| IiShares安硕信托SHV |
| 18.59% | 21.08% | $1,904.5万 | 17.3万股 | $2,065.3万 | 18.7万股 | -1.4万股-7.75% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 8.07% | 7.53% | $826.3万 | 14.6万股 | $738.3万 | 13.0万股 | +1.6万股+12.32% | 加仓 |
 英伟达NVDA |
| 5.77% | 5.81% | $590.9万 | 3.0万股 | $569.6万 | 3.3万股 | -3,130股-9.58% | 减仓 |
| V先锋领航指数基金VOO |
| 5.68% | 5.16% | $581.9万 | 8,472股 | $505.1万 | 8,453股 | +19股+0.22% | 加仓 |
| IiShares Prime Money Market ETFPMMF |
| 4.66% | 4.97% | $477.8万 | 4.8万股 | $487.2万 | 4.8万股 | -849股-1.75% | 减仓 |
 谷歌AGOOGL |
| 3.94% | 3.39% | $403.7万 | 1.1万股 | $332.0万 | 1.2万股 | -250股-2.17% | 减仓 |
 微软MSFT |
| 3.78% | 4.17% | $387.1万 | 1.0万股 | $408.9万 | 1.1万股 | -667股-6.04% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 3.78% | 3.27% | $387.1万 | 1.3万股 | $320.3万 | 1.3万股 | -700股-5.19% | 减仓 |
| G通用动力VTI |
| 3.2% | 3.03% | $328.0万 | 8,865股 | $296.8万 | 9,250股 | -385股-4.16% | 减仓 |
| N新纪元能源NEE |
| 3.04% | 3.3% | $311.4万 | 3.5万股 | $323.3万 | 3.5万股 | +667股+1.92% | 加仓 |
| IiShares安硕信托SGOV |
| 2.96% | 4.04% | $303.3万 | 3.0万股 | $396.1万 | 3.9万股 | -9,215股-23.42% | 减仓 |
| F第一信托交易所交易基金LQTI |
| 2.9% | 3.6% | $297.5万 | 15.4万股 | $352.4万 | 18.0万股 | -2.6万股-14.40% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 2.81% | 2.41% | $287.4万 | 4.7万股 | $235.7万 | 4.2万股 | +4,306股+10.14% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.62% | 2.59% | $268.6万 | 5,367股 | $253.8万 | 5,297股 | +70股+1.32% | 加仓 |
 博通AVGO |
| 2.11% | 1.81% | $216.0万 | 5,717股 | $177.8万 | 5,743股 | -26股-0.45% | 减仓 |
 亚马逊AMZN |
| 1.84% | 1.76% | $188.3万 | 7,902股 | $172.2万 | 8,267股 | -365股-4.42% | 减仓 |
| SSPDR黄金信托GLD |
| 1.56% | 1.84% | $160.1万 | 4,347股 | $180.5万 | 4,195股 | +152股+3.62% | 加仓 |
 苹果AAPL |
| 1.53% | 1.43% | $156.4万 | 5,407股 | $139.7万 | 5,506股 | -99股-1.80% | 减仓 |
| V先锋领航全球基金VPU |
| 1.52% | 1.21% | $155.6万 | 7,949股 | $118.8万 | 5,993股 | +1,956股+32.64% | 加仓 |
| I景顺QQQ信托VOO |
| 1.48% | 1.26% | $152.1万 | 2,065股 | $123.5万 | 2,140股 | -75股-3.50% | 减仓 |
 家得宝HD |
| 1.43% | 1.41% | $146.2万 | 4,145股 | $138.6万 | 4,215股 | -70股-1.66% | 减仓 |
 思科CSCO |
| 1.32% | 0.91% | $134.9万 | 1.1万股 | $89.1万 | 1.1万股 | +2股+0.02% | 加仓 |
 摩根大通JPM |
| 1.3% | 1.24% | $133.0万 | 4,062股 | $121.8万 | 4,142股 | -80股-1.93% | 减仓 |
| AABRDN SILVER ETF TRUSTSIVR |
| 1.19% | 1.74% | $121.7万 | 2.2万股 | $170.8万 | 2.4万股 | -2,205股-9.25% | 减仓 |
 礼来LLY |
| 1.06% | 0.82% | $108.8万 | 907股 | $80.7万 | 877股 | +30股+3.42% | 加仓 |
 PALO ALTOPANW |
| 0.95% | 0.5% | $97.2万 | 2,850股 | $49.2万 | 3,070股 | -220股-7.17% | 减仓 |
 台积电TSM |
| 0.9% | 0.64% | $92.5万 | 1,936股 | $62.7万 | 1,856股 | +80股+4.31% | 加仓 |
 宝洁PG |
| 0.84% | 0.86% | $85.6万 | 5,839股 | $84.3万 | 5,833股 | +6股+0.10% | 加仓 |
 艾伯维ABBV |
| 0.67% | 0.6% | $68.4万 | 2,718股 | $59.1万 | 2,718股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.65% | 0.42% | $66.5万 | 920股 | $41.0万 | 1,200股 | -280股-23.33% | 减仓 |
 高盛GS |
| 0.62% | 0.54% | $63.3万 | 626股 | $53.0万 | 626股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.6% | 0.6% | $61.0万 | 2,400股 | $58.7万 | 2,400股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.51% | 0.58% | $51.8万 | 554股 | $56.6万 | 568股 | -14股-2.46% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.5% | 0.44% | $51.1万 | 3,863股 | $43.4万 | 3,863股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.47% | 0.66% | $48.3万 | 6,766股 | $65.2万 | 6,776股 | -10股-0.15% | 减仓 |
 VisaV |
| 0.44% | 0.47% | $45.2万 | 1,317股 | $45.9万 | 1,518股 | -201股-13.24% | 减仓 |
 VanEck ETF信托SMH |
| 0.38% | 0.23% | $39.4万 | 600股 | $23.0万 | 600股 | 00.00% | 持仓不变 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.38% | 0.39% | $38.6万 | 1.3万股 | $38.7万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.36% | 0.24% | $36.8万 | 5,162股 | $23.7万 | 3,700股 | +1,462股+39.51% | 加仓 |
| V先锋领航指数基金VUG |
| 0.35% | 0.31% | $36.0万 | 4,176股 | $30.4万 | 696股 | +3,480股+500.00% | 加仓 |
 DANAHER DEL COMDHR |
| 0.31% | 0.33% | $32.2万 | 1,690股 | $32.0万 | 1,690股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.3% | 0.4% | $31.2万 | 1,884股 | $39.0万 | 1,884股 | 00.00% | 持仓不变 |
 林德LIN |
| 0.3% | 0.3% | $31.1万 | 600股 | $29.7万 | 600股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.27% | 0.32% | $27.7万 | 1,023股 | $31.8万 | 1,023股 | 00.00% | 持仓不变 |
| AASE TECHNOLOGYASX |
| 0.26% | — | $27.1万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
 雷神技术RTX |
| 0.26% | 0.28% | $26.5万 | 1,398股 | $27.0万 | 1,398股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.24% | 0.28% | $24.2万 | 2,663股 | $27.3万 | 2,663股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.23% | 0.32% | $23.4万 | 1,730股 | $31.0万 | 1,994股 | -264股-13.24% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.23% | — | $23.1万 | 1,500股 | $0 | 0股 | +1,500股 | 新买入 |
| IiShares黄金信托IAU |
| 0.22% | 0.27% | $22.7万 | 3,006股 | $26.7万 | 3,031股 | -25股-0.82% | 减仓 |
