| F富达Covington信托FDVV |
| 6.53% | 6.53% | $3,985.4万 | 66.1万股 | $3,624.0万 | 65.6万股 | +4,997股+0.76% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.85% | 5.54% | $2,960.2万 | 4.0万股 | $3,072.0万 | 4.7万股 | -7,596股-16.08% | 减仓 |
 埃克森美孚XOM |
| 4.57% | 6.48% | $2,787.9万 | 20.4万股 | $3,594.4万 | 21.2万股 | -7,946股-3.75% | 减仓 |
 高盛GS |
| 3.66% | 4.45% | $2,234.3万 | 2.2万股 | $2,471.2万 | 2.9万股 | -7,118股-24.37% | 减仓 |
| G高盛ETF信托GINC |
| 3.26% | 2.48% | $1,990.3万 | 35.8万股 | $1,374.7万 | 27.5万股 | +8.3万股+30.38% | 加仓 |
 英伟达NVDA |
| 3.17% | 3.16% | $1,933.7万 | 9.7万股 | $1,754.3万 | 10.1万股 | -3,950股-3.93% | 减仓 |
 苹果AAPL |
| 2.93% | 2.91% | $1,788.1万 | 6.2万股 | $1,617.2万 | 6.4万股 | -1,926股-3.02% | 减仓 |
 MAIN STR CAPMAIN |
| 2.19% | 2.8% | $1,337.1万 | 25.8万股 | $1,555.6万 | 29.4万股 | -3.6万股-12.26% | 减仓 |
 康菲石油COP |
| 2.07% | 2.9% | $1,261.5万 | 12.1万股 | $1,609.5万 | 12.2万股 | -586股-0.48% | 减仓 |
 泛林集团LRCX |
| 2.06% | 1.17% | $1,258.6万 | 2.9万股 | $648.9万 | 3.0万股 | -1,326股-4.37% | 减仓 |
 科磊KLAC |
| 2.04% | 1.11% | $1,247.2万 | 4.1万股 | $618.0万 | 4,197股 | +3.7万股+884.94% | 加仓 |
 谷歌AGOOGL |
| 2.01% | 1.66% | $1,226.1万 | 3.4万股 | $923.9万 | 3.2万股 | +2,181股+6.79% | 加仓 |
 微软MSFT |
| 1.92% | 2.14% | $1,169.9万 | 3.1万股 | $1,190.0万 | 3.2万股 | -785股-2.44% | 减仓 |
| EENERGY TRANSFER L PET |
| 1.89% | 2.08% | $1,151.7万 | 60.2万股 | $1,154.8万 | 59.8万股 | +4,000股+0.67% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.51% | 1.74% | $924.7万 | 5.9万股 | $963.1万 | 6.5万股 | -6,517股-10.02% | 减仓 |
 亚马逊AMZN |
| 1.51% | 1.39% | $924.1万 | 3.9万股 | $769.3万 | 3.7万股 | +1,836股+4.97% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.39% | 1.38% | $851.1万 | 13.8万股 | $767.1万 | 13.8万股 | +314股+0.23% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 1.19% | — | $727.2万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.17% | 1.11% | $713.0万 | 1.0万股 | $613.8万 | 1.0万股 | +111股+1.08% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.08% | 1.3% | $661.0万 | 11.7万股 | $720.4万 | 12.7万股 | -1.0万股-7.92% | 减仓 |
 博通AVGO |
| 1.08% | 1.01% | $661.0万 | 1.7万股 | $560.4万 | 1.8万股 | -609股-3.36% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.08% | 1% | $656.6万 | 1.9万股 | $557.4万 | 1.9万股 | -849股-4.37% | 减仓 |
 Meta平台META |
| 1.05% | 0.93% | $638.9万 | 1.1万股 | $515.7万 | 9,014股 | +2,328股+25.83% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 1.04% | 1.11% | $632.2万 | 5.4万股 | $615.9万 | 5.3万股 | +1,025股+1.94% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1% | 1.13% | $610.1万 | 16.6万股 | $628.0万 | 16.6万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 1% | 0.85% | $607.5万 | 1.4万股 | $469.1万 | 1.3万股 | +1,824股+14.45% | 加仓 |
| S道富SPHY |
| 0.76% | — | $466.2万 | 19.9万股 | $0 | 0股 | +19.9万股 | 新买入 |
 美光科技MU |
| 0.76% | 0.26% | $466.0万 | 4,037股 | $144.5万 | 4,276股 | -239股-5.59% | 减仓 |
| IiShares安硕信托DSI |
| 0.75% | 0.71% | $457.1万 | 3.2万股 | $393.0万 | 3.2万股 | -324股-1.00% | 减仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.75% | 0.36% | $456.9万 | 9.0万股 | $199.9万 | 3.4万股 | +5.6万股+164.36% | 加仓 |
| G高盛ETF信托GINC |
| 0.7% | 0.23% | $430.0万 | 7.2万股 | $127.3万 | 2.6万股 | +4.7万股+181.90% | 加仓 |
| TTidal·TRUST ISPUS |
| 0.7% | 0.65% | $429.4万 | 7.5万股 | $359.6万 | 7.5万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.66% | 0.71% | $405.0万 | 1.6万股 | $395.9万 | 1.6万股 | -249股-1.54% | 减仓 |
 礼来LLY |
| 0.64% | 0.5% | $389.2万 | 3,245股 | $280.0万 | 3,044股 | +201股+6.60% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.63% | 0.7% | $386.4万 | 7,723股 | $390.4万 | 8,147股 | -424股-5.20% | 减仓 |
| MMPLXFFUT |
| 0.62% | 0.7% | $381.0万 | 6.8万股 | $386.0万 | 6.8万股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.61% | 0.61% | $373.4万 | 1.6万股 | $339.4万 | 1.6万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.55% | 0.21% | $335.4万 | 5,773股 | $114.9万 | 5,647股 | +126股+2.23% | 加仓 |
 摩根大通JPM |
| 0.53% | 0.51% | $323.0万 | 9,867股 | $280.7万 | 9,543股 | +324股+3.40% | 加仓 |
 惠顿贵金属WPM |
| 0.52% | — | $318.4万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 卡特彼勒CAT |
| 0.5% | 0.38% | $302.3万 | 2,838股 | $212.1万 | 2,993股 | -155股-5.18% | 减仓 |
| V先锋领航全球基金VGT |
| 0.46% | 0.77% | $279.5万 | 2.3万股 | $428.5万 | 6,141股 | +1.7万股+280.78% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.45% | 0.41% | $272.3万 | 9,062股 | $225.5万 | 9,091股 | -29股-0.32% | 减仓 |
 默沙东MRK |
| 0.44% | 0.48% | $270.3万 | 2.1万股 | $264.0万 | 2.2万股 | -905股-4.12% | 减仓 |
 应用材料AMAT |
| 0.43% | 0.24% | $263.1万 | 3,639股 | $134.1万 | 3,922股 | -283股-7.22% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.42% | 0.43% | $256.5万 | 2.5万股 | $239.6万 | 2.5万股 | +29股+0.12% | 加仓 |
 VisaV |
| 0.41% | 0.41% | $251.9万 | 7,343股 | $228.6万 | 7,563股 | -220股-2.91% | 减仓 |
 思科CSCO |
| 0.41% | 0.34% | $250.4万 | 2.1万股 | $190.1万 | 2.5万股 | -3,191股-13.02% | 减仓 |
| J骏利亨德森JAAA |
| 0.41% | 0.24% | $249.7万 | 4.9万股 | $134.0万 | 2.7万股 | +2.3万股+85.84% | 加仓 |
| F富达Covington信托FBCG |
| 0.41% | 0.36% | $247.9万 | 4.0万股 | $200.0万 | 4.0万股 | 00.00% | 持仓不变 |
