| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 19.14% | 11.69% | $3,330.2万 | 98.4万股 | $1,873.0万 | 64.3万股 | +34.1万股+53.05% | 加仓 |
| PProShares信托NOBL |
| 13.43% | 12.98% | $2,336.2万 | 41.6万股 | $2,079.7万 | 19.6万股 | +22.0万股+112.04% | 加仓 |
 CALAMOS CONV & HIGH INCOME FCHY |
| 3.46% | 3.71% | $601.8万 | 44.2万股 | $594.8万 | 54.6万股 | -10.4万股-19.11% | 减仓 |
 谷歌AGOOGL |
| 3.43% | 4.9% | $596.3万 | 1.7万股 | $785.8万 | 2.7万股 | -1.1万股-38.94% | 减仓 |
 亚马逊AMZN |
| 3.32% | 3.91% | $577.8万 | 2.4万股 | $626.2万 | 3.0万股 | -5,824股-19.37% | 减仓 |
 苹果AAPL |
| 3.08% | 6.06% | $535.9万 | 1.9万股 | $971.7万 | 3.8万股 | -2.0万股-51.63% | 减仓 |
 微软MSFT |
| 3.04% | 3.71% | $528.7万 | 1.4万股 | $593.8万 | 1.6万股 | -1,867股-11.64% | 减仓 |
 英伟达NVDA |
| 3.02% | 3.87% | $525.9万 | 2.6万股 | $619.7万 | 3.6万股 | -9,248股-26.03% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.39% | 10.15% | $416.7万 | 5,580股 | $1,625.6万 | 2.5万股 | -1.9万股-77.68% | 减仓 |
| PPacer基金信托CALF |
| 2.27% | 0.58% | $394.8万 | 7.8万股 | $93.5万 | 2.1万股 | +5.7万股+274.56% | 加仓 |
| AAMPLIFY ETF TRHACK |
| 2.12% | 1.25% | $368.9万 | 3.5万股 | $200.2万 | 2.7万股 | +8,490股+31.84% | 加仓 |
| PPacer·DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETFICOW |
| 2.11% | 0.43% | $367.9万 | 8.8万股 | $69.5万 | 1.6万股 | +7.2万股+439.48% | 加仓 |
| I景顺自营指数基金BSCR |
| 2.11% | 1.93% | $366.4万 | 18.7万股 | $309.9万 | 15.8万股 | +2.9万股+18.27% | 加仓 |
| I景顺自营指数基金BSJR |
| 2.09% | 1.83% | $363.7万 | 16.3万股 | $293.5万 | 13.1万股 | +3.2万股+24.01% | 加仓 |
| I景顺自营指数基金BSCQ |
| 2.09% | 2.04% | $363.4万 | 18.6万股 | $326.5万 | 16.7万股 | +1.9万股+11.31% | 加仓 |
| IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ |
| 2.05% | 1.93% | $356.2万 | 15.5万股 | $309.1万 | 13.3万股 | +2.2万股+16.35% | 加仓 |
| I景顺自营指数基金BSCS |
| 2.02% | 1.61% | $351.3万 | 17.3万股 | $258.7万 | 12.7万股 | +4.6万股+36.17% | 加仓 |
| I景顺自营指数基金BSJS |
| 1.97% | 1.61% | $342.7万 | 15.8万股 | $257.8万 | 11.9万股 | +3.9万股+32.58% | 加仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 1.93% | 1.34% | $335.5万 | 18.1万股 | $214.1万 | 11.5万股 | +6.6万股+57.43% | 加仓 |
| I景顺自营指数基金BSJT |
| 1.9% | 1% | $330.2万 | 15.6万股 | $160.5万 | 7.6万股 | +8.0万股+104.82% | 加仓 |
 OMEGA HEALTHCARE INVSOHI |
| 1.6% | 1.95% | $278.7万 | 5.8万股 | $312.8万 | 7.1万股 | -1.3万股-18.12% | 减仓 |
| I景顺·BUYBACK ACHIEVERS ETFPKW |
| 1.42% | 1.68% | $246.7万 | 1.7万股 | $269.0万 | 2.0万股 | -3,081股-15.03% | 减仓 |
 家得宝HD |
| 1.41% | 0.74% | $244.7万 | 6,939股 | $119.1万 | 3,620股 | +3,319股+91.69% | 加仓 |
 礼来LLY |
| 1.22% | 2.73% | $211.6万 | 1,764股 | $437.9万 | 4,761股 | -2,997股-62.95% | 减仓 |
 CrowdStrikeCRWD |
| 1.21% | 0.74% | $210.3万 | 2,756股 | $118.3万 | 3,031股 | -275股-9.07% | 减仓 |
 VisaV |
| 1.17% | 0.99% | $204.3万 | 5,954股 | $157.9万 | 5,224股 | +730股+13.97% | 加仓 |
 艾伯维ABBV |
| 1.17% | 0.41% | $203.7万 | 8,096股 | $66.4万 | 3,051股 | +5,045股+165.36% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.15% | 1.07% | $199.5万 | 5,645股 | $171.8万 | 5,988股 | -343股-5.73% | 减仓 |
 高盛GS |
| 1.11% | 1.26% | $193.8万 | 1,916股 | $202.1万 | 2,389股 | -473股-19.80% | 减仓 |
 南方电力SO |
| 1.04% | 0.97% | $181.0万 | 1.9万股 | $155.3万 | 1.6万股 | +2,826股+17.57% | 加仓 |
| B巴里克黄金GOLD |
| 0.98% | 0.53% | $171.2万 | 4.7万股 | $85.3万 | 2.1万股 | +2.6万股+122.89% | 加仓 |
 台积电TSM |
| 0.96% | 0.73% | $167.5万 | 3,508股 | $117.7万 | 3,483股 | +25股+0.72% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.95% | 0.86% | $164.7万 | 1.0万股 | $137.6万 | 9,384股 | +995股+10.60% | 加仓 |
| S嘉信策略信托SCHD |
| 0.93% | 0.95% | $162.5万 | 5.1万股 | $152.2万 | 5.0万股 | +1,610股+3.24% | 加仓 |
 沃尔玛WMT |
| 0.92% | 0.73% | $160.9万 | 1.4万股 | $116.7万 | 9,387股 | +4,816股+51.30% | 加仓 |
 雪佛龙CVX |
| 0.88% | 1.09% | $153.0万 | 9,230股 | $175.0万 | 8,458股 | +772股+9.13% | 加仓 |
 ServiceNowNOW |
| 0.72% | 0.27% | $125.1万 | 1.3万股 | $42.5万 | 4,065股 | +8,537股+210.01% | 加仓 |
| V先锋领航指数基金VOO |
| 0.56% | 0.27% | $96.6万 | 1,312股 | $43.3万 | 750股 | +562股+74.93% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.42% | 0.56% | $73.1万 | 3,836股 | $89.5万 | 6,738股 | -2,902股-43.07% | 减仓 |
 NUVEEN CA QUALITY MUNI INAC |
| 0.31% | 0.42% | $53.9万 | 4.4万股 | $67.5万 | 5.8万股 | -1.3万股-23.22% | 减仓 |
| I景顺·CALIF VALUE MUN INCOVCV |
| 0.29% | 0.43% | $50.1万 | 4.6万股 | $69.6万 | 6.7万股 | -2.0万股-30.39% | 减仓 |
 GE航空GE |
| 0.26% | 0.22% | $45.9万 | 1,228股 | $34.8万 | 1,228股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.22% | 0.21% | $38.6万 | 6,779股 | $33.0万 | 6,779股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.22% | 0.42% | $38.4万 | 5,231股 | $67.2万 | 9,123股 | -3,892股-42.66% | 减仓 |
 NUVEEN CALIF AMT FREE MUNI INC COMNKX |
| 0.2% | 0.21% | $35.1万 | 2.8万股 | $33.3万 | 2.8万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.2% | 0.15% | $34.4万 | 910股 | $23.8万 | 770股 | +140股+18.18% | 加仓 |
 洛克希德马丁LMT |
| 0.18% | 0.25% | $31.9万 | 626股 | $39.9万 | 660股 | -34股-5.15% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.16% | 0.16% | $27.4万 | 548股 | $26.3万 | 548股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.16% | 0.21% | $27.3万 | 2,000股 | $33.9万 | 2,000股 | 00.00% | 持仓不变 |
| IiShares安硕信托DVY |
| 0.15% | 0.15% | $25.4万 | 1,628股 | $24.6万 | 1,628股 | 00.00% | 持仓不变 |
