| G通用动力VTI |
| 17.89% | 17.21% | $1.55亿 | 41.8万股 | $1.33亿 | 41.4万股 | +3,552股+0.86% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 5.28% | 5.65% | $4,565.2万 | 99.1万股 | $4,360.1万 | 94.6万股 | +4.5万股+4.75% | 加仓 |
| IiShares安硕信托IQLT |
| 5.2% | 5.79% | $4,492.3万 | 90.7万股 | $4,472.9万 | 96.8万股 | -6.1万股-6.30% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 4.95% | 4.3% | $4,274.7万 | 14.1万股 | $3,323.6万 | 14.0万股 | +1,220股+0.87% | 加仓 |
| B博思艾伦BAH |
| 4.9% | 7.29% | $4,235.5万 | 69.8万股 | $5,627.8万 | 72.1万股 | -2.3万股-3.20% | 减仓 |
| V先锋领航·FTSEVEA |
| 4.84% | 4.75% | $4,179.6万 | 58.7万股 | $3,670.9万 | 57.3万股 | +1.4万股+2.40% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.95% | 4.41% | $3,415.5万 | 6.8万股 | $3,404.3万 | 7.1万股 | -2,786股-3.92% | 减仓 |
| IiShares安硕信托DGRO |
| 3.71% | 3.91% | $3,201.9万 | 42.2万股 | $3,020.3万 | 43.0万股 | -7,893股-1.83% | 减仓 |
| V先锋领航·MALVERN FDSVCRB |
| 2.75% | 2.45% | $2,378.5万 | 30.8万股 | $1,893.0万 | 24.5万股 | +6.3万股+25.88% | 加仓 |
| I景顺QQQ信托VOO |
| 2.75% | 2.44% | $2,373.8万 | 3.2万股 | $1,887.3万 | 3.3万股 | -463股-1.42% | 减仓 |
| IiShares安硕信托MTUM |
| 2.51% | 1.86% | $2,166.5万 | 6.3万股 | $1,433.1万 | 6.0万股 | +3,481股+5.83% | 加仓 |
 联合健康UNH |
| 2.35% | 1.69% | $2,031.8万 | 4.9万股 | $1,307.3万 | 4.8万股 | +569股+1.18% | 加仓 |
| I景顺·S&PIDMO |
| 2.25% | 2.01% | $1,940.9万 | 32.2万股 | $1,555.7万 | 28.4万股 | +3.8万股+13.48% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.97% | 1.82% | $1,702.0万 | 16.5万股 | $1,401.5万 | 14.0万股 | +2.5万股+17.68% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 1.93% | 1.97% | $1,663.8万 | 23.0万股 | $1,522.0万 | 24.8万股 | -1.8万股-7.26% | 减仓 |
| IiShares安硕信托GARP |
| 1.79% | 1.32% | $1,548.4万 | 18.8万股 | $1,016.8万 | 15.9万股 | +2.9万股+18.01% | 加仓 |
 英伟达NVDA |
| 1.55% | 1.48% | $1,338.1万 | 6.7万股 | $1,144.9万 | 6.6万股 | +1,224股+1.86% | 加仓 |
 苹果AAPL |
| 1.53% | 1.42% | $1,320.1万 | 4.6万股 | $1,099.5万 | 4.3万股 | +2,300股+5.31% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.24% | 0.97% | $1,073.2万 | 11.1万股 | $748.4万 | 9.3万股 | +1.8万股+19.75% | 加仓 |
 微软MSFT |
| 1.11% | 1.23% | $958.6万 | 2.6万股 | $946.5万 | 2.6万股 | +130股+0.51% | 加仓 |
| V先锋领航指数基金VOO |
| 0.99% | 0.99% | $852.2万 | 1.2万股 | $763.1万 | 1.3万股 | -362股-2.83% | 减仓 |
| TTTM TECHNOLOGIESTTMI |
| 0.86% | 0.53% | $745.5万 | 4.0万股 | $407.7万 | 4.2万股 | -1,994股-4.76% | 减仓 |
| V先锋领航市政债券基金VCRM |
| 0.68% | 0.49% | $588.2万 | 7.7万股 | $375.4万 | 5.0万股 | +2.7万股+54.13% | 加仓 |
 亚马逊AMZN |
| 0.64% | 0.6% | $550.9万 | 2.3万股 | $461.6万 | 2.2万股 | +950股+4.29% | 加仓 |
 谷歌AGOOGL |
| 0.62% | 0.55% | $536.7万 | 1.5万股 | $425.1万 | 1.5万股 | +234股+1.58% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.57% | 0.51% | $491.9万 | 1.4万股 | $394.0万 | 1.4万股 | +187股+1.36% | 加仓 |
 博通AVGO |
| 0.45% | 0.43% | $391.7万 | 1.0万股 | $329.6万 | 1.1万股 | -281股-2.64% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.41% | 0.43% | $350.0万 | 1.5万股 | $331.6万 | 1.5万股 | -629股-4.08% | 减仓 |
 洛克希德马丁LMT |
| 0.39% | 0.52% | $339.4万 | 6,662股 | $401.9万 | 6,651股 | +11股+0.17% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.38% | 0.39% | $331.9万 | 5.6万股 | $302.5万 | 5.6万股 | -364股-0.65% | 减仓 |
 特斯拉TSLA |
| 0.38% | 0.37% | $327.5万 | 7,787股 | $284.9万 | 7,664股 | +123股+1.60% | 加仓 |
 万豪MAR |
| 0.35% | 0.35% | $303.3万 | 8,183股 | $270.9万 | 8,284股 | -101股-1.22% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.31% | 0.31% | $267.3万 | 4.3万股 | $240.8万 | 4.3万股 | +125股+0.29% | 加仓 |
 美光科技MU |
| 0.3% | 0.11% | $255.0万 | 2,209股 | $83.7万 | 2,476股 | -267股-10.78% | 减仓 |
 强生JNJ |
| 0.29% | 0.31% | $247.6万 | 9,747股 | $242.0万 | 9,900股 | -153股-1.55% | 减仓 |
 礼来LLY |
| 0.28% | 0.26% | $245.8万 | 2,049股 | $204.2万 | 2,220股 | -171股-7.70% | 减仓 |
| SSPDR黄金信托GLD |
| 0.28% | 0.44% | $243.7万 | 6,616股 | $343.5万 | 7,983股 | -1,367股-17.12% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.28% | 0.27% | $242.5万 | 8.4万股 | $210.2万 | 8.4万股 | +8股+0.01% | 加仓 |
 天弘CLS |
| 0.28% | 0.26% | $240.6万 | 6,594股 | $201.1万 | 7,140股 | -546股-7.65% | 减仓 |
 Meta平台META |
| 0.27% | 0.31% | $233.4万 | 4,144股 | $239.0万 | 4,178股 | -34股-0.81% | 减仓 |
 VisaV |
| 0.26% | 0.23% | $221.9万 | 6,468股 | $180.0万 | 5,954股 | +514股+8.63% | 加仓 |
 摩根大通JPM |
| 0.24% | 0.24% | $206.3万 | 6,303股 | $184.8万 | 6,283股 | +20股+0.32% | 加仓 |
| IiShares安硕信托ITOT |
| 0.24% | 0.21% | $206.2万 | 1.3万股 | $162.2万 | 1.1万股 | +1,168股+10.26% | 加仓 |
 波音BA |
| 0.23% | 0.28% | $198.2万 | 9,156股 | $216.4万 | 1.1万股 | -1,719股-15.81% | 减仓 |
 沃尔玛WMT |
| 0.22% | 0.27% | $188.4万 | 1.7万股 | $208.6万 | 1.7万股 | -145股-0.86% | 减仓 |
 希捷STX |
| 0.21% | 0.09% | $177.9万 | 1,844股 | $72.9万 | 1,861股 | -17股-0.91% | 减仓 |
| TTETRA TECH NEWTTEK |
| 0.21% | 0.25% | $177.6万 | 6.1万股 | $196.9万 | 6.5万股 | -3,884股-5.94% | 减仓 |
 埃克森美孚XOM |
| 0.2% | 0.29% | $170.3万 | 1.2万股 | $221.3万 | 1.3万股 | -587股-4.50% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.19% | 0.19% | $168.4万 | 9,311股 | $149.2万 | 9,025股 | +286股+3.17% | 加仓 |
 AVANTIS INTLNGG |
| 0.18% | 0.06% | $157.9万 | 1.8万股 | $45.0万 | 5,304股 | +1.2万股+233.79% | 加仓 |
