| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 5.84% | 5.58% | $1,551.4万 | 30.7万股 | $1,212.6万 | 24.0万股 | +6.7万股+28.04% | 加仓 |
| LLISTED FDS TRHEGD |
| 2.96% | 3.28% | $785.4万 | 29.5万股 | $714.2万 | 28.9万股 | +5,447股+1.88% | 加仓 |
| V先锋领航指数基金VOO |
| 2.53% | 2.37% | $672.7万 | 9,135股 | $515.9万 | 8,938股 | +197股+2.20% | 加仓 |
| V先锋领航·MIDVO |
| 2.3% | 1.98% | $612.1万 | 7.6万股 | $429.7万 | 1.5万股 | +6.1万股+407.80% | 加仓 |
 苹果AAPL |
| 2.05% | 2.12% | $544.5万 | 1.9万股 | $462.0万 | 1.8万股 | +612股+3.36% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.78% | 2.07% | $471.8万 | 8.4万股 | $450.4万 | 7.9万股 | +4,066股+5.12% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.75% | 1.79% | $464.4万 | 4.8万股 | $388.5万 | 4.8万股 | -92股-0.19% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.7% | 0.9% | $451.8万 | 13.4万股 | $194.9万 | 6.7万股 | +6.7万股+99.53% | 加仓 |
 应用材料AMAT |
| 1.68% | 0.98% | $445.7万 | 6,164股 | $213.6万 | 6,250股 | -86股-1.38% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.68% | — | $445.5万 | 16.8万股 | $0 | 0股 | +16.8万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 1.65% | 1.7% | $437.4万 | 5,858股 | $369.5万 | 5,682股 | +176股+3.10% | 加仓 |
 强生JNJ |
| 1.62% | 1.77% | $429.9万 | 1.7万股 | $385.1万 | 1.6万股 | +1,179股+7.48% | 加仓 |
 礼来LLY |
| 1.59% | 1.37% | $423.2万 | 3,529股 | $297.1万 | 3,230股 | +299股+9.26% | 加仓 |
 PALO ALTOPANW |
| 1.58% | 0.9% | $419.5万 | 1.2万股 | $196.6万 | 1.2万股 | +39股+0.32% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.56% | 1.73% | $414.6万 | 6.7万股 | $375.7万 | 6.8万股 | -216股-0.32% | 减仓 |
| FFT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFKNG |
| 1.53% | 1.69% | $405.4万 | 8.0万股 | $367.2万 | 7.5万股 | +4,895股+6.49% | 加仓 |
| JJPMORGAN INTERNATIONAL VALUE ETFJIVE |
| 1.52% | 1.7% | $403.1万 | 4.4万股 | $368.9万 | 4.3万股 | +770股+1.79% | 加仓 |
| F第一信托·USTFVD |
| 1.26% | 1.42% | $334.3万 | 6.9万股 | $309.5万 | 6.6万股 | +3,560股+5.41% | 加仓 |
 沃尔玛WMT |
| 1.23% | 1.51% | $326.0万 | 2.9万股 | $328.5万 | 2.6万股 | +2,277股+8.60% | 加仓 |
 英伟达NVDA |
| 1.22% | 1.22% | $325.4万 | 1.6万股 | $265.7万 | 1.5万股 | +1,029股+6.75% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.2% | 1.35% | $317.9万 | 3.7万股 | $294.1万 | 3.8万股 | -957股-2.51% | 减仓 |
 CencoraCOR |
| 1.16% | 1.37% | $308.8万 | 1.1万股 | $298.9万 | 9,516股 | +1,396股+14.67% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 1.13% | 1.35% | $301.3万 | 2.4万股 | $294.4万 | 2.1万股 | +2,725股+12.90% | 加仓 |
| FFT VEST GOLD STRATEGY TARGET INCOME ETFIGLD |
| 1.13% | — | $301.0万 | 14.3万股 | $0 | 0股 | +14.3万股 | 新买入 |
 亚马逊AMZN |
| 1.13% | 1.17% | $299.8万 | 1.3万股 | $253.8万 | 1.2万股 | +392股+3.22% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.13% | 1.07% | $299.6万 | 8,478股 | $233.6万 | 8,144股 | +334股+4.10% | 加仓 |
 百事可乐PEP |
| 1.1% | 1.4% | $293.6万 | 2.2万股 | $303.5万 | 2.0万股 | +2,139股+10.95% | 加仓 |
 卡特彼勒CAT |
| 1.07% | 0.82% | $283.7万 | 2,664股 | $178.7万 | 2,522股 | +142股+5.63% | 加仓 |
 GE VernovaGEV |
| 1.06% | 0.98% | $282.8万 | 2,407股 | $213.7万 | 2,448股 | -41股-1.67% | 减仓 |
 康明斯CMI |
| 1.01% | 0.89% | $268.8万 | 3,770股 | $194.5万 | 3,615股 | +155股+4.29% | 加仓 |
 安费诺APH |
| 0.98% | 0.79% | $260.4万 | 1.5万股 | $171.1万 | 1.4万股 | +1,228股+9.07% | 加仓 |
 Arista网络ANET |
| 0.97% | 0.84% | $258.8万 | 1.5万股 | $182.8万 | 1.5万股 | +344股+2.31% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.96% | — | $254.5万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
 默沙东MRK |
| 0.96% | 1.01% | $254.2万 | 2.0万股 | $220.4万 | 1.8万股 | +1,461股+7.97% | 加仓 |
| SSPDR行业精选信托XLP |
| 0.93% | 1.09% | $247.7万 | 3.0万股 | $238.0万 | 2.9万股 | +787股+2.71% | 加仓 |
 博通AVGO |
| 0.9% | 0.86% | $239.3万 | 6,334股 | $187.1万 | 6,047股 | +287股+4.75% | 加仓 |
| IiShares安硕·COREIJR |
| 0.89% | 0.9% | $235.4万 | 1.6万股 | $195.0万 | 1.6万股 | +155股+0.98% | 加仓 |
 VisaV |
| 0.87% | 0.85% | $231.9万 | 6,758股 | $184.9万 | 6,118股 | +640股+10.46% | 加仓 |
 EOG资源EOG |
| 0.86% | 1.11% | $227.9万 | 1.8万股 | $241.8万 | 1.7万股 | +844股+5.05% | 加仓 |
 微软MSFT |
| 0.85% | 0.94% | $226.6万 | 6,074股 | $204.8万 | 5,533股 | +541股+9.78% | 加仓 |
| V先锋领航全球基金VGT |
| 0.84% | 0.8% | $223.6万 | 1.9万股 | $172.9万 | 2,478股 | +1.6万股+654.88% | 加仓 |
 家得宝HD |
| 0.84% | 0.85% | $222.5万 | 6,308股 | $184.0万 | 5,594股 | +714股+12.76% | 加仓 |
 通用动力GD |
| 0.82% | 0.88% | $218.6万 | 6,172股 | $192.1万 | 5,596股 | +576股+10.29% | 加仓 |
 TJXTJX |
| 0.82% | 0.98% | $218.4万 | 1.4万股 | $213.5万 | 1.3万股 | +1,043股+7.80% | 加仓 |
 Meta平台META |
| 0.81% | 0.94% | $216.3万 | 3,841股 | $204.5万 | 3,574股 | +267股+7.47% | 加仓 |
 NETFLIXNFLX |
| 0.8% | 1.31% | $211.5万 | 3.0万股 | $284.5万 | 3.0万股 | +26股+0.09% | 加仓 |
 ServiceNowNOW |
| 0.78% | 0.89% | $206.0万 | 2.1万股 | $193.1万 | 1.8万股 | +2,286股+12.38% | 加仓 |
| V先锋领航指数基金VB |
| 0.77% | 0.81% | $203.8万 | 6,771股 | $176.2万 | 6,730股 | +41股+0.61% | 加仓 |
| SSIMPLIFY EXCHANGE TRADED FUNCTA |
| 0.76% | 1.03% | $201.0万 | 7.7万股 | $223.5万 | 7.4万股 | +3,526股+4.77% | 加仓 |
| V先锋领航指数基金VTV |
| 0.75% | 0.79% | $198.3万 | 9,099股 | $170.9万 | 9,055股 | +44股+0.49% | 加仓 |
