2.1万股 | +215股+1.03% | 加仓 |
| GGLACIER BANCORP NEWGBCI |
| 0.75% | 0.74% | $89.9万 | 1.7万股 | $77.8万 | 1.7万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.73% | 0.67% | $88.3万 | 2,471股 | $70.7万 | 2,460股 | +11股+0.45% | 加仓 |
 好市多COST |
| 0.73% | 0.88% | $87.4万 | 934股 | $92.2万 | 926股 | +8股+0.86% | 加仓 |
| CCORE SCIENTIFIC NEWCORZ |
| 0.72% | 0.48% | $86.9万 | 3.4万股 | $50.8万 | 3.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.64% | 0.68% | $77.4万 | 3,410股 | $71.9万 | 3,404股 | +6股+0.18% | 加仓 |
| IInnovator ETF信托PAPR |
| 0.62% | 0.67% | $74.7万 | 1.8万股 | $70.4万 | 1.8万股 | 00.00% | 持仓不变 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN |
| 0.59% | 0.63% | $70.9万 | 1.4万股 | $66.1万 | 1.4万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLE |
| 0.59% | 0.64% | $70.9万 | 1.3万股 | $67.6万 | 1.1万股 | +2,309股+20.93% | 加仓 |
| IiShares安硕IEMG |
| 0.57% | 0.51% | $68.9万 | 8,312股 | $53.9万 | 7,726股 | +586股+7.58% | 加仓 |
| IiShares安硕信托HDV |
| 0.55% | 0.62% | $66.0万 | 2.4万股 | $65.0万 | 4,790股 | +1.9万股+402.94% | 加仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 0.54% | 0.67% | $65.5万 | 1.5万股 | $69.9万 | 1.6万股 | -972股-6.23% | 减仓 |
| CCORE SCIENTIFIC INC NEW WT EXP 012327CORZW |
| 0.53% | 0.2% | $64.3万 | 3.4万股 | $21.5万 | 2.5万股 | +9,624股+39.15% | 加仓 |
| IInnovator ETF信托EJUL |
| 0.52% | 0.57% | $62.9万 | 2.0万股 | $60.2万 | 2.0万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.52% | 0.53% | $62.6万 | 1,488股 | $55.5万 | 1,493股 | -5股-0.33% | 减仓 |
| IiShares安硕信托GVI |
| 0.48% | 0.38% | $58.2万 | 5,412股 | $39.9万 | 3,759股 | +1,653股+43.97% | 加仓 |
 Meta平台META |
| 0.47% | 0.83% | $56.3万 | 999股 | $87.2万 | 1,523股 | -524股-34.41% | 减仓 |
 应用材料AMAT |
| 0.46% | 0.25% | $55.8万 | 772股 | $26.4万 | 771股 | +1股+0.13% | 加仓 |
