| IiShares安硕信托IVV |
| 20.87% | 21.75% | $4,421.5万 | 5.9万股 | $3,891.4万 | 6.0万股 | -540股-0.91% | 减仓 |
| V先锋领航指数基金VOO |
| 10.79% | 0.13% | $2,285.5万 | 3.1万股 | $23.9万 | 399股 | +3.1万股+7,679.95% | 加仓 |
 英伟达NVDA |
| 8.51% | 8.73% | $1,802.9万 | 9.0万股 | $1,561.9万 | 9.0万股 | +467股+0.52% | 加仓 |
| IiShares安硕·COREIJH |
| 5.01% | 5.15% | $1,062.4万 | 13.8万股 | $921.9万 | 13.7万股 | +1,253股+0.92% | 加仓 |
 微软MSFT |
| 4.04% | 5.31% | $855.6万 | 2.3万股 | $949.7万 | 2.6万股 | -2,721股-10.60% | 减仓 |
| IiShares安硕信托IDEV |
| 3.61% | 3.99% | $764.7万 | 8.6万股 | $714.2万 | 8.5万股 | +448股+0.52% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 3.31% | 3.2% | $701.7万 | 6.5万股 | $572.6万 | 6.3万股 | +2,506股+4.01% | 加仓 |
| IiShares安硕信托LQD |
| 3.15% | 3.76% | $667.1万 | 6.1万股 | $673.3万 | 6.2万股 | -614股-0.99% | 减仓 |
 苹果AAPL |
| 2.99% | 3.08% | $633.3万 | 2.2万股 | $551.0万 | 2.2万股 | +176股+0.81% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.56% | 2.12% | $542.8万 | 2.8万股 | $378.7万 | 2.8万股 | -3股-0.01% | 减仓 |
| BBANK OF AMERBAC |
| 2.26% | 2.28% | $479.0万 | 8.4万股 | $408.6万 | 8.4万股 | +247股+0.29% | 加仓 |
 Bloom EnergyBE |
| 1.96% | 1.04% | $414.6万 | 1.4万股 | $185.4万 | 1.4万股 | +5股+0.04% | 加仓 |
 PALO ALTOPANW |
| 1.95% | 1.13% | $412.6万 | 1.2万股 | $201.6万 | 1.3万股 | -472股-3.75% | 减仓 |
| IiShares安硕·COREIJR |
| 1.5% | 1.41% | $317.3万 | 2.1万股 | $252.7万 | 2.0万股 | +1,065股+5.24% | 加仓 |
| IiShares安硕信托HYG |
| 1.39% | 1.69% | $294.9万 | 3.7万股 | $301.7万 | 3.8万股 | -1,050股-2.77% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.36% | 1.92% | $288.5万 | 6,284股 | $343.2万 | 7,077股 | -793股-11.21% | 减仓 |
 博通AVGO |
| 1.17% | 0.69% | $247.8万 | 6,560股 | $123.6万 | 3,992股 | +2,568股+64.33% | 加仓 |
| IiShares安硕信托DVY |
| 1.07% | 1.16% | $227.2万 | 1.5万股 | $207.0万 | 1.4万股 | +823股+6.01% | 加仓 |
 谷歌AGOOGL |
| 0.91% | 0.78% | $193.4万 | 5,410股 | $140.4万 | 4,884股 | +526股+10.77% | 加仓 |
 亚马逊AMZN |
| 0.82% | 0.9% | $173.2万 | 7,266股 | $160.8万 | 7,726股 | -460股-5.95% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.78% | 0.74% | $164.7万 | 4,661股 | $131.8万 | 4,596股 | +65股+1.41% | 加仓 |
 卡特彼勒CAT |
| 0.68% | 0.55% | $144.9万 | 1,361股 | $97.5万 | 1,377股 | -16股-1.16% | 减仓 |
| EETF系列解决方案QTUM |
| 0.63% | 0.25% | $133.9万 | 8,098股 | $45.3万 | 4,226股 | +3,872股+91.62% | 加仓 |
| V先锋领航指数基金VV |
| 0.62% | 0.64% | $132.2万 | 3,844股 | $113.6万 | 3,802股 | +42股+1.10% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.54% | 0.62% | $115.0万 | 1.1万股 | $110.1万 | 1.1万股 | -266股-2.35% | 减仓 |
| GGlobal X基金AIQ |
| 0.54% | 0.49% | $114.5万 | 1.7万股 | $87.6万 | 1.9万股 | -1,325股-7.06% | 减仓 |
 贝莱德·SCIENCE & TECHNOLOBST |
| 0.53% | 0.63% | $111.8万 | 2.2万股 | $112.3万 | 3.1万股 | -8,839股-28.38% | 减仓 |
 礼来LLY |
| 0.51% | 0.46% | $107.1万 | 893股 | $82.1万 | 893股 | 00.00% | 持仓不变 |
 BLACKROCK ENHANCED EQUITY DIVI COMBDJ |
| 0.44% | 0.46% | $93.1万 | 9.7万股 | $82.6万 | 9.7万股 | +849股+0.88% | 加仓 |
 CALAMOS STRATEGIC TOTALCSQ |
| 0.44% | 0.41% | $92.4万 | 4.5万股 | $73.0万 | 4.3万股 | +1,816股+4.19% | 加仓 |
 埃克森美孚XOM |
| 0.44% | 0.68% | $92.2万 | 6,745股 | $122.2万 | 7,202股 | -457股-6.35% | 减仓 |
 泛林集团LRCX |
| 0.43% | — | $90.6万 | 2,090股 | $0 | 0股 | +2,090股 | 新买入 |
 EATON VANCEETY |
| 0.42% | 0.37% | $89.9万 | 6.2万股 | $65.4万 | 4.8万股 | +1.4万股+28.60% | 加仓 |
| SSPDR行业精选信托XLU |
| 0.42% | 0.5% | $89.3万 | 2.0万股 | $89.4万 | 1.9万股 | +33股+0.17% | 加仓 |
 Meta平台META |
| 0.42% | 0.55% | $88.8万 | 1,576股 | $97.6万 | 1,706股 | -130股-7.62% | 减仓 |
 爱迪生联合电气ED |
| 0.41% | 0.5% | $86.9万 | 7,852股 | $88.7万 | 7,841股 | +11股+0.14% | 加仓 |
 美光科技MU |
| 0.4% | 0.14% | $85.4万 | 740股 | $25.5万 | 755股 | -15股-1.99% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 0.39% | 0.45% | $83.4万 | 3,101股 | $80.2万 | 3,480股 | -379股-10.89% | 减仓 |
| I景顺交易所交易基金信托PNQI |
| 0.37% | 0.47% | $79.4万 | 1.7万股 | $83.7万 | 1.9万股 | -1,306股-6.98% | 减仓 |
 GE航空GE |
| 0.36% | 0.49% | $76.6万 | 2,048股 | $86.9万 | 3,063股 | -1,015股-33.14% | 减仓 |
 台积电TSM |
| 0.36% | 0.28% | $76.2万 | 1,596股 | $50.1万 | 1,483股 | +113股+7.62% | 加仓 |
| AADVANCED ENERGY INDSAEIS |
| 0.35% | 0.36% | $74.8万 | 2,005股 | $64.7万 | 2,005股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.35% | 0.46% | $74.5万 | 6,576股 | $81.6万 | 6,566股 | +10股+0.15% | 加仓 |
| VVIRTUS EQUITY & CONV INCM FDNIE |
| 0.33% | 0.27% | $69.0万 | 2.6万股 | $48.2万 | 2.1万股 | +5,045股+24.43% | 加仓 |
 COLUMBIA SELIGM PREM TECH GRSTK |
| 0.31% | 0.39% | $66.0万 | 1.2万股 | $70.5万 | 1.9万股 | -6,329股-34.06% | 减仓 |
| IiShares安硕信托HDV |
| 0.31% | 0.38% | $65.8万 | 2.4万股 | $67.1万 | 4,947股 | +1.9万股+385.59% | 加仓 |
 南方电力SO |
| 0.31% | 0.37% | $65.4万 | 6,830股 | $66.9万 | 6,935股 | -105股-1.51% | 减仓 |
 EATON VANCE ENHANCED EQUITYEOI |
| 0.31% | 0.23% | $65.2万 | 3.3万股 | $40.4万 | 2.2万股 | +1.2万股+54.35% | 加仓 |
| IiShares安硕信托EEM |
| 0.31% | 0.25% | $65.1万 | 9,516股 | $45.1万 | 7,947股 | +1,569股+19.74% | 加仓 |
 AMD超威AMD |
| 0.29% | 0.14% | $60.6万 | 1,044股 | $24.6万 | 1,209股 | -165股-13.65% | 减仓 |
