| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 6.15% | 5.82% | $1,929.8万 | 84.2万股 | $1,882.3万 | 82.3万股 | +1.9万股+2.35% | 加仓 |
 苹果AAPL |
| 5.59% | 5.97% | $1,754.2万 | 6.9万股 | $1,932.2万 | 7.1万股 | -1,950股-2.74% | 减仓 |
| IiShares安硕信托IBTI |
| 5.11% | 4.87% | $1,604.6万 | 72.0万股 | $1,574.9万 | 70.4万股 | +1.6万股+2.26% | 加仓 |
 谷歌AGOOGL |
| 3.96% | 4.22% | $1,242.2万 | 4.3万股 | $1,364.5万 | 4.4万股 | -395股-0.91% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.34% | 3.39% | $1,048.9万 | 2.2万股 | $1,096.8万 | 2.2万股 | +67股+0.31% | 加仓 |
| IiShares安硕信托IBDR |
| 3.3% | 3.08% | $1,036.8万 | 42.8万股 | $996.2万 | 41.1万股 | +1.7万股+4.03% | 加仓 |
 英伟达NVDA |
| 3.23% | 3.34% | $1,014.3万 | 5.8万股 | $1,080.3万 | 5.8万股 | +230股+0.40% | 加仓 |
 博通AVGO |
| 3.17% | 3.52% | $994.3万 | 3.2万股 | $1,138.1万 | 3.3万股 | -757股-2.30% | 减仓 |
 亚马逊AMZN |
| 3.15% | 3.41% | $988.3万 | 4.7万股 | $1,102.2万 | 4.8万股 | -298股-0.62% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 2.97% | 3.03% | $933.6万 | 13股 | $981.2万 | 13股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 2.73% | 2.36% | $855.7万 | 2.4万股 | $763.0万 | 2.4万股 | -31股-0.13% | 减仓 |
 微软MSFT |
| 2.69% | 3.33% | $843.7万 | 2.3万股 | $1,077.1万 | 2.2万股 | +520股+2.33% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.61% | 2.55% | $817.8万 | 3.8万股 | $823.8万 | 3.7万股 | +543股+1.45% | 加仓 |
 特斯拉TSLA |
| 2.42% | 2.8% | $760.2万 | 2.0万股 | $907.3万 | 2.0万股 | +276股+1.37% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 2.37% | 2.17% | $743.1万 | 35.5万股 | $701.3万 | 33.2万股 | +2.3万股+7.06% | 加仓 |
 摩根大通JPM |
| 1.72% | 1.83% | $538.3万 | 1.8万股 | $591.1万 | 1.8万股 | -44股-0.24% | 减仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 1.65% | 0.38% | $517.1万 | 10.2万股 | $122.9万 | 2.8万股 | +7.4万股+267.17% | 加仓 |
| N新纪元能源NEE |
| 1.35% | 1.13% | $422.6万 | 4.5万股 | $366.6万 | 4.6万股 | -164股-0.36% | 减仓 |
 家得宝HD |
| 1.22% | 1.26% | $384.3万 | 1.2万股 | $407.2万 | 1.2万股 | -149股-1.26% | 减仓 |
 洛克希德马丁LMT |
| 1.19% | 0.91% | $372.1万 | 6,157股 | $295.8万 | 6,116股 | +41股+0.67% | 加仓 |
| G通用动力VTI |
| 1.11% | 1.08% | $347.8万 | 1.1万股 | $348.5万 | 1.0万股 | +447股+4.30% | 加仓 |
| V先锋领航指数基金VUG |
| 1.11% | 1.1% | $346.9万 | 7,942股 | $356.5万 | 7,307股 | +635股+8.69% | 加仓 |
| V先锋领航白厅基金VNQ |
| 1.1% | 0.99% | $344.9万 | 3.9万股 | $320.7万 | 3.5万股 | +3,918股+11.17% | 加仓 |
 帕兰提尔PLTR |
| 1.07% | 1.26% | $334.8万 | 2.3万股 | $406.5万 | 2.3万股 | +18股+0.08% | 加仓 |
| C资本集团成长ETFCGGR |
| 1.05% | 1% | $329.1万 | 9.9万股 | $322.9万 | 9.3万股 | +5,437股+5.83% | 加仓 |
 VALERO ENERGY COMVLO |
| 1.04% | 0.82% | $326.0万 | 1.3万股 | $264.4万 | 1.6万股 | -3,044股-18.74% | 减仓 |
| IiShares安硕信托IBMS |
| 0.94% | 0.97% | $296.0万 | 11.5万股 | $313.1万 | 12.0万股 | -5,542股-4.61% | 减仓 |
 礼来LLY |
| 0.94% | 1.1% | $294.1万 | 3,198股 | $357.5万 | 3,327股 | -129股-3.88% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.9% | 0.82% | $282.8万 | 5.0万股 | $265.1万 | 4.6万股 | +3,575股+7.72% | 加仓 |
 好市多COST |
| 0.85% | 0.72% | $268.1万 | 2,690股 | $233.2万 | 2,704股 | -14股-0.52% | 减仓 |
 GE VernovaGEV |
| 0.83% | 0.6% | $260.8万 | 2,988股 | $192.6万 | 2,947股 | +41股+1.39% | 加仓 |
 Meta平台META |
| 0.82% | 0.9% | $256.6万 | 4,486股 | $290.5万 | 4,401股 | +85股+1.93% | 加仓 |
 NETFLIXNFLX |
| 0.82% | 0.76% | $256.6万 | 2.7万股 | $246.0万 | 2.6万股 | +444股+1.69% | 加仓 |
| IiShares安硕信托IBMO |
| 0.79% | 0.66% | $248.2万 | 9.7万股 | $212.4万 | 8.3万股 | +1.4万股+16.90% | 加仓 |
 AMGEN COMAMGN |
| 0.78% | 0.7% | $243.8万 | 6,928股 | $225.7万 | 6,895股 | +33股+0.48% | 加仓 |
 雪佛龙CVX |
| 0.69% | 0.56% | $215.9万 | 1.0万股 | $180.1万 | 1.2万股 | -1,385股-11.72% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.69% | 0.65% | $215.4万 | 1.5万股 | $210.0万 | 1.5万股 | -91股-0.62% | 减仓 |
 VisaV |
| 0.68% | 0.74% | $212.6万 | 7,033股 | $240.5万 | 6,858股 | +175股+2.55% | 加仓 |
 霍尼韦尔HON |
| 0.66% | 0.56% | $208.5万 | 9,226股 | $181.1万 | 9,285股 | -59股-0.64% | 减仓 |
| Q高通QCOM |
| 0.64% | 0.86% | $202.2万 | 1.6万股 | $279.0万 | 1.6万股 | -615股-3.77% | 减仓 |
| V先锋领航白厅基金VYMI |
| 0.6% | 0.49% | $187.2万 | 2.0万股 | $158.7万 | 1.8万股 | +2,227股+12.63% | 加仓 |
 CrowdStrikeCRWD |
| 0.59% | 0.7% | $186.7万 | 4,782股 | $225.1万 | 4,801股 | -19股-0.40% | 减仓 |
 AMD超威AMD |
| 0.58% | 0.6% | $181.8万 | 8,939股 | $193.3万 | 9,026股 | -87股-0.96% | 减仓 |
| V先锋领航全球基金VGT |
| 0.54% | 0.61% | $170.6万 | 2,445股 | $197.4万 | 2,619股 | -174股-6.64% | 减仓 |
 艾伯维ABBV |
| 0.54% | 0.56% | $169.6万 | 7,796股 | $182.5万 | 7,987股 | -191股-2.39% | 减仓 |
 强生JNJ |
| 0.5% | 0.41% | $156.9万 | 6,419股 | $132.3万 | 6,392股 | +27股+0.42% | 加仓 |
 布鲁克菲尔德BN |
| 0.5% | 0.55% | $156.6万 | 3.9万股 | $177.5万 | 3.9万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.5% | 0.52% | $156.3万 | 5,447股 | $168.3万 | 5,362股 | +85股+1.59% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.47% | 0.38% | $146.1万 | 3.9万股 | $123.9万 | 3.9万股 | -37股-0.10% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.45% | 0.34% | $141.2万 | 1.0万股 | $110.7万 | 7,847股 | +2,364股+30.13% | 加仓 |
