| V先锋领航指数基金VOO |
| 6.41% | 7.11% | $1,925.5万 | 2.8万股 | $1,707.9万 | 2.9万股 | -547股-1.91% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.15% | 5.18% | $1,545.8万 | 4.4万股 | $1,245.3万 | 4.3万股 | +336股+0.77% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.2% | 4.58% | $1,262.0万 | 1.7万股 | $1,100.3万 | 1.7万股 | -19股-0.11% | 减仓 |
| GGlobal X基金XYLD |
| 4.16% | 4.38% | $1,249.1万 | 30.6万股 | $1,051.4万 | 26.9万股 | +3.8万股+13.97% | 加仓 |
| GGlobal X基金QYLD |
| 4.14% | 4.14% | $1,243.8万 | 67.5万股 | $995.1万 | 58.0万股 | +9.5万股+16.31% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 3.85% | 3.25% | $1,156.0万 | 18.8万股 | $781.5万 | 14.1万股 | +4.7万股+33.62% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.75% | 2.84% | $826.0万 | 2.7万股 | $681.8万 | 2.7万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.42% | 2.83% | $726.9万 | 7.0万股 | $679.7万 | 7.0万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 2.31% | 2.09% | $692.5万 | 3.5万股 | $502.1万 | 2.9万股 | +5,819股+20.21% | 加仓 |
 苹果AAPL |
| 2.19% | 2.12% | $658.3万 | 2.3万股 | $509.7万 | 2.0万股 | +2,670股+13.30% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.86% | 2.04% | $559.1万 | 12.6万股 | $489.8万 | 12.6万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.82% | 1.88% | $545.4万 | 1.5万股 | $451.9万 | 1.6万股 | -453股-2.88% | 减仓 |
| FFIGMAFIG |
| 1.63% | 2.43% | $489.9万 | 27.1万股 | $583.1万 | 27.6万股 | -4,989股-1.81% | 减仓 |
 美光科技MU |
| 1.31% | 0.61% | $392.5万 | 3,400股 | $147.1万 | 4,353股 | -953股-21.89% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.17% | 1.27% | $351.3万 | 4.3万股 | $304.0万 | 4.3万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.11% | 0.82% | $334.5万 | 1.4万股 | $196.1万 | 9,415股 | +4,619股+49.06% | 加仓 |
 微软MSFT |
| 1.09% | 0.87% | $328.7万 | 8,812股 | $209.5万 | 5,659股 | +3,153股+55.72% | 加仓 |
| IiShares安硕信托IVV |
| 1.06% | 1.15% | $316.9万 | 4,231股 | $276.4万 | 4,231股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.91% | 0.76% | $271.8万 | 6,272股 | $183.4万 | 8,583股 | -2,311股-26.93% | 减仓 |
| IiShares安硕信托DVY |
| 0.88% | 1.07% | $264.5万 | 1.7万股 | $256.2万 | 1.7万股 | 00.00% | 持仓不变 |
| CCOMFORT SYS USAFIX |
| 0.79% | 0.7% | $238.4万 | 1,203股 | $167.4万 | 1,214股 | -11股-0.91% | 减仓 |
 特斯拉TSLA |
| 0.77% | 0.34% | $230.6万 | 5,482股 | $81.0万 | 2,178股 | +3,304股+151.70% | 加仓 |
 西部数据WDC |
| 0.72% | 0.52% | $215.8万 | 3,378股 | $124.5万 | 4,604股 | -1,226股-26.63% | 减仓 |
 默沙东MRK |
| 0.7% | 0.93% | $209.8万 | 1.6万股 | $223.3万 | 1.9万股 | -2,237股-12.05% | 减仓 |
 HUNT J B TRANS SVCSJBHT |
| 0.69% | 0.64% | $206.7万 | 7,140股 | $154.1万 | 7,271股 | -131股-1.80% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.62% | 0.78% | $186.8万 | 3.3万股 | $187.5万 | 3.3万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.6% | 0.58% | $181.3万 | 4,800股 | $139.9万 | 4,519股 | +281股+6.22% | 加仓 |
 英特尔INTC |
| 0.57% | 0.47% | $171.1万 | 1.2万股 | $112.7万 | 2.6万股 | -1.3万股-52.04% | 减仓 |
 爱迪生国际EIX |
| 0.57% | 0.78% | $170.9万 | 2.3万股 | $186.3万 | 2.5万股 | -2,508股-9.85% | 减仓 |
 TECHNIPFMC COMFTI |
| 0.52% | 0.69% | $157.1万 | 2.4万股 | $166.1万 | 2.4万股 | -334股-1.39% | 减仓 |
 CHUBB LIMITEDCB |
| 0.52% | 0.62% | $155.9万 | 4,575股 | $147.9万 | 4,539股 | +36股+0.79% | 加仓 |
 联邦快递FDX |
| 0.51% | 0.77% | $153.8万 | 4,913股 | $184.2万 | 5,172股 | -259股-5.01% | 减仓 |
| IiShares安硕信托SGOV |
| 0.48% | — | $142.9万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| BBILLIONTOONEBLLN |
| 0.46% | — | $137.4万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 百时美施贵宝BMY |
| 0.43% | 0.59% | $128.8万 | 2.2万股 | $140.8万 | 2.3万股 | -858股-3.70% | 减仓 |
 AMD超威AMD |
| 0.43% | 0.2% | $128.1万 | 2,205股 | $48.2万 | 2,371股 | -166股-7.00% | 减仓 |
 自由港麦克莫兰FCX |
| 0.43% | 0.47% | $127.8万 | 2.0万股 | $113.4万 | 1.9万股 | +1,029股+5.34% | 加仓 |
| WWORLD GOLD TRGLD |
| 0.41% | 0.6% | $124.4万 | 1.6万股 | $145.1万 | 1.6万股 | 00.00% | 持仓不变 |
 CENTENE DEL COMCNC |
| 0.4% | 0.27% | $120.8万 | 1.9万股 | $65.4万 | 2.0万股 | -1,174股-5.87% | 减仓 |
 太平洋煤电PCG |
| 0.4% | 0.55% | $120.7万 | 7.2万股 | $131.8万 | 7.5万股 | -3,293股-4.39% | 减仓 |
| SSANDISK COMSNDK |
| 0.39% | 0.37% | $118.5万 | 521股 | $88.1万 | 1,387股 | -866股-62.44% | 减仓 |
 Meta平台META |
| 0.38% | 0.3% | $115.4万 | 2,049股 | $73.1万 | 1,277股 | +772股+60.45% | 加仓 |
| SSPDR黄金信托GLD |
| 0.37% | 0.54% | $110.5万 | 2,999股 | $129.0万 | 2,999股 | 00.00% | 持仓不变 |
 AIRBNB COM CL AABNB |
| 0.37% | 0.35% | $110.1万 | 7,695股 | $84.3万 | 6,678股 | +1,017股+15.23% | 加仓 |
 通用汽车GM |
| 0.36% | 0.42% | $108.7万 | 1.4万股 | $101.0万 | 1.4万股 | +542股+4.00% | 加仓 |
 Phillips 66PSX |
| 0.36% | 0.45% | $108.5万 | 6,420股 | $108.0万 | 5,927股 | +493股+8.32% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.36% | 0.2% | $108.2万 | 2,162股 | $47.0万 | 980股 | +1,182股+120.61% | 加仓 |
 礼来LLY |
| 0.35% | 0.23% | $106.1万 | 885股 | $54.8万 | 596股 | +289股+48.49% | 加仓 |
| TTERADYNETER |
| 0.35% | 0.26% | $103.7万 | 2,144股 | $62.0万 | 2,093股 | +51股+2.44% | 加仓 |
 康明斯CMI |
| 0.35% | 0.29% | $103.6万 | 1,453股 | $70.6万 | 1,313股 | +140股+10.66% | 加仓 |
