| SSPDR道富系列信托SPYG |
| 15.85% | 15.26% | $1.82亿 | 153.1万股 | $1.47亿 | 150.2万股 | +2.9万股+1.93% | 加仓 |
| V先锋领航指数基金VTV |
| 13.64% | 14.18% | $1.57亿 | 72.0万股 | $1.37亿 | 69.7万股 | +2.3万股+3.29% | 加仓 |
| I景顺QQQ信托VOO |
| 12.06% | 11.21% | $1.39亿 | 18.8万股 | $1.08亿 | 18.7万股 | +1,029股+0.55% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 4.67% | 4.98% | $5,365.4万 | 64.9万股 | $4,798.9万 | 58.0万股 | +6.9万股+11.94% | 加仓 |
 苹果AAPL |
| 3.11% | 3.04% | $3,579.4万 | 12.4万股 | $2,932.9万 | 11.6万股 | +8,139股+7.04% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.06% | 3.21% | $3,523.2万 | 59.0万股 | $3,097.8万 | 57.3万股 | +1.7万股+2.99% | 加仓 |
| V先锋领航白厅基金VYM |
| 2.97% | 3.27% | $3,420.5万 | 21.6万股 | $3,153.9万 | 21.3万股 | +3,487股+1.64% | 加仓 |
| V先锋领航白厅基金VNQ |
| 1.9% | 2.13% | $2,183.6万 | 23.4万股 | $2,056.7万 | 23.3万股 | +1,337股+0.58% | 加仓 |
 谷歌AGOOGL |
| 1.61% | 1.45% | $1,846.1万 | 5.2万股 | $1,395.7万 | 4.9万股 | +3,121股+6.43% | 加仓 |
 英伟达NVDA |
| 1.6% | 1.57% | $1,841.5万 | 9.2万股 | $1,514.4万 | 8.7万股 | +5,199股+5.99% | 加仓 |
| V先锋领航指数基金VB |
| 1.58% | 1.58% | $1,814.7万 | 6.0万股 | $1,521.0万 | 5.8万股 | +1,795股+3.09% | 加仓 |
| SSPDR行业精选信托XLF |
| 1.48% | 1.57% | $1,704.1万 | 31.8万股 | $1,509.8万 | 30.6万股 | +1.2万股+3.94% | 加仓 |
| V先锋领航·TOTALBND |
| 1.41% | 1.51% | $1,624.5万 | 22.1万股 | $1,460.6万 | 19.8万股 | +2.3万股+11.57% | 加仓 |
| J骏利Detroit策略信托JMBS |
| 1.36% | 1.45% | $1,563.3万 | 34.7万股 | $1,396.4万 | 30.9万股 | +3.8万股+12.42% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.33% | 1.43% | $1,533.5万 | 7.2万股 | $1,378.0万 | 7.2万股 | +273股+0.38% | 加仓 |
| IiShares安硕信托SGOV |
| 1.32% | 1.95% | $1,521.7万 | 15.1万股 | $1,877.6万 | 18.7万股 | -3.5万股-18.97% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.3% | 1.3% | $1,497.7万 | 17.0万股 | $1,256.3万 | 3.4万股 | +13.6万股+398.29% | 加仓 |
| IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU |
| 1.27% | — | $1,461.6万 | 29.3万股 | $0 | 0股 | +29.3万股 | 新买入 |
| V先锋领航全球基金VGT |
| 1.23% | 1.08% | $1,420.2万 | 11.9万股 | $1,044.7万 | 1.5万股 | +10.4万股+693.60% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.23% | 1.1% | $1,411.0万 | 13.8万股 | $1,064.0万 | 13.5万股 | +2,664股+1.97% | 加仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 1.21% | 1.26% | $1,396.1万 | 15.4万股 | $1,219.3万 | 15.2万股 | +1,787股+1.17% | 加仓 |
 亚马逊AMZN |
| 1.16% | 1.21% | $1,336.3万 | 5.6万股 | $1,167.8万 | 5.6万股 | -2股-0.00% | 减仓 |
 特斯拉TSLA |
| 1.05% | 1.04% | $1,212.7万 | 2.9万股 | $1,004.8万 | 2.7万股 | +1,806股+6.68% | 加仓 |
 微软MSFT |
| 0.74% | 0.8% | $849.7万 | 2.3万股 | $770.9万 | 2.1万股 | +1,954股+9.38% | 加仓 |
| C花旗集团C |
| 0.71% | 0.62% | $813.7万 | 5.8万股 | $597.5万 | 5.3万股 | +5,451股+10.35% | 加仓 |
 Meta平台META |
| 0.62% | 0.74% | $714.3万 | 1.3万股 | $716.4万 | 1.3万股 | +160股+1.28% | 加仓 |
 卡特彼勒CAT |
| 0.6% | 0.55% | $685.0万 | 6,432股 | $532.6万 | 7,518股 | -1,086股-14.45% | 减仓 |
 黑石集团BX |
| 0.58% | 0.67% | $670.1万 | 5.7万股 | $641.6万 | 5.6万股 | +1,144股+2.05% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.54% | 0.57% | $619.0万 | 5.8万股 | $549.4万 | 5.9万股 | -382股-0.65% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.53% | 0.53% | $605.6万 | 1.2万股 | $508.1万 | 1.1万股 | +1,499股+14.14% | 加仓 |
| IIBMIBM |
| 0.52% | 0.38% | $602.7万 | 2.1万股 | $362.2万 | 1.5万股 | +6,491股+43.44% | 加仓 |
 EATON VANCE TAX-MANAGED GLOBAL COMEXG |
| 0.51% | 0.54% | $589.1万 | 60.0万股 | $518.3万 | 59.9万股 | +1,955股+0.33% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.49% | 0.58% | $558.8万 | 9.9万股 | $556.1万 | 9.8万股 | +827股+0.84% | 加仓 |
| BBANK OF AMERBAC |
| 0.46% | 0.48% | $532.6万 | 9.3万股 | $460.7万 | 9.4万股 | -1,028股-1.09% | 减仓 |
 摩根大通JPM |
| 0.45% | 0.47% | $522.8万 | 1.6万股 | $455.5万 | 1.5万股 | +488股+3.15% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.45% | 0.32% | $512.4万 | 1.5万股 | $311.2万 | 1.1万股 | +3,652股+33.66% | 加仓 |
| G高盛ETF信托GINC |
| 0.44% | 0.47% | $509.1万 | 9.2万股 | $456.7万 | 9.1万股 | +337股+0.37% | 加仓 |
 英特尔INTC |
| 0.43% | 0.17% | $496.8万 | 3.6万股 | $167.8万 | 3.8万股 | -2,450股-6.44% | 减仓 |
 高盛GS |
| 0.41% | 0.5% | $472.2万 | 4,669股 | $481.7万 | 5,694股 | -1,025股-18.00% | 减仓 |
| F富达·COMWLTH TRONEQ |
| 0.36% | 0.36% | $410.0万 | 4.0万股 | $344.5万 | 4.1万股 | -850股-2.10% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 0.36% | 0.4% | $409.5万 | 4.3万股 | $388.4万 | 4.1万股 | +2,606股+6.40% | 加仓 |
 GE航空GE |
| 0.35% | 0.33% | $406.6万 | 1.1万股 | $315.3万 | 1.1万股 | -229股-2.06% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.35% | 0.34% | $401.0万 | 4.9万股 | $330.8万 | 8,114股 | +4.0万股+498.11% | 加仓 |
 礼来LLY |
| 0.34% | 0.15% | $393.1万 | 3,278股 | $149.2万 | 1,622股 | +1,656股+102.10% | 加仓 |
 联合健康UNH |
| 0.31% | 0.23% | $359.1万 | 8,640股 | $221.2万 | 8,174股 | +466股+5.70% | 加仓 |
 埃克森美孚XOM |
| 0.3% | 0.44% | $350.1万 | 2.6万股 | $421.6万 | 2.5万股 | +757股+3.05% | 加仓 |
 沃尔玛WMT |
| 0.29% | 0.37% | $329.7万 | 2.9万股 | $357.4万 | 2.9万股 | +359股+1.25% | 加仓 |
 辉瑞PFE |
| 0.29% | 0.34% | $327.8万 | 13.6万股 | $323.6万 | 11.5万股 | +2.1万股+18.11% | 加仓 |
 GE VernovaGEV |
| 0.28% | 0.24% | $317.3万 | 2,701股 | $232.8万 | 2,667股 | +34股+1.27% | 加仓 |
 星座能源CEG |
| 0.26% | 0.35% | $295.0万 | 1.2万股 | $342.3万 | 1.2万股 | -381股-3.11% | 减仓 |
