| J骏利亨德森JAAA |
| 3.24% | 1.26% | $3,121.0万 | 61.7万股 | $1,320.7万 | 26.2万股 | +35.5万股+135.35% | 加仓 |
 英伟达NVDA |
| 2.79% | 2.1% | $2,681.4万 | 13.4万股 | $2,211.2万 | 12.7万股 | +7,225股+5.70% | 加仓 |
 苹果AAPL |
| 2.6% | 2.09% | $2,503.3万 | 8.7万股 | $2,197.3万 | 8.7万股 | -68股-0.08% | 减仓 |
| IiShares安硕信托SGOV |
| 2.56% | 4.75% | $2,464.7万 | 24.5万股 | $4,993.9万 | 49.6万股 | -25.1万股-50.65% | 减仓 |
| S嘉信·USSCHX |
| 2.02% | 3.2% | $1,941.6万 | 66.0万股 | $3,368.3万 | 131.4万股 | -65.4万股-49.78% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.86% | 0.63% | $1,792.6万 | 4.2万股 | $658.3万 | 4.0万股 | +1,440股+3.59% | 加仓 |
| PPGIM AAAPAAA |
| 1.84% | — | $1,767.5万 | 34.5万股 | $0 | 0股 | +34.5万股 | 新买入 |
 微软MSFT |
| 1.66% | 1.44% | $1,596.4万 | 4.3万股 | $1,516.7万 | 4.1万股 | +1,822股+4.45% | 加仓 |
| AAvantis·U SAVUV |
| 1.6% | 2.49% | $1,543.8万 | 12.4万股 | $2,612.8万 | 23.7万股 | -11.3万股-47.68% | 减仓 |
| IiShares安硕信托EFV |
| 1.57% | 1.31% | $1,512.2万 | 19.8万股 | $1,373.6万 | 18.5万股 | +1.3万股+6.93% | 加仓 |
| S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI |
| 1.57% | 2.83% | $1,507.2万 | 66.6万股 | $2,978.0万 | 131.3万股 | -64.7万股-49.30% | 减仓 |
| SSIMPLIFY MBS ETFMTBA |
| 1.5% | 2.63% | $1,448.5万 | 29.5万股 | $2,764.9万 | 55.9万股 | -26.4万股-47.20% | 减仓 |
 NetAppNTAP |
| 1.44% | 0.92% | $1,383.9万 | 8.9万股 | $964.8万 | 9.4万股 | -4,800股-5.09% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.34% | 2.4% | $1,293.4万 | 25.6万股 | $2,520.8万 | 50.5万股 | -25.0万股-49.39% | 减仓 |
 谷歌AGOOGL |
| 1.32% | 1% | $1,269.9万 | 3.6万股 | $1,053.9万 | 3.7万股 | -1,115股-3.04% | 减仓 |
 Dollar TreeDLTR |
| 1.27% | 0.77% | $1,218.3万 | 10.1万股 | $810.0万 | 7.4万股 | +2.7万股+36.19% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.18% | 0.93% | $1,133.7万 | 33.5万股 | $974.9万 | 33.5万股 | +338股+0.10% | 加仓 |
 AMGEN COMAMGN |
| 1.17% | 0.93% | $1,131.3万 | 3.1万股 | $976.0万 | 2.8万股 | +3,501股+12.62% | 加仓 |
 思科CSCO |
| 1.11% | 0.81% | $1,064.5万 | 9.1万股 | $854.3万 | 11.0万股 | -1.9万股-17.69% | 减仓 |
 CF INDSCF |
| 1.09% | 1.38% | $1,049.7万 | 9.7万股 | $1,455.1万 | 11.2万股 | -1.5万股-13.48% | 减仓 |
 博通AVGO |
| 1.05% | 0.75% | $1,009.7万 | 2.7万股 | $784.1万 | 2.5万股 | +1,395股+5.51% | 加仓 |
 泛林集团LRCX |
| 1.04% | 0.53% | $1,004.5万 | 2.3万股 | $556.1万 | 2.6万股 | -2,843股-10.92% | 减仓 |
 AIRBNB COM CL AABNB |
| 1.03% | 0.86% | $990.1万 | 6.9万股 | $908.7万 | 7.2万股 | -2,769股-3.85% | 减仓 |
| S嘉信策略信托SCHF |
| 1.01% | 1.58% | $971.3万 | 35.1万股 | $1,657.6万 | 67.0万股 | -31.9万股-47.64% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.98% | 0.68% | $946.0万 | 2.7万股 | $718.4万 | 2.5万股 | +1,730股+6.91% | 加仓 |
| S嘉信策略信托SCHE |
| 0.98% | 1.56% | $943.2万 | 26.0万股 | $1,638.5万 | 49.7万股 | -23.7万股-47.69% | 减仓 |
| Q高通QCOM |
| 0.92% | 0.6% | $882.4万 | 4.8万股 | $631.4万 | 4.9万股 | -1,279股-2.61% | 减仓 |
| FFLEXFLEX |
| 0.91% | 0.78% | $880.1万 | 5.4万股 | $817.2万 | 12.5万股 | -7.1万股-56.50% | 减仓 |
 卡地纳健康CAH |
| 0.91% | 0.5% | $871.6万 | 3.7万股 | $522.0万 | 2.5万股 | +1.2万股+48.51% | 加仓 |
 TapestryTPR |
| 0.9% | 0.75% | $868.2万 | 5.9万股 | $792.8万 | 5.6万股 | +3,125股+5.56% | 加仓 |
| PPrincipal Spectrum Preferred Securities Active Etf Pref Sc AcPREF |
| 0.87% | 1.52% | $833.6万 | 43.7万股 | $1,598.8万 | 85.0万股 | -41.2万股-48.52% | 减仓 |
 SYNCHRONY FINANCIAL COMSYF |
| 0.86% | 0.72% | $823.9万 | 10.8万股 | $755.0万 | 11.1万股 | -2,661股-2.40% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.85% | 1.01% | $822.8万 | 1.6万股 | $1,062.5万 | 2.2万股 | -5,730股-25.84% | 减仓 |
 特斯拉TSLA |
| 0.85% | 0.56% | $817.8万 | 1.9万股 | $590.5万 | 1.6万股 | +3,560股+22.41% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.85% | 0.88% | $815.0万 | 6.5万股 | $922.1万 | 6.6万股 | -1,656股-2.50% | 减仓 |
 ExpediaEXPE |
| 0.84% | 0.92% | $811.0万 | 3.2万股 | $969.5万 | 4.2万股 | -1.0万股-24.52% | 减仓 |
| AAAM LOW DURATION PREFERRED AND INCOME SECURITIES ETFPFLD |
| 0.84% | 1.32% | $809.8万 | 41.2万股 | $1,391.3万 | 71.9万股 | -30.6万股-42.63% | 减仓 |
 Meta平台META |
| 0.81% | 0.93% | $782.2万 | 1.4万股 | $973.6万 | 1.7万股 | -3,131股-18.40% | 减仓 |
 LOGITECH INTL SHSLOGI |
| 0.81% | 0.67% | $780.3万 | 8.3万股 | $702.8万 | 7.7万股 | +5,849股+7.58% | 加仓 |
| BBEST BUYBBY |
| 0.8% | 0.36% | $774.8万 | 10.2万股 | $382.2万 | 6.0万股 | +4.3万股+71.53% | 加仓 |
 美光科技MU |
| 0.8% | 0.21% | $773.9万 | 6,705股 | $224.6万 | 6,650股 | +55股+0.83% | 加仓 |
 捷普JBL |
| 0.8% | 0.7% | $768.1万 | 2.0万股 | $740.1万 | 2.8万股 | -7,937股-28.49% | 减仓 |
 阿默普莱斯AMP |
| 0.76% | 0.56% | $731.6万 | 1.6万股 | $587.6万 | 1.3万股 | +2,725股+20.61% | 加仓 |
 ROYALTY PHARMARPRX |
| 0.75% | 0.67% | $725.1万 | 12.9万股 | $705.6万 | 14.7万股 | -1.8万股-12.07% | 减仓 |
 因赛特INCY |
| 0.73% | 0.38% | $700.4万 | 6.2万股 | $396.7万 | 4.2万股 | +2.0万股+46.60% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 0.72% | 1.26% | $691.0万 | 10.3万股 | $1,319.7万 | 20.1万股 | -9.8万股-48.85% | 减仓 |
 ExelixisEXEL |
| 0.71% | 0.53% | $683.9万 | 12.6万股 | $558.8万 | 13.0万股 | -4,590股-3.52% | 减仓 |
 Live NationLYV |
| 0.69% | 0.79% | $660.3万 | 3.6万股 | $827.1万 | 5.4万股 | -1.8万股-33.51% | 减仓 |
 爵士制药JAZZ |
| 0.68% | — | $657.6万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 HALLIBURTON COMHAL |
| 0.67% | 0.8% | $644.3万 | 19.0万股 | $845.6万 | 21.7万股 | -2.7万股-12.49% | 减仓 |
