| V先锋领航指数基金VOO |
| 29.2% | 29.7% | $3,708.2万 | 5.4万股 | $3,260.7万 | 5.5万股 | -576股-1.06% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 12.48% | 11.57% | $1,585.0万 | 12.2万股 | $1,270.4万 | 11.1万股 | +1.0万股+9.37% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 8.31% | 8.83% | $1,055.4万 | 2.1万股 | $968.9万 | 2.0万股 | +872股+4.31% | 加仓 |
| V先锋领航·MIDVO |
| 6.16% | 5.43% | $781.7万 | 9.7万股 | $595.9万 | 2.1万股 | +7.6万股+367.60% | 加仓 |
| S嘉信·USSCHA |
| 5.91% | 5.2% | $749.9万 | 20.8万股 | $571.4万 | 19.6万股 | +1.1万股+5.64% | 加仓 |
| F第一信托·USTQTEC |
| 5.14% | 3.88% | $653.1万 | 2.0万股 | $426.3万 | 2.0万股 | -226股-1.14% | 减仓 |
 苹果AAPL |
| 4.16% | 4.34% | $528.0万 | 1.8万股 | $476.5万 | 1.9万股 | -527股-2.81% | 减仓 |
 摩根大通JPM |
| 3.93% | 4.02% | $499.5万 | 1.5万股 | $441.4万 | 1.5万股 | +255股+1.70% | 加仓 |
 VisaV |
| 3.73% | 3.61% | $474.2万 | 1.4万股 | $395.8万 | 1.3万股 | +725股+5.54% | 加仓 |
 英伟达NVDA |
| 3.56% | 3.89% | $452.3万 | 2.3万股 | $426.7万 | 2.4万股 | -1,859股-7.60% | 减仓 |
 微软MSFT |
| 3.11% | 3.34% | $394.9万 | 1.1万股 | $366.8万 | 9,908股 | +680股+6.86% | 加仓 |
| V先锋领航全球基金VGT |
| 2.93% | 2.43% | $372.3万 | 3.1万股 | $267.0万 | 3,827股 | +2.7万股+713.95% | 加仓 |
| TTHE ALGER ETF TRUSTALAI |
| 2.85% | 2.22% | $361.8万 | 7.9万股 | $244.1万 | 7.4万股 | +5,371股+7.27% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.1% | 2.15% | $267.2万 | 3,578股 | $236.1万 | 3,631股 | -53股-1.46% | 减仓 |
| V先锋领航市政债券基金VCRM |
| 1.84% | 2.09% | $233.9万 | 3.1万股 | $229.2万 | 3.0万股 | +118股+0.39% | 加仓 |
 联合包裹UPSUPS |
| 1.33% | 1.41% | $169.0万 | 1.6万股 | $154.6万 | 1.6万股 | 00.00% | 持仓不变 |
| TTHE ALGER ETF TRUSTINVN |
| 1.31% | 2.95% | $166.9万 | 7.8万股 | $323.6万 | 17.3万股 | -9.5万股-55.00% | 减仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 0.7% | 0.75% | $89.3万 | 1.8万股 | $82.6万 | 1.6万股 | +2,111股+12.99% | 加仓 |
 卡特彼勒CAT |
| 0.34% | 0.26% | $42.7万 | 401股 | $28.4万 | 401股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.24% | 0.36% | $30.7万 | 328股 | $39.2万 | 393股 | -65股-16.54% | 减仓 |
 CrowdStrikeCRWD |
| 0.24% | — | $30.2万 | 396股 | $0 | 0股 | +396股 | 新买入 |
| SSPDR行业精选信托XLE |
| 0.21% | 0.28% | $26.9万 | 5,060股 | $31.0万 | 5,060股 | 00.00% | 持仓不变 |
| PProShares信托NOBL |
| 0.19% | 0.21% | $24.4万 | 4,344股 | $23.0万 | 2,172股 | +2,172股+100.00% | 加仓 |
