| VVANECK IG FLOATING RATE ETFEMLC |
| 9.08% | 9.88% | $3,910.0万 | 152.7万股 | $3,662.6万 | 143.7万股 | +8.9万股+6.21% | 加仓 |
 泛林集团LRCX |
| 8.03% | 4.89% | $3,457.1万 | 8.0万股 | $1,812.2万 | 8.5万股 | -5,036股-5.94% | 减仓 |
 苹果AAPL |
| 5.45% | 5.53% | $2,344.2万 | 8.1万股 | $2,048.9万 | 8.1万股 | +282股+0.35% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 5.39% | 5.83% | $2,318.9万 | 9.8万股 | $2,159.6万 | 10.0万股 | -2,422股-2.41% | 减仓 |
 卡特彼勒CAT |
| 5.13% | 4.17% | $2,210.0万 | 2.1万股 | $1,544.0万 | 2.2万股 | -1,041股-4.78% | 减仓 |
| J骏利亨德森JAAA |
| 4.7% | 5.41% | $2,022.2万 | 40.1万股 | $2,003.9万 | 39.8万股 | +2,677股+0.67% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 4.01% | 3.79% | $1,727.2万 | 14.2万股 | $1,404.6万 | 14.0万股 | +2,030股+1.45% | 加仓 |
| IiShares安硕信托IVV |
| 3.88% | 4.05% | $1,667.9万 | 2.2万股 | $1,500.2万 | 2.3万股 | -694股-3.02% | 减仓 |
| V先锋领航指数基金VUG |
| 3.68% | 3.55% | $1,585.2万 | 18.4万股 | $1,314.3万 | 3.0万股 | +15.4万股+511.57% | 加仓 |
 思科CSCO |
| 3.24% | 2.49% | $1,394.8万 | 11.9万股 | $921.7万 | 11.9万股 | -46股-0.04% | 减仓 |
 摩根大通JPM |
| 2.93% | 3.02% | $1,259.8万 | 3.8万股 | $1,117.5万 | 3.8万股 | +498股+1.31% | 加仓 |
| V先锋领航指数基金VOT |
| 2.86% | 2.67% | $1,232.3万 | 4.0万股 | $988.5万 | 3.8万股 | +1,822股+4.74% | 加仓 |
 VALERO ENERGY COMVLO |
| 2.73% | 2.99% | $1,175.8万 | 4.5万股 | $1,108.3万 | 4.5万股 | +287股+0.64% | 加仓 |
| BBANK OF AMERBAC |
| 2.54% | 2.44% | $1,092.1万 | 19.2万股 | $904.5万 | 18.6万股 | +6,131股+3.30% | 加仓 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 2.53% | 2.54% | $1,087.3万 | 13.1万股 | $942.0万 | 13.0万股 | +1,003股+0.77% | 加仓 |
 强生JNJ |
| 2.46% | 2.7% | $1,060.4万 | 4.2万股 | $999.3万 | 4.1万股 | +873股+2.14% | 加仓 |
 AMGEN COMAMGN |
| 2.26% | 2.47% | $974.3万 | 2.7万股 | $914.1万 | 2.6万股 | +927股+3.57% | 加仓 |
 微软MSFT |
| 2.22% | 2.36% | $956.8万 | 2.6万股 | $874.9万 | 2.4万股 | +2,014股+8.52% | 加仓 |
| F第一信托·UST DORSEY WRIGHT FOCUS 5 ETFFV |
| 2.12% | 1.96% | $913.6万 | 12.0万股 | $727.8万 | 12.0万股 | -30股-0.02% | 减仓 |
 艾伯维ABBV |
| 2.11% | 0.19% | $909.7万 | 3.6万股 | $69.0万 | 3,172股 | +3.3万股+1,039.72% | 加仓 |
 家得宝HD |
| 1.95% | 1.97% | $840.4万 | 2.4万股 | $728.6万 | 2.2万股 | +1,675股+7.56% | 加仓 |
| TTCW ETF TRUST TRANSFORM SYSTEMPWRD |
| 1.95% | 0.07% | $839.1万 | 6.8万股 | $25.8万 | 2,638股 | +6.6万股+2,486.92% | 加仓 |
| Q高通QCOM |
| 1.49% | 1.11% | $641.4万 | 3.5万股 | $411.4万 | 3.2万股 | +2,762股+8.65% | 加仓 |
| CCRHCRH |
| 1.31% | 1.38% | $565.8万 | 5.3万股 | $509.8万 | 4.8万股 | +4,376股+9.02% | 加仓 |
 亚马逊AMZN |
| 1.01% | 0.99% | $434.0万 | 1.8万股 | $365.7万 | 1.8万股 | +649股+3.70% | 加仓 |
 英伟达NVDA |
| 1.01% | 0.99% | $432.6万 | 2.2万股 | $365.5万 | 2.1万股 | +661股+3.15% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.96% | — | $415.1万 | 8,150股 | $0 | 0股 | +8,150股 | 新买入 |
 谷歌AGOOGL |
| 0.83% | 0.74% | $356.5万 | 9,976股 | $272.8万 | 9,488股 | +488股+5.14% | 加仓 |
| C花旗集团C |
| 0.61% | 0.56% | $262.5万 | 1.9万股 | $208.4万 | 1.8万股 | +386股+2.10% | 加仓 |
 雷神技术RTX |
| 0.6% | 0.71% | $258.3万 | 1.4万股 | $262.4万 | 1.4万股 | +7股+0.05% | 加仓 |
| VVanEck·CLO ETFCLOI |
| 0.42% | — | $179.3万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 雪佛龙CVX |
| 0.4% | 0.58% | $173.4万 | 1.0万股 | $215.1万 | 1.0万股 | +62股+0.60% | 加仓 |
 Meta平台META |
| 0.36% | 0.41% | $156.0万 | 2,770股 | $151.8万 | 2,653股 | +117股+4.41% | 加仓 |
 嘉信理财SCHW |
| 0.34% | 0.39% | $147.0万 | 1.6万股 | $143.6万 | 1.5万股 | +656股+4.29% | 加仓 |
 礼来LLY |
| 0.32% | 0.3% | $138.3万 | 1,153股 | $110.0万 | 1,196股 | -43股-3.60% | 减仓 |
| IiShares安硕信托ICSH |
| 0.3% | 0.33% | $128.2万 | 2.5万股 | $123.4万 | 2.4万股 | +970股+3.98% | 加仓 |
 卡地纳健康CAH |
| 0.3% | 0.3% | $127.4万 | 5,361股 | $113.0万 | 5,348股 | +13股+0.24% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.29% | 0.3% | $125.6万 | 3.7万股 | $110.4万 | 3.8万股 | -761股-2.01% | 减仓 |
 波音BA |
| 0.26% | 0.28% | $113.5万 | 5,244股 | $103.4万 | 5,195股 | +49股+0.94% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.25% | — | $109.7万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 好市多COST |
| 0.25% | 0.31% | $106.4万 | 1,138股 | $113.2万 | 1,136股 | +2股+0.18% | 加仓 |
| IiShares安硕信托ITA |
| 0.24% | 0.25% | $103.8万 | 4,284股 | $93.6万 | 4,281股 | +3股+0.07% | 加仓 |
| S嘉信策略信托SCHD |
| 0.24% | 0.26% | $102.7万 | 3.2万股 | $95.9万 | 3.1万股 | +1,125股+3.60% | 加仓 |
 AMD超威AMD |
| 0.23% | 0.1% | $100.9万 | 1,737股 | $37.9万 | 1,862股 | -125股-6.71% | 减仓 |
 CrowdStrikeCRWD |
| 0.23% | 0.12% | $98.2万 | 1,287股 | $44.7万 | 1,144股 | +143股+12.50% | 加仓 |
| I景顺QQQ信托VOO |
| 0.22% | — | $96.3万 | 1,308股 | $0 | 0股 | +1,308股 | 新买入 |
 美国合众银行USB |
| 0.22% | 0.22% | $96.3万 | 1.6万股 | $82.1万 | 1.6万股 | +155股+0.98% | 加仓 |
 沃尔玛WMT |
| 0.21% | 0.27% | $91.9万 | 8,114股 | $100.8万 | 8,112股 | +2股+0.02% | 加仓 |
| V先锋领航指数基金VBK |
| 0.21% | 0.2% | $89.6万 | 2,451股 | $74.0万 | 2,449股 | +2股+0.08% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.19% | 0.2% | $81.3万 | 5,145股 | $73.4万 | 4,956股 | +189股+3.81% | 加仓 |
