| BBANK OF AMERBAC |
| 5% | 4.64% | $1,634.0万 | 28.7万股 | $1,398.0万 | 28.7万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 3.71% | 3.49% | $1,211.3万 | 1.6万股 | $1,051.5万 | 1.6万股 | +78股+0.48% | 加仓 |
 苹果AAPL |
| 3.51% | 3.36% | $1,148.4万 | 4.0万股 | $1,013.6万 | 4.0万股 | -250股-0.63% | 减仓 |
 微软MSFT |
| 2.86% | 3.09% | $934.7万 | 2.5万股 | $932.0万 | 2.5万股 | -120股-0.48% | 减仓 |
 亚马逊AMZN |
| 2.32% | 2.22% | $756.8万 | 3.2万股 | $670.1万 | 3.2万股 | -421股-1.31% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.19% | 1.97% | $715.2万 | 2.0万股 | $592.4万 | 2.1万股 | -410股-1.99% | 减仓 |
 强生JNJ |
| 2.01% | 2.4% | $655.9万 | 2.6万股 | $722.3万 | 3.0万股 | -3,723股-12.60% | 减仓 |
 英伟达NVDA |
| 1.79% | 1.74% | $583.7万 | 2.9万股 | $523.7万 | 3.0万股 | -855股-2.85% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.76% | 1.64% | $573.8万 | 1.1万股 | $495.2万 | 1.0万股 | +1,134股+10.97% | 加仓 |
 摩根大通JPM |
| 1.51% | 1.48% | $492.2万 | 1.5万股 | $444.5万 | 1.5万股 | -74股-0.49% | 减仓 |
| G通用动力VTI |
| 1.43% | 1.41% | $468.4万 | 1.3万股 | $424.8万 | 1.3万股 | -585股-4.42% | 减仓 |
 博通AVGO |
| 1.42% | 1.26% | $464.4万 | 1.2万股 | $380.3万 | 1.2万股 | +8股+0.07% | 加仓 |
 谷歌AGOOGL |
| 1.42% | 1.28% | $463.9万 | 1.3万股 | $385.1万 | 1.3万股 | -413股-3.08% | 减仓 |
 PALO ALTOPANW |
| 1.31% | 0.67% | $426.9万 | 1.3万股 | $201.9万 | 1.3万股 | -75股-0.60% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.25% | 1.23% | $408.9万 | 6.9万股 | $370.2万 | 6.8万股 | +10股+0.01% | 加仓 |
 礼来LLY |
| 1.21% | 1% | $393.8万 | 3,283股 | $302.5万 | 3,289股 | -6股-0.18% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 1.05% | 0.99% | $344.5万 | 4.1万股 | $298.4万 | 4.0万股 | +1,400股+3.52% | 加仓 |
 埃克森美孚XOM |
| 1% | 1.35% | $325.1万 | 2.4万股 | $407.4万 | 2.4万股 | -232股-0.97% | 减仓 |
 GOLUB CAP BDCGBDC |
| 0.99% | 1.04% | $323.3万 | 25.1万股 | $313.0万 | 24.7万股 | +3,787股+1.53% | 加仓 |
 VisaV |
| 0.94% | 0.9% | $306.3万 | 8,929股 | $270.4万 | 8,946股 | -17股-0.19% | 减仓 |
| TTidal·TRUST IIIOMAH |
| 0.9% | 0.24% | $293.2万 | 15.9万股 | $72.1万 | 4.0万股 | +11.9万股+297.50% | 加仓 |
| N新纪元能源NEE |
| 0.84% | 0.96% | $274.1万 | 3.1万股 | $290.1万 | 3.1万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.84% | 0.87% | $273.9万 | 5,463股 | $261.1万 | 5,311股 | +152股+2.86% | 加仓 |
 艾伯维ABBV |
| 0.82% | 0.76% | $266.3万 | 1.1万股 | $229.1万 | 1.1万股 | +49股+0.47% | 加仓 |
| V先锋领航指数基金VOO |
| 0.81% | 0.79% | $265.1万 | 3,860股 | $236.9万 | 3,964股 | -104股-2.62% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.76% | 0.72% | $247.7万 | 3,317股 | $215.7万 | 3,317股 | 00.00% | 持仓不变 |
| DDimensional维度·USDFUV |
| 0.71% | 0.67% | $233.4万 | 4.2万股 | $203.1万 | 4.2万股 | +535股+1.28% | 加仓 |
 思科CSCO |
| 0.71% | 0.55% | $231.4万 | 2.0万股 | $164.5万 | 2.1万股 | -1,493股-7.04% | 减仓 |
 Meta平台META |
| 0.7% | 0.76% | $228.6万 | 4,058股 | $229.5万 | 4,012股 | +46股+1.15% | 加仓 |
 雅培ABT |
| 0.69% | 0.84% | $224.1万 | 2.5万股 | $253.8万 | 2.5万股 | -27股-0.11% | 减仓 |
 伊顿ETN |
| 0.67% | 0.67% | $217.9万 | 5,113股 | $201.4万 | 5,630股 | -517股-9.18% | 减仓 |
| AADVISORS INNER CIRCLE FD IIIBAFE |
| 0.63% | 0.66% | $206.3万 | 7.1万股 | $197.6万 | 7.8万股 | -7,359股-9.42% | 减仓 |
| IiShares安硕信托IEFA |
| 0.63% | 0.58% | $205.9万 | 2.1万股 | $175.0万 | 1.9万股 | +1,986股+10.27% | 加仓 |
| S嘉信策略信托SCHD |
| 0.62% | 0.63% | $203.6万 | 6.4万股 | $191.2万 | 6.2万股 | +1,890股+3.03% | 加仓 |
| IiShares安硕·COREIJH |
| 0.59% | 0.56% | $192.8万 | 2.5万股 | $168.8万 | 2.5万股 | +1股+0.00% | 加仓 |
 沃尔玛WMT |
| 0.58% | 0.69% | $188.7万 | 1.7万股 | $207.7万 | 1.7万股 | -55股-0.33% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.55% | 0.24% | $180.0万 | 4,171股 | $73.7万 | 4,491股 | -320股-7.13% | 减仓 |
 特灵科技TT |
| 0.55% | 0.51% | $179.7万 | 3,658股 | $152.4万 | 3,658股 | 00.00% | 持仓不变 |
 REPUBLIC SVCSRSG |
| 0.54% | 0.6% | $175.7万 | 8,247股 | $181.5万 | 8,289股 | -42股-0.51% | 减仓 |
 安费诺APH |
| 0.53% | 0.42% | $174.6万 | 9,901股 | $125.1万 | 9,900股 | +1股+0.01% | 加仓 |
 宝洁PG |
| 0.53% | 0.58% | $172.6万 | 1.2万股 | $173.3万 | 1.2万股 | -226股-1.88% | 减仓 |
 麦当劳MCD |
| 0.49% | 0.62% | $160.6万 | 5,942股 | $186.1万 | 5,987股 | -45股-0.75% | 减仓 |
| AADVISORS INNER CIRCLE FD IIIBASG |
| 0.49% | 0.46% | $160.0万 | 6.0万股 | $138.2万 | 6.1万股 | -775股-1.27% | 减仓 |
 黑石集团BX |
| 0.49% | 0.52% | $158.6万 | 1.3万股 | $155.5万 | 1.4万股 | -43股-0.32% | 减仓 |
 好市多COST |
| 0.47% | 0.55% | $154.3万 | 1,649股 | $164.8万 | 1,654股 | -5股-0.30% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.47% | 0.46% | $153.1万 | 8,464股 | $139.9万 | 8,464股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.47% | 0.59% | $153.1万 | 1.1万股 | $177.0万 | 1.1万股 | -89股-0.78% | 减仓 |
| V先锋领航指数基金VB |
| 0.47% | 0.58% | $152.0万 | 5,014股 | $176.1万 | 6,724股 | -1,710股-25.43% | 减仓 |
 iShares安硕·MBSACGL |
| 0.46% | 0.5% | $151.8万 | 1.6万股 | $150.1万 | 1.6万股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.46% | 0.53% | $151.1万 | 9,974股 | $159.4万 | 9,979股 | -5股-0.05% | 减仓 |
