| V先锋领航·TOTALBND |
| 10.43% | 12.27% | $8,036.4万 | 109.5万股 | $8,463.4万 | 114.9万股 | -5.5万股-4.75% | 减仓 |
| I景顺QQQ信托VOO |
| 7.69% | 7.68% | $5,923.3万 | 8.0万股 | $5,299.1万 | 9.2万股 | -1.1万股-12.39% | 减仓 |
| V先锋领航白厅基金VNQ |
| 3.78% | 3.95% | $2,909.7万 | 31.2万股 | $2,727.0万 | 30.8万股 | +3,325股+1.08% | 加仓 |
| V先锋领航指数基金VNQ |
| 3.05% | 3.01% | $2,351.7万 | 24.4万股 | $2,078.2万 | 23.4万股 | +9,585股+4.09% | 加仓 |
| EETF系列解决方案QTUM |
| 3.05% | 2.26% | $2,345.9万 | 14.2万股 | $1,558.4万 | 14.5万股 | -3,391股-2.33% | 减仓 |
| S嘉信·USSCHX |
| 2.98% | 2.94% | $2,294.5万 | 78.0万股 | $2,030.9万 | 79.2万股 | -1.2万股-1.57% | 减仓 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 2.9% | 2.06% | $2,234.5万 | 33.6万股 | $1,421.3万 | 21.2万股 | +12.3万股+58.16% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.78% | 2.74% | $2,138.8万 | 63.2万股 | $1,888.3万 | 64.8万股 | -1.6万股-2.50% | 减仓 |
| SSPDR道富系列信托BIL |
| 2.19% | 0.56% | $1,687.1万 | 18.4万股 | $389.0万 | 4.2万股 | +14.2万股+333.67% | 加仓 |
| JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE |
| 2.12% | 2.03% | $1,634.8万 | 21.0万股 | $1,400.2万 | 21.0万股 | -193股-0.09% | 减仓 |
| RRBB FDTBIL |
| 2.11% | 0.88% | $1,625.7万 | 32.6万股 | $607.7万 | 12.2万股 | +20.4万股+167.51% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 2.04% | 2.07% | $1,571.4万 | 36.4万股 | $1,431.4万 | 36.3万股 | +1,219股+0.34% | 加仓 |
 苹果AAPL |
| 1.88% | 1.97% | $1,444.8万 | 5.0万股 | $1,361.3万 | 5.4万股 | -3,708股-6.91% | 减仓 |
 谷歌AGOOGL |
| 1.85% | 1.73% | $1,422.6万 | 4.0万股 | $1,195.5万 | 4.2万股 | -1,768股-4.25% | 减仓 |
 英伟达NVDA |
| 1.73% | 1.74% | $1,331.3万 | 6.7万股 | $1,202.9万 | 6.9万股 | -2,435股-3.53% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.6% | 0.65% | $1,236.3万 | 1.7万股 | $446.3万 | 6,863股 | +9,692股+141.22% | 加仓 |
 摩根大通JPM |
| 1.56% | 1.59% | $1,205.1万 | 3.7万股 | $1,093.8万 | 3.7万股 | -367股-0.99% | 减仓 |
 亚马逊AMZN |
| 1.45% | 1.47% | $1,117.1万 | 4.7万股 | $1,017.0万 | 4.9万股 | -1,959股-4.01% | 减仓 |
 QUANTA SVCSPWR |
| 1.41% | 1.64% | $1,086.0万 | 1.5万股 | $1,131.4万 | 2.1万股 | -5,525股-26.81% | 减仓 |
| AATLAS ENERGY SOLUTIONSAESI |
| 1.37% | 1.2% | $1,055.5万 | 63.5万股 | $830.5万 | 63.3万股 | +2,452股+0.39% | 加仓 |
 黑石集团BX |
| 1.26% | 1.26% | $969.8万 | 8.2万股 | $867.9万 | 7.5万股 | +6,933股+9.19% | 加仓 |
| N新纪元能源NEE |
| 1.25% | 1.47% | $961.4万 | 11.0万股 | $1,017.0万 | 11.0万股 | +33股+0.03% | 加仓 |
| KKKR & COMKKR |
| 1.21% | 1.25% | $935.3万 | 10.2万股 | $864.7万 | 9.3万股 | +8,421股+9.01% | 加仓 |
 台积电TSM |
| 1.11% | 0.9% | $853.2万 | 1.8万股 | $622.9万 | 1.8万股 | -566股-3.07% | 减仓 |
 卡特彼勒CAT |
| 1.11% | 0.85% | $852.0万 | 8,000股 | $583.5万 | 8,235股 | -235股-2.85% | 减仓 |
 Meta平台META |
| 1.06% | 1.22% | $818.5万 | 1.5万股 | $844.3万 | 1.5万股 | -225股-1.52% | 减仓 |
 博通AVGO |
| 1.05% | 1.38% | $805.9万 | 2.1万股 | $951.1万 | 3.1万股 | -9,395股-30.57% | 减仓 |
 WILLIAMS SONOMAWSM |
| 1.02% | 0.91% | $784.0万 | 3.4万股 | $625.2万 | 3.4万股 | -658股-1.92% | 减仓 |
 埃克森美孚XOM |
| 1.01% | 1.41% | $781.4万 | 5.7万股 | $974.3万 | 5.7万股 | -268股-0.47% | 减仓 |
 MERCADOLIBRE COMMELI |
| 0.97% | 1.18% | $746.2万 | 4,396股 | $814.4万 | 4,710股 | -314股-6.67% | 减仓 |
 微软MSFT |
| 0.95% | 1.06% | $728.1万 | 2.0万股 | $729.6万 | 2.0万股 | -192股-0.97% | 减仓 |
 艾伯维ABBV |
| 0.94% | 0.89% | $722.4万 | 2.9万股 | $613.2万 | 2.8万股 | +513股+1.82% | 加仓 |
 PALO ALTOPANW |
| 0.91% | 0.52% | $702.5万 | 2.1万股 | $356.4万 | 2.2万股 | -1,627股-7.32% | 减仓 |
| FFASTENAL COMFAST |
| 0.85% | 0.91% | $655.7万 | 13.7万股 | $630.5万 | 13.6万股 | +651股+0.48% | 加仓 |
 沃尔玛WMT |
| 0.85% | 1.05% | $651.7万 | 5.8万股 | $721.8万 | 5.8万股 | -539股-0.93% | 减仓 |
 默沙东MRK |
| 0.84% | 0.86% | $646.3万 | 5.0万股 | $595.3万 | 4.9万股 | +812股+1.64% | 加仓 |
 Vulcan材料VMC |
| 0.8% | 0.82% | $616.7万 | 2.1万股 | $568.9万 | 2.1万股 | +11股+0.05% | 加仓 |
 VisaV |
| 0.79% | 0.77% | $607.2万 | 1.8万股 | $530.7万 | 1.8万股 | +138股+0.79% | 加仓 |
| IIBMIBM |
| 0.74% | 0.7% | $572.7万 | 2.0万股 | $482.9万 | 2.0万股 | +443股+2.22% | 加仓 |
 AMGEN COMAMGN |
| 0.74% | 0.8% | $570.8万 | 1.6万股 | $548.7万 | 1.6万股 | +168股+1.08% | 加仓 |
 派克汉尼汾PH |
| 0.73% | 0.74% | $565.5万 | 5,781股 | $509.3万 | 5,689股 | +92股+1.62% | 加仓 |
 星巴克SBUX |
| 0.72% | 0.69% | $554.5万 | 5.4万股 | $473.0万 | 5.3万股 | +1,461股+2.77% | 加仓 |
 贝莱德·INC COMBLK |
| 0.72% | 0.79% | $551.6万 | 5,737股 | $541.7万 | 5,633股 | +104股+1.85% | 加仓 |
 洛克希德马丁LMT |
| 0.69% | 0.89% | $532.7万 | 1.0万股 | $616.9万 | 1.0万股 | +249股+2.44% | 加仓 |
 高盛GS |
| 0.69% | 0.66% | $532.2万 | 5,262股 | $454.6万 | 5,373股 | -111股-2.07% | 减仓 |
 家得宝HD |
| 0.69% | 0.7% | $530.2万 | 1.5万股 | $481.6万 | 1.5万股 | +391股+2.67% | 加仓 |
 迪士尼DIS |
| 0.68% | 0.75% | $522.0万 | 5.4万股 | $516.9万 | 5.4万股 | +605股+1.13% | 加仓 |
 KENVUE COMKVUE |
| 0.66% | 0.62% | $507.6万 | 26.6万股 | $426.1万 | 24.7万股 | +1.8万股+7.46% | 加仓 |
 雪佛龙CVX |
| 0.65% | 0.87% | $497.8万 | 3.0万股 | $596.9万 | 2.9万股 | +1,180股+4.09% | 加仓 |
 明晟MSCI |
| 0.62% | 0.66% | $479.4万 | 8,560股 | $457.4万 | 8,485股 | +75股+0.88% | 加仓 |
