| F富达·MERRIMACK STR TRFBND |
| 12.86% | 13.04% | $1,659.2万 | 36.5万股 | $1,430.2万 | 31.3万股 | +5.1万股+16.35% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 9.85% | 10.23% | $1,270.9万 | 29.5万股 | $1,121.5万 | 28.4万股 | +1.0万股+3.58% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 7.84% | 8.5% | $1,011.3万 | 22.0万股 | $932.2万 | 20.2万股 | +1.7万股+8.53% | 加仓 |
| F富达Covington信托FENI |
| 7.2% | 7.09% | $929.7万 | 23.2万股 | $777.4万 | 20.9万股 | +2.3万股+10.87% | 加仓 |
 摩根大通JPM |
| 4.56% | 4.82% | $588.7万 | 1.8万股 | $528.3万 | 1.8万股 | +26股+0.14% | 加仓 |
| V先锋领航指数基金VOO |
| 4.12% | 4.25% | $532.1万 | 7,748股 | $465.8万 | 7,795股 | -47股-0.60% | 减仓 |
 英伟达NVDA |
| 3% | 3.01% | $387.5万 | 1.9万股 | $330.5万 | 1.9万股 | +419股+2.21% | 加仓 |
 微软MSFT |
| 3% | 3.45% | $387.3万 | 1.0万股 | $378.8万 | 1.0万股 | +152股+1.49% | 加仓 |
| F富达Covington信托FDEM |
| 2.46% | 2.53% | $318.0万 | 8.8万股 | $277.9万 | 8.8万股 | -457股-0.52% | 减仓 |
 亚马逊AMZN |
| 1.73% | 1.7% | $222.9万 | 9,354股 | $186.8万 | 8,967股 | +387股+4.32% | 加仓 |
| IiShares安硕信托IVV |
| 1.7% | 1.75% | $219.5万 | 2,931股 | $192.4万 | 2,946股 | -15股-0.51% | 减仓 |
 谷歌AGOOGL |
| 1.64% | 1.6% | $211.2万 | 5,910股 | $175.0万 | 6,085股 | -175股-2.88% | 减仓 |
 好事达ALL |
| 1.32% | 1.35% | $170.4万 | 7,161股 | $148.5万 | 7,163股 | -2股-0.03% | 减仓 |
 苹果AAPL |
| 1.11% | 1.05% | $143.5万 | 4,960股 | $115.6万 | 4,554股 | +406股+8.92% | 加仓 |
 Meta平台META |
| 1.01% | 1.21% | $130.9万 | 2,324股 | $132.4万 | 2,315股 | +9股+0.39% | 加仓 |
 EATON VANCEETY |
| 0.97% | 1.06% | $125.1万 | 8.6万股 | $116.8万 | 8.5万股 | +1,356股+1.60% | 加仓 |
 EATON VANCE TAX-MANAGED GLOBAL COMEXG |
| 0.93% | 0.95% | $119.7万 | 12.2万股 | $104.6万 | 12.1万股 | +1,225股+1.01% | 加仓 |
| IiShares安硕信托AGG |
| 0.85% | 0.97% | $109.9万 | 1.1万股 | $106.8万 | 1.1万股 | +349股+3.24% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 0.84% | — | $108.1万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.8% | 0.82% | $103.5万 | 1,385股 | $89.9万 | 1,382股 | +3股+0.22% | 加仓 |
 科磊KLAC |
| 0.77% | 0.46% | $99.5万 | 3,297股 | $50.6万 | 344股 | +2,953股+858.43% | 加仓 |
 VisaV |
| 0.74% | 0.75% | $96.1万 | 2,802股 | $81.7万 | 2,704股 | +98股+3.62% | 加仓 |
 台积电TSM |
| 0.74% | 0.64% | $96.1万 | 2,012股 | $70.1万 | 2,075股 | -63股-3.04% | 减仓 |
| BBANK OF AMERBAC |
| 0.74% | 0.74% | $95.4万 | 1.7万股 | $80.7万 | 1.7万股 | +180股+1.09% | 加仓 |
 应用材料AMAT |
| 0.72% | 0.4% | $93.3万 | 1,291股 | $43.6万 | 1,277股 | +14股+1.10% | 加仓 |
 沃尔玛WMT |
| 0.71% | 0.93% | $91.8万 | 8,109股 | $101.4万 | 8,162股 | -53股-0.65% | 减仓 |
 摩根士丹利MS |
| 0.71% | 0.65% | $91.1万 | 4,356股 | $71.1万 | 4,321股 | +35股+0.81% | 加仓 |
 博通AVGO |
| 0.7% | 0.69% | $90.7万 | 2,400股 | $75.5万 | 2,440股 | -40股-1.64% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.68% | 0.61% | $87.2万 | 2,467股 | $67.1万 | 2,339股 | +128股+5.47% | 加仓 |
 特斯拉TSLA |
| 0.66% | 0.67% | $85.7万 | 2,038股 | $73.1万 | 1,967股 | +71股+3.61% | 加仓 |
 万事达MA |
| 0.65% | 0.73% | $84.2万 | 1,639股 | $79.6万 | 1,593股 | +46股+2.89% | 加仓 |
| IiShares安硕信托IEFA |
| 0.64% | 0.71% | $83.2万 | 8,610股 | $77.8万 | 8,591股 | +19股+0.22% | 加仓 |
 第一资本COF |
| 0.54% | 0.57% | $70.1万 | 3,492股 | $62.5万 | 3,429股 | +63股+1.84% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.54% | 0.33% | $69.6万 | 1,086股 | $35.7万 | 1,086股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.53% | 0.44% | $68.2万 | 640股 | $48.2万 | 680股 | -40股-5.88% | 减仓 |
 阿斯利康AZN |
| 0.5% | 0.59% | $64.9万 | 3,425股 | $64.7万 | 3,280股 | +145股+4.42% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.5% | 0.55% | $64.7万 | 2,484股 | $60.5万 | 2,450股 | +34股+1.39% | 加仓 |
 迪尔DE |
| 0.47% | 0.49% | $60.6万 | 955股 | $54.3万 | 963股 | -8股-0.83% | 减仓 |
 AMD超威AMD |
| 0.47% | — | $60.5万 | 1,041股 | $0 | 0股 | +1,041股 | 新买入 |
 NETFLIXNFLX |
| 0.44% | 0.72% | $56.7万 | 7,943股 | $78.4万 | 8,159股 | -216股-2.65% | 减仓 |
| I景顺QQQ信托VOO |
| 0.44% | 0.48% | $56.5万 | 767股 | $52.7万 | 912股 | -145股-15.90% | 减仓 |
 甲骨文ORCL |
| 0.44% | 0.5% | $56.3万 | 3,842股 | $54.6万 | 3,710股 | +132股+3.56% | 加仓 |
 林德LIN |
| 0.44% | 0.48% | $56.2万 | 1,082股 | $52.8万 | 1,064股 | +18股+1.69% | 加仓 |
 礼来LLY |
| 0.4% | 0.46% | $51.9万 | 433股 | $50.6万 | 550股 | -117股-21.27% | 减仓 |
 固安捷GWW |
| 0.39% | 0.36% | $50.8万 | 374股 | $39.5万 | 362股 | +12股+3.31% | 加仓 |
 家得宝HD |
| 0.39% | 0.5% | $50.5万 | 1,432股 | $54.4万 | 1,654股 | -222股-13.42% | 减仓 |
 ServiceNowNOW |
| 0.39% | 0.48% | $49.7万 | 5,007股 | $52.4万 | 5,012股 | -5股-0.10% | 减仓 |
 波音BA |
| 0.36% | 0.39% | $46.8万 | 2,160股 | $43.0万 | 2,158股 | +2股+0.09% | 加仓 |
 WASTE MGMT DELWM |
| 0.35% | 0.44% | $45.3万 | 2,032股 | $48.0万 | 2,087股 | -55股-2.64% | 减仓 |
 阿斯麦ASML |
| 0.34% | 0.24% | $43.8万 | 220股 | $26.5万 | 200股 | +20股+10.00% | 加仓 |
