| V先锋领航指数基金VOO |
| 10.06% | 10.13% | $3,054.7万 | 4.4万股 | $2,664.5万 | 4.4万股 | +297股+0.68% | 加仓 |
| JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE |
| 8.76% | 8.72% | $2,660.0万 | 34.8万股 | $2,294.3万 | 33.8万股 | +9,681股+2.86% | 加仓 |
| IiShares安硕信托DGRO |
| 8.11% | 8.6% | $2,462.9万 | 31.7万股 | $2,264.0万 | 32.1万股 | -3,490股-1.09% | 减仓 |
| IiShares安硕信托IVLU |
| 5.13% | 5.42% | $1,558.1万 | 36.8万股 | $1,426.0万 | 35.5万股 | +1.3万股+3.79% | 加仓 |
 CrowdStrikeCRWD |
| 4.66% | 0.87% | $1,414.9万 | 1.9万股 | $230.0万 | 5,434股 | +1.3万股+241.26% | 加仓 |
| IiShares安硕信托IWY |
| 4.12% | 3.99% | $1,252.0万 | 4.3万股 | $1,049.0万 | 4.2万股 | +1,636股+3.93% | 加仓 |
| LLAZARD INTERNATIONAL DYNAMIC EQUITY ETFIDEQ |
| 3.65% | 2.99% | $1,107.0万 | 31.9万股 | $786.8万 | 24.6万股 | +7.4万股+29.94% | 加仓 |
 苹果AAPL |
| 3.38% | 3.57% | $1,026.4万 | 3.1万股 | $939.8万 | 3.7万股 | -5,734股-15.47% | 减仓 |
| IiShares安硕信托IVV |
| 2.9% | 2.95% | $880.5万 | 1.2万股 | $777.2万 | 1.2万股 | -123股-1.05% | 减仓 |
 AMD超威AMD |
| 1.98% | 0.98% | $600.3万 | 1.1万股 | $257.5万 | 1.2万股 | -280股-2.41% | 减仓 |
 VIRGINIA NATL BK CHRLOTSVLE VA COMVABK |
| 1.91% | 2.02% | $580.9万 | 12.7万股 | $531.8万 | 13.8万股 | -1.0万股-7.63% | 减仓 |
 谷歌AGOOGL |
| 1.82% | 1.79% | $553.5万 | 1.5万股 | $472.2万 | 1.5万股 | -535股-3.46% | 减仓 |
 微软MSFT |
| 1.8% | 2% | $545.0万 | 1.4万股 | $527.2万 | 1.4万股 | -386股-2.73% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.78% | 2.15% | $540.6万 | 10.7万股 | $565.2万 | 11.2万股 | -4,873股-4.35% | 减仓 |
 英伟达NVDA |
| 1.67% | 1.66% | $507.8万 | 2.4万股 | $437.6万 | 2.5万股 | -672股-2.74% | 减仓 |
 亚马逊AMZN |
| 1.62% | 1.61% | $493.0万 | 1.9万股 | $422.5万 | 2.0万股 | -424股-2.15% | 减仓 |
 埃克森美孚XOM |
| 1.56% | 2.05% | $474.2万 | 3.3万股 | $540.5万 | 3.3万股 | -158股-0.48% | 减仓 |
| V先锋领航债券指数基金BIV |
| 1.38% | 1.56% | $420.1万 | 5.5万股 | $410.7万 | 5.3万股 | +1,892股+3.55% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.17% | 1.1% | $354.0万 | 9,561股 | $290.3万 | 9,551股 | +10股+0.10% | 加仓 |
| WWisdomTree信托DLN |
| 1.16% | 1.27% | $353.2万 | 3.6万股 | $334.4万 | 3.7万股 | -1,163股-3.13% | 减仓 |
 VisaV |
| 1.16% | 1.17% | $352.0万 | 9,910股 | $307.5万 | 1.0万股 | -254股-2.50% | 减仓 |
 摩根大通JPM |
| 1.15% | 1.07% | $347.9万 | 1.0万股 | $281.2万 | 9,455股 | +574股+6.07% | 加仓 |
| WWisdomTree信托DGRW |
| 1.11% | 1.22% | $337.7万 | 3.5万股 | $320.8万 | 3.6万股 | -1,386股-3.82% | 减仓 |
| IiShares安硕信托IWV |
| 1.02% | 1.04% | $309.6万 | 7,209股 | $274.2万 | 7,302股 | -93股-1.27% | 减仓 |
 博通AVGO |
| 0.99% | 0.96% | $299.1万 | 7,586股 | $253.0万 | 7,576股 | +10股+0.13% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.92% | 0.96% | $280.8万 | 2.6万股 | $252.8万 | 2.6万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.84% | 1.1% | $254.3万 | 1.4万股 | $289.5万 | 1.4万股 | -357股-2.49% | 减仓 |
 台积电TSM |
| 0.8% | 0.76% | $244.3万 | 5,824股 | $201.1万 | 5,824股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.69% | 0.87% | $208.6万 | 2.3万股 | $227.9万 | 2.4万股 | -920股-3.78% | 减仓 |
 VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF |
| 0.65% | 0.72% | $196.4万 | 11.0万股 | $189.6万 | 10.8万股 | +2,929股+2.72% | 加仓 |
 宝洁PG |
| 0.64% | 0.72% | $194.3万 | 1.3万股 | $190.2万 | 1.3万股 | -342股-2.54% | 减仓 |
 特斯拉TSLA |
| 0.59% | 0.59% | $180.0万 | 4,563股 | $156.0万 | 4,500股 | +63股+1.40% | 加仓 |
 杜克能源DUK |
| 0.57% | 0.71% | $172.6万 | 1.4万股 | $186.1万 | 1.4万股 | -234股-1.66% | 减仓 |
 默沙东MRK |
| 0.56% | 0.64% | $168.8万 | 1.4万股 | $168.4万 | 1.4万股 | -464股-3.29% | 减仓 |
 L3哈里斯LHX |
| 0.55% | 0.79% | $166.5万 | 5,804股 | $208.5万 | 5,891股 | -87股-1.48% | 减仓 |
 RITHM CAPITAL CORP REITRITM |
| 0.54% | 0.35% | $165.2万 | 17.9万股 | $91.2万 | 9.6万股 | +8.3万股+86.39% | 加仓 |
 美国合众银行USB |
| 0.54% | 0.53% | $165.0万 | 2.6万股 | $139.4万 | 2.6万股 | +219股+0.84% | 加仓 |
 强生JNJ |
| 0.54% | 0.61% | $163.8万 | 6,632股 | $160.0万 | 6,711股 | -79股-1.18% | 减仓 |
| IiShares安硕信托IQLT |
| 0.53% | 0.58% | $160.5万 | 3.2万股 | $151.6万 | 3.2万股 | -1股-0.00% | 减仓 |
| G高盛ETF信托GINC |
| 0.52% | 0.08% | $158.0万 | 2.8万股 | $20.2万 | 4,010股 | +2.4万股+610.60% | 加仓 |
 联合太平洋铁路UNP |
| 0.5% | 0.5% | $151.3万 | 5,248股 | $131.7万 | 5,350股 | -102股-1.91% | 减仓 |
 第一资本COF |
| 0.5% | 0.5% | $151.3万 | 7,241股 | $131.0万 | 7,232股 | +9股+0.12% | 加仓 |
 可口可乐KO |
| 0.49% | 0.54% | $149.0万 | 1.8万股 | $141.8万 | 1.9万股 | -616股-3.30% | 减仓 |
 艺康ECL |
| 0.49% | 0.57% | $147.4万 | 5,419股 | $150.6万 | 5,594股 | -175股-3.13% | 减仓 |
 威瑞森VZ |
| 0.46% | 0.6% | $139.4万 | 3.3万股 | $157.9万 | 3.2万股 | +87股+0.27% | 加仓 |
 林德LIN |
| 0.45% | 0.5% | $136.7万 | 2,658股 | $131.2万 | 2,652股 | +6股+0.23% | 加仓 |
 QUANTA SVCSPWR |
| 0.44% | 0.51% | $132.9万 | 2,048股 | $133.1万 | 2,396股 | -348股-14.52% | 减仓 |
| G通用动力VTI |
| 0.43% | 0.37% | $130.3万 | 3,498股 | $98.4万 | 3,023股 | +475股+15.71% | 加仓 |
 礼来LLY |
| 0.42% | 0.4% | $128.9万 | 1,114股 | $104.6万 | 1,123股 | -9股-0.80% | 减仓 |
| I景顺自营指数基金BSCU |
| 0.42% | 0.5% | $127.4万 | 7.7万股 | $130.5万 | 7.8万股 | -1,261股-1.62% | 减仓 |
