| V先锋领航指数基金VOO |
| 13.33% | 13.16% | $9,900.7万 | 14.4万股 | $8,634.6万 | 14.5万股 | -345股-0.24% | 减仓 |
| B贝莱德ETF信托DYNF |
| 6.66% | 6.47% | $4,948.7万 | 72.8万股 | $4,241.5万 | 72.9万股 | -1,385股-0.19% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 5.2% | 5.13% | $3,859.5万 | 17.6万股 | $3,362.2万 | 17.5万股 | +601股+0.34% | 加仓 |
| IiShares安硕信托IEFA |
| 4.89% | 5.23% | $3,630.0万 | 37.6万股 | $3,432.9万 | 37.9万股 | -3,342股-0.88% | 减仓 |
 苹果AAPL |
| 4.68% | 4.62% | $3,476.8万 | 12.0万股 | $3,032.7万 | 11.9万股 | +658股+0.55% | 加仓 |
 联合包裹UPSUPS |
| 4.5% | 4.66% | $3,341.5万 | 31.1万股 | $3,059.7万 | 31.1万股 | -173股-0.06% | 减仓 |
| IiShares安硕信托MTUM |
| 2.8% | 2.23% | $2,077.0万 | 6.1万股 | $1,460.7万 | 6.1万股 | -282股-0.46% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 2.26% | 2.48% | $1,681.4万 | 33.2万股 | $1,628.0万 | 32.6万股 | +6,275股+1.93% | 加仓 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 2.18% | 2.12% | $1,616.6万 | 35.3万股 | $1,392.5万 | 35.3万股 | +652股+0.18% | 加仓 |
 微软MSFT |
| 2.06% | 2.37% | $1,529.3万 | 4.1万股 | $1,552.2万 | 4.2万股 | -933股-2.23% | 减仓 |
 亚马逊AMZN |
| 1.9% | 1.87% | $1,414.5万 | 5.9万股 | $1,227.6万 | 5.9万股 | +407股+0.69% | 加仓 |
| IiShares安硕·COREIJR |
| 1.73% | 1.67% | $1,283.1万 | 8.7万股 | $1,096.5万 | 8.8万股 | -1,689股-1.91% | 减仓 |
| V先锋领航·MALVERN FDSVCRB |
| 1.72% | 1.96% | $1,280.7万 | 16.6万股 | $1,283.5万 | 16.6万股 | -46股-0.03% | 减仓 |
| IiShares安硕信托VLUE |
| 1.7% | 1.37% | $1,263.8万 | 6.3万股 | $899.8万 | 6.3万股 | -31股-0.05% | 减仓 |
| NNYLI MACKAY MUNI INTERMEDIATE ETFMMIT |
| 1.66% | 1.83% | $1,230.9万 | 50.6万股 | $1,202.6万 | 49.9万股 | +6,605股+1.32% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 1.47% | 1.86% | $1,091.8万 | 21.9万股 | $1,216.9万 | 24.4万股 | -2.5万股-10.27% | 减仓 |
| DDARLING INGREDIENTSDAR |
| 1.46% | 1.82% | $1,083.4万 | 19.8万股 | $1,196.6万 | 19.3万股 | +4,888股+2.53% | 加仓 |
| G通用动力VTI |
| 1.31% | 1.29% | $975.5万 | 2.6万股 | $846.1万 | 2.6万股 | -11股-0.04% | 减仓 |
 谷歌AGOOGL |
| 1.31% | 1.15% | $975.2万 | 2.7万股 | $753.9万 | 2.6万股 | +1,071股+4.09% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.29% | 1.17% | $959.1万 | 2.7万股 | $765.7万 | 2.7万股 | +453股+1.70% | 加仓 |
 VisaV |
| 1.29% | 1.29% | $955.8万 | 2.8万股 | $849.3万 | 2.8万股 | -241股-0.86% | 减仓 |
 英伟达NVDA |
| 1.16% | 1.05% | $864.6万 | 4.3万股 | $688.6万 | 3.9万股 | +3,725股+9.43% | 加仓 |
 家得宝HD |
| 1.16% | 1.23% | $859.9万 | 2.4万股 | $809.3万 | 2.5万股 | -223股-0.91% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.09% | 1.24% | $811.4万 | 14.4万股 | $814.2万 | 14.4万股 | +16股+0.01% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 1.02% | 1.06% | $758.6万 | 5.3万股 | $696.8万 | 5.6万股 | -2,219股-3.99% | 减仓 |
| IiShares安硕信托IXUS |
| 0.99% | 1.06% | $737.4万 | 7.7万股 | $692.3万 | 8.0万股 | -2,635股-3.30% | 减仓 |
 万事达MA |
| 0.88% | 0.96% | $652.5万 | 1.3万股 | $629.8万 | 1.3万股 | +100股+0.79% | 加仓 |
 沃尔玛WMT |
| 0.87% | 1.08% | $649.1万 | 5.7万股 | $710.1万 | 5.7万股 | +173股+0.30% | 加仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 0.8% | 0.89% | $594.5万 | 13.0万股 | $581.0万 | 13.5万股 | -4,629股-3.44% | 减仓 |
 WASTE MGMT DELWM |
| 0.78% | 0.92% | $582.3万 | 2.6万股 | $600.6万 | 2.6万股 | -11股-0.04% | 减仓 |
| IiShares安硕信托IEI |
| 0.73% | 0.88% | $545.2万 | 4.6万股 | $577.3万 | 4.9万股 | -2,259股-4.64% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.7% | 0.41% | $522.3万 | 9.0万股 | $271.3万 | 4.6万股 | +4.3万股+93.61% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.7% | 0.81% | $521.1万 | 11.5万股 | $528.7万 | 11.6万股 | -1,354股-1.17% | 减仓 |
 博通AVGO |
| 0.63% | 0.55% | $467.6万 | 1.2万股 | $360.8万 | 1.2万股 | +724股+6.21% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.6% | 0.68% | $448.1万 | 8.8万股 | $449.1万 | 8.8万股 | -229股-0.26% | 减仓 |
 CSX铁路CSX |
| 0.6% | 0.59% | $447.0万 | 9.4万股 | $385.9万 | 9.4万股 | +30股+0.03% | 加仓 |
 Meta平台META |
| 0.59% | 0.69% | $437.0万 | 7,758股 | $450.3万 | 7,870股 | -112股-1.42% | 减仓 |
| V先锋领航·CORE PLUS BOND ETFVPLS |
| 0.57% | 0.65% | $425.1万 | 5.5万股 | $427.2万 | 5.5万股 | -256股-0.46% | 减仓 |
| H哈特福德·FDS EXCHANGE TRADEDHTRB |
| 0.56% | 0.64% | $418.2万 | 12.4万股 | $419.6万 | 12.4万股 | -380股-0.31% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.55% | 0.58% | $409.5万 | 6.9万股 | $377.9万 | 7.0万股 | -1,321股-1.89% | 减仓 |
 埃克森美孚XOM |
| 0.48% | 0.67% | $357.4万 | 2.6万股 | $442.6万 | 2.6万股 | +54股+0.21% | 加仓 |
| F第一信托交易所交易基金VIFIXD |
| 0.44% | 0.49% | $328.8万 | 7.5万股 | $321.3万 | 7.4万股 | +1,688股+2.29% | 加仓 |
| AAPPLOVINAPP |
| 0.42% | 0.37% | $310.8万 | 6,033股 | $240.0万 | 6,029股 | +4股+0.07% | 加仓 |
 思科CSCO |
| 0.42% | 0.31% | $310.4万 | 2.6万股 | $205.7万 | 2.7万股 | -90股-0.34% | 减仓 |
 特斯拉TSLA |
| 0.41% | 0.36% | $303.5万 | 7,216股 | $238.8万 | 6,422股 | +794股+12.36% | 加仓 |
 美光科技MU |
| 0.41% | 0.12% | $302.2万 | 2,618股 | $78.2万 | 2,315股 | +303股+13.09% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.4% | 0.44% | $299.5万 | 4股 | $287.3万 | 4股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.36% | 0.39% | $267.7万 | 1.1万股 | $254.2万 | 1.0万股 | +141股+1.36% | 加仓 |
 贝莱德·INC COMBLK |
| 0.35% | 0.4% | $261.9万 | 2,724股 | $262.2万 | 2,726股 | -2股-0.07% | 减仓 |
 摩根大通JPM |
| 0.33% | 0.34% | $247.4万 | 7,557股 | $220.3万 | 7,488股 | +69股+0.92% | 加仓 |
