| SSPDR标普500 ETFSPY |
| 19.92% | 16.81% | $376.7万 | 5,045股 | $328.0万 | 5,043股 | +2股+0.04% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 10.7% | 11.8% | $202.3万 | 3.6万股 | $230.3万 | 4.1万股 | -4,803股-11.82% | 减仓 |
 苹果AAPL |
| 7.13% | 6.19% | $134.9万 | 4,661股 | $120.8万 | 4,761股 | -100股-2.10% | 减仓 |
 微软MSFT |
| 5.97% | 6.25% | $112.8万 | 3,024股 | $121.9万 | 3,293股 | -269股-8.17% | 减仓 |
 雪佛龙CVX |
| 4.5% | 5.43% | $85.1万 | 5,132股 | $106.0万 | 5,123股 | +9股+0.18% | 加仓 |
 艾伯维ABBV |
| 2.69% | 1.69% | $50.9万 | 2,022股 | $32.9万 | 1,514股 | +508股+33.55% | 加仓 |
| F富达Covington信托FBCG |
| 2.29% | — | $43.3万 | 6,975股 | $0 | 0股 | +6,975股 | 新买入 |
 谷歌AGOOGL |
| 2.04% | 1.59% | $38.6万 | 1,079股 | $31.0万 | 1,079股 | 00.00% | 持仓不变 |
 iShares安硕·MBSACGL |
| 1.98% | 2.08% | $37.5万 | 3,969股 | $40.7万 | 4,282股 | -313股-7.31% | 减仓 |
 亚马逊AMZN |
| 1.9% | 1.6% | $35.9万 | 1,508股 | $31.3万 | 1,503股 | +5股+0.33% | 加仓 |
| V先锋领航指数基金VOO |
| 1.13% | 0.86% | $21.4万 | 290股 | $16.7万 | 290股 | 00.00% | 持仓不变 |
 COMPASS PATHWAYS ADR A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSCMPS |
| 1.1% | 0.42% | $20.8万 | 1.5万股 | $8.1万 | 1.5万股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 1.03% | 0.94% | $19.5万 | 1,233股 | $18.3万 | 1,233股 | 00.00% | 持仓不变 |
| S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY |
| 0.99% | 0.95% | $18.6万 | 5,876股 | $18.6万 | 5,876股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.89% | 1.06% | $16.8万 | 622股 | $20.7万 | 667股 | -45股-6.75% | 减仓 |
| PPRINCIPAL FINANCIAL INPFG |
| 0.88% | 0.71% | $16.7万 | 1,547股 | $13.9万 | 1,547股 | 00.00% | 持仓不变 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.88% | 0.82% | $16.6万 | 3,530股 | $16.0万 | 3,397股 | +133股+3.92% | 加仓 |
 联合包裹UPSUPS |
| 0.85% | 0.76% | $16.1万 | 1,500股 | $14.8万 | 1,500股 | 00.00% | 持仓不变 |
| EETFS GOLD TRSGOL |
| 0.81% | 0.91% | $15.3万 | 4,000股 | $17.8万 | 4,000股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.8% | 0.68% | $15.2万 | 758股 | $13.2万 | 758股 | 00.00% | 持仓不变 |
| PPROLOGIS COMPLD |
| 0.78% | 0.73% | $14.7万 | 1,084股 | $14.2万 | 1,076股 | +8股+0.74% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.77% | 0.67% | $14.6万 | 1,745股 | $13.1万 | 1,745股 | 00.00% | 持仓不变 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.77% | 0.67% | $14.5万 | 6,109股 | $13.1万 | 6,109股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 0.74% | 0.96% | $14.0万 | 1,858股 | $18.7万 | 2,125股 | -267股-12.56% | 减仓 |
| V先锋领航指数基金VTV |
| 0.74% | 0.64% | $13.9万 | 638股 | $12.5万 | 635股 | +3股+0.47% | 加仓 |
 美国电力AEP |
| 0.73% | 0.67% | $13.8万 | 1,008股 | $13.1万 | 1,002股 | +6股+0.60% | 加仓 |
 SIMMONS FIRST NATLSFNC |
| 0.71% | 0.59% | $13.4万 | 5,896股 | $11.5万 | 5,896股 | 00.00% | 持仓不变 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.7% | 0.67% | $13.2万 | 2,490股 | $13.2万 | 2,490股 | 00.00% | 持仓不变 |
 ADVANCE AUTO PARTSAAP |
| 0.66% | 0.54% | $12.4万 | 2,000股 | $10.6万 | 2,000股 | 00.00% | 持仓不变 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 0.61% | 0.47% | $11.5万 | 850股 | $9.2万 | 789股 | +61股+7.73% | 加仓 |
 BlockXYZ |
| 0.6% | 0.46% | $11.4万 | 1,500股 | $9.0万 | 1,500股 | 00.00% | 持仓不变 |
| PPRAXIS FDSPRXG |
| 0.57% | 0.47% | $10.8万 | 2,770股 | $9.1万 | 2,770股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.56% | 0.6% | $10.6万 | 938股 | $11.6万 | 935股 | +3股+0.32% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.55% | 0.42% | $10.3万 | 341股 | $8.1万 | 341股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.53% | 0.25% | $10.0万 | 231股 | $4.9万 | 231股 | 00.00% | 持仓不变 |
| SSTRATEGY SHSESUM |
| 0.53% | 0.44% | $10.0万 | 3,248股 | $8.5万 | 3,248股 | 00.00% | 持仓不变 |
| TTHRIVENT ETF TRUSTTUSB |
| 0.52% | 0.5% | $9.8万 | 1,940股 | $9.8万 | 1,940股 | 00.00% | 持仓不变 |
| WWORLD GOLD TRGLD |
| 0.52% | 0.58% | $9.7万 | 1,227股 | $11.4万 | 1,227股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVEM |
| 0.51% | 0.46% | $9.6万 | 997股 | $8.9万 | 1,106股 | -109股-9.86% | 减仓 |
| PPRAXIS FDSPRXV |
| 0.47% | 0.4% | $8.8万 | 2,533股 | $7.9万 | 2,533股 | 00.00% | 持仓不变 |
| WWINGSTOPWING |
| 0.46% | — | $8.7万 | 500股 | $0 | 0股 | +500股 | 新买入 |
| IiShares安硕信托LMUB |
| 0.44% | 0.35% | $8.4万 | 1,638股 | $6.9万 | 1,379股 | +259股+18.78% | 加仓 |
| I景顺交易所交易基金IIBKLN |
| 0.44% | 0.44% | $8.4万 | 4,101股 | $8.6万 | 4,230股 | -129股-3.05% | 减仓 |
 强生JNJ |
| 0.44% | 0.41% | $8.3万 | 326股 | $7.9万 | 324股 | +2股+0.62% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.41% | 0.29% | $7.8万 | 481股 | $5.7万 | 509股 | -28股-5.50% | 减仓 |
| V先锋领航全球基金VDE |
| 0.39% | 0.54% | $7.3万 | 488股 | $10.5万 | 608股 | -120股-19.74% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.39% | 0.3% | $7.3万 | 207股 | $5.9万 | 207股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.38% | 0.44% | $7.1万 | 193股 | $8.6万 | 199股 | -6股-3.02% | 减仓 |
 金佰利KMB |
| 0.37% | 0.31% | $7.0万 | 638股 | $6.1万 | 630股 | +8股+1.27% | 加仓 |
| SSpaceXSPCX |
| 0.36% | — | $6.8万 | 398股 | $0 | 0股 | +398股 | 新买入 |
