| G通用动力VTI |
| 4.11% | 4.12% | $6,899.8万 | 18.6万股 | $5,890.0万 | 18.4万股 | +2,862股+1.56% | 加仓 |
 苹果AAPL |
| 3.81% | 3.86% | $6,406.3万 | 22.1万股 | $5,516.3万 | 21.7万股 | +4,042股+1.86% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 3.77% | 3.8% | $6,339.5万 | 28.9万股 | $5,430.8万 | 28.3万股 | +5,773股+2.04% | 加仓 |
| V先锋领航指数基金VB |
| 3.05% | 3% | $5,130.1万 | 16.9万股 | $4,287.3万 | 16.4万股 | +5,556股+3.39% | 加仓 |
| I景顺QQQ信托VOO |
| 2.95% | 2.65% | $4,957.0万 | 6.7万股 | $3,794.6万 | 6.6万股 | +1,570股+2.39% | 加仓 |
| V先锋领航白厅基金VYM |
| 2.94% | 3.18% | $4,934.4万 | 31.2万股 | $4,545.3万 | 30.7万股 | +5,338股+1.74% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 2.75% | 2.76% | $4,619.5万 | 55.2万股 | $3,949.9万 | 52.6万股 | +2.6万股+4.87% | 加仓 |
| IiShares安硕信托IVV |
| 2.35% | 2.41% | $3,944.9万 | 5.3万股 | $3,444.7万 | 5.3万股 | -58股-0.11% | 减仓 |
 英伟达NVDA |
| 2.23% | 2.17% | $3,738.3万 | 18.7万股 | $3,103.7万 | 17.8万股 | +8,869股+4.98% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.23% | 2.28% | $3,737.3万 | 5.0万股 | $3,257.2万 | 5.0万股 | -39股-0.08% | 减仓 |
 微软MSFT |
| 1.97% | 2.13% | $3,306.3万 | 8.9万股 | $3,054.5万 | 8.3万股 | +6,121股+7.42% | 加仓 |
 谷歌AGOOGL |
| 1.89% | 1.69% | $3,176.3万 | 8.9万股 | $2,414.4万 | 8.4万股 | +4,919股+5.86% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.63% | 1.74% | $2,740.7万 | 38.5万股 | $2,485.9万 | 38.8万股 | -3,290股-0.85% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.44% | 1.63% | $2,422.2万 | 42.9万股 | $2,334.8万 | 41.2万股 | +1.7万股+4.11% | 加仓 |
 博通AVGO |
| 1.42% | 1.34% | $2,384.5万 | 6.3万股 | $1,923.0万 | 6.2万股 | +992股+1.60% | 加仓 |
| IiShares安硕·COREIJH |
| 1.39% | 1.46% | $2,332.3万 | 30.2万股 | $2,083.6万 | 30.9万股 | -6,086股-1.97% | 减仓 |
| IiShares安硕·COREIJR |
| 1.29% | 1.34% | $2,166.8万 | 14.6万股 | $1,911.9万 | 15.4万股 | -7,705股-5.01% | 减仓 |
| WWisdomTree信托DGRW |
| 1.26% | 1.28% | $2,124.1万 | 22.2万股 | $1,826.8万 | 20.8万股 | +1.4万股+6.81% | 加仓 |
 亚马逊AMZN |
| 1.23% | 1.16% | $2,072.2万 | 8.7万股 | $1,655.4万 | 7.9万股 | +7,461股+9.39% | 加仓 |
 强生JNJ |
| 1.23% | 1.38% | $2,070.9万 | 8.2万股 | $1,972.9万 | 8.1万股 | +830股+1.03% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 1.18% | — | $1,980.5万 | 29.3万股 | $0 | 0股 | +29.3万股 | 新买入 |
| V先锋领航·TOTALBND |
| 1.17% | 1.23% | $1,965.7万 | 26.8万股 | $1,766.6万 | 24.0万股 | +2.8万股+11.62% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.16% | 1.27% | $1,955.6万 | 3.9万股 | $1,810.8万 | 3.8万股 | +1,293股+3.42% | 加仓 |
| S嘉信策略信托SCHD |
| 1.16% | 1.3% | $1,948.4万 | 61.4万股 | $1,863.6万 | 60.7万股 | +7,013股+1.15% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.11% | 1.16% | $1,856.6万 | 8.7万股 | $1,665.1万 | 8.7万股 | +499股+0.58% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.03% | 1.02% | $1,734.9万 | 5.8万股 | $1,465.7万 | 5.9万股 | -1,356股-2.29% | 减仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.99% | 1.02% | $1,669.2万 | 40.0万股 | $1,454.1万 | 39.6万股 | +4,412股+1.12% | 加仓 |
 沃尔玛WMT |
| 0.89% | 1.15% | $1,503.3万 | 13.3万股 | $1,644.6万 | 13.2万股 | +394股+0.30% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.88% | 0.97% | $1,474.8万 | 35.8万股 | $1,390.0万 | 35.7万股 | +758股+0.21% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 0.85% | 0.94% | $1,424.1万 | 36.1万股 | $1,341.5万 | 33.8万股 | +2.3万股+6.86% | 加仓 |
 摩根大通JPM |
| 0.82% | 0.83% | $1,377.8万 | 4.2万股 | $1,191.4万 | 4.1万股 | +1,590股+3.93% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.72% | 0.78% | $1,211.3万 | 31.2万股 | $1,116.6万 | 31.9万股 | -6,381股-2.00% | 减仓 |
| F第一信托·USTCIBR |
| 0.71% | 0.57% | $1,188.7万 | 13.2万股 | $822.5万 | 13.1万股 | +1,080股+0.82% | 加仓 |
 泛林集团LRCX |
| 0.68% | 0.4% | $1,137.0万 | 2.6万股 | $565.5万 | 2.6万股 | -229股-0.87% | 减仓 |
 摩根士丹利MS |
| 0.65% | 0.59% | $1,087.9万 | 5.2万股 | $849.7万 | 5.2万股 | +412股+0.80% | 加仓 |
 Meta平台META |
| 0.64% | 0.7% | $1,072.0万 | 1.9万股 | $1,005.0万 | 1.8万股 | +1,466股+8.35% | 加仓 |
| FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI |
| 0.61% | 0.62% | $1,028.1万 | 35.0万股 | $885.1万 | 34.6万股 | +3,294股+0.95% | 加仓 |
 默沙东MRK |
| 0.58% | 0.62% | $980.0万 | 7.6万股 | $894.1万 | 7.4万股 | +1,939股+2.61% | 加仓 |
 思科CSCO |
| 0.58% | 0.44% | $980.0万 | 8.3万股 | $633.7万 | 8.2万股 | +1,760股+2.15% | 加仓 |
| RRBB FUND TRUSTCOPY |
| 0.57% | 0.54% | $957.6万 | 65.0万股 | $776.7万 | 56.6万股 | +8.4万股+14.84% | 加仓 |
 科磊KLAC |
| 0.56% | 0.32% | $942.8万 | 3.1万股 | $451.2万 | 3,064股 | +2.8万股+919.88% | 加仓 |
 美光科技MU |
| 0.55% | 0.21% | $922.2万 | 7,989股 | $300.3万 | 8,889股 | -900股-10.12% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 0.55% | 0.52% | $917.8万 | 11.3万股 | $744.1万 | 10.9万股 | +4,250股+3.90% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 0.55% | 0.53% | $915.5万 | 21.2万股 | $762.7万 | 19.3万股 | +1.9万股+9.70% | 加仓 |
 卡特彼勒CAT |
| 0.52% | 0.38% | $878.2万 | 8,247股 | $548.0万 | 7,735股 | +512股+6.62% | 加仓 |
 美国运通AXP |
| 0.5% | 0.51% | $831.8万 | 2.5万股 | $725.8万 | 2.4万股 | +598股+2.49% | 加仓 |
 万事达MA |
| 0.49% | 0.54% | $822.6万 | 1.6万股 | $777.4万 | 1.6万股 | +459股+2.95% | 加仓 |
 宝洁PG |
| 0.49% | 0.56% | $822.5万 | 5.6万股 | $806.6万 | 5.6万股 | +247股+0.44% | 加仓 |
 雷神技术RTX |
| 0.48% | — | $813.2万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
 应用材料AMAT |
| 0.48% | 0.25% | $801.4万 | 1.1万股 | $358.7万 | 1.0万股 | +590股+5.62% | 加仓 |
