| S嘉信·USSCHX |
| 16.83% | 17.49% | $1,458.9万 | 48.1万股 | $1,399.1万 | 48.2万股 | -1,921股-0.40% | 减仓 |
| V先锋领航市政债券基金VCRM |
| 16.76% | 16.46% | $1,453.5万 | 19.4万股 | $1,316.5万 | 17.4万股 | +2.0万股+11.46% | 加仓 |
| V先锋领航·FTSEVEA |
| 13.94% | 14.52% | $1,208.6万 | 16.7万股 | $1,161.1万 | 16.4万股 | +3,117股+1.90% | 加仓 |
| DDimensional维度ETF信托DFVX |
| 8.49% | 8.26% | $736.2万 | 8.6万股 | $660.7万 | 8.2万股 | +4,233股+5.17% | 加仓 |
 英伟达NVDA |
| 4.14% | 4.66% | $359.0万 | 1.6万股 | $372.8万 | 1.7万股 | -947股-5.47% | 减仓 |
| V先锋领航·MALVERN FDSVCRB |
| 3.85% | 4.05% | $333.5万 | 4.4万股 | $323.7万 | 4.2万股 | +1,930股+4.61% | 加仓 |
 苹果AAPL |
| 2.93% | 2.99% | $254.4万 | 8,180股 | $238.7万 | 8,139股 | +41股+0.50% | 加仓 |
 微软MSFT |
| 2.42% | 2.16% | $210.2万 | 4,311股 | $172.9万 | 4,166股 | +145股+3.48% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 2.21% | 1.86% | $192.0万 | 4.9万股 | $149.0万 | 3.6万股 | +1.3万股+34.52% | 加仓 |
 CrowdStrikeCRWD |
| 2.04% | 0.39% | $177.2万 | 2,322股 | $31.6万 | 598股 | +1,724股+288.29% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.8% | 2.16% | $155.7万 | 4,324股 | $172.7万 | 4,349股 | -25股-0.57% | 减仓 |
 亚马逊AMZN |
| 1.71% | 1.9% | $147.9万 | 5,423股 | $152.2万 | 5,581股 | -158股-2.83% | 减仓 |
 Meta平台META |
| 1.24% | 1.49% | $107.5万 | 1,825股 | $119.1万 | 1,953股 | -128股-6.55% | 减仓 |
 博通AVGO |
| 1.2% | 1.3% | $104.0万 | 2,486股 | $103.8万 | 2,415股 | +71股+2.94% | 加仓 |
 谷歌AGOOGL |
| 1.09% | 1.32% | $94.9万 | 2,617股 | $105.3万 | 2,626股 | -9股-0.34% | 减仓 |
 摩根大通JPM |
| 1.09% | 1.02% | $94.3万 | 2,624股 | $81.3万 | 2,691股 | -67股-2.49% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.99% | 1.03% | $85.9万 | 1,116股 | $82.0万 | 1,112股 | +4股+0.36% | 加仓 |
 VisaV |
| 0.91% | 0.84% | $78.6万 | 2,133股 | $67.3万 | 2,110股 | +23股+1.09% | 加仓 |
 礼来LLY |
| 0.83% | 0.71% | $72.1万 | 617股 | $56.5万 | 596股 | +21股+3.52% | 加仓 |
 好市多COST |
| 0.82% | 0.98% | $70.7万 | 751股 | $78.4万 | 777股 | -26股-3.35% | 减仓 |
| V先锋领航指数基金VOO |
| 0.65% | 0.67% | $56.3万 | 795股 | $53.9万 | 795股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.63% | 0.93% | $54.6万 | 1,698股 | $74.7万 | 1,745股 | -47股-2.69% | 减仓 |
 Arista网络ANET |
| 0.6% | 0.47% | $52.4万 | 2,657股 | $37.5万 | 2,646股 | +11股+0.42% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.54% | 0.6% | $47.1万 | 3,692股 | $47.6万 | 3,742股 | -50股-1.34% | 减仓 |
 AMD超威AMD |
| 0.53% | 0.52% | $46.2万 | 958股 | $41.6万 | 914股 | +44股+4.81% | 加仓 |
 沃尔玛WMT |
| 0.53% | 0.69% | $45.6万 | 4,062股 | $55.5万 | 4,256股 | -194股-4.56% | 减仓 |
 GE航空GE |
| 0.52% | 0.43% | $45.2万 | 1,185股 | $34.5万 | 1,160股 | +25股+2.16% | 加仓 |
 道明尼能源D |
| 0.51% | 0.55% | $44.4万 | 6,267股 | $43.9万 | 6,517股 | -250股-3.84% | 减仓 |
 美光科技MU |
| 0.5% | 0.34% | $43.1万 | 483股 | $27.3万 | 366股 | +117股+31.97% | 加仓 |
 GE VernovaGEV |
| 0.45% | 0.51% | $39.3万 | 386股 | $40.6万 | 390股 | -4股-1.03% | 减仓 |
 CencoraCOR |
| 0.45% | 0.41% | $39.2万 | 1,237股 | $33.1万 | 1,268股 | -31股-2.44% | 减仓 |
 贝莱德·INC COMBLK |
| 0.42% | 0.44% | $36.4万 | 321股 | $35.3万 | 325股 | -4股-1.23% | 减仓 |
 林德LIN |
| 0.42% | 0.46% | $36.1万 | 735股 | $36.7万 | 745股 | -10股-1.34% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.4% | 0.38% | $34.5万 | 664股 | $30.3万 | 637股 | +27股+4.24% | 加仓 |
 伊顿ETN |
| 0.38% | 0.37% | $33.2万 | 743股 | $30.0万 | 746股 | -3股-0.40% | 减仓 |
 派克汉尼汾PH |
| 0.38% | 0.37% | $32.8万 | 329股 | $29.4万 | 335股 | -6股-1.79% | 减仓 |
 甲骨文ORCL |
| 0.36% | 0.58% | $30.9万 | 2,137股 | $46.2万 | 2,356股 | -219股-9.30% | 减仓 |
 通用动力GD |
| 0.35% | 0.34% | $30.2万 | 787股 | $27.4万 | 790股 | -3股-0.38% | 减仓 |
 安费诺APH |
| 0.34% | 0.28% | $29.1万 | 1,692股 | $22.3万 | 1,739股 | -47股-2.70% | 减仓 |
 艾伯维ABBV |
| 0.33% | 0.29% | $28.5万 | 1,157股 | $23.2万 | 1,153股 | +4股+0.35% | 加仓 |
 雪佛龙CVX |
| 0.32% | 0.35% | $27.6万 | 1,483股 | $28.1万 | 1,549股 | -66股-4.26% | 减仓 |
 WELLTOWER COMWELL |
| 0.32% | 0.31% | $27.4万 | 1,156股 | $24.9万 | 1,161股 | -5股-0.43% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.31% | 0.31% | $27.1万 | 500股 | $24.8万 | 500股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHE |
| 0.3% | 0.28% | $26.3万 | 7,162股 | $22.2万 | 6,025股 | +1,137股+18.87% | 加仓 |
| N新纪元能源NEE |
| 0.3% | 0.39% | $25.9万 | 3,015股 | $30.8万 | 3,311股 | -296股-8.94% | 减仓 |
 优步UBER |
| 0.29% | 0.34% | $24.9万 | 3,655股 | $27.6万 | 3,652股 | +3股+0.08% | 加仓 |
| IiShares安硕信托IEFA |
| 0.28% | 0.29% | $23.8万 | 2,384股 | $23.2万 | 2,384股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.27% | 0.31% | $23.5万 | 1,598股 | $25.1万 | 1,714股 | -116股-6.77% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.27% | 0.3% | $23.3万 | 5,040股 | $23.7万 | 5,040股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.27% | 0.27% | $23.1万 | 1,039股 | $21.6万 | 1,224股 | -185股-15.11% | 减仓 |
