| IiShares安硕·RUSSELLIWB |
| 9.18% | 9.43% | $1,361.8万 | 3.3万股 | $1,185.7万 | 3.3万股 | 00.00% | 持仓不变 |
 VisaV |
| 6.16% | 6.16% | $914.2万 | 2.7万股 | $774.5万 | 2.6万股 | +1,021股+3.98% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 3.88% | 3.77% | $576.0万 | 7.0万股 | $473.7万 | 1.2万股 | +5.8万股+500.00% | 加仓 |
 苹果AAPL |
| 3.54% | 3.73% | $524.7万 | 1.8万股 | $468.9万 | 1.8万股 | -344股-1.86% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.08% | 3.27% | $457.5万 | 6.4万股 | $411.5万 | 6.4万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 2.95% | 1.22% | $438.2万 | 3,796股 | $152.9万 | 4,527股 | -731股-16.15% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.45% | 2.45% | $364.3万 | 7.2万股 | $307.9万 | 6.1万股 | +1.1万股+18.40% | 加仓 |
 微软MSFT |
| 2.38% | 2.65% | $353.4万 | 9,473股 | $333.2万 | 9,001股 | +472股+5.24% | 加仓 |
 亚马逊AMZN |
| 2.27% | 2.17% | $337.6万 | 1.4万股 | $272.4万 | 1.3万股 | +1,085股+8.30% | 加仓 |
 雪佛龙CVX |
| 2.2% | 2.97% | $326.6万 | 2.0万股 | $373.8万 | 1.8万股 | +1,639股+9.07% | 加仓 |
 威瑞森VZ |
| 2.17% | 2.73% | $322.3万 | 7.6万股 | $343.7万 | 6.8万股 | +7,662股+11.19% | 加仓 |
 埃克森美孚XOM |
| 2.05% | 2.6% | $304.7万 | 2.2万股 | $326.8万 | 1.9万股 | +3,027股+15.72% | 加仓 |
| V先锋领航指数基金VB |
| 2.05% | 2.1% | $303.7万 | 1.0万股 | $263.6万 | 1.0万股 | -43股-0.43% | 减仓 |
 强生JNJ |
| 2.04% | 2.19% | $303.0万 | 1.2万股 | $275.2万 | 1.1万股 | +672股+5.97% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.89% | 2.02% | $280.6万 | 7,942股 | $254.5万 | 8,871股 | -929股-10.47% | 减仓 |
| IiShares黄金信托IAU |
| 1.81% | 2.24% | $268.5万 | 3.6万股 | $282.1万 | 3.2万股 | +3,563股+11.14% | 加仓 |
 礼来LLY |
| 1.7% | 1.33% | $251.7万 | 2,098股 | $167.9万 | 1,825股 | +273股+14.96% | 加仓 |
| IISHARES U.S. INSURANCE ETFIAK |
| 1.63% | 1.46% | $242.5万 | 1.7万股 | $183.3万 | 1.4万股 | +2,965股+20.75% | 加仓 |
 英伟达NVDA |
| 1.63% | 1.59% | $241.7万 | 1.2万股 | $199.9万 | 1.1万股 | +618股+5.39% | 加仓 |
 美国电力AEP |
| 1.6% | 1.47% | $237.3万 | 1.7万股 | $185.4万 | 1.4万股 | +3,203股+22.65% | 加仓 |
| N新纪元能源NEE |
| 1.49% | 1.49% | $221.0万 | 2.5万股 | $187.6万 | 2.0万股 | +4,989股+24.71% | 加仓 |
 摩根大通JPM |
| 1.46% | 1.41% | $217.2万 | 6,637股 | $177.4万 | 6,031股 | +606股+10.05% | 加仓 |
| I景顺交易所交易基金信托PPA |
| 1.28% | 1.24% | $189.6万 | 1.1万股 | $156.1万 | 9,420股 | +1,313股+13.94% | 加仓 |
| V先锋领航指数基金VOO |
| 1.21% | 0.95% | $180.3万 | 2,448股 | $120.1万 | 2,080股 | +368股+17.69% | 加仓 |
| IiShares安硕信托KXI |
| 1.2% | 1.25% | $178.4万 | 2.6万股 | $157.0万 | 2.3万股 | +2,982股+12.73% | 加仓 |
| IiShares安硕信托IUSB |
| 1.12% | 0.88% | $166.0万 | 3.6万股 | $110.3万 | 2.4万股 | +1.2万股+50.56% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.07% | 0.92% | $159.4万 | 3,186股 | $116.3万 | 2,426股 | +760股+31.33% | 加仓 |
| IiShares安硕信托ITOT |
| 1.02% | 1.04% | $151.1万 | 9,198股 | $130.9万 | 9,192股 | +6股+0.07% | 加仓 |
 好市多COST |
| 1% | 0.97% | $148.0万 | 1,582股 | $122.3万 | 1,227股 | +355股+28.93% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.98% | 0.6% | $146.0万 | 1.2万股 | $75.7万 | 1,776股 | +9,981股+561.99% | 加仓 |
 雷神技术RTX |
| 0.93% | 1.12% | $138.6万 | 7,305股 | $141.4万 | 7,331股 | -26股-0.35% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.9% | 1.11% | $134.0万 | 1.7万股 | $139.7万 | 1.8万股 | -629股-3.47% | 减仓 |
 谷歌AGOOGL |
| 0.9% | 0.97% | $133.7万 | 3,741股 | $122.5万 | 4,261股 | -520股-12.20% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.9% | 0.7% | $133.4万 | 8,439股 | $87.6万 | 5,917股 | +2,522股+42.62% | 加仓 |
 卡特彼勒CAT |
| 0.87% | 0.68% | $129.4万 | 1,215股 | $86.0万 | 1,215股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.8% | 0.99% | $118.4万 | 8,743股 | $124.1万 | 7,991股 | +752股+9.41% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.78% | 0.92% | $115.1万 | 1.5万股 | $115.4万 | 1.5万股 | +6股+0.04% | 加仓 |
 思科CSCO |
| 0.74% | 0.57% | $109.5万 | 9,321股 | $71.8万 | 9,250股 | +71股+0.77% | 加仓 |
| SSPDR道富系列信托XHB |
| 0.72% | 0.46% | $106.5万 | 9,215股 | $57.3万 | 5,808股 | +3,407股+58.66% | 加仓 |
 星座能源CEG |
| 0.7% | 0.79% | $104.3万 | 4,198股 | $98.8万 | 3,538股 | +660股+18.65% | 加仓 |
 Meta平台META |
| 0.68% | 0.59% | $100.3万 | 1,781股 | $74.1万 | 1,295股 | +486股+37.53% | 加仓 |
 爱迪生联合电气ED |
| 0.66% | 0.75% | $98.4万 | 8,898股 | $94.0万 | 8,307股 | +591股+7.11% | 加仓 |
 AFLAC COMAFL |
| 0.64% | 0.76% | $94.8万 | 8,081股 | $95.4万 | 8,697股 | -616股-7.08% | 减仓 |
 万事达MA |
| 0.63% | 0.73% | $94.0万 | 1,831股 | $91.3万 | 1,828股 | +3股+0.16% | 加仓 |
| WWINCHESTER BANCORP INCWSBK |
| 0.62% | 0.71% | $92.0万 | 7.0万股 | $88.9万 | 7.0万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.62% | 0.69% | $91.8万 | 2.9万股 | $86.7万 | 2.8万股 | +677股+2.40% | 加仓 |
 杜克能源DUK |
| 0.61% | 0.64% | $91.0万 | 7,187股 | $80.5万 | 6,144股 | +1,043股+16.98% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.61% | 0.39% | $91.0万 | 1.1万股 | $49.0万 | 6,522股 | +4,338股+66.51% | 加仓 |
 ALTRIAMO |
| 0.58% | 0.5% | $86.6万 | 1.2万股 | $63.4万 | 9,613股 | +2,429股+25.27% | 加仓 |
| Q高通QCOM |
| 0.56% | 0.46% | $83.2万 | 4,501股 | $57.5万 | 4,462股 | +39股+0.87% | 加仓 |
