| V先锋领航·FTSEVEA |
| 10.34% | 10.04% | $1,855.2万 | 26.0万股 | $1,659.0万 | 25.9万股 | +1,481股+0.57% | 加仓 |
| V先锋领航·TOTALBND |
| 8.48% | 8.99% | $1,520.7万 | 20.7万股 | $1,485.5万 | 20.2万股 | +5,425股+2.69% | 加仓 |
| IiShares安硕信托IEI |
| 8.43% | 9.08% | $1,513.2万 | 12.9万股 | $1,500.6万 | 12.7万股 | +2,307股+1.82% | 加仓 |
| V先锋领航·TOTALBNDX |
| 4.97% | 5.03% | $892.1万 | 18.4万股 | $831.7万 | 17.3万股 | +1.1万股+6.42% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.4% | 4.3% | $789.3万 | 13.2万股 | $709.9万 | 13.1万股 | +884股+0.67% | 加仓 |
 苹果AAPL |
| 3.21% | 3.02% | $575.4万 | 2.0万股 | $498.9万 | 2.0万股 | +226股+1.15% | 加仓 |
| SSPDR黄金信托GLD |
| 2.62% | 3.28% | $470.3万 | 1.3万股 | $541.7万 | 1.3万股 | +177股+1.41% | 加仓 |
 微软MSFT |
| 2.54% | 2.28% | $456.0万 | 1.2万股 | $377.4万 | 1.0万股 | +2,029股+19.90% | 加仓 |
 威瑞森VZ |
| 2.2% | 2.43% | $395.6万 | 9.3万股 | $402.0万 | 8.0万股 | +1.3万股+16.68% | 加仓 |
 联合太平洋铁路UNP |
| 2.1% | 2.03% | $376.3万 | 1.4万股 | $334.9万 | 1.4万股 | +31股+0.22% | 加仓 |
 默沙东MRK |
| 2.1% | 2.11% | $376.1万 | 2.9万股 | $349.3万 | 2.9万股 | +229股+0.79% | 加仓 |
 星巴克SBUX |
| 2.08% | 1.97% | $372.8万 | 3.6万股 | $326.1万 | 3.6万股 | +88股+0.24% | 加仓 |
 PUBLIC STORAGE COMPSA |
| 2.02% | 1.85% | $363.3万 | 1.1万股 | $305.9万 | 1.1万股 | +120股+1.06% | 加仓 |
 可口可乐KO |
| 2.01% | 2.04% | $360.8万 | 4.4万股 | $336.6万 | 4.4万股 | +137股+0.31% | 加仓 |
 好市多COST |
| 2.01% | 2.39% | $359.9万 | 3,847股 | $394.6万 | 3,960股 | -113股-2.85% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 2% | 2.27% | $359.1万 | 11.2万股 | $375.8万 | 11.2万股 | +240股+0.21% | 加仓 |
 卡特彼勒CAT |
| 1.99% | 2.11% | $357.0万 | 3,353股 | $348.5万 | 4,919股 | -1,566股-31.84% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.96% | 1.99% | $352.1万 | 7,037股 | $329.2万 | 6,869股 | +168股+2.45% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.94% | 1.69% | $347.7万 | 9,839股 | $279.8万 | 9,754股 | +85股+0.87% | 加仓 |
 AFLAC COMAFL |
| 1.92% | 1.93% | $344.9万 | 2.9万股 | $318.8万 | 2.9万股 | +355股+1.22% | 加仓 |
 摩根大通JPM |
| 1.9% | 1.81% | $340.6万 | 1.0万股 | $299.9万 | 1.0万股 | +210股+2.06% | 加仓 |
 AES COMAES |
| 1.89% | 1.95% | $339.6万 | 23.2万股 | $321.5万 | 22.8万股 | +3,499股+1.53% | 加仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 1.81% | 1.96% | $324.6万 | 10.5万股 | $324.3万 | 10.5万股 | -128股-0.12% | 减仓 |
| S道富SPYM |
| 1.6% | 1.47% | $287.0万 | 3.3万股 | $242.9万 | 3.2万股 | +926股+2.92% | 加仓 |
 NUVEEN AMT FREE MUN CR FNVG |
| 1.44% | 1.42% | $259.1万 | 20.2万股 | $235.3万 | 19.1万股 | +1.2万股+6.08% | 加仓 |
 英伟达NVDA |
| 1.28% | 1.22% | $229.3万 | 1.1万股 | $201.3万 | 1.2万股 | -78股-0.68% | 减仓 |
 泛林集团LRCX |
| 1.27% | 1.03% | $227.5万 | 5,250股 | $169.5万 | 7,934股 | -2,684股-33.83% | 减仓 |
 ROCKET COS COM CL ARKT |
| 1.25% | 0.68% | $223.7万 | 14.2万股 | $112.2万 | 7.9万股 | +6.3万股+80.37% | 加仓 |
 亚马逊AMZN |
| 1.2% | 1.14% | $216.0万 | 9,062股 | $189.1万 | 9,079股 | -17股-0.19% | 减仓 |
| RRAMBUS DELRMBS |
| 1.16% | 0.82% | $208.7万 | 1.6万股 | $135.6万 | 1.6万股 | -39股-0.25% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1% | 1.22% | $179.0万 | 4,148股 | $201.4万 | 1.2万股 | -8,123股-66.20% | 减仓 |
 QUANTA SVCSPWR |
| 0.99% | 1.15% | $177.1万 | 2,459股 | $189.4万 | 3,449股 | -990股-28.70% | 减仓 |
 VisaV |
| 0.92% | 0.86% | $165.2万 | 4,816股 | $142.4万 | 4,710股 | +106股+2.25% | 加仓 |
 VeevaVEEV |
| 0.91% | 0.7% | $163.0万 | 9,185股 | $115.6万 | 6,580股 | +2,605股+39.59% | 加仓 |
 德文能源DVN |
| 0.89% | 1.16% | $160.0万 | 3.9万股 | $192.4万 | 3.8万股 | +475股+1.24% | 加仓 |
 NeurocrineNBIX |
| 0.88% | — | $158.3万 | 9,390股 | $0 | 0股 | +9,390股 | 新买入 |
 T-MOBILE US COMTMUS |
| 0.87% | 0.97% | $155.4万 | 9,267股 | $160.5万 | 7,644股 | +1,623股+21.23% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.86% | 1.03% | $154.9万 | 1.2万股 | $169.5万 | 1.2万股 | +99股+0.81% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.83% | 0.6% | $149.7万 | 4.5万股 | $99.3万 | 2.6万股 | +1.9万股+73.95% | 加仓 |
 Meta平台META |
| 0.83% | 0.91% | $148.9万 | 2,643股 | $151.1万 | 2,641股 | +2股+0.08% | 加仓 |
 NETFLIXNFLX |
| 0.73% | 1.05% | $130.2万 | 1.8万股 | $173.6万 | 1.8万股 | +188股+1.04% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.72% | 0.72% | $129.5万 | 1.1万股 | $118.9万 | 1.1万股 | +276股+2.59% | 加仓 |
 NUVEEN MUN CR INCOME FD COM SH BEN INTNZF |
| 0.49% | 0.51% | $87.8万 | 6.9万股 | $84.8万 | 7.0万股 | -328股-0.47% | 减仓 |
 COLUMBIA BKG SYSCOLB |
| 0.41% | 0.39% | $74.4万 | 2.3万股 | $63.6万 | 2.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托AOA |
| 0.2% | 0.2% | $36.7万 | 3,764股 | $33.3万 | 3,764股 | 00.00% | 持仓不变 |
 NUVEEN QUALITY MUNCP INCOME FDNAD |
| 0.19% | 0.2% | $34.8万 | 2.9万股 | $33.0万 | 2.9万股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 0.18% | 0.23% | $32.8万 | 4,350股 | $38.3万 | 4,350股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.17% | 0.18% | $30.9万 | 3,615股 | $30.1万 | 3,906股 | -291股-7.45% | 减仓 |
 谷歌AGOOGL |
| 0.17% | 0.14% | $29.7万 | 832股 | $23.9万 | 832股 | 00.00% | 持仓不变 |
 ANNALY CAPITAL MANAGEMENT COM NEWNLY |
| 0.15% | 0.08% | $26.1万 | 1.2万股 | $12.7万 | 6,016股 | +5,653股+93.97% | 加仓 |
