 苹果AAPL |
| 2.63% | 2.48% | $2,566.3万 | 8.9万股 | $4,395.1万 | 17.3万股 | -8.4万股-48.78% | 减仓 |
| IiShares安硕信托IVV |
| 2.42% | 2.26% | $2,356.1万 | 3.1万股 | $4,009.8万 | 6.1万股 | -3.0万股-48.75% | 减仓 |
 英伟达NVDA |
| 2.39% | 2.2% | $2,328.5万 | 11.6万股 | $3,894.9万 | 22.3万股 | -10.7万股-47.89% | 减仓 |
 微软MSFT |
| 2.01% | 2.06% | $1,960.9万 | 5.3万股 | $3,663.2万 | 9.9万股 | -4.6万股-46.93% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.96% | 1.8% | $1,909.5万 | 5.4万股 | $3,199.0万 | 11.2万股 | -5.7万股-51.54% | 减仓 |
| V先锋领航指数基金VOO |
| 1.94% | 1.6% | $1,892.8万 | 2.8万股 | $2,830.8万 | 4.7万股 | -2.0万股-41.83% | 减仓 |
| B贝莱德ETF信托DYNF |
| 1.69% | 1.48% | $1,645.3万 | 24.2万股 | $2,619.5万 | 45.0万股 | -20.8万股-46.27% | 减仓 |
 亚马逊AMZN |
| 1.48% | 1.39% | $1,440.2万 | 6.0万股 | $2,458.0万 | 11.8万股 | -5.8万股-48.83% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.38% | 1.38% | $1,344.3万 | 2.7万股 | $2,450.0万 | 5.1万股 | -2.4万股-47.46% | 减仓 |
| S道富SPYM |
| 1.36% | 0.98% | $1,325.9万 | 15.1万股 | $1,745.4万 | 22.8万股 | -7.7万股-33.84% | 减仓 |
 美光科技MU |
| 1.23% | 0.1% | $1,198.7万 | 1.0万股 | $183.3万 | 5,426股 | +4,958股+91.37% | 加仓 |
| IISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETFBALI |
| 1.12% | 1.06% | $1,087.4万 | 32.1万股 | $1,887.7万 | 61.3万股 | -29.1万股-47.54% | 减仓 |
| G通用动力VTI |
| 1.1% | 1% | $1,067.9万 | 2.9万股 | $1,774.7万 | 5.5万股 | -2.6万股-47.82% | 减仓 |
 摩根大通JPM |
| 1.07% | 1.09% | $1,039.4万 | 3.2万股 | $1,935.0万 | 6.6万股 | -3.4万股-51.72% | 减仓 |
 Meta平台META |
| 0.98% | 1.04% | $953.7万 | 1.7万股 | $1,842.9万 | 3.2万股 | -1.5万股-47.44% | 减仓 |
 AMD超威AMD |
| 0.98% | 0.4% | $949.7万 | 1.6万股 | $715.5万 | 3.5万股 | -1.9万股-53.50% | 减仓 |
 泛林集团LRCX |
| 0.94% | 0.55% | $915.0万 | 2.1万股 | $974.6万 | 4.6万股 | -2.4万股-53.69% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.92% | 1% | $895.0万 | 15.8万股 | $1,780.4万 | 31.4万股 | -15.6万股-49.55% | 减仓 |
| IiShares安硕信托IVW |
| 0.9% | 0.76% | $874.2万 | 6.4万股 | $1,345.0万 | 11.9万股 | -5.5万股-46.54% | 减仓 |
| B贝莱德ETF信托BAI |
| 0.89% | 0.43% | $862.2万 | 16.4万股 | $769.5万 | 23.4万股 | -7.0万股-29.98% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.88% | 0.76% | $859.5万 | 25.4万股 | $1,357.1万 | 46.6万股 | -21.2万股-45.49% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.85% | 0.77% | $828.8万 | 4.6万股 | $1,374.0万 | 8.3万股 | -3.7万股-44.87% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.83% | 0.65% | $811.3万 | 13.2万股 | $1,148.8万 | 20.7万股 | -7.5万股-36.20% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.81% | 0.75% | $790.2万 | 6.6万股 | $1,324.4万 | 13.5万股 | -6.9万股-50.90% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.79% | 0.73% | $771.5万 | 3.3万股 | $1,298.9万 | 6.0万股 | -2.8万股-46.01% | 减仓 |
| IiShares安硕信托IEI |
| 0.77% | 0.8% | $751.3万 | 6.2万股 | $1,425.6万 | 11.9万股 | -5.7万股-47.62% | 减仓 |
 好市多COST |
| 0.71% | 0.78% | $694.5万 | 7,424股 | $1,380.9万 | 1.4万股 | -6,434股-46.43% | 减仓 |
 博通AVGO |
| 0.7% | 0.61% | $679.9万 | 1.8万股 | $1,084.0万 | 3.5万股 | -1.7万股-48.62% | 减仓 |
| IISHARES INTERNATIONAL TREASURY BOND ETFIGOV |
| 0.69% | 0.74% | $674.6万 | 16.4万股 | $1,311.4万 | 31.9万股 | -15.5万股-48.52% | 减仓 |
 特斯拉TSLA |
| 0.69% | 0.57% | $673.3万 | 1.6万股 | $1,015.3万 | 2.7万股 | -1.1万股-41.39% | 减仓 |
| V先锋领航指数基金VUG |
| 0.68% | 0.7% | $663.6万 | 7.7万股 | $1,239.0万 | 2.8万股 | +4.9万股+171.62% | 加仓 |
| V先锋领航·MIDVO |
| 0.67% | 0.77% | $655.4万 | 8.1万股 | $1,360.1万 | 4.7万股 | +3.4万股+71.76% | 加仓 |
| PPUTNAM ETF TRUSTPVAL |
| 0.67% | 0.64% | $649.7万 | 12.8万股 | $1,131.5万 | 24.4万股 | -11.6万股-47.71% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.66% | 0.69% | $646.4万 | 15.7万股 | $1,220.7万 | 31.3万股 | -15.7万股-49.98% | 减仓 |
| IiShares安硕信托IUSB |
| 0.66% | 0.46% | $644.9万 | 14.0万股 | $819.2万 | 17.7万股 | -3.8万股-21.21% | 减仓 |
 VisaV |
| 0.65% | 0.69% | $636.5万 | 1.9万股 | $1,218.0万 | 4.0万股 | -2.2万股-53.96% | 减仓 |
 应用材料AMAT |
| 0.65% | 0.38% | $636.1万 | 8,798股 | $675.2万 | 2.0万股 | -1.1万股-55.46% | 减仓 |
 沃尔玛WMT |
| 0.65% | 0.5% | $630.5万 | 5.5万股 | $893.9万 | 7.2万股 | -1.6万股-22.86% | 减仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 0.64% | 0.54% | $623.8万 | 8.3万股 | $961.8万 | 14.3万股 | -6.0万股-41.92% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.64% | 0.73% | $618.7万 | 7.5万股 | $1,287.7万 | 16.2万股 | -8.7万股-53.70% | 减仓 |
 BOOKING COMBKNG |
| 0.62% | 0.48% | $603.4万 | 3.4万股 | $847.9万 | 2,014股 | +3.2万股+1,580.88% | 加仓 |
| IiShares安硕信托IXUS |
| 0.59% | 0.58% | $572.5万 | 6.0万股 | $1,032.2万 | 11.9万股 | -5.9万股-49.65% | 减仓 |
| FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI |
| 0.57% | 0.47% | $552.7万 | 18.8万股 | $836.1万 | 32.7万股 | -13.9万股-42.55% | 减仓 |
| IiShares黄金信托IAU |
| 0.56% | 0.77% | $548.4万 | 7.3万股 | $1,360.0万 | 15.4万股 | -8.2万股-52.92% | 减仓 |
| F富达Covington信托FDVV |
| 0.55% | 0.54% | $532.5万 | 8.8万股 | $966.1万 | 17.5万股 | -8.7万股-49.50% | 减仓 |
 帕兰提尔PLTR |
| 0.53% | 0.64% | $518.0万 | 4.4万股 | $1,140.5万 | 7.8万股 | -3.4万股-43.05% | 减仓 |
| IiShares安硕信托AGG |
| 0.53% | 0.57% | $514.6万 | 5.2万股 | $1,006.1万 | 10.1万股 | -4.9万股-48.70% | 减仓 |
 GE航空GE |
| 0.53% | 0.44% | $513.5万 | 1.4万股 | $781.7万 | 2.8万股 | -1.4万股-49.36% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.53% | 0.6% | $512.9万 | 2.3万股 | $1,060.3万 | 5.0万股 | -2.8万股-55.02% | 减仓 |
 雷神技术RTX |
| 0.51% | 0.58% | $500.6万 | 2.6万股 | $1,034.3万 | 5.4万股 | -2.7万股-50.73% | 减仓 |
