| G通用动力VTI |
| 10.75% | 10.71% | $3,840.4万 | 10.4万股 | $3,112.6万 | 9.7万股 | +6,760股+6.97% | 加仓 |
| IiShares安硕信托IVW |
| 6.37% | 6.11% | $2,273.5万 | 16.5万股 | $1,774.4万 | 15.7万股 | +8,437股+5.38% | 加仓 |
| IiShares安硕信托USMV |
| 5.18% | 5.68% | $1,849.9万 | 19.2万股 | $1,650.6万 | 17.8万股 | +1.4万股+7.75% | 加仓 |
 英伟达NVDA |
| 4.59% | 3.88% | $1,638.0万 | 8.2万股 | $1,126.4万 | 6.5万股 | +1.7万股+26.75% | 加仓 |
| IISHARES MORNINGSTAR VALUE ETFILCV |
| 2.78% | 3% | $993.2万 | 9.8万股 | $871.7万 | 9.4万股 | +4,518股+4.83% | 加仓 |
| IiShares安硕信托IVV |
| 2.71% | 2.82% | $967.5万 | 1.3万股 | $818.3万 | 1.3万股 | +392股+3.13% | 加仓 |
 苹果AAPL |
| 2.57% | 2.41% | $917.8万 | 3.2万股 | $701.4万 | 2.8万股 | +4,082股+14.77% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 2.48% | 2.62% | $887.1万 | 10.6万股 | $761.2万 | 10.1万股 | +4,571股+4.51% | 加仓 |
 亚马逊AMZN |
| 2.46% | 1.65% | $877.0万 | 3.7万股 | $478.3万 | 2.3万股 | +1.4万股+60.23% | 加仓 |
| IiShares安硕信托XT |
| 2.38% | 2.2% | $848.8万 | 10.3万股 | $640.4万 | 9.4万股 | +8,755股+9.32% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.26% | 2.32% | $807.4万 | 3.4万股 | $675.5万 | 3.1万股 | +2,713股+8.64% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.08% | 2.09% | $744.1万 | 9,964股 | $606.0万 | 9,318股 | +646股+6.93% | 加仓 |
| F第一信托·USTFVD |
| 1.98% | 2.18% | $706.3万 | 14.7万股 | $632.7万 | 13.5万股 | +1.2万股+8.96% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.87% | 1.96% | $667.7万 | 9,494股 | $568.3万 | 9,214股 | +280股+3.04% | 加仓 |
| S道富SLYG |
| 1.8% | 1.7% | $641.6万 | 5.4万股 | $495.3万 | 5.1万股 | +2,592股+5.06% | 加仓 |
| V先锋领航指数基金VUG |
| 1.73% | 1.81% | $619.7万 | 7.2万股 | $527.4万 | 1.2万股 | +6.0万股+495.78% | 加仓 |
| V先锋领航指数基金VTV |
| 1.55% | 1.71% | $553.2万 | 2.5万股 | $497.7万 | 2.5万股 | +18股+0.07% | 加仓 |
| V先锋领航指数基金VB |
| 1.51% | 1.56% | $541.1万 | 1.8万股 | $454.8万 | 1.7万股 | +489股+2.82% | 加仓 |
 谷歌AGOOGL |
| 1.35% | 1.76% | $480.5万 | 1.3万股 | $511.3万 | 1.8万股 | -4,357股-24.47% | 减仓 |
| F第一信托交易所交易基金FTCS |
| 1.31% | 1.58% | $468.6万 | 5.0万股 | $458.3万 | 4.9万股 | +482股+0.98% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.22% | 1.35% | $435.1万 | 6.1万股 | $393.4万 | 6.1万股 | -326股-0.53% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.18% | — | $422.5万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| IiShares安硕信托IXUS |
| 1.18% | 1.09% | $422.2万 | 4.4万股 | $317.3万 | 3.7万股 | +7,607股+20.77% | 加仓 |
| C资本集团成长ETFCGGR |
| 1.1% | 1.03% | $391.5万 | 8.3万股 | $300.2万 | 7.5万股 | +8,244股+11.04% | 加仓 |
 Meta平台META |
| 0.99% | 1.12% | $353.5万 | 6,276股 | $325.3万 | 5,686股 | +590股+10.38% | 加仓 |
 摩根大通JPM |
| 0.91% | 0.97% | $324.7万 | 9,919股 | $280.8万 | 9,546股 | +373股+3.91% | 加仓 |
 埃克森美孚XOM |
| 0.86% | 1.12% | $308.4万 | 2.3万股 | $324.6万 | 1.9万股 | +3,428股+17.92% | 加仓 |
 微软MSFT |
| 0.83% | 0.95% | $295.7万 | 7,927股 | $274.7万 | 7,422股 | +505股+6.80% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.77% | 0.77% | $274.4万 | 1.0万股 | $223.9万 | 9,716股 | +490股+5.04% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.74% | 0.77% | $265.0万 | 3.3万股 | $223.4万 | 3.3万股 | -26股-0.08% | 减仓 |
| PPacer基金信托CALF |
| 0.74% | 0.8% | $264.7万 | 5.2万股 | $233.0万 | 5.2万股 | +364股+0.70% | 加仓 |
 强生JNJ |
| 0.68% | 0.74% | $242.5万 | 9,547股 | $214.5万 | 8,773股 | +774股+8.82% | 加仓 |
| IiShares安硕信托IWD |
| 0.61% | 0.57% | $217.0万 | 8,952股 | $166.5万 | 7,792股 | +1,160股+14.89% | 加仓 |
 M&T银行MTB |
| 0.6% | 0.65% | $214.9万 | 9,029股 | $187.6万 | 9,076股 | -47股-0.52% | 减仓 |
| NNEWTEKONE INC COM NEWNEWT |
| 0.54% | 0.42% | $192.0万 | 13.0万股 | $121.5万 | 11.1万股 | +1.9万股+16.86% | 加仓 |
| IiShares安硕信托IBDS |
| 0.5% | 0.53% | $180.0万 | 7.4万股 | $153.0万 | 6.3万股 | +1.1万股+17.79% | 加仓 |
| FFT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFKNG |
| 0.44% | 0.48% | $158.5万 | 3.1万股 | $140.1万 | 2.9万股 | +2,615股+9.09% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.42% | 0.47% | $150.9万 | 7,091股 | $136.1万 | 7,090股 | +1股+0.01% | 加仓 |
| IiShares安硕信托IBDT |
| 0.42% | 0.41% | $149.1万 | 5.9万股 | $117.9万 | 4.7万股 | +1.3万股+26.92% | 加仓 |
| SSTONE RIDGE TRLDDR |
| 0.39% | 0.44% | $141.0万 | 1.8万股 | $128.6万 | 1.6万股 | +2,056股+13.06% | 加仓 |
| BBANK OF AMERBAC |
| 0.35% | 0.35% | $124.9万 | 2.2万股 | $101.8万 | 2.1万股 | +1,041股+4.99% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 0.34% | 0.4% | $120.7万 | 2.4万股 | $114.9万 | 2.3万股 | +1,177股+5.10% | 加仓 |
 宝洁PG |
| 0.33% | 0.39% | $119.6万 | 8,155股 | $114.2万 | 7,908股 | +247股+3.12% | 加仓 |
| V先锋领航指数基金VOO |
| 0.33% | 0.36% | $118.4万 | 1,723股 | $103.9万 | 1,738股 | -15股-0.86% | 减仓 |
 礼来LLY |
| 0.33% | 0.16% | $118.0万 | 984股 | $47.8万 | 520股 | +464股+89.23% | 加仓 |
| C资本集团股息价值CCBG |
| 0.33% | 0.36% | $116.1万 | 2.4万股 | $104.6万 | 2.5万股 | -1,036股-4.21% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.32% | 0.35% | $115.0万 | 4.0万股 | $102.1万 | 4.1万股 | -969股-2.38% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.31% | 0.35% | $110.8万 | 1.9万股 | $100.4万 | 1.9万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.31% | 0.48% | $110.2万 | 6,646股 | $138.5万 | 6,694股 | -48股-0.72% | 减仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.31% | 0.38% | $109.4万 | 4.8万股 | $109.4万 | 4.8万股 | +60股+0.13% | 加仓 |
