| SSPDR标普500 ETFSPY |
| 11% | 7.38% | $4,302.9万 | 5.8万股 | $2,622.2万 | 4.0万股 | +1.7万股+42.91% | 加仓 |
 台积电TSM |
| 5.53% | 4.93% | $2,164.6万 | 4.5万股 | $1,751.5万 | 5.2万股 | -6,501股-12.54% | 减仓 |
 诺和诺德NVO |
| 4.18% | 2.71% | $1,633.1万 | 34.1万股 | $961.9万 | 26.2万股 | +7.9万股+30.15% | 加仓 |
 谷歌AGOOGL |
| 3.66% | 3.44% | $1,432.0万 | 4.0万股 | $1,223.2万 | 4.3万股 | -2,468股-5.80% | 减仓 |
 阿斯利康AZN |
| 3.48% | 3.94% | $1,360.1万 | 7.2万股 | $1,399.9万 | 7.1万股 | +743股+1.05% | 加仓 |
 GeneracGNRC |
| 3.14% | 2.63% | $1,227.6万 | 4.2万股 | $934.2万 | 4.8万股 | -5,900股-12.34% | 减仓 |
| IiShares安硕信托SHV |
| 3.06% | 2.81% | $1,195.0万 | 10.8万股 | $1,000.1万 | 9.1万股 | +1.8万股+19.53% | 加仓 |
 波音BA |
| 2.91% | 3.12% | $1,140.1万 | 5.3万股 | $1,108.2万 | 5.6万股 | -3,013股-5.41% | 减仓 |
 REAVES UTIL INCOME FDUTG |
| 2.58% | 2.55% | $1,009.8万 | 24.8万股 | $905.0万 | 23.0万股 | +1.8万股+7.63% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.3% | 1.08% | $898.8万 | 1.8万股 | $383.6万 | 8,004股 | +9,958股+124.41% | 加仓 |
 亚马逊AMZN |
| 2.26% | 2.12% | $885.2万 | 3.7万股 | $753.6万 | 3.6万股 | +956股+2.64% | 加仓 |
 摩根大通JPM |
| 2.22% | 2.37% | $870.1万 | 2.7万股 | $842.6万 | 2.9万股 | -2,063股-7.20% | 减仓 |
 KENVUE COMKVUE |
| 2.08% | 2.29% | $813.5万 | 42.6万股 | $812.4万 | 47.1万股 | -4.6万股-9.66% | 减仓 |
| AAMRIZE SHSAMRZ |
| 2.03% | 1.84% | $793.9万 | 14.9万股 | $654.5万 | 11.7万股 | +3.2万股+27.49% | 加仓 |
 史赛克SYK |
| 2% | 1.81% | $784.2万 | 2.5万股 | $644.4万 | 2.0万股 | +5,298股+27.02% | 加仓 |
 雷神技术RTX |
| 1.94% | 2.15% | $759.8万 | 4.0万股 | $763.3万 | 4.0万股 | +479股+1.21% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.89% | 2.2% | $739.0万 | 12.7万股 | $781.1万 | 13.3万股 | -6,454股-4.84% | 减仓 |
 安费诺APH |
| 1.89% | 1.73% | $738.9万 | 4.2万股 | $615.1万 | 4.9万股 | -6,778股-13.92% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.84% | 2.1% | $719.5万 | 19.6万股 | $744.9万 | 19.7万股 | -1,136股-0.58% | 减仓 |
| Q高通QCOM |
| 1.81% | 2.3% | $709.7万 | 3.8万股 | $818.0万 | 6.4万股 | -2.5万股-39.54% | 减仓 |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 1.7% | 1.87% | $663.6万 | 13.1万股 | $663.2万 | 13.1万股 | +194股+0.15% | 加仓 |
 苹果AAPL |
| 1.54% | 1.57% | $603.0万 | 2.1万股 | $557.6万 | 2.2万股 | -1,133股-5.16% | 减仓 |
 优步UBER |
| 1.47% | 2.46% | $575.0万 | 8.0万股 | $873.0万 | 12.1万股 | -4.2万股-34.35% | 减仓 |
| IiShares安硕信托IQLT |
| 1.46% | 1.63% | $572.7万 | 11.6万股 | $579.9万 | 12.5万股 | -9,848股-7.85% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.38% | 1.24% | $539.0万 | 1.5万股 | $441.3万 | 1.5万股 | -131股-0.85% | 减仓 |
| S嘉信策略信托SCHE |
| 1.36% | 1.37% | $532.7万 | 14.7万股 | $488.3万 | 14.8万股 | -1,283股-0.87% | 减仓 |
| GGlobal X基金SHLD |
| 1.23% | 2.4% | $480.9万 | 8.1万股 | $851.2万 | 12.0万股 | -4.0万股-32.97% | 减仓 |
 ATLANTA BRAVESBATRK |
| 1.21% | 1.2% | $472.0万 | 9.1万股 | $425.0万 | 10.0万股 | -8,598股-8.64% | 减仓 |
| IiShares安硕信托IBTI |
| 1.13% | 1.72% | $441.4万 | 19.9万股 | $610.7万 | 27.4万股 | -7.5万股-27.27% | 减仓 |
 BWX科技BWXT |
| 1.02% | 1.27% | $399.3万 | 2.1万股 | $452.0万 | 2.2万股 | -1,590股-7.19% | 减仓 |
 英伟达NVDA |
| 1.01% | 0.81% | $396.7万 | 2.0万股 | $287.2万 | 1.6万股 | +3,357股+20.38% | 加仓 |
| FFiservFISV |
| 0.93% | 1.91% | $365.6万 | 7.5万股 | $679.1万 | 12.2万股 | -4.7万股-38.76% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 0.93% | — | $362.7万 | 11.3万股 | $0 | 0股 | +11.3万股 | 新买入 |
| IiShares安硕IEMG |
| 0.9% | — | $350.4万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.88% | 0.9% | $343.5万 | 4.5万股 | $320.1万 | 4.7万股 | -1,630股-3.49% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.83% | 0.74% | $324.0万 | 5.4万股 | $263.9万 | 4.9万股 | +5,455股+11.17% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.82% | 0.92% | $322.7万 | 6.2万股 | $325.4万 | 6.2万股 | -339股-0.55% | 减仓 |
| F富兰克林邓普顿ETF信托FLIN |
| 0.73% | — | $284.9万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
 纽蒙特NEM |
| 0.71% | 1.39% | $276.8万 | 3.0万股 | $494.8万 | 4.6万股 | -1.6万股-35.17% | 减仓 |
 DocuSignDOCU |
| 0.7% | 1.36% | $274.2万 | 6.2万股 | $482.1万 | 10.2万股 | -4.0万股-39.28% | 减仓 |
 艾伯维ABBV |
| 0.68% | 0.68% | $264.3万 | 1.1万股 | $240.6万 | 1.1万股 | -559股-5.05% | 减仓 |
| AALICO INC COMALCO |
| 0.67% | 0.71% | $263.0万 | 6.4万股 | $252.9万 | 6.1万股 | +2,275股+3.71% | 加仓 |
| F第一信托交易所交易基金FPX |
| 0.67% | — | $260.7万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 EOG资源EOG |
| 0.66% | 0.68% | $256.9万 | 2.0万股 | $240.6万 | 1.7万股 | +3,159股+18.98% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.65% | 0.67% | $255.9万 | 1.6万股 | $239.2万 | 1.7万股 | -985股-5.70% | 减仓 |
| IiShares黄金信托IAU |
| 0.64% | 0.81% | $251.0万 | 3.3万股 | $289.0万 | 3.3万股 | +454股+1.38% | 加仓 |
| IiShares安硕EWJ |
| 0.64% | 0.64% | $249.3万 | 2.7万股 | $228.6万 | 2.7万股 | -338股-1.25% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.61% | 0.54% | $238.4万 | 4.7万股 | $192.9万 | 3.9万股 | +8,845股+22.90% | 加仓 |
| FFIRST TRUST NASDAQ SEMICONDUCTOR ETFFTXL |
| 0.57% | — | $224.3万 | 7,872股 | $0 | 0股 | +7,872股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.56% | 1.38% | $217.7万 | 5,911股 | $490.4万 | 1.1万股 | -5,485股-48.13% | 减仓 |
