| V先锋领航指数基金VOO |
| 25.85% | 24.04% | $7,932.5万 | 11.5万股 | $6,755.0万 | 11.3万股 | +2,453股+2.17% | 加仓 |
| V先锋领航·FTSEVEA |
| 16.66% | 15.84% | $5,112.0万 | 71.7万股 | $4,450.6万 | 69.5万股 | +2.3万股+3.30% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 9.67% | 10.48% | $2,967.5万 | 38.4万股 | $2,944.0万 | 38.0万股 | +3,766股+0.99% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 9.06% | 10.02% | $2,780.4万 | 92.6万股 | $2,814.9万 | 93.6万股 | -9,634股-1.03% | 减仓 |
| SSPDR道富系列信托BILS |
| 7.96% | 9.11% | $2,443.2万 | 24.6万股 | $2,558.4万 | 25.7万股 | -1.1万股-4.45% | 减仓 |
| IiShares安硕信托STIP |
| 6.98% | 8.04% | $2,142.3万 | 21.0万股 | $2,259.3万 | 21.8万股 | -8,738股-4.00% | 减仓 |
| IiShares安硕·COREIJH |
| 4.44% | 4.26% | $1,361.5万 | 17.7万股 | $1,198.2万 | 17.7万股 | -876股-0.49% | 减仓 |
| IiShares安硕·COREIJR |
| 4.33% | 3.94% | $1,329.9万 | 9.0万股 | $1,107.4万 | 8.9万股 | +586股+0.66% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 2.48% | 2.36% | $761.8万 | 2.2万股 | $662.4万 | 2.2万股 | +45股+0.20% | 加仓 |
| IiShares安硕信托IEFA |
| 1.97% | 2.02% | $605.4万 | 6.3万股 | $566.5万 | 6.3万股 | +97股+0.15% | 加仓 |
| I景顺QQQ信托VOO |
| 1.52% | 1.26% | $466.9万 | 6,340股 | $354.3万 | 6,139股 | +201股+3.27% | 加仓 |
| V先锋领航指数基金VV |
| 1.46% | 1.38% | $446.9万 | 1.3万股 | $387.7万 | 1.3万股 | +20股+0.15% | 加仓 |
 英伟达NVDA |
| 1.43% | 1.31% | $438.7万 | 2.2万股 | $367.2万 | 2.1万股 | +869股+4.13% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 1.05% | 0.94% | $322.2万 | 2.7万股 | $265.3万 | 2.6万股 | +43股+0.16% | 加仓 |
| CColumbia Emerging Markets Ex-ChinaXCEM |
| 1% | 0.83% | $307.0万 | 5.8万股 | $232.5万 | 5.7万股 | +1,066股+1.87% | 加仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.63% | 0.61% | $194.6万 | 1.5万股 | $170.2万 | 1.5万股 | +27股+0.18% | 加仓 |
| V先锋领航·MIDVO |
| 0.61% | 0.6% | $186.5万 | 2.3万股 | $169.7万 | 5,912股 | +1.7万股+291.61% | 加仓 |
 苹果AAPL |
| 0.54% | 0.5% | $165.8万 | 5,729股 | $141.5万 | 5,579股 | +150股+2.69% | 加仓 |
 好市多COST |
| 0.48% | 0.56% | $147.4万 | 1,576股 | $157.0万 | 1,576股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.43% | 0.36% | $131.8万 | 3,730股 | $101.8万 | 3,549股 | +181股+5.10% | 加仓 |
| IiShares安硕信托IVV |
| 0.29% | 0.14% | $87.7万 | 1,171股 | $40.2万 | 615股 | +556股+90.41% | 加仓 |
 泛林集团LRCX |
| 0.18% | 0.1% | $55.3万 | 1,276股 | $27.2万 | 1,275股 | +1股+0.08% | 加仓 |
 微软MSFT |
| 0.15% | 0.15% | $45.5万 | 1,220股 | $41.4万 | 1,120股 | +100股+8.93% | 加仓 |
 雪佛龙CVX |
| 0.13% | 0.19% | $41.1万 | 2,481股 | $54.4万 | 2,631股 | -150股-5.70% | 减仓 |
 达维塔DVA |
| 0.13% | 0.1% | $39.3万 | 1,765股 | $27.1万 | 1,765股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.11% | 0.12% | $34.7万 | 665股 | $33.8万 | 731股 | -66股-9.03% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.09% | 0.09% | $29.1万 | 2,642股 | $25.6万 | 2,642股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.08% | 0.09% | $25.1万 | 502股 | $24.3万 | 508股 | -6股-1.18% | 减仓 |
 谷歌AGOOGL |
| 0.08% | — | $24.2万 | 677股 | $0 | 0股 | +677股 | 新买入 |
 飞塔FTNT |
| 0.08% | — | $23.7万 | 1,543股 | $0 | 0股 | +1,543股 | 新买入 |
| SSTATE ST SPDR EURO STOXX 50FEZ |
| 0.07% | 0.08% | $20.3万 | 2,949股 | $21.2万 | 3,428股 | -479股-13.97% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.07% | — | $20.2万 | 794股 | $0 | 0股 | +794股 | 新买入 |
