| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 6.03% | 6.64% | $1,432.5万 | 28.3万股 | $1,434.3万 | 28.3万股 | -134股-0.05% | 减仓 |
 苹果AAPL |
| 3.57% | 3.57% | $848.7万 | 2.9万股 | $769.8万 | 3.0万股 | -1,001股-3.30% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 3.29% | 3.1% | $782.3万 | 3.7万股 | $669.4万 | 3.5万股 | +1,891股+5.42% | 加仓 |
 SEACOAST BKG FLASBCF |
| 3.13% | 3.14% | $742.9万 | 22.3万股 | $676.8万 | 22.3万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 3.11% | 3.45% | $738.4万 | 1.5万股 | $744.6万 | 1.6万股 | -782股-5.03% | 减仓 |
| IiShares安硕信托IVV |
| 2.83% | 2.72% | $672.3万 | 8,978股 | $587.1万 | 8,988股 | -10股-0.11% | 减仓 |
| IiShares安硕·COREIJH |
| 2.77% | 2.69% | $657.9万 | 8.5万股 | $580.9万 | 8.6万股 | -700股-0.81% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 2.68% | 3.63% | $636.7万 | 9.4万股 | $783.9万 | 12.3万股 | -2.8万股-23.18% | 减仓 |
| V先锋领航指数基金VUG |
| 2.64% | 2.46% | $627.7万 | 7.3万股 | $530.5万 | 1.2万股 | +6.1万股+500.00% | 加仓 |
 亚马逊AMZN |
| 2.56% | 2.45% | $607.8万 | 2.6万股 | $529.1万 | 2.5万股 | +94股+0.37% | 加仓 |
| V先锋领航指数基金VTV |
| 2.36% | 2.35% | $561.0万 | 2.6万股 | $508.3万 | 2.6万股 | -165股-0.64% | 减仓 |
| SSPDR黄金信托GLD |
| 2.25% | 2.9% | $534.7万 | 1.5万股 | $626.8万 | 1.5万股 | -52股-0.36% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 2.03% | 1.9% | $483.4万 | 10.3万股 | $410.2万 | 8.7万股 | +1.6万股+18.18% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.94% | 1.81% | $461.5万 | 1.3万股 | $391.3万 | 1.4万股 | -580股-4.25% | 减仓 |
 微软MSFT |
| 1.86% | 2.01% | $441.2万 | 1.2万股 | $434.5万 | 1.2万股 | +92股+0.78% | 加仓 |
 谷歌AGOOGL |
| 1.74% | 1.58% | $412.3万 | 1.2万股 | $341.0万 | 1.2万股 | -319股-2.69% | 减仓 |
 英伟达NVDA |
| 1.64% | 1.61% | $388.7万 | 1.9万股 | $348.5万 | 2.0万股 | -559股-2.80% | 减仓 |
 万事达MA |
| 1.57% | 1.68% | $373.7万 | 7,277股 | $363.4万 | 7,273股 | +4股+0.05% | 加仓 |
| IiShares黄金信托IAU |
| 1.56% | 1.97% | $369.9万 | 4.9万股 | $424.9万 | 4.8万股 | +791股+1.64% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.34% | 1.26% | $319.2万 | 4,274股 | $271.6万 | 4,177股 | +97股+2.32% | 加仓 |
| F第一信托交易所交易基金VIBUFQ |
| 1.33% | 1.03% | $315.6万 | 8.0万股 | $221.4万 | 6.3万股 | +1.8万股+28.22% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.32% | 1.36% | $314.4万 | 3.0万股 | $293.9万 | 3.0万股 | +14股+0.05% | 加仓 |
 VisaV |
| 1.21% | 1.14% | $286.7万 | 8,356股 | $246.2万 | 8,146股 | +210股+2.58% | 加仓 |
 沃尔玛WMT |
| 1.1% | 1.34% | $260.5万 | 2.3万股 | $289.8万 | 2.3万股 | -322股-1.38% | 减仓 |
 TJXTJX |
| 1.04% | 1.21% | $247.5万 | 1.6万股 | $261.5万 | 1.6万股 | -39股-0.24% | 减仓 |
 WASTE MGMT DELWM |
| 1.01% | 1.14% | $241.1万 | 1.1万股 | $247.0万 | 1.1万股 | +68股+0.63% | 加仓 |
 卡特彼勒CAT |
| 0.99% | 0.73% | $234.8万 | 2,205股 | $157.8万 | 2,228股 | -23股-1.03% | 减仓 |
| AAMERICAN CENTY ETF TR US QUALITY GROWQGRO |
| 0.95% | 0.95% | $225.7万 | 1.9万股 | $205.6万 | 2.0万股 | -454股-2.32% | 减仓 |
 强生JNJ |
| 0.92% | 0.99% | $219.5万 | 8,645股 | $213.6万 | 8,740股 | -95股-1.09% | 减仓 |
| IiShares安硕信托DGRO |
| 0.91% | 0.92% | $216.2万 | 2.9万股 | $198.2万 | 2.8万股 | +290股+1.03% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.86% | 0.99% | $204.9万 | 2.6万股 | $213.7万 | 2.7万股 | -955股-3.50% | 减仓 |
 摩根大通JPM |
| 0.85% | 0.83% | $200.9万 | 6,137股 | $180.1万 | 6,121股 | +16股+0.26% | 加仓 |
 礼来LLY |
| 0.84% | 0.61% | $200.2万 | 1,669股 | $131.3万 | 1,427股 | +242股+16.96% | 加仓 |
| AASTORIA US EQUAL WEIGHT QUALITY KINROE |
| 0.75% | 0.68% | $177.5万 | 4.2万股 | $146.4万 | 4.1万股 | +310股+0.75% | 加仓 |
| V先锋领航全球基金VGT |
| 0.73% | 0.58% | $173.0万 | 1.4万股 | $125.5万 | 1,799股 | +1.3万股+704.67% | 加仓 |
 博通AVGO |
| 0.69% | 0.64% | $164.3万 | 4,349股 | $137.4万 | 4,438股 | -89股-2.01% | 减仓 |
 可口可乐KO |
| 0.68% | 0.71% | $162.7万 | 2.0万股 | $153.1万 | 2.0万股 | -117股-0.58% | 减仓 |
 联合太平洋铁路UNP |
| 0.67% | 0.65% | $159.0万 | 5,847股 | $141.1万 | 5,817股 | +30股+0.52% | 加仓 |
| S嘉信·USSCHX |
| 0.65% | 0.51% | $154.8万 | 5.3万股 | $109.7万 | 4.3万股 | +9,808股+22.92% | 加仓 |
| GGlobal X基金SHLD |
| 0.64% | 0.83% | $152.2万 | 2.5万股 | $180.2万 | 2.5万股 | +56股+0.22% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.64% | 0.65% | $151.4万 | 1.3万股 | $140.7万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.61% | 0.7% | $144.7万 | 5,953股 | $151.1万 | 6,953股 | -1,000股-14.38% | 减仓 |
| F富达Covington信托FESM |
| 0.59% | 0.53% | $141.0万 | 2.9万股 | $114.7万 | 3.0万股 | -1,000股-3.31% | 减仓 |
 迪尔DE |
| 0.57% | 0.56% | $136.6万 | 2,153股 | $121.0万 | 2,148股 | +5股+0.23% | 加仓 |
 好市多COST |
| 0.57% | 0.68% | $135.1万 | 1,444股 | $147.3万 | 1,478股 | -34股-2.30% | 减仓 |
| SSPDR道富系列信托XHS |
| 0.55% | 0.42% | $130.3万 | 9,867股 | $90.5万 | 9,042股 | +825股+9.12% | 加仓 |
 麦当劳MCD |
| 0.55% | 0.69% | $130.3万 | 4,820股 | $149.3万 | 4,805股 | +15股+0.31% | 加仓 |
| EEA ASTORIA BEACON DYNAMIC CORE US FAGGA |
| 0.54% | 0.6% | $128.4万 | 5.1万股 | $128.5万 | 5.1万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.53% | 0.44% | $127.1万 | 2,661股 | $94.6万 | 2,800股 | -139股-4.96% | 减仓 |
| AASTORIA US QUALITY GROWTH KINGS ETFGQQQ |
| 0.53% | 0.45% | $125.3万 | 3.5万股 | $97.8万 | 3.4万股 | +528股+1.55% | 加仓 |
