| C资本集团股息价值CCBG |
| 4.34% | 4.11% | $2,204.5万 | 44.7万股 | $1,820.6万 | 42.8万股 | +1.9万股+4.52% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 4% | 4.52% | $2,033.4万 | 36.0万股 | $2,000.5万 | 35.3万股 | +7,068股+2.00% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 2.45% | 2.46% | $1,243.0万 | 20.2万股 | $1,089.8万 | 19.6万股 | +5,962股+3.04% | 加仓 |
| TTCW ETF TRUSTXB |
| 2.27% | 2.52% | $1,153.2万 | 29.4万股 | $1,116.1万 | 28.4万股 | +9,905股+3.49% | 加仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 2.13% | 2.06% | $1,081.2万 | 26.3万股 | $912.6万 | 25.6万股 | +6,638股+2.59% | 加仓 |
 苹果AAPL |
| 2.07% | 2.06% | $1,054.1万 | 3.6万股 | $910.6万 | 3.6万股 | +548股+1.53% | 加仓 |
| F第一信托·USTFVD |
| 1.91% | 2.38% | $969.5万 | 20.1万股 | $1,055.1万 | 22.4万股 | -2.3万股-10.31% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.68% | 1.69% | $853.3万 | 16.9万股 | $749.0万 | 14.8万股 | +2.1万股+14.01% | 加仓 |
| S道富SPYM |
| 1.39% | 1.02% | $705.9万 | 8.0万股 | $452.1万 | 5.9万股 | +2.1万股+35.98% | 加仓 |
 英伟达NVDA |
| 1.33% | 1.27% | $675.4万 | 3.4万股 | $563.3万 | 3.2万股 | +1,458股+4.51% | 加仓 |
 亚马逊AMZN |
| 1.28% | 1.23% | $648.4万 | 2.7万股 | $545.9万 | 2.6万股 | +995股+3.80% | 加仓 |
| C资本集团成长ETFCGGR |
| 1.2% | 1.09% | $610.3万 | 12.9万股 | $481.7万 | 12.0万股 | +9,443股+7.88% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.14% | 1.2% | $578.2万 | 2.4万股 | $533.2万 | 2.5万股 | -356股-1.44% | 减仓 |
 微软MSFT |
| 1.13% | 1.23% | $572.4万 | 1.5万股 | $544.2万 | 1.5万股 | +643股+4.37% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.97% | 1.01% | $493.6万 | 6,610股 | $446.3万 | 6,862股 | -252股-3.67% | 减仓 |
| IiShares安硕信托DGRO |
| 0.97% | 0.98% | $493.2万 | 6.5万股 | $432.5万 | 6.2万股 | +3,446股+5.59% | 加仓 |
 谷歌AGOOGL |
| 0.94% | 0.86% | $479.7万 | 1.3万股 | $382.3万 | 1.3万股 | +126股+0.95% | 加仓 |
| V先锋领航指数基金VTV |
| 0.93% | 0.91% | $472.5万 | 2.2万股 | $402.0万 | 2.0万股 | +1,192股+5.82% | 加仓 |
 特斯拉TSLA |
| 0.77% | 0.77% | $391.2万 | 9,302股 | $340.8万 | 9,167股 | +135股+1.47% | 加仓 |
 摩根大通JPM |
| 0.74% | 0.77% | $378.3万 | 1.2万股 | $341.2万 | 1.2万股 | -42股-0.36% | 减仓 |
| GGOLDMAN SACHS MARKETBETA U.S. EQUITY ETFGSUS |
| 0.74% | 0.69% | $375.3万 | 3.6万股 | $305.7万 | 3.4万股 | +2,280股+6.68% | 加仓 |
| G高盛ETF信托GINC |
| 0.74% | 0.65% | $375.3万 | 6.8万股 | $288.8万 | 5.8万股 | +9,828股+17.03% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.72% | 0.83% | $363.4万 | 1.7万股 | $367.9万 | 1.9万股 | -2,621股-13.66% | 减仓 |
| NNORTHERN LIGHTS FD TRSFLR |
| 0.65% | 0.63% | $332.5万 | 8.6万股 | $280.6万 | 7.9万股 | +6,950股+8.77% | 加仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 0.65% | 0.45% | $331.7万 | 6.8万股 | $201.2万 | 4.0万股 | +2.9万股+72.11% | 加仓 |
| IiShares安硕信托IVV |
| 0.64% | 0.66% | $327.5万 | 4,373股 | $291.2万 | 4,458股 | -85股-1.91% | 减仓 |
| CCAPITAL GBL GROWTH EQTCGGR |
| 0.63% | 0.47% | $319.1万 | 7.5万股 | $206.7万 | 6.2万股 | +1.3万股+21.70% | 加仓 |
 VisaV |
| 0.62% | 0.57% | $314.2万 | 9,159股 | $254.1万 | 8,407股 | +752股+8.94% | 加仓 |
| IiShares安硕信托IVW |
| 0.58% | 0.53% | $296.8万 | 2.2万股 | $235.9万 | 2.1万股 | +728股+3.49% | 加仓 |
 埃克森美孚XOM |
| 0.58% | 0.77% | $294.9万 | 2.2万股 | $342.9万 | 2.0万股 | +1,362股+6.74% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.57% | 0.48% | $288.3万 | 3.6万股 | $212.9万 | 3.1万股 | +4,392股+14.09% | 加仓 |
| IiShares安硕信托IQLT |
| 0.55% | 0.59% | $280.7万 | 5.7万股 | $262.4万 | 5.7万股 | -112股-0.20% | 减仓 |
| CCALAMOS ETF TRCCEF |
| 0.53% | 0.57% | $269.7万 | 9.0万股 | $251.8万 | 8.9万股 | +756股+0.85% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.53% | 0.49% | $269.1万 | 10.1万股 | $219.1万 | 8.4万股 | +1.8万股+21.37% | 加仓 |
| J骏利亨德森JAAA |
| 0.51% | 0.61% | $258.4万 | 5.1万股 | $270.6万 | 5.4万股 | -2,543股-4.73% | 减仓 |
 博通AVGO |
| 0.51% | 0.48% | $257.3万 | 6,812股 | $214.5万 | 6,931股 | -119股-1.72% | 减仓 |
| F富达Covington信托FENI |
| 0.5% | 0.48% | $256.5万 | 6.4万股 | $214.5万 | 5.8万股 | +6,279股+10.89% | 加仓 |
 美光科技MU |
| 0.5% | 0.18% | $256.5万 | 2,222股 | $78.0万 | 2,310股 | -88股-3.81% | 减仓 |
| F第一信托交易所交易基金SDVY |
| 0.5% | 0.39% | $256.2万 | 5.9万股 | $173.4万 | 4.4万股 | +1.5万股+35.08% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.49% | 0.48% | $250.6万 | 3.7万股 | $213.0万 | 3.7万股 | +245股+0.67% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.47% | 0.42% | $239.9万 | 5.7万股 | $185.8万 | 5.1万股 | +6,932股+13.71% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.47% | 0.48% | $238.1万 | 1.1万股 | $213.5万 | 1.1万股 | +68股+0.61% | 加仓 |
| V先锋领航全球基金VGT |
| 0.46% | 0.38% | $236.2万 | 2.0万股 | $169.4万 | 2,427股 | +1.7万股+714.30% | 加仓 |
| IiShares安硕信托ILCG |
| 0.45% | 0.42% | $227.5万 | 1.9万股 | $185.1万 | 1.9万股 | +52股+0.27% | 加仓 |
| IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM |
| 0.44% | 0.47% | $222.2万 | 4.5万股 | $209.6万 | 4.4万股 | +294股+0.66% | 加仓 |
| GGlobal X基金PAVE |
| 0.43% | 0.41% | $220.4万 | 3.7万股 | $183.1万 | 3.6万股 | +1,374股+3.81% | 加仓 |
 Meta平台META |
| 0.43% | 0.47% | $218.6万 | 3,881股 | $206.9万 | 3,617股 | +264股+7.30% | 加仓 |
 可口可乐KO |
| 0.43% | 0.46% | $217.3万 | 2.7万股 | $204.1万 | 2.7万股 | -109股-0.41% | 减仓 |
| G高盛ETF信托GINC |
| 0.43% | 0.36% | $217.0万 | 3.7万股 | $158.2万 | 3.2万股 | +4,609股+14.42% | 加仓 |
 卡特彼勒CAT |
| 0.42% | 0.33% | $214.5万 | 2,014股 | $145.4万 | 2,052股 | -38股-1.85% | 减仓 |
