| V先锋领航国际股票指数基金VEU |
| 8.47% | 7.95% | $918.5万 | 11.0万股 | $798.3万 | 10.6万股 | +3,379股+3.18% | 加仓 |
| V先锋领航指数基金VOO |
| 7.46% | 1.39% | $809.2万 | 1.2万股 | $139.1万 | 2,328股 | +9,454股+406.10% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 7.44% | 7.58% | $806.9万 | 9.1万股 | $760.5万 | 9.2万股 | -1,127股-1.22% | 减仓 |
| IiShares安硕信托EEM |
| 5.93% | 5.14% | $643.1万 | 9.4万股 | $516.1万 | 9.1万股 | +3,131股+3.45% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 5.53% | 5.12% | $600.4万 | 2.8万股 | $514.0万 | 2.7万股 | +1,437股+5.37% | 加仓 |
 PALO ALTOPANW |
| 5.22% | 2.74% | $566.7万 | 1.7万股 | $274.8万 | 1.7万股 | -524股-3.06% | 减仓 |
 黑石集团BX |
| 5.17% | 5.54% | $560.8万 | 4.8万股 | $556.2万 | 4.8万股 | -709股-1.47% | 减仓 |
 星座能源CEG |
| 4.3% | — | $465.9万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| I景顺·S&P 500 GARP ETFSPGP |
| 3.95% | 10.67% | $428.8万 | 3.5万股 | $1,070.9万 | 10.0万股 | -6.4万股-64.76% | 减仓 |
| IISHARES EMERGING MARKETS DIVIDEND ETFDVYE |
| 3.26% | 3.87% | $353.3万 | 11.0万股 | $388.3万 | 11.3万股 | -3,320股-2.94% | 减仓 |
 谷歌AGOOGL |
| 3.24% | 2.88% | $351.4万 | 9,832股 | $288.8万 | 1.0万股 | -211股-2.10% | 减仓 |
 微软MSFT |
| 2.91% | 2.91% | $316.0万 | 8,472股 | $292.0万 | 7,889股 | +583股+7.39% | 加仓 |
 STARWOOD PPTY TRSTWD |
| 2.87% | 3.32% | $311.1万 | 19.0万股 | $333.3万 | 19.4万股 | -3,589股-1.85% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.71% | 2.67% | $294.0万 | 3,937股 | $268.3万 | 4,125股 | -188股-4.56% | 减仓 |
| KKKR & COMKKR |
| 2.65% | 2.67% | $287.2万 | 3.1万股 | $267.8万 | 2.9万股 | +2,351股+8.12% | 加仓 |
| GGlobal X基金AIQ |
| 2.26% | 1.57% | $245.6万 | 3.7万股 | $158.1万 | 3.4万股 | +3,557股+10.50% | 加仓 |
 苹果AAPL |
| 1.88% | 1.88% | $203.9万 | 7,047股 | $188.6万 | 7,432股 | -385股-5.18% | 减仓 |
 CALAMOS CONVERTIBLE OPPSCHI |
| 1.81% | 3.15% | $196.2万 | 14.6万股 | $316.2万 | 29.4万股 | -14.8万股-50.41% | 减仓 |
| I景顺QQQ信托VOO |
| 1.74% | 1.49% | $188.9万 | 2,565股 | $149.2万 | 2,586股 | -21股-0.81% | 减仓 |
| V先锋领航·MIDVO |
| 1.56% | 1.51% | $169.7万 | 2.1万股 | $151.8万 | 5,286股 | +1.6万股+298.56% | 加仓 |
 英伟达NVDA |
| 1.53% | 2.03% | $165.7万 | 8,282股 | $204.0万 | 1.2万股 | -3,417股-29.21% | 减仓 |
| V先锋领航指数基金VUG |
| 1.36% | 1.33% | $147.4万 | 1.7万股 | $133.3万 | 3,052股 | +1.4万股+460.65% | 加仓 |
| IiShares安硕信托IDV |
| 1.35% | 0.91% | $146.0万 | 3.5万股 | $91.1万 | 2.1万股 | +1.4万股+64.73% | 加仓 |
 亚马逊AMZN |
| 1.01% | 0.94% | $109.3万 | 4,587股 | $94.2万 | 4,522股 | +65股+1.44% | 加仓 |
| IiShares安硕信托ITOT |
| 1.01% | 1.02% | $109.3万 | 6,653股 | $102.8万 | 7,217股 | -564股-7.81% | 减仓 |
 BLUE OWL CAP CORPOBDC |
| 0.97% | 1.09% | $105.1万 | 9.7万股 | $109.1万 | 9.9万股 | -1,991股-2.02% | 减仓 |
| V先锋领航指数基金VB |
| 0.97% | 0.93% | $104.9万 | 3,460股 | $93.7万 | 3,579股 | -119股-3.32% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.93% | 0.98% | $101.0万 | 4,158股 | $98.8万 | 4,549股 | -391股-8.60% | 减仓 |
| B贝莱德ETF信托BAI |
| 0.8% | — | $86.3万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 GENEDXWGS |
| 0.77% | — | $84.0万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| VVANECK ETF TR VANECK BDC INCOME ETFBIZD |
| 0.72% | — | $77.8万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
 特斯拉TSLA |
| 0.66% | 0.73% | $72.1万 | 1,715股 | $73.3万 | 1,973股 | -258股-13.08% | 减仓 |
 耐克NKE |
| 0.63% | 0.93% | $68.3万 | 1.7万股 | $93.7万 | 1.8万股 | -1,084股-6.11% | 减仓 |
 VistraVST |
| 0.62% | — | $67.4万 | 4,249股 | $0 | 0股 | +4,249股 | 新买入 |
 LENNARLEN |
| 0.56% | 1.32% | $60.5万 | 6,760股 | $132.3万 | 1.6万股 | -9,304股-57.92% | 减仓 |
| VVISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETFAIS |
| 0.53% | — | $57.6万 | 6,754股 | $0 | 0股 | +6,754股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.49% | 0.45% | $52.6万 | 4,240股 | $45.2万 | 1,060股 | +3,180股+300.00% | 加仓 |
| IiShares安硕信托IVV |
| 0.46% | 0.5% | $49.8万 | 665股 | $50.4万 | 771股 | -106股-13.75% | 减仓 |
| G通用动力VTI |
| 0.45% | 0.46% | $48.9万 | 1,321股 | $46.1万 | 1,438股 | -117股-8.14% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.39% | 0.35% | $42.8万 | 1,211股 | $34.7万 | 1,211股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.37% | — | $40.1万 | 1,570股 | $0 | 0股 | +1,570股 | 新买入 |
 家得宝HD |
| 0.34% | 0.35% | $37.2万 | 1,054股 | $35.2万 | 1,069股 | -15股-1.40% | 减仓 |
 壳牌SHEL |
| 0.32% | 0.41% | $34.2万 | 4,413股 | $41.2万 | 4,426股 | -13股-0.29% | 减仓 |
 VisaV |
| 0.3% | 0.29% | $33.1万 | 964股 | $29.1万 | 964股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.3% | — | $32.9万 | 759股 | $0 | 0股 | +759股 | 新买入 |
 联合健康UNH |
| 0.27% | — | $29.5万 | 710股 | $0 | 0股 | +710股 | 新买入 |
 好市多COST |
| 0.27% | 0.31% | $29.4万 | 314股 | $31.4万 | 315股 | -1股-0.32% | 减仓 |
| IINFLEQTIONINFQ |
| 0.24% | — | $26.6万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.23% | — | $25.4万 | 4,700股 | $0 | 0股 | +4,700股 | 新买入 |
| RROCKET LAB COMRKLB |
| 0.23% | — | $24.8万 | 2,443股 | $0 | 0股 | +2,443股 | 新买入 |
