| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 7.99% | 9.3% | $2,252.9万 | 60.9万股 | $2,197.8万 | 59.7万股 | +1.2万股+2.01% | 加仓 |
| GGLOBAL X SUPERDIVIDEND U.S. ETFDIV |
| 4.24% | 4.84% | $1,196.1万 | 62.8万股 | $1,142.9万 | 60.5万股 | +2.3万股+3.83% | 加仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 4.22% | 5.07% | $1,190.1万 | 24.5万股 | $1,198.3万 | 23.6万股 | +8,686股+3.68% | 加仓 |
| S道富SPHY |
| 3.31% | 3.81% | $934.0万 | 39.8万股 | $900.5万 | 38.6万股 | +1.2万股+3.19% | 加仓 |
 英伟达NVDA |
| 3.02% | 2.86% | $853.1万 | 4.3万股 | $674.6万 | 3.9万股 | +3,957股+10.23% | 加仓 |
| S嘉信策略信托SCHD |
| 3.02% | — | $851.8万 | 26.9万股 | $0 | 0股 | +26.9万股 | 新买入 |
| IiShares安硕信托DGRO |
| 2.96% | — | $834.9万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
 微软MSFT |
| 2.22% | 2.47% | $626.5万 | 1.7万股 | $583.1万 | 1.6万股 | +1,042股+6.62% | 加仓 |
 GeneracGNRC |
| 2.15% | 1.65% | $606.1万 | 2.1万股 | $389.4万 | 2.0万股 | +762股+3.82% | 加仓 |
| V先锋领航指数基金VOO |
| 2.06% | 2.22% | $581.5万 | 8,466股 | $524.9万 | 8,785股 | -319股-3.63% | 减仓 |
 德文能源DVN |
| 1.77% | 0.55% | $500.2万 | 12.1万股 | $131.0万 | 2.6万股 | +9.5万股+364.99% | 加仓 |
| J骏利Detroit策略信托JBBB |
| 1.51% | 2.01% | $427.2万 | 9.0万股 | $475.5万 | 10.2万股 | -1.2万股-11.56% | 减仓 |
| IISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETFBALI |
| 1.46% | — | $413.1万 | 12.2万股 | $0 | 0股 | +12.2万股 | 新买入 |
 亚马逊AMZN |
| 1.46% | 0.26% | $412.2万 | 1.7万股 | $62.3万 | 2,989股 | +1.4万股+478.66% | 加仓 |
 摩根大通JPM |
| 1.35% | — | $381.9万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| EENCOMPASS HEALTH COMEHC |
| 1.31% | — | $370.9万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 辉瑞PFE |
| 1.24% | 1.59% | $349.5万 | 14.5万股 | $376.7万 | 13.4万股 | +1.1万股+8.17% | 加仓 |
| S嘉信策略信托SCHF |
| 1.23% | — | $345.5万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
 EMCOREME |
| 1.21% | 1.21% | $342.5万 | 4,127股 | $285.2万 | 3,862股 | +265股+6.86% | 加仓 |
 谷歌AGOOGL |
| 1.21% | 1.18% | $340.8万 | 9,537股 | $279.3万 | 9,713股 | -176股-1.81% | 减仓 |
 CF INDSCF |
| 1.19% | 1.64% | $335.3万 | 3.1万股 | $386.4万 | 3.0万股 | +1,213股+4.08% | 加仓 |
 PAYPAL COMPYPL |
| 1.18% | 1.37% | $332.7万 | 7.7万股 | $324.8万 | 7.2万股 | +5,234股+7.29% | 加仓 |
 NETFLIXNFLX |
| 1.14% | 1.65% | $320.7万 | 4.5万股 | $390.7万 | 4.1万股 | +4,288股+10.55% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.02% | — | $288.1万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
| G通用动力VTI |
| 0.99% | 0.96% | $278.8万 | 7,534股 | $227.8万 | 7,101股 | +433股+6.10% | 加仓 |
 优步UBER |
| 0.93% | 1.08% | $263.0万 | 3.6万股 | $255.9万 | 3.6万股 | +871股+2.45% | 加仓 |
| Q高通QCOM |
| 0.91% | 1.04% | $257.1万 | 1.4万股 | $244.8万 | 1.9万股 | -5,099股-26.82% | 减仓 |
| IiShares安硕信托IBDR |
| 0.89% | 1.14% | $251.9万 | 10.4万股 | $269.2万 | 11.1万股 | -7,112股-6.40% | 减仓 |
| PPTC COMPTC |
| 0.88% | 1.11% | $249.4万 | 2.2万股 | $261.5万 | 1.8万股 | +3,597股+19.60% | 加仓 |
 CORTEVA COMCTVA |
| 0.87% | 1.03% | $246.2万 | 2.9万股 | $243.6万 | 2.9万股 | -24股-0.08% | 减仓 |
 泛林集团LRCX |
| 0.86% | 0.46% | $242.5万 | 5,597股 | $107.5万 | 5,032股 | +565股+11.23% | 加仓 |
 科磊KLAC |
| 0.86% | 0.45% | $242.3万 | 8,030股 | $107.5万 | 730股 | +7,300股+1,000.00% | 加仓 |
| IiShares安硕信托IGIB |
| 0.84% | 0.98% | $237.0万 | 4.5万股 | $231.0万 | 4.3万股 | +1,173股+2.70% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.84% | 0.97% | $236.4万 | 4,724股 | $229.9万 | 4,797股 | -73股-1.52% | 减仓 |
 瑞思迈RMD |
| 0.83% | 0.96% | $233.9万 | 1.2万股 | $226.3万 | 1.0万股 | +1,919股+19.04% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.82% | 1.05% | $231.6万 | 10.0万股 | $248.5万 | 10.7万股 | -6,825股-6.39% | 减仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.82% | 1.05% | $230.8万 | 10.6万股 | $248.6万 | 11.4万股 | -7,680股-6.76% | 减仓 |
| IiShares安硕信托AGG |
| 0.81% | 0.12% | $227.8万 | 2.3万股 | $29.2万 | 2,946股 | +2.0万股+681.30% | 加仓 |
| J骏利亨德森JAAA |
| 0.8% | — | $224.8万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 苹果AAPL |
| 0.79% | 0.81% | $224.1万 | 7,744股 | $191.3万 | 7,539股 | +205股+2.72% | 加仓 |
| IiShares安硕信托IBDT |
| 0.78% | 0.98% | $218.7万 | 8.7万股 | $231.0万 | 9.1万股 | -4,556股-5.00% | 减仓 |
| IiShares安硕信托IBDS |
| 0.77% | 1.03% | $216.5万 | 8.9万股 | $243.3万 | 10.0万股 | -1.1万股-10.93% | 减仓 |
 ADPADP |
| 0.77% | 0.69% | $216.3万 | 9,656股 | $163.4万 | 8,041股 | +1,615股+20.08% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 0.75% | 0.95% | $210.6万 | 6.6万股 | $224.9万 | 6.7万股 | -1,215股-1.81% | 减仓 |
 GLOBAL PMTS COMGPN |
| 0.74% | 0.74% | $207.7万 | 2.9万股 | $175.2万 | 2.6万股 | +2,599股+9.99% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.73% | — | $206.2万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 特灵科技TT |
| 0.73% | 0.69% | $205.6万 | 4,185股 | $163.7万 | 3,928股 | +257股+6.54% | 加仓 |
 杜克能源DUK |
| 0.72% | 0.9% | $202.2万 | 1.6万股 | $213.3万 | 1.6万股 | -319股-1.96% | 减仓 |
 BlockXYZ |
| 0.66% | 0.58% | $185.4万 | 2.4万股 | $137.1万 | 2.3万股 | +1,601股+7.03% | 加仓 |
| BBLUE BIRD COMBLBD |
| 0.64% | 0.52% | $181.2万 | 2.3万股 | $123.6万 | 2.2万股 | +1,187股+5.45% | 加仓 |
