| SSPDR道富系列信托SDY |
| 16.79% | 15.95% | $2,630.8万 | 18.5万股 | $2,234.4万 | 17.6万股 | +9,528股+5.42% | 加仓 |
| I景顺交易所交易基金IIRWJ |
| 10.17% | 9.54% | $1,593.1万 | 34.9万股 | $1,337.0万 | 33.4万股 | +1.5万股+4.46% | 加仓 |
| V先锋领航指数基金VOO |
| 9.63% | 10% | $1,508.6万 | 3.1万股 | $1,401.6万 | 2.9万股 | +1,655股+5.66% | 加仓 |
| V先锋领航STAR基金VXUS |
| 6.78% | 6.71% | $1,062.7万 | 16.4万股 | $940.6万 | 15.6万股 | +8,157股+5.23% | 加仓 |
| V先锋领航指数基金VOT |
| 6.46% | 6.41% | $1,012.2万 | 4.2万股 | $898.4万 | 3.9万股 | +2,438股+6.23% | 加仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 5.21% | 5.42% | $815.9万 | 16.8万股 | $760.0万 | 16.1万股 | +6,418股+3.98% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 5.14% | 4.98% | $806.1万 | 11.2万股 | $697.9万 | 10.7万股 | +4,926股+4.58% | 加仓 |
| V先锋领航债券指数基金BIV |
| 4.91% | 5.08% | $768.8万 | 9.8万股 | $711.3万 | 9.5万股 | +3,112股+3.28% | 加仓 |
| V先锋领航·SMALLVBR |
| 4% | 3.84% | $626.3万 | 3.1万股 | $537.8万 | 2.9万股 | +1,730股+5.87% | 加仓 |
 苹果AAPL |
| 3.73% | 3.78% | $584.9万 | 2.5万股 | $529.3万 | 2.5万股 | -24股-0.10% | 减仓 |
| V先锋领航全球基金VGT |
| 2.84% | 2.99% | $445.1万 | 7,589股 | $418.4万 | 7,256股 | +333股+4.59% | 加仓 |
 强生JNJ |
| 2.79% | 2.83% | $437.9万 | 2.7万股 | $396.4万 | 2.7万股 | -95股-0.35% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.53% | 2.48% | $395.8万 | 6,898股 | $346.8万 | 6,373股 | +525股+8.24% | 加仓 |
 英伟达NVDA |
| 1.17% | 1.31% | $184.1万 | 1.5万股 | $183.9万 | 1.5万股 | +269股+1.81% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.14% | 1.2% | $178.2万 | 4,747股 | $168.7万 | 4,627股 | +120股+2.59% | 加仓 |
 埃克森美孚XOM |
| 1.04% | 1.14% | $162.8万 | 1.4万股 | $160.2万 | 1.4万股 | -28股-0.20% | 减仓 |
 微软MSFT |
| 0.9% | 1.05% | $141.6万 | 3,291股 | $147.7万 | 3,305股 | -14股-0.42% | 减仓 |
 摩根大通JPM |
| 0.84% | 0.91% | $131.7万 | 6,245股 | $128.2万 | 6,337股 | -92股-1.45% | 减仓 |
 特斯拉TSLA |
| 0.62% | 0.43% | $97.6万 | 3,732股 | $60.5万 | 3,056股 | +676股+22.12% | 加仓 |
| G通用动力VTI |
| 0.62% | 0.65% | $97.3万 | 3,435股 | $91.6万 | 3,423股 | +12股+0.35% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.6% | 0.57% | $93.8万 | 5,075股 | $79.2万 | 5,093股 | -18股-0.35% | 减仓 |
 亚马逊AMZN |
| 0.52% | 0.6% | $81.3万 | 4,363股 | $84.3万 | 4,363股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJK |
| 0.49% | 0.49% | $77.5万 | 8,426股 | $69.2万 | 7,848股 | +578股+7.36% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.47% | 0.49% | $73.5万 | 1,290股 | $68.8万 | 1,286股 | +4股+0.31% | 加仓 |
 思科CSCO |
| 0.41% | 0.42% | $64.3万 | 1.2万股 | $58.2万 | 1.2万股 | -175股-1.43% | 减仓 |
 好市多COST |
| 0.4% | 0.44% | $63.5万 | 716股 | $61.2万 | 720股 | -4股-0.56% | 减仓 |
 联合健康UNH |
| 0.4% | 0.4% | $62.9万 | 1,075股 | $55.4万 | 1,087股 | -12股-1.10% | 减仓 |
 威瑞森VZ |
| 0.39% | 0.37% | $61.3万 | 1.4万股 | $52.0万 | 1.3万股 | +1,034股+8.20% | 加仓 |
 雪佛龙CVX |
| 0.35% | 0.42% | $54.9万 | 3,731股 | $58.7万 | 3,756股 | -25股-0.67% | 减仓 |
 谷歌AGOOGL |
| 0.31% | 0.31% | $48.2万 | 2,909股 | $43.4万 | 2,383股 | +526股+22.07% | 加仓 |
| AAT&TT |
| 0.3% | 0.36% | $47.5万 | 2.2万股 | $50.2万 | 2.6万股 | -4,694股-17.87% | 减仓 |
 万事达MA |
| 0.3% | 0.3% | $46.9万 | 950股 | $42.3万 | 958股 | -8股-0.84% | 减仓 |
 百事可乐PEP |
| 0.3% | 0.33% | $46.3万 | 2,723股 | $45.6万 | 2,767股 | -44股-1.59% | 减仓 |
 赛富时CRM |
| 0.29% | 0.3% | $45.2万 | 1,651股 | $42.7万 | 1,660股 | -9股-0.54% | 减仓 |
 PAYCHEX COMPAYX |
| 0.29% | 0.29% | $45.0万 | 3,355股 | $40.1万 | 3,383股 | -28股-0.83% | 减仓 |
| IIBMIBM |
| 0.28% | 0.25% | $43.7万 | 1,975股 | $34.8万 | 2,014股 | -39股-1.94% | 减仓 |
 甲骨文ORCL |
| 0.28% | 0.26% | $43.6万 | 2,560股 | $36.2万 | 2,567股 | -7股-0.27% | 减仓 |
 可口可乐KO |
| 0.27% | 0.26% | $41.6万 | 5,790股 | $37.0万 | 5,806股 | -16股-0.28% | 减仓 |
 艾伯维ABBV |
| 0.26% | 0.25% | $40.4万 | 2,045股 | $35.1万 | 2,044股 | +1股+0.05% | 加仓 |
 埃森哲ACN |
| 0.24% | 0.25% | $38.1万 | 1,079股 | $34.3万 | 1,132股 | -53股-4.68% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.24% | 0.28% | $37.2万 | 7,396股 | $39.1万 | 8,032股 | -636股-7.92% | 减仓 |
| S道富SLYG |
| 0.23% | 0.25% | $36.8万 | 3,948股 | $34.4万 | 4,008股 | -60股-1.50% | 减仓 |
 家得宝HD |
| 0.23% | 0.23% | $36.5万 | 901股 | $32.5万 | 945股 | -44股-4.66% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.23% | 0.24% | $36.4万 | 791股 | $33.0万 | 812股 | -21股-2.59% | 减仓 |
 联合包裹UPSUPS |
| 0.23% | 0.26% | $36.4万 | 2,668股 | $36.5万 | 2,668股 | 00.00% | 持仓不变 |
| PPROSHARES INVT GD INT RAT HED ETFIGHG |
| 0.23% | 0.25% | $36.2万 | 4,702股 | $35.5万 | 4,656股 | +46股+0.99% | 加仓 |
 霍尼韦尔HON |
| 0.21% | 0.24% | $32.6万 | 1,578股 | $34.0万 | 1,593股 | -15股-0.94% | 减仓 |
| IiShares安硕信托IEFA |
| 0.2% | 0.19% | $31.3万 | 4,006股 | $26.1万 | 3,597股 | +409股+11.37% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.2% | 0.24% | $30.8万 | 1,842股 | $33.9万 | 1,847股 | -5股-0.27% | 减仓 |
 Meta平台META |
| 0.19% | 0.19% | $29.8万 | 521股 | $26.3万 | 522股 | -1股-0.19% | 减仓 |
