| G通用动力VTI |
| 14.31% | 14.75% | $607.9万 | 2.1万股 | $579.8万 | 2.2万股 | -204股-0.94% | 减仓 |
| IiShares安硕信托HDV |
| 12.4% | 11.97% | $526.7万 | 4.5万股 | $470.7万 | 4.3万股 | +1,474股+3.40% | 加仓 |
| IiShares安硕·COREIJR |
| 7.73% | 7.27% | $328.4万 | 2.8万股 | $286.0万 | 2.7万股 | +1,266股+4.72% | 加仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 6.84% | 7.23% | $290.6万 | 7.7万股 | $284.3万 | 7.8万股 | -463股-0.60% | 减仓 |
| V先锋领航·HEALTHVHT |
| 6.31% | 6.28% | $268.2万 | 9,503股 | $246.7万 | 9,276股 | +227股+2.45% | 加仓 |
| SSPDR行业精选信托XLY |
| 6.3% | 6.07% | $267.7万 | 1.3万股 | $238.7万 | 1.3万股 | +274股+2.09% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 6.25% | 6.22% | $265.4万 | 5.7万股 | $244.6万 | 5.4万股 | +2,340股+4.30% | 加仓 |
| IiShares安硕信托XT |
| 5% | 5.14% | $212.3万 | 3.5万股 | $201.9万 | 3.4万股 | +550股+1.60% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 4.25% | 4.22% | $180.7万 | 5.8万股 | $166.0万 | 5.8万股 | +250股+0.43% | 加仓 |
 英伟达NVDA |
| 3.38% | 3.71% | $143.5万 | 1.2万股 | $145.9万 | 1.2万股 | +12股+0.10% | 加仓 |
 苹果AAPL |
| 3.29% | 3.43% | $139.9万 | 6,005股 | $134.9万 | 6,403股 | -398股-6.22% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 2.76% | 2.67% | $117.4万 | 6,552股 | $105.1万 | 6,396股 | +156股+2.44% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 2.27% | 2.59% | $96.6万 | 2.3万股 | $102.0万 | 2.6万股 | -2,343股-9.13% | 减仓 |
| V先锋领航指数基金VV |
| 1.75% | 1.79% | $74.4万 | 2,824股 | $70.5万 | 2,824股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 1.68% | 1.67% | $71.5万 | 4,093股 | $65.7万 | 4,093股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SDY |
| 1.51% | 1.45% | $64.2万 | 4,520股 | $57.2万 | 4,497股 | +23股+0.51% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.44% | 1.42% | $61.1万 | 3,043股 | $55.7万 | 3,053股 | -10股-0.33% | 减仓 |
 微软MSFT |
| 1.33% | 1.43% | $56.5万 | 1,312股 | $56.4万 | 1,261股 | +51股+4.04% | 加仓 |
 特斯拉TSLA |
| 1.22% | 0.99% | $51.6万 | 1,974股 | $39.1万 | 1,973股 | +1股+0.05% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.19% | 1.22% | $50.4万 | 878股 | $47.8万 | 878股 | 00.00% | 持仓不变 |
 DNP SELECT INCOMEDNP |
| 1.04% | 0.92% | $44.3万 | 4.4万股 | $36.3万 | 4.4万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.87% | 1.07% | $37.0万 | 2,230股 | $42.0万 | 2,304股 | -74股-3.21% | 减仓 |
| IiShares安硕信托EFV |
| 0.85% | 0.85% | $36.2万 | 6,291股 | $33.4万 | 6,291股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.73% | 0.86% | $30.9万 | 539股 | $33.8万 | 671股 | -132股-19.67% | 减仓 |
 AMERICAN WTR WKS NEWAWK |
| 0.72% | 0.68% | $30.4万 | 2,080股 | $26.9万 | 2,080股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 0.68% | 0.68% | $28.8万 | 965股 | $26.7万 | 1,051股 | -86股-8.18% | 减仓 |
 WASTE MGMT DELWM |
| 0.67% | 0.74% | $28.4万 | 1,370股 | $29.2万 | 1,370股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.63% | 0.67% | $26.9万 | 552股 | $26.4万 | 552股 | 00.00% | 持仓不变 |
 VisaV |
| 0.6% | 0.62% | $25.6万 | 930股 | $24.4万 | 930股 | 00.00% | 持仓不变 |
 WILLIAMS SONOMAWSM |
| 0.56% | — | $23.9万 | 1,544股 | $0 | 0股 | +1,544股 | 新买入 |
| IiShares安硕信托IWS |
| 0.53% | 0.52% | $22.5万 | 1,702股 | $20.5万 | 1,702股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.48% | — | $20.5万 | 3,022股 | $0 | 0股 | +3,022股 | 新买入 |
| UUIPATHPATH |
| 0.3% | — | $12.8万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| SSHOALS TECHNOLOGIES INSHLS |
| 0.13% | — | $5.6万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
