 英伟达NVDA |
| 4.94% | 5.22% | $1,609.4万 | 8.0万股 | $1,389.5万 | 8.0万股 | +762股+0.96% | 加仓 |
| V先锋领航市政债券基金VSDM |
| 3.86% | 3.41% | $1,255.9万 | 16.4万股 | $908.2万 | 11.9万股 | +4.5万股+37.67% | 加仓 |
| V先锋领航指数基金VOO |
| 3.32% | 2.75% | $1,080.8万 | 1.6万股 | $732.3万 | 1.2万股 | +3,482股+28.41% | 加仓 |
| G通用动力VTI |
| 3.21% | 3.43% | $1,044.5万 | 2.8万股 | $913.7万 | 2.8万股 | -254股-0.89% | 减仓 |
| IiShares安硕信托IVV |
| 3.12% | 3.11% | $1,014.0万 | 1.4万股 | $828.2万 | 1.3万股 | +861股+6.79% | 加仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 2.88% | 2.01% | $936.4万 | 9.2万股 | $534.7万 | 5.3万股 | +4.0万股+74.82% | 加仓 |
| V先锋领航指数基金VB |
| 2.4% | 2.28% | $781.0万 | 2.6万股 | $607.4万 | 2.3万股 | +2,573股+11.09% | 加仓 |
| V先锋领航·MIDVO |
| 2.33% | 2.34% | $757.5万 | 9.4万股 | $623.0万 | 2.2万股 | +7.2万股+333.43% | 加仓 |
 苹果AAPL |
| 2.08% | 2.13% | $676.0万 | 2.3万股 | $568.1万 | 2.2万股 | +975股+4.36% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.02% | 2.15% | $659.1万 | 8,826股 | $573.1万 | 8,812股 | +14股+0.16% | 加仓 |
| V先锋领航市政债券基金VTEI |
| 1.97% | 2.07% | $640.2万 | 6.3万股 | $552.5万 | 5.5万股 | +8,121股+14.69% | 加仓 |
 微软MSFT |
| 1.94% | 2.16% | $630.2万 | 1.7万股 | $574.3万 | 1.6万股 | +1,380股+8.89% | 加仓 |
| SSANDISK COMSNDK |
| 1.64% | 0.56% | $533.6万 | 2,347股 | $149.4万 | 2,351股 | -4股-0.17% | 减仓 |
 好市多COST |
| 1.5% | 1.87% | $488.1万 | 5,218股 | $499.0万 | 5,008股 | +210股+4.19% | 加仓 |
 美光科技MU |
| 1.42% | 0.67% | $463.1万 | 4,012股 | $177.2万 | 5,246股 | -1,234股-23.52% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.34% | 1.08% | $435.6万 | 6.1万股 | $288.8万 | 4.5万股 | +1.6万股+35.62% | 加仓 |
| V先锋领航市政债券基金VCRM |
| 1.24% | 1.44% | $403.2万 | 5.3万股 | $383.1万 | 5.1万股 | +1,800股+3.53% | 加仓 |
 谷歌AGOOGL |
| 1.22% | 1.17% | $397.0万 | 1.1万股 | $312.4万 | 1.1万股 | +243股+2.24% | 加仓 |
 PALO ALTOPANW |
| 1.17% | 0.68% | $380.7万 | 1.1万股 | $179.9万 | 1.1万股 | -58股-0.52% | 减仓 |
| SSTRIVE 500 ETFSTXF |
| 1.13% | 1.17% | $366.4万 | 7.6万股 | $311.2万 | 7.4万股 | +1,712股+2.31% | 加仓 |
 GE航空GE |
| 0.98% | 0.82% | $320.0万 | 8,562股 | $218.3万 | 7,694股 | +868股+11.28% | 加仓 |
 艾伯维ABBV |
| 0.95% | 1% | $310.5万 | 1.2万股 | $266.0万 | 1.2万股 | +106股+0.87% | 加仓 |
| HHNIHNI |
| 0.94% | — | $307.0万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 礼来LLY |
| 0.91% | 0.67% | $295.9万 | 2,467股 | $179.1万 | 1,947股 | +520股+26.71% | 加仓 |
 VisaV |
| 0.86% | 0.89% | $279.8万 | 8,156股 | $237.0万 | 7,840股 | +316股+4.03% | 加仓 |
 帕兰提尔PLTR |
| 0.8% | 1.22% | $260.8万 | 2.2万股 | $326.2万 | 2.2万股 | +50股+0.22% | 加仓 |
 金佰利KMB |
| 0.79% | 0.52% | $256.0万 | 2.3万股 | $137.3万 | 1.4万股 | +9,082股+63.80% | 加仓 |
 TJXTJX |
| 0.79% | 1.01% | $255.9万 | 1.7万股 | $269.7万 | 1.7万股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.78% | 0.93% | $254.1万 | 4,947股 | $247.6万 | 4,956股 | -9股-0.18% | 减仓 |
| S道富SPMD |
| 0.76% | 0.82% | $248.5万 | 3.7万股 | $217.1万 | 3.7万股 | +118股+0.32% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.76% | 0.66% | $246.3万 | 6,972股 | $176.8万 | 6,162股 | +810股+13.15% | 加仓 |
| SSPDR黄金信托GLD |
| 0.75% | 1.05% | $244.2万 | 6,630股 | $279.4万 | 6,493股 | +137股+2.11% | 加仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.74% | 0.9% | $241.2万 | 4.5万股 | $239.7万 | 4.5万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 0.71% | 0.76% | $232.3万 | 6,756股 | $201.8万 | 6,751股 | +5股+0.07% | 加仓 |
 AMGEN COMAMGN |
| 0.71% | 0.83% | $232.0万 | 6,408股 | $221.1万 | 6,283股 | +125股+1.99% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.67% | 0.74% | $218.0万 | 4.3万股 | $196.2万 | 3.9万股 | +3,770股+9.59% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.66% | 0.8% | $214.3万 | 2.3万股 | $213.8万 | 2.3万股 | +100股+0.43% | 加仓 |
 CrowdStrikeCRWD |
| 0.65% | 0.4% | $210.6万 | 2,759股 | $107.6万 | 2,756股 | +3股+0.11% | 加仓 |
| IiShares安硕信托GVI |
| 0.64% | 0.38% | $209.2万 | 2.0万股 | $100.1万 | 9,400股 | +1.0万股+109.04% | 加仓 |
 雪佛龙CVX |
| 0.64% | 0.86% | $209.2万 | 1.3万股 | $229.9万 | 1.1万股 | +1,506股+13.55% | 加仓 |
 宝洁PG |
| 0.64% | 0.77% | $208.9万 | 1.4万股 | $206.0万 | 1.4万股 | -13股-0.09% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.63% | 0.66% | $204.4万 | 1.6万股 | $175.5万 | 4,116股 | +1.2万股+300.00% | 加仓 |
 百事可乐PEP |
| 0.61% | 0.84% | $200.0万 | 1.5万股 | $222.6万 | 1.4万股 | +433股+3.02% | 加仓 |
 强生JNJ |
| 0.61% | 0.69% | $199.2万 | 7,845股 | $184.2万 | 7,537股 | +308股+4.09% | 加仓 |
 Meta平台META |
| 0.61% | 0.75% | $199.0万 | 3,533股 | $200.4万 | 3,503股 | +30股+0.86% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.59% | 0.63% | $193.7万 | 6.7万股 | $167.8万 | 6.7万股 | +25股+0.04% | 加仓 |
 VertivVRT |
| 0.58% | 0.54% | $190.3万 | 5,683股 | $143.1万 | 5,712股 | -29股-0.51% | 减仓 |
| S嘉信策略信托SCHM |
| 0.56% | 0.57% | $181.2万 | 4.9万股 | $152.1万 | 4.9万股 | +10股+0.02% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.56% | 0.61% | $181.0万 | 3,618股 | $163.3万 | 3,407股 | +211股+6.19% | 加仓 |
 英特尔INTC |
| 0.55% | 0.18% | $180.0万 | 1.3万股 | $48.0万 | 1.1万股 | +2,004股+18.41% | 加仓 |
