| V先锋领航斯科茨代尔基金VCIT |
| 3.58% | 3.62% | $2,515.8万 | 30.4万股 | $2,309.3万 | 27.9万股 | +2.5万股+9.07% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 3.41% | 3.43% | $2,394.3万 | 42.4万股 | $2,192.5万 | 38.7万股 | +3.7万股+9.59% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 3.23% | 3.41% | $2,268.2万 | 39.0万股 | $2,175.8万 | 37.2万股 | +1.8万股+4.86% | 加仓 |
| I景顺QQQ信托VOO |
| 3.21% | 2.92% | $2,255.1万 | 3.1万股 | $1,866.7万 | 3.2万股 | -1,718股-5.31% | 减仓 |
 英伟达NVDA |
| 3.18% | 3.06% | $2,237.1万 | 11.2万股 | $1,950.9万 | 11.2万股 | -59股-0.05% | 减仓 |
 苹果AAPL |
| 3.04% | 2.88% | $2,138.3万 | 7.4万股 | $1,838.9万 | 7.2万股 | +1,440股+1.99% | 加仓 |
| IiShares安硕信托IEFA |
| 3% | 2.97% | $2,110.5万 | 21.9万股 | $1,898.8万 | 21.0万股 | +8,788股+4.19% | 加仓 |
| IiShares安硕信托IVV |
| 2.85% | 2.75% | $1,999.5万 | 2.7万股 | $1,756.1万 | 2.7万股 | -186股-0.69% | 减仓 |
 微软MSFT |
| 2.33% | 2.33% | $1,640.9万 | 4.4万股 | $1,490.4万 | 4.0万股 | +3,725股+9.25% | 加仓 |
| IiShares安硕信托HYG |
| 2.29% | 2.35% | $1,611.2万 | 20.1万股 | $1,497.9万 | 18.8万股 | +1.3万股+7.01% | 加仓 |
| V先锋领航白厅基金VYM |
| 2.16% | 2.16% | $1,515.5万 | 9.6万股 | $1,377.4万 | 9.3万股 | +2,892股+3.11% | 加仓 |
| BBANK OF AMERBAC |
| 2.14% | 1.89% | $1,504.8万 | 26.4万股 | $1,208.0万 | 24.8万股 | +1.6万股+6.58% | 加仓 |
 摩根大通JPM |
| 2.05% | 1.93% | $1,437.2万 | 4.4万股 | $1,232.7万 | 4.2万股 | +2,001股+4.77% | 加仓 |
| IiShares安硕·COREIJH |
| 2% | 1.79% | $1,405.3万 | 18.2万股 | $1,145.5万 | 17.0万股 | +1.3万股+7.44% | 加仓 |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 1.97% | 2.1% | $1,387.4万 | 27.5万股 | $1,337.9万 | 26.5万股 | +1.0万股+3.94% | 加仓 |
 雪佛龙CVX |
| 1.86% | 2.44% | $1,308.8万 | 7.9万股 | $1,556.3万 | 7.5万股 | +3,735股+4.97% | 加仓 |
 艾伯维ABBV |
| 1.8% | 1.6% | $1,265.5万 | 5.0万股 | $1,022.7万 | 4.7万股 | +3,270股+6.95% | 加仓 |
 谷歌AGOOGL |
| 1.6% | 1.42% | $1,127.5万 | 3.2万股 | $904.7万 | 3.1万股 | +90股+0.29% | 加仓 |
 亚马逊AMZN |
| 1.49% | 1.4% | $1,047.4万 | 4.4万股 | $891.3万 | 4.3万股 | +1,150股+2.69% | 加仓 |
| IiShares安硕·COREIJR |
| 1.43% | 1.25% | $1,001.4万 | 6.8万股 | $795.0万 | 6.4万股 | +3,568股+5.58% | 加仓 |
 CrowdStrikeCRWD |
| 1.39% | 0.8% | $978.4万 | 1.3万股 | $513.3万 | 1.3万股 | -327股-2.49% | 减仓 |
 PALO ALTOPANW |
| 1.35% | 0.7% | $949.2万 | 2.8万股 | $449.2万 | 2.8万股 | -188股-0.67% | 减仓 |
 摩根士丹利MS |
| 1.24% | 1.08% | $870.2万 | 4.2万股 | $687.5万 | 4.2万股 | -148股-0.35% | 减仓 |
| IiShares安硕IEMG |
| 1.14% | 1.01% | $804.3万 | 9.7万股 | $645.5万 | 9.3万股 | +4,551股+4.92% | 加仓 |
 卡特彼勒CAT |
| 1.09% | 0.91% | $767.2万 | 7,204股 | $583.0万 | 8,230股 | -1,026股-12.47% | 减仓 |
 Truist金融TFC |
| 1.06% | 1.01% | $745.2万 | 15.0万股 | $643.5万 | 14.0万股 | +9,583股+6.85% | 加仓 |
 威瑞森VZ |
| 0.99% | 1.24% | $698.8万 | 16.5万股 | $788.6万 | 15.7万股 | +7,954股+5.06% | 加仓 |
 道明尼能源D |
| 0.98% | 0.97% | $691.6万 | 10.1万股 | $616.2万 | 10.0万股 | +1,599股+1.60% | 加仓 |
 思科CSCO |
| 0.97% | 0.89% | $681.5万 | 5.8万股 | $570.8万 | 7.4万股 | -1.6万股-21.13% | 减仓 |
 强生JNJ |
| 0.96% | 0.97% | $677.6万 | 2.7万股 | $619.3万 | 2.5万股 | +1,344股+5.30% | 加仓 |
 宝洁PG |
| 0.96% | 0.96% | $674.5万 | 4.6万股 | $610.8万 | 4.2万股 | +3,707股+8.77% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 0.95% | 1.03% | $667.1万 | 3.7万股 | $656.1万 | 3.6万股 | +739股+2.03% | 加仓 |
 金佰利KMB |
| 0.94% | 0.88% | $662.4万 | 6.0万股 | $559.8万 | 5.8万股 | +2,321股+4.00% | 加仓 |
| CCAPITOL SER TRSCEC |
| 0.94% | 0.95% | $660.8万 | 26.4万股 | $605.4万 | 24.1万股 | +2.3万股+9.36% | 加仓 |
 AMGEN COMAMGN |
| 0.86% | 0.85% | $604.8万 | 1.7万股 | $541.3万 | 1.5万股 | +1,315股+8.55% | 加仓 |
 CloudflareNET |
| 0.85% | 0.78% | $599.1万 | 2.4万股 | $496.6万 | 2.4万股 | +356股+1.48% | 加仓 |
| DDOUBLELINE ETF TRUSTDCRE |
| 0.85% | 0.92% | $599.0万 | 11.6万股 | $590.1万 | 11.4万股 | +2,071股+1.82% | 加仓 |
 达美航空DAL |
| 0.84% | 0.62% | $589.8万 | 6.3万股 | $398.8万 | 6.0万股 | +2,986股+4.98% | 加仓 |
| IIBMIBM |
| 0.83% | 0.74% | $580.4万 | 2.1万股 | $470.6万 | 1.9万股 | +1,224股+6.30% | 加仓 |
 杜克能源DUK |
| 0.82% | 0.88% | $577.7万 | 4.6万股 | $560.7万 | 4.3万股 | +2,818股+6.58% | 加仓 |
 麦当劳MCD |
| 0.78% | 0.73% | $551.3万 | 2.0万股 | $468.4万 | 1.5万股 | +5,324股+35.33% | 加仓 |
 美国运通AXP |
| 0.78% | 0.72% | $545.4万 | 1.6万股 | $460.7万 | 1.5万股 | +893股+5.86% | 加仓 |
 礼来LLY |
| 0.77% | 0.66% | $543.1万 | 4,528股 | $421.0万 | 4,577股 | -49股-1.07% | 减仓 |
 家得宝HD |
| 0.76% | 0.74% | $536.7万 | 1.5万股 | $471.3万 | 1.4万股 | +886股+6.18% | 加仓 |
 南方电力SO |
| 0.76% | 0.85% | $534.4万 | 5.6万股 | $540.2万 | 5.6万股 | -133股-0.24% | 减仓 |
 雷神技术RTX |
| 0.76% | 0.79% | $533.2万 | 2.8万股 | $505.4万 | 2.6万股 | +1,899股+7.25% | 加仓 |
 可口可乐KO |
| 0.75% | 0.75% | $529.3万 | 6.5万股 | $477.8万 | 6.3万股 | +2,302股+3.66% | 加仓 |
 德文能源DVN |
| 0.75% | — | $528.8万 | 12.8万股 | $0 | 0股 | +12.8万股 | 新买入 |
 VICI PPTYS COMVICI |
| 0.73% | 0.94% | $514.2万 | 19.4万股 | $599.2万 | 21.9万股 | -2.6万股-11.71% | 减仓 |
 CVS健康CVS |
| 0.73% | 0.73% | $513.5万 | 5.0万股 | $467.7万 | 6.5万股 | -1.5万股-23.77% | 减仓 |
