| I景顺QQQ信托VOO |
| 10.71% | 10% | $1,473.7万 | 2.0万股 | $1,331.1万 | 2.3万股 | -3,050股-13.22% | 减仓 |
| IiShares安硕信托IBHF |
| 5.39% | 10.31% | $741.2万 | 32.7万股 | $1,372.3万 | 59.8万股 | -27.1万股-45.27% | 减仓 |
| IiShares安硕信托IBHI |
| 4.85% | 4.41% | $667.1万 | 28.5万股 | $586.6万 | 25.2万股 | +3.3万股+13.20% | 加仓 |
| IiShares安硕信托ITA |
| 4.31% | 3.96% | $593.3万 | 2.4万股 | $527.0万 | 2.4万股 | +381股+1.58% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 4.19% | — | $577.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| IiShares安硕信托IBHH |
| 3.68% | 3.75% | $506.4万 | 21.5万股 | $499.1万 | 21.3万股 | +2,811股+1.32% | 加仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 3.36% | — | $461.8万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
| IiShares安硕信托IBMR |
| 2.4% | — | $330.3万 | 14.3万股 | $0 | 0股 | +14.3万股 | 新买入 |
| IiShares安硕信托IBDT |
| 2.33% | 2.38% | $320.9万 | 12.7万股 | $317.0万 | 12.5万股 | +1,929股+1.54% | 加仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 2.31% | 2.17% | $318.4万 | 1.7万股 | $289.1万 | 1.7万股 | -380股-2.22% | 减仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 2.25% | 2.39% | $309.2万 | 13.5万股 | $317.5万 | 13.9万股 | -3,498股-2.52% | 减仓 |
 默沙东MRK |
| 2.1% | 2.16% | $288.4万 | 2.2万股 | $287.3万 | 2.4万股 | -1,446股-6.05% | 减仓 |
| IiShares安硕信托EEM |
| 2.09% | 2.11% | $287.3万 | 4.2万股 | $281.4万 | 5.0万股 | -7,553股-15.24% | 减仓 |
 CHUBB LIMITEDCB |
| 2% | 2.11% | $275.3万 | 8,080股 | $280.4万 | 8,603股 | -523股-6.08% | 减仓 |
 VisaV |
| 2% | 1.88% | $275.1万 | 8,019股 | $250.7万 | 8,294股 | -275股-3.32% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 2% | 1.83% | $275.0万 | 4.5万股 | $243.6万 | 4.4万股 | +863股+1.97% | 加仓 |
 苹果AAPL |
| 1.99% | 1.82% | $273.4万 | 9,449股 | $242.1万 | 9,540股 | -91股-0.95% | 减仓 |
 WASTE MGMT DELWM |
| 1.94% | 2.12% | $267.3万 | 1.2万股 | $282.8万 | 1.2万股 | -314股-2.55% | 减仓 |
 宝洁PG |
| 1.79% | 1.7% | $246.2万 | 1.7万股 | $226.5万 | 1.6万股 | +1,105股+7.05% | 加仓 |
 沃尔玛WMT |
| 1.78% | 2.11% | $244.6万 | 2.2万股 | $281.2万 | 2.3万股 | -1,029股-4.55% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.71% | 1.62% | $234.9万 | 4.2万股 | $215.4万 | 3.8万股 | +3,594股+9.46% | 加仓 |
 麦当劳MCD |
| 1.7% | 1.98% | $234.0万 | 8,656股 | $263.4万 | 8,475股 | +181股+2.14% | 加仓 |
 谷歌AGOOGL |
| 1.69% | 1.47% | $233.1万 | 6,522股 | $195.6万 | 6,801股 | -279股-4.10% | 减仓 |
 飞塔FTNT |
| 1.69% | — | $232.1万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 微软MSFT |
| 1.68% | 1.39% | $230.8万 | 6,188股 | $185.0万 | 4,998股 | +1,190股+23.81% | 加仓 |
 好市多COST |
| 1.67% | 2.17% | $230.2万 | 2,461股 | $288.4万 | 2,894股 | -433股-14.96% | 减仓 |
 贝克休斯BKR |
| 1.56% | 2.22% | $215.0万 | 3.9万股 | $295.2万 | 4.8万股 | -9,619股-19.89% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.55% | — | $213.9万 | 4,201股 | $0 | 0股 | +4,201股 | 新买入 |
| IiShares安硕信托ICSH |
| 1.55% | 2.22% | $213.3万 | 4.2万股 | $295.4万 | 5.8万股 | -1.6万股-27.79% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 1.55% | — | $213.2万 | 8.7万股 | $0 | 0股 | +8.7万股 | 新买入 |
 优步UBER |
| 1.38% | 0.86% | $189.2万 | 2.6万股 | $115.0万 | 1.6万股 | +1.0万股+64.05% | 加仓 |
| PPOWELL INDSPOWL |
| 1.29% | 1.46% | $178.0万 | 6,217股 | $194.5万 | 3,596股 | +2,621股+72.89% | 加仓 |
| G通用动力VTI |
| 1.26% | 1.17% | $173.7万 | 4,693股 | $155.1万 | 4,835股 | -142股-2.94% | 减仓 |
 亚马逊AMZN |
| 1.22% | 1.23% | $168.1万 | 7,051股 | $164.0万 | 7,874股 | -823股-10.45% | 减仓 |
 财捷INTU |
| 1.15% | — | $158.1万 | 6,056股 | $0 | 0股 | +6,056股 | 新买入 |
 英伟达NVDA |
| 1.13% | 0.99% | $154.8万 | 7,738股 | $131.4万 | 7,536股 | +202股+2.68% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.01% | 0.96% | $139.0万 | 5,873股 | $127.1万 | 5,911股 | -38股-0.64% | 减仓 |
 帕兰提尔PLTR |
| 0.99% | 0.9% | $136.2万 | 1.2万股 | $119.9万 | 8,193股 | +3,482股+42.50% | 加仓 |
 Meta平台META |
| 0.79% | 0.87% | $108.7万 | 1,930股 | $116.3万 | 2,033股 | -103股-5.07% | 减仓 |
 赛富时CRM |
| 0.76% | 0.9% | $104.0万 | 6,638股 | $119.6万 | 6,405股 | +233股+3.64% | 加仓 |
| IISHARES IBONDS 2027 TERMIBHG |
| 0.69% | 0.31% | $94.7万 | 4.3万股 | $41.2万 | 1.9万股 | +2.4万股+130.30% | 加仓 |
 ServiceNowNOW |
| 0.56% | — | $76.4万 | 7,699股 | $0 | 0股 | +7,699股 | 新买入 |
| IiShares安硕信托IVV |
| 0.55% | 0.66% | $75.3万 | 1,006股 | $87.4万 | 1,338股 | -332股-24.81% | 减仓 |
| IINSPIRE CORPORATE BOND ETFIBD |
| 0.54% | — | $74.4万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| NNORTHERN LTS FD TR IVPTL |
| 0.51% | — | $70.5万 | 2,464股 | $0 | 0股 | +2,464股 | 新买入 |
| IiShares安硕信托IBDR |
| 0.47% | 0.66% | $65.0万 | 2.7万股 | $87.8万 | 3.6万股 | -9,361股-25.86% | 减仓 |
 SYMBOTIC CLASS A COMSYM |
| 0.47% | 0.46% | $64.2万 | 1.4万股 | $60.8万 | 1.1万股 | +2,868股+25.11% | 加仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 0.46% | 0.56% | $63.5万 | 2.1万股 | $74.6万 | 2.1万股 | 00.00% | 持仓不变 |
| IIONQIONQ |
| 0.44% | — | $60.7万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 英特尔INTC |
| 0.39% | — | $53.8万 | 3,853股 | $0 | 0股 | +3,853股 | 新买入 |
