| IiShares安硕信托IWY |
| 11.11% | 10.63% | $2,016.6万 | 6.9万股 | $1,654.7万 | 6.6万股 | +2,894股+4.35% | 加仓 |
| J骏利亨德森JAAA |
| 6.9% | 8.21% | $1,253.8万 | 24.8万股 | $1,277.4万 | 25.4万股 | -5,281股-2.08% | 减仓 |
| S嘉信策略信托SCHR |
| 5.17% | 6.09% | $937.9万 | 38.0万股 | $948.2万 | 38.1万股 | -288股-0.08% | 减仓 |
| I景顺·S&PIDMO |
| 4.94% | 4.37% | $896.4万 | 14.9万股 | $680.2万 | 12.4万股 | +2.5万股+19.86% | 加仓 |
 苹果AAPL |
| 4.51% | 4.29% | $818.3万 | 2.8万股 | $667.5万 | 2.6万股 | +1,980股+7.53% | 加仓 |
| V先锋领航·MIDVO |
| 4.06% | 4.13% | $737.1万 | 9.1万股 | $643.2万 | 2.2万股 | +6.9万股+308.46% | 加仓 |
| V先锋领航全球基金MGV |
| 3.58% | 2.64% | $650.5万 | 4.0万股 | $411.3万 | 2.8万股 | +1.1万股+40.28% | 加仓 |
 英伟达NVDA |
| 3.26% | 2.96% | $592.0万 | 3.0万股 | $460.1万 | 2.6万股 | +3,201股+12.13% | 加仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 3.09% | 4.19% | $561.7万 | 11.5万股 | $652.6万 | 12.8万股 | -1.3万股-10.15% | 减仓 |
| J骏利Detroit策略信托VNLA |
| 2.28% | 2.92% | $414.3万 | 8.5万股 | $454.0万 | 9.3万股 | -8,124股-8.74% | 减仓 |
| V先锋领航·TOTALBNDX |
| 2.27% | 2.65% | $412.4万 | 8.5万股 | $412.1万 | 8.6万股 | -607股-0.71% | 减仓 |
| UUnityU |
| 2.08% | 1.86% | $378.1万 | 13.2万股 | $290.3万 | 13.2万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 2.04% | 2.14% | $371.1万 | 9,948股 | $332.7万 | 8,989股 | +959股+10.67% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.96% | 2.27% | $355.7万 | 14.7万股 | $354.1万 | 14.6万股 | +1,470股+1.01% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 1.81% | 2.03% | $328.9万 | 6.6万股 | $316.0万 | 6.3万股 | +2,640股+4.16% | 加仓 |
| IiShares安硕信托EFV |
| 1.65% | 1.28% | $299.3万 | 3.9万股 | $199.7万 | 2.7万股 | +1.2万股+45.55% | 加仓 |
| SSPDR道富系列信托SJNK |
| 1.6% | 1.86% | $290.5万 | 11.6万股 | $289.2万 | 11.6万股 | +267股+0.23% | 加仓 |
 亚马逊AMZN |
| 1.23% | 1.05% | $224.0万 | 9,400股 | $162.9万 | 7,823股 | +1,577股+20.16% | 加仓 |
| J骏利Detroit策略信托JABS |
| 1.22% | 1.42% | $220.7万 | 4.4万股 | $220.4万 | 4.4万股 | -4股-0.01% | 减仓 |
 博通AVGO |
| 1.13% | 0.99% | $205.5万 | 5,439股 | $153.9万 | 4,971股 | +468股+9.41% | 加仓 |
 VistraVST |
| 1.13% | 1.24% | $205.3万 | 1.3万股 | $193.6万 | 1.3万股 | +65股+0.50% | 加仓 |
| IiShares安硕信托IOO |
| 0.93% | 0.96% | $168.7万 | 1.2万股 | $149.4万 | 1.2万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.92% | 0.67% | $167.8万 | 4,695股 | $104.0万 | 3,617股 | +1,078股+29.80% | 加仓 |
| S嘉信策略信托SCHD |
| 0.9% | 2.89% | $163.9万 | 5.2万股 | $450.2万 | 14.7万股 | -9.5万股-64.77% | 减仓 |
| J骏利·HENDERSON SECURITIZED INCOME ETFJSI |
| 0.87% | 1.04% | $158.0万 | 3.1万股 | $161.7万 | 3.1万股 | -498股-1.59% | 减仓 |
| IiShares安硕信托IGIB |
| 0.86% | 1.04% | $155.9万 | 2.9万股 | $161.7万 | 3.0万股 | -1,073股-3.53% | 减仓 |
 美光科技MU |
| 0.84% | 0.23% | $152.5万 | 1,321股 | $36.0万 | 1,065股 | +256股+24.04% | 加仓 |
 思科CSCO |
| 0.77% | 0.61% | $139.2万 | 1.2万股 | $94.6万 | 1.2万股 | -343股-2.81% | 减仓 |
 ALLIANCE RESOURCE PARTNERS L P UT LTD PARTARLP |
| 0.74% | 1.24% | $134.3万 | 5.6万股 | $193.6万 | 7.0万股 | -1.4万股-20.00% | 减仓 |
 摩根大通JPM |
| 0.72% | 0.7% | $130.6万 | 3,989股 | $108.8万 | 3,700股 | +289股+7.81% | 加仓 |
| S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY |
| 0.7% | 0.7% | $127.2万 | 4.0万股 | $108.2万 | 3.4万股 | +5,918股+17.32% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.64% | 0.46% | $115.3万 | 3,264股 | $72.1万 | 2,515股 | +749股+29.78% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.62% | 0.63% | $112.7万 | 3.2万股 | $98.7万 | 3.2万股 | +17股+0.05% | 加仓 |
 VisaV |
| 0.59% | 0.54% | $106.5万 | 3,104股 | $83.3万 | 2,756股 | +348股+12.63% | 加仓 |
| J骏利Detroit策略信托JBBB |
| 0.57% | 0.77% | $103.0万 | 2.2万股 | $119.9万 | 2.6万股 | -3,962股-15.40% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.56% | 0.54% | $101.3万 | 2,024股 | $84.1万 | 1,755股 | +269股+15.33% | 加仓 |
 PARK AEROSPACE CORP COMPKE |
| 0.53% | 0.39% | $96.8万 | 2.5万股 | $61.0万 | 2.2万股 | +3,092股+13.88% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.53% | 0.55% | $96.2万 | 2.8万股 | $85.8万 | 2.9万股 | -1,045股-3.55% | 减仓 |
| IInnovator ETF信托PMAR |
| 0.53% | 0.58% | $95.9万 | 2.0万股 | $89.6万 | 2.0万股 | 00.00% | 持仓不变 |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 0.52% | — | $95.3万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| SSCHWAB HIGH YIELD BOND ETFSCYB |
| 0.52% | 0.56% | $95.1万 | 3.6万股 | $87.5万 | 3.4万股 | +2,676股+7.95% | 加仓 |
 好市多COST |
| 0.47% | 0.55% | $85.1万 | 910股 | $84.9万 | 852股 | +58股+6.81% | 加仓 |
| V先锋领航指数基金VTV |
| 0.46% | 0.49% | $83.9万 | 3,852股 | $75.5万 | 3,848股 | +4股+0.10% | 加仓 |
 Meta平台META |
| 0.43% | 0.44% | $78.2万 | 1,388股 | $68.5万 | 1,197股 | +191股+15.96% | 加仓 |
 AMD超威AMD |
| 0.42% | — | $76.4万 | 1,315股 | $0 | 0股 | +1,315股 | 新买入 |
 特斯拉TSLA |
| 0.41% | 0.33% | $75.3万 | 1,790股 | $51.6万 | 1,387股 | +403股+29.06% | 加仓 |
 英特尔INTC |
| 0.39% | — | $71.4万 | 5,112股 | $0 | 0股 | +5,112股 | 新买入 |
| FFABRINETFN |
| 0.38% | 0.41% | $69.5万 | 1,237股 | $64.4万 | 1,234股 | +3股+0.24% | 加仓 |
 可口可乐KO |
| 0.38% | 0.38% | $69.3万 | 8,524股 | $59.6万 | 7,841股 | +683股+8.71% | 加仓 |
| J骏利Detroit策略信托JIII |
| 0.37% | 0.34% | $67.9万 | 1.4万股 | $52.8万 | 1.1万股 | +2,972股+27.89% | 加仓 |
