| J摩根大通·CORE PLUS BOND ETFJCPB |
| 8.05% | 8.47% | $3,607.5万 | 76.9万股 | $3,324.4万 | 70.6万股 | +6.2万股+8.84% | 加仓 |
| V先锋领航全球基金VGT |
| 5.15% | 3.96% | $2,309.8万 | 19.3万股 | $1,552.7万 | 2.2万股 | +17.1万股+768.40% | 加仓 |
 应用材料AMAT |
| 4.56% | 2.79% | $2,041.7万 | 2.8万股 | $1,096.5万 | 3.2万股 | -3,843股-11.98% | 减仓 |
| J摩根大通交易所交易基金JPSE |
| 4.33% | 4.4% | $1,939.1万 | 32.2万股 | $1,725.5万 | 32.9万股 | -6,811股-2.07% | 减仓 |
 苹果AAPL |
| 4.17% | 4.16% | $1,870.8万 | 6.5万股 | $1,633.0万 | 6.4万股 | +307股+0.48% | 加仓 |
 英伟达NVDA |
| 3.25% | 3.19% | $1,458.7万 | 7.3万股 | $1,252.9万 | 7.2万股 | +1,062股+1.48% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 2.91% | 3.62% | $1,302.7万 | 25.7万股 | $1,422.1万 | 28.4万股 | -2.7万股-9.60% | 减仓 |
 微软MSFT |
| 2.72% | 2.88% | $1,219.8万 | 3.3万股 | $1,131.3万 | 3.1万股 | +2,141股+7.01% | 加仓 |
| PPGIM AAAPAAA |
| 2.34% | 2.53% | $1,049.9万 | 20.5万股 | $993.0万 | 19.4万股 | +1.1万股+5.55% | 加仓 |
 摩根大通JPM |
| 2.09% | 2.19% | $937.6万 | 2.9万股 | $857.5万 | 2.9万股 | -509股-1.75% | 减仓 |
 卡特彼勒CAT |
| 2.01% | 1.61% | $900.0万 | 8,452股 | $633.4万 | 8,940股 | -488股-5.46% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2% | 1.91% | $895.7万 | 2.5万股 | $748.9万 | 2.6万股 | -754股-2.89% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK |
| 1.72% | 1.46% | $771.8万 | 6.9万股 | $573.4万 | 7.2万股 | -2,897股-4.02% | 减仓 |
| F第一信托交易所交易基金VIDAUG |
| 1.7% | 1.79% | $760.1万 | 16.2万股 | $703.2万 | 16.1万股 | +788股+0.49% | 加仓 |
 好市多COST |
| 1.65% | 2.03% | $738.5万 | 7,895股 | $797.5万 | 8,004股 | -109股-1.36% | 减仓 |
| GGMO INTERNATIONAL QUALITY ETFQLTI |
| 1.57% | 1.33% | $701.6万 | 26.0万股 | $521.3万 | 20.9万股 | +5.1万股+24.34% | 加仓 |
| DDBX ETF信托DBEF |
| 1.49% | 1.24% | $666.7万 | 12.2万股 | $486.2万 | 9.8万股 | +2.4万股+23.99% | 加仓 |
| F第一信托·UST NYSE ARCA BIOTECHNOLOGY INDEX FUNDFBT |
| 1.48% | 1.43% | $664.9万 | 2.7万股 | $561.3万 | 2.8万股 | -1,127股-4.03% | 减仓 |
| GGMO US QUALITY ETFGMOV |
| 1.32% | 1.27% | $592.0万 | 14.2万股 | $498.7万 | 13.8万股 | +4,408股+3.20% | 加仓 |
| F第一信托交易所交易基金VIDDEC |
| 1.28% | 1.34% | $575.7万 | 12.2万股 | $525.9万 | 11.9万股 | +2,745股+2.31% | 加仓 |
 CSX铁路CSX |
| 1.27% | 1.29% | $568.3万 | 12.0万股 | $505.9万 | 12.3万股 | -3,664股-2.97% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.24% | — | $554.4万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.24% | 0.57% | $553.7万 | 10.9万股 | $224.7万 | 4.4万股 | +6.5万股+146.65% | 加仓 |
 康宁GLW |
| 1.23% | 0.75% | $550.3万 | 2.2万股 | $293.0万 | 2.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.21% | 1.13% | $541.3万 | 2.3万股 | $444.4万 | 2.1万股 | +1,372股+6.43% | 加仓 |
 VisaV |
| 1.17% | 1.18% | $526.3万 | 1.5万股 | $463.7万 | 1.5万股 | -2股-0.01% | 减仓 |
 台积电TSM |
| 1.17% | 1.05% | $523.5万 | 1.1万股 | $410.1万 | 1.2万股 | -1,175股-9.68% | 减仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 1.12% | 0.9% | $503.9万 | 7.8万股 | $353.6万 | 7.8万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.11% | 1.19% | $499.3万 | 9,978股 | $467.9万 | 9,764股 | +214股+2.19% | 加仓 |
 科磊KLAC |
| 1.08% | 0.93% | $485.1万 | 1.6万股 | $365.3万 | 2,481股 | +1.4万股+548.13% | 加仓 |
 雷神技术RTX |
| 1.01% | 1.16% | $454.5万 | 2.4万股 | $455.9万 | 2.4万股 | +320股+1.35% | 加仓 |
| AARK·ETF TRARKQ |
| 0.97% | 0.94% | $433.9万 | 3.3万股 | $368.9万 | 3.3万股 | +11股+0.03% | 加仓 |
 Meta平台META |
| 0.93% | 0.98% | $416.6万 | 7,396股 | $385.9万 | 6,745股 | +651股+9.65% | 加仓 |
 埃克森美孚XOM |
| 0.93% | 1.32% | $415.4万 | 3.0万股 | $519.2万 | 3.1万股 | -223股-0.73% | 减仓 |
 联合太平洋铁路UNP |
| 0.78% | 0.79% | $348.1万 | 1.3万股 | $311.3万 | 1.3万股 | -33股-0.26% | 减仓 |
| BBANK OF AMERBAC |
| 0.75% | 0.72% | $337.9万 | 5.9万股 | $282.0万 | 5.8万股 | +1,460股+2.52% | 加仓 |
 高盛GS |
| 0.74% | 0.71% | $333.8万 | 3,300股 | $279.2万 | 3,300股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.74% | 0.76% | $330.4万 | 1.5万股 | $298.4万 | 1.5万股 | +69股+0.47% | 加仓 |
 家得宝HD |
| 0.69% | 1.33% | $308.3万 | 8,743股 | $521.6万 | 1.6万股 | -7,116股-44.87% | 减仓 |
 芝加哥商品交易所CME |
| 0.64% | 0.83% | $288.1万 | 1.3万股 | $325.5万 | 1.1万股 | +2,026股+18.38% | 加仓 |
 TJXTJX |
| 0.6% | 0.71% | $269.5万 | 1.8万股 | $276.9万 | 1.7万股 | +451股+2.60% | 加仓 |
 迪士尼DIS |
| 0.59% | 0.67% | $263.9万 | 2.7万股 | $264.3万 | 2.7万股 | -7股-0.03% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.58% | 0.01% | $261.2万 | 1.6万股 | $4.4万 | 300股 | +1.6万股+5,386.67% | 加仓 |
| IISHARES MSCI JAPAN ETFEWJV |
| 0.58% | <0.01% | $258.4万 | 5.9万股 | $9,217 | 216股 | +5.9万股+27,117.59% | 加仓 |
 雪佛龙CVX |
| 0.56% | 0.8% | $249.1万 | 1.5万股 | $313.0万 | 1.5万股 | -102股-0.67% | 减仓 |
 强生JNJ |
| 0.53% | 0.59% | $238.9万 | 9,405股 | $231.9万 | 9,487股 | -82股-0.86% | 减仓 |
 威廉姆斯WMB |
| 0.52% | 0.58% | $233.6万 | 3.1万股 | $228.3万 | 3.1万股 | +55股+0.18% | 加仓 |
 联合健康UNH |
| 0.52% | 0.46% | $232.9万 | 5,603股 | $178.7万 | 6,605股 | -1,002股-15.17% | 减仓 |
 德州仪器TXN |
| 0.5% | 0.38% | $225.8万 | 7,577股 | $149.3万 | 7,688股 | -111股-1.44% | 减仓 |
| I景顺·S&PSPHQ |
| 0.49% | 0.48% | $221.7万 | 2.5万股 | $190.2万 | 2.5万股 | -691股-2.73% | 减仓 |
