| I景顺QQQ信托VOO |
| 3.04% | 2.05% | $2,550.7万 | 4.2万股 | $1,654.5万 | 3.0万股 | +1.2万股+41.65% | 加仓 |
 微软MSFT |
| 2.98% | 3.14% | $2,504.3万 | 4.8万股 | $2,542.6万 | 5.1万股 | -2,767股-5.41% | 减仓 |
 英伟达NVDA |
| 2.8% | 2.78% | $2,348.8万 | 12.6万股 | $2,248.7万 | 14.2万股 | -1.6万股-11.56% | 减仓 |
 苹果AAPL |
| 2.52% | 2.17% | $2,118.7万 | 8.3万股 | $1,752.2万 | 8.5万股 | -2,192股-2.57% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.17% | 1.3% | $1,823.4万 | 2.7万股 | $1,050.0万 | 1.7万股 | +1.0万股+61.06% | 加仓 |
| RRBB FDTBIL |
| 2.05% | 6.32% | $1,726.5万 | 34.5万股 | $5,111.9万 | 102.2万股 | -67.7万股-66.23% | 减仓 |
 亚马逊AMZN |
| 1.92% | 2.08% | $1,610.7万 | 7.3万股 | $1,684.5万 | 7.7万股 | -3,426股-4.46% | 减仓 |
| SSPDR道富系列信托SPTM |
| 1.88% | 1.96% | $1,580.3万 | 19.6万股 | $1,587.4万 | 21.2万股 | -1.6万股-7.56% | 减仓 |
 谷歌AGOOGL |
| 1.71% | 1.28% | $1,438.4万 | 5.9万股 | $1,037.4万 | 5.9万股 | +303股+0.51% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.56% | 1.58% | $1,309.4万 | 2.6万股 | $1,275.7万 | 2.6万股 | -215股-0.82% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 1.36% | 0.18% | $1,140.7万 | 5.8万股 | $148.5万 | 8,572股 | +5.0万股+579.40% | 加仓 |
| IiShares安硕信托IVW |
| 1.2% | 0.28% | $1,004.9万 | 8.3万股 | $228.2万 | 2.1万股 | +6.3万股+301.68% | 加仓 |
 Meta平台META |
| 1.18% | 1.25% | $993.0万 | 1.4万股 | $1,010.8万 | 1.4万股 | -173股-1.26% | 减仓 |
| S道富SPYM |
| 1.13% | 1% | $951.3万 | 12.1万股 | $812.4万 | 11.2万股 | +9,673股+8.66% | 加仓 |
| IiShares安硕信托IYF |
| 1.11% | 0.06% | $930.1万 | 7.3万股 | $49.1万 | 4,062股 | +6.9万股+1,708.12% | 加仓 |
| IISHARES U.S. TELECOMMUNICATIONS ETFIYZ |
| 1.11% | — | $928.8万 | 28.8万股 | $0 | 0股 | +28.8万股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.1% | 0.28% | $925.5万 | 1.5万股 | $225.4万 | 3,968股 | +1.1万股+280.90% | 加仓 |
| IiShares安硕信托IDU |
| 1.1% | — | $921.6万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
 摩根大通JPM |
| 1.07% | 0.92% | $901.3万 | 2.9万股 | $742.6万 | 2.6万股 | +2,958股+11.55% | 加仓 |
| I景顺交易所交易基金IIBKLN |
| 1.03% | 1.09% | $864.9万 | 41.3万股 | $880.4万 | 42.1万股 | -7,603股-1.81% | 减仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 1.02% | 0.94% | $859.8万 | 14.4万股 | $761.0万 | 12.7万股 | +1.6万股+12.90% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1% | 0.21% | $841.3万 | 9.0万股 | $166.3万 | 1.9万股 | +7.2万股+384.37% | 加仓 |
| IiShares安硕信托EEM |
| 0.93% | — | $780.0万 | 14.6万股 | $0 | 0股 | +14.6万股 | 新买入 |
| IIBMIBM |
| 0.91% | 1.21% | $762.1万 | 2.7万股 | $975.0万 | 3.3万股 | -6,067股-18.34% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.88% | 0.65% | $739.5万 | 3.0万股 | $528.6万 | 3.0万股 | +564股+1.89% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.86% | 0.3% | $726.2万 | 12.6万股 | $239.7万 | 4.4万股 | +8.2万股+186.58% | 加仓 |
| G通用动力VTI |
| 0.85% | 1.64% | $712.0万 | 2.2万股 | $1,328.8万 | 4.4万股 | -2.2万股-50.38% | 减仓 |
| IiShares安硕信托USMV |
| 0.84% | 0.87% | $709.8万 | 7.5万股 | $700.2万 | 7.5万股 | +18股+0.02% | 加仓 |
| IiShares安硕信托IVV |
| 0.82% | 0.79% | $685.0万 | 1.0万股 | $639.6万 | 1.0万股 | -66股-0.64% | 减仓 |
 强生JNJ |
| 0.81% | 0.7% | $677.2万 | 3.7万股 | $566.4万 | 3.7万股 | -556股-1.50% | 减仓 |
| WWisdomTree信托DGRW |
| 0.8% | 0.79% | $669.3万 | 7.5万股 | $635.8万 | 7.6万股 | -689股-0.91% | 减仓 |
 沃尔玛WMT |
| 0.76% | 0.84% | $636.2万 | 6.2万股 | $680.7万 | 7.0万股 | -7,888股-11.33% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.67% | 0.65% | $565.7万 | 5.4万股 | $529.7万 | 5.6万股 | -1,440股-2.59% | 减仓 |
 康宁GLW |
| 0.67% | 0.51% | $562.1万 | 6.9万股 | $409.3万 | 7.8万股 | -9,305股-11.96% | 减仓 |
 宝洁PG |
| 0.66% | 0.74% | $558.8万 | 3.6万股 | $595.3万 | 3.7万股 | -996股-2.67% | 减仓 |
 百事可乐PEP |
| 0.66% | 0.72% | $558.2万 | 4.0万股 | $580.6万 | 4.4万股 | -4,225股-9.61% | 减仓 |
| FFRANKLIN UNIVERSAL TRUSTFT |
| 0.66% | 0.64% | $555.7万 | 69.1万股 | $520.6万 | 68.3万股 | +7,995股+1.17% | 加仓 |
| WWISDOMTREE U.S. LARGECAP FUNDEPS |
| 0.65% | 0.59% | $547.2万 | 7.9万股 | $473.8万 | 7.4万股 | +5,353股+7.23% | 加仓 |
 VisaV |
| 0.6% | 0.66% | $500.1万 | 1.5万股 | $536.5万 | 1.5万股 | -462股-3.06% | 减仓 |
 埃克森美孚XOM |
| 0.57% | 0.6% | $475.3万 | 4.2万股 | $483.8万 | 4.5万股 | -2,723股-6.07% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.54% | 0.53% | $454.9万 | 2.1万股 | $429.5万 | 2.1万股 | +95股+0.45% | 加仓 |
 礼来LLY |
| 0.53% | 0.58% | $446.7万 | 5,854股 | $472.2万 | 6,057股 | -203股-3.35% | 减仓 |
 家得宝HD |
| 0.52% | 0.49% | $437.7万 | 1.1万股 | $396.6万 | 1.1万股 | -17股-0.16% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.49% | 0.36% | $413.5万 | 8,827股 | $289.9万 | 6,828股 | +1,999股+29.28% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.49% | 0.52% | $408.8万 | 8.1万股 | $421.6万 | 8.4万股 | -2,482股-2.96% | 减仓 |
 雪佛龙CVX |
| 0.47% | 0.47% | $397.2万 | 2.6万股 | $378.0万 | 2.6万股 | -823股-3.12% | 减仓 |
 3M COMMMM |
| 0.47% | 0.51% | $396.6万 | 2.6万股 | $413.5万 | 2.7万股 | -1,603股-5.90% | 减仓 |
 AMGEN COMAMGN |
| 0.47% | 0.52% | $394.1万 | 1.4万股 | $419.1万 | 1.5万股 | -1,044股-6.95% | 减仓 |
 思科CSCO |
| 0.47% | 0.53% | $393.4万 | 5.8万股 | $431.2万 | 6.2万股 | -4,644股-7.47% | 减仓 |
| IiShares安硕·TREASURY FLOATING RATE BOND ETFICSH |
| 0.46% | 4.75% | $390.1万 | 7.7万股 | $3,844.9万 | 75.9万股 | -68.2万股-89.84% | 减仓 |
