| V先锋领航指数基金VUG |
| 9.22% | 8.82% | $2,364.1万 | 27.4万股 | $2,031.0万 | 4.6万股 | +22.8万股+490.23% | 加仓 |
| PPUTNAM ETF TRUSTPVAL |
| 6.33% | 6.47% | $1,623.7万 | 31.9万股 | $1,489.6万 | 32.1万股 | -2,344股-0.73% | 减仓 |
 苹果AAPL |
| 6.2% | 6.16% | $1,589.1万 | 5.5万股 | $1,418.0万 | 5.6万股 | -954股-1.71% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 4.91% | 5.4% | $1,259.7万 | 22.3万股 | $1,244.3万 | 22.0万股 | +3,507股+1.60% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 3.64% | 3.65% | $932.1万 | 15.2万股 | $841.1万 | 15.1万股 | +162股+0.11% | 加仓 |
| J骏利亨德森JAAA |
| 3.6% | 3.91% | $923.8万 | 18.3万股 | $900.7万 | 17.9万股 | +4,165股+2.33% | 加仓 |
| IISHARES BROADUSIG |
| 3.25% | 3.47% | $832.7万 | 16.2万股 | $798.4万 | 15.6万股 | +6,490股+4.16% | 加仓 |
| J骏利Detroit策略信托JMBS |
| 2.75% | 2.8% | $706.2万 | 15.7万股 | $645.4万 | 14.3万股 | +1.4万股+9.88% | 加仓 |
| V先锋领航指数基金VOT |
| 2.71% | 2.73% | $694.0万 | 2.3万股 | $627.8万 | 2.4万股 | -1,734股-7.11% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.64% | 2.73% | $676.8万 | 3.4万股 | $628.2万 | 3.4万股 | +164股+0.48% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 2.44% | 2.38% | $624.7万 | 13.3万股 | $548.1万 | 12.9万股 | +4,134股+3.21% | 加仓 |
 英伟达NVDA |
| 2% | 1.95% | $513.3万 | 2.6万股 | $449.6万 | 2.6万股 | -125股-0.48% | 减仓 |
| V先锋领航斯科茨代尔基金VTWG |
| 1.83% | 1.65% | $469.3万 | 1.6万股 | $380.1万 | 1.7万股 | -280股-1.69% | 减仓 |
 卡特彼勒CAT |
| 1.58% | 1.19% | $404.8万 | 3,802股 | $273.6万 | 3,862股 | -60股-1.55% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.42% | 1.39% | $363.5万 | 10.4万股 | $321.0万 | 10.5万股 | -809股-0.77% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.39% | 1.44% | $356.5万 | 6.8万股 | $331.5万 | 6.3万股 | +4,962股+7.87% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.27% | 1.27% | $326.2万 | 1.3万股 | $293.4万 | 1.4万股 | -82股-0.61% | 减仓 |
 默沙东MRK |
| 1.06% | 1.11% | $271.6万 | 2.1万股 | $254.9万 | 2.1万股 | -55股-0.26% | 减仓 |
 Meta平台META |
| 1.03% | 1.15% | $265.3万 | 4,710股 | $264.7万 | 4,627股 | +83股+1.79% | 加仓 |
 强生JNJ |
| 1.01% | 1.09% | $258.2万 | 1.0万股 | $250.1万 | 1.0万股 | -63股-0.62% | 减仓 |
 英特尔INTC |
| 1% | 0.37% | $257.5万 | 1.8万股 | $86.0万 | 1.9万股 | -1,049股-5.38% | 减仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 0.96% | 0.9% | $245.4万 | 2.8万股 | $208.3万 | 2.7万股 | +342股+1.25% | 加仓 |
 Truist金融TFC |
| 0.93% | 0.95% | $238.0万 | 4.8万股 | $219.9万 | 4.8万股 | -57股-0.12% | 减仓 |
 好事达ALL |
| 0.89% | 0.88% | $228.3万 | 9,595股 | $203.0万 | 9,790股 | -195股-1.99% | 减仓 |
 思科CSCO |
| 0.78% | 0.58% | $200.6万 | 1.7万股 | $134.1万 | 1.7万股 | -203股-1.17% | 减仓 |
| RRALLIANT CORP COMRAL |
| 0.78% | 0.48% | $199.8万 | 2.7万股 | $111.6万 | 2.7万股 | +319股+1.19% | 加仓 |
 VisaV |
| 0.75% | 0.71% | $191.1万 | 5,569股 | $164.3万 | 5,435股 | +134股+2.47% | 加仓 |
 AMD超威AMD |
| 0.73% | 0.3% | $187.3万 | 3,225股 | $68.4万 | 3,362股 | -137股-4.07% | 减仓 |
 微软MSFT |
| 0.67% | 0.73% | $173.0万 | 4,639股 | $168.0万 | 4,539股 | +100股+2.20% | 加仓 |
| IIBMIBM |
| 0.66% | 0.64% | $168.8万 | 6,003股 | $147.9万 | 6,100股 | -97股-1.59% | 减仓 |
 伊顿ETN |
| 0.65% | 0.63% | $167.4万 | 3,928股 | $145.4万 | 4,064股 | -136股-3.35% | 减仓 |
 礼来LLY |
| 0.63% | 0.53% | $160.8万 | 1,341股 | $123.2万 | 1,339股 | +2股+0.15% | 加仓 |
 AUTONATIONAN |
| 0.62% | 0.72% | $157.7万 | 8,490股 | $166.8万 | 8,545股 | -55股-0.64% | 减仓 |
 博通AVGO |
| 0.55% | 0.5% | $141.1万 | 3,736股 | $115.4万 | 3,730股 | +6股+0.16% | 加仓 |
 AMETEK COMAME |
| 0.52% | 0.51% | $133.8万 | 5,531股 | $118.5万 | 5,530股 | +1股+0.02% | 加仓 |
| CCITIZENS & NORTHN CORP COMCZNC |
| 0.5% | 0.55% | $127.3万 | 5.5万股 | $126.4万 | 5.7万股 | -1,956股-3.46% | 减仓 |
 慧与HPEHPE |
| 0.49% | 0.31% | $125.2万 | 2.8万股 | $70.3万 | 3.0万股 | -1,763股-5.97% | 减仓 |
 纽蒙特NEM |
| 0.49% | 0.63% | $125.1万 | 1.3万股 | $145.0万 | 1.3万股 | 00.00% | 持仓不变 |
 REPUBLIC SVCSRSG |
| 0.47% | 0.55% | $121.3万 | 5,691股 | $126.3万 | 5,766股 | -75股-1.30% | 减仓 |
 麦当劳MCD |
| 0.47% | 0.62% | $120.7万 | 4,466股 | $141.7万 | 4,560股 | -94股-2.06% | 减仓 |
 摩根大通JPM |
| 0.46% | 0.46% | $117.3万 | 3,583股 | $105.9万 | 3,601股 | -18股-0.50% | 减仓 |
 WASTE MGMT DELWM |
| 0.45% | 0.51% | $114.5万 | 5,135股 | $118.6万 | 5,160股 | -25股-0.48% | 减仓 |
| FFORGENT POWER SOLUTIONSFPS |
| 0.45% | — | $114.3万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 特斯拉TSLA |
| 0.44% | 0.44% | $113.8万 | 2,705股 | $100.5万 | 2,704股 | +1股+0.04% | 加仓 |
 亚马逊AMZN |
| 0.44% | 0.42% | $113.5万 | 4,762股 | $97.6万 | 4,684股 | +78股+1.67% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.44% | 0.4% | $112.9万 | 2,843股 | $92.8万 | 2,916股 | -73股-2.50% | 减仓 |
 保德信金融PRU |
| 0.42% | 0.49% | $106.8万 | 9,897股 | $112.2万 | 1.1万股 | -1,585股-13.80% | 减仓 |
 CrowdStrikeCRWD |
| 0.41% | 0.25% | $105.8万 | 1,387股 | $57.8万 | 1,480股 | -93股-6.28% | 减仓 |
| R力拓BBP |
| 0.4% | 0.45% | $102.8万 | 1.1万股 | $103.1万 | 1.1万股 | -228股-2.06% | 减仓 |
| V先锋领航指数基金VOO |
| 0.38% | 0.37% | $98.2万 | 1,430股 | $85.6万 | 1,432股 | -2股-0.14% | 减仓 |
