| J摩根大通交易所交易基金JEPI |
| 7.51% | 7.15% | $1,047.0万 | 18.3万股 | $975.3万 | 17.1万股 | +1.2万股+7.08% | 加仓 |
 微软MSFT |
| 7.36% | 8.14% | $1,025.3万 | 2.1万股 | $1,110.0万 | 2.1万股 | -231股-1.08% | 减仓 |
 亚马逊AMZN |
| 5.92% | 5.71% | $824.8万 | 3.6万股 | $778.5万 | 3.5万股 | +277股+0.78% | 加仓 |
 台积电TSM |
| 5.44% | 5.35% | $758.0万 | 2.5万股 | $729.5万 | 2.6万股 | -1,176股-4.50% | 减仓 |
 苹果AAPL |
| 5.11% | 4.96% | $712.7万 | 2.6万股 | $676.6万 | 2.7万股 | -358股-1.35% | 减仓 |
 谷歌AGOOGL |
| 4.97% | 4.06% | $692.1万 | 2.2万股 | $553.0万 | 2.3万股 | -636股-2.80% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 4.92% | 4.94% | $685.9万 | 11.8万股 | $673.2万 | 11.7万股 | +977股+0.83% | 加仓 |
 盎格鲁黄金AU |
| 3.34% | 2.88% | $465.4万 | 5.5万股 | $393.1万 | 5.6万股 | -1,320股-2.36% | 减仓 |
 好市多COST |
| 2.92% | 3.25% | $407.6万 | 4,727股 | $443.4万 | 4,791股 | -64股-1.34% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 2.84% | 2.88% | $396.5万 | 1.9万股 | $393.0万 | 2.0万股 | -691股-3.45% | 减仓 |
 卡特彼勒CAT |
| 2.77% | 2.4% | $386.7万 | 6,751股 | $326.9万 | 6,851股 | -100股-1.46% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 2.43% | 2.4% | $338.6万 | 7.3万股 | $326.6万 | 7.0万股 | +2,779股+3.95% | 加仓 |
| AABRDN SILVER ETF TRUSTSIVR |
| 2.35% | 1.56% | $328.1万 | 4.9万股 | $213.3万 | 4.8万股 | +565股+1.18% | 加仓 |
 摩根大通JPM |
| 2.22% | 2.23% | $309.3万 | 9,598股 | $304.5万 | 9,653股 | -55股-0.57% | 减仓 |
 Meta平台META |
| 2.15% | 2.36% | $300.0万 | 4,545股 | $321.6万 | 4,380股 | +165股+3.77% | 加仓 |
| FFIRST TRUST STOXX EUROPEAN SELECT DIVIDENDINDEX FUNDFDD |
| 1.95% | 1.86% | $271.4万 | 15.5万股 | $253.3万 | 15.7万股 | -1,811股-1.15% | 减仓 |
| IISHARES MSCI JAPAN ETFEWJV |
| 1.94% | 1.95% | $270.7万 | 6.8万股 | $265.9万 | 6.8万股 | +51股+0.07% | 加仓 |
| SSTATE ST SPDR EURO STOXX 50FEZ |
| 1.93% | 1.92% | $269.3万 | 4.2万股 | $261.6万 | 4.2万股 | -290股-0.69% | 减仓 |
 LEIDOS COMLDOS |
| 1.93% | 2.09% | $268.7万 | 1.5万股 | $285.4万 | 1.5万股 | -207股-1.37% | 减仓 |
 壳牌SHEL |
| 1.84% | 1.87% | $255.8万 | 3.5万股 | $254.4万 | 3.6万股 | -753股-2.12% | 减仓 |
| WWISDOMTREE INDIAEPI |
| 1.8% | 1.77% | $250.5万 | 5.4万股 | $241.4万 | 5.5万股 | -487股-0.89% | 减仓 |
 雅培ABT |
| 1.69% | 1.85% | $235.9万 | 1.9万股 | $252.8万 | 1.9万股 | -47股-0.25% | 减仓 |
| G高盛ETF信托GINC |
| 1.6% | 1.6% | $222.7万 | 4.2万股 | $217.8万 | 4.2万股 | +469股+1.12% | 加仓 |
 再生元REGN |
| 1.58% | 1.19% | $219.9万 | 2,849股 | $162.2万 | 2,885股 | -36股-1.25% | 减仓 |
| V先锋领航全球基金VGT |
| 1.53% | 1.49% | $213.5万 | 2,833股 | $203.4万 | 2,724股 | +109股+4.00% | 加仓 |
 ONEOKOKE |
| 1.51% | 2.19% | $210.4万 | 2.9万股 | $298.2万 | 4.1万股 | -1.2万股-29.93% | 减仓 |
 麦当劳MCD |
| 1.42% | 1.47% | $198.4万 | 6,492股 | $201.0万 | 6,613股 | -121股-1.83% | 减仓 |
 T-MOBILE US COMTMUS |
| 1.23% | 1.99% | $170.9万 | 8,415股 | $270.9万 | 1.1万股 | -2,900股-25.63% | 减仓 |
| I景顺QQQ信托VOO |
| 1.05% | 1.2% | $147.0万 | 2,392股 | $164.1万 | 2,734股 | -342股-12.51% | 减仓 |
 RobinhoodHOOD |
| 0.95% | 1.23% | $132.6万 | 1.2万股 | $168.3万 | 1.2万股 | -31股-0.26% | 减仓 |
 联合健康UNH |
| 0.94% | 1.01% | $130.4万 | 3,950股 | $138.4万 | 4,008股 | -58股-1.45% | 减仓 |
 诺和诺德NVO |
| 0.93% | — | $129.5万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 AMGEN COMAMGN |
| 0.91% | 0.82% | $126.6万 | 3,869股 | $111.5万 | 3,952股 | -83股-2.10% | 减仓 |
| G高盛ETF信托GINC |
| 0.9% | 0.89% | $125.7万 | 2.4万股 | $121.2万 | 2.3万股 | +660股+2.86% | 加仓 |
| G高盛·PHYSICAL GOLDAAAU |
| 0.9% | 0.75% | $125.1万 | 2.9万股 | $102.4万 | 2.7万股 | +2,534股+9.43% | 加仓 |
 默沙东MRK |
| 0.76% | 0.63% | $106.0万 | 1.0万股 | $85.3万 | 1.0万股 | -90股-0.89% | 减仓 |
| IiShares安硕信托HDV |
| 0.7% | 0.66% | $97.4万 | 8,013股 | $89.4万 | 7,304股 | +709股+9.71% | 加仓 |
 优步UBER |
| 0.68% | 0.84% | $94.8万 | 1.2万股 | $114.2万 | 1.2万股 | -49股-0.42% | 减仓 |
| VVENTURE GLOBAL INC CLASS AVG |
| 0.47% | 1.23% | $66.0万 | 9.7万股 | $168.0万 | 11.8万股 | -2.2万股-18.26% | 减仓 |
 英伟达NVDA |
| 0.44% | 0.61% | $61.4万 | 3,290股 | $83.0万 | 4,447股 | -1,157股-26.02% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.41% | — | $57.8万 | 848股 | $0 | 0股 | +848股 | 新买入 |
 辉瑞PFE |
| 0.37% | 0.39% | $51.6万 | 2.1万股 | $52.8万 | 2.1万股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.33% | 0.35% | $46.1万 | 952股 | $48.3万 | 967股 | -15股-1.55% | 减仓 |
 埃克森美孚XOM |
| 0.32% | 0.31% | $45.0万 | 3,737股 | $42.1万 | 3,735股 | +2股+0.05% | 加仓 |
 艾伯维ABBV |
| 0.3% | 0.31% | $41.3万 | 1,809股 | $41.9万 | 1,809股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BIV |
| 0.3% | 0.2% | $41.3万 | 5,299股 | $27.6万 | 3,538股 | +1,761股+49.77% | 加仓 |
 EntergyETR |
| 0.27% | 0.27% | $37.0万 | 4,000股 | $37.3万 | 4,000股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.26% | 0.26% | $35.7万 | 570股 | $34.9万 | 570股 | 00.00% | 持仓不变 |
 黑石集团BX |
| 0.22% | 0.25% | $31.0万 | 2,013股 | $34.4万 | 2,013股 | 00.00% | 持仓不变 |
| SSAFE PROSPAI |
| 0.2% | 0.16% | $28.2万 | 6.8万股 | $21.4万 | 3.1万股 | +3.7万股+122.62% | 加仓 |
