| C资本集团股息价值CCBG |
| 6.01% | 5.6% | $5,425.3万 | 110.1万股 | $4,585.0万 | 107.8万股 | +2.3万股+2.14% | 加仓 |
| G通用动力VTI |
| 4.71% | 4.47% | $4,247.8万 | 11.5万股 | $3,660.5万 | 11.4万股 | +690股+0.60% | 加仓 |
 苹果AAPL |
| 2.72% | 2.75% | $2,459.1万 | 8.5万股 | $2,250.0万 | 8.9万股 | -3,670股-4.14% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.56% | 2.09% | $2,315.4万 | 50.9万股 | $1,707.1万 | 37.4万股 | +13.5万股+36.03% | 加仓 |
| V先锋领航指数基金VOO |
| 2.52% | 2.23% | $2,275.7万 | 3.3万股 | $1,823.4万 | 3.1万股 | +2,620股+8.59% | 加仓 |
 英伟达NVDA |
| 2.48% | 2.31% | $2,237.4万 | 11.2万股 | $1,890.8万 | 10.8万股 | +3,404股+3.14% | 加仓 |
 亚马逊AMZN |
| 2.28% | 2.22% | $2,059.6万 | 8.6万股 | $1,818.4万 | 8.7万股 | -895股-1.03% | 减仓 |
| IiShares安硕信托IVV |
| 2.2% | 2.1% | $1,982.5万 | 2.6万股 | $1,716.1万 | 2.6万股 | +201股+0.77% | 加仓 |
| V先锋领航指数基金VUG |
| 1.87% | 1.78% | $1,690.3万 | 19.6万股 | $1,457.5万 | 3.3万股 | +16.3万股+488.08% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.5% | 1.54% | $1,357.4万 | 2.7万股 | $1,256.8万 | 2.6万股 | +901股+3.44% | 加仓 |
| C资本集团成长ETFCGGR |
| 1.5% | 1.39% | $1,351.5万 | 28.6万股 | $1,137.3万 | 28.3万股 | +3,358股+1.19% | 加仓 |
| SSPDR黄金信托GLD |
| 1.41% | 1.86% | $1,276.0万 | 3.5万股 | $1,522.1万 | 3.5万股 | -737股-2.08% | 减仓 |
 微软MSFT |
| 1.4% | 1.55% | $1,260.2万 | 3.4万股 | $1,268.7万 | 3.4万股 | -489股-1.43% | 减仓 |
 DNP SELECT INCOMEDNP |
| 1.34% | 1.55% | $1,206.0万 | 111.8万股 | $1,267.8万 | 123.1万股 | -11.3万股-9.19% | 减仓 |
 迈威尔MRVL |
| 1.33% | 0.48% | $1,203.2万 | 4.0万股 | $393.3万 | 4.0万股 | +681股+1.71% | 加仓 |
 谷歌AGOOGL |
| 1.28% | 1.06% | $1,155.9万 | 3.2万股 | $866.9万 | 3.0万股 | +2,196股+7.28% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.23% | 1.21% | $1,109.4万 | 1.5万股 | $986.6万 | 1.5万股 | -315股-2.08% | 减仓 |
 VanEck ETF信托SMH |
| 1.22% | 0.78% | $1,102.1万 | 1.7万股 | $635.2万 | 1.7万股 | +237股+1.43% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.14% | 1.18% | $1,027.8万 | 13.0万股 | $964.7万 | 12.2万股 | +8,353股+6.86% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.13% | 1.23% | $1,021.9万 | 4.3万股 | $1,004.6万 | 4.7万股 | -3,525股-7.55% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.05% | 0.64% | $944.4万 | 11.0万股 | $527.7万 | 6.8万股 | +4.2万股+61.43% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.98% | 1.21% | $883.8万 | 15.6万股 | $990.2万 | 17.5万股 | -1.8万股-10.43% | 减仓 |
 博通AVGO |
| 0.92% | 0.93% | $829.5万 | 2.2万股 | $758.3万 | 2.4万股 | -2,540股-10.37% | 减仓 |
| F第一信托交易所交易基金FTCB |
| 0.91% | 0.25% | $823.9万 | 39.5万股 | $203.5万 | 9.7万股 | +29.8万股+306.95% | 加仓 |
| F第一信托交易所交易基金FPX |
| 0.88% | 0.41% | $791.1万 | 4.1万股 | $337.8万 | 2.1万股 | +2.1万股+99.80% | 加仓 |
 AMD超威AMD |
| 0.86% | 0.33% | $780.1万 | 1.3万股 | $271.9万 | 1.3万股 | +64股+0.48% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.83% | 0.72% | $752.7万 | 8.3万股 | $591.3万 | 7.3万股 | +9,168股+12.50% | 加仓 |
 GE航空GE |
| 0.82% | 0.69% | $740.2万 | 2.0万股 | $560.8万 | 2.0万股 | +42股+0.21% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.79% | 0.8% | $716.2万 | 3.4万股 | $654.3万 | 3.4万股 | -431股-1.26% | 减仓 |
 特斯拉TSLA |
| 0.79% | 0.73% | $711.4万 | 1.7万股 | $594.6万 | 1.6万股 | +919股+5.75% | 加仓 |
 GE VernovaGEV |
| 0.73% | 0.6% | $658.0万 | 5,601股 | $493.3万 | 5,651股 | -50股-0.88% | 减仓 |
| I景顺QQQ信托VOO |
| 0.7% | 0.6% | $629.2万 | 8,544股 | $487.5万 | 8,446股 | +98股+1.16% | 加仓 |
 礼来LLY |
| 0.68% | 0.56% | $609.7万 | 5,083股 | $459.9万 | 5,000股 | +83股+1.66% | 加仓 |
| I景顺交易所交易基金IIBKLN |
| 0.64% | 0.68% | $575.7万 | 28.3万股 | $558.1万 | 27.3万股 | +9,215股+3.37% | 加仓 |
 摩根大通JPM |
| 0.61% | 0.61% | $551.9万 | 1.7万股 | $496.5万 | 1.7万股 | -18股-0.11% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.6% | 0.58% | $544.0万 | 17.5万股 | $471.4万 | 16.9万股 | +5,675股+3.35% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.55% | 0.43% | $498.1万 | 2.6万股 | $355.3万 | 2.7万股 | -591股-2.21% | 减仓 |
 英特尔INTC |
| 0.55% | 0.18% | $492.2万 | 3.5万股 | $145.6万 | 3.3万股 | +2,267股+6.87% | 加仓 |
 VANECK REAL ASSETS ETFRAAX |
| 0.52% | 0.59% | $468.4万 | 11.8万股 | $479.0万 | 11.8万股 | +412股+0.35% | 加仓 |
 AMGEN COMAMGN |
| 0.51% | 0.55% | $463.6万 | 1.3万股 | $450.3万 | 1.3万股 | +3股+0.02% | 加仓 |
 雷神技术RTX |
| 0.5% | 0.56% | $451.9万 | 2.4万股 | $459.7万 | 2.4万股 | -10股-0.04% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.48% | 0.45% | $431.6万 | 1.2万股 | $370.9万 | 1.3万股 | -714股-5.52% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.48% | 0.62% | $429.1万 | 8.4万股 | $504.9万 | 9.9万股 | -1.5万股-15.16% | 减仓 |
 卡特彼勒CAT |
| 0.48% | 0.21% | $429.0万 | 4,029股 | $175.4万 | 2,475股 | +1,554股+62.79% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.45% | 0.44% | $405.8万 | 5.8万股 | $364.0万 | 5.8万股 | -237股-0.41% | 减仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.45% | 0.34% | $404.5万 | 6.3万股 | $279.2万 | 6.2万股 | +1,026股+1.66% | 加仓 |
| F第一信托·USTCIBR |
| 0.45% | 0.34% | $403.0万 | 4.5万股 | $278.9万 | 4.4万股 | +366股+0.82% | 加仓 |
 好市多COST |
| 0.44% | 0.51% | $395.4万 | 4,227股 | $421.1万 | 4,226股 | +1股+0.02% | 加仓 |
 强生JNJ |
| 0.43% | 0.44% | $384.8万 | 1.5万股 | $362.3万 | 1.5万股 | +331股+2.23% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.42% | 0.38% | $380.5万 | 11.2万股 | $315.0万 | 10.8万股 | +4,315股+3.99% | 加仓 |
