| G通用动力VTI |
| 16.51% | 15.99% | $9,109.7万 | 24.6万股 | $7,840.8万 | 24.4万股 | +1,776股+0.73% | 加仓 |
 苹果AAPL |
| 5.67% | 5.58% | $3,129.9万 | 10.8万股 | $2,737.3万 | 10.8万股 | +308股+0.29% | 加仓 |
| IiShares安硕信托IEFA |
| 5.65% | 5.87% | $3,116.8万 | 32.3万股 | $2,877.0万 | 31.8万股 | +4,923股+1.55% | 加仓 |
| IiShares安硕信托DGRO |
| 4.59% | 4.71% | $2,535.5万 | 33.5万股 | $2,308.6万 | 32.9万股 | +5,589股+1.70% | 加仓 |
| SSPDR道富系列信托SDY |
| 4.24% | 4.53% | $2,337.0万 | 15.4万股 | $2,220.4万 | 15.2万股 | +1,418股+0.93% | 加仓 |
| V先锋领航指数基金VUG |
| 4.12% | 3.95% | $2,271.6万 | 26.4万股 | $1,939.0万 | 4.4万股 | +21.9万股+494.06% | 加仓 |
 英伟达NVDA |
| 3.29% | 3.15% | $1,813.8万 | 9.1万股 | $1,545.9万 | 8.9万股 | +2,006股+2.26% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 3.25% | 3.13% | $1,791.7万 | 14.4万股 | $1,534.4万 | 3.6万股 | +10.8万股+300.99% | 加仓 |
| IiShares安硕IEMG |
| 3.03% | 2.75% | $1,671.1万 | 20.2万股 | $1,350.1万 | 19.4万股 | +8,162股+4.22% | 加仓 |
 特斯拉TSLA |
| 2.88% | 2.84% | $1,590.1万 | 3.8万股 | $1,394.5万 | 3.8万股 | +294股+0.78% | 加仓 |
| V先锋领航·TOTALBND |
| 2.79% | 5.05% | $1,537.7万 | 20.9万股 | $2,476.8万 | 33.6万股 | -12.7万股-37.72% | 减仓 |
| IiShares安硕信托ITOT |
| 2.37% | 2.42% | $1,307.2万 | 8.0万股 | $1,188.4万 | 8.3万股 | -3,862股-4.63% | 减仓 |
 亚马逊AMZN |
| 2.12% | 2.05% | $1,170.1万 | 4.9万股 | $1,002.9万 | 4.8万股 | +940股+1.95% | 加仓 |
 可口可乐KO |
| 2.06% | 0.57% | $1,136.2万 | 14.0万股 | $281.7万 | 13.6万股 | +4,552股+3.35% | 加仓 |
 微软MSFT |
| 1.91% | 2.11% | $1,052.9万 | 2.8万股 | $1,034.6万 | 2.8万股 | +276股+0.99% | 加仓 |
| V先锋领航指数基金VTV |
| 1.73% | 1.77% | $956.0万 | 4.4万股 | $869.4万 | 4.4万股 | -446股-1.01% | 减仓 |
 埃森哲ACN |
| 1.67% | 2.72% | $923.2万 | 7.4万股 | $1,331.9万 | 6.7万股 | +7,018股+10.45% | 加仓 |
 谷歌AGOOGL |
| 1.52% | 1.43% | $841.4万 | 2.4万股 | $703.1万 | 2.4万股 | -904股-3.70% | 减仓 |
| J骏利亨德森JAAA |
| 1.52% | 1.71% | $836.4万 | 16.6万股 | $836.3万 | 16.6万股 | -364股-0.22% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.18% | 1.13% | $652.1万 | 1.8万股 | $555.5万 | 1.9万股 | -909股-4.69% | 减仓 |
 博通AVGO |
| 1.11% | 1.02% | $611.0万 | 1.6万股 | $498.2万 | 1.6万股 | +78股+0.48% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.88% | 1.07% | $487.3万 | 9,739股 | $522.6万 | 1.1万股 | -1,167股-10.70% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.82% | 1.19% | $451.3万 | 6,043股 | $585.2万 | 8,999股 | -2,956股-32.85% | 减仓 |
| BBLUE OWL CAPITALOWL |
| 0.75% | 0.1% | $416.1万 | 46.2万股 | $47.9万 | 46.2万股 | +152股+0.03% | 加仓 |
 礼来LLY |
| 0.65% | 0.54% | $359.2万 | 2,995股 | $264.5万 | 2,875股 | +120股+4.17% | 加仓 |
 AMD超威AMD |
| 0.63% | 0.24% | $344.9万 | 5,938股 | $119.5万 | 5,872股 | +66股+1.12% | 加仓 |
 美光科技MU |
| 0.57% | 0.19% | $317.2万 | 2,748股 | $92.8万 | 2,747股 | +1股+0.04% | 加仓 |
 Meta平台META |
| 0.56% | 0.64% | $309.0万 | 5,486股 | $315.7万 | 5,518股 | -32股-0.58% | 减仓 |
 SPIRESR |
| 0.47% | 0.72% | $257.7万 | 3.3万股 | $351.8万 | 3.9万股 | -5,852股-15.06% | 减仓 |
 PROGRESSIVEPGR |
| 0.47% | 0.5% | $257.1万 | 1.2万股 | $244.6万 | 1.2万股 | -567股-4.60% | 减仓 |
 摩根大通JPM |
| 0.46% | 0.45% | $256.2万 | 7,828股 | $223.1万 | 7,583股 | +245股+3.23% | 加仓 |
| IiShares安硕信托IVV |
| 0.44% | 0.45% | $243.7万 | 3,254股 | $222.7万 | 3,409股 | -155股-4.55% | 减仓 |
| I景顺QQQ信托VOO |
| 0.42% | 0.38% | $233.2万 | 3,166股 | $188.3万 | 3,262股 | -96股-2.94% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.41% | 0.39% | $227.2万 | 7,563股 | $190.7万 | 7,690股 | -127股-1.65% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.4% | 0.55% | $220.6万 | 6.6万股 | $271.5万 | 7.1万股 | -4,386股-6.21% | 减仓 |
 家得宝HD |
| 0.4% | 0.42% | $220.4万 | 6,249股 | $207.4万 | 6,306股 | -57股-0.90% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.4% | 0.4% | $219.2万 | 7.6万股 | $195.0万 | 7.8万股 | -1,992股-2.56% | 减仓 |
| V先锋领航全球基金VGT |
| 0.39% | 0.33% | $216.4万 | 1.8万股 | $162.0万 | 2,322股 | +1.6万股+679.80% | 加仓 |
 沃尔玛WMT |
| 0.39% | 0.47% | $212.9万 | 1.9万股 | $229.8万 | 1.8万股 | +311股+1.68% | 加仓 |
 南方电力SO |
| 0.36% | 0.26% | $196.8万 | 2.1万股 | $128.2万 | 1.3万股 | +7,280股+54.82% | 加仓 |
 UNITED BANKSHARES WEST VUBSI |
| 0.34% | 0.37% | $186.3万 | 4.1万股 | $180.5万 | 4.4万股 | -2,945股-6.76% | 减仓 |
| SSPDR SER TR S&PXSD |
| 0.33% | 0.2% | $183.2万 | 2,937股 | $95.8万 | 2,937股 | 00.00% | 持仓不变 |
 VisaV |
| 0.33% | 0.32% | $183.1万 | 5,336股 | $157.6万 | 5,213股 | +123股+2.36% | 加仓 |
 好市多COST |
| 0.32% | 0.37% | $179.0万 | 1,913股 | $183.7万 | 1,844股 | +69股+3.74% | 加仓 |
 卡特彼勒CAT |
| 0.32% | 0.24% | $178.1万 | 1,672股 | $117.2万 | 1,654股 | +18股+1.09% | 加仓 |
 英特尔INTC |
| 0.32% | 0.1% | $174.5万 | 1.2万股 | $48.5万 | 1.1万股 | +1,513股+13.77% | 加仓 |
 达美航空DAL |
| 0.31% | 0.43% | $169.0万 | 1.8万股 | $209.6万 | 3.2万股 | -1.3万股-42.77% | 减仓 |
 艾伯维ABBV |
| 0.3% | 0.28% | $164.5万 | 6,538股 | $137.7万 | 6,330股 | +208股+3.29% | 加仓 |
 强生JNJ |
| 0.3% | 0.31% | $164.4万 | 6,475股 | $152.1万 | 6,222股 | +253股+4.07% | 加仓 |
 GE航空GE |
| 0.28% | 0.23% | $151.9万 | 4,064股 | $114.7万 | 4,043股 | +21股+0.52% | 加仓 |
