| BBROOKFIELD WEALTH SO A FCLASS ABNT |
| 35.9% | 35.91% | $8,959.0万 | 194.2万股 | $8,165.3万 | 194.6万股 | -4,273股-0.22% | 减仓 |
| EETF系列解决方案OSCV |
| 13.89% | 14.18% | $3,465.7万 | 82.1万股 | $3,224.7万 | 81.8万股 | +3,824股+0.47% | 加仓 |
| AAPTUS DEFINED RISK ETFDRSK |
| 11.73% | 12.1% | $2,927.6万 | 101.8万股 | $2,751.0万 | 100.7万股 | +1.2万股+1.16% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 11.64% | 11.55% | $2,903.9万 | 13.6万股 | $2,625.4万 | 13.7万股 | -315股-0.23% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 10.45% | 10.76% | $2,608.3万 | 63.2万股 | $2,446.4万 | 62.8万股 | +4,380股+0.70% | 加仓 |
| S道富SPYM |
| 2.87% | 2.66% | $715.0万 | 8.1万股 | $604.9万 | 7.9万股 | +2,334股+2.95% | 加仓 |
 苹果AAPL |
| 1.76% | 1.73% | $438.5万 | 1.5万股 | $393.5万 | 1.6万股 | -353股-2.28% | 减仓 |
 亚马逊AMZN |
| 0.55% | 0.4% | $136.4万 | 5,723股 | $90.4万 | 4,341股 | +1,382股+31.84% | 加仓 |
 德州仪器TXN |
| 0.53% | 0.38% | $132.8万 | 4,456股 | $86.5万 | 4,456股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.5% | 0.52% | $123.8万 | 3,320股 | $117.8万 | 3,183股 | +137股+4.30% | 加仓 |
 卡特彼勒CAT |
| 0.5% | 0.36% | $123.7万 | 1,161股 | $82.1万 | 1,159股 | +2股+0.17% | 加仓 |
| V先锋领航指数基金VOO |
| 0.46% | 0.43% | $114.2万 | 1,662股 | $97.9万 | 1,639股 | +23股+1.40% | 加仓 |
 英伟达NVDA |
| 0.43% | 0.44% | $108.3万 | 5,411股 | $99.5万 | 5,703股 | -292股-5.12% | 减仓 |
| I景顺QQQ信托VOO |
| 0.37% | 0.31% | $93.5万 | 1,270股 | $69.6万 | 1,205股 | +65股+5.39% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.37% | 0.35% | $92.6万 | 7,454股 | $79.4万 | 1,862股 | +5,592股+300.32% | 加仓 |
 艾伯维ABBV |
| 0.34% | 0.29% | $83.9万 | 3,334股 | $67.1万 | 3,083股 | +251股+8.14% | 加仓 |
 LEIDOS COMLDOS |
| 0.32% | 0.53% | $79.4万 | 7,710股 | $119.8万 | 7,700股 | +10股+0.13% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.32% | 0.3% | $78.6万 | 9,596股 | $67.9万 | 9,572股 | +24股+0.25% | 加仓 |
 宝洁PG |
| 0.31% | 0.34% | $78.5万 | 5,354股 | $77.2万 | 5,344股 | +10股+0.19% | 加仓 |
 埃克森美孚XOM |
| 0.31% | 0.42% | $78.1万 | 5,716股 | $96.5万 | 5,689股 | +27股+0.47% | 加仓 |
| AAPTUS DRAWDOWN MANAGED EQUITY ETFADME |
| 0.28% | 0.27% | $70.4万 | 1.3万股 | $62.1万 | 1.3万股 | +86股+0.68% | 加仓 |
 Elevance健康ELV |
| 0.27% | 0.22% | $67.3万 | 1,741股 | $49.9万 | 1,704股 | +37股+2.17% | 加仓 |
 沃尔玛WMT |
| 0.27% | 0.33% | $67.0万 | 5,920股 | $75.5万 | 6,076股 | -156股-2.57% | 减仓 |
| IiShares安硕信托IWD |
| 0.26% | 0.25% | $64.7万 | 2,667股 | $56.8万 | 2,659股 | +8股+0.30% | 加仓 |
| SSCIENCE APPLICATIONS INTLSAIC |
| 0.22% | 0.21% | $56.0万 | 5,068股 | $48.1万 | 5,063股 | +5股+0.10% | 加仓 |
| SSPDR黄金信托GLD |
| 0.21% | 0.27% | $52.7万 | 1,431股 | $61.6万 | 1,431股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.21% | 0.24% | $52.7万 | 6,003股 | $55.4万 | 5,960股 | +43股+0.72% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.21% | 0.22% | $51.9万 | 1,038股 | $49.7万 | 1,038股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.2% | 0.21% | $50.3万 | 1,426股 | $46.6万 | 1,418股 | +8股+0.56% | 加仓 |
| IiShares安硕信托IVV |
| 0.2% | 0.18% | $49.7万 | 663股 | $39.9万 | 611股 | +52股+8.51% | 加仓 |
 谷歌AGOOGL |
| 0.2% | 0.16% | $49.4万 | 1,381股 | $37.3万 | 1,299股 | +82股+6.31% | 加仓 |
 雪佛龙CVX |
| 0.18% | 0.24% | $44.6万 | 2,690股 | $55.5万 | 2,685股 | +5股+0.19% | 加仓 |
 摩根大通JPM |
| 0.18% | 0.19% | $44.2万 | 1,350股 | $42.8万 | 1,454股 | -104股-7.15% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.17% | 0.16% | $43.1万 | 1,274股 | $37.5万 | 1,270股 | +4股+0.31% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.17% | 0.13% | $41.8万 | 1,184股 | $28.9万 | 1,008股 | +176股+17.46% | 加仓 |
 可口可乐KO |
| 0.16% | 0.16% | $40.1万 | 4,940股 | $37.3万 | 4,911股 | +29股+0.59% | 加仓 |
 QUANTA SVCSPWR |
| 0.16% | 0.21% | $40.1万 | 557股 | $48.9万 | 890股 | -333股-37.42% | 减仓 |
 JacobsJ |
| 0.16% | 0.18% | $40.0万 | 3,171股 | $40.2万 | 3,161股 | +10股+0.32% | 加仓 |
 VisaV |
| 0.15% | 0.15% | $36.8万 | 1,071股 | $34.4万 | 1,137股 | -66股-5.80% | 减仓 |
 好市多COST |
| 0.14% | 0.17% | $35.6万 | 381股 | $37.9万 | 380股 | +1股+0.26% | 加仓 |
 黑石集团BX |
| 0.14% | 0.15% | $34.4万 | 2,922股 | $33.3万 | 2,898股 | +24股+0.83% | 加仓 |
 Vulcan材料VMC |
| 0.13% | 0.13% | $32.5万 | 1,103股 | $30.0万 | 1,101股 | +2股+0.18% | 加仓 |
 强生JNJ |
| 0.12% | 0.13% | $31.1万 | 1,226股 | $28.8万 | 1,178股 | +48股+4.07% | 加仓 |
 LOWES COS COMLOW |
| 0.12% | 0.13% | $29.4万 | 1,333股 | $29.6万 | 1,253股 | +80股+6.38% | 加仓 |
 雅培ABT |
| 0.12% | 0.14% | $29.4万 | 3,239股 | $31.5万 | 3,066股 | +173股+5.64% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.11% | 0.14% | $28.1万 | 1,717股 | $31.6万 | 1,831股 | -114股-6.23% | 减仓 |
| IiShares安硕信托DGRO |
| 0.11% | 0.11% | $27.6万 | 3,646股 | $25.5万 | 3,630股 | +16股+0.44% | 加仓 |
 博通AVGO |
| 0.11% | — | $27.3万 | 722股 | $0 | 0股 | +722股 | 新买入 |
 特斯拉TSLA |
| 0.11% | 0.1% | $27.1万 | 645股 | $21.9万 | 590股 | +55股+9.32% | 加仓 |
| IiShares安硕·COREIJH |
| 0.11% | 0.1% | $26.9万 | 3,494股 | $23.5万 | 3,485股 | +9股+0.26% | 加仓 |
