| IiShares安硕信托IVV |
| 16.77% | 16.53% | $9,191.2万 | 12.3万股 | $7,813.6万 | 12.0万股 | +3,113股+2.60% | 加仓 |
| V先锋领航·FTSEVEA |
| 13.15% | 13.5% | $7,205.6万 | 101.1万股 | $6,382.2万 | 99.6万股 | +1.5万股+1.54% | 加仓 |
| EEA SERIES TRUSTFRDM |
| 7.67% | 6.75% | $4,204.2万 | 57.7万股 | $3,190.7万 | 58.4万股 | -7,145股-1.22% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 6.87% | 7.67% | $3,765.1万 | 82.8万股 | $3,625.9万 | 79.5万股 | +3.3万股+4.14% | 加仓 |
| I景顺QQQ信托VOO |
| 6.62% | 5.92% | $3,626.8万 | 4.9万股 | $2,799.7万 | 4.9万股 | +744股+1.53% | 加仓 |
| IiShares安硕·COREIJH |
| 4.81% | 4.76% | $2,633.3万 | 34.2万股 | $2,250.1万 | 33.3万股 | +8,305股+2.49% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 4.75% | 5.3% | $2,603.9万 | 32.9万股 | $2,506.0万 | 31.6万股 | +1.3万股+4.22% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 4.23% | 4.23% | $2,319.4万 | 14.8万股 | $2,001.4万 | 14.5万股 | +3,088股+2.13% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 3.44% | 3.9% | $1,886.3万 | 37.9万股 | $1,841.6万 | 37.0万股 | +9,011股+2.44% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.86% | 3.23% | $1,566.0万 | 18.9万股 | $1,527.3万 | 18.5万股 | +4,905股+2.66% | 加仓 |
| V先锋领航指数基金VOO |
| 2.55% | 2.57% | $1,394.7万 | 2.0万股 | $1,214.1万 | 2.0万股 | -11股-0.05% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 2.14% | 2.3% | $1,171.7万 | 28.4万股 | $1,087.5万 | 27.9万股 | +4,925股+1.76% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.35% | 1.44% | $741.5万 | 8.7万股 | $682.2万 | 8.8万股 | -1,741股-1.97% | 减仓 |
 英伟达NVDA |
| 1.27% | 1.2% | $698.1万 | 3.5万股 | $565.5万 | 3.2万股 | +2,463股+7.60% | 加仓 |
| G通用动力VTI |
| 1.16% | 1.17% | $637.3万 | 1.7万股 | $552.4万 | 1.7万股 | +3股+0.02% | 加仓 |
 苹果AAPL |
| 1.09% | 1.02% | $595.1万 | 2.1万股 | $481.8万 | 1.9万股 | +1,583股+8.34% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 1.02% | 1.16% | $560.0万 | 15.0万股 | $548.1万 | 15.4万股 | -3,971股-2.57% | 减仓 |
| V先锋领航指数基金VXF |
| 0.94% | 0.92% | $516.1万 | 2.1万股 | $433.0万 | 2.1万股 | -80股-0.38% | 减仓 |
 亚马逊AMZN |
| 0.83% | 0.8% | $454.1万 | 1.9万股 | $375.9万 | 1.8万股 | +1,004股+5.56% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.73% | 0.66% | $401.3万 | 1.1万股 | $314.3万 | 1.1万股 | +401股+3.66% | 加仓 |
| F富达Covington信托FENI |
| 0.7% | 0.77% | $384.5万 | 9.6万股 | $365.9万 | 9.8万股 | -2,544股-2.59% | 减仓 |
 微软MSFT |
| 0.62% | 0.7% | $340.7万 | 9,134股 | $332.4万 | 8,980股 | +154股+1.71% | 加仓 |
 谷歌AGOOGL |
| 0.61% | 0.52% | $331.9万 | 9,286股 | $247.9万 | 8,620股 | +666股+7.73% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.46% | 0.48% | $252.4万 | 2.8万股 | $226.5万 | 2.5万股 | +2,824股+11.42% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.46% | 0.47% | $251.7万 | 3,371股 | $221.6万 | 3,408股 | -37股-1.09% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.44% | 0.5% | $240.8万 | 2.9万股 | $235.6万 | 3.0万股 | -779股-2.59% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.36% | 0.37% | $199.8万 | 3.3万股 | $175.1万 | 3.2万股 | +1,068股+3.30% | 加仓 |
 艾伯维ABBV |
| 0.36% | 0.35% | $195.8万 | 7,780股 | $166.9万 | 7,675股 | +105股+1.37% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.36% | 0.36% | $195.0万 | 2,773股 | $169.4万 | 2,747股 | +26股+0.95% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.33% | 0.21% | $178.9万 | 4,146股 | $99.2万 | 6,047股 | -1,901股-31.44% | 减仓 |
 CLEAN HARBORSCLH |
| 0.32% | 0.46% | $175.2万 | 5,865股 | $218.6万 | 7,626股 | -1,761股-23.09% | 减仓 |
| CCRHCRH |
| 0.32% | 0.38% | $175.0万 | 1.6万股 | $179.6万 | 1.7万股 | -730股-4.27% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.3% | 0.24% | $164.6万 | 8,638股 | $114.8万 | 8,638股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.3% | 0.26% | $162.0万 | 4,288股 | $121.5万 | 3,925股 | +363股+9.25% | 加仓 |
 卡特彼勒CAT |
| 0.28% | 0.21% | $152.2万 | 1,429股 | $98.8万 | 1,394股 | +35股+2.51% | 加仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 0.27% | 0.31% | $149.4万 | 1.9万股 | $147.2万 | 2.0万股 | -861股-4.32% | 减仓 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 0.26% | 0.23% | $144.6万 | 1.9万股 | $111.1万 | 1.9万股 | -729股-3.78% | 减仓 |
 摩根大通JPM |
| 0.25% | 0.24% | $139.5万 | 4,261股 | $114.6万 | 3,894股 | +367股+9.42% | 加仓 |
 Meta平台META |
| 0.24% | 0.28% | $133.3万 | 2,367股 | $133.8万 | 2,338股 | +29股+1.24% | 加仓 |
| HHEALTHEQUITYHQY |
| 0.24% | 0.19% | $128.8万 | 1.4万股 | $89.6万 | 1.1万股 | +3,534股+32.95% | 加仓 |
 汽车地带AZO |
| 0.23% | 0.3% | $126.9万 | 397股 | $142.9万 | 423股 | -26股-6.15% | 减仓 |
 CienaCIEN |
| 0.23% | 0.3% | $126.0万 | 2,568股 | $141.8万 | 3,652股 | -1,084股-29.68% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.22% | 0.24% | $120.3万 | 2,404股 | $112.2万 | 2,341股 | +63股+2.69% | 加仓 |
 MascoMAS |
| 0.21% | 0.19% | $117.1万 | 1.4万股 | $90.7万 | 1.5万股 | -635股-4.23% | 减仓 |
| RRB GLOBALRBA |
| 0.21% | 0.21% | $117.0万 | 1.0万股 | $98.9万 | 1.0万股 | -277股-2.68% | 减仓 |
| PPINNACLE FINL PARTNERSPNFP |
| 0.21% | 0.18% | $116.8万 | 1.2万股 | $87.1万 | 1.0万股 | +1,465股+14.49% | 加仓 |
 KIRBYKEX |
| 0.21% | 0.25% | $113.0万 | 8,313股 | $117.7万 | 8,858股 | -545股-6.15% | 减仓 |
| IiShares安硕信托IWV |
| 0.19% | 0.19% | $104.9万 | 2,460股 | $91.2万 | 2,460股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.18% | 0.09% | $99.9万 | 2,929股 | $42.6万 | 2,655股 | +274股+10.32% | 加仓 |
 POOLPOOL |
| 0.18% | — | $99.7万 | 4,641股 | $0 | 0股 | +4,641股 | 新买入 |
