| IiShares安硕信托SGOV |
| 7.87% | 11.89% | $1.16亿 | 114.9万股 | $1.57亿 | 156.3万股 | -41.4万股-26.47% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 5.71% | 6.63% | $8,393.4万 | 101.6万股 | $8,774.1万 | 106.0万股 | -4.5万股-4.22% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 5.69% | 6.25% | $8,360.7万 | 105.8万股 | $8,278.9万 | 104.4万股 | +1.4万股+1.29% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 4.96% | 4.56% | $7,292.6万 | 118.7万股 | $6,031.9万 | 108.6万股 | +10.0万股+9.22% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 3.71% | 3.37% | $5,451.4万 | 118.4万股 | $4,465.4万 | 96.9万股 | +21.5万股+22.13% | 加仓 |
| J骏利亨德森JAAA |
| 3.7% | 2.67% | $5,439.9万 | 107.7万股 | $3,530.9万 | 70.1万股 | +37.6万股+53.70% | 加仓 |
| V先锋领航白厅基金VYMI |
| 3.13% | — | $4,592.0万 | 46.8万股 | $0 | 0股 | +46.8万股 | 新买入 |
 英伟达NVDA |
| 2.99% | 1.79% | $4,397.3万 | 22.0万股 | $2,372.4万 | 13.6万股 | +8.4万股+61.56% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.32% | 1.68% | $3,404.4万 | 60.3万股 | $2,218.4万 | 39.1万股 | +21.1万股+54.00% | 加仓 |
 微软MSFT |
| 2.03% | 2.07% | $2,978.1万 | 8.0万股 | $2,746.0万 | 7.4万股 | +5,657股+7.63% | 加仓 |
 苹果AAPL |
| 2% | 1.93% | $2,939.3万 | 10.2万股 | $2,550.7万 | 10.1万股 | +1,075股+1.07% | 加仓 |
 谷歌AGOOGL |
| 1.65% | 1.38% | $2,425.1万 | 6.8万股 | $1,830.4万 | 6.4万股 | +4,208股+6.61% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.47% | 2.2% | $2,155.4万 | 36.5万股 | $2,916.0万 | 49.0万股 | -12.4万股-25.37% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.43% | 1.29% | $2,095.6万 | 5.9万股 | $1,701.4万 | 5.9万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.36% | 1.25% | $1,992.9万 | 8.4万股 | $1,657.3万 | 8.0万股 | +4,040股+5.08% | 加仓 |
| SSIMPLIFY MBS ETFMTBA |
| 1.33% | 3.2% | $1,956.7万 | 39.9万股 | $4,230.8万 | 85.5万股 | -45.7万股-53.38% | 减仓 |
| SSPDR道富系列信托BIL |
| 1.21% | 1.05% | $1,781.4万 | 19.4万股 | $1,390.1万 | 15.2万股 | +4.3万股+28.15% | 加仓 |
 思科CSCO |
| 1.2% | 0.88% | $1,767.1万 | 15.0万股 | $1,170.4万 | 15.1万股 | -393股-0.26% | 减仓 |
| AALPS ETF信托AMLP |
| 1.2% | 0.96% | $1,756.4万 | 33.9万股 | $1,277.3万 | 24.3万股 | +9.6万股+39.60% | 加仓 |
| G高盛ETF信托GINC |
| 1.08% | 1.07% | $1,581.5万 | 28.5万股 | $1,415.0万 | 28.3万股 | +1,821股+0.64% | 加仓 |
 卡特彼勒CAT |
| 0.95% | 0.78% | $1,389.0万 | 1.3万股 | $1,038.9万 | 1.5万股 | -1,619股-11.04% | 减仓 |
 台积电TSM |
| 0.92% | 0.56% | $1,352.1万 | 2.8万股 | $743.3万 | 2.2万股 | +6,318股+28.73% | 加仓 |
 摩根大通JPM |
| 0.89% | 0.81% | $1,306.3万 | 4.0万股 | $1,069.5万 | 3.6万股 | +3,552股+9.77% | 加仓 |
 礼来LLY |
| 0.88% | 0.74% | $1,294.3万 | 1.1万股 | $978.5万 | 1.1万股 | +153股+1.44% | 加仓 |
| SSPDR行业精选信托XLU |
| 0.87% | 2.04% | $1,274.2万 | 28.1万股 | $2,706.3万 | 59.0万股 | -30.9万股-52.35% | 减仓 |
| FFT VEST GOLD STRATEGY TARGET INCOME ETFIGLD |
| 0.86% | 1.15% | $1,269.9万 | 60.3万股 | $1,522.2万 | 59.6万股 | +6,760股+1.13% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.81% | 0.85% | $1,190.8万 | 22.7万股 | $1,123.7万 | 21.4万股 | +1.3万股+6.27% | 加仓 |
| IiShares安硕信托IEI |
| 0.79% | 0.87% | $1,160.0万 | 9.9万股 | $1,152.9万 | 9.7万股 | +1,555股+1.60% | 加仓 |
| PPROLOGIS COMPLD |
| 0.79% | 0.96% | $1,155.3万 | 8.5万股 | $1,266.7万 | 9.6万股 | -1.1万股-11.01% | 减仓 |
 应用材料AMAT |
| 0.77% | 0.46% | $1,129.3万 | 1.6万股 | $610.3万 | 1.8万股 | -2,236股-12.52% | 减仓 |
 CULLEN FROST BANKERSCFR |
| 0.75% | 0.67% | $1,096.8万 | 7.1万股 | $888.8万 | 6.5万股 | +6,145股+9.48% | 加仓 |
 奎斯特诊断DGX |
| 0.72% | 0.73% | $1,054.6万 | 5.0万股 | $964.5万 | 4.9万股 | +547股+1.11% | 加仓 |
 家得宝HD |
| 0.7% | 0.71% | $1,029.1万 | 2.9万股 | $946.1万 | 2.9万股 | +414股+1.44% | 加仓 |
 阿斯利康AZN |
| 0.69% | 1.1% | $1,016.5万 | 5.4万股 | $1,459.3万 | 7.4万股 | -2.0万股-27.55% | 减仓 |
| BBANK OF AMERBAC |
| 0.67% | 0.61% | $987.8万 | 18.7万股 | $805.9万 | 16.5万股 | +2.1万股+12.88% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.66% | 0.58% | $971.6万 | 2.4万股 | $763.4万 | 2.4万股 | +468股+1.95% | 加仓 |
 FLOWSERVEFLS |
| 0.65% | — | $962.2万 | 13.0万股 | $0 | 0股 | +13.0万股 | 新买入 |
 EQTEQT |
| 0.64% | 0.71% | $933.6万 | 17.6万股 | $938.7万 | 14.7万股 | +2.8万股+19.05% | 加仓 |
| MMKSMKSI |
| 0.61% | 0.38% | $889.7万 | 2.0万股 | $497.1万 | 2.2万股 | -1,627股-7.52% | 减仓 |
| DDYCOM INDSDY |
| 0.59% | 0.42% | $864.1万 | 1.7万股 | $560.8万 | 1.7万股 | +538股+3.25% | 加仓 |
 TJXTJX |
| 0.58% | 0.9% | $857.6万 | 5.7万股 | $1,189.6万 | 7.4万股 | -1.8万股-24.01% | 减仓 |
 强生JNJ |
| 0.58% | 0.61% | $851.8万 | 3.4万股 | $807.1万 | 3.3万股 | +522股+1.58% | 加仓 |
 谷歌AGOOGL |
| 0.57% | — | $838.6万 | 16.5万股 | $0 | 0股 | +16.5万股 | 新买入 |
 麦当劳MCD |
| 0.54% | 0.84% | $798.5万 | 3.0万股 | $1,107.8万 | 3.6万股 | -6,101股-17.12% | 减仓 |
 REPUBLIC SVCSRSG |
| 0.54% | 0.61% | $791.5万 | 3.7万股 | $803.7万 | 3.7万股 | +452股+1.23% | 加仓 |
 博通AVGO |
| 0.53% | — | $780.1万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 通用动力GD |
| 0.52% | 0.55% | $764.5万 | 2.2万股 | $728.6万 | 2.1万股 | +353股+1.66% | 加仓 |
| TTidal·TRUST IIHBDC |
| 0.52% | 0.38% | $761.6万 | 30.8万股 | $497.6万 | 20.4万股 | +10.5万股+51.40% | 加仓 |
 SAP SPON ADRSAP |
| 0.51% | — | $753.8万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 TELEDYNE TECHNOLOGIESTDY |
| 0.51% | — | $750.9万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
