 英伟达NVDA |
| 3.53% | 3.68% | $511.2万 | 2.6万股 | $464.5万 | 2.7万股 | -1,088股-4.08% | 减仓 |
| IiShares安硕信托VLUE |
| 3.15% | 4.2% | $456.4万 | 2.3万股 | $529.9万 | 3.7万股 | -1.4万股-38.71% | 减仓 |
 飞塔FTNT |
| 3.02% | 1.92% | $436.4万 | 2.8万股 | $243.1万 | 3.0万股 | -1,332股-4.48% | 减仓 |
| G通用动力VTI |
| 2.97% | 2.95% | $430.4万 | 1.2万股 | $372.2万 | 1.2万股 | +29股+0.25% | 加仓 |
| IiShares安硕信托IVV |
| 2.81% | 2.93% | $406.1万 | 5,423股 | $369.6万 | 5,658股 | -235股-4.15% | 减仓 |
| V先锋领航指数基金VXF |
| 2.68% | 2.57% | $387.9万 | 1.6万股 | $324.2万 | 1.6万股 | 00.00% | 持仓不变 |
 SPDR道富系列信托EPRT |
| 2.35% | 2.54% | $340.5万 | 11.0万股 | $320.7万 | 10.4万股 | +6,163股+5.91% | 加仓 |
 苹果AAPL |
| 2.32% | 2.38% | $335.3万 | 1.2万股 | $300.1万 | 1.2万股 | -237股-2.00% | 减仓 |
 谷歌AGOOGL |
| 2.11% | 2% | $305.1万 | 8,537股 | $253.1万 | 8,802股 | -265股-3.01% | 减仓 |
| S道富SPIB |
| 1.8% | 2.09% | $260.9万 | 7.8万股 | $263.5万 | 7.9万股 | -579股-0.74% | 减仓 |
| IiShares安硕信托AOK |
| 1.79% | 2.24% | $259.3万 | 6.3万股 | $283.3万 | 7.1万股 | -8,510股-11.98% | 减仓 |
| SSPDR道富系列信托BIL |
| 1.66% | 1.53% | $240.6万 | 2.6万股 | $192.6万 | 2.1万股 | +5,233股+24.89% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 1.63% | 1.89% | $236.5万 | 4.5万股 | $238.2万 | 4.6万股 | -697股-1.52% | 减仓 |
 摩根大通JPM |
| 1.61% | 1.7% | $233.3万 | 7,127股 | $214.9万 | 7,306股 | -179股-2.45% | 减仓 |
 微软MSFT |
| 1.41% | 1.62% | $204.3万 | 5,478股 | $204.1万 | 5,515股 | -37股-0.67% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 1.31% | 1.52% | $189.7万 | 6.3万股 | $192.0万 | 6.4万股 | -625股-0.98% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.29% | 1.6% | $186.2万 | 3.7万股 | $202.1万 | 4.0万股 | -3,128股-7.83% | 减仓 |
| IiShares安硕信托DGRO |
| 1.18% | 1.23% | $171.4万 | 2.3万股 | $155.4万 | 2.2万股 | +475股+2.15% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.15% | 1.15% | $166.7万 | 4,717股 | $145.3万 | 5,066股 | -349股-6.89% | 减仓 |
| EENERGY TRANSFER L PET |
| 1.14% | 1.31% | $164.4万 | 8.6万股 | $165.7万 | 8.6万股 | +152股+0.18% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.07% | 1.27% | $154.9万 | 4.2万股 | $160.0万 | 4.2万股 | -149股-0.35% | 减仓 |
 亚马逊AMZN |
| 1.06% | 1.07% | $154.1万 | 6,466股 | $135.1万 | 6,486股 | -20股-0.31% | 减仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 1.06% | 1.04% | $153.4万 | 1.4万股 | $130.9万 | 1.4万股 | -70股-0.49% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.06% | 1.24% | $153.2万 | 3,062股 | $156.5万 | 3,265股 | -203股-6.22% | 减仓 |
 AMGEN COMAMGN |
| 1.03% | 1.16% | $149.5万 | 4,127股 | $146.6万 | 4,167股 | -40股-0.96% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 1.03% | 1.05% | $149.1万 | 3,641股 | $132.1万 | 3,706股 | -65股-1.75% | 减仓 |
 WELLS FARGO NEWWFC |
| 1.02% | 1.14% | $147.1万 | 1.8万股 | $143.5万 | 1.8万股 | -227股-1.26% | 减仓 |
| IiShares安硕·COREIJH |
| 1.01% | 1% | $145.6万 | 1.9万股 | $126.0万 | 1.9万股 | +230股+1.23% | 加仓 |
| S嘉信策略信托SCHD |
| 0.99% | 1.05% | $143.9万 | 4.5万股 | $132.9万 | 4.3万股 | +2,059股+4.75% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.93% | 0.94% | $134.3万 | 1.5万股 | $118.7万 | 1.5万股 | -220股-1.47% | 减仓 |
| S道富SPYV |
| 0.92% | <0.01% | $133.7万 | 2.2万股 | $5,658 | 100股 | +2.2万股+21,898.00% | 加仓 |
| IiShares安硕信托IEFA |
| 0.9% | 0.98% | $130.6万 | 1.4万股 | $123.4万 | 1.4万股 | -110股-0.81% | 减仓 |
 科磊KLAC |
| 0.88% | 0.5% | $127.6万 | 4,230股 | $63.0万 | 428股 | +3,802股+888.32% | 加仓 |
 思科CSCO |
| 0.88% | 0.71% | $127.0万 | 1.1万股 | $89.3万 | 1.2万股 | -699股-6.07% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.84% | 0.86% | $121.3万 | 2.4万股 | $108.6万 | 2.4万股 | +275股+1.16% | 加仓 |
| V先锋领航指数基金VOO |
| 0.83% | 0.04% | $120.3万 | 1,752股 | $4.5万 | 76股 | +1,676股+2,205.26% | 加仓 |
| IiShares安硕信托TLH |
| 0.83% | 1.04% | $119.8万 | 1.2万股 | $130.7万 | 1.3万股 | -1,036股-7.98% | 减仓 |
 特斯拉TSLA |
| 0.82% | 0.83% | $119.2万 | 2,833股 | $105.2万 | 2,831股 | +2股+0.07% | 加仓 |
| F第一信托交易所交易基金FTCB |
| 0.79% | 0.51% | $114.4万 | 5.5万股 | $64.1万 | 3.1万股 | +2.4万股+79.33% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.77% | 0.89% | $111.4万 | 1.4万股 | $112.7万 | 1.4万股 | -125股-0.88% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 0.77% | 0.89% | $110.8万 | 1.2万股 | $111.9万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.76% | 0.7% | $109.7万 | 1.3万股 | $88.7万 | 1.3万股 | +538股+4.23% | 加仓 |
| OOUTLOOK THERAPEUTICS INC COMOTLK |
| 0.72% | 0.12% | $104.1万 | 65.5万股 | $14.6万 | 71.0万股 | -5.5万股-7.77% | 减仓 |
| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 0.71% | 0.53% | $103.4万 | 4.2万股 | $67.3万 | 2.7万股 | +1.5万股+54.14% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.68% | 0.68% | $98.9万 | 3.4万股 | $85.7万 | 3.4万股 | +1股+0.00% | 加仓 |
| IiShares安硕信托USRT |
| 0.67% | 0.69% | $97.3万 | 1.5万股 | $87.4万 | 1.5万股 | -116股-0.79% | 减仓 |
 VisaV |
| 0.65% | 0.67% | $94.2万 | 2,745股 | $84.2万 | 2,787股 | -42股-1.51% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.64% | 0.75% | $92.5万 | 1.6万股 | $94.8万 | 1.7万股 | -344股-2.06% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.63% | 0.6% | $91.7万 | 3,053股 | $76.1万 | 3,068股 | -15股-0.49% | 减仓 |
| MMASTECMTZ |
| 0.62% | 0.55% | $89.5万 | 2,150股 | $69.2万 | 2,150股 | 00.00% | 持仓不变 |
