| V先锋领航指数基金VUG |
| 6.62% | 7.06% | $3,047.8万 | 35.4万股 | $2,879.9万 | 6.6万股 | +28.8万股+436.63% | 加仓 |
| V先锋领航白厅基金VYM |
| 6.43% | 7.63% | $2,957.9万 | 18.7万股 | $3,112.3万 | 21.0万股 | -2.3万股-10.93% | 减仓 |
| IiShares安硕信托IVV |
| 6.13% | 5.71% | $2,818.2万 | 3.8万股 | $2,328.9万 | 3.6万股 | +1,980股+5.55% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 5.71% | 6.39% | $2,628.9万 | 57.8万股 | $2,605.6万 | 57.1万股 | +6,751股+1.18% | 加仓 |
| V先锋领航指数基金VB |
| 5.68% | 5.11% | $2,614.1万 | 8.6万股 | $2,083.9万 | 8.0万股 | +6,677股+8.39% | 加仓 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 4.92% | 4.37% | $2,265.3万 | 65.4万股 | $1,781.1万 | 60.4万股 | +5.0万股+8.34% | 加仓 |
| V先锋领航指数基金VOO |
| 3.55% | 3.5% | $1,635.5万 | 2.4万股 | $1,428.9万 | 2.4万股 | -100股-0.42% | 减仓 |
 苹果AAPL |
| 3.37% | 3.39% | $1,549.0万 | 5.4万股 | $1,381.1万 | 5.4万股 | -890股-1.64% | 减仓 |
| V先锋领航全球基金VCEB |
| 2.44% | 2.73% | $1,120.7万 | 17.9万股 | $1,113.7万 | 17.7万股 | +1,313股+0.74% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.11% | 2.19% | $970.9万 | 4.6万股 | $893.2万 | 4.7万股 | -906股-1.95% | 减仓 |
| NNUSHARES ETF TRNULG |
| 2.04% | 1.73% | $937.3万 | 8.0万股 | $706.0万 | 7.8万股 | +2,432股+3.13% | 加仓 |
 英伟达NVDA |
| 1.99% | 2.05% | $917.1万 | 4.6万股 | $836.1万 | 4.8万股 | -2,111股-4.40% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.96% | 1.97% | $901.5万 | 16.0万股 | $801.9万 | 14.1万股 | +1.8万股+12.82% | 加仓 |
 亚马逊AMZN |
| 1.85% | 1.87% | $849.5万 | 3.6万股 | $762.0万 | 3.7万股 | -947股-2.59% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.72% | 1.61% | $792.9万 | 2.2万股 | $658.2万 | 2.3万股 | -502股-2.19% | 减仓 |
 博通AVGO |
| 1.7% | 1.6% | $783.2万 | 2.1万股 | $652.8万 | 2.1万股 | -359股-1.70% | 减仓 |
 特斯拉TSLA |
| 1.66% | 1.67% | $762.8万 | 1.8万股 | $682.4万 | 1.8万股 | -219股-1.19% | 减仓 |
 微软MSFT |
| 1.64% | 1.7% | $754.4万 | 2.0万股 | $695.3万 | 1.9万股 | +1,442股+7.68% | 加仓 |
 谷歌AGOOGL |
| 1.57% | 1.45% | $720.3万 | 2.0万股 | $589.8万 | 2.1万股 | -353股-1.72% | 减仓 |
| I景顺QQQ信托VOO |
| 1.53% | 1.38% | $705.3万 | 9,578股 | $561.0万 | 9,720股 | -142股-1.46% | 减仓 |
| NNUVEEN ESGNUSC |
| 1.53% | 1.48% | $704.5万 | 13.5万股 | $605.3万 | 13.4万股 | +839股+0.62% | 加仓 |
 摩根大通JPM |
| 1.35% | 1.34% | $622.4万 | 1.9万股 | $547.4万 | 1.9万股 | +406股+2.18% | 加仓 |
| WWORLD GOLD TRGLD |
| 1.34% | 1.56% | $614.3万 | 7.7万股 | $635.5万 | 6.9万股 | +8,787股+12.82% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 1.29% | 1.18% | $594.7万 | 8.8万股 | $481.3万 | 7.5万股 | +1.3万股+16.85% | 加仓 |
| V先锋领航全球基金VSGX |
| 1.25% | 1.11% | $573.8万 | 7.0万股 | $450.7万 | 6.3万股 | +6,855股+10.91% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.15% | 1.17% | $528.3万 | 10.5万股 | $478.6万 | 10.5万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 1.1% | 1.11% | $505.9万 | 1.4万股 | $450.9万 | 1.4万股 | +633股+4.62% | 加仓 |
 AMD超威AMD |
| 0.98% | 0.42% | $451.7万 | 7,776股 | $173.1万 | 8,511股 | -735股-8.64% | 减仓 |
 礼来LLY |
| 0.95% | 0.77% | $437.1万 | 3,644股 | $312.7万 | 3,400股 | +244股+7.18% | 加仓 |
| AAPPLOVINAPP |
| 0.9% | 0.79% | $412.2万 | 8,000股 | $321.1万 | 8,067股 | -67股-0.83% | 减仓 |
 好市多COST |
| 0.89% | 1.04% | $408.0万 | 4,362股 | $422.3万 | 4,238股 | +124股+2.93% | 加仓 |
 雷神技术RTX |
| 0.86% | 0.99% | $396.7万 | 2.1万股 | $404.9万 | 2.1万股 | -81股-0.39% | 减仓 |
 艾伯维ABBV |
| 0.83% | 0.78% | $381.2万 | 1.5万股 | $319.7万 | 1.5万股 | +450股+3.06% | 加仓 |
| PPROSHARES ULTRAPRO QQQTQQQ |
| 0.72% | 0.46% | $330.1万 | 4.1万股 | $187.8万 | 4.5万股 | -4,315股-9.58% | 减仓 |
 VisaV |
| 0.69% | 0.69% | $319.7万 | 9,317股 | $281.7万 | 9,320股 | -3股-0.03% | 减仓 |
 联合健康UNH |
| 0.68% | 0.51% | $313.8万 | 7,550股 | $210.0万 | 7,760股 | -210股-2.71% | 减仓 |
 联合太平洋铁路UNP |
| 0.66% | 0.66% | $303.9万 | 1.1万股 | $269.0万 | 1.1万股 | +86股+0.78% | 加仓 |
 雪佛龙CVX |
| 0.66% | 0.87% | $301.7万 | 1.8万股 | $353.7万 | 1.7万股 | +1,109股+6.49% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.65% | 0.7% | $299.5万 | 4股 | $287.3万 | 4股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.65% | 0.79% | $298.8万 | 2.6万股 | $322.7万 | 2.6万股 | +420股+1.62% | 加仓 |
 Meta平台META |
| 0.64% | 0.75% | $294.8万 | 5,233股 | $305.0万 | 5,331股 | -98股-1.84% | 减仓 |
 AMGEN COMAMGN |
| 0.59% | 0.64% | $270.7万 | 7,475股 | $259.7万 | 7,382股 | +93股+1.26% | 加仓 |
| CCAPITAL GRP SHRT DURATION INC ETFCGSD |
| 0.57% | 0.62% | $263.9万 | 10.3万股 | $253.8万 | 9.8万股 | +4,138股+4.20% | 加仓 |
 林德LIN |
| 0.56% | 0.61% | $258.6万 | 4,984股 | $249.4万 | 5,030股 | -46股-0.91% | 减仓 |
| PProShares信托UPRO |
| 0.55% | 0.43% | $254.2万 | 1.8万股 | $177.3万 | 1.8万股 | -354股-1.94% | 减仓 |
| V先锋领航·MIDVO |
| 0.55% | 0.57% | $252.4万 | 3.1万股 | $231.8万 | 8,073股 | +2.3万股+288.02% | 加仓 |
| IiShares安硕信托CMF |
| 0.55% | 0.68% | $250.9万 | 4.4万股 | $278.9万 | 4.9万股 | -5,507股-11.23% | 减仓 |
 万事达MA |
| 0.5% | 0.55% | $232.2万 | 4,522股 | $226.1万 | 4,526股 | -4股-0.09% | 减仓 |
 NETFLIXNFLX |
| 0.41% | 0.62% | $189.9万 | 2.7万股 | $254.4万 | 2.6万股 | +132股+0.50% | 加仓 |
| PPUTNAM ETF TRUSTFTCA |
| 0.41% | — | $189.4万 | 25.5万股 | $0 | 0股 | +25.5万股 | 新买入 |
