| B贝莱德·ETF TRUST IIBINC |
| 9.81% | 10.63% | $3,951.4万 | 75.5万股 | $3,877.7万 | 74.7万股 | +8,212股+1.10% | 加仓 |
| G通用动力VTI |
| 7.77% | 7.44% | $3,132.2万 | 8.5万股 | $2,713.5万 | 8.5万股 | +62股+0.07% | 加仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTDJUL |
| 7.34% | 7.93% | $2,957.9万 | 59.0万股 | $2,894.3万 | 61.9万股 | -2.9万股-4.74% | 减仓 |
| F第一信托交易所交易基金VIYDEC |
| 5.46% | 5.78% | $2,200.8万 | 79.9万股 | $2,110.1万 | 80.2万股 | -3,379股-0.42% | 减仓 |
| V先锋领航指数基金VOO |
| 4.95% | 4.79% | $1,994.2万 | 2.9万股 | $1,748.2万 | 2.9万股 | -220股-0.75% | 减仓 |
| V先锋领航STAR基金VXUS |
| 4.54% | 4.51% | $1,827.9万 | 21.4万股 | $1,647.4万 | 21.4万股 | +164股+0.08% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.89% | 3.74% | $1,569.5万 | 54.2万股 | $1,365.6万 | 54.4万股 | -2,106股-0.39% | 减仓 |
| MMORGAN STANLEY ETF TRUSTCVLC |
| 3.51% | 4.26% | $1,412.5万 | 15.0万股 | $1,554.0万 | 19.4万股 | -4.5万股-22.97% | 减仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST UQ EQTDOCT |
| 3.29% | 3.41% | $1,327.5万 | 28.4万股 | $1,242.8万 | 28.6万股 | -1,790股-0.63% | 减仓 |
| V先锋领航全球基金VSGX |
| 2.84% | 3.1% | $1,145.3万 | 13.9万股 | $1,130.5万 | 15.8万股 | -1.9万股-11.75% | 减仓 |
| S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI |
| 2.66% | 2.91% | $1,071.9万 | 47.3万股 | $1,060.5万 | 46.8万股 | +5,839股+1.25% | 加仓 |
| GGlobal X基金PAVE |
| 2.46% | 2.34% | $989.8万 | 16.8万股 | $855.2万 | 16.8万股 | -331股-0.20% | 减仓 |
 礼来LLY |
| 2.43% | 2.45% | $978.6万 | 8,159股 | $893.2万 | 9,711股 | -1,552股-15.98% | 减仓 |
| F第一信托交易所交易基金VIDNOV |
| 2.37% | 2.44% | $953.1万 | 18.6万股 | $890.5万 | 18.6万股 | -284股-0.15% | 减仓 |
| V先锋领航指数基金VUG |
| 2.35% | 2.22% | $947.8万 | 11.0万股 | $810.2万 | 1.9万股 | +9.1万股+493.16% | 加仓 |
 卡特彼勒CAT |
| 2.3% | 2.07% | $927.6万 | 8,711股 | $755.2万 | 1.1万股 | -1,949股-18.28% | 减仓 |
 美敦力MDT |
| 2.03% | 2.48% | $819.1万 | 10.5万股 | $905.6万 | 10.5万股 | +184股+0.18% | 加仓 |
| V先锋领航全球基金VEXC |
| 1.87% | 1.77% | $755.1万 | 7.9万股 | $644.3万 | 7.9万股 | -530股-0.67% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.85% | 2.03% | $744.0万 | 7.4万股 | $740.6万 | 7.4万股 | +160股+0.22% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.75% | 1.78% | $706.3万 | 3.0万股 | $647.7万 | 3.0万股 | -270股-0.90% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.62% | 1.73% | $654.0万 | 1.3万股 | $629.5万 | 1.3万股 | -69股-0.53% | 减仓 |
 苹果AAPL |
| 1.54% | 1.49% | $621.0万 | 2.1万股 | $542.0万 | 2.1万股 | +103股+0.48% | 加仓 |
| V先锋领航·NY TAX FREE FDSMUNY |
| 1.49% | 0.14% | $602.1万 | 5.8万股 | $49.9万 | 4,879股 | +5.3万股+1,086.51% | 加仓 |
| F第一信托交易所交易基金VIYMAR |
| 1.09% | 1.16% | $440.9万 | 15.4万股 | $421.9万 | 15.4万股 | -394股-0.26% | 减仓 |
 博通AVGO |
| 0.92% | 0.84% | $372.3万 | 9,855股 | $306.3万 | 9,898股 | -43股-0.43% | 减仓 |
| F第一信托交易所交易基金VIDSEP |
| 0.88% | 0.9% | $354.9万 | 7.5万股 | $328.8万 | 7.5万股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金VIFAPR |
| 0.84% | 0.93% | $339.8万 | 7.3万股 | $340.6万 | 7.6万股 | -3,159股-4.16% | 减仓 |
 谷歌AGOOGL |
| 0.8% | 0.71% | $320.5万 | 8,967股 | $260.5万 | 9,060股 | -93股-1.03% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.77% | 0.69% | $312.0万 | 8,830股 | $251.1万 | 8,753股 | +77股+0.88% | 加仓 |
| F第一信托交易所交易基金VIGJAN |
| 0.77% | 0.79% | $309.9万 | 6.9万股 | $288.4万 | 6.9万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VGK |
| 0.76% | 0.78% | $307.9万 | 3.5万股 | $286.1万 | 3.5万股 | +58股+0.17% | 加仓 |
 亚马逊AMZN |
| 0.58% | 0.56% | $233.7万 | 9,806股 | $204.2万 | 9,806股 | 00.00% | 持仓不变 |
| IiShares安硕·AAA CLO ACTIVE ETFCLOA |
| 0.57% | 0.01% | $230.6万 | 4.4万股 | $2.9万 | 567股 | +4.4万股+7,734.57% | 加仓 |
 PALO ALTOPANW |
| 0.5% | 0.32% | $202.6万 | 5,942股 | $117.7万 | 7,342股 | -1,400股-19.07% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.46% | 0.19% | $186.0万 | 4,311股 | $70.5万 | 4,300股 | +11股+0.26% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.46% | — | $183.7万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| IiShares安硕信托IEI |
| 0.39% | 0.43% | $157.8万 | 1.3万股 | $158.2万 | 1.3万股 | +92股+0.69% | 加仓 |
| F第一信托交易所交易基金VIDMAY |
| 0.39% | 0.41% | $155.5万 | 3.3万股 | $148.2万 | 3.3万股 | 00.00% | 持仓不变 |
 VanEck ETF信托MLN |
| 0.38% | 0.41% | $153.5万 | 8.6万股 | $149.4万 | 8.6万股 | +632股+0.74% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.37% | 0.39% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| V先锋领航全球基金MGV |
| 0.35% | 0.34% | $141.7万 | 8,670股 | $125.2万 | 8,641股 | +29股+0.34% | 加仓 |
 微软MSFT |
| 0.32% | 0.36% | $130.8万 | 3,506股 | $132.4万 | 3,577股 | -71股-1.98% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.3% | 0.32% | $120.3万 | 2.4万股 | $117.8万 | 2.4万股 | +167股+0.71% | 加仓 |
 英伟达NVDA |
| 0.29% | 0.28% | $118.4万 | 5,918股 | $103.2万 | 5,920股 | -2股-0.03% | 减仓 |
 安费诺APH |
| 0.24% | 0.19% | $95.7万 | 5,427股 | $68.5万 | 5,426股 | +1股+0.02% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.23% | 0.22% | $92.0万 | 2.7万股 | $80.7万 | 2.8万股 | -511股-1.84% | 减仓 |
 摩根大通JPM |
| 0.21% | 0.21% | $85.6万 | 2,616股 | $75.7万 | 2,575股 | +41股+1.59% | 加仓 |
 美光科技MU |
| 0.17% | 0.08% | $69.5万 | 602股 | $29.4万 | 872股 | -270股-30.96% | 减仓 |
 沃尔玛WMT |
| 0.17% | 0.19% | $68.3万 | 6,030股 | $71.0万 | 5,718股 | +312股+5.46% | 加仓 |
| F第一信托交易所交易基金VIDDEC |
| 0.15% | 0.15% | $59.8万 | 1.3万股 | $55.8万 | 1.3万股 | 00.00% | 持仓不变 |
