| IiShares安硕信托IVV |
| 5.27% | 3.95% | $2,054.4万 | 2.7万股 | $1,279.5万 | 2.0万股 | +7,845股+40.05% | 加仓 |
| G通用动力VTI |
| 4.46% | 4.6% | $1,740.1万 | 4.7万股 | $1,487.6万 | 4.6万股 | +655股+1.41% | 加仓 |
 微软MSFT |
| 3.3% | 3.63% | $1,287.7万 | 3.5万股 | $1,174.9万 | 3.2万股 | +2,781股+8.76% | 加仓 |
 谷歌AGOOGL |
| 3.27% | 3.12% | $1,276.6万 | 3.6万股 | $1,009.8万 | 3.5万股 | +606股+1.73% | 加仓 |
| AAB ACTIVE ETFSSYFI |
| 2.66% | 1.74% | $1,037.9万 | 29.1万股 | $563.4万 | 15.9万股 | +13.2万股+83.23% | 加仓 |
 苹果AAPL |
| 2.46% | 2.36% | $958.0万 | 3.3万股 | $763.2万 | 3.0万股 | +3,036股+10.10% | 加仓 |
| ZZACKS FOCUS GROWTH ETFGROZ |
| 2.43% | — | $947.3万 | 29.8万股 | $0 | 0股 | +29.8万股 | 新买入 |
 亚马逊AMZN |
| 2.41% | 2.39% | $940.8万 | 3.9万股 | $773.0万 | 3.7万股 | +2,357股+6.35% | 加仓 |
| PPGIM ULTRAPULS |
| 2.13% | 1.61% | $832.3万 | 16.8万股 | $520.1万 | 10.5万股 | +6.3万股+59.86% | 加仓 |
| V先锋领航指数基金VTV |
| 2.1% | 2.41% | $818.4万 | 3.8万股 | $780.2万 | 4.0万股 | -2,209股-5.56% | 减仓 |
| FFEDERATED HERMES ETF TRUSTFTRB |
| 1.9% | 2.46% | $742.0万 | 29.6万股 | $796.9万 | 31.7万股 | -2.1万股-6.71% | 减仓 |
| SSHELTON EQUITY PREMIUM INCOME ETFSEPI |
| 1.82% | 2.03% | $708.8万 | 25.5万股 | $657.4万 | 26.2万股 | -7,854股-2.99% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.66% | 1.54% | $647.9万 | 8,676股 | $499.7万 | 7,684股 | +992股+12.91% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.57% | 2.09% | $611.6万 | 1.2万股 | $675.8万 | 1.4万股 | -1,880股-13.33% | 减仓 |
| FFIRST EAGLE GLOBAL EQUITY ETFFEGE |
| 1.52% | 1.61% | $592.4万 | 12.1万股 | $520.3万 | 11.1万股 | +1.0万股+9.39% | 加仓 |
| FFED HERMS U S STRG DIV ETFFDV |
| 1.47% | 2.12% | $572.3万 | 18.2万股 | $684.8万 | 22.2万股 | -4.0万股-18.00% | 减仓 |
| PPrincipal Spectrum Preferred Securities Active Etf Pref Sc AcPREF |
| 1.45% | 0.81% | $565.6万 | 29.7万股 | $260.8万 | 13.9万股 | +15.8万股+114.11% | 加仓 |
| G高盛ETF信托GINC |
| 1.45% | 1.78% | $564.8万 | 10.2万股 | $575.2万 | 11.5万股 | -1.3万股-11.58% | 减仓 |
 英伟达NVDA |
| 1.44% | 1.36% | $561.3万 | 2.8万股 | $439.2万 | 2.5万股 | +2,872股+11.40% | 加仓 |
| VVANECK ETF TRUST MORNINGSTAR SMID MOAT ETFQDIV |
| 1.37% | 1.15% | $535.2万 | 13.8万股 | $370.7万 | 10.5万股 | +3.2万股+30.73% | 加仓 |
| F第一信托交易所交易基金VIUCON |
| 1.34% | 1.63% | $522.3万 | 21.0万股 | $528.1万 | 21.3万股 | -3,256股-1.53% | 减仓 |
| S嘉信策略信托SCHD |
| 1.21% | 1.33% | $473.0万 | 14.9万股 | $429.0万 | 14.0万股 | +9,330股+6.67% | 加仓 |
| IiShares安硕信托DGRO |
| 1.12% | 1.2% | $436.1万 | 5.8万股 | $389.0万 | 5.5万股 | +2,119股+3.82% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.08% | 0.96% | $423.3万 | 1.2万股 | $311.7万 | 1.1万股 | +1,112股+10.23% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.07% | 0.73% | $416.7万 | 12.3万股 | $235.8万 | 8.1万股 | +4.2万股+52.14% | 加仓 |
 摩根大通JPM |
| 1.05% | 1.39% | $410.3万 | 1.3万股 | $450.2万 | 1.5万股 | -2,771股-18.11% | 减仓 |
 万事达MA |
| 0.97% | 1.4% | $379.4万 | 7,386股 | $454.6万 | 9,097股 | -1,711股-18.81% | 减仓 |
 VisaV |
| 0.93% | 0.89% | $364.4万 | 1.1万股 | $289.4万 | 9,576股 | +1,045股+10.91% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.86% | 0.92% | $335.9万 | 2.1万股 | $297.5万 | 2.0万股 | +1,168股+5.81% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.79% | 0.86% | $308.7万 | 1.3万股 | $276.9万 | 1.3万股 | +173股+1.34% | 加仓 |
 好市多COST |
| 0.7% | 0.89% | $271.3万 | 2,900股 | $287.9万 | 2,889股 | +11股+0.38% | 加仓 |
| F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP |
| 0.62% | 0.68% | $241.4万 | 5.5万股 | $220.8万 | 5.1万股 | +4,925股+9.74% | 加仓 |
| ZZACKS SMALL/MID CAP ETFSMIZ |
| 0.62% | — | $240.4万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
| IiShares安硕信托IVW |
| 0.62% | 0.61% | $240.2万 | 1.7万股 | $198.7万 | 1.8万股 | -99股-0.56% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.6% | 0.67% | $233.5万 | 1.0万股 | $217.7万 | 1.0万股 | -25股-0.24% | 减仓 |
| IiShares安硕URTH |
| 0.59% | 0.13% | $231.3万 | 1.1万股 | $43.5万 | 2,416股 | +9,000股+372.52% | 加仓 |
 思科CSCO |
| 0.59% | 0.26% | $228.8万 | 1.9万股 | $82.9万 | 1.1万股 | +8,801股+82.42% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.58% | 0.67% | $224.7万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.57% | 0.14% | $223.4万 | 2.2万股 | $43.9万 | 4,521股 | +1.7万股+375.71% | 加仓 |
 高盛GS |
| 0.56% | 0.34% | $217.1万 | 2,146股 | $111.6万 | 1,319股 | +827股+62.70% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.55% | 0.36% | $216.3万 | 7,200股 | $117.2万 | 4,725股 | +2,475股+52.38% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.53% | 0.58% | $208.2万 | 9,784股 | $187.1万 | 9,749股 | +35股+0.36% | 加仓 |
 应用材料AMAT |
| 0.53% | 0.12% | $207.4万 | 2,868股 | $37.7万 | 1,103股 | +1,765股+160.02% | 加仓 |
 台积电TSM |
| 0.52% | 0.45% | $201.1万 | 4,210股 | $146.0万 | 4,319股 | -109股-2.52% | 减仓 |
| V先锋领航指数基金VUG |
| 0.51% | 0.52% | $199.7万 | 2.3万股 | $167.0万 | 3,823股 | +1.9万股+506.49% | 加仓 |
 康宁GLW |
| 0.5% | 0.35% | $196.4万 | 7,690股 | $114.9万 | 8,450股 | -760股-8.99% | 减仓 |
 特斯拉TSLA |
| 0.49% | 0.3% | $191.3万 | 4,547股 | $98.4万 | 2,647股 | +1,900股+71.78% | 加仓 |
 博通AVGO |
| 0.49% | 0.7% | $190.8万 | 5,052股 | $225.3万 | 7,278股 | -2,226股-30.59% | 减仓 |
| C花旗集团C |
| 0.48% | 0.81% | $186.4万 | 1.3万股 | $262.1万 | 2.3万股 | -9,788股-42.36% | 减仓 |
 Meta平台META |
| 0.47% | 0.55% | $181.5万 | 3,223股 | $177.6万 | 3,104股 | +119股+3.83% | 加仓 |
