 苹果AAPL |
| 5.57% | 5.29% | $3,702.9万 | 12.8万股 | $3,195.9万 | 12.6万股 | +2,040股+1.62% | 加仓 |
| EEA SERIES TRUSTFDIV |
| 5.52% | 6.14% | $3,666.6万 | 132.1万股 | $3,710.6万 | 138.8万股 | -6.7万股-4.86% | 减仓 |
 英伟达NVDA |
| 4.06% | 3.87% | $2,697.5万 | 13.5万股 | $2,340.7万 | 13.4万股 | +598股+0.45% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 3.74% | 5.81% | $2,481.8万 | 49.1万股 | $3,508.7万 | 69.3万股 | -20.3万股-29.21% | 减仓 |
| V先锋领航·MALVERN FDSVCRB |
| 3.69% | 3.67% | $2,451.2万 | 31.7万股 | $2,218.4万 | 28.7万股 | +3.1万股+10.71% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 3.34% | 4.77% | $2,217.3万 | 56.2万股 | $2,884.2万 | 72.6万股 | -16.4万股-22.62% | 减仓 |
| IiShares安硕信托DIVB |
| 2.87% | 2.75% | $1,907.1万 | 31.0万股 | $1,661.2万 | 30.8万股 | +1,680股+0.55% | 加仓 |
| NNORTHERN LTS FD TR IVBUYW |
| 2.65% | 2.02% | $1,763.6万 | 122.0万股 | $1,219.3万 | 86.6万股 | +35.4万股+40.93% | 加仓 |
| V先锋领航市政债券基金VCRM |
| 2.46% | 2.87% | $1,635.7万 | 21.4万股 | $1,731.8万 | 23.0万股 | -1.6万股-7.09% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 2.36% | 1.46% | $1,566.7万 | 59.1万股 | $882.0万 | 33.7万股 | +25.4万股+75.49% | 加仓 |
 谷歌AGOOGL |
| 2.27% | 1.94% | $1,510.4万 | 4.2万股 | $1,175.3万 | 4.1万股 | +1,393股+3.41% | 加仓 |
 亚马逊AMZN |
| 1.99% | 1.89% | $1,323.2万 | 5.6万股 | $1,140.5万 | 5.5万股 | +756股+1.38% | 加仓 |
| EEA SERIES TRUSTFMTM |
| 1.87% | 1.53% | $1,245.5万 | 28.5万股 | $926.3万 | 26.6万股 | +1.9万股+7.11% | 加仓 |
 微软MSFT |
| 1.87% | 1.77% | $1,242.3万 | 3.3万股 | $1,069.5万 | 2.9万股 | +4,412股+15.27% | 加仓 |
 特斯拉TSLA |
| 1.86% | 1.54% | $1,233.7万 | 2.9万股 | $932.8万 | 2.5万股 | +4,239股+16.89% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.64% | 1.67% | $1,092.0万 | 4.5万股 | $1,008.5万 | 4.6万股 | -1,481股-3.19% | 减仓 |
| V先锋领航STAR基金VXUS |
| 1.59% | 1.38% | $1,053.9万 | 12.3万股 | $832.1万 | 10.8万股 | +1.5万股+14.23% | 加仓 |
 联合健康UNH |
| 1.56% | 1.11% | $1,038.9万 | 2.5万股 | $669.8万 | 2.5万股 | +130股+0.52% | 加仓 |
 联合包裹UPSUPS |
| 1.55% | 1.05% | $1,026.8万 | 9.6万股 | $633.3万 | 6.6万股 | +3.0万股+45.25% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.5% | 2.3% | $995.9万 | 19.7万股 | $1,387.4万 | 27.8万股 | -8.1万股-29.20% | 减仓 |
| V先锋领航债券指数基金BIV |
| 1.48% | 1.48% | $980.6万 | 12.8万股 | $892.8万 | 11.6万股 | +1.2万股+10.52% | 加仓 |
| AAMERICAN CENTY ETF TRCATF |
| 1.47% | 1.13% | $976.3万 | 19.4万股 | $684.8万 | 13.7万股 | +5.7万股+41.29% | 加仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 1.45% | 1.42% | $962.2万 | 12.8万股 | $855.4万 | 11.4万股 | +1.3万股+11.70% | 加仓 |
 博通AVGO |
| 1.23% | 1.12% | $817.4万 | 2.2万股 | $677.2万 | 2.2万股 | -241股-1.10% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.23% | 0.94% | $814.7万 | 4.3万股 | $567.2万 | 4.3万股 | +81股+0.19% | 加仓 |
| IINVESCO AAA CLO FLOATINGRATE NOTE ETFICLO |
| 1.19% | 0.36% | $793.1万 | 31.0万股 | $214.8万 | 8.4万股 | +22.6万股+268.22% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.19% | 1.09% | $790.2万 | 1.6万股 | $657.7万 | 1.4万股 | +2,067股+15.06% | 加仓 |
 TARGET COMTGT |
| 1.15% | 2.12% | $764.3万 | 5.9万股 | $1,283.3万 | 10.6万股 | -4.7万股-44.73% | 减仓 |
| IiShares安硕信托IDV |
| 1.13% | 1.2% | $752.7万 | 18.2万股 | $723.5万 | 17.0万股 | +1.2万股+6.88% | 加仓 |
| GGlobal X基金PAVE |
| 1.09% | — | $725.9万 | 12.3万股 | $0 | 0股 | +12.3万股 | 新买入 |
| I景顺交易所交易基金信托RSP |
| 1.08% | 0.96% | $718.0万 | 3.4万股 | $583.0万 | 3.0万股 | +3,370股+11.09% | 加仓 |
| IiShares安硕信托GVI |
| 0.99% | 1.13% | $655.6万 | 6.1万股 | $685.5万 | 6.5万股 | -3,658股-5.66% | 减仓 |
 Meta平台META |
| 0.98% | 0.97% | $648.6万 | 1.2万股 | $586.6万 | 1.0万股 | +1,262股+12.31% | 加仓 |
 摩根大通JPM |
| 0.97% | 0.88% | $644.7万 | 2.0万股 | $534.4万 | 1.8万股 | +1,528股+8.41% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.96% | 1.03% | $636.8万 | 2.7万股 | $623.9万 | 2.9万股 | -2,097股-7.23% | 减仓 |
 诺和诺德NVO |
| 0.96% | — | $636.6万 | 13.3万股 | $0 | 0股 | +13.3万股 | 新买入 |
| F富达Covington信托FENI |
| 0.95% | 0.85% | $634.5万 | 15.8万股 | $516.1万 | 13.9万股 | +1.9万股+13.97% | 加仓 |
| I景顺·S&PIDMO |
| 0.95% | 0.83% | $631.3万 | 10.5万股 | $502.5万 | 9.2万股 | +1.3万股+14.26% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.94% | 0.77% | $625.3万 | 3.5万股 | $465.7万 | 3.2万股 | +2,830股+8.79% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.93% | 1.84% | $615.7万 | 12.2万股 | $1,112.6万 | 21.9万股 | -9.7万股-44.46% | 减仓 |
 VisaV |
| 0.92% | 0.69% | $609.0万 | 1.8万股 | $418.7万 | 1.4万股 | +3,898股+28.14% | 加仓 |
 NETFLIXNFLX |
| 0.82% | 0.91% | $541.8万 | 7.6万股 | $548.7万 | 5.7万股 | +1.9万股+32.95% | 加仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.72% | — | $475.5万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 ADOBE COMADBE |
| 0.71% | — | $471.5万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| TTEMA ETF TRUSTCANC |
| 0.67% | — | $447.6万 | 10.7万股 | $0 | 0股 | +10.7万股 | 新买入 |
 万事达MA |
| 0.59% | 0.64% | $394.2万 | 7,675股 | $388.7万 | 7,780股 | -105股-1.35% | 减仓 |
 埃克森美孚XOM |
| 0.59% | 0.84% | $391.1万 | 2.9万股 | $507.1万 | 3.0万股 | -1,279股-4.28% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.53% | 0.38% | $351.9万 | 11.0万股 | $229.9万 | 6.3万股 | +4.7万股+74.19% | 加仓 |
| IiShares安硕信托SHV |
| 0.51% | 1.02% | $340.5万 | 3.1万股 | $613.9万 | 5.6万股 | -2.5万股-44.52% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.46% | 0.3% | $306.0万 | 5.0万股 | $183.5万 | 3.3万股 | +1.7万股+50.61% | 加仓 |
