 苹果AAPL |
| 7.55% | 8.02% | $1,166.0万 | 4.0万股 | $1,044.2万 | 4.1万股 | -849股-2.06% | 减仓 |
 CrowdStrikeCRWD |
| 4.81% | 0.81% | $743.2万 | 9,740股 | $104.9万 | 2,686股 | +7,054股+262.62% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.42% | 4.68% | $682.2万 | 9,135股 | $609.8万 | 9,377股 | -242股-2.58% | 减仓 |
 亚马逊AMZN |
| 4.21% | 4.36% | $649.4万 | 2.7万股 | $567.5万 | 2.7万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 3.98% | 3.85% | $614.5万 | 1.7万股 | $501.7万 | 1.7万股 | -250股-1.43% | 减仓 |
 帕兰提尔PLTR |
| 3.37% | 4.69% | $521.0万 | 4.5万股 | $610.6万 | 4.2万股 | +2,919股+6.99% | 加仓 |
 特斯拉TSLA |
| 3.02% | 3.17% | $466.8万 | 1.1万股 | $413.3万 | 1.1万股 | -20股-0.18% | 减仓 |
| I景顺自营指数基金BSJR |
| 2.88% | 3.25% | $444.5万 | 19.9万股 | $422.9万 | 18.9万股 | +9,851股+5.21% | 加仓 |
| IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ |
| 2.82% | 3.6% | $434.9万 | 18.9万股 | $468.7万 | 20.2万股 | -1.3万股-6.33% | 减仓 |
| I景顺自营指数基金BSJT |
| 2.36% | 2.35% | $363.9万 | 17.2万股 | $305.8万 | 14.5万股 | +2.7万股+18.47% | 加仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 2.22% | 2.65% | $343.0万 | 7.7万股 | $344.8万 | 7.7万股 | -309股-0.40% | 减仓 |
 摩根大通JPM |
| 2.14% | 2.26% | $330.0万 | 1.0万股 | $293.8万 | 9,988股 | +92股+0.92% | 加仓 |
 微软MSFT |
| 2.09% | 2.39% | $322.2万 | 8,638股 | $311.1万 | 8,405股 | +233股+2.77% | 加仓 |
| I景顺自营指数基金BSJS |
| 1.91% | 1.93% | $295.5万 | 13.6万股 | $251.7万 | 11.6万股 | +2.0万股+17.08% | 加仓 |
 英伟达NVDA |
| 1.8% | 1.95% | $278.1万 | 1.4万股 | $253.7万 | 1.5万股 | -645股-4.43% | 减仓 |
| V先锋领航指数基金VOO |
| 1.62% | 1.52% | $249.9万 | 3,394股 | $198.2万 | 3,434股 | -40股-1.16% | 减仓 |
| PPACER FDS TR TRENDP US LAR CPPTLC |
| 1.53% | 1.64% | $236.7万 | 4.1万股 | $213.1万 | 4.1万股 | 00.00% | 持仓不变 |
| NNEW YORK LIFE INVESTMENTS ETHFXI |
| 1.48% | — | $229.3万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| IINVESCO VARIABLE RATE PREFERRED ETFVRP |
| 1.43% | 1.67% | $220.6万 | 9.1万股 | $217.1万 | 9.1万股 | +206股+0.23% | 加仓 |
| I景顺自营指数基金BSCQ |
| 1.38% | 1.68% | $213.4万 | 10.9万股 | $219.3万 | 11.2万股 | -3,008股-2.68% | 减仓 |
| FFIRST TR HIGH YIELD OPPRT 2027 COMFTHY |
| 1.32% | 1.56% | $204.1万 | 14.9万股 | $202.9万 | 15.0万股 | -954股-0.64% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.32% | 1.4% | $203.8万 | 5.1万股 | $182.5万 | 5.4万股 | -3,220股-5.97% | 减仓 |
| I景顺自营指数基金BSCR |
| 1.3% | 1.61% | $200.8万 | 10.2万股 | $209.7万 | 10.7万股 | -4,519股-4.23% | 减仓 |
| PPacer基金信托COWZ |
| 1.19% | 1.38% | $183.7万 | 3.0万股 | $179.4万 | 2.9万股 | +869股+3.03% | 加仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 1.14% | 1.34% | $176.0万 | 9.5万股 | $174.5万 | 9.4万股 | +1,241股+1.33% | 加仓 |
 COHEN &STEERS LTD DURATION PF COMLDP |
| 1.06% | 1.14% | $164.2万 | 7.8万股 | $148.9万 | 7.5万股 | +3,019股+4.05% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 1.03% | 1.08% | $159.3万 | 4.1万股 | $140.0万 | 4.0万股 | +1,092股+2.73% | 加仓 |
| BBANK OF AMERBAC |
| 0.99% | 1% | $152.2万 | 2.7万股 | $130.6万 | 2.7万股 | -76股-0.28% | 减仓 |
 ShopifySHOP |
| 0.91% | 1.11% | $140.6万 | 1.2万股 | $144.3万 | 1.2万股 | +148股+1.22% | 加仓 |
 Meta平台META |
| 0.88% | 1.05% | $135.5万 | 2,406股 | $136.9万 | 2,393股 | +13股+0.54% | 加仓 |
| SSPDR黄金信托GLD |
| 0.83% | 1.15% | $128.0万 | 3,476股 | $149.6万 | 3,476股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCS |
| 0.77% | 0.9% | $119.1万 | 5.8万股 | $117.0万 | 5.7万股 | +1,207股+2.11% | 加仓 |
 博通AVGO |
| 0.77% | 0.76% | $118.5万 | 3,136股 | $99.4万 | 3,213股 | -77股-2.40% | 减仓 |
 BLACKROCK MUNIHLDNGS CALI COMMUC |
| 0.75% | — | $116.4万 | 10.6万股 | $0 | 0股 | +10.6万股 | 新买入 |
| DDICKS SPORTING GOODSDKS |
| 0.75% | 0.78% | $115.6万 | 5,098股 | $102.2万 | 5,152股 | -54股-1.05% | 减仓 |
| F第一信托交易所交易基金VIFNOV |
| 0.75% | 0.79% | $115.3万 | 2.0万股 | $102.3万 | 1.9万股 | +556股+2.90% | 加仓 |
| IIBMIBM |
| 0.74% | 0.75% | $114.2万 | 4,060股 | $98.3万 | 4,054股 | +6股+0.15% | 加仓 |
 FIRST INDL RLTY TRFR |
| 0.7% | 0.76% | $107.5万 | 1.8万股 | $98.4万 | 1.8万股 | 00.00% | 持仓不变 |
 贝莱德·MUN TARGET TERM TRBTT |
| 0.7% | 0.75% | $107.3万 | 4.7万股 | $98.0万 | 4.3万股 | +3,997股+9.26% | 加仓 |
 康明斯CMI |
| 0.66% | 0.59% | $102.1万 | 1,431股 | $77.0万 | 1,431股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 0.65% | 0.79% | $101.0万 | 1.1万股 | $103.3万 | 1.1万股 | -38股-0.35% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 0.65% | 0.65% | $100.9万 | 2.6万股 | $84.7万 | 2.4万股 | +1,804股+7.61% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.62% | 0.49% | $95.5万 | 1.8万股 | $64.0万 | 1.2万股 | +5,547股+45.72% | 加仓 |
 联合包裹UPSUPS |
| 0.62% | — | $95.3万 | 8,863股 | $0 | 0股 | +8,863股 | 新买入 |
 HUNTINGTON BANCSHARES COMHBAN |
| 0.59% | 0.62% | $90.7万 | 5.1万股 | $80.5万 | 5.1万股 | -304股-0.59% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.58% | 0.58% | $89.9万 | 2.2万股 | $75.4万 | 2.1万股 | +1,025股+4.99% | 加仓 |
 艾伯维ABBV |
| 0.57% | 0.61% | $88.7万 | 3,526股 | $79.0万 | 3,634股 | -108股-2.97% | 减仓 |
| PPACER FDS TR TRENDPILOT 100PTNQ |
| 0.57% | 0.56% | $88.5万 | 9,988股 | $72.9万 | 9,988股 | 00.00% | 持仓不变 |
| F第一信托·USTFVD |
| 0.55% | 0.61% | $84.9万 | 1.7万股 | $79.7万 | 1.7万股 | 00.00% | 持仓不变 |
| F第一信托·UST NYSE ARCA BIOTECHNOLOGY INDEX FUNDFBT |
| 0.51% | 0.49% | $78.4万 | 3,164股 | $63.5万 | 3,164股 | 00.00% | 持仓不变 |
