| G通用动力VTI |
| 10.96% | 8.89% | $2.68亿 | 72.4万股 | $1.93亿 | 60.2万股 | +12.2万股+20.30% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 5.33% | 4.96% | $1.30亿 | 36.9万股 | $1.08亿 | 37.6万股 | -6,642股-1.77% | 减仓 |
 台积电TSM |
| 4.89% | 3.95% | $1.20亿 | 25.1万股 | $8,567.7万 | 25.4万股 | -3,006股-1.19% | 减仓 |
| V先锋领航指数基金VOO |
| 4.49% | 4.35% | $1.10亿 | 16.0万股 | $9,441.4万 | 15.8万股 | +1,771股+1.12% | 加仓 |
| V先锋领航STAR基金VXUS |
| 4% | 2.71% | $9,784.6万 | 114.5万股 | $5,880.7万 | 76.3万股 | +38.2万股+50.08% | 加仓 |
 苹果AAPL |
| 3.78% | 3.79% | $9,237.1万 | 31.9万股 | $8,228.4万 | 32.4万股 | -4,995股-1.54% | 减仓 |
 阿斯麦ASML |
| 3.45% | 2.6% | $8,435.6万 | 4.2万股 | $5,643.6万 | 4.3万股 | -326股-0.76% | 减仓 |
 英伟达NVDA |
| 3.42% | 3.4% | $8,359.0万 | 41.8万股 | $7,394.2万 | 42.4万股 | -6,214股-1.47% | 减仓 |
| J骏利亨德森JAAA |
| 3.37% | 3.71% | $8,238.2万 | 163.2万股 | $8,050.9万 | 159.8万股 | +3.3万股+2.08% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 3.2% | 4.03% | $7,820.1万 | 35.6万股 | $8,742.4万 | 45.6万股 | -9.9万股-21.81% | 减仓 |
 亚马逊AMZN |
| 3.11% | 3.08% | $7,605.3万 | 31.9万股 | $6,684.6万 | 32.1万股 | -1,863股-0.58% | 减仓 |
 微软MSFT |
| 3.07% | 3.45% | $7,515.2万 | 20.1万股 | $7,499.0万 | 20.3万股 | -1,115股-0.55% | 减仓 |
| RRBB FDTBIL |
| 3.06% | 3.21% | $7,470.7万 | 149.8万股 | $6,971.3万 | 139.8万股 | +10.0万股+7.16% | 加仓 |
 博通AVGO |
| 2.97% | 2.75% | $7,260.9万 | 19.2万股 | $5,967.5万 | 19.3万股 | -591股-0.31% | 减仓 |
| IiShares安硕URTH |
| 2.7% | 2.9% | $6,611.8万 | 32.6万股 | $6,300.7万 | 35.0万股 | -2.4万股-6.78% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.69% | 2.96% | $6,574.5万 | 13.1万股 | $6,436.1万 | 13.4万股 | -2,920股-2.17% | 减仓 |
 万事达MA |
| 2.46% | 2.7% | $6,005.0万 | 11.7万股 | $5,867.5万 | 11.7万股 | -509股-0.43% | 减仓 |
 雷神技术RTX |
| 2.03% | 2.33% | $4,962.3万 | 26.2万股 | $5,069.0万 | 26.3万股 | -1,235股-0.47% | 减仓 |
 Meta平台META |
| 1.84% | 2.07% | $4,503.8万 | 8.0万股 | $4,492.2万 | 7.9万股 | +1,437股+1.83% | 加仓 |
| I景顺QQQ信托VOO |
| 1.64% | 1.44% | $4,011.8万 | 5.4万股 | $3,129.1万 | 5.4万股 | +265股+0.49% | 加仓 |
 德州仪器TXN |
| 1.37% | 1% | $3,344.8万 | 11.2万股 | $2,167.8万 | 11.2万股 | +552股+0.49% | 加仓 |
 迪尔DE |
| 1.36% | 1.37% | $3,329.1万 | 5.2万股 | $2,966.2万 | 5.3万股 | -175股-0.33% | 减仓 |
 AON SHS CL AAON |
| 1.33% | 1.46% | $3,251.7万 | 9.8万股 | $3,174.6万 | 9.8万股 | -319股-0.32% | 减仓 |
 家得宝HD |
| 1.24% | 1.34% | $3,029.1万 | 8.6万股 | $2,900.5万 | 8.8万股 | -2,303股-2.61% | 减仓 |
 布鲁克菲尔德BN |
| 1.12% | 1.16% | $2,736.3万 | 64.2万股 | $2,515.5万 | 62.2万股 | +2.1万股+3.36% | 加仓 |
 穆迪MCO |
| 1.01% | 1.09% | $2,480.7万 | 5.5万股 | $2,375.3万 | 5.4万股 | +324股+0.60% | 加仓 |
 芝加哥商品交易所CME |
| 0.99% | 1.5% | $2,430.0万 | 11.0万股 | $3,252.4万 | 11.0万股 | -80股-0.07% | 减仓 |
 摩托罗拉解决方案MSI |
| 0.99% | 1.18% | $2,429.6万 | 5.9万股 | $2,553.2万 | 5.9万股 | -330股-0.56% | 减仓 |
 宣伟SHW |
| 0.97% | 1.02% | $2,377.3万 | 6.9万股 | $2,218.9万 | 6.9万股 | -179股-0.26% | 减仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 0.8% | 0.82% | $1,964.6万 | 35.6万股 | $1,785.8万 | 32.3万股 | +3.3万股+10.36% | 加仓 |
 SAP SPON ADRSAP |
| 0.73% | 0.8% | $1,788.2万 | 11.6万股 | $1,736.8万 | 10.1万股 | +1.5万股+14.38% | 加仓 |
| J骏利Detroit策略信托JABS |
| 0.65% | — | $1,582.1万 | 31.7万股 | $0 | 0股 | +31.7万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.64% | 0.65% | $1,575.8万 | 2.1万股 | $1,414.9万 | 2.2万股 | -655股-3.01% | 减仓 |
 联合包裹UPSUPS |
| 0.58% | 0.61% | $1,415.9万 | 13.2万股 | $1,324.6万 | 13.5万股 | -2,933股-2.18% | 减仓 |
 谷歌AGOOGL |
| 0.49% | 0.46% | $1,209.0万 | 3.4万股 | $994.4万 | 3.5万股 | -749股-2.17% | 减仓 |
 摩根大通JPM |
| 0.45% | 0.45% | $1,105.0万 | 3.4万股 | $987.7万 | 3.4万股 | +183股+0.55% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.4% | 0.43% | $973.5万 | 13股 | $933.6万 | 13股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.39% | 1.4% | $961.8万 | 2.3万股 | $3,043.4万 | 11.2万股 | -8.9万股-79.43% | 减仓 |
 美国合众银行USB |
| 0.34% | 0.28% | $823.6万 | 14.3万股 | $612.5万 | 11.8万股 | +2.6万股+21.84% | 加仓 |
 VisaV |
| 0.32% | 0.33% | $783.0万 | 2.3万股 | $713.7万 | 2.4万股 | -792股-3.35% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.32% | 0.71% | $773.2万 | 10.9万股 | $1,545.6万 | 24.1万股 | -13.3万股-55.01% | 减仓 |
| IiShares安硕信托IVV |
| 0.28% | 0.14% | $678.6万 | 9,061股 | $307.5万 | 4,707股 | +4,354股+92.50% | 加仓 |
 ARES CAPITALARCC |
| 0.22% | 0.24% | $549.8万 | 29.7万股 | $516.2万 | 28.6万股 | +1.0万股+3.58% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.22% | 0.23% | $538.6万 | 3.4万股 | $504.6万 | 3.4万股 | -470股-1.37% | 减仓 |
 埃克森美孚XOM |
| 0.21% | 0.29% | $524.6万 | 3.8万股 | $639.9万 | 3.8万股 | +652股+1.73% | 加仓 |
| MMORGAN STANLEY ETF TRUSTEVLN |
| 0.21% | 0.26% | $502.4万 | 10.4万股 | $572.7万 | 11.9万股 | -1.5万股-12.87% | 减仓 |
 应用材料AMAT |
| 0.2% | 0.1% | $477.8万 | 6,609股 | $226.3万 | 6,620股 | -11股-0.17% | 减仓 |
 LOWES COS COMLOW |
| 0.19% | 0.23% | $460.1万 | 2.1万股 | $502.0万 | 2.1万股 | -380股-1.79% | 减仓 |
 T-MOBILE US COMTMUS |
| 0.19% | — | $455.9万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.17% | 0.24% | $425.5万 | 1.2万股 | $515.6万 | 1.2万股 | -431股-3.60% | 减仓 |
