| V先锋领航指数基金VOO |
| 8.98% | 6.42% | $6,083.0万 | 8.9万股 | $5,120.2万 | 8.6万股 | +3,035股+3.55% | 加仓 |
 道明尼能源D |
| 4.11% | 2.94% | $2,785.3万 | 40.7万股 | $2,344.8万 | 39.0万股 | +1.7万股+4.24% | 加仓 |
 英伟达NVDA |
| 3.98% | 2.57% | $2,697.0万 | 13.5万股 | $2,052.0万 | 11.8万股 | +1.7万股+14.83% | 加仓 |
 苹果AAPL |
| 2.81% | 1.88% | $1,901.7万 | 6.6万股 | $1,499.7万 | 5.9万股 | +6,743股+11.42% | 加仓 |
 微软MSFT |
| 2.44% | 1.84% | $1,649.5万 | 4.4万股 | $1,465.7万 | 4.0万股 | +4,522股+11.42% | 加仓 |
| IINVESCO INTERNATIONAL DEVELOPED DYNAMIC MULTIFACTOR ETFIMFL |
| 2.41% | 1.53% | $1,634.2万 | 47.6万股 | $1,222.3万 | 38.6万股 | +9.0万股+23.26% | 加仓 |
 亚马逊AMZN |
| 2.26% | 1.29% | $1,532.8万 | 6.4万股 | $1,026.2万 | 4.9万股 | +1.5万股+30.80% | 加仓 |
 谷歌AGOOGL |
| 2.22% | 1.35% | $1,500.8万 | 4.2万股 | $1,075.6万 | 3.7万股 | +4,605股+12.31% | 加仓 |
| V先锋领航·FTSEVEA |
| 2% | 1.55% | $1,354.0万 | 19.0万股 | $1,232.6万 | 19.2万股 | -2,341股-1.22% | 减仓 |
| I景顺·S&PRWL |
| 1.84% | — | $1,243.7万 | 9.7万股 | $0 | 0股 | +9.7万股 | 新买入 |
| SSPDR道富系列信托SPYG |
| 1.83% | 0.05% | $1,241.8万 | 10.4万股 | $41.0万 | 4,192股 | +10.0万股+2,391.60% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.67% | 1.22% | $1,129.8万 | 22.3万股 | $968.9万 | 19.4万股 | +2.9万股+15.02% | 加仓 |
 Meta平台META |
| 1.54% | 1.29% | $1,045.9万 | 1.9万股 | $1,029.9万 | 1.8万股 | +594股+3.30% | 加仓 |
| I景顺·TOTAL RETURN BOND ETFGTO |
| 1.51% | 0.78% | $1,019.6万 | 21.8万股 | $620.4万 | 13.2万股 | +8.5万股+64.38% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.39% | 0.78% | $938.4万 | 4.9万股 | $623.9万 | 4.7万股 | +2,364股+5.04% | 加仓 |
| I景顺交易所交易基金IIGOVI |
| 1.31% | 0.18% | $884.0万 | 32.6万股 | $145.2万 | 5.3万股 | +27.3万股+512.31% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.19% | 1.01% | $804.2万 | 9.7万股 | $807.3万 | 9.8万股 | -261股-0.27% | 减仓 |
 博通AVGO |
| 1.15% | 0.74% | $780.4万 | 2.1万股 | $588.2万 | 1.9万股 | +1,626股+8.56% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.12% | 0.94% | $760.0万 | 1.5万股 | $745.5万 | 1.6万股 | -298股-1.92% | 减仓 |
| I景顺交易所交易基金信托XLG |
| 1.11% | 2.44% | $753.8万 | 12.3万股 | $1,945.5万 | 35.7万股 | -23.4万股-65.48% | 减仓 |
| B贝莱德ETF信托DYNF |
| 1.1% | 0.99% | $745.9万 | 11.0万股 | $790.0万 | 13.6万股 | -2.6万股-19.28% | 减仓 |
 特斯拉TSLA |
| 1.02% | 0.66% | $691.5万 | 1.7万股 | $525.9万 | 1.4万股 | +2,445股+17.28% | 加仓 |
| JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE |
| 0.91% | 0.45% | $615.1万 | 7.9万股 | $359.8万 | 5.4万股 | +2.5万股+46.40% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.87% | 0.51% | $588.6万 | 1.7万股 | $410.1万 | 1.4万股 | +2,417股+16.91% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.81% | 0.69% | $550.8万 | 11.5万股 | $551.5万 | 11.8万股 | -3,463股-2.94% | 减仓 |
 摩根大通JPM |
| 0.77% | 0.5% | $521.5万 | 1.6万股 | $401.4万 | 1.4万股 | +2,410股+17.66% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.76% | 0.42% | $514.2万 | 10.2万股 | $332.1万 | 6.6万股 | +3.6万股+54.55% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.68% | 0.36% | $461.5万 | 9.0万股 | $289.0万 | 5.7万股 | +3.4万股+59.59% | 加仓 |
| I景顺交易所交易基金IIPZA |
| 0.62% | 0.5% | $422.9万 | 18.0万股 | $395.1万 | 17.2万股 | +7,860股+4.57% | 加仓 |
| SSPDR道富系列信托TFI |
| 0.62% | 0.5% | $420.4万 | 9.2万股 | $397.9万 | 8.8万股 | +4,022股+4.58% | 加仓 |
| V先锋领航指数基金VUG |
| 0.6% | 0.41% | $407.7万 | 4.7万股 | $327.2万 | 7,490股 | +4.0万股+531.60% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.6% | 0.41% | $406.6万 | 7.7万股 | $323.8万 | 9.8万股 | -2.1万股-21.57% | 减仓 |
| F第一信托·USTFMHI |
| 0.6% | 0.87% | $405.7万 | 8.4万股 | $695.5万 | 14.6万股 | -6.3万股-42.81% | 减仓 |
| IINVESCO AAA CLO FLOATINGRATE NOTE ETFICLO |
| 0.6% | 0.56% | $405.6万 | 15.9万股 | $448.9万 | 17.6万股 | -1.7万股-9.80% | 减仓 |
 联合太平洋铁路UNP |
| 0.59% | 0.51% | $401.4万 | 1.5万股 | $404.5万 | 1.7万股 | -1,879股-11.27% | 减仓 |
 PALO ALTOPANW |
| 0.57% | 0.22% | $388.7万 | 1.1万股 | $174.8万 | 1.1万股 | +539股+4.94% | 加仓 |
| V先锋领航全球基金VIS |
| 0.56% | 0.36% | $376.3万 | 1.0万股 | $287.2万 | 9,199股 | +1,242股+13.50% | 加仓 |
| I景顺·ACTIVELY MANAGED EXCIROC |
| 0.55% | — | $369.8万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
 iShares安硕·MBSACGL |
| 0.55% | 0.42% | $369.7万 | 3.9万股 | $336.8万 | 3.5万股 | +3,616股+10.19% | 加仓 |
| C资本集团股息价值CCBG |
| 0.54% | 0.4% | $365.8万 | 7.4万股 | $322.1万 | 7.6万股 | -1,500股-1.98% | 减仓 |
 美光科技MU |
| 0.51% | 0.07% | $346.7万 | 3,112股 | $56.8万 | 1,683股 | +1,429股+84.91% | 加仓 |
 好市多COST |
| 0.51% | 0.38% | $346.4万 | 3,708股 | $305.3万 | 3,064股 | +644股+21.02% | 加仓 |
 西方石油OXY |
| 0.5% | 0.73% | $340.5万 | 7.0万股 | $584.5万 | 9.0万股 | -2.0万股-22.00% | 减仓 |
| G通用动力VTI |
| 0.47% | 0.32% | $316.8万 | 8,559股 | $257.7万 | 8,034股 | +525股+6.53% | 加仓 |
 MCKESSON COMMCK |
| 0.44% | 0.69% | $298.7万 | 3,956股 | $552.6万 | 6,386股 | -2,430股-38.05% | 减仓 |
 AMD超威AMD |
| 0.41% | 0.1% | $278.8万 | 4,890股 | $82.5万 | 4,058股 | +832股+20.50% | 加仓 |
 NETFLIXNFLX |
| 0.41% | 0.43% | $275.3万 | 3.9万股 | $342.1万 | 3.6万股 | +3,171股+8.91% | 加仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 0.41% | 0.29% | $274.7万 | 6.2万股 | $232.5万 | 6.1万股 | +1,250股+2.07% | 加仓 |
 迪士尼DIS |
| 0.4% | 0.35% | $267.8万 | 2.8万股 | $282.0万 | 2.9万股 | -1,383股-4.73% | 减仓 |
 沃尔玛WMT |
| 0.38% | 0.35% | $260.1万 | 2.3万股 | $278.3万 | 2.2万股 | +628股+2.80% | 加仓 |
