| S嘉信策略信托SCHM |
| 11.86% | 11.17% | $1,793.5万 | 48.6万股 | $1,518.3万 | 49.0万股 | -3,949股-0.81% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 8.1% | 7.79% | $1,225.1万 | 36.2万股 | $1,059.0万 | 36.4万股 | -1,530股-0.42% | 减仓 |
| S嘉信策略信托SCHD |
| 5.13% | 5.77% | $775.3万 | 24.4万股 | $784.5万 | 25.6万股 | -1.1万股-4.39% | 减仓 |
| S嘉信·USSCHA |
| 4.9% | 4.52% | $741.5万 | 20.5万股 | $614.1万 | 21.1万股 | -5,963股-2.82% | 减仓 |
| EEA SERIES TRUSTFRDM |
| 4.88% | 4.28% | $737.6万 | 10.1万股 | $581.8万 | 10.6万股 | -5,270股-4.95% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.17% | 4.39% | $631.2万 | 1.3万股 | $596.8万 | 1.2万股 | +160股+1.28% | 加仓 |
| V先锋领航·TOTALBND |
| 4.07% | 4.5% | $615.7万 | 8.4万股 | $612.1万 | 8.3万股 | +740股+0.89% | 加仓 |
 CAPITAL SOUTHWEST CORP COMCSWC |
| 3.62% | 3.78% | $548.0万 | 23.1万股 | $513.8万 | 23.2万股 | -1,737股-0.75% | 减仓 |
| S嘉信策略信托SCHF |
| 3.59% | 3.61% | $543.1万 | 19.6万股 | $490.5万 | 19.8万股 | -2,125股-1.07% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 3.35% | 3.52% | $506.0万 | 3.3万股 | $477.8万 | 3.3万股 | +24股+0.07% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 3.04% | 2.89% | $459.3万 | 12.1万股 | $393.3万 | 12.1万股 | -616股-0.51% | 减仓 |
 TRIUMPH FINANCIALTFIN |
| 2.64% | 2.27% | $399.7万 | 5.2万股 | $308.8万 | 5.2万股 | +626股+1.21% | 加仓 |
 Markel Group Inc.MKL |
| 2.56% | 2.78% | $386.3万 | 1,978股 | $377.8万 | 1,974股 | +4股+0.20% | 加仓 |
 WABASH NATIONAL CORP COM STK USD0.01WNC |
| 2.23% | 1.47% | $336.9万 | 25.0万股 | $199.2万 | 23.1万股 | +1.8万股+8.00% | 加仓 |
 苹果AAPL |
| 2.11% | 2.08% | $318.7万 | 1.1万股 | $283.1万 | 1.1万股 | -140股-1.26% | 减仓 |
| PPimco Active Bond ETFBOND |
| 2% | 2.21% | $302.2万 | 3.3万股 | $299.9万 | 3.2万股 | +278股+0.86% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.75% | 1.99% | $265.2万 | 5.5万股 | $270.3万 | 5.6万股 | -1,478股-2.63% | 减仓 |
| S嘉信·USSCHX |
| 1.66% | 1.43% | $251.2万 | 8.5万股 | $194.1万 | 7.6万股 | +9,652股+12.75% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.64% | 1.53% | $248.4万 | 7,030股 | $208.3万 | 7,260股 | -230股-3.17% | 减仓 |
 博通AVGO |
| 1.59% | 1.47% | $241.0万 | 6,380股 | $200.2万 | 6,469股 | -89股-1.38% | 减仓 |
 英伟达NVDA |
| 1.57% | 1.54% | $236.9万 | 1.2万股 | $209.7万 | 1.2万股 | -182股-1.51% | 减仓 |
| V先锋领航债券指数基金BLV |
| 1.54% | 1.82% | $232.8万 | 3.4万股 | $247.5万 | 3.6万股 | -2,207股-6.13% | 减仓 |
 英特尔INTC |
| 1.43% | 0.57% | $215.8万 | 1.5万股 | $77.8万 | 1.8万股 | -2,175股-12.34% | 减仓 |
 谷歌AGOOGL |
| 1.21% | 1.16% | $182.4万 | 5,104股 | $157.3万 | 5,469股 | -365股-6.67% | 减仓 |
 微软MSFT |
| 1.12% | 1.26% | $168.9万 | 4,528股 | $171.4万 | 4,630股 | -102股-2.20% | 减仓 |
 亚马逊AMZN |
| 1.04% | 1.05% | $157.7万 | 6,615股 | $143.1万 | 6,870股 | -255股-3.71% | 减仓 |
 高盛GS |
| 0.99% | 0.97% | $150.3万 | 1,486股 | $132.4万 | 1,565股 | -79股-5.05% | 减仓 |
 特斯拉TSLA |
| 0.98% | 0.97% | $148.3万 | 3,527股 | $131.7万 | 3,542股 | -15股-0.42% | 减仓 |
 摩根大通JPM |
| 0.97% | 1.02% | $147.2万 | 4,496股 | $138.9万 | 4,723股 | -227股-4.81% | 减仓 |
 BUSINESS FIRST BANCSHARES INC COMBFST |
| 0.89% | 1.01% | $134.8万 | 4.4万股 | $137.0万 | 5.1万股 | -6,803股-13.43% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.77% | 1.02% | $115.8万 | 1.5万股 | $138.6万 | 1.8万股 | -2,812股-15.91% | 减仓 |
 MEDPACEMEDP |
| 0.76% | 0.83% | $115.2万 | 2,175股 | $113.3万 | 2,360股 | -185股-7.84% | 减仓 |
 万事达MA |
| 0.66% | 0.73% | $99.9万 | 1,945股 | $99.8万 | 1,998股 | -53股-2.65% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.59% | 0.57% | $89.5万 | 3.1万股 | $76.8万 | 3.1万股 | +287股+0.94% | 加仓 |
 Meta平台META |
| 0.57% | 0.71% | $86.4万 | 1,534股 | $96.2万 | 1,681股 | -147股-8.74% | 减仓 |
 艾伯维ABBV |
| 0.54% | 0.53% | $82.3万 | 3,269股 | $72.2万 | 3,318股 | -49股-1.48% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.51% | 0.51% | $76.9万 | 2.2万股 | $69.0万 | 2.3万股 | -523股-2.31% | 减仓 |
 好市多COST |
| 0.51% | 0.6% | $76.4万 | 817股 | $81.7万 | 820股 | -3股-0.37% | 减仓 |
 雷神技术RTX |
| 0.5% | 0.55% | $75.9万 | 4,002股 | $74.6万 | 3,867股 | +135股+3.49% | 加仓 |
 联邦快递FDX |
| 0.5% | 0.63% | $75.8万 | 2,422股 | $86.3万 | 2,422股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.46% | 0.46% | $68.9万 | 5,358股 | $62.3万 | 5,176股 | +182股+3.52% | 加仓 |
 HOWARD HUGHESHHH |
| 0.4% | 0.38% | $60.1万 | 8,413股 | $52.2万 | 8,253股 | +160股+1.94% | 加仓 |
 西方石油OXY |
| 0.39% | 0.62% | $59.0万 | 1.2万股 | $84.7万 | 1.3万股 | -883股-6.78% | 减仓 |
 联合健康UNH |
| 0.36% | 0.28% | $54.4万 | 1,310股 | $37.7万 | 1,393股 | -83股-5.96% | 减仓 |
 联合包裹UPSUPS |
| 0.36% | 0.39% | $54.4万 | 5,061股 | $52.6万 | 5,343股 | -282股-5.28% | 减仓 |
 VisaV |
| 0.34% | 0.33% | $51.4万 | 1,499股 | $45.3万 | 1,500股 | -1股-0.07% | 减仓 |
| EEA SERIES TRUSTITAN |
| 0.34% | 0.32% | $50.9万 | 1.2万股 | $43.8万 | 1.2万股 | -66股-0.54% | 减仓 |
 戴蒙德能源FANG |
| 0.33% | 0.51% | $49.9万 | 2,840股 | $69.3万 | 3,503股 | -663股-18.93% | 减仓 |
| G通用动力VTI |
| 0.33% | — | $49.8万 | 1,346股 | $0 | 0股 | +1,346股 | 新买入 |
 VIPER ENERGYVNOM |
| 0.3% | 0.45% | $45.8万 | 1.1万股 | $61.8万 | 1.3万股 | -2,335股-17.77% | 减仓 |
