| G通用动力VTI |
| 31.88% | 31.17% | $1.17亿 | 31.6万股 | $9,944.3万 | 31.0万股 | +5,666股+1.83% | 加仓 |
| V先锋领航STAR基金VXUS |
| 17.18% | 17.51% | $6,293.7万 | 73.6万股 | $5,586.1万 | 72.4万股 | +1.2万股+1.62% | 加仓 |
| V先锋领航指数基金VOO |
| 7.75% | 6.92% | $2,838.1万 | 3.9万股 | $2,208.7万 | 3.8万股 | +274股+0.72% | 加仓 |
| V先锋领航指数基金VB |
| 6.17% | 6.04% | $2,261.2万 | 7.5万股 | $1,927.0万 | 7.4万股 | +1,024股+1.39% | 加仓 |
| S道富SPHY |
| 4.77% | 5.22% | $1,748.9万 | 74.6万股 | $1,666.6万 | 71.5万股 | +3.1万股+4.40% | 加仓 |
| J摩根大通交易所交易基金JPEM |
| 3.45% | 3.84% | $1,263.8万 | 20.1万股 | $1,225.1万 | 19.7万股 | +4,104股+2.08% | 加仓 |
| IISHARES US FINANCIAL SERVICES ETFIYG |
| 2.95% | 3.01% | $1,079.0万 | 11.9万股 | $960.2万 | 11.6万股 | +3,360股+2.90% | 加仓 |
| PPGIM ULTRAPULS |
| 2.28% | 1.92% | $833.4万 | 16.8万股 | $613.1万 | 12.4万股 | +4.4万股+35.80% | 加仓 |
| I景顺交易所交易基金IIBKLN |
| 1.84% | 2.02% | $672.7万 | 33.0万股 | $645.0万 | 31.6万股 | +1.4万股+4.50% | 加仓 |
| SSPDR道富系列信托SJNK |
| 1.81% | 1.99% | $663.6万 | 26.5万股 | $636.1万 | 25.5万股 | +1.0万股+4.12% | 加仓 |
 苹果AAPL |
| 1.68% | 1.67% | $614.6万 | 2.1万股 | $533.3万 | 2.1万股 | +228股+1.09% | 加仓 |
 EATON VANCE TAX-MANAGED GLOBAL COMEXG |
| 1.45% | 1.42% | $531.2万 | 54.1万股 | $452.5万 | 52.3万股 | +1.9万股+3.62% | 加仓 |
 微软MSFT |
| 1.4% | 1.53% | $511.3万 | 1.4万股 | $487.5万 | 1.3万股 | +536股+4.07% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 1.37% | 1.29% | $500.3万 | 2.2万股 | $410.7万 | 2.2万股 | +355股+1.61% | 加仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 1.31% | 1.28% | $478.9万 | 6.4万股 | $409.6万 | 6.3万股 | +1,121股+1.78% | 加仓 |
 亚马逊AMZN |
| 1.31% | 1.3% | $478.7万 | 2.0万股 | $414.0万 | 2.0万股 | +208股+1.05% | 加仓 |
 嘉信理财SCHW |
| 1.16% | 1.32% | $425.0万 | 4.6万股 | $419.8万 | 4.5万股 | +1,388股+3.11% | 加仓 |
 优步UBER |
| 1.06% | 1.15% | $386.7万 | 5.4万股 | $368.2万 | 5.1万股 | +2,407股+4.70% | 加仓 |
| EENTREPRENEURSHARES SERIES TRXOVR |
| 1.04% | 0.86% | $379.5万 | 18.0万股 | $275.1万 | 16.3万股 | +1.7万股+10.70% | 加仓 |
| AALPS ETF信托AMLP |
| 0.97% | 1.09% | $355.1万 | 6.8万股 | $348.3万 | 6.6万股 | +2,331股+3.52% | 加仓 |
 强生JNJ |
| 0.8% | 0.88% | $294.6万 | 1.2万股 | $280.4万 | 1.1万股 | +127股+1.11% | 加仓 |
 英伟达NVDA |
| 0.77% | 0.89% | $283.7万 | 1.4万股 | $283.6万 | 1.6万股 | -2,084股-12.81% | 减仓 |
| MMORGAN STANLEY ETF TRUSTEVSD |
| 0.64% | 0.63% | $235.6万 | 4.6万股 | $202.3万 | 4.0万股 | +6,605股+16.63% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.57% | 0.55% | $209.5万 | 5,928股 | $176.0万 | 6,136股 | -208股-3.39% | 减仓 |
 卡特彼勒CAT |
| 0.45% | 0.34% | $164.0万 | 1,540股 | $109.1万 | 1,540股 | 00.00% | 持仓不变 |
 KENVUE COMKVUE |
| 0.44% | 0.42% | $161.1万 | 8.4万股 | $135.2万 | 7.8万股 | +5,907股+7.53% | 加仓 |
 谷歌AGOOGL |
| 0.33% | 0.3% | $119.2万 | 3,334股 | $95.9万 | 3,334股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.28% | 0.4% | $101.3万 | 6,111股 | $126.3万 | 6,104股 | +7股+0.11% | 加仓 |
| SSPDR黄金信托GLD |
| 0.26% | 0.34% | $94.2万 | 2,556股 | $110.0万 | 2,556股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 0.25% | 0.26% | $91.1万 | 1.2万股 | $83.3万 | 1.1万股 | +1,069股+10.06% | 加仓 |
 康菲石油COP |
| 0.23% | 0.34% | $86.0万 | 8,273股 | $109.2万 | 8,273股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.22% | — | $81.5万 | 1,091股 | $0 | 0股 | +1,091股 | 新买入 |
| J骏利亨德森JAAA |
| 0.21% | 0.21% | $77.3万 | 1.5万股 | $66.5万 | 1.3万股 | +2,098股+15.88% | 加仓 |
 CALAMOS CONVERTIBLE OPPSCHI |
| 0.2% | 0.18% | $72.1万 | 5.4万股 | $58.3万 | 5.4万股 | -625股-1.15% | 减仓 |
 Phillips 66PSX |
| 0.19% | 0.24% | $69.9万 | 4,136股 | $75.3万 | 4,136股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金VUSB |
| 0.16% | 0.19% | $59.0万 | 1.2万股 | $61.2万 | 1.2万股 | -449股-3.65% | 减仓 |
 JH PREFERRED INCOMEHPI |
| 0.13% | 0.16% | $48.5万 | 3.0万股 | $50.3万 | 3.2万股 | -2,147股-6.69% | 减仓 |
 可口可乐KO |
| 0.12% | 0.13% | $45.5万 | 5,599股 | $42.6万 | 5,599股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.12% | 0.14% | $43.2万 | 768股 | $43.9万 | 768股 | 00.00% | 持仓不变 |
 WESTAMERICA BANCORPORATIONWABC |
| 0.11% | 0.11% | $39.9万 | 6,794股 | $35.4万 | 6,794股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.11% | 0.14% | $38.7万 | 1.2万股 | $44.7万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.1% | 0.09% | $35.3万 | 2,567股 | $29.0万 | 2,567股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.09% | 0.09% | $33.1万 | 787股 | $28.7万 | 772股 | +15股+1.94% | 加仓 |
 思科CSCO |
| 0.09% | 0.07% | $32.3万 | 2,753股 | $21.3万 | 2,752股 | +1股+0.04% | 加仓 |
 埃克森美孚XOM |
| 0.08% | 0.12% | $30.9万 | 2,264股 | $38.3万 | 2,255股 | +9股+0.40% | 加仓 |
 DatadogDDOG |
| 0.07% | — | $26.0万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
 沃尔玛WMT |
| 0.06% | 0.07% | $21.6万 | 1,907股 | $23.6万 | 1,899股 | +8股+0.42% | 加仓 |
| IiShares安硕信托DVY |
| 0.06% | 0.06% | $20.9万 | 1,337股 | $20.2万 | 1,337股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.05% | — | $20.1万 | 174股 | $0 | 0股 | +174股 | 新买入 |
