| G通用动力VTI |
| 19.72% | 23.43% | $2,988.0万 | 8.1万股 | $2,773.8万 | 8.6万股 | -5,712股-6.61% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 7.41% | 8.41% | $1,123.1万 | 2.1万股 | $995.8万 | 2.1万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 6.73% | 7.51% | $1,019.4万 | 1.4万股 | $889.1万 | 1.4万股 | -20股-0.15% | 减仓 |
| V先锋领航债券指数基金BSV |
| 4.56% | — | $690.7万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 2.12% | 1.14% | $321.5万 | 9,100股 | $134.8万 | 4,700股 | +4,400股+93.62% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 2.06% | — | $311.4万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 摩根大通JPM |
| 1.94% | 0.88% | $294.6万 | 9,000股 | $104.3万 | 3,545股 | +5,455股+153.88% | 加仓 |
 CienaCIEN |
| 1.49% | 1.76% | $225.9万 | 4,605股 | $207.9万 | 5,355股 | -750股-14.01% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 1.39% | 0.99% | $210.8万 | 8,560股 | $117.8万 | 5,660股 | +2,900股+51.24% | 加仓 |
 思科CSCO |
| 1.22% | 1.14% | $184.7万 | 1.6万股 | $134.9万 | 1.7万股 | -1,660股-9.55% | 减仓 |
 HALLIBURTON COMHAL |
| 1.11% | 1.18% | $168.5万 | 5.0万股 | $140.2万 | 3.6万股 | +1.4万股+38.02% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.11% | 1.18% | $168.4万 | 1.8万股 | $139.6万 | 2.2万股 | -3,140股-14.53% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 1.08% | 0.92% | $163.9万 | 2.0万股 | $109.4万 | 1.5万股 | +5,000股+34.32% | 加仓 |
 斯伦贝谢SLB |
| 1.04% | 1.03% | $157.6万 | 3.4万股 | $122.3万 | 2.4万股 | +1.0万股+42.44% | 加仓 |
 沃特世WAT |
| 1% | 0.91% | $151.9万 | 4,050股 | $107.2万 | 3,600股 | +450股+12.50% | 加仓 |
 阿格尼科鹰矿AEM |
| 0.99% | 1.78% | $150.6万 | 9,706股 | $210.2万 | 1.0万股 | -650股-6.28% | 减仓 |
 艾默生电气EMR |
| 0.98% | 1.16% | $149.2万 | 1.0万股 | $137.4万 | 1.0万股 | -70股-0.67% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.93% | — | $141.7万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 KIRBYKEX |
| 0.91% | 1.25% | $138.3万 | 1.0万股 | $147.4万 | 1.1万股 | -920股-8.29% | 减仓 |
 PULTEPHM |
| 0.91% | — | $137.2万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 Truist金融TFC |
| 0.9% | 0.6% | $136.7万 | 2.7万股 | $70.9万 | 1.5万股 | +1.2万股+77.77% | 加仓 |
| BBANK OF AMERBAC |
| 0.82% | 0.91% | $124.2万 | 2.2万股 | $107.3万 | 2.2万股 | -225股-1.02% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.79% | 0.56% | $120.3万 | 3,825股 | $66.7万 | 2,325股 | +1,500股+64.52% | 加仓 |
 默沙东MRK |
| 0.74% | 0.7% | $112.9万 | 8,783股 | $83.4万 | 6,933股 | +1,850股+26.68% | 加仓 |
| GGE医疗GEHC |
| 0.73% | 0.72% | $110.9万 | 1.7万股 | $84.8万 | 1.2万股 | +5,410股+45.42% | 加仓 |
 KeyCorpKEY |
| 0.71% | 0.79% | $107.0万 | 4.6万股 | $93.1万 | 4.6万股 | 00.00% | 持仓不变 |
| BBECTON DICKINSON & COMBDX |
| 0.69% | 0.82% | $105.3万 | 6,955股 | $96.6万 | 6,145股 | +810股+13.18% | 加仓 |
| AAPTIVAPTV |
| 0.69% | 0.79% | $104.5万 | 1.7万股 | $93.9万 | 1.4万股 | +3,510股+25.96% | 加仓 |
 FORTIVE COMFTV |
| 0.69% | 0.8% | $104.3万 | 1.7万股 | $94.3万 | 1.7万股 | 00.00% | 持仓不变 |
 ITTITT |
| 0.67% | 0.83% | $101.5万 | 5,130股 | $97.7万 | 5,130股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.67% | 0.77% | $101.3万 | 1,475股 | $90.6万 | 1,516股 | -41股-2.70% | 减仓 |
 SBA通信SBAC |
| 0.62% | 0.78% | $93.4万 | 5,295股 | $92.7万 | 5,385股 | -90股-1.67% | 减仓 |
 FORTISFTS |
| 0.61% | 0.88% | $92.4万 | 1.6万股 | $104.6万 | 1.9万股 | -2,600股-13.87% | 减仓 |
| MMKSMKSI |
| 0.58% | 0.61% | $88.5万 | 1,990股 | $72.2万 | 3,140股 | -1,150股-36.62% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.58% | 0.61% | $87.4万 | 2,910股 | $72.2万 | 2,910股 | 00.00% | 持仓不变 |
 卡地纳健康CAH |
| 0.58% | 0.66% | $87.4万 | 3,680股 | $77.8万 | 3,680股 | 00.00% | 持仓不变 |
| SSOLVENTUM COM SHSSOLV |
| 0.57% | 0.61% | $85.9万 | 1.1万股 | $72.7万 | 1.1万股 | 00.00% | 持仓不变 |
 HUMANA COMHUM |
| 0.56% | 0.39% | $85.0万 | 2,140股 | $46.1万 | 2,660股 | -520股-19.55% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.56% | 0.9% | $84.1万 | 1.1万股 | $106.9万 | 1.6万股 | -4,550股-29.16% | 减仓 |
 ExpediaEXPE |
| 0.55% | 0.75% | $83.2万 | 3,250股 | $88.9万 | 3,850股 | -600股-15.58% | 减仓 |
 CARRIER GLOBALCARR |
| 0.55% | — | $82.9万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| GGitLabGTLB |
| 0.54% | 0.49% | $82.2万 | 2.7万股 | $58.3万 | 2.7万股 | 00.00% | 持仓不变 |
 恩智浦NXPI |
| 0.54% | 0.5% | $82.1万 | 2,920股 | $59.7万 | 3,035股 | -115股-3.79% | 减仓 |
 NORDSONNDSN |
| 0.54% | 0.61% | $81.5万 | 2,700股 | $71.8万 | 2,700股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 0.54% | 0.74% | $81.2万 | 2,725股 | $87.2万 | 8,800股 | -6,075股-69.03% | 减仓 |
| EELASTICESTC |
| 0.53% | 0.49% | $80.4万 | 1.4万股 | $57.9万 | 1.2万股 | +2,525股+21.81% | 加仓 |
 DOLLAR GEN NEWDG |
| 0.53% | 0.57% | $80.3万 | 6,975股 | $67.3万 | 5,670股 | +1,305股+23.02% | 加仓 |
 HUNT J B TRANS SVCSJBHT |
| 0.53% | 0.62% | $79.6万 | 2,750股 | $73.1万 | 3,450股 | -700股-20.29% | 减仓 |
| CCOGNEXCGNX |
| 0.52% | 0.45% | $79.3万 | 1.1万股 | $53.6万 | 1.1万股 | 00.00% | 持仓不变 |
 WESCO INTLWCC |
| 0.52% | 0.67% | $78.8万 | 2,280股 | $78.8万 | 2,880股 | -600股-20.83% | 减仓 |
