| LLISTED FDS TRHEGD |
| 25.59% | 24.87% | $6,293.5万 | 236.1万股 | $5,327.6万 | 215.7万股 | +20.4万股+9.45% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 16.63% | 20.74% | $4,088.9万 | 60.5万股 | $4,442.1万 | 69.5万股 | -9.0万股-12.95% | 减仓 |
| SSPDR标普500 ETFSPY |
| 12.14% | 11.64% | $2,984.8万 | 4.0万股 | $2,493.2万 | 3.8万股 | +1,633股+4.26% | 加仓 |
 苹果AAPL |
| 7.95% | 7.9% | $1,954.9万 | 6.8万股 | $1,692.3万 | 6.7万股 | +877股+1.32% | 加仓 |
| GGlobal X基金AIQ |
| 5.65% | 4.08% | $1,389.2万 | 21.2万股 | $874.9万 | 18.7万股 | +2.4万股+12.95% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 4.91% | 5.49% | $1,208.3万 | 23.9万股 | $1,176.7万 | 23.3万股 | +6,432股+2.77% | 加仓 |
| WWATSCOWSO |
| 4.13% | 4.05% | $1,014.5万 | 2.4万股 | $866.7万 | 2.4万股 | +519股+2.18% | 加仓 |
 英伟达NVDA |
| 2.79% | 2.8% | $687.2万 | 3.4万股 | $599.3万 | 3.4万股 | -23股-0.07% | 减仓 |
| F富达·GREENWOOD STREET TRFHEQ |
| 2.41% | 2.14% | $591.9万 | 18.0万股 | $458.8万 | 15.6万股 | +2.4万股+15.24% | 加仓 |
 TRAVEL PLUS LEISURETNL |
| 1.2% | 1.17% | $294.3万 | 3.9万股 | $251.2万 | 3.6万股 | +2,200股+6.06% | 加仓 |
 迪尔DE |
| 1.14% | 1.16% | $280.7万 | 4,425股 | $249.3万 | 4,425股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 1.06% | 0.7% | $261.4万 | 3,550股 | $149.7万 | 2,593股 | +957股+36.91% | 加仓 |
 洛克希德马丁LMT |
| 0.97% | 1.32% | $239.0万 | 4,692股 | $283.6万 | 4,692股 | 00.00% | 持仓不变 |
 VisaV |
| 0.9% | 0.91% | $220.1万 | 6,416股 | $193.9万 | 6,416股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.83% | 0.95% | $204.8万 | 5,489股 | $202.8万 | 5,479股 | +10股+0.18% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.83% | 0.66% | $204.6万 | 9,618股 | $140.6万 | 7,324股 | +2,294股+31.32% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.82% | 0.15% | $202.5万 | 3.6万股 | $31.3万 | 5,522股 | +3.0万股+549.26% | 加仓 |
 家得宝HD |
| 0.57% | 0.61% | $140.2万 | 3,976股 | $130.7万 | 3,974股 | +2股+0.05% | 加仓 |
 谷歌AGOOGL |
| 0.55% | 0.51% | $135.6万 | 3,795股 | $108.7万 | 3,780股 | +15股+0.40% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.51% | 0.47% | $124.9万 | 3,536股 | $101.4万 | 3,534股 | +2股+0.06% | 加仓 |
| IiShares安硕信托IVV |
| 0.49% | 0.56% | $120.6万 | 1,610股 | $120.4万 | 1,843股 | -233股-12.64% | 减仓 |
 亚马逊AMZN |
| 0.45% | 0.44% | $110.5万 | 4,636股 | $93.9万 | 4,510股 | +126股+2.79% | 加仓 |
 M&T银行MTB |
| 0.4% | 0.4% | $98.3万 | 4,130股 | $85.4万 | 4,130股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.4% | 0.41% | $97.5万 | 2,882股 | $87.2万 | 2,882股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JEPQ |
| 0.38% | 0.13% | $92.6万 | 1.5万股 | $26.9万 | 4,841股 | +1.0万股+211.13% | 加仓 |
| S道富SPYM |
| 0.37% | 0.38% | $92.0万 | 1.0万股 | $80.4万 | 1.1万股 | -34股-0.32% | 减仓 |
 卡特彼勒CAT |
| 0.34% | 0.26% | $83.6万 | 785股 | $55.4万 | 782股 | +3股+0.38% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.34% | 0.44% | $83.5万 | 1.1万股 | $94.4万 | 1.3万股 | -1,765股-13.67% | 减仓 |
 美国合众银行USB |
| 0.3% | 0.29% | $73.1万 | 1.2万股 | $62.9万 | 1.2万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.28% | 0.34% | $68.7万 | 2,542股 | $71.9万 | 2,312股 | +230股+9.95% | 加仓 |
| IIBMIBM |
| 0.27% | 0.27% | $66.2万 | 2,354股 | $57.1万 | 2,354股 | 00.00% | 持仓不变 |
| PPNC FINL SVCS COMVXF |
| 0.25% | 0.24% | $60.5万 | 2,457股 | $51.1万 | 2,457股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.23% | 0.26% | $56.6万 | 1,562股 | $54.7万 | 1,556股 | +6股+0.39% | 加仓 |
 艾伯维ABBV |
| 0.23% | 0.22% | $55.6万 | 2,210股 | $48.0万 | 2,209股 | +1股+0.05% | 加仓 |
| V先锋领航指数基金VOO |
| 0.22% | 0.11% | $54.8万 | 797股 | $22.8万 | 382股 | +415股+108.64% | 加仓 |
| NNORTHERN LTS FD TR IIISCLZ |
| 0.22% | — | $53.8万 | 9,601股 | $0 | 0股 | +9,601股 | 新买入 |
 美光科技MU |
| 0.21% | — | $52.2万 | 452股 | $0 | 0股 | +452股 | 新买入 |
 沃尔玛WMT |
| 0.2% | 0.24% | $49.6万 | 4,379股 | $50.5万 | 4,066股 | +313股+7.70% | 加仓 |
 礼来LLY |
| 0.2% | 0.17% | $48.9万 | 408股 | $37.4万 | 407股 | +1股+0.25% | 加仓 |
 特斯拉TSLA |
| 0.18% | 0.18% | $43.2万 | 1,027股 | $38.2万 | 1,027股 | 00.00% | 持仓不变 |
| AALLIANZIM U.S. EQUITY BUFFER20 OCT ETFOCTU |
| 0.17% | 0.19% | $41.5万 | 1.0万股 | $40.6万 | 1.1万股 | -403股-3.82% | 减仓 |
 Meta平台META |
| 0.17% | 0.19% | $40.9万 | 727股 | $41.2万 | 721股 | +6股+0.83% | 加仓 |
 宣伟SHW |
| 0.15% | 0.24% | $37.9万 | 1,100股 | $51.3万 | 1,600股 | -500股-31.25% | 减仓 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 0.13% | 0.14% | $32.6万 | 1.1万股 | $29.6万 | 1.1万股 | -18股-0.16% | 减仓 |
| G通用动力VTI |
| 0.13% | 0.2% | $30.9万 | 836股 | $41.8万 | 1,303股 | -467股-35.84% | 减仓 |
 万豪MAR |
| 0.12% | 0.12% | $29.6万 | 800股 | $26.2万 | 800股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.12% | 0.1% | $28.6万 | 765股 | $21.3万 | 750股 | +15股+2.00% | 加仓 |
 默沙东MRK |
| 0.11% | 0.12% | $28.2万 | 2,193股 | $26.4万 | 2,192股 | +1股+0.05% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 0.11% | 0.15% | $28.0万 | 5,230股 | $32.1万 | 5,969股 | -739股-12.38% | 减仓 |
 宝洁PG |
| 0.11% | 0.12% | $27.2万 | 1,852股 | $26.7万 | 1,850股 | +2股+0.11% | 加仓 |
