| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 10.77% | 11.42% | $1,808.5万 | 35.9万股 | $1,881.8万 | 37.4万股 | -1.5万股-3.93% | 减仓 |
| IiShares安硕信托IVV |
| 4.84% | 4.9% | $812.5万 | 1.2万股 | $808.2万 | 1.2万股 | +639股+5.42% | 加仓 |
 苹果AAPL |
| 4.4% | 4.46% | $739.3万 | 2.9万股 | $734.6万 | 2.7万股 | +2,110股+7.81% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 3.98% | 4.47% | $667.5万 | 13.2万股 | $736.9万 | 14.6万股 | -1.4万股-9.45% | 减仓 |
 英伟达NVDA |
| 3.8% | 4.14% | $637.5万 | 3.7万股 | $681.6万 | 3.7万股 | +9股+0.02% | 加仓 |
| S道富SPYM |
| 3.35% | 3.11% | $562.4万 | 7.3万股 | $513.1万 | 6.4万股 | +9,508股+14.86% | 加仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPDEC |
| 3.19% | 3.1% | $535.9万 | 12.6万股 | $510.3万 | 11.8万股 | +8,454股+7.19% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.99% | 1.38% | $501.9万 | 7,718股 | $227.8万 | 3,341股 | +4,377股+131.01% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.89% | 2.82% | $484.5万 | 2.5万股 | $464.5万 | 2.4万股 | +993股+4.09% | 加仓 |
| WWisdomTree信托DGRW |
| 2.72% | 2.83% | $456.0万 | 5.2万股 | $466.1万 | 5.2万股 | -210股-0.40% | 减仓 |
 亚马逊AMZN |
| 2.64% | 2.35% | $443.3万 | 2.1万股 | $387.9万 | 1.7万股 | +4,483股+26.68% | 加仓 |
 微软MSFT |
| 2.26% | 2.43% | $378.9万 | 1.0万股 | $400.5万 | 8,281股 | +1,954股+23.60% | 加仓 |
| IInnovator ETF信托KDEC |
| 1.64% | 1.56% | $274.6万 | 10.7万股 | $257.7万 | 10.1万股 | +5,982股+5.93% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.61% | 1.75% | $270.4万 | 9,425股 | $288.8万 | 9,202股 | +223股+2.42% | 加仓 |
 星巴克SBUX |
| 1.49% | 1.42% | $249.6万 | 2.8万股 | $234.5万 | 2.8万股 | +9股+0.03% | 加仓 |
 Meta平台META |
| 1.44% | 1.65% | $241.6万 | 4,222股 | $271.9万 | 4,119股 | +103股+2.50% | 加仓 |
| IiShares安硕信托GJS |
| 1.42% | 1.11% | $239.2万 | 10.4万股 | $182.4万 | 7.9万股 | +2.5万股+31.75% | 加仓 |
 谷歌AGOOGL |
| 1.14% | 1.23% | $192.1万 | 6,681股 | $203.2万 | 6,492股 | +189股+2.91% | 加仓 |
 可口可乐KO |
| 1.14% | 1.06% | $190.8万 | 2.5万股 | $174.7万 | 2.5万股 | +94股+0.38% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.07% | 1.1% | $179.6万 | 8,508股 | $181.3万 | 8,549股 | -41股-0.48% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.07% | 1.11% | $179.2万 | 3,739股 | $183.0万 | 3,641股 | +98股+2.69% | 加仓 |
| I景顺QQQ信托VOO |
| 1% | 1.03% | $167.4万 | 2,900股 | $170.0万 | 2,768股 | +132股+4.77% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.95% | 1.17% | $160.2万 | 2.8万股 | $192.4万 | 3.2万股 | -4,114股-13.00% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.95% | 1.06% | $160.1万 | 8,824股 | $174.9万 | 8,761股 | +63股+0.72% | 加仓 |
| IiShares安硕信托IVW |
| 0.92% | 0.94% | $154.3万 | 1.4万股 | $154.8万 | 1.3万股 | +1,083股+8.62% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.91% | 0.91% | $153.1万 | 7,117股 | $150.7万 | 6,856股 | +261股+3.81% | 加仓 |
 博通AVGO |
| 0.81% | 0.9% | $136.6万 | 4,414股 | $149.0万 | 4,304股 | +110股+2.56% | 加仓 |
 礼来LLY |
| 0.67% | 0.78% | $111.7万 | 1,214股 | $128.6万 | 1,197股 | +17股+1.42% | 加仓 |
| IiShares安硕信托IUSB |
| 0.66% | 0.65% | $111.5万 | 2.4万股 | $106.6万 | 2.3万股 | +1,235股+5.39% | 加仓 |
| B贝莱德ETF信托CORO |
| 0.65% | — | $108.8万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.61% | 0.55% | $102.0万 | 4.4万股 | $91.3万 | 3.9万股 | +4,852股+12.41% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.61% | — | $101.8万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| F第一信托交易所交易基金VIFDEC |
| 0.56% | 0.59% | $94.8万 | 1.9万股 | $96.5万 | 1.9万股 | +200股+1.06% | 加仓 |
 TJXTJX |
| 0.56% | 0.55% | $94.7万 | 5,928股 | $90.7万 | 5,903股 | +25股+0.42% | 加仓 |
| BBONDBLOXX ETF TRUSTXTEN |
| 0.55% | 0.51% | $92.9万 | 2.0万股 | $84.0万 | 1.8万股 | +2,074股+11.41% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.53% | 0.53% | $88.3万 | 4,606股 | $86.9万 | 4,376股 | +230股+5.26% | 加仓 |
 NETFLIXNFLX |
| 0.52% | 0.56% | $86.5万 | 9,000股 | $93.1万 | 9,927股 | -927股-9.34% | 减仓 |
 直觉外科ISRG |
| 0.49% | 0.61% | $82.8万 | 1,797股 | $101.0万 | 1,784股 | +13股+0.73% | 加仓 |
| FFRST TST CALIFORNIA MUN HIGH INCFCAL |
| 0.48% | 0.49% | $80.9万 | 1.7万股 | $80.9万 | 1.6万股 | +123股+0.75% | 加仓 |
 甲骨文ORCL |
| 0.48% | 0.64% | $80.5万 | 5,471股 | $105.1万 | 5,392股 | +79股+1.47% | 加仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL |
| 0.46% | 0.59% | $77.6万 | 1.7万股 | $97.5万 | 2.1万股 | -4,099股-19.53% | 减仓 |
| B贝莱德ETF信托BAI |
| 0.46% | 0.44% | $77.0万 | 2.3万股 | $71.9万 | 2.2万股 | +1,768股+8.19% | 加仓 |
 家得宝HD |
| 0.45% | 0.5% | $75.4万 | 2,293股 | $82.1万 | 2,385股 | -92股-3.86% | 减仓 |
| IiShares安硕信托EFV |
| 0.45% | 0.73% | $75.1万 | 1.0万股 | $121.0万 | 1.7万股 | -6,837股-40.36% | 减仓 |
 摩根大通JPM |
| 0.44% | 0.49% | $74.4万 | 2,528股 | $80.7万 | 2,505股 | +23股+0.92% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.44% | 0.36% | $73.5万 | 9,118股 | $60.0万 | 7,793股 | +1,325股+17.00% | 加仓 |
 FIRST MERCHANTSFRME |
| 0.44% | 0.44% | $73.2万 | 1.8万股 | $72.3万 | 1.8万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.42% | 0.34% | $70.9万 | 1,001股 | $56.7万 | 990股 | +11股+1.11% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.42% | 0.43% | $70.7万 | 6,307股 | $70.7万 | 5,927股 | +380股+6.41% | 加仓 |
| B贝莱德ETF信托THRO |
| 0.42% | 0.42% | $70.1万 | 1.9万股 | $69.2万 | 1.8万股 | +1,402股+7.81% | 加仓 |
