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| 序号 | 股票 | 股票名称 | 持股比例 | 日期 |
| 1 | 索菲亚、002572 | 江淦钧 | 5.3845% | 2024-09-30 |
| 2 | 索菲亚、002572 | 江淦钧 | 7.96% | 2024-06-30 |
| 3 | 索菲亚、002572 | 江淦钧 | 8.118% | 2024-03-31 |
| 4 | 索菲亚、002572 | 江淦钧 | 8.118% | 2024-01-11 |
| 5 | 索菲亚、002572 | 江淦钧 | 7.321% | 2023-12-31 |
| 6 | 索菲亚、002572 | 江淦钧 | 7.321% | 2023-09-30 |
| 7 | 索菲亚、002572 | 江淦钧 | 7.321% | 2023-06-30 |
| 8 | 索菲亚、002572 | 江淦钧 | 7.321% | 2023-03-31 |
| 9 | 索菲亚、002572 | 江淦钧 | 7.321% | 2022-12-31 |
| 10 | 索菲亚、002572 | 江淦钧 | 7.321% | 2022-09-30 |
| 11 | 索菲亚、002572 | 江淦钧 | 7.321% | 2022-06-30 |
| 12 | 索菲亚、002572 | 江淦钧 | 7.339% | 2022-03-31 |
| 13 | 索菲亚、002572 | 江淦钧 | 7.339% | 2021-12-31 |
| 14 | 侨银股份、002973 | 江淦钧 | 3.757% | 2021-12-31 |
| 15 | 侨银股份、002973 | 江淦钧 | 7.469% | 2021-09-30 |
| 16 | 索菲亚、002572 | 江淦钧 | 7.335% | 2021-09-30 |
| 17 | 侨银股份、002973 | 江淦钧 | 7.469% | 2021-06-30 |
| 18 | 索菲亚、002572 | 江淦钧 | 7.335% | 2021-06-30 |
| 19 | 索菲亚、002572 | 江淦钧 | 7.335% | 2021-06-11 |
| 20 | 侨银股份、002973 | 江淦钧 | 7.469% | 2021-03-31 |
| 21 | 索菲亚、002572 | 江淦钧 | 7.336% | 2021-03-31 |
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大券商渠道 2000多只可融，上千亿融券券源 |
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| 项目 | 费率 | 说明 |
| 股票佣金 | 万0.85 | 量大更优惠 |
| 融资利率 | 4.2% | 量大更优惠，融券券源多 |
| 期权 | 1.7一张 | 包含1.6的成本 |