| V先锋领航指数基金VOO |
| 18.46% | 20.21% | $3,750.5万 | 5.1万股 | $3,128.7万 | 5.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 15.27% | 14.61% | $3,102.5万 | 4.1万股 | $2,262.6万 | 3.3万股 | +8,394股+25.41% | 加仓 |
| IiShares安硕·COREIJH |
| 8.09% | 7.61% | $1,642.2万 | 21.3万股 | $1,178.4万 | 17.9万股 | +3.4万股+19.28% | 加仓 |
| IiShares安硕·S&PIVE |
| 5.98% | 5.14% | $1,215.1万 | 5.4万股 | $796.5万 | 3.8万股 | +1.6万股+42.47% | 加仓 |
| IiShares安硕信托IVW |
| 5.67% | 4.1% | $1,152.2万 | 8.4万股 | $634.5万 | 5.1万股 | +3.2万股+62.76% | 加仓 |
| IiShares安硕·COREIJR |
| 4.42% | 3.96% | $898.2万 | 6.1万股 | $612.7万 | 5.1万股 | +9,580股+18.79% | 加仓 |
| IiShares安硕信托DGRO |
| 3.99% | 4.36% | $809.9万 | 10.7万股 | $674.8万 | 9.7万股 | +9,651股+9.93% | 加仓 |
| IiShares安硕信托IEFA |
| 3.31% | 3.21% | $672.8万 | 7.0万股 | $496.2万 | 5.5万股 | +1.4万股+25.59% | 加仓 |
| IiShares安硕IEMG |
| 3.25% | 2.98% | $660.8万 | 8.0万股 | $460.7万 | 6.9万股 | +1.1万股+16.38% | 加仓 |
| IiShares安硕信托IEUR |
| 3.2% | 3.12% | $650.9万 | 8.7万股 | $483.5万 | 6.8万股 | +1.8万股+27.12% | 加仓 |
 泛林集团LRCX |
| 2.77% | 1.44% | $563.3万 | 1.3万股 | $222.5万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 2.74% | 2.88% | $556.8万 | 11.5万股 | $446.6万 | 9.2万股 | +2.4万股+25.97% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.73% | 3.27% | $554.9万 | 7,430股 | $506.7万 | 7,430股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 2.71% | 2.79% | $549.5万 | 5.6万股 | $431.6万 | 4.3万股 | +1.2万股+28.47% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 2.62% | 3.17% | $532.8万 | 1.0万股 | $490.2万 | 1.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托HDV |
| 2.52% | 2.48% | $511.3万 | 18.7万股 | $384.1万 | 3.2万股 | +15.5万股+490.69% | 加仓 |
| IiShares安硕信托GJS |
| 1.41% | 1.97% | $286.9万 | 12.6万股 | $305.4万 | 13.3万股 | -6,700股-5.05% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.3% | 1.48% | $264.6万 | 1.9万股 | $229.7万 | 2.0万股 | -836股-4.14% | 减仓 |
 微软MSFT |
| 1.06% | 1.8% | $214.9万 | 5,761股 | $278.6万 | 5,761股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.91% | 1.08% | $185.0万 | 5,000股 | $167.6万 | 5,000股 | 00.00% | 持仓不变 |
| IiShares安硕信托HYG |
| 0.88% | 1.42% | $179.6万 | 2.2万股 | $220.1万 | 2.7万股 | -4,841股-17.73% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.7% | 0.75% | $141.2万 | 4,700股 | $115.7万 | 4,700股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.62% | 0.65% | $126.2万 | 4,362股 | $100.9万 | 3,711股 | +651股+17.54% | 加仓 |
 PIMCO·DYNAMIC INCOMEPDI |
| 0.59% | 0.18% | $120.5万 | 7.2万股 | $28.1万 | 1.6万股 | +5.6万股+354.10% | 加仓 |
| GGlobal X·S&P 500 CATHOLIC VALUES CUSTOM ETFCATH |
| 0.46% | 0.56% | $92.9万 | 1.1万股 | $86.3万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IMCG |
| 0.44% | 0.46% | $88.5万 | 9,000股 | $71.9万 | 9,000股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.42% | 0.49% | $85.1万 | 4,000股 | $76.6万 | 4,000股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.29% | 0.35% | $59.1万 | 3,200股 | $54.7万 | 3,200股 | 00.00% | 持仓不变 |
| IINVESCO AI AND NEXT GEN SOFTWARE ETFIGPT |
| 0.26% | 0.2% | $53.3万 | 5,124股 | $30.2万 | 5,079股 | +45股+0.89% | 加仓 |
 马拉松石油MPC |
| 0.25% | 0.21% | $51.1万 | 2,000股 | $32.5万 | 2,000股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.23% | 0.3% | $47.6万 | 1,350股 | $46.5万 | 1,350股 | 00.00% | 持仓不变 |
| SSpaceXSPCX |
| 0.22% | — | $44.4万 | 2,600股 | $0 | 0股 | +2,600股 | 新买入 |
 联合健康UNH |
| 0.2% | 0.21% | $41.6万 | 1,000股 | $33.0万 | 1,000股 | 00.00% | 持仓不变 |
| IISHARES FUTURE AI & TECHETFARTY |
| 0.19% | 0.16% | $39.3万 | 5,163股 | $24.6万 | 5,098股 | +65股+1.28% | 加仓 |
| FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC |
| 0.17% | 0.21% | $34.0万 | 4,400股 | $32.7万 | 4,400股 | 00.00% | 持仓不变 |
| GGlobal X基金AIQ |
| 0.17% | 0.17% | $33.8万 | 5,156股 | $25.9万 | 5,091股 | +65股+1.28% | 加仓 |
 思科CSCO |
| 0.16% | 0.13% | $31.7万 | 2,700股 | $20.8万 | 2,700股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.15% | 0.2% | $31.1万 | 950股 | $30.6万 | 950股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.14% | 0.16% | $28.6万 | 800股 | $25.0万 | 800股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.14% | 0.16% | $28.3万 | 800股 | $25.1万 | 800股 | 00.00% | 持仓不变 |
| IiShares安硕信托DVY |
| 0.13% | 0.16% | $26.1万 | 1,671股 | $24.6万 | 1,743股 | -72股-4.13% | 减仓 |
 甲骨文ORCL |
| 0.12% | 0.2% | $23.4万 | 1,600股 | $31.2万 | 1,600股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.11% | 0.14% | $23.3万 | 1,404股 | $21.4万 | 1,404股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.11% | 0.18% | $22.0万 | 1,000股 | $28.5万 | 1,183股 | -183股-15.47% | 减仓 |
 ONEOKOKE |
| 0.11% | — | $21.9万 | 2,516股 | $0 | 0股 | +2,516股 | 新买入 |
| EETF系列解决方案QTUM |
| 0.1% | — | $21.1万 | 1,275股 | $0 | 0股 | +1,275股 | 新买入 |
| SSPDR行业精选信托XLE |
| 0.1% | 0.18% | $20.5万 | 3,855股 | $27.3万 | 6,105股 | -2,250股-36.86% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.1% | — | $20.1万 | 5,475股 | $0 | 0股 | +5,475股 | 新买入 |
