| I景顺·NASDAQ 100 ETFQQQM |
| 17.58% | 15.72% | $6,456.1万 | 21.3万股 | $5,064.4万 | 21.3万股 | -36股-0.02% | 减仓 |
| S嘉信策略信托SCHD |
| 15.45% | 16.91% | $5,672.3万 | 178.9万股 | $5,447.1万 | 177.5万股 | +1.3万股+0.75% | 加仓 |
| V先锋领航指数基金VB |
| 10.7% | 10.5% | $3,928.2万 | 13.0万股 | $3,382.7万 | 12.9万股 | +441股+0.34% | 加仓 |
| V先锋领航指数基金VNQ |
| 6.45% | 7.28% | $2,369.7万 | 24.6万股 | $2,346.0万 | 26.4万股 | -1.9万股-7.09% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 6% | 6.58% | $2,203.4万 | 37.4万股 | $2,120.5万 | 35.6万股 | +1.7万股+4.91% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 4.84% | 5.49% | $1,776.7万 | 22.5万股 | $1,767.3万 | 22.3万股 | +1,867股+0.84% | 加仓 |
| V先锋领航·TOTALBND |
| 4.48% | 5.06% | $1,643.8万 | 22.4万股 | $1,628.5万 | 22.1万股 | +2,787股+1.26% | 加仓 |
| V先锋领航·MIDVO |
| 4.31% | 4.34% | $1,584.4万 | 19.7万股 | $1,397.0万 | 4.9万股 | +14.8万股+304.26% | 加仓 |
 苹果AAPL |
| 2.73% | 2.7% | $1,002.1万 | 3.5万股 | $869.8万 | 3.4万股 | +360股+1.05% | 加仓 |
 英伟达NVDA |
| 2.4% | 2.38% | $880.4万 | 4.4万股 | $765.9万 | 4.4万股 | +83股+0.19% | 加仓 |
| IiShares安硕信托IOO |
| 1.81% | 1.67% | $663.5万 | 4.9万股 | $537.7万 | 4.4万股 | +4,124股+9.28% | 加仓 |
 科磊KLAC |
| 1.36% | 0.75% | $500.4万 | 1.7万股 | $241.0万 | 1,637股 | +1.5万股+913.13% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.29% | 1.2% | $475.4万 | 1.3万股 | $385.6万 | 1.3万股 | +12股+0.09% | 加仓 |
 微软MSFT |
| 1.25% | 1.3% | $460.4万 | 1.2万股 | $417.8万 | 1.1万股 | +1,053股+9.33% | 加仓 |
 Meta平台META |
| 0.98% | 1.11% | $360.1万 | 6,393股 | $358.7万 | 6,270股 | +123股+1.96% | 加仓 |
 亚马逊AMZN |
| 0.96% | 0.94% | $353.3万 | 1.5万股 | $302.4万 | 1.5万股 | +306股+2.11% | 加仓 |
| IiShares安硕信托IWY |
| 0.71% | 0.75% | $260.3万 | 8,957股 | $240.7万 | 9,672股 | -715股-7.39% | 减仓 |
| G通用动力VTI |
| 0.69% | 0.75% | $252.8万 | 6,831股 | $241.6万 | 7,530股 | -699股-9.28% | 减仓 |
| S嘉信·USSCHA |
| 0.68% | 0.65% | $251.0万 | 6.9万股 | $208.2万 | 7.2万股 | -2,128股-2.97% | 减仓 |
 LOWES COS COMLOW |
| 0.61% | 0.72% | $224.8万 | 1.0万股 | $231.5万 | 9,796股 | +399股+4.07% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.61% | 0.63% | $223.8万 | 4,472股 | $204.5万 | 4,268股 | +204股+4.78% | 加仓 |
 博通AVGO |
| 0.58% | 0.51% | $214.8万 | 5,685股 | $164.1万 | 5,301股 | +384股+7.24% | 加仓 |
 谷歌AGOOGL |
| 0.53% | 0.49% | $196.0万 | 5,483股 | $158.9万 | 5,524股 | -41股-0.74% | 减仓 |
 嘉信理财SCHW |
| 0.48% | 0.52% | $176.8万 | 1.9万股 | $167.6万 | 1.8万股 | +1,326股+7.44% | 加仓 |
 第一资本COF |
| 0.45% | 0.43% | $166.3万 | 8,288股 | $138.4万 | 7,586股 | +702股+9.25% | 加仓 |
| BBANK OF AMERBAC |
| 0.45% | 0.41% | $164.2万 | 2.9万股 | $131.9万 | 2.7万股 | +1,763股+6.52% | 加仓 |
 美光科技MU |
| 0.44% | 0.15% | $160.5万 | 1,391股 | $47.9万 | 1,417股 | -26股-1.83% | 减仓 |
 美国运通AXP |
| 0.44% | 0.42% | $159.9万 | 4,728股 | $134.6万 | 4,451股 | +277股+6.22% | 加仓 |
 摩根大通JPM |
| 0.42% | 0.38% | $154.8万 | 4,729股 | $121.3万 | 4,122股 | +607股+14.73% | 加仓 |
 特斯拉TSLA |
| 0.37% | 0.38% | $136.6万 | 3,248股 | $121.2万 | 3,259股 | -11股-0.34% | 减仓 |
 好市多COST |
| 0.37% | 0.44% | $134.9万 | 1,442股 | $142.5万 | 1,431股 | +11股+0.77% | 加仓 |
 星座品牌STZ |
| 0.34% | 0.4% | $126.6万 | 9,104股 | $128.9万 | 8,590股 | +514股+5.98% | 加仓 |
 应用材料AMAT |
| 0.34% | 0.19% | $126.2万 | 1,746股 | $60.0万 | 1,754股 | -8股-0.46% | 减仓 |
 VisaV |
| 0.34% | 0.33% | $124.8万 | 3,637股 | $107.5万 | 3,558股 | +79股+2.22% | 加仓 |
 泛林集团LRCX |
| 0.34% | 0.19% | $124.7万 | 2,877股 | $61.6万 | 2,885股 | -8股-0.28% | 减仓 |
| IiShares安硕信托IVLU |
| 0.34% | 0.08% | $123.8万 | 3.0万股 | $25.5万 | 6,433股 | +2.3万股+360.19% | 加仓 |
 优步UBER |
| 0.31% | 0.33% | $113.9万 | 1.6万股 | $106.0万 | 1.5万股 | +1,048股+7.11% | 加仓 |
| S道富SPYM |
| 0.31% | 0.34% | $113.5万 | 1.3万股 | $110.9万 | 1.4万股 | -1,566股-10.81% | 减仓 |
 万事达MA |
| 0.27% | 0.29% | $101.0万 | 1,966股 | $93.0万 | 1,861股 | +105股+5.64% | 加仓 |
 AMD超威AMD |
| 0.25% | 0.09% | $92.5万 | 1,592股 | $30.5万 | 1,499股 | +93股+6.20% | 加仓 |
| V先锋领航指数基金VOO |
| 0.24% | 0.18% | $87.3万 | 1,271股 | $59.2万 | 990股 | +281股+28.38% | 加仓 |
 雪佛龙CVX |
| 0.22% | 0.29% | $80.1万 | 4,829股 | $94.0万 | 4,542股 | +287股+6.32% | 加仓 |
 礼来LLY |
| 0.2% | 0.15% | $72.2万 | 602股 | $49.6万 | 539股 | +63股+11.69% | 加仓 |
 ChipotleCMG |
| 0.2% | 0.19% | $72.2万 | 2.1万股 | $62.1万 | 1.9万股 | +1,814股+9.34% | 加仓 |
| I景顺QQQ信托VOO |
| 0.2% | 0.19% | $71.8万 | 975股 | $60.9万 | 1,055股 | -80股-7.58% | 减仓 |
 UMB FINLUMBF |
| 0.19% | 0.18% | $71.5万 | 5,009股 | $56.5万 | 5,008股 | +1股+0.02% | 加仓 |
 露露乐蒙LULU |
| 0.19% | 0.25% | $69.6万 | 6,100股 | $79.9万 | 5,219股 | +881股+16.88% | 加仓 |
 沃尔玛WMT |
| 0.17% | 0.22% | $64.2万 | 5,673股 | $71.5万 | 5,754股 | -81股-1.41% | 减仓 |
| SSANDISK COMSNDK |
| 0.16% | — | $60.0万 | 264股 | $0 | 0股 | +264股 | 新买入 |
 耐克NKE |
| 0.16% | 0.2% | $59.1万 | 1.4万股 | $63.0万 | 1.2万股 | +2,468股+20.70% | 加仓 |
