| V先锋领航指数基金VUG |
| 11.1% | 11.64% | $3,945.8万 | 9.0万股 | $4,205.1万 | 8.6万股 | +4,142股+4.81% | 加仓 |
 苹果AAPL |
| 9.66% | 10.56% | $3,435.3万 | 13.5万股 | $3,815.7万 | 14.0万股 | -4,995股-3.56% | 减仓 |
| SSPDR标普500 ETFSPY |
| 5.08% | 4.82% | $1,805.6万 | 2.8万股 | $1,742.2万 | 2.6万股 | +2,215股+8.67% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 4.31% | 2.19% | $1,533.2万 | 22.4万股 | $791.2万 | 11.8万股 | +10.6万股+89.98% | 加仓 |
| V先锋领航指数基金VTV |
| 4.21% | 3.7% | $1,496.8万 | 7.6万股 | $1,337.8万 | 7.0万股 | +6,240股+8.91% | 加仓 |
 亚马逊AMZN |
| 4.12% | 4.46% | $1,466.3万 | 7.0万股 | $1,611.7万 | 7.0万股 | +580股+0.83% | 加仓 |
 微软MSFT |
| 4.02% | 5.34% | $1,428.7万 | 3.9万股 | $1,929.9万 | 4.0万股 | -1,309股-3.28% | 减仓 |
| IiShares安硕·COREIJH |
| 3.39% | 3.01% | $1,204.8万 | 17.8万股 | $1,088.6万 | 16.5万股 | +1.3万股+8.17% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 3.16% | 3.13% | $1,123.4万 | 19.8万股 | $1,131.5万 | 19.8万股 | +533股+0.27% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.87% | 2.63% | $1,022.3万 | 20.2万股 | $948.7万 | 18.8万股 | +1.4万股+7.71% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 2.76% | 3.95% | $981.5万 | 6.5万股 | $1,428.2万 | 6.5万股 | -30股-0.05% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.74% | 2.85% | $975.7万 | 4.5万股 | $1,030.2万 | 4.7万股 | -1,506股-3.21% | 减仓 |
| I景顺QQQ信托VOO |
| 2.63% | 2.6% | $935.9万 | 1.6万股 | $941.0万 | 1.5万股 | +897股+5.86% | 加仓 |
 英伟达NVDA |
| 2.57% | 2.72% | $915.1万 | 5.2万股 | $981.3万 | 5.3万股 | -148股-0.28% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 2.28% | 2.25% | $809.1万 | 14.6万股 | $813.5万 | 14.0万股 | +5,771股+4.12% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 2.07% | 2% | $735.4万 | 2.3万股 | $723.5万 | 2.1万股 | +2,028股+9.61% | 加仓 |
| IiShares安硕·COREIJR |
| 1.73% | 1.44% | $616.8万 | 5.0万股 | $521.5万 | 4.3万股 | +6,227股+14.35% | 加仓 |
| SSPDR黄金信托GLD |
| 1.48% | 1.19% | $525.0万 | 1.2万股 | $430.3万 | 1.1万股 | +1,344股+12.38% | 加仓 |
| SSPDR行业精选信托XLF |
| 1.44% | 1.48% | $513.1万 | 10.4万股 | $533.1万 | 9.7万股 | +6,598股+6.78% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.31% | 1.1% | $466.9万 | 4.9万股 | $399.3万 | 4.2万股 | +7,392股+17.80% | 加仓 |
 谷歌AGOOGL |
| 1.29% | 1.38% | $457.4万 | 1.6万股 | $498.5万 | 1.6万股 | -17股-0.11% | 减仓 |
 埃克森美孚XOM |
| 1.28% | 0.89% | $455.4万 | 2.7万股 | $322.8万 | 2.7万股 | +15股+0.06% | 加仓 |
 Meta平台META |
| 1.08% | 1.22% | $382.9万 | 6,693股 | $441.4万 | 6,687股 | +6股+0.09% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.05% | 0.9% | $372.7万 | 1.3万股 | $326.1万 | 1.0万股 | +2,601股+25.03% | 加仓 |
| PPacer基金信托COWZ |
| 1.02% | 0.84% | $362.5万 | 5.8万股 | $304.0万 | 5.1万股 | +7,427股+14.70% | 加仓 |
 博通AVGO |
| 0.99% | 1.1% | $353.6万 | 1.1万股 | $399.2万 | 1.2万股 | -107股-0.93% | 减仓 |
| MMORGAN STANLEY ETF TRUSTCVLC |
| 0.99% | 1.05% | $353.5万 | 4.4万股 | $378.7万 | 4.5万股 | -809股-1.80% | 减仓 |
| SSTATE ST SPDR EURO STOXX 50FEZ |
| 0.92% | 0.83% | $328.3万 | 5.3万股 | $300.8万 | 4.7万股 | +6,171股+13.21% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.88% | 0.83% | $311.5万 | 6.1万股 | $298.4万 | 5.9万股 | +2,530股+4.32% | 加仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.83% | 0.53% | $293.6万 | 6,187股 | $191.5万 | 6,669股 | -482股-7.23% | 减仓 |
| F第一信托·USTCIBR |
| 0.78% | 0.98% | $276.3万 | 4.4万股 | $352.8万 | 4.9万股 | -5,304股-10.74% | 减仓 |
 礼来LLY |
| 0.69% | 0.79% | $246.6万 | 2,681股 | $285.5万 | 2,657股 | +24股+0.90% | 加仓 |
| V先锋领航指数基金VOO |
| 0.65% | 0.67% | $231.3万 | 3,871股 | $242.4万 | 3,866股 | +5股+0.13% | 加仓 |
| IIBMIBM |
| 0.59% | 0.74% | $209.3万 | 8,634股 | $265.7万 | 8,969股 | -335股-3.74% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.53% | 0.55% | $186.9万 | 3,900股 | $198.6万 | 3,952股 | -52股-1.32% | 减仓 |
 摩根大通JPM |
| 0.48% | 0.54% | $169.1万 | 5,750股 | $194.6万 | 6,039股 | -289股-4.79% | 减仓 |
 VisaV |
| 0.46% | 0.53% | $163.7万 | 5,417股 | $193.0万 | 5,503股 | -86股-1.56% | 减仓 |
 GE VernovaGEV |
| 0.46% | 0.32% | $162.4万 | 1,860股 | $115.9万 | 1,773股 | +87股+4.91% | 加仓 |
| IiShares安硕信托IVW |
| 0.43% | 0.46% | $153.6万 | 1.4万股 | $165.9万 | 1.3万股 | +127股+0.94% | 加仓 |
| N新纪元能源NEE |
| 0.4% | 0.33% | $141.9万 | 1.5万股 | $120.3万 | 1.5万股 | +286股+1.91% | 加仓 |
| FFUNDSTRAT GRANNYGRNY |
| 0.37% | 0.32% | $130.7万 | 5.5万股 | $116.3万 | 4.7万股 | +7,779股+16.57% | 加仓 |
| IiShares安硕信托EUSB |
| 0.34% | 0.27% | $120.9万 | 2.8万股 | $95.8万 | 2.2万股 | +5,974股+27.39% | 加仓 |
 GE航空GE |
| 0.34% | 0.36% | $120.0万 | 4,228股 | $130.1万 | 4,225股 | +3股+0.07% | 加仓 |
 特斯拉TSLA |
| 0.34% | 0.37% | $119.3万 | 3,210股 | $135.2万 | 3,006股 | +204股+6.79% | 加仓 |
 雪佛龙CVX |
| 0.32% | 0.23% | $113.0万 | 5,459股 | $82.5万 | 5,411股 | +48股+0.89% | 加仓 |
| IiShares安硕信托USXF |
| 0.31% | 0.34% | $111.3万 | 2.0万股 | $122.7万 | 2.1万股 | -1,141股-5.36% | 减仓 |
| IiShares安硕信托IVV |
| 0.31% | 0.32% | $109.6万 | 1,678股 | $116.6万 | 1,702股 | -24股-1.41% | 减仓 |
| NNUSHARES ETF TRNULG |
| 0.3% | 0.34% | $107.8万 | 1.2万股 | $121.3万 | 1.2万股 | -546股-4.40% | 减仓 |
 黑石集团BX |
| 0.29% | 0.49% | $103.9万 | 9,033股 | $178.2万 | 1.2万股 | -2,529股-21.87% | 减仓 |
| CCALVERT US MID-CAP CORE RESPONSIBLE INDEX ETFCVMC |
| 0.27% | 0.12% | $97.2万 | 1.5万股 | $41.6万 | 6,481股 | +8,705股+134.32% | 加仓 |
