| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 8.91% | 9.86% | $3,127.2万 | 61.8万股 | $3,081.9万 | 60.9万股 | +9,433股+1.55% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 4.26% | 4.71% | $1,495.4万 | 18.2万股 | $1,472.4万 | 17.8万股 | +3,805股+2.13% | 加仓 |
 谷歌AGOOGL |
| 4.02% | 3.64% | $1,409.6万 | 3.9万股 | $1,136.7万 | 4.0万股 | -86股-0.22% | 减仓 |
| CCAPITAL INTERNATIONAL EQUITY ETFCGIE |
| 3.98% | 4.12% | $1,397.9万 | 38.0万股 | $1,286.6万 | 38.0万股 | -375股-0.10% | 减仓 |
| I景顺QQQ信托VOO |
| 3.78% | — | $1,326.2万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| IiShares安硕·MSCIQUAL |
| 3.66% | 3.52% | $1,284.9万 | 5.9万股 | $1,099.5万 | 5.7万股 | +1,234股+2.15% | 加仓 |
| IiShares安硕·COREIJH |
| 3.35% | 3.31% | $1,175.8万 | 15.2万股 | $1,034.8万 | 15.3万股 | -755股-0.49% | 减仓 |
 博通AVGO |
| 2.99% | 2.82% | $1,051.0万 | 2.8万股 | $879.7万 | 2.8万股 | -601股-2.11% | 减仓 |
 伊顿ETN |
| 2.55% | 2.44% | $895.3万 | 2.1万股 | $762.1万 | 2.1万股 | -297股-1.39% | 减仓 |
 摩根大通JPM |
| 2.45% | 2.47% | $860.2万 | 2.6万股 | $770.9万 | 2.6万股 | +72股+0.27% | 加仓 |
 VisaV |
| 2.35% | 2.31% | $825.5万 | 2.4万股 | $721.2万 | 2.4万股 | +198股+0.83% | 加仓 |
 微软MSFT |
| 2.32% | 2.63% | $813.8万 | 2.2万股 | $822.9万 | 2.2万股 | -414股-1.86% | 减仓 |
 好市多COST |
| 2.15% | 2.57% | $755.9万 | 8,080股 | $802.3万 | 8,052股 | +28股+0.35% | 加仓 |
| SSPDR行业精选信托XLRE |
| 2.12% | 2.19% | $744.6万 | 16.9万股 | $685.5万 | 16.8万股 | +1,219股+0.73% | 加仓 |
 雷神技术RTX |
| 2.11% | 2.4% | $742.0万 | 3.9万股 | $750.3万 | 3.9万股 | +208股+0.53% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.06% | 2.36% | $722.9万 | 12.8万股 | $738.9万 | 13.0万股 | -2,379股-1.82% | 减仓 |
 英伟达NVDA |
| 2.03% | 1.97% | $712.2万 | 3.6万股 | $614.2万 | 3.5万股 | +373股+1.06% | 加仓 |
 亚马逊AMZN |
| 1.95% | 1.91% | $684.0万 | 2.9万股 | $597.3万 | 2.9万股 | +19股+0.07% | 加仓 |
 礼来LLY |
| 1.92% | 1.45% | $675.4万 | 5,631股 | $454.0万 | 4,936股 | +695股+14.08% | 加仓 |
| N新纪元能源NEE |
| 1.91% | 2.2% | $671.9万 | 7.7万股 | $688.4万 | 7.4万股 | +2,432股+3.28% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 1.84% | 1.91% | $646.0万 | 12.7万股 | $597.1万 | 11.7万股 | +9,537股+8.14% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.83% | 1.86% | $641.6万 | 2.7万股 | $580.4万 | 2.7万股 | +127股+0.47% | 加仓 |
 AVANTIS INTLNGG |
| 1.66% | 1.59% | $581.4万 | 6.5万股 | $495.8万 | 5.8万股 | +6,739股+11.53% | 加仓 |
 林德LIN |
| 1.63% | 1.73% | $571.7万 | 1.1万股 | $539.3万 | 1.1万股 | +137股+1.26% | 加仓 |
 苹果AAPL |
| 1.6% | 1.6% | $562.5万 | 1.9万股 | $500.6万 | 2.0万股 | -287股-1.46% | 减仓 |
 AMGEN COMAMGN |
| 1.56% | 1.68% | $546.7万 | 1.5万股 | $523.7万 | 1.5万股 | +214股+1.44% | 加仓 |
 雪佛龙CVX |
| 1.55% | 2.13% | $545.4万 | 3.3万股 | $664.9万 | 3.2万股 | +770股+2.40% | 加仓 |
| J骏利亨德森JAAA |
| 1.37% | 1.39% | $479.7万 | 9.5万股 | $435.7万 | 8.6万股 | +8,519股+9.85% | 加仓 |
 家得宝HD |
| 1.36% | 1.46% | $476.5万 | 1.4万股 | $456.5万 | 1.4万股 | -367股-2.64% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.21% | 1.26% | $425.0万 | 2.7万股 | $395.3万 | 2.7万股 | +199股+0.75% | 加仓 |
| RRBB FUND TRUSTFEOE |
| 1.18% | 1.19% | $412.3万 | 7.7万股 | $370.8万 | 7.3万股 | +3,743股+5.09% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.13% | 1.34% | $396.4万 | 6.7万股 | $419.2万 | 7.0万股 | -3,196股-4.54% | 减仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 1.1% | 1.08% | $386.9万 | 10.2万股 | $337.6万 | 9.8万股 | +3,827股+3.90% | 加仓 |
| C资本集团固定收益ETF信托CGMU |
| 1.05% | 0.97% | $367.5万 | 13.4万股 | $304.3万 | 11.2万股 | +2.2万股+19.36% | 加仓 |
| C资本集团股息价值CCBG |
| 1.03% | 0.99% | $361.3万 | 7.3万股 | $308.2万 | 7.2万股 | +874股+1.21% | 加仓 |
 黑石集团BX |
| 0.92% | 0.96% | $322.4万 | 2.7万股 | $299.1万 | 2.6万股 | +1,392股+5.35% | 加仓 |
 思科CSCO |
| 0.78% | 0.58% | $272.0万 | 2.3万股 | $181.6万 | 2.3万股 | -247股-1.06% | 减仓 |
 甲骨文ORCL |
| 0.69% | 0.77% | $241.8万 | 1.6万股 | $241.9万 | 1.6万股 | +54股+0.33% | 加仓 |
| A美国世纪ETF信托AVSC |
| 0.63% | 0.55% | $221.3万 | 3.0万股 | $170.7万 | 2.7万股 | +2,773股+10.12% | 加仓 |
 高露洁CL |
| 0.59% | 0.62% | $207.1万 | 2.3万股 | $192.5万 | 2.3万股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.54% | 0.89% | $190.3万 | 2.1万股 | $277.5万 | 2.7万股 | -6,056股-22.41% | 减仓 |
| FFIRST EAGLE GLOBAL EQUITY ETFFEGE |
| 0.52% | 0.57% | $184.1万 | 3.8万股 | $176.8万 | 3.8万股 | +22股+0.06% | 加仓 |
| TT. ROWE PRICE SMALL-MID CAP ETFTMSL |
| 0.44% | 0.37% | $154.2万 | 3.5万股 | $115.0万 | 3.1万股 | +3,791股+12.09% | 加仓 |
 Meta平台META |
| 0.43% | 0.53% | $151.9万 | 2,696股 | $164.9万 | 2,882股 | -186股-6.45% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.43% | 0.46% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSD |
| 0.4% | — | $140.3万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 威廉姆斯WMB |
| 0.36% | 0.4% | $127.5万 | 1.7万股 | $124.1万 | 1.7万股 | +100股+0.59% | 加仓 |
 PALO ALTOPANW |
| 0.34% | 0.18% | $119.9万 | 3,516股 | $57.5万 | 3,586股 | -70股-1.95% | 减仓 |
 百事可乐PEP |
| 0.34% | 0.44% | $118.6万 | 8,757股 | $137.9万 | 8,883股 | -126股-1.42% | 减仓 |
 艾伯维ABBV |
| 0.32% | 0.3% | $110.9万 | 4,409股 | $94.6万 | 4,349股 | +60股+1.38% | 加仓 |
