| IiShares安硕信托IVV |
| 2.68% | 2.49% | $5,609.3万 | 7.5万股 | $4,829.7万 | 7.4万股 | +964股+1.30% | 加仓 |
 英伟达NVDA |
| 2.46% | 2.47% | $5,149.1万 | 25.7万股 | $4,801.6万 | 27.5万股 | -1.8万股-6.53% | 减仓 |
 苹果AAPL |
| 2.46% | 2.24% | $5,141.3万 | 17.8万股 | $4,352.8万 | 17.2万股 | +6,165股+3.59% | 加仓 |
| I景顺QQQ信托VOO |
| 1.82% | 1.57% | $3,804.3万 | 5.2万股 | $3,048.4万 | 5.3万股 | -1,154股-2.19% | 减仓 |
 谷歌AGOOGL |
| 1.74% | 1.56% | $3,635.4万 | 10.2万股 | $3,027.2万 | 10.5万股 | -3,547股-3.37% | 减仓 |
| F富达Covington信托FBCG |
| 1.64% | 1.33% | $3,438.5万 | 55.4万股 | $2,588.9万 | 51.7万股 | +3.7万股+7.18% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.64% | 1.51% | $3,434.2万 | 4.6万股 | $2,940.1万 | 4.5万股 | +779股+1.72% | 加仓 |
| V先锋领航指数基金VUG |
| 1.5% | 1.36% | $3,137.2万 | 36.4万股 | $2,635.5万 | 6.0万股 | +30.4万股+503.60% | 加仓 |
| IiShares安硕信托IWV |
| 1.4% | 1.36% | $2,927.5万 | 6.9万股 | $2,637.9万 | 7.1万股 | -2,508股-3.52% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.39% | 1.05% | $2,911.4万 | 15.3万股 | $2,029.8万 | 15.3万股 | +80股+0.05% | 加仓 |
 微软MSFT |
| 1.39% | 1.48% | $2,909.4万 | 7.8万股 | $2,882.6万 | 7.8万股 | +124股+0.16% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.22% | 1.3% | $2,562.3万 | 5.1万股 | $2,514.2万 | 5.2万股 | -1,261股-2.40% | 减仓 |
| IiShares安硕·COREIJH |
| 1.2% | 1.59% | $2,509.8万 | 32.5万股 | $3,094.1万 | 45.8万股 | -13.3万股-28.96% | 减仓 |
 亚马逊AMZN |
| 1.13% | 1.05% | $2,370.0万 | 9.9万股 | $2,041.9万 | 9.8万股 | +1,395股+1.42% | 加仓 |
 博通AVGO |
| 1.06% | 0.94% | $2,216.8万 | 5.9万股 | $1,817.4万 | 5.9万股 | -36股-0.06% | 减仓 |
| V先锋领航白厅基金VYM |
| 1% | 1% | $2,087.7万 | 13.2万股 | $1,949.7万 | 13.2万股 | +460股+0.35% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.93% | 0.88% | $1,955.1万 | 3.7万股 | $1,700.0万 | 3.7万股 | +725股+1.98% | 加仓 |
 Meta平台META |
| 0.9% | 0.98% | $1,881.9万 | 3.3万股 | $1,895.1万 | 3.3万股 | +286股+0.86% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.87% | 0.85% | $1,825.3万 | 30.6万股 | $1,643.6万 | 30.4万股 | +1,702股+0.56% | 加仓 |
 摩根大通JPM |
| 0.86% | 0.82% | $1,792.9万 | 5.5万股 | $1,592.2万 | 5.4万股 | +648股+1.20% | 加仓 |
| V先锋领航·MIDVO |
| 0.78% | 0.73% | $1,627.6万 | 20.2万股 | $1,419.1万 | 4.9万股 | +15.3万股+308.81% | 加仓 |
| C资本集团股息价值CCBG |
| 0.74% | 0.67% | $1,547.6万 | 31.4万股 | $1,295.8万 | 30.5万股 | +9,432股+3.10% | 加仓 |
| S嘉信·USSCHX |
| 0.69% | 0.62% | $1,443.9万 | 49.1万股 | $1,207.9万 | 47.1万股 | +2.0万股+4.14% | 加仓 |
| IiShares安硕信托IMCG |
| 0.68% | 0.56% | $1,432.4万 | 14.6万股 | $1,092.7万 | 13.9万股 | +6,988股+5.04% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.68% | 0.66% | $1,424.8万 | 30.4万股 | $1,290.4万 | 27.4万股 | +2.9万股+10.75% | 加仓 |
| V先锋领航指数基金VOO |
| 0.65% | 0.59% | $1,365.7万 | 2.0万股 | $1,143.2万 | 1.9万股 | +753股+3.94% | 加仓 |
 礼来LLY |
| 0.65% | 0.33% | $1,352.0万 | 1.1万股 | $645.2万 | 7,015股 | +4,256股+60.67% | 加仓 |
 科磊KLAC |
| 0.64% | 0.46% | $1,333.6万 | 4.4万股 | $883.7万 | 6,001股 | +3.8万股+636.58% | 加仓 |
 美光科技MU |
| 0.6% | 0.2% | $1,263.8万 | 1.1万股 | $384.4万 | 1.1万股 | -430股-3.78% | 减仓 |
| SSPDR黄金信托GLD |
| 0.59% | 0.74% | $1,242.1万 | 3.4万股 | $1,428.9万 | 3.3万股 | +511股+1.54% | 加仓 |
| V先锋领航指数基金VTV |
| 0.57% | 0.55% | $1,203.2万 | 5.5万股 | $1,066.3万 | 5.4万股 | +862股+1.59% | 加仓 |
| IiShares安硕信托IJJ |
| 0.57% | 0.55% | $1,183.8万 | 8.0万股 | $1,069.1万 | 8.1万股 | -550股-0.68% | 减仓 |
| A美国世纪ETF信托AVLV |
| 0.56% | 0.51% | $1,182.4万 | 13.0万股 | $994.3万 | 12.3万股 | +6,283股+5.09% | 加仓 |
| IiShares安硕·COREIJR |
| 0.56% | 0.58% | $1,177.8万 | 7.9万股 | $1,126.1万 | 9.1万股 | -1.1万股-12.33% | 减仓 |
 康宁GLW |
| 0.55% | 0.28% | $1,155.5万 | 4.5万股 | $544.7万 | 4.0万股 | +5,176股+12.92% | 加仓 |
| CCORE SCIENTIFIC NEWCORZ |
| 0.54% | 0.19% | $1,130.9万 | 44.2万股 | $364.9万 | 24.4万股 | +19.8万股+81.17% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.47% | $1,113.8万 | 3.2万股 | $910.1万 | 3.2万股 | -204股-0.64% | 减仓 |
 埃克森美孚XOM |
| 0.52% | 0.74% | $1,092.7万 | 8.0万股 | $1,435.5万 | 8.5万股 | -4,686股-5.54% | 减仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 0.52% | 0.48% | $1,090.0万 | 26.5万股 | $925.0万 | 26.0万股 | +5,322股+2.05% | 加仓 |
 AMD超威AMD |
| 0.52% | 0.25% | $1,088.7万 | 1.9万股 | $487.2万 | 2.4万股 | -5,205股-21.74% | 减仓 |
| IiShares安硕信托IEFA |
| 0.51% | 0.5% | $1,066.1万 | 11.0万股 | $971.2万 | 10.7万股 | +3,111股+2.90% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.5% | 0.4% | $1,053.9万 | 6.5万股 | $769.4万 | 6.9万股 | -3,390股-4.94% | 减仓 |
 好市多COST |
| 0.5% | 0.58% | $1,051.0万 | 1.1万股 | $1,135.6万 | 1.1万股 | -163股-1.43% | 减仓 |
| IiShares安硕信托IEI |
| 0.5% | 0.47% | $1,038.9万 | 8.8万股 | $909.7万 | 7.7万股 | +1.2万股+15.31% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.48% | 0.46% | $1,000.1万 | 14.0万股 | $886.3万 | 13.8万股 | +2,054股+1.49% | 加仓 |
 VisaV |
| 0.46% | 0.46% | $968.6万 | 2.8万股 | $887.4万 | 2.9万股 | -1,128股-3.84% | 减仓 |
 台积电TSM |
| 0.46% | 0.35% | $966.0万 | 2.0万股 | $673.5万 | 2.0万股 | +300股+1.51% | 加仓 |
 强生JNJ |
| 0.45% | 0.45% | $946.4万 | 3.7万股 | $864.4万 | 3.5万股 | +1,905股+5.39% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 0.44% | 0.46% | $924.4万 | 21.4万股 | $887.2万 | 22.5万股 | -1.1万股-4.77% | 减仓 |
 雪佛龙CVX |
| 0.44% | 0.73% | $917.0万 | 5.5万股 | $1,419.2万 | 6.9万股 | -1.3万股-19.35% | 减仓 |
