| IiShares安硕信托IVV |
| 5.03% | 4.69% | $1,001.2万 | 1.3万股 | $818.7万 | 1.3万股 | +836股+6.67% | 加仓 |
 苹果AAPL |
| 4.35% | 10.91% | $865.8万 | 3.0万股 | $1,903.6万 | 7.5万股 | -4.5万股-60.11% | 减仓 |
| WWisdomTree信托DGRW |
| 4.26% | 4.23% | $847.9万 | 8.9万股 | $738.8万 | 8.4万股 | +4,558股+5.42% | 加仓 |
| I景顺QQQ信托VOO |
| 3.54% | 2.95% | $704.1万 | 9,561股 | $515.4万 | 8,929股 | +632股+7.08% | 加仓 |
 英伟达NVDA |
| 2.86% | 2.65% | $570.3万 | 2.9万股 | $462.5万 | 2.7万股 | +1,980股+7.47% | 加仓 |
| AALPS ETF信托SMTH |
| 2.19% | 2.86% | $436.8万 | 17.0万股 | $500.1万 | 19.4万股 | -2.4万股-12.60% | 减仓 |
| IiShares安硕信托DGRO |
| 2.17% | 2.15% | $431.7万 | 5.7万股 | $375.6万 | 5.4万股 | +3,446股+6.44% | 加仓 |
 微软MSFT |
| 2.12% | 2.07% | $422.2万 | 1.1万股 | $361.5万 | 9,767股 | +1,553股+15.90% | 加仓 |
 谷歌AGOOGL |
| 2.04% | 1.76% | $407.0万 | 1.1万股 | $307.6万 | 1.1万股 | +693股+6.48% | 加仓 |
 博通AVGO |
| 1.99% | 1.82% | $396.8万 | 1.1万股 | $317.5万 | 1.0万股 | +247股+2.41% | 加仓 |
 亚马逊AMZN |
| 1.89% | 1.72% | $375.6万 | 1.6万股 | $300.6万 | 1.4万股 | +1,328股+9.20% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.63% | 1.64% | $324.7万 | 2.1万股 | $286.6万 | 1.9万股 | +1,192股+6.16% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.5% | 1.48% | $299.4万 | 1.4万股 | $257.9万 | 1.3万股 | +637股+4.74% | 加仓 |
 礼来LLY |
| 1.46% | 1.19% | $291.5万 | 2,430股 | $207.8万 | 2,259股 | +171股+7.57% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.46% | 1.53% | $290.2万 | 5,800股 | $266.8万 | 5,567股 | +233股+4.19% | 加仓 |
| IiShares安硕信托ITOT |
| 1.35% | 1.33% | $269.2万 | 1.6万股 | $232.8万 | 1.6万股 | +42股+0.26% | 加仓 |
| F富达Covington信托FENI |
| 1.31% | — | $261.3万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 默沙东MRK |
| 1.31% | 1.29% | $260.6万 | 2.0万股 | $224.7万 | 1.9万股 | +1,596股+8.54% | 加仓 |
 摩根大通JPM |
| 1.25% | 1.22% | $249.0万 | 7,606股 | $212.6万 | 7,228股 | +378股+5.23% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.24% | 0.64% | $246.5万 | 5,713股 | $111.5万 | 6,791股 | -1,078股-15.87% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.22% | 1.23% | $243.6万 | 2.9万股 | $214.0万 | 2.6万股 | +3,612股+13.97% | 加仓 |
| F富兰克林邓普顿ETF信托YLDE |
| 1.14% | 1.13% | $226.1万 | 3.9万股 | $197.9万 | 3.6万股 | +3,017股+8.37% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.12% | 1.16% | $222.2万 | 4.9万股 | $203.0万 | 4.4万股 | +4,353股+9.78% | 加仓 |
| V先锋领航全球基金VGT |
| 1.11% | 0.84% | $220.9万 | 1.8万股 | $146.5万 | 2,099股 | +1.6万股+780.66% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.09% | 1.06% | $218.0万 | 4.9万股 | $184.7万 | 4.8万股 | +1,614股+3.40% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.99% | 1.27% | $196.8万 | 7.4万股 | $221.2万 | 8.4万股 | -1.0万股-12.09% | 减仓 |
| V先锋领航·MIDVO |
| 0.98% | 0.95% | $195.6万 | 2.4万股 | $166.2万 | 5,789股 | +1.8万股+319.28% | 加仓 |
 Meta平台META |
| 0.89% | 0.93% | $178.0万 | 3,160股 | $162.3万 | 2,838股 | +322股+11.35% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.88% | 0.83% | $174.7万 | 2,340股 | $144.1万 | 2,215股 | +125股+5.64% | 加仓 |
| CCAMBRIA ETF TRTRTY |
| 0.88% | — | $174.5万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| C花旗集团C |
| 0.85% | 0.77% | $168.8万 | 1.2万股 | $134.9万 | 1.2万股 | +163股+1.37% | 加仓 |
| F富达Covington信托FSMD |
| 0.83% | 0.76% | $165.4万 | 3.1万股 | $132.9万 | 3.0万股 | +1,575股+5.30% | 加仓 |
 沃尔玛WMT |
| 0.81% | 0.98% | $161.4万 | 1.4万股 | $170.7万 | 1.4万股 | +516股+3.76% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.79% | 0.71% | $157.2万 | 4,448股 | $124.1万 | 4,324股 | +124股+2.87% | 加仓 |
| IiShares安硕信托EFV |
| 0.78% | 0.79% | $155.8万 | 2.0万股 | $138.4万 | 1.9万股 | +1,733股+9.31% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.78% | 0.76% | $154.6万 | 4.2万股 | $132.0万 | 3.9万股 | +3,257股+8.33% | 加仓 |
| IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF |
| 0.77% | — | $154.0万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 美国运通AXP |
| 0.76% | 0.73% | $152.2万 | 4,500股 | $127.8万 | 4,226股 | +274股+6.48% | 加仓 |
| BBANK OF AMERBAC |
| 0.74% | 0.68% | $147.9万 | 2.6万股 | $118.2万 | 2.4万股 | +1,715股+7.08% | 加仓 |
 强生JNJ |
| 0.73% | 0.76% | $144.9万 | 5,704股 | $132.9万 | 5,436股 | +268股+4.93% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.7% | 0.7% | $139.0万 | 1.8万股 | $122.6万 | 1.6万股 | +2,195股+14.03% | 加仓 |
 艾伯维ABBV |
| 0.68% | 0.48% | $135.8万 | 5,397股 | $83.8万 | 3,853股 | +1,544股+40.07% | 加仓 |
 雷神技术RTX |
| 0.66% | 0.7% | $131.4万 | 6,924股 | $122.7万 | 6,359股 | +565股+8.89% | 加仓 |
 GE VernovaGEV |
| 0.64% | 0.54% | $126.5万 | 1,077股 | $95.0万 | 1,089股 | -12股-1.10% | 减仓 |
 安费诺APH |
| 0.6% | 0.42% | $120.4万 | 6,828股 | $72.8万 | 5,764股 | +1,064股+18.46% | 加仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 0.55% | 0.59% | $108.8万 | 1.3万股 | $102.9万 | 1.4万股 | -804股-5.77% | 减仓 |
 埃克森美孚XOM |
| 0.54% | 0.65% | $108.0万 | 7,902股 | $112.8万 | 6,649股 | +1,253股+18.84% | 加仓 |
| CCOLUMBIA ETF TR IRECS |
| 0.53% | 0.53% | $106.4万 | 2.5万股 | $92.5万 | 2.4万股 | +849股+3.58% | 加仓 |
 通用动力GD |
| 0.52% | 0.42% | $103.6万 | 2,926股 | $73.8万 | 2,150股 | +776股+36.09% | 加仓 |
 BOOKING COMBKNG |
| 0.52% | 0.52% | $103.2万 | 5,788股 | $90.3万 | 215股 | +5,573股+2,592.09% | 加仓 |
