| V先锋领航全球基金VGT |
| 6.35% | — | $828.8万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 谷歌AGOOGL |
| 5.46% | — | $712.2万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 黑石集团BX |
| 4.97% | — | $648.0万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
 亚马逊AMZN |
| 3.65% | 4.19% | $476.8万 | 2.0万股 | $410.6万 | 2.0万股 | +292股+1.48% | 加仓 |
 苹果AAPL |
| 3.35% | 3.88% | $436.6万 | 1.5万股 | $379.9万 | 1.5万股 | +118股+0.79% | 加仓 |
 雷神技术RTX |
| 3.1% | 4.18% | $404.6万 | 2.1万股 | $409.5万 | 2.1万股 | +100股+0.47% | 加仓 |
 摩根大通JPM |
| 3.01% | 3.64% | $393.0万 | 1.2万股 | $356.0万 | 1.2万股 | -96股-0.79% | 减仓 |
 微软MSFT |
| 2.88% | 3.56% | $375.6万 | 1.0万股 | $348.5万 | 9,415股 | +653股+6.94% | 加仓 |
 GE航空GE |
| 2.67% | 2.66% | $347.9万 | 9,310股 | $260.5万 | 9,180股 | +130股+1.42% | 加仓 |
 宝洁PG |
| 2.12% | 2.89% | $276.7万 | 1.9万股 | $283.4万 | 2.0万股 | -748股-3.81% | 减仓 |
 CSX铁路CSX |
| 2.04% | 2.44% | $265.6万 | 5.6万股 | $239.3万 | 5.8万股 | -2,420股-4.15% | 减仓 |
| BBANK OF AMERBAC |
| 1.93% | 2.2% | $252.4万 | 4.4万股 | $215.1万 | 4.4万股 | +175股+0.40% | 加仓 |
 布鲁克菲尔德BN |
| 1.91% | 2.03% | $248.9万 | 5.8万股 | $199.1万 | 4.9万股 | +9,250股+18.80% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.76% | 1.87% | $229.4万 | 4,585股 | $183.2万 | 3,822股 | +763股+19.96% | 加仓 |
 强生JNJ |
| 1.76% | 2.34% | $229.4万 | 9,032股 | $229.4万 | 9,385股 | -353股-3.76% | 减仓 |
 默沙东MRK |
| 1.67% | 2.15% | $217.7万 | 1.7万股 | $210.8万 | 1.8万股 | -585股-3.34% | 减仓 |
 GE VernovaGEV |
| 1.65% | 1.59% | $215.6万 | 1,835股 | $155.7万 | 1,784股 | +51股+2.86% | 加仓 |
| S嘉信策略信托SCHD |
| 1.6% | 1.7% | $209.2万 | 6.6万股 | $166.5万 | 5.4万股 | +1.2万股+21.56% | 加仓 |
 好市多COST |
| 1.55% | 2.08% | $201.9万 | 2,158股 | $204.0万 | 2,047股 | +111股+5.42% | 加仓 |
 BROOKFIELD INFRASTRUC LPBIP |
| 1.37% | 1.89% | $179.0万 | 4.9万股 | $184.6万 | 5.1万股 | -2,039股-3.99% | 减仓 |
 VisaV |
| 1.34% | 1.56% | $175.3万 | 5,110股 | $153.1万 | 5,065股 | +45股+0.89% | 加仓 |
 卡特彼勒CAT |
| 1.34% | 1.26% | $174.8万 | 1,641股 | $123.6万 | 1,745股 | -104股-5.96% | 减仓 |
 PHILIP MORRIS INTLPM |
| 1.34% | 1.69% | $174.4万 | 9,641股 | $165.8万 | 1.0万股 | -384股-3.83% | 减仓 |
 英伟达NVDA |
| 1.27% | 1.52% | $166.2万 | 8,304股 | $148.6万 | 8,519股 | -215股-2.52% | 减仓 |
 自由港麦克莫兰FCX |
| 1.25% | 1.55% | $162.5万 | 2.6万股 | $151.6万 | 2.6万股 | +34股+0.13% | 加仓 |
| SSPDR行业精选信托XLY |
| 1.23% | 1.57% | $160.7万 | 1.4万股 | $154.1万 | 1.4万股 | -443股-3.13% | 减仓 |
 家得宝HD |
| 1.1% | 1.36% | $143.0万 | 4,054股 | $133.3万 | 4,054股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 1% | 1.2% | $130.4万 | 1,898股 | $117.8万 | 1,971股 | -73股-3.70% | 减仓 |
 英特尔INTC |
| 0.96% | 0.54% | $125.9万 | 9,014股 | $52.5万 | 1.2万股 | -2,882股-24.23% | 减仓 |
 雪佛龙CVX |
| 0.95% | 1.55% | $124.2万 | 7,493股 | $152.2万 | 7,355股 | +138股+1.88% | 加仓 |
 博通AVGO |
| 0.95% | 0.96% | $124.2万 | 3,287股 | $94.2万 | 3,045股 | +242股+7.95% | 加仓 |
 WILLDANWLDN |
| 0.93% | 1.2% | $121.0万 | 1.5万股 | $117.8万 | 1.5万股 | -87股-0.57% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.92% | 1.28% | $119.6万 | 2.1万股 | $125.5万 | 2.2万股 | -330股-1.52% | 减仓 |
 沃尔玛WMT |
| 0.91% | 1.36% | $119.3万 | 1.1万股 | $133.4万 | 1.1万股 | -203股-1.89% | 减仓 |
 AMERICAN WTR WKS NEWAWK |
| 0.91% | 1.32% | $118.4万 | 8,999股 | $128.9万 | 9,475股 | -476股-5.02% | 减仓 |
 波音BA |
| 0.9% | 1.11% | $118.0万 | 5,450股 | $108.5万 | 5,450股 | 00.00% | 持仓不变 |
 Genuine Parts Co ComGPC |
| 0.87% | 1.12% | $113.7万 | 9,635股 | $109.5万 | 1.0万股 | -720股-6.95% | 减仓 |
| S道富SPSM |
| 0.85% | 0.91% | $110.9万 | 1.9万股 | $89.2万 | 1.8万股 | +780股+4.23% | 加仓 |
 埃克森美孚XOM |
| 0.83% | 1.37% | $107.9万 | 7,895股 | $133.9万 | 7,895股 | 00.00% | 持仓不变 |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 0.79% | 1.04% | $103.7万 | 4.1万股 | $102.1万 | 4.1万股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.79% | 1.3% | $103.5万 | 2,031股 | $127.6万 | 2,112股 | -81股-3.84% | 减仓 |
 杜克能源DUK |
| 0.77% | 1.06% | $100.6万 | 7,950股 | $104.1万 | 7,950股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.75% | 0.79% | $98.3万 | 1,335股 | $77.1万 | 1,335股 | 00.00% | 持仓不变 |
 CALIFORNIA WTR SVC GROUP COMCWT |
| 0.72% | 0.9% | $93.5万 | 1.9万股 | $87.8万 | 1.9万股 | -160股-0.83% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.71% | 1.1% | $92.8万 | 1.2万股 | $107.3万 | 1.4万股 | -1,788股-13.22% | 减仓 |
 MP MATERIALSMP |
| 0.71% | 0.81% | $92.1万 | 1.6万股 | $79.4万 | 1.6万股 | 00.00% | 持仓不变 |
 DIGITAL RLTY TR COMDLR |
| 0.68% | 0.91% | $89.1万 | 4,961股 | $89.4万 | 4,961股 | 00.00% | 持仓不变 |
 WASTE MGMT DELWM |
| 0.66% | 0.91% | $85.8万 | 3,848股 | $89.5万 | 3,893股 | -45股-1.16% | 减仓 |
 HAVERTY FURNITURE COS INC COMHVT |
| 0.6% | 0.66% | $77.9万 | 3.1万股 | $64.6万 | 3.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.57% | 0.82% | $74.4万 | 1.4万股 | $80.2万 | 1.5万股 | -1,060股-6.95% | 减仓 |
