| I景顺QQQ信托VOO |
| 6.91% | 6.47% | $3,917.7万 | 5.3万股 | $3,149.0万 | 5.5万股 | -1,358股-2.49% | 减仓 |
 苹果AAPL |
| 6.83% | 7.17% | $3,870.2万 | 13.4万股 | $3,487.9万 | 13.7万股 | -3,682股-2.68% | 减仓 |
| SSPDR标普500 ETFSPY |
| 6.74% | 6.91% | $3,820.2万 | 5.1万股 | $3,361.6万 | 5.2万股 | -533股-1.03% | 减仓 |
| G通用动力VTI |
| 6.54% | 6.64% | $3,706.8万 | 10.0万股 | $3,230.4万 | 10.1万股 | -523股-0.52% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 4.41% | 4.6% | $2,501.2万 | 10.6万股 | $2,239.5万 | 10.4万股 | +1,573股+1.51% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 4.17% | 4.16% | $2,365.4万 | 4.5万股 | $2,024.7万 | 4.4万股 | +1,567股+3.58% | 加仓 |
| IiShares安硕·COREIJH |
| 4.11% | 4% | $2,331.8万 | 30.2万股 | $1,944.0万 | 28.8万股 | +1.5万股+5.05% | 加仓 |
| V先锋领航STAR基金VXUS |
| 4.11% | 4.09% | $2,328.2万 | 27.2万股 | $1,991.3万 | 25.8万股 | +1.4万股+5.46% | 加仓 |
 谷歌AGOOGL |
| 3.21% | 3.14% | $1,821.9万 | 5.1万股 | $1,526.7万 | 5.3万股 | -2,110股-3.97% | 减仓 |
| V先锋领航指数基金VB |
| 3.14% | 2.97% | $1,778.7万 | 5.9万股 | $1,443.3万 | 5.5万股 | +3,576股+6.49% | 加仓 |
| V先锋领航白厅基金VYMI |
| 3.09% | 3.14% | $1,750.5万 | 17.8万股 | $1,527.3万 | 16.2万股 | +1.6万股+9.99% | 加仓 |
| C资本集团成长ETFCGGR |
| 2.73% | 2.33% | $1,549.8万 | 36.6万股 | $1,135.4万 | 34.0万股 | +2.6万股+7.61% | 加仓 |
| IiShares安硕信托EEM |
| 2.67% | 2.44% | $1,511.7万 | 22.1万股 | $1,188.8万 | 20.9万股 | +1.2万股+5.56% | 加仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 2.48% | 2.07% | $1,403.2万 | 37.0万股 | $1,005.9万 | 29.2万股 | +7.7万股+26.44% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 2.18% | 2.37% | $1,232.6万 | 26.3万股 | $1,152.6万 | 24.5万股 | +1.8万股+7.27% | 加仓 |
| V先锋领航债券指数基金BIV |
| 2.11% | 2.33% | $1,195.9万 | 15.6万股 | $1,133.4万 | 14.7万股 | +9,067股+6.17% | 加仓 |
 英伟达NVDA |
| 2.06% | 1.86% | $1,168.6万 | 5.8万股 | $905.1万 | 5.2万股 | +6,503股+12.53% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.05% | 2.21% | $1,161.6万 | 25.5万股 | $1,075.8万 | 23.6万股 | +2.0万股+8.28% | 加仓 |
 好市多COST |
| 1.95% | 2.4% | $1,106.9万 | 1.2万股 | $1,169.0万 | 1.2万股 | +100股+0.85% | 加仓 |
 摩根大通JPM |
| 1.93% | 2.03% | $1,096.4万 | 3.3万股 | $989.7万 | 3.4万股 | -153股-0.45% | 减仓 |
| C花旗集团C |
| 1.93% | 1.87% | $1,092.8万 | 7.8万股 | $909.0万 | 8.0万股 | -2,079股-2.59% | 减仓 |
 Meta平台META |
| 1.82% | 2.13% | $1,034.0万 | 1.8万股 | $1,035.1万 | 1.8万股 | +264股+1.46% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.8% | 1.97% | $1,019.7万 | 2.0万股 | $957.9万 | 2.0万股 | +389股+1.95% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.71% | 1.65% | $970.2万 | 2.7万股 | $803.8万 | 2.8万股 | -561股-2.00% | 减仓 |
 艾伯维ABBV |
| 1.53% | 1.51% | $868.2万 | 3.5万股 | $735.5万 | 3.4万股 | +685股+2.03% | 加仓 |
 VisaV |
| 1.48% | 1.48% | $837.2万 | 2.4万股 | $721.3万 | 2.4万股 | +535股+2.24% | 加仓 |
 强生JNJ |
| 1.39% | 1.52% | $785.4万 | 3.1万股 | $739.3万 | 3.0万股 | +681股+2.25% | 加仓 |
 特斯拉TSLA |
| 1.27% | 1.29% | $718.4万 | 1.7万股 | $629.0万 | 1.7万股 | +160股+0.95% | 加仓 |
 AMGEN COMAMGN |
| 0.76% | 0.86% | $430.3万 | 1.2万股 | $420.2万 | 1.2万股 | -59股-0.49% | 减仓 |
 微软MSFT |
| 0.74% | 0.86% | $418.1万 | 1.1万股 | $416.1万 | 1.1万股 | -33股-0.29% | 减仓 |
 亚马逊AMZN |
| 0.74% | 0.76% | $416.6万 | 1.7万股 | $371.0万 | 1.8万股 | -333股-1.87% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.63% | 0.72% | $354.7万 | 6.3万股 | $349.8万 | 6.2万股 | +1,077股+1.74% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.56% | 0.57% | $316.0万 | 5.1万股 | $275.0万 | 5.0万股 | +1,895股+3.83% | 加仓 |
| V先锋领航指数基金VOO |
| 0.54% | 0.53% | $308.4万 | 4,491股 | $259.9万 | 4,350股 | +141股+3.24% | 加仓 |
| IiShares安硕信托IVV |
| 0.49% | 0.51% | $278.8万 | 3,723股 | $248.6万 | 3,805股 | -82股-2.16% | 减仓 |
 英特尔INTC |
| 0.48% | 0.17% | $273.4万 | 2.0万股 | $82.7万 | 1.9万股 | +844股+4.50% | 加仓 |
| PPROSHARES ULTRAPRO QQQTQQQ |
| 0.47% | 0.31% | $268.4万 | 3.3万股 | $149.0万 | 3.6万股 | -2,600股-7.27% | 减仓 |
| IiShares安硕信托IGM |
| 0.42% | 0.41% | $238.6万 | 1.5万股 | $197.9万 | 1.7万股 | -2,113股-12.65% | 减仓 |
| IiShares安硕信托IXJ |
| 0.33% | 0.48% | $187.2万 | 1.9万股 | $232.8万 | 2.5万股 | -5,863股-23.55% | 减仓 |
| V先锋领航全球基金VCR |
| 0.32% | 0.47% | $184.0万 | 4,639股 | $227.1万 | 6,325股 | -1,686股-26.66% | 减仓 |
 思科CSCO |
| 0.31% | 0.24% | $176.2万 | 1.5万股 | $116.6万 | 1.5万股 | -29股-0.19% | 减仓 |
 博通AVGO |
| 0.26% | 0.25% | $149.2万 | 3,949股 | $123.6万 | 3,993股 | -44股-1.10% | 减仓 |
 AMD超威AMD |
| 0.24% | 0.12% | $137.7万 | 2,371股 | $59.0万 | 2,898股 | -527股-18.18% | 减仓 |
 Arista网络ANET |
| 0.24% | 0.15% | $134.7万 | 7,930股 | $73.4万 | 5,978股 | +1,952股+32.65% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.24% | 0.28% | $133.2万 | 2.6万股 | $134.6万 | 2.7万股 | -241股-0.91% | 减仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 0.23% | — | $132.6万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 应用材料AMAT |
| 0.23% | 0.13% | $129.4万 | 1,790股 | $61.2万 | 1,790股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.22% | 0.23% | $124.5万 | 4.2万股 | $110.6万 | 4.3万股 | -859股-1.99% | 减仓 |
 新思科技SNPS |
| 0.17% | 0.17% | $95.5万 | 2,140股 | $84.8万 | 2,140股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.16% | 0.1% | $91.5万 | 1,199股 | $46.9万 | 1,201股 | -2股-0.17% | 减仓 |
