| F富达·MERRIMACK STR TRFBND |
| 6.71% | 7.75% | $1,581.3万 | 34.8万股 | $1,626.5万 | 35.7万股 | -8,927股-2.50% | 减仓 |
| V先锋领航·TOTALBND |
| 5.87% | 6.94% | $1,384.0万 | 18.9万股 | $1,457.7万 | 19.8万股 | -9,415股-4.76% | 减仓 |
| I景顺QQQ信托VOO |
| 5.77% | — | $1,360.9万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 波音BA |
| 5.36% | 5.32% | $1,263.5万 | 5.8万股 | $1,116.2万 | 5.6万股 | +2,286股+4.08% | 加仓 |
| SSPDR标普500 ETFSPY |
| 5.02% | 4.89% | $1,184.0万 | 1.6万股 | $1,027.1万 | 1.6万股 | +61股+0.39% | 加仓 |
 苹果AAPL |
| 4.7% | 4.26% | $1,108.2万 | 3.8万股 | $894.0万 | 3.5万股 | +3,071股+8.72% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 4.08% | 3.99% | $961.4万 | 4.5万股 | $837.5万 | 4.4万股 | +1,550股+3.55% | 加仓 |
 GE航空GE |
| 3.91% | 3.23% | $921.9万 | 2.5万股 | $677.7万 | 2.4万股 | +787股+3.30% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 3.78% | 3.5% | $891.5万 | 3.0万股 | $734.6万 | 3.0万股 | +50股+0.17% | 加仓 |
 思科CSCO |
| 3.76% | 2.78% | $887.7万 | 7.6万股 | $584.2万 | 7.5万股 | +280股+0.37% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 3.4% | 3.28% | $801.4万 | 1.1万股 | $688.5万 | 1.1万股 | +230股+2.06% | 加仓 |
 亚马逊AMZN |
| 3.33% | 2.33% | $786.3万 | 3.3万股 | $489.7万 | 2.4万股 | +9,475股+40.29% | 加仓 |
 GE VernovaGEV |
| 2.53% | 2.13% | $597.8万 | 5,088股 | $446.4万 | 5,114股 | -26股-0.51% | 减仓 |
| SSPDR黄金信托GLD |
| 1.78% | 2.36% | $419.8万 | 1.1万股 | $494.5万 | 1.1万股 | -98股-0.85% | 减仓 |
| V先锋领航全球基金VGT |
| 1.58% | 1.34% | $371.7万 | 3.1万股 | $280.3万 | 4,017股 | +2.7万股+674.13% | 加仓 |
| IiShares安硕信托DVY |
| 1.54% | 1.66% | $364.2万 | 2.3万股 | $347.8万 | 2.3万股 | +335股+1.46% | 加仓 |
 礼来LLY |
| 1.54% | 1.37% | $364.0万 | 3,035股 | $288.0万 | 3,131股 | -96股-3.07% | 减仓 |
 联合包裹UPSUPS |
| 1.54% | 1.51% | $363.5万 | 3.4万股 | $316.0万 | 3.2万股 | +1,696股+5.28% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.41% | 1.48% | $333.4万 | 3.2万股 | $311.3万 | 3.2万股 | +51股+0.16% | 加仓 |
| S道富XLI |
| 1.38% | 1.35% | $325.6万 | 1.8万股 | $283.9万 | 1.8万股 | +29股+0.17% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.35% | 1.37% | $317.2万 | 6,340股 | $287.5万 | 6,000股 | +340股+5.67% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.31% | 1.34% | $308.0万 | 1.9万股 | $281.0万 | 1.9万股 | +248股+1.29% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.3% | 1.69% | $306.9万 | 5.8万股 | $354.8万 | 5.8万股 | -138股-0.24% | 减仓 |
 卡特彼勒CAT |
| 1.24% | 0.92% | $292.0万 | 2,742股 | $193.8万 | 2,736股 | +6股+0.22% | 加仓 |
| SSPDR行业精选信托XLF |
| 1.22% | 1.25% | $287.0万 | 5.4万股 | $261.7万 | 5.3万股 | +537股+1.01% | 加仓 |
| G通用动力VTI |
| 1.21% | 1.21% | $286.5万 | 7,742股 | $254.9万 | 7,946股 | -204股-2.57% | 减仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 1.19% | 1.23% | $280.3万 | 15.6万股 | $257.3万 | 16.2万股 | -5,674股-3.50% | 减仓 |
 德州仪器TXN |
| 1.14% | 0.84% | $269.1万 | 9,028股 | $176.6万 | 9,095股 | -67股-0.74% | 减仓 |
| SSPDR行业精选信托XLP |
| 1.14% | 1.23% | $268.9万 | 3.2万股 | $258.9万 | 3.2万股 | +786股+2.49% | 加仓 |
 ALTRIAMO |
| 0.95% | 0.98% | $224.5万 | 3.1万股 | $205.6万 | 3.1万股 | +48股+0.15% | 加仓 |
 埃克森美孚XOM |
| 0.93% | 1.46% | $219.7万 | 1.6万股 | $306.9万 | 1.8万股 | -2,020股-11.17% | 减仓 |
 沃尔玛WMT |
| 0.92% | 1.2% | $217.3万 | 1.9万股 | $252.8万 | 2.0万股 | -1,153股-5.67% | 减仓 |
 微软MSFT |
| 0.86% | 0.96% | $203.5万 | 5,456股 | $202.3万 | 5,464股 | -8股-0.15% | 减仓 |
| BBANK OF AMERBAC |
| 0.68% | 0.66% | $160.1万 | 2.8万股 | $138.4万 | 2.8万股 | -296股-1.04% | 减仓 |
| GGE医疗GEHC |
| 0.64% | 0.54% | $151.2万 | 2.4万股 | $113.5万 | 1.6万股 | +7,679股+48.15% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.64% | 0.74% | $150.6万 | 4.1万股 | $155.5万 | 4.1万股 | -120股-0.29% | 减仓 |
 英伟达NVDA |
| 0.59% | 0.58% | $138.0万 | 6,897股 | $122.0万 | 6,996股 | -99股-1.42% | 减仓 |
 甲骨文ORCL |
| 0.57% | 0.65% | $135.4万 | 9,242股 | $136.1万 | 9,250股 | -8股-0.09% | 减仓 |
| IiShares安硕信托LQD |
| 0.56% | 0.64% | $133.2万 | 1.2万股 | $135.4万 | 1.2万股 | -206股-1.66% | 减仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 0.56% | 0.59% | $133.0万 | 3.2万股 | $123.2万 | 3.5万股 | -2,252股-6.51% | 减仓 |
 宝洁PG |
| 0.56% | 0.63% | $132.5万 | 9,039股 | $131.9万 | 9,134股 | -95股-1.04% | 减仓 |
| FFIDELITY FUNDAMENTAL SMALL-MID CAP ETFFFSM |
| 0.54% | — | $127.6万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 谷歌AGOOGL |
| 0.46% | 0.39% | $108.1万 | 3,024股 | $82.4万 | 2,865股 | +159股+5.55% | 加仓 |
 英特尔INTC |
| 0.43% | 0.15% | $102.3万 | 7,325股 | $32.3万 | 7,325股 | 00.00% | 持仓不变 |
| IiShares安硕信托PFF |
| 0.43% | 0.49% | $102.2万 | 3.4万股 | $102.3万 | 3.4万股 | -216股-0.64% | 减仓 |
 家得宝HD |
| 0.42% | 0.45% | $99.4万 | 2,818股 | $95.0万 | 2,889股 | -71股-2.46% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.39% | 0.41% | $92.5万 | 5,113股 | $85.1万 | 5,147股 | -34股-0.66% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.37% | 0.42% | $87.8万 | 1.9万股 | $87.9万 | 1.9万股 | +207股+1.08% | 加仓 |
 摩根大通JPM |
| 0.32% | 0.32% | $74.7万 | 2,281股 | $67.0万 | 2,278股 | +3股+0.13% | 加仓 |
 好市多COST |
| 0.3% | 0.36% | $71.9万 | 768股 | $76.5万 | 768股 | 00.00% | 持仓不变 |
