| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 4.04% | 5.11% | $1,679.3万 | 72.6万股 | $1,851.2万 | 79.7万股 | -7.1万股-8.93% | 减仓 |
 苹果AAPL |
| 3.66% | 3.68% | $1,522.8万 | 5.3万股 | $1,332.2万 | 5.2万股 | +134股+0.26% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.75% | 3.05% | $1,144.8万 | 13.9万股 | $1,105.4万 | 13.4万股 | +4,893股+3.66% | 加仓 |
| V先锋领航白厅基金VNQ |
| 2.69% | 2.65% | $1,117.8万 | 12.0万股 | $958.2万 | 10.8万股 | +1.1万股+10.42% | 加仓 |
| SSPDR道富指数基金SPEM |
| 2.59% | 2.44% | $1,076.6万 | 20.8万股 | $883.7万 | 18.8万股 | +2.0万股+10.37% | 加仓 |
 微软MSFT |
| 2.21% | 2.44% | $920.6万 | 2.5万股 | $884.6万 | 2.4万股 | +782股+3.27% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 1.91% | 1.79% | $795.0万 | 26.5万股 | $648.2万 | 21.6万股 | +4.9万股+22.90% | 加仓 |
 亚马逊AMZN |
| 1.72% | 1.62% | $716.1万 | 3.0万股 | $585.5万 | 2.8万股 | +1,934股+6.88% | 加仓 |
| IISHARES EMERGING MARKETS DIVIDEND ETFDVYE |
| 1.7% | 2.12% | $709.0万 | 22.0万股 | $767.3万 | 22.5万股 | -4,725股-2.10% | 减仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 1.54% | 2.47% | $640.5万 | 8.5万股 | $893.1万 | 12.0万股 | -3.4万股-28.79% | 减仓 |
 英伟达NVDA |
| 1.4% | 1.42% | $582.9万 | 2.9万股 | $513.6万 | 2.9万股 | -316股-1.07% | 减仓 |
 CINCINNATI FINL COMCINF |
| 1.22% | 1.2% | $509.6万 | 2.7万股 | $433.5万 | 2.7万股 | -12股-0.04% | 减仓 |
 美光科技MU |
| 1.21% | 0.37% | $502.7万 | 4,355股 | $132.5万 | 3,921股 | +434股+11.07% | 加仓 |
 特斯拉TSLA |
| 1.2% | 1.21% | $500.4万 | 1.2万股 | $439.4万 | 1.2万股 | +77股+0.65% | 加仓 |
 麦当劳MCD |
| 1.15% | 1.52% | $478.6万 | 1.8万股 | $551.2万 | 1.8万股 | -30股-0.17% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.1% | 1.04% | $458.2万 | 1.3万股 | $375.7万 | 1.3万股 | -128股-0.98% | 减仓 |
 赛富时CRM |
| 0.96% | 1.32% | $399.4万 | 2.5万股 | $478.5万 | 2.6万股 | -139股-0.54% | 减仓 |
 摩根大通JPM |
| 0.95% | 0.91% | $394.5万 | 1.2万股 | $330.3万 | 1.1万股 | +821股+7.31% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.91% | 0.88% | $380.6万 | 11.2万股 | $316.8万 | 10.9万股 | +3,697股+3.40% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.86% | 0.88% | $357.7万 | 3.9万股 | $320.2万 | 3.5万股 | +4,083股+11.68% | 加仓 |
 谷歌AGOOGL |
| 0.84% | 0.82% | $350.1万 | 9,796股 | $298.3万 | 1.0万股 | -577股-5.56% | 减仓 |
 Meta平台META |
| 0.8% | 0.83% | $333.6万 | 5,923股 | $302.2万 | 5,282股 | +641股+12.14% | 加仓 |
| IINSPIRE 100 ETFBIBL |
| 0.79% | 0.81% | $327.1万 | 5.6万股 | $294.5万 | 6.2万股 | -5,798股-9.32% | 减仓 |
| S嘉信策略信托SCHF |
| 0.77% | 0.78% | $321.2万 | 11.6万股 | $283.4万 | 11.5万股 | +1,424股+1.24% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.67% | 0.64% | $278.9万 | 1.2万股 | $230.0万 | 1.1万股 | +1,094股+10.23% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.66% | 0.25% | $272.9万 | 1.0万股 | $89.0万 | 9,477股 | +559股+5.90% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.65% | 0.74% | $269.7万 | 1.5万股 | $267.5万 | 1.6万股 | -1,257股-7.81% | 减仓 |
 埃克森美孚XOM |
| 0.64% | 0.9% | $266.1万 | 1.9万股 | $327.4万 | 1.9万股 | +134股+0.69% | 加仓 |
| IiShares安硕信托AGG |
| 0.64% | 0.74% | $265.2万 | 5.2万股 | $267.8万 | 5.4万股 | -1,108股-2.07% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.63% | 0.63% | $262.2万 | 3,504股 | $227.2万 | 3,486股 | +18股+0.52% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.63% | 0.71% | $260.8万 | 5,212股 | $257.2万 | 5,368股 | -156股-2.91% | 减仓 |
| S嘉信·USSCHP |
| 0.62% | 0.74% | $258.3万 | 9.7万股 | $268.8万 | 10.1万股 | -3,546股-3.51% | 减仓 |
 宣伟SHW |
| 0.62% | 0.74% | $257.4万 | 7,476股 | $266.8万 | 8,319股 | -843股-10.13% | 减仓 |
 REDDIT CL ARDDT |
| 0.6% | 0.54% | $250.0万 | 1.4万股 | $193.9万 | 1.4万股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.59% | 0.66% | $245.9万 | 3.0万股 | $240.4万 | 3.0万股 | -437股-1.45% | 减仓 |
 ROYAL CARIBBEANRCL |
| 0.57% | 0.56% | $236.0万 | 7,432股 | $204.5万 | 7,430股 | +2股+0.03% | 加仓 |
| IiShares白银信托SLV |
| 0.56% | 0.69% | $234.4万 | 4.4万股 | $250.6万 | 3.7万股 | +7,061股+19.20% | 加仓 |
| V先锋领航全球基金MGV |
| 0.55% | 0.56% | $230.4万 | 1.4万股 | $204.6万 | 1.4万股 | -16股-0.11% | 减仓 |
 台积电TSM |
| 0.54% | 0.45% | $226.3万 | 4,733股 | $161.9万 | 4,783股 | -50股-1.05% | 减仓 |
| IiShares安硕信托STIP |
| 0.54% | — | $225.4万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 可口可乐KO |
| 0.54% | 0.51% | $223.8万 | 2.7万股 | $183.4万 | 2.4万股 | +3,404股+14.17% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.54% | 0.52% | $223.6万 | 3.7万股 | $188.3万 | 3.5万股 | +2,628股+7.54% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.53% | 0.58% | $221.1万 | 4.4万股 | $211.3万 | 4.2万股 | +1,968股+4.71% | 加仓 |
 安桥ENB |
| 0.51% | 0.59% | $212.0万 | 3.9万股 | $214.6万 | 4.0万股 | -526股-1.33% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.5% | 0.62% | $208.2万 | 2.7万股 | $224.7万 | 2.9万股 | -1,987股-6.82% | 减仓 |
 美敦力MDT |
| 0.5% | 0.53% | $206.2万 | 2.6万股 | $192.3万 | 2.2万股 | +4,134股+18.71% | 加仓 |
| V先锋领航指数基金VB |
| 0.48% | 0.46% | $201.8万 | 6,657股 | $166.8万 | 6,368股 | +289股+4.54% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 0.45% | 0.49% | $189.0万 | 1.2万股 | $177.7万 | 1.1万股 | +1,207股+10.70% | 加仓 |
 应用材料AMAT |
| 0.45% | 0.32% | $188.6万 | 2,608股 | $115.3万 | 3,373股 | -765股-22.68% | 减仓 |
| J骏利亨德森JAAA |
| 0.45% | 0.38% | $186.5万 | 3.7万股 | $138.3万 | 2.7万股 | +9,462股+34.52% | 加仓 |
