| SSPDR标普500 ETFSPY |
| 17.84% | 19.87% | $3,373.0万 | 4.5万股 | $3,357.7万 | 5.2万股 | -6,461股-12.51% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 15.18% | 15.44% | $2,871.0万 | 12.1万股 | $2,609.3万 | 12.1万股 | +8股+0.01% | 加仓 |
 美光科技MU |
| 13.34% | 4.37% | $2,522.0万 | 2.2万股 | $738.1万 | 2.2万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 12.67% | 14.02% | $2,396.3万 | 32股 | $2,369.9万 | 33股 | -1股-3.03% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 5.47% | 6.22% | $1,034.1万 | 1.5万股 | $1,050.8万 | 1.7万股 | -2,335股-13.71% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 5.37% | 5.75% | $1,014.8万 | 2.0万股 | $971.8万 | 2.0万股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 4.58% | 6.35% | $865.8万 | 5.5万股 | $1,073.9万 | 7.3万股 | -1.8万股-24.44% | 减仓 |
| IiShares安硕·COREIJR |
| 2.6% | 2.4% | $492.5万 | 3.3万股 | $404.9万 | 3.3万股 | +640股+1.96% | 加仓 |
 GOLUB CAP BDCGBDC |
| 2.55% | 2.82% | $482.7万 | 37.5万股 | $476.4万 | 37.6万股 | -1,500股-0.40% | 减仓 |
 苹果AAPL |
| 1.36% | 1.34% | $257.8万 | 8,911股 | $226.2万 | 8,911股 | 00.00% | 持仓不变 |
| BBLUE OWL CAPITALOWL |
| 1.34% | 1.56% | $254.0万 | 29.0万股 | $264.4万 | 29.0万股 | +734股+0.25% | 加仓 |
| IiShares安硕信托DVY |
| 1.29% | 2.08% | $243.6万 | 1.6万股 | $351.8万 | 2.3万股 | -7,650股-32.92% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.25% | 1.31% | $236.8万 | 1.2万股 | $220.9万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 1.25% | 1.22% | $236.6万 | 3,160股 | $206.4万 | 3,160股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 1.17% | 1.15% | $221.7万 | 3,228股 | $195.0万 | 3,263股 | -35股-1.07% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.07% | 0.97% | $202.6万 | 5,735股 | $164.5万 | 5,735股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.05% | 1.08% | $198.0万 | 8,309股 | $182.4万 | 8,759股 | -450股-5.14% | 减仓 |
 微软MSFT |
| 0.64% | 0.71% | $120.6万 | 3,232股 | $119.6万 | 3,232股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.63% | 0.54% | $119.9万 | 1,000股 | $92.0万 | 1,000股 | 00.00% | 持仓不变 |
 ARES CAPITALARCC |
| 0.57% | 1.26% | $106.9万 | 5.8万股 | $213.2万 | 11.8万股 | -6.1万股-51.22% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.55% | 0.56% | $103.5万 | 1.9万股 | $95.3万 | 1.9万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.55% | 0.71% | $103.1万 | 2,800股 | $120.5万 | 2,800股 | 00.00% | 持仓不变 |
 Ares管理ARES |
| 0.45% | 0.5% | $85.8万 | 7,705股 | $84.1万 | 7,705股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLE |
| 0.4% | 0.55% | $75.9万 | 1.4万股 | $92.7万 | 1.5万股 | -845股-5.58% | 减仓 |
 英特尔INTC |
| 0.39% | 0.14% | $73.5万 | 5,265股 | $23.2万 | 5,265股 | 00.00% | 持仓不变 |
 BLUE OWL CAP CORPOBDC |
| 0.39% | 0.44% | $73.2万 | 6.7万股 | $74.4万 | 6.7万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.39% | 0.29% | $72.9万 | 685股 | $48.5万 | 685股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.36% | 0.32% | $67.8万 | 1,896股 | $54.5万 | 1,896股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.28% | 0.27% | $53.1万 | 6,168股 | $44.9万 | 1,028股 | +5,140股+500.00% | 加仓 |
 摩根大通JPM |
| 0.28% | 0.28% | $52.6万 | 1,608股 | $47.3万 | 1,608股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.27% | 0.35% | $51.3万 | 2.1万股 | $59.8万 | 2.1万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.26% | 0.31% | $48.4万 | 4,275股 | $53.1万 | 4,275股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VGK |
| 0.25% | 0.27% | $48.1万 | 5,435股 | $44.8万 | 5,435股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.24% | 0.24% | $44.6万 | 5,540股 | $39.8万 | 1,385股 | +4,155股+300.00% | 加仓 |
 强生JNJ |
| 0.18% | 0.2% | $34.4万 | 1,356股 | $33.1万 | 1,356股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 0.16% | 0.17% | $30.8万 | 1,700股 | $28.1万 | 1,700股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWV |
| 0.14% | 0.13% | $26.1万 | 612股 | $22.7万 | 612股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.14% | 0.14% | $25.9万 | 1,187股 | $23.3万 | 1,187股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.14% | 0.14% | $25.6万 | 1,055股 | $22.9万 | 1,055股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.13% | 0.12% | $24.5万 | 1,550股 | $19.8万 | 1,550股 | 00.00% | 持仓不变 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.12% | 0.13% | $22.9万 | 1,935股 | $21.6万 | 1,935股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.12% | 0.12% | $22.2万 | 917股 | $19.6万 | 915股 | +2股+0.22% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.11% | 0.23% | $21.6万 | 413股 | $39.6万 | 855股 | -442股-51.70% | 减仓 |
 UNITED BANKSHARES WEST VUBSI |
| 0.11% | 0.11% | $21.2万 | 4,619股 | $19.1万 | 4,619股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 0.11% | 0.12% | $20.5万 | 2,628股 | $20.6万 | 2,628股 | 00.00% | 持仓不变 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.11% | 0.12% | $20.0万 | 1,200股 | $20.8万 | 1,200股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 0.1% | 0.13% | $19.4万 | 2,565股 | $22.6万 | 2,565股 | 00.00% | 持仓不变 |
 波音BA |
| 0.1% | 0.1% | $18.9万 | 874股 | $17.4万 | 874股 | 00.00% | 持仓不变 |
| KKKR & COMKKR |
| 0.1% | 0.11% | $18.4万 | 2,000股 | $18.5万 | 2,000股 | 00.00% | 持仓不变 |
 WASTE MGMT DELWM |
| 0.09% | 0.1% | $17.2万 | 770股 | $17.7万 | 770股 | 00.00% | 持仓不变 |
