 微软MSFT |
| 22.39% | 24.19% | $4,852.6万 | 13.0万股 | $4,834.2万 | 13.1万股 | -504股-0.39% | 减仓 |
 苹果AAPL |
| 7.16% | 6.86% | $1,551.3万 | 5.4万股 | $1,371.4万 | 5.4万股 | -429股-0.79% | 减仓 |
| C资本集团成长ETFCGGR |
| 5.46% | 5.07% | $1,182.7万 | 25.1万股 | $1,013.8万 | 25.2万股 | -1,697股-0.67% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 5.35% | 4.91% | $1,160.5万 | 14.3万股 | $981.9万 | 14.4万股 | -634股-0.44% | 减仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 4.13% | 4.83% | $894.8万 | 18.0万股 | $965.0万 | 19.4万股 | -1.4万股-7.22% | 减仓 |
 亚马逊AMZN |
| 2.92% | 3.31% | $632.7万 | 2.7万股 | $662.2万 | 3.2万股 | -5,249股-16.51% | 减仓 |
 好市多COST |
| 2.86% | 3.33% | $619.9万 | 6,626股 | $666.3万 | 6,686股 | -60股-0.90% | 减仓 |
| V先锋领航全球基金VGT |
| 2.82% | 2.23% | $610.3万 | 5.1万股 | $446.4万 | 6,398股 | +4.5万股+698.03% | 加仓 |
| B贝莱德ETF信托DYNF |
| 2.77% | 2.59% | $599.8万 | 8.8万股 | $516.6万 | 8.9万股 | -608股-0.68% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 2.54% | 2.53% | $549.7万 | 6.7万股 | $505.4万 | 6.7万股 | -100股-0.15% | 减仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 2.4% | 2.06% | $521.2万 | 8.7万股 | $411.8万 | 6.9万股 | +1.8万股+26.67% | 加仓 |
| BBLACKROCK ETF TRUSTTEK |
| 2.05% | 1.53% | $444.0万 | 10.4万股 | $304.8万 | 10.8万股 | -4,091股-3.78% | 减仓 |
| TTCW ETF TRUSTXB |
| 1.85% | 2.27% | $401.1万 | 10.2万股 | $453.2万 | 11.5万股 | -1.3万股-11.36% | 减仓 |
| J摩根大通·SHORT DURATION CORE PLUS ETFJSCP |
| 1.81% | 2.23% | $392.7万 | 8.3万股 | $446.5万 | 9.4万股 | -1.1万股-11.76% | 减仓 |
 星巴克SBUX |
| 1.69% | 1.73% | $367.4万 | 3.6万股 | $344.9万 | 3.9万股 | -2,553股-6.63% | 减仓 |
 谷歌AGOOGL |
| 1.53% | 1.35% | $330.8万 | 9,257股 | $270.6万 | 9,410股 | -153股-1.63% | 减仓 |
| F第一信托交易所交易基金FGD |
| 1.29% | 1.37% | $278.8万 | 8.7万股 | $272.9万 | 8.5万股 | +1,710股+2.00% | 加仓 |
| TTCW ETF TRUST TRANSFORM SYSTEMPWRD |
| 1.22% | 1.06% | $265.2万 | 2.2万股 | $211.9万 | 2.2万股 | -107股-0.49% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.18% | 1.05% | $255.3万 | 7,225股 | $210.7万 | 7,345股 | -120股-1.63% | 减仓 |
 泛林集团LRCX |
| 0.9% | 0.53% | $194.8万 | 4,496股 | $106.6万 | 4,990股 | -494股-9.90% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.9% | 1.21% | $194.5万 | 3.4万股 | $242.7万 | 4.3万股 | -8,387股-19.58% | 减仓 |
 英特尔INTC |
| 0.85% | 0.29% | $184.1万 | 1.3万股 | $57.8万 | 1.3万股 | +85股+0.65% | 加仓 |
 AMGEN COMAMGN |
| 0.85% | 0.89% | $183.8万 | 5,076股 | $178.6万 | 5,076股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.7% | 1.17% | $151.0万 | 7,547股 | $234.6万 | 1.3万股 | -5,902股-43.88% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.68% | 0.82% | $146.9万 | 2.4万股 | $164.8万 | 3.0万股 | -5,776股-19.46% | 减仓 |
| V先锋领航全球基金VCR |
| 0.66% | 0.65% | $142.7万 | 3,599股 | $129.2万 | 3,598股 | +1股+0.03% | 加仓 |
 科磊KLAC |
| 0.64% | 0.34% | $137.7万 | 4,564股 | $67.2万 | 456股 | +4,108股+900.88% | 加仓 |
| F第一信托·EXCH TRD ALPHDX FDFEP |
| 0.63% | 0.66% | $136.6万 | 2.4万股 | $131.2万 | 2.4万股 | -84股-0.35% | 减仓 |
 雅培ABT |
| 0.56% | 0.69% | $122.4万 | 1.3万股 | $138.4万 | 1.3万股 | +2股+0.01% | 加仓 |
| BBLUEROCK PVT REAL ESTATE FDBPRE |
| 0.56% | 0.76% | $121.3万 | 9.3万股 | $152.5万 | 9.2万股 | +1,396股+1.52% | 加仓 |
 思科CSCO |
| 0.55% | 0.39% | $118.4万 | 1.0万股 | $78.2万 | 1.0万股 | +1股+0.01% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.54% | 0.51% | $117.1万 | 3.5万股 | $102.6万 | 3.5万股 | -623股-1.77% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.54% | 0.51% | $116.1万 | 1,554股 | $102.1万 | 1,570股 | -16股-1.02% | 减仓 |
 摩根大通JPM |
| 0.52% | 0.51% | $113.1万 | 3,456股 | $101.4万 | 3,446股 | +10股+0.29% | 加仓 |
| S嘉信策略信托SCHD |
| 0.51% | 0.53% | $110.9万 | 3.5万股 | $106.9万 | 3.5万股 | +141股+0.40% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.49% | 0.49% | $106.5万 | 3,560股 | $96.9万 | 3,559股 | +1股+0.03% | 加仓 |
 W.R.伯克利WRB |
| 0.44% | 0.45% | $95.2万 | 1.4万股 | $89.5万 | 1.4万股 | 00.00% | 持仓不变 |
| JJOHN HANCOCK EXCHANGE TRADEDJDVL |
| 0.41% | 0.36% | $88.8万 | 2.8万股 | $71.5万 | 2.6万股 | +1,765股+6.71% | 加仓 |
| TTRUST FOR PROFESSIONAL MANAGSTBF |
| 0.41% | — | $88.8万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| FFIRST TRUST MID CAP COREALPHADEX FUNDFNX |
| 0.41% | 0.41% | $88.2万 | 6,029股 | $81.1万 | 6,326股 | -297股-4.69% | 减仓 |
| SSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETFFNDB |
| 0.39% | 0.38% | $84.6万 | 2.8万股 | $75.5万 | 2.8万股 | +21股+0.08% | 加仓 |
| G通用动力VTI |
| 0.38% | 0.36% | $82.8万 | 2,237股 | $72.4万 | 2,257股 | -20股-0.89% | 减仓 |
 博通AVGO |
| 0.38% | 0.34% | $82.3万 | 2,178股 | $67.0万 | 2,164股 | +14股+0.65% | 加仓 |
 礼来LLY |
| 0.32% | 0.26% | $68.8万 | 574股 | $52.6万 | 572股 | +2股+0.35% | 加仓 |
| IiShares安硕信托DVY |
| 0.3% | 0.32% | $65.8万 | 4,209股 | $63.5万 | 4,192股 | +17股+0.41% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.29% | 0.3% | $63.2万 | 1,264股 | $60.6万 | 1,264股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.28% | 0.27% | $61.7万 | 896股 | $53.6万 | 896股 | 00.00% | 持仓不变 |
 VisaV |
| 0.28% | 0.27% | $60.6万 | 1,766股 | $53.4万 | 1,766股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JPUS |
| 0.27% | 0.27% | $59.2万 | 4,224股 | $54.9万 | 4,219股 | +5股+0.12% | 加仓 |
| S嘉信·USSCHX |
| 0.24% | 0.23% | $52.5万 | 1.8万股 | $45.7万 | 1.8万股 | +7股+0.04% | 加仓 |
