| IiShares安硕信托ITOT |
| 26.29% | 25.89% | $3,872.1万 | 23.6万股 | $3,219.0万 | 22.6万股 | +9,712股+4.30% | 加仓 |
| S嘉信策略信托SCHD |
| 6.72% | 7.45% | $990.2万 | 31.2万股 | $925.7万 | 30.2万股 | +1.1万股+3.50% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 6.49% | 5.97% | $955.8万 | 10.9万股 | $742.8万 | 2.0万股 | +8.9万股+437.79% | 加仓 |
 英伟达NVDA |
| 4.22% | 4.27% | $621.6万 | 3.1万股 | $531.1万 | 3.0万股 | +615股+2.02% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 3.96% | 3.43% | $583.0万 | 1.9万股 | $427.0万 | 1.8万股 | +1,274股+7.09% | 加仓 |
 苹果AAPL |
| 3.56% | 3.71% | $524.8万 | 1.8万股 | $460.9万 | 1.8万股 | -23股-0.13% | 减仓 |
| I景顺QQQ信托VOO |
| 2.9% | 2.67% | $427.6万 | 5,807股 | $332.2万 | 5,755股 | +52股+0.90% | 加仓 |
 亚马逊AMZN |
| 2.23% | 2.29% | $328.4万 | 1.4万股 | $284.8万 | 1.4万股 | +104股+0.76% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.16% | 2.12% | $318.7万 | 1.3万股 | $264.0万 | 1.2万股 | +966股+7.95% | 加仓 |
| G通用动力VTI |
| 1.97% | 2.01% | $289.9万 | 7,835股 | $249.5万 | 7,778股 | +57股+0.73% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.95% | 1.86% | $287.3万 | 8,130股 | $231.6万 | 8,073股 | +57股+0.71% | 加仓 |
 摩根大通JPM |
| 1.51% | 1.6% | $221.8万 | 6,776股 | $198.9万 | 6,763股 | +13股+0.19% | 加仓 |
 博通AVGO |
| 1.49% | 1.45% | $219.9万 | 5,822股 | $180.0万 | 5,814股 | +8股+0.14% | 加仓 |
 微软MSFT |
| 1.49% | 1.73% | $219.1万 | 5,874股 | $215.7万 | 5,827股 | +47股+0.81% | 加仓 |
 Meta平台META |
| 1.45% | 1.74% | $214.0万 | 3,799股 | $216.2万 | 3,778股 | +21股+0.56% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.4% | 1.64% | $206.6万 | 4,129股 | $203.7万 | 4,251股 | -122股-2.87% | 减仓 |
| IiShares安硕信托IEFA |
| 1.19% | 1.34% | $175.7万 | 1.8万股 | $166.3万 | 1.8万股 | -184股-1.00% | 减仓 |
 PALO ALTOPANW |
| 1.16% | 0.64% | $170.5万 | 5,000股 | $80.2万 | 5,000股 | 00.00% | 持仓不变 |
| PPacer基金信托COWZ |
| 1.15% | 1.4% | $169.2万 | 2.7万股 | $174.0万 | 2.8万股 | -602股-2.16% | 减仓 |
 AMD超威AMD |
| 1.05% | 0.44% | $153.9万 | 2,650股 | $54.3万 | 2,667股 | -17股-0.64% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.94% | 1.09% | $137.7万 | 2.7万股 | $135.3万 | 2.7万股 | +109股+0.40% | 加仓 |
| V先锋领航指数基金VOO |
| 0.86% | 0.88% | $126.1万 | 1,836股 | $108.9万 | 1,822股 | +14股+0.77% | 加仓 |
 AVANTIS INTLNGG |
| 0.84% | 0.93% | $123.9万 | 1.4万股 | $115.5万 | 1.4万股 | +269股+1.98% | 加仓 |
 沃尔玛WMT |
| 0.82% | 1.07% | $121.0万 | 1.1万股 | $132.6万 | 1.1万股 | +7股+0.07% | 加仓 |
| N新纪元能源NEE |
| 0.75% | 0.94% | $110.0万 | 1.3万股 | $116.5万 | 1.3万股 | 00.00% | 持仓不变 |
| PPNC FINL SVCS COMVXF |
| 0.74% | 0.74% | $109.5万 | 4,447股 | $92.5万 | 4,447股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.74% | 0.47% | $109.1万 | 4,272股 | $58.0万 | 4,266股 | +6股+0.14% | 加仓 |
| IiShares安硕信托DGRO |
| 0.72% | 0.78% | $105.6万 | 1.4万股 | $97.6万 | 1.4万股 | +26股+0.19% | 加仓 |
 帕兰提尔PLTR |
| 0.6% | 0.89% | $88.5万 | 7,584股 | $110.9万 | 7,584股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.59% | 0.5% | $86.2万 | 7,213股 | $62.7万 | 899股 | +6,314股+702.34% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.56% | 0.52% | $82.0万 | 1.5万股 | $65.1万 | 1.1万股 | +3,028股+26.35% | 加仓 |
 特斯拉TSLA |
| 0.55% | 0.57% | $80.9万 | 1,924股 | $71.1万 | 1,912股 | +12股+0.63% | 加仓 |
 美光科技MU |
| 0.51% | 0.19% | $75.0万 | 650股 | $23.6万 | 700股 | -50股-7.14% | 减仓 |
 星巴克SBUX |
| 0.5% | 0.52% | $73.6万 | 7,200股 | $64.2万 | 7,161股 | +39股+0.54% | 加仓 |
 好市多COST |
| 0.49% | 0.67% | $72.5万 | 775股 | $83.8万 | 841股 | -66股-7.85% | 减仓 |
 迈威尔MRVL |
| 0.49% | 0.19% | $72.4万 | 2,429股 | $24.1万 | 2,428股 | +1股+0.04% | 加仓 |
| V先锋领航指数基金VV |
| 0.46% | 0.48% | $68.2万 | 1,982股 | $59.2万 | 1,982股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.44% | 0.45% | $64.1万 | 2,549股 | $55.8万 | 2,567股 | -18股-0.70% | 减仓 |
 宝洁PG |
| 0.42% | 0.52% | $61.7万 | 4,209股 | $64.2万 | 4,442股 | -233股-5.25% | 减仓 |
 Arm控股ARM |
| 0.36% | 0.18% | $53.2万 | 1,500股 | $22.7万 | 1,500股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.35% | 0.36% | $52.0万 | 696股 | $45.3万 | 696股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.34% | 0.35% | $49.7万 | 706股 | $43.5万 | 706股 | 00.00% | 持仓不变 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.34% | 0.41% | $49.6万 | 1.4万股 | $50.7万 | 1.3万股 | +101股+0.75% | 加仓 |
 HANCOCK JOHN PREM DIVID FDPDT |
| 0.33% | 0.39% | $49.0万 | 3.8万股 | $48.8万 | 3.7万股 | +610股+1.64% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.33% | 0.35% | $48.3万 | 6,785股 | $43.5万 | 6,785股 | 00.00% | 持仓不变 |
 雷蒙德詹姆斯RJF |
| 0.31% | 0.36% | $46.1万 | 3,035股 | $44.4万 | 3,064股 | -29股-0.95% | 减仓 |
 BLACKROCK TAX MUNICPAL BD TR SHSBBN |
| 0.31% | 0.35% | $45.2万 | 2.8万股 | $43.9万 | 2.7万股 | +779股+2.87% | 加仓 |
| V先锋领航指数基金VB |
| 0.31% | 0.32% | $45.1万 | 1,489股 | $40.1万 | 1,532股 | -43股-2.81% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.3% | 0.32% | $43.7万 | 2,052股 | $39.4万 | 2,052股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.29% | 0.27% | $42.7万 | 1,195股 | $33.4万 | 1,161股 | +34股+2.93% | 加仓 |
