| V先锋领航指数基金VOO |
| 4.99% | 5% | $4,994.2万 | 7.3万股 | $4,442.7万 | 7.4万股 | -1,632股-2.20% | 减仓 |
| IiShares安硕信托IVV |
| 4.26% | 4.17% | $4,259.0万 | 5.7万股 | $3,700.5万 | 5.7万股 | +219股+0.39% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.33% | 3.09% | $3,326.8万 | 9.4万股 | $2,741.5万 | 9.6万股 | -1,413股-1.48% | 减仓 |
| AAvantis Total Equity Markets ETFAVTM |
| 2.64% | — | $2,640.1万 | 48.5万股 | $0 | 0股 | +48.5万股 | 新买入 |
 可口可乐KO |
| 2.58% | 2.83% | $2,582.7万 | 31.8万股 | $2,516.4万 | 33.1万股 | -1.3万股-3.96% | 减仓 |
| S嘉信·USSCHX |
| 2.13% | 2.09% | $2,132.2万 | 72.5万股 | $1,857.4万 | 72.4万股 | +79股+0.01% | 加仓 |
| I景顺QQQ信托VOO |
| 2.03% | 1.8% | $2,031.9万 | 2.8万股 | $1,596.2万 | 2.8万股 | -63股-0.23% | 减仓 |
 亚马逊AMZN |
| 2% | 1.97% | $1,999.0万 | 8.4万股 | $1,746.5万 | 8.4万股 | +16股+0.02% | 加仓 |
 礼来LLY |
| 1.71% | 1.49% | $1,710.9万 | 1.4万股 | $1,325.7万 | 1.4万股 | -150股-1.04% | 减仓 |
| S道富SPYM |
| 1.6% | 1.57% | $1,596.8万 | 18.2万股 | $1,395.9万 | 18.2万股 | -674股-0.37% | 减仓 |
 VisaV |
| 1.59% | 1.58% | $1,590.0万 | 4.6万股 | $1,400.6万 | 4.6万股 | +1股+0.00% | 加仓 |
 苹果AAPL |
| 1.49% | 1.48% | $1,493.0万 | 5.2万股 | $1,315.1万 | 5.2万股 | -220股-0.42% | 减仓 |
 英伟达NVDA |
| 1.38% | 1.37% | $1,376.2万 | 6.9万股 | $1,215.5万 | 7.0万股 | -916股-1.31% | 减仓 |
 TJXTJX |
| 1.04% | 1.23% | $1,039.2万 | 6.9万股 | $1,095.4万 | 6.9万股 | +3股+0.00% | 加仓 |
| PPGIM ULTRAPULS |
| 1% | 1.09% | $999.9万 | 20.2万股 | $965.2万 | 19.5万股 | +6,826股+3.50% | 加仓 |
 艺康ECL |
| 1% | 1.08% | $999.7万 | 3.6万股 | $963.3万 | 3.6万股 | -329股-0.91% | 减仓 |
| S道富SPIB |
| 0.98% | 1.08% | $979.6万 | 29.3万股 | $955.7万 | 28.5万股 | +7,814股+2.74% | 加仓 |
 埃克森美孚XOM |
| 0.98% | 1.36% | $975.5万 | 7.1万股 | $1,209.4万 | 7.1万股 | +69股+0.10% | 加仓 |
| IiShares安硕信托DGRO |
| 0.91% | 0.92% | $914.8万 | 12.1万股 | $814.7万 | 11.6万股 | +4,616股+3.98% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.89% | 0.9% | $886.8万 | 14.4万股 | $799.1万 | 14.4万股 | +353股+0.25% | 加仓 |
| IiShares安硕·COREIJH |
| 0.88% | 0.87% | $879.1万 | 11.4万股 | $775.1万 | 11.5万股 | -774股-0.67% | 减仓 |
 PUBLIC STORAGE COMPSA |
| 0.85% | 0.82% | $847.0万 | 2.7万股 | $726.2万 | 2.7万股 | -200股-0.75% | 减仓 |
 相干公司COHR |
| 0.83% | 0.66% | $827.9万 | 2.1万股 | $583.8万 | 2.5万股 | -3,520股-14.36% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.81% | 0.79% | $814.9万 | 28.1万股 | $702.8万 | 28.0万股 | +1,378股+0.49% | 加仓 |
| IiShares安硕信托GVI |
| 0.81% | 1.24% | $809.8万 | 7.6万股 | $1,100.7万 | 10.3万股 | -2.7万股-26.41% | 减仓 |
 摩根大通JPM |
| 0.77% | 0.78% | $767.6万 | 2.3万股 | $691.0万 | 2.3万股 | -38股-0.16% | 减仓 |
| S嘉信策略信托SCHD |
| 0.76% | 0.85% | $760.6万 | 24.0万股 | $759.6万 | 24.8万股 | -7,730股-3.12% | 减仓 |
 SIMON PPTY NEW COMSPG |
| 0.74% | 0.71% | $743.9万 | 3.3万股 | $632.2万 | 3.4万股 | -630股-1.86% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.74% | 0.75% | $738.5万 | 14.7万股 | $665.5万 | 14.6万股 | +769股+0.53% | 加仓 |
 IQVIAIQV |
| 0.74% | 0.73% | $735.8万 | 3.8万股 | $651.4万 | 3.8万股 | -114股-0.30% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.73% | 0.86% | $733.5万 | 20.0万股 | $764.5万 | 20.2万股 | -2,500股-1.24% | 减仓 |
| MMASTECMTZ |
| 0.73% | 0.67% | $729.1万 | 1.8万股 | $592.2万 | 1.8万股 | -881股-4.79% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.71% | 0.56% | $706.7万 | 7.8万股 | $494.7万 | 6.3万股 | +1.5万股+24.39% | 加仓 |
 固安捷GWW |
| 0.7% | 0.64% | $704.7万 | 5,180股 | $565.0万 | 5,180股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.68% | 0.25% | $678.0万 | 2.0万股 | $220.8万 | 1.4万股 | +6,107股+44.34% | 加仓 |
| IiShares安硕信托ITOT |
| 0.68% | 0.66% | $675.8万 | 4.1万股 | $589.0万 | 4.1万股 | -218股-0.53% | 减仓 |
 FIRST CTZNS BANCSHARES DFCNCA |
| 0.67% | 0.62% | $667.9万 | 3,210股 | $548.4万 | 2,910股 | +300股+10.31% | 加仓 |
 百事可乐PEP |
| 0.64% | 0.85% | $642.2万 | 4.7万股 | $752.0万 | 4.8万股 | -996股-2.06% | 减仓 |
 TRACTOR SUPPLY COMTSCO |
| 0.62% | 1.03% | $624.1万 | 19.7万股 | $914.6万 | 20.2万股 | -4,445股-2.20% | 减仓 |
 AMGEN COMAMGN |
| 0.62% | 0.7% | $624.0万 | 1.7万股 | $622.5万 | 1.8万股 | -462股-2.61% | 减仓 |
 WP CAREYWPC |
| 0.59% | 0.64% | $593.5万 | 8.3万股 | $570.9万 | 8.4万股 | -1,000股-1.19% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.57% | 0.82% | $572.5万 | 1.3万股 | $724.2万 | 1.4万股 | -1,161股-8.38% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.57% | 0.48% | $570.0万 | 1.6万股 | $426.3万 | 1.3万股 | +2,175股+16.23% | 加仓 |
| IiShares安硕·COREIJR |
| 0.56% | 0.54% | $561.2万 | 3.8万股 | $480.3万 | 3.9万股 | -803股-2.08% | 减仓 |
 COPART COMCPRT |
| 0.56% | 0.76% | $561.2万 | 19.9万股 | $674.5万 | 20.3万股 | -4,097股-2.02% | 减仓 |
 微软MSFT |
| 0.56% | 0.62% | $560.4万 | 1.5万股 | $553.8万 | 1.5万股 | +62股+0.41% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.56% | 0.57% | $555.7万 | 2.3万股 | $504.7万 | 2.3万股 | +15股+0.06% | 加仓 |
 谷歌AGOOGL |
| 0.55% | 0.51% | $549.3万 | 1.5万股 | $450.4万 | 1.6万股 | -294股-1.88% | 减仓 |
 优步UBER |
| 0.52% | 0.58% | $515.4万 | 7.1万股 | $519.7万 | 7.2万股 | -829股-1.15% | 减仓 |
| V先锋领航·MIDVO |
| 0.5% | 0.49% | $496.4万 | 6.2万股 | $438.4万 | 1.5万股 | +4.6万股+303.64% | 加仓 |
