| V先锋领航·FTSEVEA |
| 5.22% | 5.62% | $2,930.6万 | 41.1万股 | $2,663.5万 | 41.6万股 | -4,345股-1.05% | 减仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 4.87% | 4.17% | $2,731.3万 | 20.3万股 | $1,974.4万 | 16.8万股 | +3.4万股+20.32% | 加仓 |
| IiShares安硕信托IVV |
| 4.85% | 5.51% | $2,722.9万 | 3.6万股 | $2,612.4万 | 4.0万股 | -3,634股-9.09% | 减仓 |
 英伟达NVDA |
| 3.69% | 3.6% | $2,069.7万 | 10.3万股 | $1,708.2万 | 9.8万股 | +5,499股+5.61% | 加仓 |
 苹果AAPL |
| 3.23% | 3.16% | $1,813.1万 | 6.3万股 | $1,496.0万 | 5.9万股 | +3,712股+6.30% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.66% | 2.88% | $1,489.7万 | 25.0万股 | $1,364.4万 | 25.2万股 | -2,864股-1.13% | 减仓 |
 微软MSFT |
| 2.02% | 2.33% | $1,133.3万 | 3.0万股 | $1,103.8万 | 3.0万股 | +563股+1.89% | 加仓 |
 亚马逊AMZN |
| 1.8% | 1.79% | $1,012.1万 | 4.2万股 | $847.7万 | 4.1万股 | +1,762股+4.33% | 加仓 |
| V先锋领航·MIDVO |
| 1.79% | 2.2% | $1,003.8万 | 12.5万股 | $1,043.2万 | 3.6万股 | +8.8万股+242.99% | 加仓 |
| IiShares安硕·COREIJR |
| 1.68% | 1.66% | $945.1万 | 6.4万股 | $785.7万 | 6.3万股 | +515股+0.81% | 加仓 |
 谷歌AGOOGL |
| 1.68% | 1.61% | $940.7万 | 2.6万股 | $763.9万 | 2.7万股 | -244股-0.92% | 减仓 |
| IiShares安硕·AAA CLO ACTIVE ETFCLOA |
| 1.67% | 1.96% | $939.1万 | 18.1万股 | $930.7万 | 18.0万股 | +1,367股+0.76% | 加仓 |
| J摩根大通交易所交易基金JPLD |
| 1.43% | 1.49% | $800.9万 | 15.3万股 | $704.5万 | 13.5万股 | +1.8万股+13.69% | 加仓 |
| SSIMPLIFY EXCHANGE TRADED FUNDS HIGH YIELD ETFCDX |
| 1.41% | 1.79% | $791.8万 | 37.5万股 | $846.2万 | 39.7万股 | -2.2万股-5.44% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.3% | 1.37% | $727.0万 | 1.5万股 | $650.7万 | 1.4万股 | +948股+6.98% | 加仓 |
 博通AVGO |
| 1.17% | 1.06% | $654.9万 | 1.7万股 | $501.5万 | 1.6万股 | +1,133股+6.99% | 加仓 |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 1.13% | 1.2% | $635.2万 | 12.5万股 | $567.6万 | 11.1万股 | +1.3万股+12.00% | 加仓 |
 美光科技MU |
| 1.13% | 0.38% | $631.5万 | 5,471股 | $179.0万 | 5,296股 | +175股+3.30% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.12% | 1.02% | $625.9万 | 1.8万股 | $484.5万 | 1.7万股 | +826股+4.89% | 加仓 |
| C资本集团固定收益ETF信托CGMS |
| 1.07% | 1.12% | $598.4万 | 21.9万股 | $530.8万 | 19.5万股 | +2.4万股+12.32% | 加仓 |
 卡特彼勒CAT |
| 1.06% | 0.8% | $594.1万 | 5,579股 | $380.8万 | 5,375股 | +204股+3.80% | 加仓 |
 特斯拉TSLA |
| 1.03% | 1% | $578.9万 | 1.4万股 | $474.1万 | 1.3万股 | +1,012股+7.94% | 加仓 |
 Meta平台META |
| 0.99% | 1.21% | $555.9万 | 9,869股 | $575.4万 | 1.0万股 | -188股-1.87% | 减仓 |
| IiShares安硕信托EFV |
| 0.95% | 1.08% | $530.3万 | 6.9万股 | $513.3万 | 6.9万股 | +238股+0.34% | 加仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 0.8% | 0.9% | $449.1万 | 9.8万股 | $428.5万 | 9.9万股 | -1,081股-1.09% | 减仓 |
 埃克森美孚XOM |
| 0.79% | 1.09% | $442.4万 | 3.2万股 | $517.1万 | 3.0万股 | +1,881股+6.17% | 加仓 |
 AMD超威AMD |
| 0.76% | 0.31% | $428.6万 | 7,379股 | $147.0万 | 7,224股 | +155股+2.15% | 加仓 |
| G高盛ETF信托GSID |
| 0.73% | 0.82% | $411.5万 | 5.5万股 | $386.7万 | 5.5万股 | -566股-1.02% | 减仓 |
| G通用动力VTI |
| 0.73% | 0.8% | $411.2万 | 1.1万股 | $380.7万 | 1.2万股 | -758股-6.39% | 减仓 |
| IiShares安硕信托ICSH |
| 0.71% | 0.74% | $399.5万 | 7.9万股 | $352.7万 | 7.0万股 | +9,252股+13.28% | 加仓 |
 礼来LLY |
| 0.66% | 0.57% | $369.5万 | 3,080股 | $271.5万 | 2,952股 | +128股+4.34% | 加仓 |
 沃尔玛WMT |
| 0.64% | 0.77% | $361.4万 | 3.2万股 | $363.2万 | 2.9万股 | +2,741股+9.40% | 加仓 |
| DDimensional维度ETF信托DFSE |
| 0.63% | 0.67% | $355.1万 | 7.3万股 | $315.2万 | 7.4万股 | -1,731股-2.33% | 减仓 |
 摩根大通JPM |
| 0.61% | 0.59% | $339.7万 | 1.0万股 | $277.9万 | 9,448股 | +929股+9.83% | 加仓 |
 VisaV |
| 0.52% | 0.49% | $289.2万 | 8,429股 | $231.9万 | 7,672股 | +757股+9.87% | 加仓 |
| V先锋领航指数基金VOO |
| 0.51% | 0.48% | $288.2万 | 4,196股 | $229.1万 | 3,834股 | +362股+9.44% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.49% | 0.5% | $275.4万 | 4.5万股 | $235.4万 | 4.2万股 | +2,409股+5.68% | 加仓 |
| IISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETFBALI |
| 0.49% | 0.51% | $273.1万 | 8.1万股 | $239.5万 | 7.8万股 | +2,983股+3.84% | 加仓 |
| I景顺·RAFI DEVELOPED MARKETS EX-U.S. ETFPXF |
| 0.48% | 0.54% | $268.8万 | 3.6万股 | $254.0万 | 3.6万股 | -799股-2.20% | 减仓 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 0.46% | 0.47% | $260.8万 | 5.3万股 | $221.0万 | 5.5万股 | -2,086股-3.78% | 减仓 |
 应用材料AMAT |
| 0.44% | 0.24% | $249.6万 | 3,452股 | $114.7万 | 3,356股 | +96股+2.86% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.43% | 0.5% | $243.4万 | 7.1万股 | $235.8万 | 7.3万股 | -1,861股-2.54% | 减仓 |
 CrowdStrikeCRWD |
| 0.41% | 0.25% | $228.7万 | 2,997股 | $117.7万 | 3,014股 | -17股-0.56% | 减仓 |
| I景顺·RAFI EMERGING MARKETS ETFPXH |
| 0.41% | 0.47% | $227.4万 | 8.2万股 | $222.4万 | 8.3万股 | -1,083股-1.31% | 减仓 |
 思科CSCO |
| 0.39% | 0.29% | $218.8万 | 1.9万股 | $139.7万 | 1.8万股 | +620股+3.44% | 加仓 |
 好市多COST |
| 0.39% | 0.48% | $218.4万 | 2,334股 | $226.9万 | 2,277股 | +57股+2.50% | 加仓 |
| IiShares安硕信托DGRO |
| 0.38% | 0.42% | $213.5万 | 2.8万股 | $197.4万 | 2.8万股 | +42股+0.15% | 加仓 |
 泛林集团LRCX |
| 0.38% | 0.21% | $212.8万 | 4,908股 | $99.3万 | 4,641股 | +267股+5.75% | 加仓 |
 台积电TSM |
| 0.37% | 0.31% | $207.1万 | 4,328股 | $147.6万 | 4,356股 | -28股-0.64% | 减仓 |
 英特尔INTC |
| 0.36% | 0.13% | $203.8万 | 1.5万股 | $61.4万 | 1.4万股 | +671股+4.82% | 加仓 |
