| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 12.25% | 14% | $2,034.1万 | 40.2万股 | $2,086.8万 | 41.2万股 | -1.0万股-2.45% | 减仓 |
 苹果AAPL |
| 5.94% | 6.05% | $987.0万 | 3.4万股 | $902.3万 | 3.6万股 | -1,445股-4.06% | 减仓 |
| G高盛ETF信托GSST |
| 5.71% | 5.97% | $947.7万 | 18.7万股 | $890.1万 | 17.6万股 | +1.1万股+6.42% | 加仓 |
 亚马逊AMZN |
| 4.44% | 4.35% | $738.1万 | 3.1万股 | $648.8万 | 3.1万股 | -184股-0.59% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.3% | 3.89% | $714.3万 | 2.0万股 | $580.5万 | 2.0万股 | -23股-0.11% | 减仓 |
 英伟达NVDA |
| 3.33% | 3.25% | $552.7万 | 2.8万股 | $483.8万 | 2.8万股 | -120股-0.43% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 2.56% | 2.49% | $425.5万 | 3.4万股 | $370.6万 | 8,691股 | +2.6万股+294.26% | 加仓 |
 Meta平台META |
| 2.55% | 2.9% | $422.6万 | 7,503股 | $432.8万 | 7,565股 | -62股-0.82% | 减仓 |
 康宁GLW |
| 2.2% | 1.29% | $365.0万 | 1.4万股 | $192.8万 | 1.4万股 | +108股+0.76% | 加仓 |
| IiShares安硕信托IWD |
| 2.13% | 2.13% | $353.9万 | 1.5万股 | $317.2万 | 1.5万股 | -248股-1.67% | 减仓 |
| IiShares安硕信托IVV |
| 1.96% | 1.94% | $325.0万 | 4,340股 | $288.9万 | 4,423股 | -83股-1.88% | 减仓 |
 谷歌AGOOGL |
| 1.9% | 1.75% | $315.9万 | 8,840股 | $260.5万 | 9,060股 | -220股-2.43% | 减仓 |
 摩根大通JPM |
| 1.72% | 1.73% | $286.0万 | 8,738股 | $257.5万 | 8,755股 | -17股-0.19% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.63% | 1.73% | $270.2万 | 5,400股 | $258.6万 | 5,396股 | +4股+0.07% | 加仓 |
 礼来LLY |
| 1.63% | 1.41% | $269.9万 | 2,250股 | $210.8万 | 2,292股 | -42股-1.83% | 减仓 |
 CrowdStrikeCRWD |
| 1.59% | 0.91% | $263.9万 | 3,458股 | $135.5万 | 3,470股 | -12股-0.35% | 减仓 |
 PALO ALTOPANW |
| 1.58% | 0.83% | $263.0万 | 7,713股 | $124.1万 | 7,741股 | -28股-0.36% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.56% | 1.52% | $259.4万 | 3,473股 | $225.9万 | 3,473股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 1.52% | 1.49% | $251.7万 | 5,985股 | $222.7万 | 5,990股 | -5股-0.08% | 减仓 |
 AMD超威AMD |
| 1.41% | 0.43% | $234.1万 | 4,030股 | $64.5万 | 3,171股 | +859股+27.09% | 加仓 |
 好市多COST |
| 1.31% | 1.56% | $217.3万 | 2,323股 | $232.0万 | 2,328股 | -5股-0.21% | 减仓 |
| SSPDR黄金信托GLD |
| 1.24% | 1.79% | $205.7万 | 5,585股 | $266.1万 | 6,185股 | -600股-9.70% | 减仓 |
 微软MSFT |
| 1.21% | 1.34% | $201.4万 | 5,398股 | $199.6万 | 5,393股 | +5股+0.09% | 加仓 |
| V先锋领航全球基金VGT |
| 1.16% | 0.94% | $192.5万 | 1.6万股 | $140.7万 | 2,016股 | +1.4万股+698.96% | 加仓 |
 高盛GS |
| 1.15% | 1.08% | $191.1万 | 1,890股 | $160.5万 | 1,897股 | -7股-0.37% | 减仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.15% | 0.98% | $190.8万 | 2.2万股 | $146.3万 | 2.2万股 | +109股+0.50% | 加仓 |
 GE VernovaGEV |
| 1.15% | 0.82% | $190.2万 | 1,619股 | $121.7万 | 1,394股 | +225股+16.14% | 加仓 |
 TJXTJX |
| 1.13% | 1.32% | $187.0万 | 1.2万股 | $196.5万 | 1.2万股 | +33股+0.27% | 加仓 |
| IIBMIBM |
| 1.12% | — | $186.6万 | 6,637股 | $0 | 0股 | +6,637股 | 新买入 |
| IiShares安硕·MSCIQUAL |
| 1.09% | 1.06% | $180.3万 | 8,215股 | $158.0万 | 8,236股 | -21股-0.25% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.07% | 1.12% | $178.5万 | 9,032股 | $166.6万 | 9,041股 | -9股-0.10% | 减仓 |
| V先锋领航指数基金VOT |
| 1.06% | 1% | $176.6万 | 5,764股 | $148.7万 | 5,780股 | -16股-0.28% | 减仓 |
| CCAVACAVA |
| 1.01% | 1.16% | $167.8万 | 2.1万股 | $172.5万 | 2.1万股 | +57股+0.27% | 加仓 |
 NETFLIXNFLX |
| 0.99% | 1.48% | $164.4万 | 2.3万股 | $221.3万 | 2.3万股 | +15股+0.07% | 加仓 |
| TTOAST CL ATOST |
| 0.95% | 1.02% | $158.0万 | 5.7万股 | $152.2万 | 5.7万股 | -610股-1.06% | 减仓 |
 嘉信理财SCHW |
| 0.89% | 1.05% | $147.9万 | 1.6万股 | $156.9万 | 1.7万股 | -663股-3.97% | 减仓 |
 伊顿ETN |
| 0.89% | 0.82% | $147.4万 | 3,459股 | $122.7万 | 3,430股 | +29股+0.85% | 加仓 |
 沃尔玛WMT |
| 0.88% | 1.1% | $146.5万 | 1.3万股 | $163.3万 | 1.3万股 | -203股-1.54% | 减仓 |
| IiShares安硕信托EFV |
| 0.85% | 0.93% | $142.0万 | 1.9万股 | $138.0万 | 1.9万股 | -19股-0.10% | 减仓 |
 多佛DOV |
| 0.77% | 0.79% | $127.6万 | 5,688股 | $117.4万 | 5,634股 | +54股+0.96% | 加仓 |
 LEGALZOOM COMLZ |
| 0.74% | 0.86% | $122.6万 | 20.0万股 | $127.6万 | 22.5万股 | -2.5万股-11.11% | 减仓 |
| IiShares安硕信托EFG |
| 0.74% | 0.74% | $122.3万 | 9,832股 | $109.6万 | 9,842股 | -10股-0.10% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.7% | 0.78% | $115.6万 | 1.3万股 | $116.6万 | 1.3万股 | -74股-0.59% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.69% | 0.55% | $113.9万 | 4,515股 | $82.3万 | 4,536股 | -21股-0.46% | 减仓 |
 VisaV |
| 0.66% | 0.68% | $110.1万 | 3,210股 | $100.7万 | 3,331股 | -121股-3.63% | 减仓 |
 博通AVGO |
| 0.64% | 0.59% | $106.8万 | 2,827股 | $88.4万 | 2,855股 | -28股-0.98% | 减仓 |
 应用材料AMAT |
| 0.64% | 0.34% | $106.1万 | 1,468股 | $50.2万 | 1,468股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.59% | 0.55% | $97.3万 | 1.2万股 | $81.9万 | 1.2万股 | -6股-0.05% | 减仓 |
| IiShares安硕信托IVW |
| 0.57% | 0.52% | $94.5万 | 6,871股 | $77.8万 | 6,876股 | -5股-0.07% | 减仓 |
 雪佛龙CVX |
| 0.51% | 0.71% | $84.7万 | 5,108股 | $105.7万 | 5,108股 | 00.00% | 持仓不变 |
