| IiShares安硕信托IVV |
| 14.99% | 14.33% | $3,279.6万 | 4.4万股 | $2,504.3万 | 3.8万股 | +5,454股+14.23% | 加仓 |
| V先锋领航指数基金VOO |
| 9.78% | 10.59% | $2,138.8万 | 3.1万股 | $1,851.1万 | 3.1万股 | +162股+0.52% | 加仓 |
 苹果AAPL |
| 5.58% | 5.56% | $1,220.3万 | 4.2万股 | $971.0万 | 3.8万股 | +3,914股+10.23% | 加仓 |
| DDISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFDSTL |
| 4.64% | 5.67% | $1,014.2万 | 16.9万股 | $990.3万 | 17.1万股 | -1,781股-1.04% | 减仓 |
| IiShares安硕信托IEFA |
| 3.88% | 3.22% | $848.7万 | 8.8万股 | $561.9万 | 6.2万股 | +2.6万股+41.57% | 加仓 |
 英伟达NVDA |
| 3.72% | 3.96% | $813.5万 | 4.1万股 | $691.8万 | 4.0万股 | +989股+2.49% | 加仓 |
 宝洁PG |
| 3.2% | 3.89% | $700.3万 | 4.8万股 | $680.3万 | 4.7万股 | +656股+1.39% | 加仓 |
 谷歌AGOOGL |
| 2.76% | 2.54% | $602.8万 | 1.7万股 | $443.4万 | 1.5万股 | +1,446股+9.38% | 加仓 |
 微软MSFT |
| 2.06% | 2.48% | $450.8万 | 1.2万股 | $432.8万 | 1.2万股 | +392股+3.35% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.86% | 0.34% | $407.1万 | 5,451股 | $59.9万 | 921股 | +4,530股+491.86% | 加仓 |
 礼来LLY |
| 1.74% | 1.65% | $380.8万 | 3,175股 | $288.7万 | 3,139股 | +36股+1.15% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.59% | 1.4% | $348.0万 | 9,850股 | $244.3万 | 8,516股 | +1,334股+15.66% | 加仓 |
 博通AVGO |
| 1.53% | 1.55% | $333.9万 | 8,838股 | $270.5万 | 8,739股 | +99股+1.13% | 加仓 |
 沃尔玛WMT |
| 1.51% | 1.93% | $330.8万 | 2.9万股 | $336.6万 | 2.7万股 | +2,121股+7.83% | 加仓 |
 美光科技MU |
| 1.45% | 0.58% | $317.8万 | 2,753股 | $102.1万 | 3,022股 | -269股-8.90% | 减仓 |
 埃克森美孚XOM |
| 1.44% | 2.08% | $315.0万 | 2.3万股 | $362.7万 | 2.1万股 | +1,659股+7.76% | 加仓 |
 摩根大通JPM |
| 1.43% | 1.57% | $312.3万 | 9,542股 | $274.4万 | 9,328股 | +214股+2.29% | 加仓 |
| I景顺自营指数基金BSCQ |
| 1.24% | 1.55% | $271.4万 | 13.9万股 | $270.2万 | 13.8万股 | +695股+0.50% | 加仓 |
 亚马逊AMZN |
| 1.22% | 1.26% | $267.1万 | 1.1万股 | $220.0万 | 1.1万股 | +644股+6.10% | 加仓 |
| IiShares安硕·COREIJR |
| 1.2% | 0.8% | $262.0万 | 1.8万股 | $140.2万 | 1.1万股 | +6,384股+56.60% | 加仓 |
| G通用动力VTI |
| 0.94% | 0.43% | $206.1万 | 5,570股 | $74.7万 | 2,329股 | +3,241股+139.16% | 加仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.94% | 1.16% | $204.6万 | 8.9万股 | $203.3万 | 8.9万股 | +677股+0.76% | 加仓 |
 Meta平台META |
| 0.89% | 1.11% | $195.8万 | 3,475股 | $194.1万 | 3,393股 | +82股+2.42% | 加仓 |
| EEtfis Ser TR I Reaves Utils ETFUTES |
| 0.82% | 0.98% | $179.1万 | 2.2万股 | $171.0万 | 2.1万股 | +515股+2.41% | 加仓 |
 科磊KLAC |
| 0.81% | 0.49% | $177.2万 | 5,873股 | $86.0万 | 584股 | +5,289股+905.65% | 加仓 |
| SSPROTT ASSET MANAGEMENTCEF |
| 0.79% | 1.17% | $172.0万 | 4.3万股 | $204.1万 | 4.3万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.75% | 0.39% | $163.8万 | 2.3万股 | $68.8万 | 1.1万股 | +1.2万股+114.19% | 加仓 |
| IiShares安硕信托HYG |
| 0.74% | 0.89% | $162.0万 | 2.0万股 | $156.3万 | 2.0万股 | +612股+3.11% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.68% | 0.85% | $149.4万 | 1.5万股 | $148.3万 | 1.5万股 | +2股+0.01% | 加仓 |
| IiShares安硕信托PFF |
| 0.67% | 0.84% | $147.7万 | 4.8万股 | $146.8万 | 4.8万股 | +3股+0.01% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.66% | 0.73% | $145.1万 | 2,063股 | $127.2万 | 2,063股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.65% | 0.75% | $142.0万 | 1,518股 | $130.6万 | 1,310股 | +208股+15.88% | 加仓 |
| V先锋领航指数基金VB |
| 0.63% | 0.68% | $137.5万 | 4,537股 | $118.5万 | 4,526股 | +11股+0.24% | 加仓 |
 卡特彼勒CAT |
| 0.62% | 0.47% | $135.5万 | 1,272股 | $82.5万 | 1,164股 | +108股+9.28% | 加仓 |
 可口可乐KO |
| 0.57% | 0.67% | $125.7万 | 1.5万股 | $116.3万 | 1.5万股 | +180股+1.18% | 加仓 |
| IiShares安硕信托HDV |
| 0.54% | 0.28% | $118.5万 | 4.3万股 | $48.7万 | 3,587股 | +4.0万股+1,105.16% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.53% | 0.72% | $116.8万 | 1.1万股 | $126.0万 | 1.3万股 | -2,372股-18.31% | 减仓 |
 伊顿ETN |
| 0.53% | 0.52% | $116.0万 | 2,722股 | $91.3万 | 2,551股 | +171股+6.70% | 加仓 |
 万事达MA |
| 0.53% | 0.64% | $115.9万 | 2,257股 | $112.4万 | 2,250股 | +7股+0.31% | 加仓 |
 艾伯维ABBV |
| 0.53% | 0.55% | $115.1万 | 4,574股 | $96.7万 | 4,447股 | +127股+2.86% | 加仓 |
| IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU |
| 0.5% | 0.56% | $109.8万 | 2.2万股 | $98.2万 | 2.0万股 | +1,575股+7.69% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.49% | 0.71% | $107.7万 | 2.0万股 | $123.4万 | 2.0万股 | +140股+0.69% | 加仓 |
 迪尔DE |
| 0.49% | 0.34% | $107.7万 | 1,697股 | $59.7万 | 1,061股 | +636股+59.94% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.47% | 0.54% | $102.0万 | 2,038股 | $94.8万 | 1,978股 | +60股+3.03% | 加仓 |
| PPINNACLE FINL PARTNERSPNFP |
| 0.46% | 0.49% | $101.0万 | 1.0万股 | $85.8万 | 9,961股 | +53股+0.53% | 加仓 |
 GE VernovaGEV |
| 0.44% | 0.4% | $96.5万 | 821股 | $69.9万 | 801股 | +20股+2.50% | 加仓 |
| IiShares安硕·COREIJH |
| 0.44% | — | $96.4万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 默沙东MRK |
| 0.43% | 0.5% | $95.1万 | 7,398股 | $88.2万 | 7,331股 | +67股+0.91% | 加仓 |
 GE航空GE |
| 0.43% | 0.4% | $94.5万 | 2,529股 | $69.1万 | 2,434股 | +95股+3.90% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.42% | 0.54% | $92.5万 | 2.5万股 | $95.1万 | 2.5万股 | +18股+0.07% | 加仓 |
