 微软MSFT |
| 6.39% | 7.44% | $1,687.5万 | 4.5万股 | $1,713.1万 | 4.6万股 | -1,040股-2.25% | 减仓 |
| PPimco Active Bond ETFBOND |
| 6.22% | 6.65% | $1,642.4万 | 17.8万股 | $1,531.0万 | 16.6万股 | +1.2万股+7.35% | 加仓 |
 英伟达NVDA |
| 5.44% | 5.42% | $1,437.5万 | 7.2万股 | $1,248.1万 | 7.2万股 | +280股+0.39% | 加仓 |
| IiShares安硕信托IVV |
| 5.29% | 4.67% | $1,398.0万 | 1.9万股 | $1,074.5万 | 1.6万股 | +2,218股+13.48% | 加仓 |
 苹果AAPL |
| 4.15% | 4.13% | $1,094.6万 | 3.8万股 | $950.2万 | 3.7万股 | +390股+1.04% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 3.98% | 4.34% | $1,051.8万 | 39.7万股 | $998.8万 | 38.1万股 | +1.5万股+4.04% | 加仓 |
| C资本集团成长ETFCGGR |
| 3.39% | 1.39% | $896.1万 | 19.0万股 | $319.8万 | 8.0万股 | +11.0万股+138.59% | 加仓 |
| IiShares安硕信托AGG |
| 3.29% | 3.89% | $867.4万 | 8.8万股 | $896.3万 | 9.0万股 | -2,664股-2.95% | 减仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 2.69% | 2.75% | $711.1万 | 5.3万股 | $633.7万 | 5.4万股 | -1,299股-2.40% | 减仓 |
| F富达Covington信托FDVV |
| 2.59% | 2.86% | $684.5万 | 11.4万股 | $657.8万 | 11.9万股 | -5,543股-4.65% | 减仓 |
| JJPMORGAN INTERNATIONAL VALUE ETFJIVE |
| 2.45% | 2.64% | $646.6万 | 7.0万股 | $607.9万 | 7.1万股 | -672股-0.95% | 减仓 |
| V先锋领航STAR基金VXUS |
| 2.26% | 2.33% | $596.1万 | 7.0万股 | $536.5万 | 7.0万股 | +137股+0.20% | 加仓 |
| F富达Covington信托FESM |
| 1.97% | — | $518.9万 | 10.7万股 | $0 | 0股 | +10.7万股 | 新买入 |
| PPIMCO太平洋投资管理ETFPMBS |
| 1.63% | 1.7% | $431.2万 | 8.7万股 | $390.5万 | 7.9万股 | +8,568股+10.88% | 加仓 |
| CCAPITAL INTERNATIONAL EQUITY ETFCGIE |
| 1.6% | 0.11% | $421.6万 | 11.5万股 | $25.4万 | 7,518股 | +10.7万股+1,424.57% | 加仓 |
| IiShares安硕信托GVI |
| 1.48% | 1.7% | $390.6万 | 3.6万股 | $391.7万 | 3.7万股 | -615股-1.67% | 减仓 |
| J摩根大通交易所交易基金JEMA |
| 1.43% | 0.27% | $376.7万 | 5.9万股 | $61.7万 | 1.2万股 | +4.7万股+397.02% | 加仓 |
 好市多COST |
| 1.3% | 1.65% | $344.2万 | 3,679股 | $381.1万 | 3,825股 | -146股-3.82% | 减仓 |
| PPIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDCORP |
| 1.29% | 1.38% | $339.6万 | 3.5万股 | $317.3万 | 3.3万股 | +2,260股+6.89% | 加仓 |
| MMORGAN STANLEY ETF TRUST PARAMETRIC HEDGED EQUITY ETF USDPHEQ |
| 1.23% | 1.83% | $324.6万 | 9.4万股 | $422.0万 | 13.2万股 | -3.8万股-28.90% | 减仓 |
| SSPDR行业精选信托XLU |
| 1.18% | 1.25% | $310.6万 | 6.8万股 | $288.6万 | 6.3万股 | +5,595股+8.89% | 加仓 |
| J摩根大通交易所交易基金ROCY |
| 1.05% | — | $278.1万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
| WWisdomTree信托GCC |
| 1.04% | 1.13% | $275.7万 | 12.2万股 | $260.0万 | 10.9万股 | +1.3万股+12.09% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 1.03% | 1.09% | $272.0万 | 5.2万股 | $251.8万 | 4.8万股 | +3,471股+7.19% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 0.93% | 0.69% | $244.7万 | 4.6万股 | $157.9万 | 2.9万股 | +1.6万股+55.67% | 加仓 |
 亚马逊AMZN |
| 0.89% | 0.89% | $235.4万 | 9,876股 | $204.9万 | 9,842股 | +34股+0.35% | 加仓 |
 卡特彼勒CAT |
| 0.86% | 0.68% | $228.0万 | 2,141股 | $157.4万 | 2,223股 | -82股-3.69% | 减仓 |
| ZZACKS TRUSTZECP |
| 0.84% | 2.41% | $222.9万 | 5.9万股 | $555.5万 | 16.4万股 | -10.5万股-64.04% | 减仓 |
| PPIMCO太平洋投资管理ETFMINO |
| 0.83% | 0.9% | $219.9万 | 4.8万股 | $206.2万 | 4.6万股 | +2,406股+5.27% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 0.82% | 0.84% | $216.0万 | 2.6万股 | $193.8万 | 2.6万股 | +593股+2.32% | 加仓 |
 AMD超威AMD |
| 0.81% | 0.32% | $213.9万 | 3,682股 | $74.1万 | 3,643股 | +39股+1.07% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.73% | 0.81% | $193.1万 | 4.1万股 | $185.6万 | 3.9万股 | +1,709股+4.33% | 加仓 |
| PPIMCO太平洋投资管理ETFHYS |
| 0.64% | 0.37% | $169.8万 | 1.8万股 | $84.9万 | 9,103股 | +9,057股+99.49% | 加仓 |
 强生JNJ |
| 0.64% | 0.69% | $168.5万 | 6,634股 | $159.7万 | 6,533股 | +101股+1.55% | 加仓 |
 谷歌AGOOGL |
| 0.64% | 0.57% | $168.0万 | 4,702股 | $131.1万 | 4,559股 | +143股+3.14% | 加仓 |
 帕卡PCAR |
| 0.63% | 0.69% | $165.3万 | 1.4万股 | $158.5万 | 1.4万股 | +28股+0.20% | 加仓 |
 Meta平台META |
| 0.55% | 0.63% | $144.9万 | 2,572股 | $146.0万 | 2,551股 | +21股+0.82% | 加仓 |
 艾伯维ABBV |
| 0.54% | 0.54% | $142.4万 | 5,660股 | $123.3万 | 5,670股 | -10股-0.18% | 减仓 |
 摩根大通JPM |
| 0.53% | 0.54% | $140.6万 | 4,295股 | $124.4万 | 4,229股 | +66股+1.56% | 加仓 |
 博通AVGO |
| 0.51% | 0.48% | $136.0万 | 3,599股 | $109.5万 | 3,541股 | +58股+1.64% | 加仓 |
| BBANK OF AMERBAC |
| 0.51% | 0.5% | $135.7万 | 2.4万股 | $114.3万 | 2.3万股 | +368股+1.57% | 加仓 |
 星巴克SBUX |
| 0.5% | 0.54% | $133.0万 | 1.3万股 | $125.5万 | 1.4万股 | -999股-7.13% | 减仓 |
 波音BA |
| 0.5% | 0.55% | $131.2万 | 6,059股 | $125.8万 | 6,322股 | -263股-4.16% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.48% | 0.52% | $126.8万 | 2,534股 | $120.3万 | 2,511股 | +23股+0.92% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FROCQ |
| 0.48% | — | $126.1万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 思科CSCO |
| 0.46% | 0.37% | $122.0万 | 1.0万股 | $85.0万 | 1.1万股 | -567股-5.17% | 减仓 |
| J摩根大通交易所交易基金JUSA |
| 0.45% | — | $119.8万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| ZZACKS SMALL/MID CAP ETFSMIZ |
| 0.43% | 2.4% | $113.0万 | 2.5万股 | $553.8万 | 14.9万股 | -12.4万股-83.04% | 减仓 |
 礼来LLY |
| 0.42% | 0.37% | $111.9万 | 933股 | $84.3万 | 917股 | +16股+1.74% | 加仓 |
 迈威尔MRVL |
| 0.42% | 0.16% | $110.7万 | 3,717股 | $36.5万 | 3,695股 | +22股+0.60% | 加仓 |
