| V先锋领航指数基金VOO |
| 38.53% | 33.51% | $2.08亿 | 30.2万股 | $1.72亿 | 28.7万股 | +1.5万股+5.33% | 加仓 |
| V先锋领航指数基金VUG |
| 5.72% | 5.97% | $3,085.3万 | 35.8万股 | $3,056.4万 | 7.0万股 | +28.8万股+411.88% | 加仓 |
| SSPDR道富系列信托XNTK |
| 4.28% | 2.77% | $2,309.5万 | 5.9万股 | $1,419.7万 | 5.6万股 | +3,506股+6.30% | 加仓 |
| S道富SPIB |
| 3.92% | 4% | $2,114.7万 | 63.2万股 | $2,049.5万 | 61.1万股 | +2.1万股+3.43% | 加仓 |
| G高盛ETF信托GMUB |
| 3.33% | 3.06% | $1,793.0万 | 34.9万股 | $1,565.9万 | 30.7万股 | +4.1万股+13.42% | 加仓 |
| IiShares安硕信托IEFA |
| 3.02% | 2.67% | $1,626.0万 | 16.8万股 | $1,367.3万 | 15.1万股 | +1.7万股+11.47% | 加仓 |
| SSPEAR ALPHA ETFSPRX |
| 2.67% | 1.06% | $1,441.6万 | 24.9万股 | $540.9万 | 15.2万股 | +9.7万股+63.63% | 加仓 |
| G通用动力VTI |
| 2.48% | 2.33% | $1,339.5万 | 3.6万股 | $1,194.7万 | 3.7万股 | -1,041股-2.80% | 减仓 |
| IiShares安硕IEMG |
| 2.03% | 1.63% | $1,094.8万 | 13.2万股 | $835.9万 | 12.0万股 | +1.2万股+10.28% | 加仓 |
| G高盛·PHYSICAL GOLDAAAU |
| 1.62% | 1.83% | $875.4万 | 22.1万股 | $934.8万 | 20.2万股 | +1.9万股+9.31% | 加仓 |
 谷歌AGOOGL |
| 1.28% | 1.17% | $692.2万 | 1.9万股 | $597.4万 | 2.1万股 | -1,406股-6.77% | 减仓 |
 特斯拉TSLA |
| 1.13% | 1.03% | $610.8万 | 1.5万股 | $527.4万 | 1.4万股 | +334股+2.35% | 加仓 |
 亚马逊AMZN |
| 0.98% | 0.89% | $527.9万 | 2.2万股 | $454.8万 | 2.2万股 | +312股+1.43% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.96% | 0.91% | $520.2万 | 4.4万股 | $465.7万 | 4.8万股 | -3,843股-8.08% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 0.86% | 1.93% | $462.6万 | 5.2万股 | $987.4万 | 12.0万股 | -6.8万股-56.38% | 减仓 |
 微软MSFT |
| 0.85% | 1.09% | $460.9万 | 1.2万股 | $560.2万 | 1.5万股 | -2,777股-18.35% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.85% | 0.79% | $456.0万 | 9,114股 | $404.8万 | 8,448股 | +666股+7.88% | 加仓 |
 英伟达NVDA |
| 0.81% | 1.46% | $437.8万 | 2.2万股 | $747.9万 | 4.3万股 | -2.1万股-48.98% | 减仓 |
| TTERADYNETER |
| 0.74% | <0.01% | $398.5万 | 8,236股 | $6,819 | 23股 | +8,213股+35,708.70% | 加仓 |
 苹果AAPL |
| 0.73% | 0.8% | $392.9万 | 1.4万股 | $408.8万 | 1.6万股 | -2,529股-15.70% | 减仓 |
| CCALAMOS ETF TRCAIE |
| 0.65% | 0.54% | $351.0万 | 12.9万股 | $278.1万 | 11.1万股 | +1.8万股+16.61% | 加仓 |
 高盛GS |
| 0.62% | 0.53% | $334.6万 | 3,308股 | $270.3万 | 3,195股 | +113股+3.54% | 加仓 |
 摩根大通JPM |
| 0.59% | 0.82% | $316.1万 | 9,656股 | $421.6万 | 1.4万股 | -4,676股-32.63% | 减仓 |
 沃尔玛WMT |
| 0.57% | 0.63% | $306.5万 | 2.7万股 | $321.3万 | 2.6万股 | +1,211股+4.68% | 加仓 |
 VisaV |
| 0.56% | 0.69% | $303.6万 | 8,850股 | $354.7万 | 1.2万股 | -2,886股-24.59% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.52% | 0.45% | $281.5万 | 3,770股 | $228.1万 | 3,508股 | +262股+7.47% | 加仓 |
 思科CSCO |
| 0.51% | 0.36% | $273.1万 | 2.3万股 | $186.0万 | 2.4万股 | -724股-3.02% | 减仓 |
 GE航空GE |
| 0.5% | 0.34% | $268.1万 | 7,174股 | $174.9万 | 6,164股 | +1,010股+16.39% | 加仓 |
 强生JNJ |
| 0.49% | 0.49% | $266.2万 | 1.0万股 | $249.9万 | 1.0万股 | +258股+2.52% | 加仓 |
| BBANK OF AMERBAC |
| 0.49% | 0.37% | $263.0万 | 4.6万股 | $190.9万 | 3.9万股 | +7,003股+17.88% | 加仓 |
 礼来LLY |
| 0.48% | 0.58% | $261.1万 | 2,177股 | $295.1万 | 3,208股 | -1,031股-32.14% | 减仓 |
| N新纪元能源NEE |
| 0.46% | 0.53% | $245.6万 | 2.8万股 | $271.7万 | 2.9万股 | -1,273股-4.35% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.45% | 0.76% | $242.8万 | 1.1万股 | $391.3万 | 2.0万股 | -8,977股-44.03% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.44% | 0.42% | $238.2万 | 1.5万股 | $212.6万 | 1.6万股 | -656股-4.08% | 减仓 |
 Meta平台META |
| 0.44% | 0.4% | $234.8万 | 4,169股 | $207.3万 | 3,623股 | +546股+15.07% | 加仓 |
 贝克休斯BKR |
| 0.42% | 0.45% | $225.6万 | 4.1万股 | $231.5万 | 3.8万股 | +2,729股+7.20% | 加仓 |
| I景顺QQQ信托VOO |
| 0.41% | 0.34% | $222.1万 | 3,016股 | $173.2万 | 3,001股 | +15股+0.50% | 加仓 |
| PPRINCIPAL FINANCIAL INPFG |
| 0.37% | 0.33% | $197.6万 | 1.8万股 | $167.3万 | 1.9万股 | -231股-1.24% | 减仓 |
 威廉姆斯WMB |
| 0.36% | 0.38% | $192.1万 | 2.6万股 | $195.2万 | 2.7万股 | -974股-3.63% | 减仓 |
 博通AVGO |
| 0.33% | 0.29% | $179.4万 | 4,749股 | $148.6万 | 4,802股 | -53股-1.10% | 减仓 |
| S道富SPYM |
| 0.33% | 0.3% | $176.6万 | 2.0万股 | $153.8万 | 2.0万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.32% | 0.31% | $171.9万 | 1.3万股 | $160.7万 | 1.3万股 | +17股+0.13% | 加仓 |
 艾伯维ABBV |
| 0.31% | 0.54% | $165.5万 | 6,577股 | $277.3万 | 1.3万股 | -6,171股-48.41% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.3% | 0.32% | $160.7万 | 6,169股 | $164.9万 | 6,674股 | -505股-7.57% | 减仓 |
 ONEOKOKE |
| 0.29% | 0.32% | $157.5万 | 1.8万股 | $164.8万 | 1.8万股 | -111股-0.61% | 减仓 |
 麦当劳MCD |
| 0.28% | 0.33% | $153.4万 | 5,676股 | $170.6万 | 5,489股 | +187股+3.41% | 加仓 |
 ALTRIAMO |
| 0.28% | 0.28% | $153.1万 | 2.1万股 | $142.6万 | 2.2万股 | -337股-1.56% | 减仓 |
 OMEGA HEALTHCARE INVSOHI |
| 0.27% | 0.27% | $147.4万 | 3.1万股 | $137.2万 | 3.1万股 | -393股-1.26% | 减仓 |
| DDHT SHS NEWDHT |
| 0.27% | 0.33% | $144.6万 | 8.7万股 | $169.3万 | 9.3万股 | -5,168股-5.58% | 减仓 |
 洛克希德马丁LMT |
| 0.27% | 0.33% | $143.8万 | 2,823股 | $168.6万 | 2,790股 | +33股+1.18% | 加仓 |
