| S道富SPYM |
| 14.2% | 13.91% | $3,990.5万 | 45.4万股 | $3,443.5万 | 45.0万股 | +4,195股+0.93% | 加仓 |
| SSPDR标普500 ETFSPY |
| 12.69% | 12.75% | $3,566.2万 | 4.8万股 | $3,157.5万 | 4.9万股 | -797股-1.64% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 6.63% | 6.37% | $1,862.7万 | 34.5万股 | $1,577.7万 | 33.2万股 | +1.3万股+3.86% | 加仓 |
| S道富SPMD |
| 6.18% | 5.74% | $1,737.5万 | 25.7万股 | $1,421.8万 | 24.0万股 | +1.7万股+7.12% | 加仓 |
| S道富SPSM |
| 5.66% | 4.99% | $1,591.4万 | 27.6万股 | $1,235.9万 | 25.6万股 | +2.0万股+7.89% | 加仓 |
| IiShares安硕信托IEFA |
| 4.91% | 4.86% | $1,380.1万 | 14.3万股 | $1,202.3万 | 13.3万股 | +1.0万股+7.60% | 加仓 |
| SSPDR道富指数基金SPDW |
| 4.6% | 4.67% | $1,292.3万 | 25.6万股 | $1,156.6万 | 25.3万股 | +3,096股+1.22% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 3.99% | 4% | $1,120.1万 | 1.6万股 | $991.2万 | 1.6万股 | -146股-0.91% | 减仓 |
| V先锋领航白厅基金VYM |
| 3.85% | 4.01% | $1,083.2万 | 6.9万股 | $992.9万 | 6.7万股 | +1,499股+2.24% | 加仓 |
 苹果AAPL |
| 3.6% | 3.53% | $1,012.5万 | 3.5万股 | $874.8万 | 3.4万股 | +521股+1.51% | 加仓 |
| SSPDR道富系列信托SPYG |
| 2.83% | 0.24% | $796.5万 | 6.7万股 | $59.2万 | 6,046股 | +6.1万股+1,007.15% | 加仓 |
| HHOME BANCORPHBCP |
| 2.31% | 2.45% | $649.2万 | 9.5万股 | $605.8万 | 10.0万股 | -5,244股-5.24% | 减仓 |
 亚马逊AMZN |
| 2.04% | 2.01% | $572.0万 | 2.4万股 | $496.8万 | 2.4万股 | +143股+0.60% | 加仓 |
| I景顺QQQ信托VOO |
| 2.03% | — | $569.9万 | 7,739股 | $0 | 0股 | +7,739股 | 新买入 |
 微软MSFT |
| 1.84% | 2.1% | $517.2万 | 1.4万股 | $520.8万 | 1.4万股 | -203股-1.44% | 减仓 |
 摩根大通JPM |
| 1.83% | 2.01% | $512.9万 | 1.6万股 | $497.9万 | 1.7万股 | -1,256股-7.42% | 减仓 |
| S道富MDYV |
| 1.44% | 1.55% | $404.4万 | 4.3万股 | $384.6万 | 4.5万股 | -2,530股-5.60% | 减仓 |
 英伟达NVDA |
| 1.32% | 1.3% | $371.4万 | 1.9万股 | $323.1万 | 1.9万股 | +34股+0.18% | 加仓 |
 Meta平台META |
| 0.92% | 1.09% | $257.5万 | 4,572股 | $269.4万 | 4,708股 | -136股-2.89% | 减仓 |
| G通用动力VTI |
| 0.73% | 0.72% | $206.3万 | 5,575股 | $178.6万 | 5,569股 | +6股+0.11% | 加仓 |
 卡特彼勒CAT |
| 0.71% | 0.53% | $198.4万 | 1,863股 | $130.9万 | 1,848股 | +15股+0.81% | 加仓 |
 谷歌AGOOGL |
| 0.69% | 0.64% | $193.4万 | 5,411股 | $157.5万 | 5,479股 | -68股-1.24% | 减仓 |
 埃克森美孚XOM |
| 0.65% | 0.9% | $181.6万 | 1.3万股 | $224.1万 | 1.3万股 | +78股+0.59% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.62% | 0.67% | $174.1万 | 3,480股 | $165.7万 | 3,458股 | +22股+0.64% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.53% | 0.52% | $149.4万 | 2.9万股 | $128.7万 | 2.7万股 | +1,432股+5.22% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.52% | 0.66% | $146.6万 | 5,811股 | $163.5万 | 9,011股 | -3,200股-35.51% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.51% | 0.5% | $144.4万 | 4,086股 | $122.8万 | 4,282股 | -196股-4.58% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.48% | 0.92% | $135.7万 | 4.1万股 | $226.6万 | 5.9万股 | -1.8万股-30.89% | 减仓 |
| IiShares安硕信托IVV |
| 0.45% | 0.44% | $125.5万 | 1,675股 | $109.3万 | 1,674股 | +1股+0.06% | 加仓 |
 BUSINESS FIRST BANCSHARES INC COMBFST |
| 0.45% | 0.44% | $125.2万 | 4.1万股 | $109.6万 | 4.1万股 | +213股+0.53% | 加仓 |
| I景顺·ACTIVELY MANAGED EXCPSR |
| 0.43% | 0.4% | $119.9万 | 1.2万股 | $99.1万 | 1.1万股 | +990股+9.25% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.42% | 0.41% | $118.4万 | 1.4万股 | $102.2万 | 1.4万股 | +36股+0.25% | 加仓 |
 特斯拉TSLA |
| 0.37% | 0.36% | $103.1万 | 2,452股 | $88.0万 | 2,366股 | +86股+3.63% | 加仓 |
 博通AVGO |
| 0.33% | 0.31% | $94.1万 | 2,490股 | $77.3万 | 2,497股 | -7股-0.28% | 减仓 |
| IIBMIBM |
| 0.31% | 0.3% | $87.1万 | 3,096股 | $73.8万 | 3,045股 | +51股+1.67% | 加仓 |
 沃尔玛WMT |
| 0.28% | 0.34% | $78.4万 | 6,926股 | $84.9万 | 6,830股 | +96股+1.41% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.27% | 0.26% | $76.8万 | 7,036股 | $65.2万 | 6,896股 | +140股+2.03% | 加仓 |
 艾伯维ABBV |
| 0.26% | 0.26% | $73.9万 | 2,937股 | $65.5万 | 3,014股 | -77股-2.55% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.26% | 0.27% | $73.3万 | 3,443股 | $66.8万 | 3,480股 | -37股-1.06% | 减仓 |
 波音BA |
| 0.25% | 0.27% | $71.4万 | 3,297股 | $67.6万 | 3,399股 | -102股-3.00% | 减仓 |
| F第一信托·UST DORSEY WRIGHT FOCUS 5 ETFFV |
| 0.24% | 0.36% | $68.1万 | 8,969股 | $89.2万 | 1.5万股 | -5,796股-39.25% | 减仓 |
 可口可乐KO |
| 0.24% | 0.25% | $67.2万 | 8,269股 | $62.5万 | 8,213股 | +56股+0.68% | 加仓 |
 PALO ALTOPANW |
| 0.22% | 0.09% | $61.1万 | 1,793股 | $22.5万 | 1,406股 | +387股+27.52% | 加仓 |
 家得宝HD |
| 0.21% | 0.23% | $59.4万 | 1,685股 | $56.6万 | 1,722股 | -37股-2.15% | 减仓 |
 雪佛龙CVX |
| 0.21% | 0.29% | $58.0万 | 3,502股 | $72.1万 | 3,483股 | +19股+0.55% | 加仓 |
 纽蒙特NEM |
| 0.2% | 0.27% | $57.5万 | 6,161股 | $66.6万 | 6,151股 | +10股+0.16% | 加仓 |
| SSPDR黄金信托GLD |
| 0.19% | 0.22% | $53.7万 | 1,459股 | $54.6万 | 1,268股 | +191股+15.06% | 加仓 |
| IiShares安硕·COREIJH |
| 0.19% | 0.19% | $53.5万 | 6,934股 | $46.1万 | 6,829股 | +105股+1.54% | 加仓 |
 应用材料AMAT |
| 0.19% | 0.1% | $52.9万 | 731股 | $24.3万 | 710股 | +21股+2.96% | 加仓 |
| CCATALYST BANCORP INCCLST |
| 0.18% | 0.2% | $49.5万 | 3.0万股 | $49.7万 | 3.0万股 | 00.00% | 持仓不变 |
