| AAlphabet Inc Class CGOOG |
| 5.54% | 5.25% | $3,787.6万 | 10.7万股 | $3,088.1万 | 10.8万股 | -453股-0.42% | 减仓 |
 美光科技MU |
| 4.38% | 2.42% | $2,992.6万 | 2.6万股 | $1,425.6万 | 4.2万股 | -1.6万股-38.56% | 减仓 |
 苹果AAPL |
| 4.28% | 4.33% | $2,928.1万 | 10.1万股 | $2,546.3万 | 10.0万股 | +863股+0.86% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 3.74% | 2.51% | $2,556.9万 | 33.8万股 | $1,475.5万 | 19.5万股 | +14.3万股+73.21% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 3.51% | 3.84% | $2,400.7万 | 64.4万股 | $2,256.3万 | 63.5万股 | +9,259股+1.46% | 加仓 |
 应用材料AMAT |
| 3.18% | 2.26% | $2,175.6万 | 3.0万股 | $1,328.3万 | 3.9万股 | -8,771股-22.57% | 减仓 |
| C花旗集团C |
| 3.05% | 2.9% | $2,082.4万 | 14.9万股 | $1,705.5万 | 15.0万股 | -1,600股-1.06% | 减仓 |
| V先锋领航·MALVERN FDSVCRB |
| 2.82% | 3.05% | $1,931.2万 | 25.0万股 | $1,794.1万 | 23.2万股 | +1.8万股+7.85% | 加仓 |
 亚马逊AMZN |
| 2.67% | 1.86% | $1,823.6万 | 7.7万股 | $1,093.5万 | 5.3万股 | +2.4万股+45.72% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 2.64% | 3.28% | $1,804.4万 | 42.7万股 | $1,927.5万 | 45.7万股 | -2.9万股-6.36% | 减仓 |
| SSPDR行业精选信托XLE |
| 2.4% | 3.22% | $1,639.5万 | 30.9万股 | $1,894.3万 | 30.9万股 | -540股-0.17% | 减仓 |
 嘉信理财SCHW |
| 2.29% | 2.68% | $1,564.7万 | 17.0万股 | $1,578.4万 | 16.8万股 | +1,623股+0.97% | 加仓 |
 自由港麦克莫兰FCX |
| 2.09% | 2.27% | $1,426.2万 | 22.7万股 | $1,335.3万 | 22.7万股 | -398股-0.18% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 2.04% | 2.02% | $1,393.9万 | 34.3万股 | $1,187.6万 | 34.4万股 | -750股-0.22% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.97% | 2.28% | $1,345.1万 | 28.7万股 | $1,342.3万 | 28.5万股 | +1,434股+0.50% | 加仓 |
| BBANK OF AMERBAC |
| 1.94% | 1.92% | $1,323.1万 | 23.2万股 | $1,127.6万 | 23.1万股 | +916股+0.40% | 加仓 |
 第一资本COF |
| 1.93% | 2% | $1,316.7万 | 6.6万股 | $1,178.1万 | 6.5万股 | +1,053股+1.63% | 加仓 |
 优步UBER |
| 1.81% | 1.93% | $1,235.9万 | 17.1万股 | $1,137.2万 | 15.8万股 | +1.3万股+8.34% | 加仓 |
 强生JNJ |
| 1.67% | 2.19% | $1,145.0万 | 4.5万股 | $1,288.1万 | 5.3万股 | -7,611股-14.44% | 减仓 |
| DDimensional维度ETF信托DFEV |
| 1.63% | 1.59% | $1,114.3万 | 26.1万股 | $937.7万 | 26.2万股 | -933股-0.36% | 减仓 |
 WELLS FARGO NEWWFC |
| 1.56% | 1.7% | $1,064.3万 | 12.9万股 | $999.2万 | 12.6万股 | +3,275股+2.61% | 加仓 |
 Meta平台META |
| 1.56% | 1.78% | $1,063.7万 | 1.9万股 | $1,045.7万 | 1.8万股 | +605股+3.31% | 加仓 |
 微软MSFT |
| 1.5% | 1.52% | $1,024.8万 | 2.7万股 | $895.9万 | 2.4万股 | +3,272股+13.52% | 加仓 |
 英伟达NVDA |
| 1.48% | 1.29% | $1,009.0万 | 5.0万股 | $758.3万 | 4.3万股 | +6,942股+15.96% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 1.44% | 1.76% | $987.9万 | 40.2万股 | $1,032.8万 | 36.0万股 | +4.3万股+11.86% | 加仓 |
 迪士尼DIS |
| 1.43% | 1.66% | $981.1万 | 10.2万股 | $978.4万 | 10.2万股 | +412股+0.41% | 加仓 |
 谷歌AGOOGL |
| 1.39% | 1.3% | $950.0万 | 2.7万股 | $765.6万 | 2.7万股 | -40股-0.15% | 减仓 |
 联邦快递FDX |
| 1.33% | 2.35% | $908.1万 | 2.9万股 | $1,381.4万 | 3.9万股 | -9,782股-25.22% | 减仓 |
 贝克休斯BKR |
| 1.26% | 1.62% | $862.1万 | 15.5万股 | $951.7万 | 15.6万股 | -554股-0.36% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.15% | 0.2% | $789.5万 | 1.1万股 | $115.2万 | 1,772股 | +8,800股+496.61% | 加仓 |
| CCOHEN & STEERS ETF TRUSTCSEN |
| 1.06% | — | $722.3万 | 30.5万股 | $0 | 0股 | +30.5万股 | 新买入 |
| G通用动力VTI |
| 1.02% | 1.03% | $697.9万 | 1.9万股 | $605.0万 | 1.9万股 | 00.00% | 持仓不变 |
| FFiservFISV |
| 0.97% | 1.12% | $665.4万 | 13.6万股 | $658.2万 | 11.8万股 | +1.8万股+15.01% | 加仓 |
| R力拓BBP |
| 0.94% | 1.07% | $642.3万 | 6.8万股 | $631.3万 | 6.8万股 | -19股-0.03% | 减仓 |
 CNH INDLCNH |
| 0.92% | 1.05% | $629.7万 | 56.1万股 | $615.7万 | 56.0万股 | +950股+0.17% | 加仓 |
 ARES CAPITALARCC |
| 0.9% | 1.02% | $612.4万 | 33.0万股 | $597.3万 | 33.1万股 | -1,000股-0.30% | 减仓 |
 辉瑞PFE |
| 0.85% | 1.14% | $580.6万 | 24.1万股 | $668.6万 | 23.8万股 | +3,035股+1.27% | 加仓 |
| V先锋领航市政债券基金VCRM |
| 0.83% | 0.9% | $568.0万 | 7.4万股 | $530.9万 | 7.1万股 | +3,700股+5.24% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.81% | 0.92% | $556.2万 | 1.1万股 | $541.3万 | 1.1万股 | -180股-1.59% | 减仓 |
 摩根大通JPM |
| 0.79% | 0.84% | $539.8万 | 1.6万股 | $492.8万 | 1.7万股 | -261股-1.56% | 减仓 |
 高盛GS |
| 0.78% | 0.82% | $534.9万 | 5,289股 | $481.0万 | 5,686股 | -397股-6.98% | 减仓 |
 WEYERHAEUSERWY |
| 0.76% | 0.89% | $519.9万 | 21.7万股 | $525.9万 | 21.5万股 | +1,885股+0.88% | 加仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.75% | 0.79% | $515.7万 | 2.7万股 | $464.1万 | 2.7万股 | -375股-1.36% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.72% | 0.82% | $495.5万 | 8.4万股 | $479.7万 | 8.1万股 | +3,450股+4.28% | 加仓 |
| VVanEck ETF信托GDX |
| 0.72% | 1.02% | $492.5万 | 6.5万股 | $602.2万 | 6.6万股 | -349股-0.53% | 减仓 |
 迪尔DE |
| 0.71% | 0.71% | $482.5万 | 7,607股 | $418.9万 | 7,436股 | +171股+2.30% | 加仓 |
 CVS健康CVS |
| 0.67% | 0.54% | $455.9万 | 4.4万股 | $318.6万 | 4.4万股 | -285股-0.64% | 减仓 |
| CCHEWY CL ACHWY |
| 0.63% | 0.36% | $434.1万 | 22.1万股 | $210.2万 | 7.8万股 | +14.3万股+183.79% | 加仓 |
 好市多COST |
| 0.62% | 0.78% | $424.7万 | 4,540股 | $456.9万 | 4,585股 | -45股-0.98% | 减仓 |
 Elevance健康ELV |
| 0.61% | 0.55% | $415.1万 | 1.1万股 | $322.8万 | 1.1万股 | -292股-2.65% | 减仓 |
