| FFUNDSTRAT GRANNYGRNY |
| 7.53% | 6.21% | $988.9万 | 35.8万股 | $662.5万 | 27.8万股 | +8.0万股+28.85% | 加仓 |
 英伟达NVDA |
| 6.4% | 7.69% | $840.8万 | 4.2万股 | $820.6万 | 4.7万股 | -5,032股-10.69% | 减仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 5.85% | 6.59% | $768.3万 | 26.3万股 | $703.3万 | 24.5万股 | +1.8万股+7.29% | 加仓 |
 谷歌AGOOGL |
| 4.7% | 4.91% | $616.5万 | 1.7万股 | $523.9万 | 1.8万股 | -970股-5.32% | 减仓 |
 江森自控JCI |
| 4.35% | 4.83% | $570.8万 | 3.9万股 | $515.4万 | 3.9万股 | -292股-0.74% | 减仓 |
 亚马逊AMZN |
| 4.29% | 4.55% | $563.6万 | 2.4万股 | $485.7万 | 2.3万股 | +329股+1.41% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 3.72% | 7.27% | $487.8万 | 2.2万股 | $775.8万 | 4.0万股 | -1.8万股-45.04% | 减仓 |
 苹果AAPL |
| 3.63% | 3.94% | $476.5万 | 1.6万股 | $420.8万 | 1.7万股 | -113股-0.68% | 减仓 |
| TTidal·TRUST IIIGRNJ |
| 3.18% | 1.57% | $417.5万 | 13.3万股 | $167.7万 | 6.7万股 | +6.6万股+98.06% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 3% | 2.65% | $393.6万 | 3.7万股 | $282.5万 | 3.1万股 | +5,638股+18.27% | 加仓 |
 微软MSFT |
| 2.76% | 3.15% | $362.1万 | 9,706股 | $336.3万 | 9,086股 | +620股+6.82% | 加仓 |
 VisaV |
| 2.65% | 2.82% | $348.4万 | 1.0万股 | $300.8万 | 9,953股 | +201股+2.02% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 2.59% | 2.78% | $340.0万 | 7.4万股 | $296.4万 | 6.4万股 | +9,496股+14.76% | 加仓 |
 Meta平台META |
| 2.44% | 2.81% | $320.9万 | 5,697股 | $300.2万 | 5,248股 | +449股+8.56% | 加仓 |
 CrowdStrikeCRWD |
| 2.39% | — | $314.0万 | 4,115股 | $0 | 0股 | +4,115股 | 新买入 |
 切尼尔能源LNG |
| 2.33% | 3.46% | $305.6万 | 1.3万股 | $369.3万 | 1.3万股 | -230股-1.77% | 减仓 |
 特斯拉TSLA |
| 2.17% | 2.3% | $284.5万 | 6,765股 | $245.8万 | 6,611股 | +154股+2.33% | 加仓 |
 台积电TSM |
| 2.13% | 2.12% | $280.0万 | 5,864股 | $226.2万 | 6,693股 | -829股-12.39% | 减仓 |
 UNITED RENTALSURI |
| 2.06% | 0.49% | $270.9万 | 2,391股 | $52.2万 | 717股 | +1,674股+233.47% | 加仓 |
 康宁GLW |
| 2.04% | 1.34% | $267.2万 | 1.0万股 | $142.6万 | 1.0万股 | -24股-0.23% | 减仓 |
 EATON VANCE TAX-MANAGED BUY-ETV |
| 1.98% | 2.16% | $259.4万 | 17.4万股 | $230.8万 | 16.9万股 | +5,473股+3.24% | 加仓 |
 第一资本COF |
| 1.88% | 1.55% | $246.8万 | 1.2万股 | $165.2万 | 9,057股 | +3,245股+35.83% | 加仓 |
 博通AVGO |
| 1.8% | 1.91% | $236.8万 | 6,268股 | $203.8万 | 6,585股 | -317股-4.81% | 减仓 |
 ZscalerZS |
| 1.8% | 2.24% | $236.7万 | 1.7万股 | $238.8万 | 1.7万股 | -253股-1.49% | 减仓 |
 VIRTUS DIVERSIFIED INCM &ACV |
| 1.74% | 1.79% | $228.9万 | 8.1万股 | $191.1万 | 7.9万股 | +2,118股+2.69% | 加仓 |
 ServiceNowNOW |
| 1.66% | 2.02% | $217.7万 | 2.2万股 | $215.4万 | 2.1万股 | +1,327股+6.44% | 加仓 |
| IiShares安硕信托DGRO |
| 1.56% | 1.86% | $205.2万 | 2.7万股 | $198.1万 | 2.8万股 | -1,155股-4.09% | 减仓 |
 AMD超威AMD |
| 1.35% | 0.6% | $176.6万 | 3,040股 | $63.8万 | 3,137股 | -97股-3.09% | 减仓 |
| KKBRKBR |
| 1.22% | — | $160.2万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 NORTHROP GRUMMAN COMNOC |
| 1.18% | — | $155.3万 | 3,050股 | $0 | 0股 | +3,050股 | 新买入 |
| J摩根大通交易所交易基金JEPQ |
| 1.04% | 0.89% | $136.9万 | 2.2万股 | $94.7万 | 1.7万股 | +5,219股+30.59% | 加仓 |
 贝莱德·CR ALLOCATIONBTZ |
| 1.04% | 2.65% | $136.6万 | 13.4万股 | $282.5万 | 28.0万股 | -14.6万股-52.22% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.81% | 0.82% | $106.4万 | 3,010股 | $87.2万 | 3,040股 | -30股-0.99% | 减仓 |
| EENERGY TRANSFER L PET |
| 0.8% | 1.02% | $104.8万 | 5.5万股 | $109.3万 | 5.7万股 | -1,798股-3.17% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.76% | 0.88% | $99.3万 | 1,329股 | $93.9万 | 1,445股 | -116股-8.03% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.71% | 0.77% | $93.7万 | 5,178股 | $81.7万 | 4,943股 | +235股+4.75% | 加仓 |
| N新纪元能源NEE |
| 0.7% | 0.89% | $91.8万 | 1.0万股 | $94.8万 | 1.0万股 | +245股+2.40% | 加仓 |
 黑石集团BX |
| 0.52% | — | $68.3万 | 5,804股 | $0 | 0股 | +5,804股 | 新买入 |
 派克汉尼汾PH |
| 0.5% | — | $65.4万 | 669股 | $0 | 0股 | +669股 | 新买入 |
 CLOROX DELCLX |
| 0.44% | — | $58.1万 | 6,090股 | $0 | 0股 | +6,090股 | 新买入 |
| IiShares安硕信托MTUM |
| 0.44% | 0.38% | $57.7万 | 1,682股 | $40.8万 | 1,700股 | -18股-1.06% | 减仓 |
| V先锋领航指数基金VOO |
| 0.43% | 0.46% | $56.4万 | 821股 | $49.1万 | 822股 | -1股-0.12% | 减仓 |
 摩根大通JPM |
| 0.41% | 0.45% | $53.5万 | 1,633股 | $48.2万 | 1,640股 | -7股-0.43% | 减仓 |
 NUTRIENNTR |
| 0.39% | 0.58% | $51.5万 | 8,176股 | $62.3万 | 8,258股 | -82股-0.99% | 减仓 |
 迪尔DE |
| 0.39% | 0.43% | $51.1万 | 806股 | $45.8万 | 813股 | -7股-0.86% | 减仓 |
| PPIMCO太平洋投资管理ETFPMBS |
| 0.37% | 0.3% | $48.3万 | 9,778股 | $31.5万 | 6,356股 | +3,422股+53.84% | 加仓 |
| S嘉信·USSCHX |
| 0.36% | 0.39% | $47.3万 | 1.6万股 | $41.2万 | 1.6万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.32% | — | $42.5万 | 1,952股 | $0 | 0股 | +1,952股 | 新买入 |
| V先锋领航指数基金VUG |
| 0.32% | — | $41.5万 | 4,818股 | $0 | 0股 | +4,818股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.3% | 0.35% | $39.6万 | 791股 | $37.4万 | 781股 | +10股+1.28% | 加仓 |
