| V先锋领航·SPECIALIZED FUNDSVIG |
| 11.78% | 11.64% | $1,369.3万 | 5.8万股 | $1,270.0万 | 5.9万股 | -1,182股-2.00% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 11.38% | 12.32% | $1,323.0万 | 26.2万股 | $1,344.5万 | 26.6万股 | -4,036股-1.52% | 减仓 |
| V先锋领航白厅基金VYM |
| 8.33% | 8.47% | $968.3万 | 6.1万股 | $924.4万 | 6.2万股 | -1,149股-1.84% | 减仓 |
| S嘉信策略信托SCHD |
| 4.14% | 4.36% | $481.7万 | 15.2万股 | $476.1万 | 15.5万股 | -3,269股-2.11% | 减仓 |
| V先锋领航·HEALTHVHT |
| 3.87% | 3.79% | $450.3万 | 1.5万股 | $413.3万 | 1.5万股 | -115股-0.76% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.74% | 3.91% | $435.3万 | 8,699股 | $426.4万 | 8,899股 | -200股-2.25% | 减仓 |
 默沙东MRK |
| 3.1% | 3.36% | $360.9万 | 2.8万股 | $366.5万 | 3.0万股 | -2,385股-7.83% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.07% | 2.7% | $357.3万 | 1.0万股 | $294.1万 | 1.0万股 | -140股-1.37% | 减仓 |
 摩根大通JPM |
| 3.05% | 2.99% | $354.5万 | 1.1万股 | $325.9万 | 1.1万股 | -247股-2.23% | 减仓 |
 威瑞森VZ |
| 2.42% | 3.1% | $281.4万 | 6.6万股 | $338.1万 | 6.7万股 | -884股-1.31% | 减仓 |
 苹果AAPL |
| 2.32% | 2.3% | $270.0万 | 9,330股 | $251.4万 | 9,907股 | -577股-5.82% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 2.06% | 2.34% | $240.0万 | 7.5万股 | $255.5万 | 7.6万股 | -1,156股-1.52% | 减仓 |
 ALTRIAMO |
| 1.95% | 1.9% | $226.2万 | 3.1万股 | $207.3万 | 3.1万股 | +24股+0.08% | 加仓 |
 微软MSFT |
| 1.93% | 2.09% | $224.9万 | 6,029股 | $228.0万 | 6,160股 | -131股-2.13% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.77% | 1.43% | $206.3万 | 6.1万股 | $155.6万 | 5.3万股 | +7,559股+14.15% | 加仓 |
 强生JNJ |
| 1.77% | 1.86% | $205.7万 | 8,100股 | $203.0万 | 8,306股 | -206股-2.48% | 减仓 |
 雪佛龙CVX |
| 1.76% | 2.36% | $204.5万 | 1.2万股 | $257.6万 | 1.2万股 | -114股-0.92% | 减仓 |
| BBANK OF AMERBAC |
| 1.61% | 1.5% | $187.0万 | 3.3万股 | $163.6万 | 3.4万股 | -740股-2.21% | 减仓 |
| I景顺QQQ信托VOO |
| 1.57% | — | $182.0万 | 2,471股 | $0 | 0股 | +2,471股 | 新买入 |
 美国合众银行USB |
| 1.45% | 1.34% | $168.8万 | 2.8万股 | $146.4万 | 2.8万股 | -194股-0.69% | 减仓 |
 埃克森美孚XOM |
| 1.41% | 1.88% | $164.4万 | 1.2万股 | $205.7万 | 1.2万股 | -100股-0.82% | 减仓 |
 AMGEN COMAMGN |
| 1.38% | 1.44% | $160.6万 | 4,435股 | $157.5万 | 4,475股 | -40股-0.89% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.3% | — | $150.9万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 亚马逊AMZN |
| 1.21% | 1.14% | $141.0万 | 5,914股 | $124.3万 | 5,968股 | -54股-0.90% | 减仓 |
 Truist金融TFC |
| 1.16% | 0.93% | $134.9万 | 2.7万股 | $101.1万 | 2.2万股 | +5,084股+23.11% | 加仓 |
| AAT&TT |
| 1.02% | 1.47% | $118.3万 | 5.7万股 | $160.8万 | 5.5万股 | +1,700股+3.07% | 加仓 |
| W富国银行WFC |
| 0.95% | 1.01% | $110.0万 | 951股 | $109.8万 | 951股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 0.95% | 0.91% | $110.0万 | 6,081股 | $99.5万 | 6,017股 | +64股+1.06% | 加仓 |
 ONEOKOKE |
| 0.94% | 1.38% | $109.5万 | 1.3万股 | $150.5万 | 1.7万股 | -4,054股-24.35% | 减仓 |
 应用材料AMAT |
| 0.93% | 0.47% | $107.7万 | 1,490股 | $51.8万 | 1,515股 | -25股-1.65% | 减仓 |
 VisaV |
| 0.89% | 0.85% | $103.8万 | 3,026股 | $93.0万 | 3,076股 | -50股-1.63% | 减仓 |
 高盛GS |
| 0.88% | 0.78% | $102.1万 | 1,010股 | $85.5万 | 1,010股 | 00.00% | 持仓不变 |
 慧与HPEHPE |
| 0.86% | 0.79% | $100.3万 | 2.2万股 | $86.5万 | 3.6万股 | -1.4万股-38.74% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.83% | — | $97.0万 | 2,650股 | $0 | 0股 | +2,650股 | 新买入 |
 道明尼能源D |
| 0.82% | 0.79% | $95.1万 | 1.4万股 | $86.4万 | 1.4万股 | -50股-0.36% | 减仓 |
 METLIFE COMMET |
| 0.77% | 0.7% | $89.0万 | 1.1万股 | $76.1万 | 1.1万股 | -250股-2.32% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.76% | 0.71% | $87.8万 | 1,176股 | $78.0万 | 1,200股 | -24股-2.00% | 减仓 |
 杜克能源DUK |
| 0.72% | 0.8% | $84.2万 | 6,651股 | $87.7万 | 6,701股 | -50股-0.75% | 减仓 |
 麦当劳MCD |
| 0.7% | 0.86% | $81.8万 | 3,025股 | $94.0万 | 3,025股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.5% | 0.46% | $57.6万 | 1,557股 | $50.0万 | 1,559股 | -2股-0.13% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.49% | 0.5% | $57.1万 | 6,910股 | $54.2万 | 6,809股 | +101股+1.48% | 加仓 |
 好市多COST |
| 0.46% | 0.54% | $54.0万 | 577股 | $59.0万 | 592股 | -15股-2.53% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.45% | — | $52.7万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 辉瑞PFE |
| 0.45% | 0.57% | $52.3万 | 2.2万股 | $62.5万 | 2.2万股 | -557股-2.50% | 减仓 |
 思科CSCO |
| 0.44% | 0.31% | $51.3万 | 4,364股 | $33.8万 | 4,362股 | +2股+0.05% | 加仓 |
 Meta平台META |
| 0.43% | 0.47% | $50.5万 | 896股 | $51.3万 | 896股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.39% | 0.39% | $45.7万 | 1,073股 | $42.7万 | 1,195股 | -122股-10.21% | 减仓 |
| AAMPLIFY ETF TRDIVO |
| 0.35% | — | $40.7万 | 8,901股 | $0 | 0股 | +8,901股 | 新买入 |
 安费诺APH |
| 0.35% | — | $40.4万 | 2,291股 | $0 | 0股 | +2,291股 | 新买入 |
| AAPA公司APA |
| 0.35% | 0.72% | $40.3万 | 1.2万股 | $78.2万 | 1.8万股 | -6,050股-32.84% | 减仓 |
