| SSPDR标普500 ETFSPY |
| 7.59% | 8.06% | $1,275.1万 | 1.7万股 | $1,124.6万 | 1.7万股 | -217股-1.25% | 减仓 |
 摩根大通JPM |
| 5.63% | 6.19% | $945.5万 | 2.9万股 | $863.4万 | 3.0万股 | -1,067股-3.56% | 减仓 |
| SSPDR道富系列信托BIL |
| 4.04% | 4.58% | $679.4万 | 7.4万股 | $639.1万 | 7.0万股 | +4,405股+6.32% | 加仓 |
| G高盛ETF信托GBIL |
| 3.11% | 2.78% | $522.3万 | 5.2万股 | $387.6万 | 3.9万股 | +1.3万股+34.79% | 加仓 |
 埃克森美孚XOM |
| 2.96% | 4.97% | $498.0万 | 3.6万股 | $693.3万 | 4.1万股 | -5,001股-12.07% | 减仓 |
| V先锋领航指数基金VUG |
| 2.95% | 2.87% | $495.0万 | 5.7万股 | $400.9万 | 9,178股 | +4.8万股+526.17% | 加仓 |
 谷歌AGOOGL |
| 2.82% | 2.64% | $473.9万 | 1.3万股 | $368.3万 | 1.3万股 | +446股+3.48% | 加仓 |
 苹果AAPL |
| 2.5% | 2.69% | $419.9万 | 1.5万股 | $375.1万 | 1.5万股 | -524股-3.49% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.48% | 2.44% | $417.2万 | 9.2万股 | $340.4万 | 7.5万股 | +1.7万股+22.90% | 加仓 |
| IiShares安硕信托AGG |
| 1.81% | 2.27% | $304.4万 | 3.1万股 | $316.5万 | 3.2万股 | -1,127股-3.53% | 减仓 |
 台积电TSM |
| 1.76% | 1.4% | $296.2万 | 6,203股 | $195.0万 | 5,770股 | +433股+7.50% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.65% | 1.74% | $276.6万 | 2.7万股 | $242.1万 | 2.5万股 | +1,696股+6.80% | 加仓 |
 康明斯CMI |
| 1.59% | 1.39% | $267.1万 | 3,745股 | $194.5万 | 3,671股 | +74股+2.02% | 加仓 |
| SSPDR道富系列信托SJNK |
| 1.47% | 1.42% | $247.8万 | 9.9万股 | $198.3万 | 7.9万股 | +2.0万股+24.71% | 加仓 |
 微软MSFT |
| 1.45% | 1.73% | $243.9万 | 6,537股 | $241.9万 | 6,539股 | -2股-0.03% | 减仓 |
| IiShares安硕信托LQD |
| 1.39% | 1.61% | $234.2万 | 2.1万股 | $225.0万 | 2.1万股 | +825股+4.00% | 加仓 |
 沃尔玛WMT |
| 1.34% | 1.81% | $224.5万 | 2.0万股 | $252.1万 | 2.0万股 | -463股-2.28% | 减仓 |
| V先锋领航指数基金VOO |
| 1.33% | 1.22% | $223.5万 | 3,035股 | $170.6万 | 2,955股 | +80股+2.71% | 加仓 |
 强生JNJ |
| 1.25% | 1.49% | $209.7万 | 8,256股 | $207.7万 | 8,705股 | -449股-5.16% | 减仓 |
| S嘉信策略信托SCHD |
| 1.2% | 1.1% | $202.5万 | 6.4万股 | $153.9万 | 5.0万股 | +1.4万股+27.24% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.1% | 1.25% | $184.9万 | 2.0万股 | $174.1万 | 1.9万股 | +1,219股+6.46% | 加仓 |
| IiShares安硕·COREIJH |
| 1.05% | 1.11% | $176.3万 | 2.3万股 | $155.3万 | 2.3万股 | -140股-0.61% | 减仓 |
| J骏利亨德森JAAA |
| 1.04% | 0.95% | $175.2万 | 3.5万股 | $132.9万 | 2.6万股 | +8,326股+31.57% | 加仓 |
| CCOCA COLA CONSCOKE |
| 1.02% | 1.16% | $171.6万 | 8,988股 | $161.2万 | 8,405股 | +583股+6.94% | 加仓 |
 科磊KLAC |
| 1% | 0.45% | $168.9万 | 5,599股 | $62.4万 | 424股 | +5,175股+1,220.52% | 加仓 |
| V先锋领航指数基金VTV |
| 0.97% | 0.73% | $162.5万 | 7,457股 | $102.2万 | 5,211股 | +2,246股+43.10% | 加仓 |
 泛林集团LRCX |
| 0.96% | — | $160.9万 | 3,713股 | $0 | 0股 | +3,713股 | 新买入 |
| I景顺交易所交易基金IIBAB |
| 0.93% | 1.08% | $155.6万 | 5.8万股 | $150.3万 | 5.6万股 | +2,228股+4.00% | 加仓 |
| IiShares安硕信托IVV |
| 0.92% | 1.04% | $155.3万 | 2,074股 | $145.5万 | 2,228股 | -154股-6.91% | 减仓 |
 MCKESSON COMMCK |
| 0.87% | 0.83% | $145.5万 | 1,926股 | $115.1万 | 1,330股 | +596股+44.81% | 加仓 |
 礼来LLY |
| 0.85% | 0.79% | $143.3万 | 1,195股 | $110.2万 | 1,198股 | -3股-0.25% | 减仓 |
| IiShares安硕·COREIJR |
| 0.85% | 0.85% | $142.6万 | 9,616股 | $117.9万 | 9,487股 | +129股+1.36% | 加仓 |
| B纽约梅隆银行BK |
| 0.84% | 0.61% | $141.1万 | 9,754股 | $85.0万 | 7,164股 | +2,590股+36.15% | 加仓 |
 亚马逊AMZN |
| 0.78% | 0.89% | $130.3万 | 5,468股 | $124.3万 | 5,969股 | -501股-8.39% | 减仓 |
 GE VernovaGEV |
| 0.77% | 0.51% | $129.5万 | 1,102股 | $71.1万 | 815股 | +287股+35.21% | 加仓 |
| I景顺交易所交易基金IIPGX |
| 0.75% | 0.93% | $126.3万 | 11.6万股 | $129.4万 | 11.9万股 | -2,447股-2.06% | 减仓 |
 VanEck ETF信托SMH |
| 0.73% | 0.4% | $123.1万 | 1,877股 | $55.8万 | 1,454股 | +423股+29.09% | 加仓 |
 联合太平洋铁路UNP |
| 0.72% | 0.78% | $121.8万 | 4,476股 | $109.1万 | 4,504股 | -28股-0.62% | 减仓 |
 英伟达NVDA |
| 0.7% | 0.79% | $118.4万 | 5,918股 | $110.2万 | 6,316股 | -398股-6.30% | 减仓 |
 SIMON PPTY NEW COMSPG |
| 0.69% | 0.82% | $115.4万 | 5,161股 | $113.8万 | 6,561股 | -1,400股-21.34% | 减仓 |
 卡特彼勒CAT |
| 0.66% | — | $110.7万 | 1,040股 | $0 | 0股 | +1,040股 | 新买入 |
 GE航空GE |
| 0.65% | 0.5% | $108.9万 | 2,913股 | $69.5万 | 2,449股 | +464股+18.95% | 加仓 |
| J骏利Detroit策略信托JBBB |
| 0.64% | 0.76% | $108.3万 | 2.3万股 | $106.5万 | 2.3万股 | +18股+0.08% | 加仓 |
| RRBB FDTBIL |
| 0.63% | 0.77% | $106.7万 | 2.1万股 | $107.1万 | 2.1万股 | -90股-0.42% | 减仓 |
 VertivVRT |
| 0.63% | — | $106.0万 | 3,166股 | $0 | 0股 | +3,166股 | 新买入 |
| I景顺交易所交易基金信托XLG |
| 0.63% | 0.68% | $105.8万 | 1.7万股 | $95.5万 | 1.8万股 | -232股-1.33% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.63% | 0.76% | $105.6万 | 2.1万股 | $105.7万 | 2.1万股 | -58股-0.28% | 减仓 |
 汽车地带AZO |
| 0.63% | 0.86% | $105.5万 | 330股 | $119.9万 | 355股 | -25股-7.04% | 减仓 |
| SSIMPLIFY EXCHANGE TRADED FUNAGGH |
| 0.62% | 0.79% | $104.5万 | 5.2万股 | $110.3万 | 5.4万股 | -2,429股-4.48% | 减仓 |
 HCA医疗HCA |
| 0.61% | 0.93% | $102.5万 | 2,629股 | $130.0万 | 2,747股 | -118股-4.30% | 减仓 |
