| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 13.26% | 13.71% | $1,448.4万 | 21.1万股 | $1,475.6万 | 22.9万股 | -1.8万股-7.86% | 减仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders International Equity EtfBBIN |
| 8.99% | 9.04% | $981.8万 | 19.8万股 | $973.4万 | 23.0万股 | -3.2万股-14.01% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 7.64% | 6.9% | $834.6万 | 18.2万股 | $742.6万 | 16.2万股 | +2.0万股+12.26% | 加仓 |
 微软MSFT |
| 6.45% | 0.86% | $704.5万 | 2.9万股 | $92.7万 | 3,980股 | +2.5万股+638.12% | 加仓 |
| J摩根大通交易所交易基金JGRO |
| 5.4% | — | $589.7万 | 13.3万股 | $0 | 0股 | +13.3万股 | 新买入 |
| IiShares安硕信托AGG |
| 4.14% | 4.84% | $452.2万 | 4.7万股 | $521.1万 | 5.4万股 | -7,466股-13.80% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 3.81% | — | $416.5万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
 英伟达NVDA |
| 3.6% | — | $392.9万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| J摩根大通交易所交易基金JEMA |
| 3.52% | 2.23% | $384.6万 | 11.3万股 | $240.1万 | 7.5万股 | +3.8万股+50.04% | 加仓 |
| A美国世纪ETF信托AVUS |
| 3.01% | 2.7% | $328.8万 | 4.8万股 | $290.9万 | 4.7万股 | +1,691股+3.62% | 加仓 |
| J摩根大通交易所交易基金JPUS |
| 2.05% | 1.13% | $224.1万 | 2.4万股 | $121.3万 | 1.4万股 | +9,455股+66.62% | 加仓 |
| J摩根大通交易所交易基金BBAG |
| 1.99% | — | $217.7万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| V先锋领航白厅基金VYMI |
| 1.91% | 2.01% | $208.9万 | 3.5万股 | $216.2万 | 4.2万股 | -6,468股-15.57% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.86% | 2.79% | $202.6万 | 4.4万股 | $300.3万 | 6.6万股 | -2.2万股-33.06% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.74% | 2.24% | $189.7万 | 3.5万股 | $240.8万 | 4.7万股 | -1.2万股-25.92% | 减仓 |
 苹果AAPL |
| 1.66% | 1.41% | $181.7万 | 1.4万股 | $151.6万 | 1.1万股 | +3,015股+27.49% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.6% | 1.02% | $174.6万 | 3.5万股 | $109.9万 | 2.2万股 | +1.3万股+58.94% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.54% | 1.17% | $168.6万 | 1.1万股 | $125.6万 | 9,290股 | +1,814股+19.53% | 加仓 |
| PPARAGON 28 INC |
| 1.46% | 1.38% | $159.3万 | 8.3万股 | $148.5万 | 8.3万股 | 00.00% | 持仓不变 |
| J摩根大通·BETABUILDERS EUROPE ETFBBEU |
| 1.17% | 0.68% | $127.8万 | 2.6万股 | $72.9万 | 1.8万股 | +8,267股+45.72% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 1.02% | 0.55% | $111.5万 | 2.5万股 | $58.8万 | 1.3万股 | +1.1万股+86.26% | 加仓 |
| IiShares安硕IEMG |
| 0.93% | 0.47% | $101.6万 | 2.2万股 | $50.2万 | 1.2万股 | +1.0万股+86.39% | 加仓 |
| S道富SPYM |
| 0.92% | 1.36% | $101.0万 | 2.2万股 | $146.0万 | 3.5万股 | -1.2万股-35.44% | 减仓 |
 ENPHASE ENERGY COMENPH |
| 0.74% | 0.74% | $81.3万 | 3,070股 | $79.4万 | 2,860股 | +210股+7.34% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.74% | 0.65% | $81.1万 | 2,625股 | $69.5万 | 2,601股 | +24股+0.92% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.74% | 0.26% | $81.0万 | 2.7万股 | $27.8万 | 1.1万股 | +1.6万股+146.66% | 加仓 |
 德康医疗DXCM |
| 0.7% | 0.82% | $76.1万 | 6,720股 | $88.4万 | 1.1万股 | -4,257股-38.78% | 减仓 |
| J摩根大通交易所交易基金BBMC |
| 0.68% | 0.45% | $74.1万 | 1.0万股 | $48.6万 | 7,168股 | +3,041股+42.42% | 加仓 |
| AAvantis·U SAVUV |
| 0.63% | 0.47% | $68.3万 | 9,171股 | $51.1万 | 7,719股 | +1,452股+18.81% | 加仓 |
| V先锋领航·TOTALBND |
| 0.61% | 1.98% | $66.2万 | 9,212股 | $212.9万 | 3.0万股 | -2.1万股-69.14% | 减仓 |
| IiShares安硕信托IVV |
| 0.6% | 0.63% | $65.4万 | 1,703股 | $68.0万 | 1,896股 | -193股-10.18% | 减仓 |
 谷歌AGOOGL |
| 0.57% | 0.63% | $62.5万 | 7,088股 | $67.4万 | 7,045股 | +43股+0.61% | 加仓 |
 礼来LLY |
| 0.56% | 0.53% | $61.3万 | 1,677股 | $57.0万 | 1,764股 | -87股-4.93% | 减仓 |
 Targa资源TRGP |
| 0.56% | 0.41% | $60.7万 | 8,253股 | $44.3万 | 7,345股 | +908股+12.36% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 0.54% | 0.6% | $58.9万 | 1.5万股 | $64.3万 | 1.8万股 | -3,138股-17.10% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.51% | 0.77% | $56.2万 | 1,470股 | $82.8万 | 2,319股 | -849股-36.61% | 减仓 |
| IiShares安硕信托ITOT |
| 0.5% | 0.46% | $54.2万 | 6,389股 | $49.7万 | 6,244股 | +145股+2.32% | 加仓 |
 沃尔玛WMT |
| 0.47% | 0.44% | $51.6万 | 3,642股 | $47.7万 | 3,681股 | -39股-1.06% | 减仓 |
 可口可乐KO |
| 0.45% | 0.38% | $49.0万 | 7,710股 | $41.2万 | 7,351股 | +359股+4.88% | 加仓 |
| F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC |
| 0.44% | 0.48% | $48.6万 | 2.0万股 | $51.4万 | 2.0万股 | -458股-2.26% | 减仓 |
| IiShares安硕信托LQD |
| 0.44% | — | $48.1万 | 4,567股 | $0 | 0股 | +4,567股 | 新买入 |
| BBANZAI INTERNATIONAL INCPARA |
| 0.44% | 0.5% | $47.9万 | 2.8万股 | $54.1万 | 2.8万股 | -58股-0.20% | 减仓 |
 ADOBE COMADBE |
| 0.43% | 0.37% | $46.8万 | 1,390股 | $39.9万 | 1,451股 | -61股-4.20% | 减仓 |
| J摩根大通交易所交易基金JPEM |
| 0.42% | 0.22% | $46.4万 | 9,405股 | $23.2万 | 5,199股 | +4,206股+80.90% | 加仓 |
 雪佛龙CVX |
| 0.42% | 0.34% | $46.1万 | 2,566股 | $36.4万 | 2,531股 | +35股+1.38% | 加仓 |
 亚马逊AMZN |
| 0.41% | 0.54% | $45.1万 | 5,366股 | $57.7万 | 5,108股 | +258股+5.05% | 加仓 |
 福泰制药VRTX |
| 0.4% | 0.62% | $43.7万 | 1,512股 | $66.5万 | 2,297股 | -785股-34.18% | 减仓 |
 特斯拉TSLA |
| 0.39% | 0.4% | $43.1万 | 3,495股 | $42.7万 | 1,610股 | +1,885股+117.08% | 加仓 |
 万事达MA |
| 0.39% | 0.32% | $42.4万 | 1,218股 | $34.4万 | 1,209股 | +9股+0.74% | 加仓 |
| IiShares安硕信托IUSB |
| 0.39% | 1.09% | $42.3万 | 9,416股 | $116.8万 | 2.6万股 | -1.7万股-64.12% | 减仓 |
