| V先锋领航指数基金VUG |
| 14.79% | 16.3% | $5,254.2万 | 61.0万股 | $4,624.4万 | 10.5万股 | +50.5万股+482.42% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 11.19% | 11.46% | $3,976.8万 | 49.1万股 | $3,252.4万 | 47.2万股 | +1.8万股+3.85% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 9.99% | 8.19% | $3,551.1万 | 46.0万股 | $2,325.0万 | 30.1万股 | +15.8万股+52.53% | 加仓 |
| V先锋领航指数基金VTV |
| 8.68% | 10.61% | $3,084.9万 | 14.2万股 | $3,010.9万 | 15.3万股 | -1.2万股-7.54% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 7.35% | 5.31% | $2,610.2万 | 57.4万股 | $1,505.8万 | 33.0万股 | +24.4万股+73.80% | 加仓 |
| J骏利Detroit策略信托JSMD |
| 7.33% | 5.43% | $2,603.9万 | 25.7万股 | $1,539.8万 | 19.2万股 | +6.5万股+34.13% | 加仓 |
| F第一信托交易所交易基金VIBUFZ |
| 5.55% | 6.49% | $1,972.1万 | 70.6万股 | $1,840.8万 | 69.9万股 | +6,951股+0.99% | 加仓 |
| F第一信托交易所交易基金LQTI |
| 5.32% | 6.42% | $1,892.0万 | 98.0万股 | $1,821.8万 | 93.7万股 | +4.3万股+4.61% | 加仓 |
| J骏利Detroit策略信托VNLA |
| 3.83% | 4.57% | $1,362.0万 | 27.9万股 | $1,297.3万 | 26.6万股 | +1.3万股+4.95% | 加仓 |
| J骏利·HENDERSON SECURITIZED INCOME ETFJSI |
| 2.69% | — | $956.2万 | 18.7万股 | $0 | 0股 | +18.7万股 | 新买入 |
| SSPDR行业精选信托XLE |
| 1.46% | 2.22% | $517.1万 | 9.7万股 | $630.9万 | 10.7万股 | -9,613股-8.99% | 减仓 |
 英伟达NVDA |
| 1.4% | 1.52% | $496.0万 | 2.5万股 | $431.7万 | 2.5万股 | +222股+0.90% | 加仓 |
 苹果AAPL |
| 1.38% | 1.5% | $488.8万 | 1.7万股 | $425.6万 | 1.7万股 | +244股+1.47% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.12% | 1.36% | $397.0万 | 7,933股 | $387.3万 | 8,093股 | -160股-1.98% | 减仓 |
 微软MSFT |
| 0.94% | 1.12% | $332.8万 | 8,922股 | $318.6万 | 8,626股 | +296股+3.43% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.93% | 1.1% | $330.5万 | 6.5万股 | $311.8万 | 6.2万股 | +3,550股+5.74% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.87% | 0.88% | $307.6万 | 8,706股 | $249.3万 | 8,455股 | +251股+2.97% | 加仓 |
 亚马逊AMZN |
| 0.78% | 0.84% | $278.1万 | 1.2万股 | $238.8万 | 1.1万股 | +331股+2.92% | 加仓 |
 美光科技MU |
| 0.73% | 0.3% | $261.1万 | 2,262股 | $84.0万 | 2,284股 | -22股-0.96% | 减仓 |
| V先锋领航·NY TAX FREE FDSMUNY |
| 0.66% | 0.89% | $235.5万 | 2.3万股 | $252.6万 | 2.5万股 | -2,025股-8.21% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.58% | 0.51% | $207.3万 | 6,899股 | $143.6万 | 5,753股 | +1,146股+19.92% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.42% | 0.44% | $147.8万 | 1,979股 | $125.6万 | 1,917股 | +62股+3.23% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.41% | 0.45% | $146.3万 | 3.3万股 | $128.7万 | 3.3万股 | +82股+0.25% | 加仓 |
 埃克森美孚XOM |
| 0.41% | 0.59% | $144.7万 | 1.1万股 | $168.4万 | 1.0万股 | +109股+1.04% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.4% | 0.28% | $141.4万 | 2,011股 | $80.4万 | 1,293股 | +718股+55.53% | 加仓 |
 卡特彼勒CAT |
| 0.38% | 0.33% | $135.1万 | 1,269股 | $93.5万 | 1,280股 | -11股-0.86% | 减仓 |
 博通AVGO |
| 0.35% | 0.35% | $124.5万 | 3,297股 | $100.7万 | 3,212股 | +85股+2.65% | 加仓 |
 摩根大通JPM |
| 0.35% | 0.38% | $122.8万 | 3,750股 | $107.3万 | 3,634股 | +116股+3.19% | 加仓 |
 特斯拉TSLA |
| 0.34% | 0.38% | $119.8万 | 2,849股 | $107.4万 | 2,818股 | +31股+1.10% | 加仓 |
 强生JNJ |
| 0.32% | 0.38% | $115.4万 | 4,542股 | $107.8万 | 4,417股 | +125股+2.83% | 加仓 |
 思科CSCO |
| 0.32% | 0.27% | $114.6万 | 9,754股 | $75.8万 | 9,724股 | +30股+0.31% | 加仓 |
 TOMPKINS FINLTMP |
| 0.31% | 0.32% | $109.9万 | 1.2万股 | $92.0万 | 1.2万股 | +1股+0.01% | 加仓 |
 英特尔INTC |
| 0.26% | 0.11% | $93.5万 | 6,694股 | $32.0万 | 6,673股 | +21股+0.31% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.25% | 0.29% | $89.0万 | 5,611股 | $81.8万 | 5,540股 | +71股+1.28% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.24% | 0.28% | $86.5万 | 2.3万股 | $80.0万 | 2.3万股 | +245股+1.05% | 加仓 |
 Meta平台META |
| 0.24% | 0.32% | $85.8万 | 1,524股 | $89.6万 | 1,547股 | -23股-1.49% | 减仓 |
 礼来LLY |
| 0.23% | 0.25% | $80.6万 | 672股 | $71.2万 | 746股 | -74股-9.92% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.22% | 0.25% | $76.7万 | 3,243股 | $69.7万 | 3,232股 | +11股+0.34% | 加仓 |
| J骏利亨德森JAAA |
| 0.21% | 0.28% | $73.1万 | 1.4万股 | $79.9万 | 1.6万股 | -1,381股-8.71% | 减仓 |
| BBANK OF AMERBAC |
| 0.2% | 0.21% | $71.3万 | 1.3万股 | $60.7万 | 1.2万股 | +198股+1.61% | 加仓 |
 高盛GS |
| 0.2% | 0.21% | $69.4万 | 686股 | $58.2万 | 677股 | +9股+1.33% | 加仓 |
 好市多COST |
| 0.19% | 0.27% | $66.6万 | 712股 | $75.8万 | 761股 | -49股-6.44% | 减仓 |
 波音BA |
| 0.19% | 0.22% | $66.0万 | 3,051股 | $61.5万 | 2,965股 | +86股+2.90% | 加仓 |
 AMD超威AMD |
| 0.18% | 0.08% | $64.4万 | 1,109股 | $21.4万 | 1,020股 | +89股+8.73% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.18% | 0.22% | $62.9万 | 1.2万股 | $61.9万 | 1.2万股 | +122股+1.00% | 加仓 |
 可口可乐KO |
| 0.17% | 0.22% | $61.2万 | 7,524股 | $61.4万 | 8,069股 | -545股-6.75% | 减仓 |
 谷歌AGOOGL |
| 0.17% | 0.17% | $60.5万 | 1,693股 | $47.9万 | 1,610股 | +83股+5.16% | 加仓 |
 伊顿ETN |
| 0.16% | 0.17% | $57.9万 | 1,359股 | $47.8万 | 1,308股 | +51股+3.90% | 加仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.16% | 0.15% | $55.9万 | 1,956股 | $41.2万 | 1,954股 | +2股+0.10% | 加仓 |
 万事达MA |
| 0.15% | 0.18% | $54.6万 | 1,064股 | $50.9万 | 1,036股 | +28股+2.70% | 加仓 |
