| IiShares安硕信托DGRO |
| 4.21% | 4.23% | $782.4万 | 10.3万股 | $653.9万 | 9.3万股 | +1.0万股+10.79% | 加仓 |
 英伟达NVDA |
| 4.14% | 4.66% | $769.1万 | 3.8万股 | $719.5万 | 4.1万股 | -2,819股-6.83% | 减仓 |
| C资本集团成长ETFCGGR |
| 4.11% | 3.67% | $762.6万 | 16.2万股 | $566.9万 | 14.1万股 | +2.1万股+14.54% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 3.63% | 3.5% | $674.9万 | 5.4万股 | $540.6万 | 1.3万股 | +4.2万股+328.70% | 加仓 |
| C资本集团股息价值CCBG |
| 3.27% | 2.96% | $606.4万 | 12.3万股 | $457.6万 | 10.8万股 | +1.5万股+14.38% | 加仓 |
| B贝莱德ETF信托DYNF |
| 3.25% | 2.32% | $603.9万 | 8.9万股 | $359.1万 | 6.2万股 | +2.7万股+43.86% | 加仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 3% | 3.01% | $556.9万 | 25.0万股 | $464.8万 | 20.8万股 | +4.2万股+20.09% | 加仓 |
 美光科技MU |
| 2.74% | 1.1% | $507.9万 | 4,400股 | $169.4万 | 5,013股 | -613股-12.23% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.65% | 2.66% | $491.5万 | 10.8万股 | $410.8万 | 9.0万股 | +1.8万股+19.98% | 加仓 |
| F第一信托交易所交易基金VIFDEC |
| 2.5% | 2.38% | $463.3万 | 8.5万股 | $367.4万 | 7.4万股 | +1.1万股+15.12% | 加仓 |
 苹果AAPL |
| 2.46% | 2.9% | $456.2万 | 1.6万股 | $447.6万 | 1.8万股 | -1,873股-10.62% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.18% | 2.04% | $405.5万 | 1.1万股 | $315.0万 | 1.1万股 | +497股+4.53% | 加仓 |
| F富达Covington信托FENI |
| 1.86% | 1.87% | $345.3万 | 8.6万股 | $288.8万 | 7.8万股 | +8,400股+10.82% | 加仓 |
| IiShares安硕信托IEFA |
| 1.56% | 2.09% | $289.9万 | 3.0万股 | $322.5万 | 3.6万股 | -5,610股-15.75% | 减仓 |
 亚马逊AMZN |
| 1.54% | 1.76% | $286.8万 | 1.2万股 | $271.4万 | 1.3万股 | -997股-7.65% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.46% | 1.62% | $270.7万 | 3,625股 | $250.8万 | 3,856股 | -231股-5.99% | 减仓 |
| B贝莱德ETF信托BLCR |
| 1.46% | 1.1% | $270.3万 | 5.4万股 | $170.5万 | 4.2万股 | +1.2万股+29.22% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.41% | 1.34% | $262.1万 | 2.7万股 | $206.9万 | 2.6万股 | +1,485股+5.78% | 加仓 |
| F第一信托·EXCHANGE-TRADED FD WCM INTL EQUITYWCMI |
| 1.31% | 1.09% | $242.3万 | 12.4万股 | $168.1万 | 10.0万股 | +2.4万股+23.50% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 1.3% | 1.87% | $240.6万 | 4.6万股 | $289.2万 | 5.6万股 | -9,710股-17.44% | 减仓 |
 微软MSFT |
| 1.21% | 1.78% | $224.7万 | 6,025股 | $274.5万 | 7,416股 | -1,391股-18.76% | 减仓 |
 GE VernovaGEV |
| 1.14% | 1.02% | $212.5万 | 1,809股 | $157.2万 | 1,801股 | +8股+0.44% | 加仓 |
| B贝莱德ETF信托BAI |
| 1.13% | 0.83% | $209.3万 | 4.0万股 | $128.5万 | 3.9万股 | +709股+1.82% | 加仓 |
 康宁GLW |
| 1.12% | 0.72% | $208.8万 | 8,176股 | $111.6万 | 8,206股 | -30股-0.37% | 减仓 |
 GE航空GE |
| 1.1% | 1% | $203.9万 | 5,457股 | $154.8万 | 5,456股 | +1股+0.02% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.04% | 1.03% | $193.8万 | 9,111股 | $159.2万 | 8,297股 | +814股+9.81% | 加仓 |
 特斯拉TSLA |
| 0.95% | 1.15% | $176.4万 | 4,193股 | $176.9万 | 4,759股 | -566股-11.89% | 减仓 |
 雷神技术RTX |
| 0.88% | 1.08% | $164.2万 | 8,656股 | $167.1万 | 8,661股 | -5股-0.06% | 减仓 |
 博通AVGO |
| 0.88% | 0.88% | $163.3万 | 4,323股 | $136.7万 | 4,416股 | -93股-2.11% | 减仓 |
 谷歌AGOOGL |
| 0.85% | 0.91% | $158.7万 | 4,440股 | $140.5万 | 4,887股 | -447股-9.15% | 减仓 |
 沃尔玛WMT |
| 0.74% | 0.93% | $138.0万 | 1.2万股 | $143.4万 | 1.2万股 | +641股+5.55% | 加仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 0.74% | 0.79% | $137.9万 | 3.6万股 | $121.3万 | 3.5万股 | +1,057股+3.00% | 加仓 |
 礼来LLY |
| 0.72% | 0.87% | $133.4万 | 1,112股 | $134.9万 | 1,467股 | -355股-24.20% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.68% | 0.77% | $126.8万 | 1.5万股 | $119.5万 | 1.4万股 | +976股+6.74% | 加仓 |
 卡特彼勒CAT |
| 0.68% | 0.58% | $126.4万 | 1,187股 | $89.8万 | 1,267股 | -80股-6.31% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 0.64% | 0.66% | $119.1万 | 1.5万股 | $102.0万 | 1.5万股 | -245股-1.64% | 减仓 |
 WASTE MGMT DELWM |
| 0.63% | 0.76% | $117.2万 | 5,259股 | $118.0万 | 5,135股 | +124股+2.41% | 加仓 |
| EETF系列解决方案QTUM |
| 0.62% | 0.47% | $114.7万 | 6,936股 | $72.9万 | 6,794股 | +142股+2.09% | 加仓 |
| F富达Covington信托FDVV |
| 0.59% | 0.6% | $109.3万 | 1.8万股 | $92.6万 | 1.7万股 | +1,353股+8.07% | 加仓 |
| S道富SPYM |
| 0.58% | 0.62% | $108.3万 | 1.2万股 | $96.0万 | 1.3万股 | -210股-1.67% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 0.58% | 0.71% | $108.3万 | 1.1万股 | $109.6万 | 1.1万股 | -37股-0.32% | 减仓 |
 洛克希德马丁LMT |
| 0.56% | 0.81% | $103.9万 | 2,040股 | $125.2万 | 2,072股 | -32股-1.54% | 减仓 |
| NNUVEEN N Y MUN VALUE FDNNY |
| 0.55% | 0.65% | $102.7万 | 11.7万股 | $100.0万 | 12.0万股 | -2,335股-1.95% | 减仓 |
 VanEck ETF信托SMH |
| 0.52% | 0.36% | $97.1万 | 1,480股 | $55.8万 | 1,455股 | +25股+1.72% | 加仓 |
| BBlackrock Etf Trust Ishares Defense Industrials ActiveIDEF |
| 0.52% | 0.41% | $96.4万 | 3.0万股 | $63.4万 | 1.9万股 | +1.1万股+56.55% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.52% | 0.59% | $95.7万 | 1,913股 | $91.5万 | 1,909股 | +4股+0.21% | 加仓 |
 PALO ALTOPANW |
| 0.47% | 0.28% | $86.6万 | 2,539股 | $43.8万 | 2,729股 | -190股-6.96% | 减仓 |
 埃克森美孚XOM |
| 0.46% | 0.77% | $85.8万 | 6,279股 | $119.0万 | 7,011股 | -732股-10.44% | 减仓 |
 迪尔DE |
| 0.45% | 0.48% | $83.7万 | 1,319股 | $74.3万 | 1,319股 | 00.00% | 持仓不变 |
 CVS健康CVS |
| 0.45% | 0.38% | $83.0万 | 8,022股 | $58.9万 | 8,201股 | -179股-2.18% | 减仓 |
