| V先锋领航指数基金VOO |
| 18.25% | 17.14% | $1.06亿 | 15.5万股 | $8,830.4万 | 14.8万股 | +6,771股+4.58% | 加仓 |
| V先锋领航·TOTALBND |
| 10.17% | 10.44% | $5,914.6万 | 80.6万股 | $5,380.4万 | 73.1万股 | +7.5万股+10.27% | 加仓 |
| V先锋领航·FTSEVEA |
| 6.82% | 6.52% | $3,967.8万 | 55.7万股 | $3,360.2万 | 52.4万股 | +3.3万股+6.20% | 加仓 |
| IiShares安硕·COREIJH |
| 4.13% | 3.97% | $2,401.9万 | 31.1万股 | $2,047.3万 | 30.3万股 | +8,317股+2.74% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.65% | 2.72% | $1,541.0万 | 31.8万股 | $1,402.7万 | 29.2万股 | +2.6万股+9.00% | 加仓 |
| G通用动力VTI |
| 2.28% | 2.26% | $1,325.5万 | 3.6万股 | $1,164.5万 | 3.6万股 | -478股-1.32% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 2.16% | 2.22% | $1,258.9万 | 20.5万股 | $1,144.6万 | 20.6万股 | -1,332股-0.65% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.06% | 1.97% | $1,200.8万 | 14.5万股 | $1,015.1万 | 12.3万股 | +2.3万股+18.44% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.99% | 1.95% | $1,155.1万 | 19.4万股 | $1,004.9万 | 18.6万股 | +7,601股+4.09% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.93% | 2.09% | $1,123.3万 | 15股 | $1,077.2万 | 15股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.82% | 1.85% | $1,057.0万 | 3.7万股 | $955.4万 | 3.8万股 | -1,115股-2.96% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.76% | 1.99% | $1,024.7万 | 18.1万股 | $1,025.8万 | 18.1万股 | +453股+0.25% | 加仓 |
| V先锋领航指数基金VB |
| 1.65% | 1.61% | $959.3万 | 3.2万股 | $828.9万 | 3.2万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.63% | 1.99% | $951.0万 | 2.5万股 | $1,023.0万 | 2.8万股 | -2,144股-7.76% | 减仓 |
 AMGEN COMAMGN |
| 1.53% | 1.67% | $891.6万 | 2.5万股 | $861.3万 | 2.4万股 | +141股+0.58% | 加仓 |
 康宁GLW |
| 1.52% | 0.92% | $886.5万 | 3.5万股 | $472.6万 | 3.5万股 | -50股-0.14% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.49% | 1.46% | $868.6万 | 9.0万股 | $751.5万 | 8.5万股 | +5,346股+6.31% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.41% | 1.42% | $820.1万 | 24.2万股 | $732.7万 | 25.2万股 | -9,177股-3.65% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.39% | 1.57% | $810.9万 | 1.6万股 | $807.2万 | 1.7万股 | -639股-3.79% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.36% | 1.41% | $792.8万 | 3.4万股 | $727.9万 | 3.4万股 | -340股-1.00% | 减仓 |
 卡特彼勒CAT |
| 1.16% | 0.9% | $674.8万 | 6,337股 | $466.0万 | 6,577股 | -240股-3.65% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.88% | 0.91% | $513.7万 | 14.1万股 | $471.1万 | 14.0万股 | +1,114股+0.80% | 加仓 |
 英伟达NVDA |
| 0.71% | 0.69% | $412.1万 | 2.1万股 | $353.5万 | 2.0万股 | +327股+1.61% | 加仓 |
| S嘉信策略信托SCHD |
| 0.7% | 0.78% | $404.9万 | 12.8万股 | $399.5万 | 13.0万股 | -2,530股-1.94% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.68% | 0.71% | $395.7万 | 12.7万股 | $365.8万 | 13.1万股 | -4,094股-3.12% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.67% | 0.66% | $389.3万 | 13.4万股 | $338.9万 | 13.5万股 | -589股-0.44% | 减仓 |
| G高盛·PHYSICAL GOLDAAAU |
| 0.63% | 0.8% | $364.1万 | 9.2万股 | $413.8万 | 9.0万股 | +2,429股+2.71% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.58% | 0.52% | $335.9万 | 6.6万股 | $266.7万 | 5.3万股 | +1.4万股+26.05% | 加仓 |
 联合太平洋铁路UNP |
| 0.57% | 0.59% | $331.5万 | 1.2万股 | $302.6万 | 1.2万股 | -285股-2.29% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.56% | 0.54% | $323.3万 | 2.6万股 | $277.5万 | 6,509股 | +2.0万股+300.00% | 加仓 |
| F第一信托交易所交易基金VIEIPI |
| 0.53% | 0.64% | $310.7万 | 14.2万股 | $329.2万 | 14.6万股 | -4,132股-2.82% | 减仓 |
| IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARYBSTP |
| 0.53% | 0.6% | $310.4万 | 7.9万股 | $309.9万 | 8.6万股 | -7,155股-8.31% | 减仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.52% | 0.67% | $303.6万 | 5.9万股 | $345.5万 | 5.9万股 | +943股+1.61% | 加仓 |
 强生JNJ |
| 0.51% | 0.56% | $299.3万 | 1.2万股 | $287.7万 | 1.2万股 | +18股+0.15% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.49% | 0.49% | $282.7万 | 3,786股 | $250.2万 | 3,848股 | -62股-1.61% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.47% | 0.47% | $273.9万 | 3,894股 | $240.2万 | 3,894股 | 00.00% | 持仓不变 |
| AADVISORS INNER CIRCLE FD III STRATEGAS MACROSAMT |
| 0.45% | 0.39% | $261.9万 | 5.5万股 | $201.4万 | 5.1万股 | +3,598股+7.02% | 加仓 |
| S嘉信策略信托SCHF |
| 0.45% | 0.46% | $259.5万 | 9.4万股 | $234.5万 | 9.5万股 | -1,085股-1.15% | 减仓 |
| IiShares安硕·COREIJR |
| 0.45% | 0.37% | $259.3万 | 1.7万股 | $189.5万 | 1.5万股 | +2,239股+14.68% | 加仓 |
 谷歌AGOOGL |
| 0.45% | 0.44% | $259.2万 | 7,252股 | $227.0万 | 7,892股 | -640股-8.11% | 减仓 |
| F第一信托交易所交易基金FYC |
| 0.42% | 0.37% | $246.7万 | 1.9万股 | $189.6万 | 1.7万股 | +1,395股+8.15% | 加仓 |
 LOWES COS COMLOW |
| 0.38% | 0.47% | $218.1万 | 9,894股 | $243.2万 | 1.0万股 | -399股-3.88% | 减仓 |
 艾伯维ABBV |
| 0.37% | 0.36% | $214.4万 | 8,520股 | $186.2万 | 8,560股 | -40股-0.47% | 减仓 |
| S嘉信策略信托SCHM |
| 0.36% | 0.35% | $210.5万 | 5.7万股 | $182.2万 | 5.9万股 | -1,761股-2.99% | 减仓 |
| F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP |
| 0.36% | 0.41% | $207.5万 | 4.8万股 | $209.8万 | 4.8万股 | -357股-0.74% | 减仓 |
| F第一信托交易所交易基金FPX |
| 0.36% | 0.33% | $206.8万 | 1.1万股 | $168.5万 | 1.0万股 | +486股+4.72% | 加仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 0.35% | 0.24% | $202.1万 | 3.4万股 | $124.4万 | 2.1万股 | +1.3万股+62.60% | 加仓 |
| J摩根大通交易所交易基金JGRO |
| 0.34% | 0.35% | $198.8万 | 2.0万股 | $182.5万 | 2.2万股 | -1,433股-6.64% | 减仓 |
 EMCOREME |
| 0.34% | 0.34% | $198.3万 | 2,390股 | $177.5万 | 2,404股 | -14股-0.58% | 减仓 |
| I景顺QQQ信托VOO |
| 0.33% | 0.29% | $193.9万 | 2,633股 | $152.0万 | 2,633股 | 00.00% | 持仓不变 |
