| IiShares安硕信托IWD |
| 19.74% | 19.35% | $3,504.2万 | 14.5万股 | $3,068.7万 | 14.4万股 | +923股+0.64% | 加仓 |
| IiShares安硕信托DGRO |
| 11% | 11.33% | $1,952.9万 | 25.8万股 | $1,797.2万 | 25.6万股 | +1,586股+0.62% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 10.63% | 10.13% | $1,887.8万 | 15.2万股 | $1,607.0万 | 3.8万股 | +11.4万股+303.39% | 加仓 |
| V先锋领航·FTSEVEA |
| 8.79% | 8.75% | $1,561.3万 | 21.9万股 | $1,387.5万 | 21.7万股 | +2,594股+1.20% | 加仓 |
| AAvantis·U SAVUV |
| 6.6% | 8.36% | $1,172.2万 | 9.4万股 | $1,325.4万 | 12.0万股 | -2.6万股-21.69% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.23% | 4.69% | $927.7万 | 2.6万股 | $743.7万 | 2.6万股 | +331股+1.28% | 加仓 |
| A美国世纪ETF信托AVEM |
| 4.21% | 3.94% | $747.8万 | 7.7万股 | $624.3万 | 7.7万股 | +24股+0.03% | 加仓 |
 USA COMPRESSION PARTNERSUSAC |
| 3.56% | 4.02% | $632.6万 | 24.0万股 | $637.6万 | 23.5万股 | +4,604股+1.96% | 加仓 |
| MMPLXFFUT |
| 3.27% | 3.64% | $581.2万 | 10.3万股 | $577.6万 | 10.1万股 | +1,973股+1.95% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.67% | 1.39% | $474.5万 | 1.1万股 | $220.3万 | 1.3万股 | -2,425股-18.07% | 减仓 |
| IiShares安硕信托AIA |
| 2.21% | 1.85% | $392.2万 | 2.8万股 | $292.8万 | 2.8万股 | +99股+0.36% | 加仓 |
 苹果AAPL |
| 2.13% | 2.11% | $377.5万 | 1.3万股 | $334.6万 | 1.3万股 | -138股-1.05% | 减仓 |
 亚马逊AMZN |
| 1.39% | 1.36% | $246.1万 | 1.0万股 | $215.1万 | 1.0万股 | -1股-0.01% | 减仓 |
 QUANTA SVCSPWR |
| 1.38% | 1.22% | $244.6万 | 3,397股 | $192.9万 | 3,513股 | -116股-3.30% | 减仓 |
 微软MSFT |
| 1.31% | 1.29% | $232.4万 | 6,230股 | $205.2万 | 5,545股 | +685股+12.35% | 加仓 |
 台积电TSM |
| 1.3% | 1.04% | $231.5万 | 4,847股 | $164.4万 | 4,864股 | -17股-0.35% | 减仓 |
 埃克森美孚XOM |
| 1.17% | 1.65% | $207.5万 | 1.5万股 | $262.1万 | 1.5万股 | -274股-1.77% | 减仓 |
 VistraVST |
| 1.15% | 1.13% | $205.0万 | 1.3万股 | $180.0万 | 1.2万股 | +955股+7.98% | 加仓 |
 波音BA |
| 1.08% | 1.11% | $190.9万 | 8,817股 | $176.0万 | 8,842股 | -25股-0.28% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1% | 1.13% | $176.8万 | 4.8万股 | $179.4万 | 4.7万股 | +665股+1.40% | 加仓 |
| S道富SPTI |
| 0.85% | 0.72% | $151.8万 | 5.3万股 | $113.7万 | 4.0万股 | +1.4万股+34.76% | 加仓 |
 英伟达NVDA |
| 0.77% | 0.59% | $136.8万 | 6,836股 | $94.0万 | 5,391股 | +1,445股+26.80% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.72% | 0.77% | $128.1万 | 2,790股 | $121.8万 | 2,512股 | +278股+11.07% | 加仓 |
| IiShares安硕信托IVV |
| 0.64% | 0.63% | $114.4万 | 1,527股 | $99.6万 | 1,525股 | +2股+0.13% | 加仓 |
 优步UBER |
| 0.49% | 0.81% | $86.3万 | 1.2万股 | $128.0万 | 1.8万股 | -5,832股-32.77% | 减仓 |
| EEXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFROBO |
| 0.47% | 0.42% | $83.2万 | 9,715股 | $66.5万 | 9,715股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 0.43% | 0.36% | $76.2万 | 9,646股 | $57.5万 | 7,249股 | +2,397股+33.07% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.43% | 0.36% | $76.0万 | 9,196股 | $56.7万 | 6,855股 | +2,341股+34.15% | 加仓 |
 强生JNJ |
| 0.36% | 0.39% | $64.5万 | 2,539股 | $61.8万 | 2,528股 | +11股+0.44% | 加仓 |
 ShopifySHOP |
| 0.36% | 0.37% | $64.2万 | 5,624股 | $58.3万 | 4,912股 | +712股+14.50% | 加仓 |
| TTORTOISE NORTH AMERICAN PIPELINE ETFTPYP |
| 0.32% | 0.54% | $56.4万 | 1.3万股 | $85.5万 | 2.0万股 | -6,738股-33.38% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.31% | 0.3% | $55.2万 | 785股 | $48.3万 | 783股 | +2股+0.26% | 加仓 |
| IiShares安硕EWC |
| 0.29% | 0.31% | $51.8万 | 8,986股 | $49.0万 | 8,944股 | +42股+0.47% | 加仓 |
 杜克能源DUK |
| 0.27% | 0.31% | $47.1万 | 3,718股 | $48.8万 | 3,726股 | -8股-0.21% | 减仓 |
 AFLAC COMAFL |
| 0.23% | 0.24% | $41.0万 | 3,494股 | $38.1万 | 3,475股 | +19股+0.55% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.23% | 0.21% | $40.2万 | 1,339股 | $33.1万 | 1,336股 | +3股+0.22% | 加仓 |
 VanEck ETF信托ESPO |
| 0.22% | 0.24% | $38.5万 | 4,288股 | $38.8万 | 4,288股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.21% | 0.19% | $38.1万 | 1,066股 | $30.6万 | 1,065股 | +1股+0.09% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.21% | 0.22% | $38.0万 | 1,209股 | $34.6万 | 1,204股 | +5股+0.42% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.21% | 0.2% | $36.8万 | 3,335股 | $32.3万 | 3,326股 | +9股+0.27% | 加仓 |
 Meta平台META |
| 0.2% | 0.23% | $35.7万 | 634股 | $36.3万 | 634股 | 00.00% | 持仓不变 |
 安费诺APH |
| 0.18% | 0.15% | $32.2万 | 1,824股 | $23.0万 | 1,821股 | +3股+0.16% | 加仓 |
 百事可乐PEP |
| 0.16% | 0.21% | $28.7万 | 2,116股 | $32.6万 | 2,099股 | +17股+0.81% | 加仓 |
 阿斯麦ASML |
| 0.16% | — | $28.5万 | 143股 | $0 | 0股 | +143股 | 新买入 |
 阿里巴巴BABA |
| 0.16% | 0.23% | $28.2万 | 2,938股 | $36.7万 | 2,924股 | +14股+0.48% | 加仓 |
 礼来LLY |
| 0.15% | 0.13% | $26.3万 | 219股 | $20.1万 | 219股 | 00.00% | 持仓不变 |
| FFLEXFLEX |
| 0.15% | — | $26.1万 | 1,610股 | $0 | 0股 | +1,610股 | 新买入 |
 Globe LifeGL |
| 0.14% | — | $24.2万 | 1,356股 | $0 | 0股 | +1,356股 | 新买入 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.13% | 0.14% | $23.9万 | 2,301股 | $22.0万 | 2,266股 | +35股+1.54% | 加仓 |
| AAFFINITY BANCSHARES INC |
| 0.13% | 0.17% | $23.1万 | 1.0万股 | $26.7万 | 1.2万股 | -1,781股-14.84% | 减仓 |
