| V先锋领航·FTSEVEA |
| 30.37% | 3.2% | $710.7万 | 15.0万股 | $7.4万 | 1,444股 | +14.8万股+10,258.80% | 加仓 |
| SSPDR黄金信托GLD |
| 17% | 0.83% | $397.8万 | 2.2万股 | $1.9万 | 112股 | +2.2万股+19,593.75% | 加仓 |
| IiShares安硕·COREIJH |
| 12.14% | 0.13% | $284.0万 | 1.1万股 | $2,999 | 10股 | +1.1万股+108,710.00% | 加仓 |
| IiShares安硕信托REZ |
| 10.97% | 0.57% | $256.7万 | 2.6万股 | $1.3万 | 134股 | +2.6万股+19,525.37% | 加仓 |
| V先锋领航·FSTEVWO |
| 10.17% | 1.37% | $237.9万 | 5.2万股 | $3.2万 | 639股 | +5.1万股+7,969.01% | 加仓 |
| PPimco Active Bond ETFBOND |
| 6.62% | 0.34% | $154.8万 | 1.5万股 | $7,739 | 71股 | +1.5万股+21,657.75% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.36% | 2.48% | $55.3万 | 1,233股 | $5.7万 | 120股 | +1,113股+927.50% | 加仓 |
| V先锋领航指数基金VUG |
| 1.52% | 0.88% | $35.6万 | 1,261股 | $2.0万 | 63股 | +1,198股+1,901.59% | 加仓 |
| S道富SPSM |
| 1.26% | 0.14% | $29.6万 | 7,236股 | $3,218 | 72股 | +7,164股+9,950.00% | 加仓 |
 霍尼韦尔HON |
| 0.94% | 10.28% | $21.9万 | 1,135股 | $23.7万 | 1,135股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.78% | 9.01% | $18.2万 | 742股 | $20.7万 | 823股 | -81股-9.84% | 减仓 |
 辉瑞PFE |
| 0.62% | 6.73% | $14.5万 | 2,625股 | $15.5万 | 2,625股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.59% | 6.26% | $13.9万 | 885股 | $14.4万 | 800股 | +85股+10.63% | 加仓 |
 艾伯维ABBV |
| 0.54% | 4.28% | $12.6万 | 727股 | $9.8万 | 727股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 0.5% | 4.06% | $11.6万 | 1,500股 | $9.4万 | 1,500股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.47% | 5.38% | $11.1万 | 368股 | $12.4万 | 368股 | 00.00% | 持仓不变 |
 宣伟SHW |
| 0.45% | 6.1% | $10.5万 | 399股 | $14.1万 | 399股 | 00.00% | 持仓不变 |
| S道富MDYV |
| 0.4% | 2.46% | $9.4万 | 1,371股 | $5.7万 | 795股 | +576股+72.45% | 加仓 |
 麦当劳MCD |
| 0.32% | 3.49% | $7.6万 | 300股 | $8.0万 | 300股 | 00.00% | 持仓不变 |
 C3.ai Inc Ordinary Shares - Class AAI |
| 0.23% | 2.71% | $5.4万 | 2,520股 | $6.3万 | 2,000股 | +520股+26.00% | 加仓 |
| IiShares白银信托SLV |
| 0.23% | 2.2% | $5.3万 | 2,350股 | $5.1万 | 2,350股 | 00.00% | 持仓不变 |
| S道富SPYV |
| 0.22% | 1.82% | $5.2万 | 1,250股 | $4.2万 | 1,000股 | +250股+25.00% | 加仓 |
 可口可乐KO |
| 0.22% | 2.08% | $5.1万 | 809股 | $4.8万 | 809股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.21% | 1.78% | $4.8万 | 286股 | $4.1万 | 350股 | -64股-18.29% | 减仓 |
| IIBMIBM |
| 0.16% | 1.67% | $3.7万 | 287股 | $3.8万 | 287股 | 00.00% | 持仓不变 |
 AIRBNB COM CL AABNB |
| 0.14% | 1.45% | $3.3万 | 200股 | $3.3万 | 200股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.14% | 1.28% | $3.2万 | 132股 | $2.9万 | 100股 | +32股+32.00% | 加仓 |
 CVS健康CVS |
| 0.12% | 1.12% | $2.8万 | 270股 | $2.6万 | 250股 | +20股+8.00% | 加仓 |
 史赛克SYK |
| 0.11% | — | $2.5万 | 94股 | $0 | 0股 | +94股 | 新买入 |
| AAT&TT |
| 0.1% | 0.75% | $2.4万 | 992股 | $1.7万 | 700股 | +292股+41.71% | 加仓 |
 亚马逊AMZN |
| 0.08% | — | $1.9万 | 6股 | $0 | 0股 | +6股 | 新买入 |
 保德信金融PRU |
| 0.03% | 0.23% | $6,000 | 48股 | $5,196 | 48股 | 00.00% | 持仓不变 |
 KYNDRYLKD |
| <0.01% | 0.04% | $1,000 | 57股 | $1,032 | 57股 | 00.00% | 持仓不变 |
| QQUANTUM COMPUTINGQUBT |
| <0.01% | 0.06% | $1,000 | 400股 | $1,364 | 400股 | 00.00% | 持仓不变 |
