| V先锋领航STAR基金VXUS |
| 10.22% | 10.03% | $2,882.3万 | 33.7万股 | $2,559.3万 | 33.2万股 | +5,244股+1.58% | 加仓 |
| V先锋领航白厅基金VYM |
| 9.04% | 6.82% | $2,548.8万 | 16.1万股 | $1,739.2万 | 11.7万股 | +4.4万股+37.34% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 8.61% | 8.88% | $2,428.0万 | 53.4万股 | $2,264.6万 | 49.6万股 | +3.7万股+7.52% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 8.45% | 8.19% | $2,383.9万 | 10.1万股 | $2,089.6万 | 9.7万股 | +3,583股+3.69% | 加仓 |
| IiShares安硕信托GJS |
| 7.49% | 6.78% | $2,113.4万 | 92.8万股 | $1,730.5万 | 75.5万股 | +17.2万股+22.82% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 6.46% | 6.15% | $1,822.5万 | 22.5万股 | $1,569.7万 | 23.0万股 | -5,062股-2.20% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 5.31% | 4.96% | $1,496.2万 | 44.2万股 | $1,265.2万 | 43.4万股 | +7,808股+1.80% | 加仓 |
| J摩根大通交易所交易基金JPLD |
| 3.29% | 3.41% | $927.8万 | 17.8万股 | $868.7万 | 16.6万股 | +1.1万股+6.81% | 加仓 |
| F第一信托交易所交易基金IIIFPE |
| 2.22% | 2.25% | $627.0万 | 35.1万股 | $574.3万 | 32.4万股 | +2.7万股+8.37% | 加仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 2.21% | 3.28% | $621.8万 | 27.2万股 | $836.4万 | 36.5万股 | -9.3万股-25.57% | 减仓 |
 迪尔DE |
| 1.96% | 1.97% | $552.6万 | 8,712股 | $503.8万 | 8,943股 | -231股-2.58% | 减仓 |
 微软MSFT |
| 1.95% | 2.03% | $551.1万 | 1.5万股 | $519.0万 | 1.4万股 | +756股+5.39% | 加仓 |
 PALO ALTOPANW |
| 1.94% | 1.56% | $547.7万 | 1.6万股 | $397.4万 | 2.5万股 | -8,727股-35.21% | 减仓 |
 摩根大通JPM |
| 1.72% | 1.71% | $485.5万 | 1.5万股 | $436.6万 | 1.5万股 | -10股-0.07% | 减仓 |
 礼来LLY |
| 1.65% | 1.38% | $465.4万 | 3,880股 | $352.1万 | 3,828股 | +52股+1.36% | 加仓 |
 宝洁PG |
| 1.54% | 1.58% | $433.5万 | 3.0万股 | $403.3万 | 2.8万股 | +1,640股+5.87% | 加仓 |
 沃尔玛WMT |
| 1.44% | 1.73% | $407.3万 | 3.6万股 | $441.0万 | 3.5万股 | +470股+1.32% | 加仓 |
| IiShares安硕信托TLT |
| 1.28% | 1.28% | $361.3万 | 4.2万股 | $326.7万 | 3.8万股 | +4,128股+10.95% | 加仓 |
 谷歌AGOOGL |
| 1.27% | 1.12% | $359.0万 | 1.0万股 | $285.2万 | 9,918股 | +128股+1.29% | 加仓 |
| S嘉信策略信托SCHD |
| 1.19% | 4.02% | $335.7万 | 10.6万股 | $1,024.8万 | 33.4万股 | -22.8万股-68.30% | 减仓 |
 优步UBER |
| 1.18% | 1.19% | $331.6万 | 4.6万股 | $302.7万 | 4.2万股 | +3,869股+9.19% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.12% | 1.12% | $314.9万 | 2.0万股 | $286.8万 | 2.0万股 | +283股+1.45% | 加仓 |
| S嘉信·USSCHA |
| 1.11% | 1% | $314.4万 | 8.7万股 | $254.1万 | 8.7万股 | -372股-0.43% | 减仓 |
 LOWES COS COMLOW |
| 0.98% | 1.1% | $277.1万 | 1.3万股 | $280.9万 | 1.2万股 | +677股+5.69% | 加仓 |
 CrowdStrikeCRWD |
| 0.98% | 0.57% | $276.6万 | 3,625股 | $144.6万 | 3,705股 | -80股-2.16% | 减仓 |
 嘉信理财SCHW |
| 0.98% | 1.02% | $275.0万 | 3.0万股 | $259.2万 | 2.8万股 | +2,228股+8.08% | 加仓 |
 百事可乐PEP |
| 0.94% | 1.09% | $266.1万 | 2.0万股 | $277.3万 | 1.8万股 | +1,797股+10.06% | 加仓 |
 雪佛龙CVX |
| 0.9% | 1.2% | $252.9万 | 1.5万股 | $305.1万 | 1.5万股 | +510股+3.46% | 加仓 |
 NETFLIXNFLX |
| 0.8% | 1.11% | $225.1万 | 3.2万股 | $282.3万 | 2.9万股 | +2,158股+7.35% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 0.78% | 0.86% | $220.4万 | 4.4万股 | $218.5万 | 4.4万股 | -196股-0.45% | 减仓 |
 亚马逊AMZN |
| 0.78% | 0.74% | $219.6万 | 9,215股 | $188.6万 | 9,054股 | +161股+1.78% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 0.76% | 0.76% | $215.1万 | 5.0万股 | $193.8万 | 4.9万股 | +716股+1.46% | 加仓 |
 DANAHER DEL COMDHR |
| 0.75% | 0.8% | $211.4万 | 1.1万股 | $204.8万 | 1.1万股 | +299股+2.77% | 加仓 |
 苹果AAPL |
| 0.73% | 0.69% | $206.8万 | 7,146股 | $177.2万 | 6,981股 | +165股+2.36% | 加仓 |
 洛克希德马丁LMT |
| 0.59% | 0.78% | $165.9万 | 3,256股 | $198.6万 | 3,285股 | -29股-0.88% | 减仓 |
| AAB ACTIVE ETFSTAFI |
| 0.54% | 0.59% | $152.9万 | 6.1万股 | $149.8万 | 5.9万股 | +1,145股+1.92% | 加仓 |
 卡特彼勒CAT |
| 0.54% | 0.43% | $151.5万 | 1,423股 | $108.6万 | 1,533股 | -110股-7.18% | 减仓 |
| IiShares安硕信托IVV |
| 0.46% | 0.44% | $129.1万 | 1,724股 | $112.3万 | 1,720股 | +4股+0.23% | 加仓 |
 道明尼能源D |
| 0.37% | 0.39% | $104.4万 | 1.5万股 | $99.8万 | 1.6万股 | -853股-5.28% | 减仓 |
 康明斯CMI |
| 0.34% | 0.29% | $95.2万 | 1,334股 | $74.4万 | 1,383股 | -49股-3.54% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.33% | 0.33% | $93.6万 | 5,173股 | $84.3万 | 5,097股 | +76股+1.49% | 加仓 |
 英伟达NVDA |
| 0.27% | 0.23% | $76.8万 | 3,838股 | $57.6万 | 3,303股 | +535股+16.20% | 加仓 |
 康宁GLW |
| 0.26% | 0.15% | $73.4万 | 2,875股 | $38.7万 | 2,849股 | +26股+0.91% | 加仓 |
| F第一信托·USTCIBR |
| 0.25% | 0.21% | $71.8万 | 7,994股 | $54.2万 | 8,642股 | -648股-7.50% | 减仓 |
| CCAVACAVA |
| 0.25% | 0.29% | $71.8万 | 9,143股 | $74.0万 | 9,143股 | 00.00% | 持仓不变 |
 VisaV |
| 0.25% | 0.24% | $70.5万 | 2,055股 | $60.4万 | 1,999股 | +56股+2.80% | 加仓 |
| FFIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETFQQEW |
| 0.24% | 0.22% | $67.4万 | 4,222股 | $55.2万 | 4,346股 | -124股-2.85% | 减仓 |
 ALTRIAMO |
| 0.21% | 0.21% | $59.0万 | 8,195股 | $53.1万 | 8,053股 | +142股+1.76% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.2% | 0.22% | $55.1万 | 1.1万股 | $56.5万 | 1.1万股 | -359股-3.30% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.19% | 0.16% | $53.1万 | 1,502股 | $40.1万 | 1,398股 | +104股+7.44% | 加仓 |
