| IiShares安硕信托SGOV |
| 16.74% | 16.17% | $1.75亿 | 174.1万股 | $1.80亿 | 180.0万股 | -5.9万股-3.27% | 减仓 |
 苹果AAPL |
| 4.55% | 4.21% | $4,740.5万 | 34.3万股 | $4,689.9万 | 34.3万股 | -13股-0.00% | 减仓 |
| IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF |
| 4.17% | — | $4,345.8万 | 128.0万股 | $0 | 0股 | +128.0万股 | 新买入 |
 微软MSFT |
| 3.29% | 3.4% | $3,428.8万 | 14.7万股 | $3,787.6万 | 14.7万股 | -251股-0.17% | 减仓 |
| V先锋领航指数基金VOO |
| 2.87% | 3.44% | $2,991.9万 | 9.1万股 | $3,830.0万 | 11.0万股 | -1.9万股-17.46% | 减仓 |
| IiShares安硕信托IVV |
| 2.65% | 2.31% | $2,761.4万 | 7.7万股 | $2,569.6万 | 6.8万股 | +9,222股+13.61% | 加仓 |
 谷歌AGOOGL |
| 2.48% | 2.65% | $2,589.2万 | 27.1万股 | $2,953.3万 | 1.4万股 | +25.7万股+1,897.48% | 加仓 |
| IiShares安硕·COREIJH |
| 2.43% | 2.33% | $2,532.7万 | 11.6万股 | $2,598.2万 | 11.5万股 | +663股+0.58% | 加仓 |
 强生JNJ |
| 2.3% | 2.36% | $2,393.3万 | 14.7万股 | $2,634.5万 | 14.8万股 | -1,909股-1.29% | 减仓 |
| J摩根大通交易所交易基金JQUA |
| 2.09% | — | $2,183.8万 | 62.3万股 | $0 | 0股 | +62.3万股 | 新买入 |
 麦当劳MCD |
| 2.05% | 2.06% | $2,136.6万 | 9.3万股 | $2,298.8万 | 9.3万股 | -514股-0.55% | 减仓 |
 LOWES COS COMLOW |
| 2.01% | 1.75% | $2,090.8万 | 11.1万股 | $1,947.9万 | 11.2万股 | -192股-0.17% | 减仓 |
 亚马逊AMZN |
| 1.99% | 1.74% | $2,078.7万 | 18.4万股 | $1,933.8万 | 18.2万股 | +1,884股+1.03% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 1.95% | 1.9% | $2,033.2万 | 20.0万股 | $2,117.7万 | 20.1万股 | -1,093股-0.54% | 减仓 |
| AADVISORS INNER CIRCLE FD III STRATEGAS MACROSAMT |
| 1.65% | 1.34% | $1,716.6万 | 79.7万股 | $1,498.7万 | 66.0万股 | +13.7万股+20.70% | 加仓 |
 百事可乐PEP |
| 1.63% | 1.57% | $1,695.3万 | 10.4万股 | $1,747.2万 | 10.5万股 | -991股-0.95% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.57% | 1.51% | $1,641.8万 | 6.1万股 | $1,685.6万 | 6.2万股 | -251股-0.41% | 减仓 |
| V先锋领航指数基金VUG |
| 1.52% | 1.47% | $1,587.2万 | 7.4万股 | $1,635.7万 | 7.3万股 | +797股+1.09% | 加仓 |
 VisaV |
| 1.33% | 1.37% | $1,384.0万 | 7.8万股 | $1,529.6万 | 7.8万股 | +219股+0.28% | 加仓 |
 AMERICAN TOWER COMAMT |
| 1.26% | 1.41% | $1,316.2万 | 6.1万股 | $1,573.8万 | 6.2万股 | -274股-0.44% | 减仓 |
| IiShares安硕信托DGRO |
| 1.25% | 1.26% | $1,304.9万 | 29.3万股 | $1,407.6万 | 29.5万股 | -2,033股-0.69% | 减仓 |
| SSPDR道富系列信托TFI |
| 1.25% | 1.56% | $1,303.3万 | 29.6万股 | $1,736.1万 | 37.9万股 | -8.2万股-21.74% | 减仓 |
 DANAHER DEL COMDHR |
| 1.22% | 1.12% | $1,271.6万 | 4.9万股 | $1,250.1万 | 4.9万股 | -78股-0.16% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.12% | 1.03% | $1,167.5万 | 24.3万股 | $1,148.6万 | 23.0万股 | +1.2万股+5.41% | 加仓 |
 雅培ABT |
| 1.01% | 1.06% | $1,047.9万 | 10.8万股 | $1,176.4万 | 10.8万股 | +25股+0.02% | 加仓 |
| IINVESCO VARIABLE RATE INVESTMENT GRADE ETFVRIG |
| 0.9% | 0.72% | $942.0万 | 38.3万股 | $802.6万 | 32.6万股 | +5.7万股+17.51% | 加仓 |
| VVANECK IG FLOATING RATE ETFEMLC |
| 0.9% | 0.73% | $937.9万 | 37.8万股 | $811.0万 | 32.9万股 | +4.9万股+14.90% | 加仓 |
| SSPROTT ASSET MANAGEMENTCEF |
| 0.89% | 0.88% | $923.4万 | 59.3万股 | $984.5万 | 58.5万股 | +7,785股+1.33% | 加仓 |
| SSONY SPONSORED ADRSONY |
| 0.89% | 1.09% | $922.9万 | 14.4万股 | $1,219.0万 | 14.9万股 | -4,980股-3.34% | 减仓 |
| IiShares安硕信托AGG |
| 0.87% | 0.87% | $906.2万 | 9.4万股 | $967.0万 | 9.5万股 | -1,036股-1.09% | 减仓 |
| IiShares安硕信托HDV |
| 0.87% | 0.84% | $902.7万 | 9.9万股 | $937.4万 | 9.3万股 | +5,535股+5.93% | 加仓 |
 迪士尼DIS |
| 0.72% | 0.64% | $755.2万 | 8.0万股 | $710.4万 | 7.5万股 | +4,803股+6.38% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.72% | 1.73% | $753.2万 | 13.0万股 | $1,932.9万 | 32.8万股 | -19.8万股-60.31% | 减仓 |
 Meta平台META |
| 0.71% | 0.81% | $740.3万 | 5.5万股 | $899.0万 | 5.6万股 | -1,184股-2.12% | 减仓 |
| IiShares安硕信托DVY |
| 0.66% | 0.66% | $686.3万 | 6.4万股 | $731.6万 | 6.2万股 | +1,830股+2.94% | 加仓 |
| F第一信托·USTFDN |
| 0.66% | 0.63% | $684.7万 | 5.4万股 | $699.9万 | 5.5万股 | -852股-1.55% | 减仓 |
| SSPDR道富系列信托SHM |
| 0.65% | 0.67% | $682.8万 | 14.8万股 | $741.3万 | 15.7万股 | -8,715股-5.56% | 减仓 |
| V先锋领航指数基金VTV |
| 0.59% | 0.55% | $615.0万 | 5.0万股 | $613.6万 | 4.7万股 | +3,279股+7.05% | 加仓 |
 PAYPAL COMPYPL |
| 0.51% | 0.36% | $534.5万 | 6.2万股 | $406.7万 | 5.8万股 | +3,866股+6.64% | 加仓 |
| N新纪元能源NEE |
| 0.48% | 0.43% | $496.0万 | 6.3万股 | $479.1万 | 6.2万股 | +1,412股+2.28% | 加仓 |
 英伟达NVDA |
| 0.47% | 0.56% | $494.3万 | 4.1万股 | $620.8万 | 4.1万股 | -226股-0.55% | 减仓 |
 REVVITYRVTY |
| 0.47% | 0.53% | $492.7万 | 4.1万股 | $588.9万 | 4.1万股 | -463股-1.12% | 减仓 |
| S道富SPAB |
| 0.41% | 0.46% | $424.8万 | 17.0万股 | $517.8万 | 19.7万股 | -2.6万股-13.35% | 减仓 |
| EEA SERIES TRUSTFRDM |
| 0.38% | 0.37% | $394.7万 | 15.8万股 | $409.5万 | 14.9万股 | +9,333股+6.28% | 加仓 |
| CCIGNALIBD |
| 0.37% | 0.02% | $383.8万 | 1.4万股 | $26.1万 | 990股 | +1.3万股+1,297.17% | 加仓 |
 耐克NKE |
| 0.37% | 0.35% | $381.1万 | 4.6万股 | $387.0万 | 3.8万股 | +7,973股+21.05% | 加仓 |
 GeneracGNRC |
| 0.35% | 0.37% | $363.4万 | 2.0万股 | $409.4万 | 1.9万股 | +957股+4.92% | 加仓 |
| EEQRX INC |
| 0.35% | 0.31% | $362.1万 | 73.1万股 | $343.1万 | 73.1万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.3% | 0.27% | $317.1万 | 1.1万股 | $305.5万 | 1.1万股 | +355股+3.19% | 加仓 |
 TJXTJX |
| 0.28% | 0.23% | $289.9万 | 4.7万股 | $260.4万 | 4.7万股 | +56股+0.12% | 加仓 |
