| J摩根大通交易所交易基金JEPI |
| 9.39% | 6.88% | $1,437.4万 | 25.4万股 | $1,031.6万 | 17.9万股 | +7.5万股+41.87% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 7.69% | 6.99% | $1,177.0万 | 25.3万股 | $1,048.6万 | 22.2万股 | +3.1万股+14.13% | 加仓 |
 英伟达NVDA |
| 7.42% | 7.26% | $1,135.7万 | 5.4万股 | $1,088.9万 | 5.5万股 | -1,134股-2.07% | 减仓 |
 亚马逊AMZN |
| 4.94% | 5.11% | $757.2万 | 3.1万股 | $767.1万 | 3.1万股 | -275股-0.89% | 减仓 |
 谷歌AGOOGL |
| 4.49% | 5.36% | $687.5万 | 1.9万股 | $804.2万 | 2.4万股 | -4,732股-19.84% | 减仓 |
| S嘉信·USSCHX |
| 4.26% | 4.56% | $653.1万 | 22.0万股 | $683.4万 | 24.8万股 | -2.7万股-11.01% | 减仓 |
| S嘉信·USSCHA |
| 4.14% | 3.95% | $633.3万 | 18.3万股 | $592.6万 | 18.9万股 | -5,415股-2.87% | 减仓 |
| SSPDR行业精选信托XLU |
| 3.67% | 3.76% | $562.1万 | 12.3万股 | $563.7万 | 12.2万股 | +539股+0.44% | 加仓 |
 微软MSFT |
| 3.07% | 3.53% | $469.9万 | 1.2万股 | $529.2万 | 1.3万股 | -662股-5.14% | 减仓 |
| F第一信托·USTCIBR |
| 2.87% | 2% | $439.7万 | 4.6万股 | $300.1万 | 4.7万股 | -95股-0.20% | 减仓 |
| V先锋领航·TOTALBND |
| 2.7% | 2.54% | $412.8万 | 5.7万股 | $381.6万 | 5.2万股 | +5,138股+9.95% | 加仓 |
 Meta平台META |
| 2.6% | 2.72% | $397.5万 | 6,014股 | $408.0万 | 6,076股 | -62股-1.02% | 减仓 |
| S道富XLI |
| 2.44% | 2.44% | $374.2万 | 2.1万股 | $366.1万 | 2.1万股 | -649股-3.03% | 减仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 2.38% | 2.48% | $364.1万 | 7.2万股 | $372.6万 | 7.3万股 | -623股-0.86% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.18% | 2.24% | $334.4万 | 6.6万股 | $336.2万 | 6.7万股 | -277股-0.42% | 减仓 |
 台积电TSM |
| 1.79% | 2.2% | $273.4万 | 6,504股 | $329.3万 | 8,780股 | -2,276股-25.92% | 减仓 |
 苹果AAPL |
| 1.76% | 1.57% | $270.0万 | 8,575股 | $235.4万 | 8,836股 | -261股-2.95% | 减仓 |
 AMD超威AMD |
| 1.69% | 1.27% | $258.5万 | 4,716股 | $189.8万 | 7,354股 | -2,638股-35.87% | 减仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 1.58% | — | $241.3万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| SSPDR行业精选信托XLF |
| 1.43% | 1.38% | $218.6万 | 3.9万股 | $207.0万 | 4.0万股 | -758股-1.91% | 减仓 |
 特斯拉TSLA |
| 1.39% | 1.57% | $212.5万 | 5,363股 | $235.2万 | 6,000股 | -637股-10.62% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.34% | 1.29% | $205.6万 | 2,735股 | $193.9万 | 2,770股 | -35股-1.26% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.31% | 1.25% | $200.2万 | 3.4万股 | $188.0万 | 3.2万股 | +2,641股+8.37% | 加仓 |
 联合健康UNH |
| 1.21% | 1.51% | $185.6万 | 4,365股 | $226.4万 | 7,209股 | -2,844股-39.45% | 减仓 |
 沃尔玛WMT |
| 1.2% | 1.43% | $184.1万 | 1.6万股 | $214.0万 | 1.7万股 | -966股-5.63% | 减仓 |
 VertivVRT |
| 1.05% | 1.89% | $160.2万 | 5,277股 | $283.9万 | 9,426股 | -4,149股-44.02% | 减仓 |
| SSpaceXSPCX |
| 0.97% | — | $148.3万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 优步UBER |
| 0.96% | 1.08% | $147.7万 | 2.0万股 | $162.7万 | 2.1万股 | -550股-2.61% | 减仓 |
 迪尔DE |
| 0.88% | 0.9% | $134.6万 | 2,304股 | $134.5万 | 2,333股 | -29股-1.24% | 减仓 |
 星巴克SBUX |
| 0.85% | 0.8% | $129.9万 | 1.2万股 | $119.9万 | 1.2万股 | +41股+0.34% | 加仓 |
 PAYPAL COMPYPL |
| 0.79% | 0.85% | $120.4万 | 2.5万股 | $127.5万 | 2.6万股 | -303股-1.18% | 减仓 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.78% | 1.34% | $118.7万 | 1.5万股 | $200.7万 | 1.7万股 | -2,056股-12.16% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.76% | 0.84% | $116.8万 | 2.1万股 | $126.5万 | 2.3万股 | -2,176股-9.59% | 减仓 |
 帕兰提尔PLTR |
| 0.76% | 0.76% | $116.0万 | 8,674股 | $114.3万 | 8,041股 | +633股+7.87% | 加仓 |
 VisaV |
| 0.74% | 0.68% | $113.2万 | 3,179股 | $102.2万 | 3,236股 | -57股-1.76% | 减仓 |
 艾伯维ABBV |
| 0.73% | 0.64% | $111.9万 | 4,570股 | $96.6万 | 4,637股 | -67股-1.44% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.72% | 0.8% | $110.6万 | 1.3万股 | $120.7万 | 1.3万股 | -1股-0.01% | 减仓 |
 REDDIT CL ARDDT |
| 0.72% | 0.57% | $110.0万 | 5,412股 | $85.9万 | 5,419股 | -7股-0.13% | 减仓 |
| Q高通QCOM |
| 0.69% | 0.54% | $105.2万 | 5,909股 | $81.1万 | 6,096股 | -187股-3.07% | 减仓 |
 埃克森美孚XOM |
| 0.67% | 0.82% | $102.9万 | 7,091股 | $122.6万 | 8,228股 | -1,137股-13.82% | 减仓 |
 TJXTJX |
| 0.67% | 0.73% | $102.2万 | 6,795股 | $109.8万 | 6,854股 | -59股-0.86% | 减仓 |
 RobinhoodHOOD |
| 0.65% | 0.53% | $100.0万 | 8,812股 | $78.8万 | 9,029股 | -217股-2.40% | 减仓 |
 ONEOKOKE |
| 0.64% | 0.67% | $97.7万 | 1.1万股 | $100.3万 | 1.2万股 | -1,295股-10.86% | 减仓 |
 波音BA |
| 0.59% | 0.63% | $90.6万 | 4,172股 | $94.6万 | 4,223股 | -51股-1.21% | 减仓 |
 家得宝HD |
| 0.58% | 0.6% | $89.2万 | 2,640股 | $90.0万 | 2,655股 | -15股-0.56% | 减仓 |
 宝洁PG |
| 0.54% | 0.55% | $83.1万 | 5,689股 | $82.0万 | 5,719股 | -30股-0.52% | 减仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 0.47% | 0.5% | $71.8万 | 3.9万股 | $75.4万 | 4.0万股 | -1,414股-3.52% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.44% | 0.38% | $66.8万 | 3,638股 | $57.6万 | 3,834股 | -196股-5.11% | 减仓 |
 默沙东MRK |
| 0.42% | 0.42% | $64.7万 | 5,359股 | $63.4万 | 5,376股 | -17股-0.32% | 减仓 |
 雪佛龙CVX |
| 0.4% | 0.44% | $61.1万 | 3,364股 | $66.6万 | 3,601股 | -237股-6.58% | 减仓 |
