| V先锋领航指数基金VUG |
| 3.75% | 3.71% | $1,221.6万 | 14.2万股 | $1,004.1万 | 2.3万股 | +11.9万股+516.92% | 加仓 |
| V先锋领航指数基金VTV |
| 3.5% | 3.75% | $1,142.2万 | 5.2万股 | $1,013.4万 | 5.2万股 | +763股+1.48% | 加仓 |
 苹果AAPL |
| 3.5% | 3.67% | $1,141.8万 | 3.9万股 | $993.1万 | 3.9万股 | +329股+0.84% | 加仓 |
 美光科技MU |
| 3.28% | 1.17% | $1,068.5万 | 9,257股 | $316.1万 | 9,357股 | -100股-1.07% | 减仓 |
| V先锋领航STAR基金VXUS |
| 2.81% | 3.01% | $914.9万 | 10.7万股 | $815.0万 | 10.6万股 | +1,329股+1.26% | 加仓 |
| S道富SPMD |
| 1.84% | 1.93% | $599.9万 | 8.9万股 | $522.7万 | 8.8万股 | +519股+0.59% | 加仓 |
 摩根大通JPM |
| 1.77% | 1.87% | $575.9万 | 1.8万股 | $506.0万 | 1.7万股 | +393股+2.28% | 加仓 |
 微软MSFT |
| 1.57% | 1.87% | $511.8万 | 1.4万股 | $505.6万 | 1.4万股 | +62股+0.45% | 加仓 |
| AATIATI |
| 1.56% | 1.61% | $509.6万 | 2.6万股 | $434.2万 | 3.0万股 | -4,000股-13.40% | 减仓 |
| NNNNNBR |
| 1.53% | 0.7% | $500.2万 | 139.3万股 | $190.1万 | 131.1万股 | +8.2万股+6.26% | 加仓 |
 英伟达NVDA |
| 1.46% | 1.59% | $477.1万 | 2.4万股 | $429.6万 | 2.5万股 | -791股-3.21% | 减仓 |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 1.34% | 1.77% | $435.6万 | 8.7万股 | $479.1万 | 6.8万股 | +1.9万股+28.56% | 加仓 |
 COUSINS PPTYSCUZ |
| 1.32% | 1.2% | $431.2万 | 14.4万股 | $325.8万 | 14.4万股 | -529股-0.37% | 减仓 |
 思科CSCO |
| 1.19% | 0.95% | $388.6万 | 3.3万股 | $256.6万 | 3.3万股 | +8股+0.02% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.14% | 1.36% | $370.7万 | 6.6万股 | $367.2万 | 6.5万股 | +841股+1.30% | 加仓 |
 QUANTA SVCSPWR |
| 1.1% | 1.02% | $359.0万 | 4,986股 | $275.7万 | 5,021股 | -35股-0.70% | 减仓 |
 沃尔玛WMT |
| 1.06% | 1.37% | $345.1万 | 3.0万股 | $370.0万 | 3.0万股 | +704股+2.36% | 加仓 |
 迈威尔MRVL |
| 1.04% | 0.47% | $339.9万 | 1.1万股 | $127.1万 | 1.3万股 | -1,421股-11.07% | 减仓 |
 INTERFACETILE |
| 1.01% | 0.85% | $329.8万 | 9.2万股 | $229.3万 | 9.2万股 | +9股+0.01% | 加仓 |
 强生JNJ |
| 0.99% | 1.14% | $321.2万 | 1.3万股 | $309.6万 | 1.3万股 | -19股-0.15% | 减仓 |
| MMIRION TECHNOLOGIESMIR |
| 0.98% | 0.71% | $320.6万 | 17.9万股 | $192.7万 | 10.4万股 | +7.5万股+72.50% | 加仓 |
 亚马逊AMZN |
| 0.96% | 0.99% | $312.4万 | 1.3万股 | $268.8万 | 1.3万股 | +200股+1.55% | 加仓 |
 博通AVGO |
| 0.92% | 1.01% | $299.0万 | 7,915股 | $272.0万 | 8,787股 | -872股-9.92% | 减仓 |
 艾伯维ABBV |
| 0.91% | 0.94% | $298.2万 | 1.2万股 | $253.5万 | 1.2万股 | +192股+1.65% | 加仓 |
 雷神技术RTX |
| 0.89% | 1.06% | $290.9万 | 1.5万股 | $286.7万 | 1.5万股 | +470股+3.16% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.89% | 0.94% | $289.7万 | 3,879股 | $255.0万 | 3,921股 | -42股-1.07% | 减仓 |
 REDWIRERDW |
| 0.88% | 1.13% | $287.8万 | 23.5万股 | $306.0万 | 36.0万股 | -12.5万股-34.65% | 减仓 |
 黑石集团BX |
| 0.88% | 1% | $285.8万 | 2.4万股 | $269.4万 | 2.3万股 | +861股+3.68% | 加仓 |
 SYMBOTIC CLASS A COMSYM |
| 0.86% | 1.18% | $281.0万 | 6.3万股 | $319.3万 | 6.0万股 | +2,500股+4.17% | 加仓 |
| AAPPLIED DIGITALAPLD |
| 0.84% | 0.66% | $275.1万 | 7.4万股 | $178.8万 | 7.5万股 | -1,550股-2.06% | 减仓 |
| BBANK OF AMERBAC |
| 0.84% | 0.85% | $273.7万 | 4.8万股 | $230.9万 | 4.7万股 | +677股+1.43% | 加仓 |
| BBEAZER HOMES USABZH |
| 0.83% | 0.57% | $270.0万 | 9.6万股 | $155.3万 | 8.1万股 | +1.6万股+19.26% | 加仓 |
 家得宝HD |
| 0.82% | 0.92% | $268.6万 | 7,615股 | $250.0万 | 7,600股 | +15股+0.20% | 加仓 |
| IIBMIBM |
| 0.79% | 0.62% | $257.4万 | 9,153股 | $167.3万 | 6,901股 | +2,252股+32.63% | 加仓 |
| I景顺QQQ信托VOO |
| 0.76% | 0.67% | $247.7万 | 3,364股 | $180.3万 | 3,124股 | +240股+7.68% | 加仓 |
 谷歌AGOOGL |
| 0.76% | 0.71% | $246.5万 | 6,897股 | $192.0万 | 6,675股 | +222股+3.33% | 加仓 |
| ZZETA GLOBALZETA |
| 0.72% | 0.66% | $235.8万 | 12.0万股 | $178.6万 | 11.2万股 | +7,600股+6.77% | 加仓 |
| IiShares安硕信托AGG |
| 0.72% | 0.86% | $235.0万 | 2.4万股 | $233.7万 | 2.4万股 | +200股+0.85% | 加仓 |
| EEVERUS CONSTRECG |
| 0.71% | 0.61% | $232.6万 | 1.4万股 | $165.5万 | 1.4万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.69% | 0.69% | $226.1万 | 4,519股 | $186.1万 | 3,884股 | +635股+16.35% | 加仓 |
 INDIE SEMICONDUCTORINDI |
| 0.68% | 0.59% | $221.5万 | 49.3万股 | $159.7万 | 49.6万股 | -2,600股-0.52% | 减仓 |
| KKNIFE RIVERKNF |
| 0.66% | 0.78% | $216.2万 | 2.6万股 | $209.8万 | 2.6万股 | +151股+0.59% | 加仓 |
 霍尼韦尔HON |
| 0.63% | 1.47% | $204.7万 | 9,144股 | $397.7万 | 1.8万股 | -8,450股-48.03% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.62% | — | $202.2万 | 9,144股 | $0 | 0股 | +9,144股 | 新买入 |
 BLACKSTONE SECD LENDINGBXSL |
| 0.62% | 0.76% | $202.1万 | 8.5万股 | $206.0万 | 8.7万股 | -1,725股-1.98% | 减仓 |
| CCUSTOM TRUCK ONE SOURCECTOS |
| 0.62% | 0.42% | $201.0万 | 17.0万股 | $112.5万 | 17.1万股 | -1,000股-0.58% | 减仓 |
| MMODINE MFGMOD |
| 0.61% | 1.15% | $200.3万 | 7,500股 | $309.9万 | 1.4万股 | -6,800股-47.55% | 减仓 |
 默沙东MRK |
| 0.59% | 0.64% | $193.1万 | 1.5万股 | $174.0万 | 1.4万股 | +559股+3.86% | 加仓 |
 MDU RESMDU |
| 0.57% | 0.67% | $185.8万 | 8.8万股 | $181.0万 | 8.7万股 | +242股+0.28% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.56% | 0.64% | $183.7万 | 1.6万股 | $173.3万 | 1.6万股 | -19股-0.12% | 减仓 |
