| SSPDR道富系列信托SPYG |
| 11.93% | 10.94% | $2,466.8万 | 20.7万股 | $2,035.7万 | 20.8万股 | -607股-0.29% | 减仓 |
| SSPDR道富系列信托BIL |
| 8.03% | 9.56% | $1,661.8万 | 18.1万股 | $1,779.2万 | 19.4万股 | -1.3万股-6.60% | 减仓 |
| S道富SPYV |
| 6.66% | 6.76% | $1,378.1万 | 22.7万股 | $1,257.5万 | 22.2万股 | +4,456股+2.00% | 加仓 |
| V先锋领航指数基金VUG |
| 5.84% | 5.43% | $1,208.8万 | 14.0万股 | $1,010.0万 | 2.3万股 | +11.7万股+506.85% | 加仓 |
 AMGEN COMAMGN |
| 4.81% | 5.17% | $995.1万 | 2.7万股 | $961.1万 | 2.7万股 | +164股+0.60% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 3.75% | 3.98% | $776.3万 | 10.1万股 | $740.7万 | 9.6万股 | +4,794股+5.01% | 加仓 |
| SSTATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETFSHM |
| 3.63% | 3.89% | $750.5万 | 15.9万股 | $724.6万 | 15.4万股 | +5,728股+3.73% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.49% | 3.47% | $722.6万 | 3.1万股 | $646.3万 | 3.0万股 | +490股+1.63% | 加仓 |
| S道富SPSM |
| 3.3% | 2.99% | $683.4万 | 11.9万股 | $556.4万 | 11.5万股 | +3,361股+2.92% | 加仓 |
| V先锋领航白厅基金VYM |
| 3.19% | 3.3% | $659.5万 | 4.2万股 | $614.7万 | 4.2万股 | +231股+0.56% | 加仓 |
 苹果AAPL |
| 3.14% | 3.03% | $649.8万 | 2.2万股 | $563.2万 | 2.2万股 | +262股+1.18% | 加仓 |
| S嘉信策略信托SCHD |
| 3.03% | 3.17% | $627.3万 | 19.8万股 | $590.3万 | 19.2万股 | +5,428股+2.82% | 加仓 |
 英伟达NVDA |
| 2.83% | 2.76% | $585.2万 | 2.9万股 | $512.8万 | 2.9万股 | -160股-0.54% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.73% | 2.83% | $564.3万 | 1.1万股 | $527.2万 | 1.1万股 | +276股+2.51% | 加仓 |
| V先锋领航·MIDVO |
| 2.62% | 2.54% | $542.7万 | 6.7万股 | $472.1万 | 1.6万股 | +5.1万股+309.75% | 加仓 |
| IiShares安硕信托IEFA |
| 2.5% | 2.5% | $517.8万 | 5.4万股 | $466.0万 | 5.1万股 | +2,134股+4.15% | 加仓 |
| IiShares安硕信托EFG |
| 2.47% | 2.38% | $511.1万 | 4.1万股 | $442.2万 | 4.0万股 | +1,375股+3.46% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 2.3% | 2.2% | $475.8万 | 3.2万股 | $408.5万 | 3.2万股 | +614股+1.93% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.19% | 2.29% | $453.1万 | 5.5万股 | $425.4万 | 5.1万股 | +3,415股+6.64% | 加仓 |
| SSPDR行业精选信托XLRE |
| 1.83% | 1.94% | $377.7万 | 9.4万股 | $361.2万 | 9.0万股 | +3,769股+4.19% | 加仓 |
| S道富SPIB |
| 1.79% | 1.95% | $369.8万 | 11.1万股 | $363.6万 | 10.8万股 | +2,123股+1.96% | 加仓 |
| S道富SPYM |
| 1.62% | 1.5% | $334.5万 | 3.8万股 | $279.6万 | 3.7万股 | +1,533股+4.20% | 加仓 |
 亚马逊AMZN |
| 1.55% | 1.47% | $320.0万 | 1.3万股 | $272.7万 | 1.3万股 | +333股+2.54% | 加仓 |
 微软MSFT |
| 1.27% | 1.32% | $262.5万 | 7,038股 | $246.2万 | 6,650股 | +388股+5.83% | 加仓 |
| IiShares安硕信托SHYG |
| 1.03% | 1.13% | $213.7万 | 5.0万股 | $209.5万 | 5.0万股 | +880股+1.78% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.01% | 0.98% | $209.1万 | 4.0万股 | $182.6万 | 3.9万股 | +1,455股+3.74% | 加仓 |
 摩根大通JPM |
| 0.98% | 0.95% | $202.6万 | 6,190股 | $176.3万 | 5,995股 | +195股+3.25% | 加仓 |
 博通AVGO |
| 0.76% | 0.7% | $157.2万 | 4,163股 | $130.1万 | 4,204股 | -41股-0.98% | 减仓 |
 Elevance健康ELV |
| 0.69% | 0.59% | $141.8万 | 3,668股 | $110.5万 | 3,776股 | -108股-2.86% | 减仓 |
 沃尔玛WMT |
| 0.65% | 0.76% | $134.6万 | 1.2万股 | $142.2万 | 1.1万股 | +446股+3.90% | 加仓 |
 好市多COST |
| 0.64% | 0.74% | $132.7万 | 1,419股 | $138.3万 | 1,388股 | +31股+2.23% | 加仓 |
 星巴克SBUX |
| 0.58% | 0.54% | $120.2万 | 1.2万股 | $100.5万 | 1.1万股 | +552股+4.92% | 加仓 |
 Meta平台META |
| 0.51% | 0.56% | $104.5万 | 1,855股 | $105.1万 | 1,837股 | +18股+0.98% | 加仓 |
 VisaV |
| 0.42% | 0.27% | $86.4万 | 2,518股 | $50.8万 | 1,679股 | +839股+49.97% | 加仓 |
 艾伯维ABBV |
| 0.41% | 0.38% | $83.8万 | 3,330股 | $70.1万 | 3,225股 | +105股+3.26% | 加仓 |
 思科CSCO |
| 0.32% | 0.23% | $66.1万 | 5,631股 | $43.7万 | 5,628股 | +3股+0.05% | 加仓 |
| PPacer基金信托COWZ |
| 0.31% | 0.36% | $64.8万 | 1.0万股 | $66.1万 | 1.1万股 | -153股-1.45% | 减仓 |
| B纽约梅隆银行BK |
| 0.31% | 0.28% | $63.9万 | 4,419股 | $51.4万 | 4,336股 | +83股+1.91% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.3% | 0.26% | $62.2万 | 1,761股 | $48.8万 | 1,700股 | +61股+3.59% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.27% | 0.24% | $56.2万 | 6,934股 | $45.0万 | 6,592股 | +342股+5.19% | 加仓 |
| IiShares安硕信托IVV |
| 0.25% | 0.25% | $52.0万 | 694股 | $46.6万 | 713股 | -19股-2.66% | 减仓 |
 谷歌AGOOGL |
| 0.23% | 0.17% | $47.1万 | 1,318股 | $32.4万 | 1,126股 | +192股+17.05% | 加仓 |
 ADPADP |
| 0.2% | 0.2% | $41.0万 | 1,831股 | $37.0万 | 1,821股 | +10股+0.55% | 加仓 |
 联合健康UNH |
| 0.19% | 0.11% | $39.9万 | 959股 | $20.8万 | 768股 | +191股+24.87% | 加仓 |
 家得宝HD |
| 0.19% | — | $38.4万 | 1,088股 | $0 | 0股 | +1,088股 | 新买入 |
 百事可乐PEP |
| 0.17% | 0.16% | $35.9万 | 2,649股 | $30.5万 | 1,963股 | +686股+34.95% | 加仓 |
 黑石集团BX |
| 0.17% | 0.19% | $35.8万 | 3,040股 | $35.0万 | 3,040股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.17% | 0.16% | $35.2万 | 513股 | $30.7万 | 513股 | 00.00% | 持仓不变 |
| IiShares安硕信托IGIB |
| 0.17% | 0.17% | $34.9万 | 6,568股 | $32.6万 | 6,118股 | +450股+7.36% | 加仓 |
 雪佛龙CVX |
| 0.16% | 0.22% | $33.0万 | 1,989股 | $41.4万 | 1,999股 | -10股-0.50% | 减仓 |
