 微软MSFT |
| 6.24% | 4.26% | $935.7万 | 2.2万股 | $681.2万 | 1.8万股 | +3,708股+20.15% | 加仓 |
 谷歌AGOOGL |
| 5.44% | 4.44% | $815.8万 | 2.3万股 | $710.3万 | 2.5万股 | -1,829股-7.40% | 减仓 |
 台积电TSM |
| 5.18% | 4.11% | $775.7万 | 1.8万股 | $658.4万 | 1.9万股 | -1,697股-8.71% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 4.93% | 5.15% | $739.3万 | 12.9万股 | $824.4万 | 14.5万股 | -1.6万股-11.23% | 减仓 |
 ROYAL BK CDA COMRY |
| 4.12% | 3.16% | $617.2万 | 3.0万股 | $505.9万 | 3.1万股 | -1,507股-4.80% | 减仓 |
 高盛GS |
| 3.63% | 3.16% | $544.0万 | 5,360股 | $505.7万 | 5,978股 | -618股-10.34% | 减仓 |
 英伟达NVDA |
| 3.56% | 3.21% | $533.1万 | 2.7万股 | $514.3万 | 2.9万股 | -2,892股-9.81% | 减仓 |
 马拉松石油MPC |
| 3.46% | 3.56% | $519.1万 | 1.8万股 | $569.3万 | 2.3万股 | -4,840股-20.76% | 减仓 |
 PALO ALTOPANW |
| 3.28% | 1.69% | $491.6万 | 1.5万股 | $270.9万 | 1.7万股 | -2,292股-13.56% | 减仓 |
 亚马逊AMZN |
| 3.26% | 2.74% | $488.1万 | 1.9万股 | $438.9万 | 2.1万股 | -1,990股-9.44% | 减仓 |
 沃尔玛WMT |
| 3.14% | 3.4% | $470.4万 | 4.2万股 | $544.4万 | 4.4万股 | -1,887股-4.31% | 减仓 |
 摩根大通JPM |
| 3.11% | 2.86% | $466.4万 | 1.4万股 | $457.1万 | 1.6万股 | -1,764股-11.35% | 减仓 |
| SSPDR行业精选信托XLE |
| 3.05% | 3.78% | $456.6万 | 8.1万股 | $605.7万 | 9.9万股 | -1.8万股-18.33% | 减仓 |
| CCANADIAN NAT RESCNQ |
| 2.92% | 3.03% | $438.4万 | 10.0万股 | $484.4万 | 10.0万股 | +31股+0.03% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.85% | 2.79% | $427.8万 | 8,450股 | $446.8万 | 9,324股 | -874股-9.37% | 减仓 |
| IiShares安硕信托LQD |
| 2.81% | 3.95% | $421.1万 | 3.9万股 | $632.8万 | 5.8万股 | -1.9万股-33.50% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 2.72% | 2.31% | $408.3万 | 6.6万股 | $368.9万 | 6.6万股 | 00.00% | 持仓不变 |
 阿里巴巴BABA |
| 2.57% | 2.93% | $384.8万 | 3.5万股 | $468.3万 | 3.7万股 | -2,565股-6.87% | 减仓 |
| I景顺交易所交易基金信托PPA |
| 2.48% | 2.56% | $371.9万 | 2.1万股 | $409.2万 | 2.5万股 | -3,500股-14.17% | 减仓 |
 贝莱德·INC COMBLK |
| 2.46% | 2.41% | $368.9万 | 3,583股 | $385.1万 | 4,004股 | -421股-10.51% | 减仓 |
 卡梅科CCJ |
| 2.38% | 2.65% | $356.4万 | 3.9万股 | $423.8万 | 3.9万股 | +23股+0.06% | 加仓 |
| IiShares安硕信托FXI |
| 1.94% | 3.49% | $291.3万 | 8.1万股 | $558.7万 | 15.6万股 | -7.5万股-48.24% | 减仓 |
| RROUNDHILL MAGNIFICENT SEVEN ETFMAGS |
| 1.89% | — | $283.6万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
 BOSTON SCIENTIFIC COMBSX |
| 1.69% | — | $253.5万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
 渤健BIIB |
| 1.69% | — | $253.3万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 1.62% | 2.24% | $242.1万 | 5.0万股 | $359.1万 | 7.4万股 | -2.4万股-32.28% | 减仓 |
| IiShares安硕信托AGG |
| 1.59% | 2.21% | $237.7万 | 2.4万股 | $353.2万 | 3.6万股 | -1.2万股-32.49% | 减仓 |
 VisaV |
| 1.49% | 2.22% | $223.7万 | 6,351股 | $354.6万 | 1.2万股 | -5,380股-45.86% | 减仓 |
| G通用动力VTI |
| 1.45% | 2.35% | $216.6万 | 5,854股 | $375.6万 | 1.2万股 | -5,854股-50.00% | 减仓 |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 1.39% | 1.9% | $208.4万 | 4.1万股 | $303.7万 | 6.0万股 | -1.9万股-31.20% | 减仓 |
| QQFIN HOLDINGS INC AMERICAN DEPQFIN |
| 1.34% | 1.11% | $200.3万 | 13.5万股 | $177.6万 | 13.8万股 | -2,882股-2.09% | 减仓 |
 BANK MONTREAL MEDIUM COMBMO |
| 1.33% | 0.95% | $199.3万 | 1.1万股 | $151.4万 | 1.1万股 | +85股+0.76% | 加仓 |
| B百度BIDU |
| 0.97% | 0.9% | $145.8万 | 1.3万股 | $144.8万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.91% | 1.04% | $137.0万 | 5,788股 | $166.3万 | 7,735股 | -1,947股-25.17% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.9% | 1.83% | $135.5万 | 1.1万股 | $293.4万 | 2.6万股 | -1.5万股-56.51% | 减仓 |
 Meta平台META |
| 0.9% | 0.18% | $134.5万 | 2,412股 | $28.4万 | 496股 | +1,916股+386.29% | 加仓 |
| IiShares安硕信托SGOV |
| 0.8% | 1.31% | $119.4万 | 1.2万股 | $210.0万 | 2.1万股 | -8,995股-43.12% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.77% | — | $115.9万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
| SSPDR行业精选信托XLU |
| 0.64% | 0.95% | $95.8万 | 2.1万股 | $151.8万 | 3.3万股 | -1.2万股-36.09% | 减仓 |
 苹果AAPL |
| 0.47% | 0.55% | $70.6万 | 2,441股 | $88.5万 | 3,488股 | -1,047股-30.02% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.47% | 0.76% | $70.3万 | 2.1万股 | $121.4万 | 3.2万股 | -1.0万股-33.18% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.45% | 0.68% | $68.2万 | 913股 | $108.6万 | 1,670股 | -757股-45.33% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.4% | 0.36% | $59.6万 | 5,735股 | $57.3万 | 5,899股 | -164股-2.78% | 减仓 |
| IiShares安硕信托ITOT |
| 0.21% | 0.26% | $31.7万 | 1,928股 | $41.4万 | 2,904股 | -976股-33.61% | 减仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.18% | 0.24% | $27.1万 | 2,237股 | $38.3万 | 4,115股 | -1,878股-45.64% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.17% | 0.26% | $25.4万 | 719股 | $41.3万 | 1,438股 | -719股-50.00% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.16% | 0.3% | $24.2万 | 4,784股 | $47.9万 | 9,470股 | -4,686股-49.48% | 减仓 |
 艾伯维ABBV |
| 0.13% | — | $20.1万 | 800股 | $0 | 0股 | +800股 | 新买入 |
| IiShares安硕EWC |
| 0.13% | — | $19.4万 | 3,358股 | $0 | 0股 | +3,358股 | 新买入 |
| V先锋领航·TOTALBND |
| 0.1% | 0.17% | $15.1万 | 2,051股 | $26.5万 | 3,602股 | -1,551股-43.06% | 减仓 |
