| S嘉信策略信托SCHD |
| 8.77% | 9.67% | $680.0万 | 21.4万股 | $664.7万 | 21.7万股 | -2,231股-1.03% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 6.62% | 7.45% | $513.6万 | 10.2万股 | $512.3万 | 10.1万股 | +329股+0.32% | 加仓 |
| IiShares安硕信托MTUM |
| 6.09% | 5.4% | $472.1万 | 1.4万股 | $371.1万 | 1.5万股 | -1,691股-10.94% | 减仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 5.76% | 5.93% | $446.8万 | 10.0万股 | $407.6万 | 9.1万股 | +8,856股+9.73% | 加仓 |
 苹果AAPL |
| 5.08% | 5.04% | $393.6万 | 1.4万股 | $346.6万 | 1.4万股 | -54股-0.40% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 4.95% | 4.87% | $383.8万 | 6.8万股 | $335.0万 | 5.9万股 | +8,860股+14.99% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 4.6% | 4.65% | $356.4万 | 5.8万股 | $319.9万 | 5.8万股 | +359股+0.62% | 加仓 |
 亚马逊AMZN |
| 4.31% | 4.26% | $334.3万 | 1.4万股 | $292.9万 | 1.4万股 | -38股-0.27% | 减仓 |
 摩根大通JPM |
| 3.53% | 3.75% | $273.8万 | 8,364股 | $257.7万 | 8,760股 | -396股-4.52% | 减仓 |
 谷歌AGOOGL |
| 3.34% | 3.25% | $259.0万 | 7,247股 | $223.5万 | 7,773股 | -526股-6.77% | 减仓 |
| PProShares信托NOBL |
| 3.29% | 3.51% | $255.4万 | 4.5万股 | $241.1万 | 2.3万股 | +2.3万股+100.00% | 加仓 |
 台积电TSM |
| 3.13% | 2.59% | $243.0万 | 5,089股 | $178.3万 | 5,276股 | -187股-3.54% | 减仓 |
| IiShares安硕PICK |
| 2.7% | 3% | $209.6万 | 3.6万股 | $206.6万 | 3.7万股 | -460股-1.26% | 减仓 |
 微软MSFT |
| 2.55% | 2.86% | $197.8万 | 5,302股 | $196.9万 | 5,320股 | -18股-0.34% | 减仓 |
| IINVESCO NASDAQ BIOTECHNOLOGY ETFIBBQ |
| 2.49% | 2.5% | $193.1万 | 5.9万股 | $172.2万 | 5.9万股 | -298股-0.50% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 2.07% | 2.13% | $160.8万 | 2.0万股 | $146.5万 | 2.1万股 | -1,064股-5.17% | 减仓 |
| AAvantis·U SAVUV |
| 1.97% | 1.94% | $153.1万 | 1.2万股 | $133.6万 | 1.2万股 | +176股+1.45% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.92% | 2.14% | $149.2万 | 3.6万股 | $147.5万 | 3.8万股 | -1,681股-4.44% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.6% | 1.66% | $123.8万 | 7,800股 | $114.4万 | 7,800股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.31% | 1.29% | $101.2万 | 5,057股 | $88.6万 | 5,083股 | -26股-0.51% | 减仓 |
 Meta平台META |
| 1.14% | 1.1% | $88.2万 | 1,566股 | $75.9万 | 1,327股 | +239股+18.01% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.13% | 1.03% | $87.6万 | 2,480股 | $71.1万 | 2,480股 | 00.00% | 持仓不变 |
 GE航空GE |
| 1.05% | — | $81.4万 | 2,179股 | $0 | 0股 | +2,179股 | 新买入 |
 高盛GS |
| 1.03% | — | $80.2万 | 793股 | $0 | 0股 | +793股 | 新买入 |
 QUANTA SVCSPWR |
| 1.03% | 0.92% | $79.6万 | 1,106股 | $63.3万 | 1,153股 | -47股-4.08% | 减仓 |
 联合健康UNH |
| 1.02% | 0.77% | $79.1万 | 1,904股 | $52.7万 | 1,949股 | -45股-2.31% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.97% | 2.7% | $75.0万 | 6,037股 | $185.5万 | 4,351股 | +1,686股+38.75% | 加仓 |
 雷神技术RTX |
| 0.93% | — | $72.3万 | 3,813股 | $0 | 0股 | +3,813股 | 新买入 |
 ShopifySHOP |
| 0.93% | 1.09% | $72.0万 | 6,303股 | $75.2万 | 6,336股 | -33股-0.52% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 0.92% | — | $71.5万 | 2,658股 | $0 | 0股 | +2,658股 | 新买入 |
| V先锋领航·TOTALBND |
| 0.91% | 1.03% | $70.8万 | 9,651股 | $71.1万 | 9,651股 | 00.00% | 持仓不变 |
| RRAMBUS DELRMBS |
| 0.86% | — | $66.9万 | 5,038股 | $0 | 0股 | +5,038股 | 新买入 |
 MP MATERIALSMP |
| 0.82% | 0.77% | $63.4万 | 1.1万股 | $52.9万 | 1.1万股 | +362股+3.30% | 加仓 |
 沃尔玛WMT |
| 0.8% | 1% | $62.4万 | 5,510股 | $68.8万 | 5,537股 | -27股-0.49% | 减仓 |
 L3哈里斯LHX |
| 0.77% | 1.02% | $60.0万 | 2,064股 | $70.1万 | 2,031股 | +33股+1.62% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.71% | 0.81% | $55.3万 | 7,000股 | $55.5万 | 7,000股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.71% | — | $54.9万 | 759股 | $0 | 0股 | +759股 | 新买入 |
| V先锋领航·HEALTHVHT |
| 0.69% | 0.69% | $53.1万 | 1,777股 | $47.5万 | 1,746股 | +31股+1.78% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.53% | 0.6% | $40.7万 | 7,000股 | $41.0万 | 7,000股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.5% | — | $38.6万 | 1,373股 | $0 | 0股 | +1,373股 | 新买入 |
| G通用动力VTI |
| 0.48% | 0.47% | $37.0万 | 1,000股 | $32.1万 | 1,000股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.48% | 0.45% | $36.9万 | 494股 | $31.2万 | 480股 | +14股+2.92% | 加仓 |
| PProShares信托REGL |
| 0.47% | 0.5% | $36.6万 | 4,000股 | $34.6万 | 4,000股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.45% | 0.48% | $35.1万 | 375股 | $33.3万 | 334股 | +41股+12.28% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.44% | 0.37% | $33.9万 | 3,528股 | $25.6万 | 3,528股 | 00.00% | 持仓不变 |
 福泰制药VRTX |
| 0.44% | — | $33.8万 | 681股 | $0 | 0股 | +681股 | 新买入 |
 直觉外科ISRG |
| 0.42% | — | $32.9万 | 828股 | $0 | 0股 | +828股 | 新买入 |
 VisaV |
| 0.4% | 0.4% | $30.9万 | 900股 | $27.2万 | 900股 | 00.00% | 持仓不变 |
 COINBASE GLOBALCOIN |
| 0.39% | — | $30.6万 | 2,090股 | $0 | 0股 | +2,090股 | 新买入 |
 帕兰提尔PLTR |
| 0.39% | 0.92% | $30.3万 | 2,600股 | $63.1万 | 4,315股 | -1,715股-39.75% | 减仓 |
