| V先锋领航斯科茨代尔基金VONG |
| 21.11% | 23.03% | $6,787.6万 | 53.1万股 | $5,791.2万 | 52.8万股 | +3,114股+0.59% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 20.33% | 22.96% | $6,536.8万 | 61.5万股 | $5,772.2万 | 61.6万股 | -883股-0.14% | 减仓 |
| SSPDR标普500 ETFSPY |
| 13.74% | 15.21% | $4,417.7万 | 5.9万股 | $3,824.8万 | 5.9万股 | +346股+0.59% | 加仓 |
| RRBB FDUTWO |
| 11.04% | — | $3,550.2万 | 74.0万股 | $0 | 0股 | +74.0万股 | 新买入 |
| S嘉信策略信托SCHR |
| 10.72% | 13.84% | $3,445.0万 | 139.7万股 | $3,480.3万 | 139.7万股 | -119股-0.01% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 6.6% | 7.58% | $2,121.0万 | 9.0万股 | $1,906.9万 | 8.9万股 | +969股+1.09% | 加仓 |
| V先锋领航指数基金VOT |
| 2.92% | 3.12% | $937.4万 | 3.1万股 | $785.3万 | 3.1万股 | +94股+0.31% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 2.26% | 2.59% | $727.7万 | 2.1万股 | $651.3万 | 2.2万股 | -582股-2.64% | 减仓 |
| F第一信托·EXCHANGE-TRADED ALPFYX |
| 1.87% | 2.02% | $600.1万 | 4.2万股 | $507.0万 | 4.2万股 | -894股-2.10% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 1.45% | 1.72% | $465.1万 | 6.1万股 | $433.4万 | 6.3万股 | -2,188股-3.46% | 减仓 |
| IiShares安硕信托IWS |
| 1.12% | 1.28% | $361.1万 | 2.2万股 | $321.4万 | 2.2万股 | -115股-0.52% | 减仓 |
| NNYLI MACKAY MUNI INTERMEDIATE ETFMMIT |
| 0.79% | 0.93% | $252.9万 | 10.4万股 | $232.8万 | 9.7万股 | +7,265股+7.52% | 加仓 |
 OSHKOSHOSK |
| 0.63% | — | $202.6万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.5% | 0.52% | $160.4万 | 4,541股 | $131.7万 | 4,591股 | -50股-1.09% | 减仓 |
 亚马逊AMZN |
| 0.5% | 0.56% | $160.2万 | 6,721股 | $140.0万 | 6,721股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.49% | 0.56% | $157.2万 | 3,009股 | $140.3万 | 3,029股 | -20股-0.66% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.49% | 0.57% | $156.1万 | 1.4万股 | $143.6万 | 1.5万股 | -623股-4.22% | 减仓 |
 苹果AAPL |
| 0.36% | 0.42% | $117.0万 | 4,042股 | $104.9万 | 4,134股 | -92股-2.23% | 减仓 |
 应用材料AMAT |
| 0.35% | 0.21% | $114.0万 | 1,577股 | $53.9万 | 1,577股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.33% | 0.34% | $106.1万 | 2,968股 | $85.3万 | 2,968股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.33% | 0.29% | $105.2万 | 2,856股 | $72.9万 | 1,695股 | +1,161股+68.50% | 加仓 |
 英伟达NVDA |
| 0.31% | 0.34% | $99.6万 | 4,978股 | $86.2万 | 4,943股 | +35股+0.71% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.23% | 0.24% | $72.6万 | 2,949股 | $61.4万 | 2,949股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.21% | 0.26% | $69.0万 | 1,379股 | $66.1万 | 1,379股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.19% | 0.29% | $61.4万 | 1,206股 | $73.6万 | 1,217股 | -11股-0.90% | 减仓 |
 特斯拉TSLA |
| 0.19% | 0.22% | $61.2万 | 1,456股 | $54.1万 | 1,456股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.14% | 0.18% | $45.1万 | 801股 | $45.8万 | 801股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.12% | 0.16% | $38.6万 | 1,036股 | $40.8万 | 1,101股 | -65股-5.90% | 减仓 |
 威瑞森VZ |
| 0.09% | 0.14% | $28.6万 | 6,744股 | $34.4万 | 6,844股 | -100股-1.46% | 减仓 |
| V先锋领航指数基金VOO |
| 0.08% | — | $27.2万 | 396股 | $0 | 0股 | +396股 | 新买入 |
| V先锋领航国际股票指数基金VT |
| 0.08% | 0.09% | $27.0万 | 1,720股 | $23.8万 | 1,720股 | 00.00% | 持仓不变 |
| AAB ACTIVE ETFSTAFI |
| 0.08% | 0.1% | $24.8万 | 9,827股 | $24.7万 | 9,827股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.08% | — | $24.7万 | 2,106股 | $0 | 0股 | +2,106股 | 新买入 |
| G通用动力VTI |
| 0.07% | — | $22.5万 | 608股 | $0 | 0股 | +608股 | 新买入 |
 联邦快递FDX |
| 0.07% | 0.1% | $22.3万 | 713股 | $25.4万 | 713股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.07% | 0.1% | $21.8万 | 806股 | $26.4万 | 848股 | -42股-4.95% | 减仓 |
 摩根大通JPM |
| 0.06% | — | $20.4万 | 624股 | $0 | 0股 | +624股 | 新买入 |
