 GE航空GE |
| 6.38% | 5.73% | $3,283.8万 | 8.8万股 | $2,492.5万 | 8.8万股 | +32股+0.04% | 加仓 |
 GE VernovaGEV |
| 4.87% | 4.29% | $2,506.1万 | 2.1万股 | $1,867.6万 | 2.1万股 | -64股-0.30% | 减仓 |
| C资本集团股息价值CCBG |
| 2.42% | 2.41% | $1,248.3万 | 25.3万股 | $1,047.6万 | 24.6万股 | +7,055股+2.86% | 加仓 |
 英伟达NVDA |
| 2.3% | 2.6% | $1,183.4万 | 5.9万股 | $1,132.7万 | 6.5万股 | -5,808股-8.94% | 减仓 |
| I景顺QQQ信托VOO |
| 2.28% | 1.89% | $1,172.8万 | 1.6万股 | $821.9万 | 1.4万股 | +1,685股+11.83% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 2.22% | 2.35% | $1,145.0万 | 49.5万股 | $1,022.6万 | 44.0万股 | +5.5万股+12.40% | 加仓 |
 苹果AAPL |
| 2% | 2.07% | $1,032.4万 | 3.6万股 | $902.4万 | 3.6万股 | +121股+0.34% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 1.89% | 1.41% | $971.4万 | 6.0万股 | $615.7万 | 5.5万股 | +5,209股+9.48% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.72% | 1.58% | $886.5万 | 1.2万股 | $686.8万 | 1.1万股 | +1,311股+12.41% | 加仓 |
| S道富SPYM |
| 1.71% | 1.19% | $879.2万 | 10.0万股 | $517.9万 | 6.8万股 | +3.2万股+47.88% | 加仓 |
| SSPDR道富系列信托SPTM |
| 1.68% | 1.75% | $867.6万 | 9.6万股 | $763.2万 | 9.7万股 | -964股-1.00% | 减仓 |
| S嘉信·USSCHX |
| 1.66% | 1.63% | $854.7万 | 29.0万股 | $708.9万 | 27.6万股 | +1.4万股+5.04% | 加仓 |
 微软MSFT |
| 1.56% | 1.81% | $803.9万 | 2.2万股 | $789.0万 | 2.1万股 | +237股+1.11% | 加仓 |
| IiShares安硕信托IVV |
| 1.44% | 1.3% | $741.2万 | 9,897股 | $567.1万 | 8,682股 | +1,215股+13.99% | 加仓 |
 特斯拉TSLA |
| 1.38% | 1.39% | $709.7万 | 1.7万股 | $603.8万 | 1.6万股 | +631股+3.88% | 加仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 1.3% | 1.38% | $669.3万 | 17.6万股 | $598.7万 | 17.4万股 | +2,331股+1.34% | 加仓 |
| S嘉信策略信托SCHF |
| 1.08% | 1.1% | $558.7万 | 20.2万股 | $479.6万 | 19.4万股 | +7,928股+4.09% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.07% | 1.15% | $550.3万 | 2.3万股 | $499.0万 | 2.3万股 | +50股+0.22% | 加仓 |
| GGMO US QUALITY ETFGMOV |
| 1.04% | 1.1% | $537.4万 | 12.9万股 | $478.5万 | 13.2万股 | -3,146股-2.38% | 减仓 |
 谷歌AGOOGL |
| 1.01% | 0.94% | $518.9万 | 1.5万股 | $410.1万 | 1.4万股 | +260股+1.82% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 1% | 0.97% | $515.2万 | 16.6万股 | $421.3万 | 15.1万股 | +1.4万股+9.50% | 加仓 |
 应用材料AMAT |
| 0.97% | 0.55% | $499.8万 | 6,913股 | $237.5万 | 6,950股 | -37股-0.53% | 减仓 |
| PPUTNAM ETF TRUSTPVAL |
| 0.92% | 0.77% | $473.7万 | 9.3万股 | $334.7万 | 7.2万股 | +2.1万股+28.88% | 加仓 |
 亚马逊AMZN |
| 0.91% | 0.95% | $468.6万 | 2.0万股 | $411.6万 | 2.0万股 | -100股-0.51% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.86% | 0.84% | $445.0万 | 13.2万股 | $364.2万 | 12.5万股 | +6,475股+5.18% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.81% | 0.68% | $416.1万 | 6.1万股 | $296.6万 | 5.1万股 | +1.0万股+20.00% | 加仓 |
| IiShares安硕信托IVW |
| 0.8% | 0.61% | $410.9万 | 3.0万股 | $265.6万 | 2.3万股 | +6,392股+27.22% | 加仓 |
 特斯拉TSLA |
| 0.78% | — | $404.2万 | 9,600股 | $0 | 0股 | +9,600股 | 新买入 |
| IiShares安硕信托IUSB |
| 0.75% | 0.46% | $385.4万 | 8.4万股 | $199.0万 | 4.3万股 | +4.0万股+93.80% | 加仓 |
 摩根大通JPM |
| 0.75% | 0.78% | $384.1万 | 1.2万股 | $340.2万 | 1.2万股 | +170股+1.47% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.66% | 0.58% | $340.6万 | 1.4万股 | $251.0万 | 1.4万股 | -333股-2.41% | 减仓 |
| I景顺·S&PIDMO |
| 0.66% | 0.37% | $339.9万 | 5.6万股 | $162.6万 | 3.0万股 | +2.7万股+90.15% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.65% | 1.67% | $336.9万 | 3.7万股 | $726.0万 | 7.9万股 | -4.2万股-53.59% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.64% | 0.54% | $330.7万 | 5.9万股 | $236.7万 | 4.2万股 | +1.7万股+40.24% | 加仓 |
| G通用动力VTI |
| 0.64% | 0.65% | $327.6万 | 8,853股 | $284.5万 | 8,867股 | -14股-0.16% | 减仓 |
| IiShares安硕信托ICSH |
| 0.62% | 0.73% | $319.4万 | 6.3万股 | $318.0万 | 6.3万股 | +325股+0.52% | 加仓 |
| F第一信托交易所交易基金FYC |
| 0.62% | 0.48% | $317.5万 | 2.4万股 | $210.8万 | 1.9万股 | +4,800股+25.22% | 加仓 |
| PProShares信托QLD |
| 0.6% | — | $311.2万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| PProShares信托SSO |
| 0.6% | — | $310.3万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 思科CSCO |
| 0.59% | 0.46% | $305.2万 | 2.6万股 | $200.3万 | 2.6万股 | +168股+0.65% | 加仓 |
 沃尔玛WMT |
| 0.58% | 0.78% | $298.2万 | 2.6万股 | $337.7万 | 2.7万股 | -845股-3.11% | 减仓 |
| S嘉信策略信托SCHC |
| 0.58% | 0.62% | $298.1万 | 5.6万股 | $268.8万 | 5.5万股 | +1,554股+2.83% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.57% | 0.05% | $295.5万 | 5.8万股 | $20.8万 | 4,114股 | +5.4万股+1,320.35% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.55% | 0.54% | $284.8万 | 1.3万股 | $233.4万 | 1.1万股 | +1,490股+13.48% | 加仓 |
 礼来LLY |
| 0.55% | 0.49% | $282.0万 | 2,351股 | $211.7万 | 2,302股 | +49股+2.13% | 加仓 |
| C资本集团固定收益ETF信托CGMU |
| 0.54% | 0.6% | $278.9万 | 10.2万股 | $259.8万 | 9.6万股 | +5,830股+6.09% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.52% | 0.23% | $265.4万 | 3.5万股 | $99.9万 | 1.5万股 | +2.0万股+139.04% | 加仓 |
| I景顺·BUYBACK ACHIEVERS ETFPKW |
| 0.51% | 0.33% | $264.1万 | 1.9万股 | $145.6万 | 1.1万股 | +7,547股+68.03% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.51% | 0.5% | $263.8万 | 8,782股 | $217.1万 | 8,752股 | +30股+0.34% | 加仓 |
| RROCKET LAB COMRKLB |
| 0.51% | 0.37% | $260.6万 | 2.6万股 | $162.4万 | 2.5万股 | +350股+1.38% | 加仓 |
