| PPUTNAM ETF TRUSTPVAL |
| 40.49% | 41.8% | $4,813.9万 | 94.5万股 | $4,406.2万 | 95.0万股 | -4,792股-0.50% | 减仓 |
| HHARBOR LONG-TERM GROWERSETFWINN |
| 38.64% | 36.13% | $4,593.2万 | 141.5万股 | $3,807.9万 | 137.3万股 | +4.1万股+3.01% | 加仓 |
 苹果AAPL |
| 7.51% | 9.23% | $892.9万 | 3.1万股 | $973.2万 | 3.8万股 | -7,489股-19.53% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.11% | 1% | $250.9万 | 5.0万股 | $105.4万 | 2.1万股 | +2.9万股+138.16% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.88% | 1.3% | $105.1万 | 1.3万股 | $137.1万 | 1.7万股 | -4,499股-26.12% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.88% | 0.83% | $104.3万 | 2,953股 | $87.6万 | 3,055股 | -102股-3.34% | 减仓 |
 高露洁CL |
| 0.77% | 0.81% | $91.7万 | 1.0万股 | $85.2万 | 1.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.59% | 0.8% | $70.5万 | 1,890股 | $84.8万 | 2,290股 | -400股-17.47% | 减仓 |
 英伟达NVDA |
| 0.52% | 0.51% | $62.0万 | 3,099股 | $54.0万 | 3,099股 | 00.00% | 持仓不变 |
| CCAPITAL CORE EQUITY ETCGUS |
| 0.52% | 0.48% | $61.8万 | 1.4万股 | $51.0万 | 1.3万股 | +604股+4.55% | 加仓 |
 OWENS CORNING NEW COMOC |
| 0.52% | 0.43% | $61.7万 | 3,881股 | $45.0万 | 4,157股 | -276股-6.64% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.5% | 0.43% | $59.1万 | 1.7万股 | $45.2万 | 1.6万股 | +1,965股+12.68% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.49% | 0.67% | $58.4万 | 1,168股 | $70.3万 | 1,468股 | -300股-20.44% | 减仓 |
 耐克NKE |
| 0.42% | 0.61% | $49.7万 | 1.2万股 | $63.9万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.39% | 0.42% | $46.7万 | 4,833股 | $43.8万 | 4,833股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.37% | 0.34% | $44.4万 | 1,242股 | $35.7万 | 1,242股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.37% | 0.34% | $43.4万 | 1,150股 | $35.6万 | 1,150股 | 00.00% | 持仓不变 |
| C资本集团股息价值CCBG |
| 0.36% | 0.33% | $43.2万 | 8,757股 | $34.4万 | 8,076股 | +681股+8.43% | 加仓 |
 第一资本COF |
| 0.34% | 0.43% | $40.1万 | 2,000股 | $45.6万 | 2,500股 | -500股-20.00% | 减仓 |
 摩根大通JPM |
| 0.32% | 0.33% | $38.1万 | 1,165股 | $34.3万 | 1,165股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.28% | 0.28% | $33.6万 | 1.1万股 | $29.3万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.27% | 0.27% | $32.5万 | 4,028股 | $28.9万 | 1,007股 | +3,021股+300.00% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.25% | — | $30.1万 | 2,985股 | $0 | 0股 | +2,985股 | 新买入 |
| S嘉信策略信托SCUS |
| 0.25% | — | $30.0万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 亚马逊AMZN |
| 0.24% | 0.23% | $28.5万 | 1,197股 | $24.7万 | 1,187股 | +10股+0.84% | 加仓 |
 HEICOHEI |
| 0.23% | 0.2% | $27.5万 | 772股 | $21.2万 | 772股 | 00.00% | 持仓不变 |
| B贝莱德ETF信托BAI |
| 0.23% | — | $27.0万 | 5,122股 | $0 | 0股 | +5,122股 | 新买入 |
 好市多COST |
| 0.22% | 0.27% | $26.7万 | 285股 | $28.4万 | 285股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.22% | 0.23% | $26.4万 | 3,427股 | $24.3万 | 3,597股 | -170股-4.73% | 减仓 |
 Meta平台META |
| 0.21% | 0.27% | $25.3万 | 449股 | $28.5万 | 499股 | -50股-10.02% | 减仓 |
| G通用动力VTI |
| 0.18% | — | $21.6万 | 583股 | $0 | 0股 | +583股 | 新买入 |
| SSSGA ACTIVE TRALLW |
| 0.17% | — | $20.4万 | 6,975股 | $0 | 0股 | +6,975股 | 新买入 |
| WWATSCOWSO |
| 0.17% | — | $20.0万 | 480股 | $0 | 0股 | +480股 | 新买入 |
| PPERSPECTIVE THERAPEUTICS INC COM NEWCATX |
| 0.06% | 0.06% | $6.9万 | 2.0万股 | $6.5万 | 1.6万股 | +4,796股+30.85% | 加仓 |
