| V先锋领航·INSTL INDEX FDVBIL |
| 4.96% | — | $4,836.2万 | 63.9万股 | $0 | 0股 | +63.9万股 | 新买入 |
| DDOUBLELINE SECURITIZED CREDIT ETFDSCO |
| 4.11% | 5.01% | $4,001.1万 | 160.5万股 | $4,180.0万 | 168.2万股 | -7.8万股-4.61% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 4.03% | 5.39% | $3,923.1万 | 38.9万股 | $4,496.1万 | 44.7万股 | -5.8万股-12.95% | 减仓 |
 苹果AAPL |
| 4% | 3.46% | $3,898.3万 | 13.5万股 | $2,883.8万 | 11.4万股 | +2.1万股+18.56% | 加仓 |
 英伟达NVDA |
| 3.87% | 3.47% | $3,768.4万 | 18.8万股 | $2,897.9万 | 16.6万股 | +2.2万股+13.34% | 加仓 |
| TTCW ETF TRUSTXB |
| 3.51% | 3.72% | $3,423.2万 | 87.3万股 | $3,101.5万 | 79.0万股 | +8.3万股+10.54% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 3.36% | 3.57% | $3,271.4万 | 14.9万股 | $2,979.5万 | 15.5万股 | -6,251股-4.02% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.31% | 4.59% | $3,225.3万 | 4.3万股 | $3,829.6万 | 5.9万股 | -1.6万股-26.65% | 减仓 |
 谷歌AGOOGL |
| 3.21% | 2.98% | $3,129.8万 | 8.8万股 | $2,485.4万 | 8.6万股 | +1,146股+1.33% | 加仓 |
| I景顺QQQ信托VOO |
| 3.2% | 0.83% | $3,120.6万 | 4.2万股 | $693.8万 | 1.2万股 | +3.0万股+252.52% | 加仓 |
| IiShares安硕信托SHV |
| 3.05% | 4.1% | $2,969.0万 | 26.9万股 | $3,422.3万 | 31.0万股 | -4.1万股-13.21% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.29% | 2.4% | $2,236.2万 | 9.5万股 | $2,002.3万 | 9.3万股 | +1,401股+1.50% | 加仓 |
 微软MSFT |
| 2.08% | 2.45% | $2,027.7万 | 5.4万股 | $2,040.7万 | 5.5万股 | -770股-1.40% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 2.01% | 2.39% | $1,960.9万 | 73.9万股 | $1,990.1万 | 76.0万股 | -2.0万股-2.66% | 减仓 |
| IiShares安硕信托ITOT |
| 1.7% | 1.73% | $1,658.3万 | 10.1万股 | $1,445.6万 | 10.1万股 | -545股-0.54% | 减仓 |
 亚马逊AMZN |
| 1.6% | 1.62% | $1,559.1万 | 6.5万股 | $1,348.4万 | 6.5万股 | +674股+1.04% | 加仓 |
| V先锋领航指数基金VTV |
| 1.47% | 1.3% | $1,433.2万 | 6.6万股 | $1,082.1万 | 5.5万股 | +1.1万股+19.23% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 1.42% | 1.49% | $1,379.8万 | 9.7万股 | $1,239.4万 | 9.9万股 | -1,808股-1.83% | 减仓 |
 博通AVGO |
| 1.3% | 1.14% | $1,266.3万 | 3.4万股 | $948.5万 | 3.1万股 | +2,878股+9.39% | 加仓 |
 Meta平台META |
| 1.15% | 1.79% | $1,120.8万 | 2.0万股 | $1,493.4万 | 2.6万股 | -6,205股-23.77% | 减仓 |
 强生JNJ |
| 1.13% | 0.89% | $1,105.2万 | 4.4万股 | $745.4万 | 3.0万股 | +1.3万股+42.69% | 加仓 |
 台积电TSM |
| 1.11% | 0.71% | $1,079.9万 | 2.3万股 | $593.2万 | 1.8万股 | +5,058股+28.81% | 加仓 |
| SSSGA ACTIVE TRALLW |
| 1.07% | 1.1% | $1,045.6万 | 35.7万股 | $913.3万 | 31.7万股 | +4.1万股+12.83% | 加仓 |
| IiShares安硕信托IWY |
| 0.98% | 1.03% | $958.2万 | 3.3万股 | $856.6万 | 3.4万股 | -1,452股-4.22% | 减仓 |
| C花旗集团C |
| 0.78% | 0.51% | $761.5万 | 5.4万股 | $426.9万 | 3.8万股 | +1.7万股+44.52% | 加仓 |
 VisaV |
| 0.77% | 0.67% | $753.4万 | 2.2万股 | $556.9万 | 1.8万股 | +3,535股+19.19% | 加仓 |
 美国运通AXP |
| 0.77% | 0.81% | $747.0万 | 2.2万股 | $672.0万 | 2.2万股 | -132股-0.59% | 减仓 |
 美光科技MU |
| 0.75% | 0.07% | $726.3万 | 6,292股 | $62.0万 | 1,836股 | +4,456股+242.70% | 加仓 |
| IiShares安硕信托IXUS |
| 0.72% | 0.78% | $703.0万 | 7.4万股 | $648.4万 | 7.5万股 | -1,179股-1.58% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.7% | 0.19% | $677.8万 | 5.5万股 | $156.5万 | 3,671股 | +5.1万股+1,386.87% | 加仓 |
 阿默普莱斯AMP |
| 0.69% | 0.35% | $672.7万 | 1.5万股 | $288.9万 | 6,502股 | +8,161股+125.52% | 加仓 |
| IiShares安硕信托USMV |
| 0.69% | 0.24% | $669.5万 | 6.9万股 | $201.2万 | 2.2万股 | +4.8万股+219.93% | 加仓 |
 泛林集团LRCX |
| 0.67% | 0.07% | $654.2万 | 1.5万股 | $56.4万 | 2,641股 | +1.2万股+471.68% | 加仓 |
 摩根大通JPM |
| 0.66% | 0.7% | $644.0万 | 2.0万股 | $584.2万 | 2.0万股 | -185股-0.93% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.66% | 0.82% | $644.0万 | 12.3万股 | $685.6万 | 13.2万股 | -8,981股-6.80% | 减仓 |
 万事达MA |
| 0.63% | 0.57% | $613.3万 | 1.2万股 | $475.6万 | 9,519股 | +2,423股+25.45% | 加仓 |
 卡特彼勒CAT |
| 0.62% | 0.5% | $606.7万 | 5,697股 | $413.6万 | 5,838股 | -141股-2.42% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.59% | 0.61% | $572.0万 | 1.1万股 | $507.5万 | 1.1万股 | +841股+7.94% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.57% | 0.64% | $552.4万 | 2.1万股 | $531.3万 | 2.2万股 | -293股-1.36% | 减仓 |
 AIRBNB COM CL AABNB |
| 0.55% | 0.04% | $539.6万 | 3.8万股 | $36.4万 | 2,886股 | +3.5万股+1,206.51% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.53% | 0.47% | $514.8万 | 6.2万股 | $389.3万 | 5.3万股 | +9,414股+17.84% | 加仓 |
| PPacer基金信托CALF |
| 0.51% | 0.54% | $501.4万 | 9.9万股 | $454.4万 | 10.1万股 | -2,211股-2.18% | 减仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.5% | 0.63% | $482.5万 | 1.1万股 | $521.3万 | 1.1万股 | +40股+0.36% | 加仓 |
 GE VernovaGEV |
| 0.49% | 0.08% | $477.7万 | 4,066股 | $62.7万 | 718股 | +3,348股+466.30% | 加仓 |
| IiShares黄金信托IAU |
| 0.47% | 0.72% | $458.3万 | 6.1万股 | $599.6万 | 6.8万股 | -7,318股-10.76% | 减仓 |
 默沙东MRK |
| 0.46% | 0.51% | $444.9万 | 3.5万股 | $427.0万 | 3.5万股 | -869股-2.45% | 减仓 |
 RITHM CAPITAL CORP REITRITM |
| 0.45% | 0.55% | $439.1万 | 46.8万股 | $462.2万 | 48.8万股 | -2.0万股-4.10% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.44% | 0.24% | $430.8万 | 11.7万股 | $200.4万 | 5.9万股 | +5.8万股+98.26% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.43% | 0.39% | $422.9万 | 10.5万股 | $328.1万 | 9.7万股 | +8,261股+8.52% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.42% | 0.46% | $409.1万 | 5.0万股 | $383.7万 | 4.8万股 | +1,302股+2.70% | 加仓 |
