| V先锋领航指数基金VOO |
| 12.27% | 12.15% | $1.37亿 | 19.9万股 | $1.21亿 | 20.2万股 | -2,681股-1.33% | 减仓 |
| I景顺QQQ信托QQQ |
| 9.43% | 8.09% | $1.05亿 | 14.3万股 | $8,046.0万 | 13.9万股 | +3,621股+2.60% | 加仓 |
 ARROW FINL CORP COMAROW |
| 6.83% | 6.35% | $7,624.0万 | 186.0万股 | $6,307.3万 | 187.9万股 | -1.9万股-1.00% | 减仓 |
| IiShares安硕·COREIJH |
| 6.25% | 6.28% | $6,983.0万 | 90.6万股 | $6,243.0万 | 92.4万股 | -1.9万股-2.04% | 减仓 |
| IiShares安硕·COREIJR |
| 4.8% | 4.82% | $5,356.7万 | 36.1万股 | $4,792.4万 | 38.6万股 | -2.4万股-6.31% | 减仓 |
| IiShares安硕信托IDEV |
| 4.52% | 4.69% | $5,051.2万 | 56.7万股 | $4,665.2万 | 55.8万股 | +9,250股+1.66% | 加仓 |
| S道富SPYV |
| 4.19% | 4.45% | $4,683.1万 | 77.0万股 | $4,420.7万 | 78.1万股 | -1.1万股-1.40% | 减仓 |
| IISHARES IBONDS 2027 TERMIBHG |
| 2.95% | — | $3,293.6万 | 149.2万股 | $0 | 0股 | +149.2万股 | 新买入 |
| V先锋领航·MIDVO |
| 2.15% | 2.23% | $2,395.2万 | 29.7万股 | $2,213.1万 | 7.7万股 | +22.0万股+285.75% | 加仓 |
| TTEMA ETF TRUSTCANC |
| 1.88% | 1.6% | $2,099.8万 | 50.1万股 | $1,587.5万 | 46.4万股 | +3.8万股+8.12% | 加仓 |
 苹果AAPL |
| 1.76% | 1.77% | $1,960.1万 | 6.8万股 | $1,755.9万 | 6.9万股 | -1,446股-2.09% | 减仓 |
 英伟达NVDA |
| 1.73% | 1.75% | $1,931.6万 | 9.7万股 | $1,743.6万 | 10.0万股 | -3,441股-3.44% | 减仓 |
 谷歌AGOOGL |
| 1.64% | 1.53% | $1,827.2万 | 5.1万股 | $1,522.4万 | 5.3万股 | -1,814股-3.43% | 减仓 |
| IiShares安硕信托TLH |
| 1.58% | 0.91% | $1,768.7万 | 17.6万股 | $909.1万 | 9.0万股 | +8.6万股+95.27% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.56% | 1.46% | $1,736.2万 | 30.7万股 | $1,451.3万 | 25.6万股 | +5.1万股+20.05% | 加仓 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 1.42% | 1.56% | $1,589.2万 | 63.1万股 | $1,552.9万 | 61.5万股 | +1.6万股+2.66% | 加仓 |
| IISHARES IBONDS DEC 2035 TERM CORPORATE ETFIBCA |
| 1.41% | 1.51% | $1,576.4万 | 61.6万股 | $1,504.9万 | 58.7万股 | +2.9万股+4.87% | 加仓 |
| IiShares安硕信托IBDY |
| 1.41% | 1.53% | $1,570.6万 | 61.0万股 | $1,524.6万 | 59.0万股 | +2.0万股+3.44% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 1.39% | 1.52% | $1,546.2万 | 74.2万股 | $1,512.7万 | 72.3万股 | +1.9万股+2.66% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 1.37% | 1.51% | $1,532.2万 | 70.3万股 | $1,499.4万 | 68.5万股 | +1.8万股+2.61% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 1.36% | 1.5% | $1,519.2万 | 65.6万股 | $1,492.4万 | 64.2万股 | +1.4万股+2.23% | 加仓 |
| IiShares安硕信托IBDT |
| 1.34% | 1.47% | $1,493.6万 | 59.2万股 | $1,463.1万 | 57.8万股 | +1.4万股+2.41% | 加仓 |
 微软MSFT |
| 1.2% | 1.33% | $1,340.1万 | 3.6万股 | $1,322.2万 | 3.6万股 | +205股+0.57% | 加仓 |
| IiShares安硕信托IBDZ |
| 1.2% | 1.16% | $1,334.8万 | 51.2万股 | $1,150.1万 | 44.1万股 | +7.1万股+16.11% | 加仓 |
| V先锋领航指数基金VB |
| 0.82% | 0.82% | $915.6万 | 3.0万股 | $819.2万 | 3.1万股 | -1,070股-3.42% | 减仓 |
 亚马逊AMZN |
| 0.82% | 0.82% | $914.1万 | 3.8万股 | $813.1万 | 3.9万股 | -686股-1.76% | 减仓 |
 迈威尔MRVL |
| 0.71% | 0.28% | $790.4万 | 2.7万股 | $282.1万 | 2.8万股 | -1,953股-6.86% | 减仓 |
 摩根大通JPM |
| 0.7% | 0.72% | $779.9万 | 2.4万股 | $718.0万 | 2.4万股 | -581股-2.38% | 减仓 |
| AAB ACTIVE ETFSNYM |
| 0.6% | 0.64% | $673.8万 | 26.8万股 | $640.6万 | 25.7万股 | +1.1万股+4.44% | 加仓 |
 安费诺APH |
| 0.59% | 0.49% | $661.1万 | 3.7万股 | $491.7万 | 3.9万股 | -1,419股-3.65% | 减仓 |
| IiShares安硕信托AGG |
| 0.55% | 0.62% | $615.4万 | 6.2万股 | $618.5万 | 6.2万股 | -125股-0.20% | 减仓 |
 卡特彼勒CAT |
| 0.54% | 0.42% | $599.9万 | 5,633股 | $419.3万 | 5,919股 | -286股-4.83% | 减仓 |
 PALO ALTOPANW |
| 0.49% | 0.25% | $547.1万 | 1.6万股 | $248.8万 | 1.6万股 | +524股+3.38% | 加仓 |
 思科CSCO |
| 0.48% | 0.37% | $534.2万 | 4.5万股 | $368.0万 | 4.7万股 | -1,956股-4.12% | 减仓 |
 礼来LLY |
| 0.47% | 0.43% | $528.5万 | 4,406股 | $430.5万 | 4,681股 | -275股-5.87% | 减仓 |
 家得宝HD |
| 0.47% | 0.49% | $524.2万 | 1.5万股 | $487.1万 | 1.5万股 | +53股+0.36% | 加仓 |
| IiShares安硕信托IBDS |
| 0.45% | 1.06% | $507.5万 | 21.0万股 | $1,053.9万 | 43.5万股 | -22.5万股-51.81% | 减仓 |
| IiShares安硕信托IBDR |
| 0.44% | 1.04% | $486.5万 | 20.1万股 | $1,031.5万 | 42.6万股 | -22.5万股-52.82% | 减仓 |
 强生JNJ |
| 0.42% | 0.47% | $468.1万 | 1.8万股 | $466.4万 | 1.9万股 | -649股-3.40% | 减仓 |
 VisaV |
| 0.41% | 0.42% | $462.4万 | 1.3万股 | $414.5万 | 1.4万股 | -236股-1.72% | 减仓 |
 甲骨文ORCL |
| 0.41% | 0.46% | $456.3万 | 3.1万股 | $460.6万 | 3.1万股 | -171股-0.55% | 减仓 |
 Meta平台META |
| 0.41% | 0.46% | $453.6万 | 8,053股 | $458.0万 | 8,006股 | +47股+0.59% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.4% | 0.44% | $450.8万 | 9,009股 | $436.7万 | 9,113股 | -104股-1.14% | 减仓 |
| IiShares安硕信托NYF |
| 0.4% | 0.46% | $446.7万 | 8.3万股 | $457.5万 | 8.6万股 | -3,245股-3.77% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.39% | 0.48% | $439.7万 | 5.6万股 | $478.9万 | 6.0万股 | -4,779股-7.91% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.34% | 0.31% | $383.6万 | 1.1万股 | $309.2万 | 1.1万股 | +79股+0.73% | 加仓 |
 埃克森美孚XOM |
| 0.33% | 0.47% | $369.3万 | 2.7万股 | $462.6万 | 2.7万股 | -255股-0.94% | 减仓 |
| BBANK OF AMERBAC |
| 0.31% | 0.31% | $344.6万 | 6.0万股 | $306.3万 | 6.3万股 | -2,359股-3.75% | 减仓 |
| IiShares安硕信托IBCB |
| 0.3% | — | $332.3万 | 13.2万股 | $0 | 0股 | +13.2万股 | 新买入 |
 贝莱德·INC COMBLK |
| 0.29% | 0.33% | $324.5万 | 3,375股 | $328.6万 | 3,417股 | -42股-1.23% | 减仓 |
