| V先锋领航·FTSEVEA |
| 7.8% | 6.91% | $5,397.6万 | 84.2万股 | $5,167.3万 | 82.7万股 | +1.5万股+1.83% | 加仓 |
| WWORLD GOLD TRGLD |
| 5.93% | 6.09% | $4,103.5万 | 44.3万股 | $4,552.3万 | 53.3万股 | -9.1万股-16.98% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 5.88% | 4.32% | $4,065.5万 | 80.8万股 | $3,226.6万 | 64.1万股 | +16.6万股+25.95% | 加仓 |
| IiShares安硕IEMG |
| 4.75% | 4.14% | $3,287.0万 | 47.1万股 | $3,094.1万 | 46.0万股 | +1.1万股+2.38% | 加仓 |
| I景顺·S&PSPHQ |
| 4.5% | 4.55% | $3,110.1万 | 41.4万股 | $3,398.6万 | 45.3万股 | -3.9万股-8.66% | 减仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 4.2% | 3.75% | $2,907.5万 | 28.1万股 | $2,807.6万 | 27.4万股 | +7,137股+2.60% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 4.03% | 4.12% | $2,789.7万 | 6.5万股 | $3,080.1万 | 6.5万股 | +348股+0.53% | 加仓 |
 AVANTIS INTLNGG |
| 3.87% | 3.41% | $2,676.7万 | 31.5万股 | $2,547.4万 | 30.9万股 | +6,045股+1.95% | 加仓 |
| B贝莱德ETF信托DYNF |
| 3.63% | 3.71% | $2,509.4万 | 43.1万股 | $2,776.6万 | 45.7万股 | -2.5万股-5.54% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 3.56% | 3.19% | $2,464.2万 | 32.5万股 | $2,383.8万 | 31.8万股 | +7,002股+2.20% | 加仓 |
 谷歌AGOOGL |
| 3.35% | 3.42% | $2,316.6万 | 8.1万股 | $2,557.3万 | 8.2万股 | -1,142股-1.40% | 减仓 |
 苹果AAPL |
| 3.23% | 3.32% | $2,233.9万 | 8.8万股 | $2,481.3万 | 9.1万股 | -3,249股-3.56% | 减仓 |
 微软MSFT |
| 2.44% | 3% | $1,686.9万 | 4.6万股 | $2,244.7万 | 4.6万股 | -844股-1.82% | 减仓 |
| IiShares安硕信托GJS |
| 2.42% | 2.31% | $1,675.6万 | 73.1万股 | $1,726.9万 | 75.0万股 | -1.9万股-2.48% | 减仓 |
 英伟达NVDA |
| 2.04% | 2.14% | $1,413.6万 | 8.1万股 | $1,602.2万 | 8.6万股 | -4,856股-5.65% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 1.78% | 1.67% | $1,232.5万 | 19.3万股 | $1,245.3万 | 18.7万股 | +5,390股+2.88% | 加仓 |
 亚马逊AMZN |
| 1.62% | 1.74% | $1,121.5万 | 5.4万股 | $1,300.1万 | 5.6万股 | -2,477股-4.40% | 减仓 |
 好市多COST |
| 1.56% | 1.3% | $1,082.2万 | 1.1万股 | $974.4万 | 1.1万股 | -439股-3.89% | 减仓 |
| AAvantis·U SAVUV |
| 1.56% | 1.21% | $1,075.8万 | 9.7万股 | $905.2万 | 8.9万股 | +8,622股+9.71% | 加仓 |
| WWisdomTree信托DGRW |
| 1.45% | 1.34% | $1,002.4万 | 11.4万股 | $1,000.8万 | 11.2万股 | +2,215股+1.98% | 加仓 |
| V先锋领航指数基金VOO |
| 1.26% | 1.13% | $871.7万 | 1.5万股 | $847.7万 | 1.4万股 | +1,071股+7.92% | 加仓 |
 博通AVGO |
| 1.16% | 1.23% | $801.6万 | 2.6万股 | $921.8万 | 2.7万股 | -736股-2.76% | 减仓 |
 Meta平台META |
| 1.11% | 1.2% | $765.0万 | 1.3万股 | $900.0万 | 1.4万股 | -263股-1.93% | 减仓 |
 沃尔玛WMT |
| 1.07% | 0.91% | $741.5万 | 6.0万股 | $681.6万 | 6.1万股 | -1,513股-2.47% | 减仓 |
 雪佛龙CVX |
| 1.04% | 0.66% | $715.9万 | 3.5万股 | $491.3万 | 3.2万股 | +2,367股+7.34% | 加仓 |
| IIBMIBM |
| 0.94% | 1.07% | $651.0万 | 2.7万股 | $797.4万 | 2.7万股 | -62股-0.23% | 减仓 |
| V先锋领航指数基金VUG |
| 0.89% | 0.94% | $613.5万 | 1.4万股 | $702.2万 | 1.4万股 | -349股-2.42% | 减仓 |
 VertivVRT |
| 0.87% | 0.52% | $600.2万 | 2.4万股 | $390.6万 | 2.4万股 | -154股-0.64% | 减仓 |
 VisaV |
| 0.82% | 1.37% | $569.9万 | 1.9万股 | $1,021.5万 | 2.9万股 | -1.0万股-35.26% | 减仓 |
 GE VernovaGEV |
| 0.73% | 0.51% | $507.8万 | 5,817股 | $381.3万 | 5,834股 | -17股-0.29% | 减仓 |
 MECHANICS BANCORP CL AMCHB |
| 0.73% | 0.67% | $506.4万 | 34.3万股 | $502.3万 | 34.3万股 | 00.00% | 持仓不变 |
| PPimco Active Bond ETFBOND |
| 0.61% | 0.55% | $422.7万 | 4.6万股 | $409.8万 | 4.4万股 | +1,783股+4.05% | 加仓 |
 雅培ABT |
| 0.55% | 0.69% | $378.6万 | 3.7万股 | $518.0万 | 4.1万股 | -4,468股-10.81% | 减仓 |
 礼来LLY |
| 0.53% | 0.57% | $366.5万 | 3,985股 | $425.5万 | 3,959股 | +26股+0.66% | 加仓 |
 固安捷GWW |
| 0.52% | 0.46% | $360.3万 | 3,303股 | $340.9万 | 3,378股 | -75股-2.22% | 减仓 |
 黑石集团BX |
| 0.5% | 0.65% | $348.4万 | 3.0万股 | $487.2万 | 3.2万股 | -1,311股-4.15% | 减仓 |
 家得宝HD |
| 0.5% | 0.5% | $346.5万 | 1.1万股 | $375.4万 | 1.1万股 | -373股-3.42% | 减仓 |
 宣伟SHW |
| 0.48% | 0.46% | $331.5万 | 1.0万股 | $342.7万 | 1.1万股 | -235股-2.22% | 减仓 |
 摩根大通JPM |
| 0.47% | 0.52% | $324.8万 | 1.1万股 | $391.0万 | 1.2万股 | -1,096股-9.03% | 减仓 |
 派克汉尼汾PH |
| 0.46% | 0.42% | $317.1万 | 3,542股 | $316.9万 | 3,605股 | -63股-1.75% | 减仓 |
 伊顿ETN |
| 0.44% | 0.34% | $307.2万 | 8,589股 | $253.0万 | 7,942股 | +647股+8.15% | 加仓 |
| BBANK OF AMERBAC |
| 0.43% | 0.46% | $297.7万 | 6.1万股 | $342.9万 | 6.2万股 | -1,273股-2.04% | 减仓 |
| I景顺QQQ信托VOO |
| 0.43% | 0.42% | $296.2万 | 5,132股 | $315.8万 | 5,140股 | -8股-0.16% | 减仓 |
 强生JNJ |
| 0.42% | 0.33% | $289.5万 | 1.2万股 | $247.6万 | 1.2万股 | -124股-1.04% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.42% | 0.4% | $287.3万 | 4股 | $301.9万 | 4股 | 00.00% | 持仓不变 |
 安费诺APH |
| 0.39% | 0.33% | $272.1万 | 2.2万股 | $249.7万 | 1.8万股 | +3,058股+16.55% | 加仓 |
 甲骨文ORCL |
| 0.39% | 0.53% | $271.5万 | 1.8万股 | $393.0万 | 2.0万股 | -1,705股-8.46% | 减仓 |
 艾伯维ABBV |
| 0.39% | 0.38% | $270.0万 | 1.2万股 | $285.7万 | 1.3万股 | -89股-0.71% | 减仓 |
 阿斯麦ASML |
| 0.38% | 0.28% | $262.6万 | 1,988股 | $206.2万 | 1,927股 | +61股+3.17% | 加仓 |
 迪尔DE |
| 0.37% | 0.28% | $254.4万 | 4,516股 | $211.7万 | 4,548股 | -32股-0.70% | 减仓 |
