 博通AVGO |
| 7.62% | 7.17% | $2,246.7万 | 5.9万股 | $1,829.6万 | 5.9万股 | +364股+0.62% | 加仓 |
 苹果AAPL |
| 6.81% | 7.11% | $2,007.8万 | 6.9万股 | $1,815.6万 | 7.2万股 | -2,153股-3.01% | 减仓 |
| FFIRST TR HIGH YIELD OPPRT 2027 COMFTHY |
| 5.46% | 6.21% | $1,608.3万 | 117.4万股 | $1,586.6万 | 117.3万股 | +1,332股+0.11% | 加仓 |
 亚马逊AMZN |
| 5.08% | 5.14% | $1,496.1万 | 6.3万股 | $1,313.1万 | 6.3万股 | -278股-0.44% | 减仓 |
 英伟达NVDA |
| 4.61% | 4.59% | $1,359.9万 | 6.8万股 | $1,171.8万 | 6.7万股 | +770股+1.15% | 加仓 |
 美光科技MU |
| 4.08% | 1.26% | $1,201.9万 | 1.0万股 | $321.7万 | 9,522股 | +890股+9.35% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 3.26% | 3.28% | $961.1万 | 15.6万股 | $836.5万 | 15.1万股 | +5,720股+3.80% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 3.2% | 3.01% | $943.6万 | 18.3万股 | $769.4万 | 17.1万股 | +1.2万股+7.06% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.29% | 2.06% | $673.9万 | 1.9万股 | $526.1万 | 1.8万股 | +731股+3.99% | 加仓 |
| FFIDELITY LOW VOLATILITY FACTOR ETFFDLO |
| 2.23% | — | $657.1万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
| G高盛ETF信托GINC |
| 1.98% | 1.81% | $584.4万 | 10.5万股 | $462.1万 | 9.2万股 | +1.3万股+13.88% | 加仓 |
 万事达MA |
| 1.87% | 2.15% | $550.6万 | 1.1万股 | $549.1万 | 1.1万股 | -268股-2.44% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.61% | 1.83% | $473.8万 | 8.4万股 | $466.8万 | 8.2万股 | +1,517股+1.84% | 加仓 |
| IiShares安硕信托USMV |
| 1.44% | 4.24% | $425.7万 | 4.4万股 | $1,082.3万 | 11.7万股 | -7.3万股-62.18% | 减仓 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 1.43% | 1.3% | $420.8万 | 9.2万股 | $331.3万 | 8.4万股 | +8,067股+9.61% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.42% | 1.67% | $417.6万 | 4.6万股 | $427.2万 | 4.7万股 | -1,054股-2.26% | 减仓 |
 艾伯维ABBV |
| 1.35% | 1.31% | $396.4万 | 1.6万股 | $334.2万 | 1.5万股 | +387股+2.52% | 加仓 |
| F富兰克林·INCOME FOCUS ETFINCM |
| 1.18% | 1.25% | $347.4万 | 12.0万股 | $320.2万 | 11.1万股 | +9,038股+8.12% | 加仓 |
 诺和诺德NVO |
| 1.13% | 0.67% | $333.3万 | 7.0万股 | $171.9万 | 4.7万股 | +2.3万股+48.65% | 加仓 |
 谷歌AGOOGL |
| 1.12% | 1.04% | $329.8万 | 9,227股 | $266.0万 | 9,249股 | -22股-0.24% | 减仓 |
 宝洁PG |
| 1.12% | 1.29% | $329.4万 | 2.2万股 | $328.8万 | 2.3万股 | -298股-1.31% | 减仓 |
 礼来LLY |
| 1.12% | 0.95% | $329.1万 | 2,744股 | $241.7万 | 2,628股 | +116股+4.41% | 加仓 |
 Meta平台META |
| 1.08% | 1.5% | $319.4万 | 5,669股 | $382.8万 | 6,691股 | -1,022股-15.27% | 减仓 |
 VertivVRT |
| 1.02% | 0.88% | $301.4万 | 9,002股 | $226.0万 | 9,018股 | -16股-0.18% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 0.92% | 1.02% | $270.9万 | 4.0万股 | $259.7万 | 4.1万股 | -552股-1.36% | 减仓 |
| BBANK OF AMERBAC |
| 0.91% | 0.97% | $269.2万 | 4.7万股 | $248.7万 | 5.1万股 | -3,782股-7.41% | 减仓 |
 CrowdStrikeCRWD |
| 0.9% | 0.94% | $264.4万 | 3,464股 | $240.6万 | 6,163股 | -2,699股-43.79% | 减仓 |
 微软MSFT |
| 0.83% | 0.93% | $245.8万 | 6,590股 | $237.7万 | 6,420股 | +170股+2.65% | 加仓 |
| AABRDN INCOME CREDIT STRAACP |
| 0.82% | 1.06% | $243.0万 | 46.7万股 | $269.9万 | 52.9万股 | -6.2万股-11.70% | 减仓 |
| J骏利亨德森JAAA |
| 0.75% | 0.75% | $221.9万 | 4.4万股 | $192.2万 | 3.8万股 | +5,781股+15.15% | 加仓 |
 好市多COST |
| 0.75% | 0.92% | $220.1万 | 2,353股 | $235.2万 | 2,360股 | -7股-0.30% | 减仓 |
 QUANTA SVCSPWR |
| 0.71% | 0.63% | $209.4万 | 2,908股 | $160.4万 | 2,922股 | -14股-0.48% | 减仓 |
| G高盛ETF信托GINC |
| 0.71% | 0.6% | $208.3万 | 3.5万股 | $152.8万 | 3.1万股 | +4,242股+13.74% | 加仓 |
 NUVEEN AMT FREE MUN CR FNVG |
| 0.65% | 0.77% | $192.2万 | 15.0万股 | $196.7万 | 16.0万股 | -9,336股-5.85% | 减仓 |
| F第一信托·USTFVD |
| 0.65% | 0.76% | $191.5万 | 4.0万股 | $195.2万 | 4.2万股 | -1,768股-4.26% | 减仓 |
 伊顿ETN |
| 0.62% | 0.68% | $184.0万 | 4,317股 | $173.7万 | 4,856股 | -539股-11.10% | 减仓 |
| C花旗集团C |
| 0.62% | 0.46% | $183.4万 | 1.3万股 | $116.3万 | 1.0万股 | +2,855股+27.85% | 加仓 |
 摩根大通JPM |
| 0.61% | 0.64% | $179.8万 | 5,493股 | $164.1万 | 5,578股 | -85股-1.52% | 减仓 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 0.61% | 0.71% | $179.1万 | 2.2万股 | $180.1万 | 2.2万股 | -180股-0.81% | 减仓 |
| J摩根大通交易所交易基金JGRO |
| 0.58% | 0.52% | $169.6万 | 1.7万股 | $131.5万 | 1.6万股 | +1,643股+10.56% | 加仓 |
 强生JNJ |
| 0.57% | 0.59% | $167.4万 | 6,591股 | $151.9万 | 6,214股 | +377股+6.07% | 加仓 |
| VVanEck ETF信托HYD |
| 0.57% | 0.63% | $166.6万 | 3.2万股 | $161.9万 | 3.2万股 | +61股+0.19% | 加仓 |
 埃克森美孚XOM |
| 0.56% | 0.74% | $165.9万 | 1.2万股 | $189.4万 | 1.1万股 | +971股+8.70% | 加仓 |
 GE VernovaGEV |
| 0.55% | 0.41% | $160.7万 | 1,368股 | $105.9万 | 1,213股 | +155股+12.78% | 加仓 |
 VisaV |
| 0.53% | 0.54% | $156.2万 | 4,552股 | $138.6万 | 4,585股 | -33股-0.72% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.53% | 0.66% | $155.4万 | 1.9万股 | $169.5万 | 2.1万股 | -2,489股-11.69% | 减仓 |
 可口可乐KO |
| 0.52% | 0.57% | $152.5万 | 1.9万股 | $145.9万 | 1.9万股 | -425股-2.21% | 减仓 |
| V先锋领航全球基金VPU |
| 0.51% | 0.62% | $151.3万 | 7,730股 | $157.4万 | 7,945股 | -215股-2.71% | 减仓 |
 BP SPONSORED ADRBP |
| 0.5% | 0.79% | $148.0万 | 4.0万股 | $201.6万 | 4.3万股 | -2,837股-6.61% | 减仓 |
 ROYCE SMALL CAP TRUST CFRVT |
| 0.49% | 0.53% | $142.9万 | 7.7万股 | $136.3万 | 8.2万股 | -4,700股-5.73% | 减仓 |
