| V先锋领航指数基金VTV |
| 16.66% | 19.64% | $2,430.2万 | 11.2万股 | $2,842.2万 | 14.5万股 | -3.3万股-23.02% | 减仓 |
| V先锋领航指数基金VOO |
| 13.03% | 0.28% | $1,900.1万 | 2.6万股 | $41.2万 | 690股 | +2.5万股+3,639.57% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 9.74% | 10.15% | $1,421.0万 | 13.7万股 | $1,468.7万 | 15.1万股 | -1.4万股-9.54% | 减仓 |
 苹果AAPL |
| 8.98% | 8.29% | $1,310.0万 | 4.5万股 | $1,200.1万 | 4.7万股 | -2,012股-4.25% | 减仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 4.96% | 5.07% | $723.9万 | 9.6万股 | $733.3万 | 9.8万股 | -1,943股-1.98% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.41% | 3.66% | $643.7万 | 1.8万股 | $530.1万 | 1.8万股 | -261股-1.41% | 减仓 |
 摩根大通JPM |
| 3.52% | 3.17% | $513.4万 | 1.6万股 | $458.9万 | 1.6万股 | +85股+0.54% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 3.06% | 2.39% | $446.2万 | 4.4万股 | $346.5万 | 4.4万股 | -434股-0.99% | 减仓 |
 亚马逊AMZN |
| 2.89% | 2.47% | $421.4万 | 1.8万股 | $357.6万 | 1.7万股 | +510股+2.97% | 加仓 |
| IiShares安硕信托IVV |
| 2.86% | 2.8% | $417.5万 | 5,574股 | $405.9万 | 6,213股 | -639股-10.28% | 减仓 |
| I景顺交易所交易基金IIEELV |
| 2.65% | 2.82% | $386.1万 | 13.9万股 | $408.3万 | 14.5万股 | -6,525股-4.49% | 减仓 |
 应用材料AMAT |
| 2.34% | 1.11% | $340.8万 | 4,714股 | $161.1万 | 4,714股 | 00.00% | 持仓不变 |
 Meta平台META |
| 2.27% | 2.31% | $331.5万 | 5,885股 | $335.0万 | 5,855股 | +30股+0.51% | 加仓 |
| IiShares安硕·COREIJH |
| 1.88% | 1.67% | $274.0万 | 3.6万股 | $242.1万 | 3.6万股 | -310股-0.86% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.77% | 1.71% | $257.7万 | 1.6万股 | $247.6万 | 1.7万股 | -412股-2.46% | 减仓 |
| GGlobal X基金AIQ |
| 1.46% | 1.14% | $212.6万 | 3.2万股 | $165.6万 | 3.5万股 | -3,069股-8.65% | 减仓 |
 微软MSFT |
| 1.43% | 1.45% | $208.0万 | 5,575股 | $210.4万 | 5,685股 | -110股-1.93% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.18% | 1.15% | $172.2万 | 3,441股 | $167.1万 | 3,488股 | -47股-1.35% | 减仓 |
| F第一信托·USTFDN |
| 1.08% | 1.43% | $157.8万 | 5,961股 | $206.8万 | 8,838股 | -2,877股-32.55% | 减仓 |
| IISHARES FUTURE AI & TECHETFARTY |
| 0.98% | 0.68% | $142.4万 | 1.9万股 | $99.0万 | 2.1万股 | -2,586股-12.15% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.96% | 0.94% | $140.1万 | 2.0万股 | $136.2万 | 2.1万股 | -1,582股-7.45% | 减仓 |
 AMGEN COMAMGN |
| 0.78% | 0.77% | $114.0万 | 3,149股 | $110.8万 | 3,149股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.75% | 0.72% | $110.1万 | 5,504股 | $103.9万 | 5,955股 | -451股-7.57% | 减仓 |
 谷歌AGOOGL |
| 0.69% | 0.56% | $101.0万 | 2,825股 | $81.2万 | 2,825股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.66% | 0.74% | $96.1万 | 1,027股 | $107.3万 | 1,077股 | -50股-4.64% | 减仓 |
| V先锋领航·MIDVO |
| 0.59% | 0.63% | $85.7万 | 1.1万股 | $91.4万 | 3,182股 | +7,456股+234.32% | 加仓 |
| SSCHWAB LONG-TERM U.S. TREASURY ETFSCHQ |
| 0.59% | 0.7% | $85.5万 | 2.7万股 | $101.5万 | 3.2万股 | -5,000股-15.48% | 减仓 |
 卡特彼勒CAT |
| 0.55% | 0.37% | $80.1万 | 752股 | $53.3万 | 752股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.49% | — | $71.4万 | 1,891股 | $0 | 0股 | +1,891股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 0.49% | 0.43% | $71.3万 | 2,374股 | $61.8万 | 2,491股 | -117股-4.70% | 减仓 |
| AARK·ETF TRARKQ |
| 0.47% | 0.43% | $69.1万 | 5,224股 | $62.0万 | 5,513股 | -289股-5.24% | 减仓 |
 史赛克SYK |
| 0.46% | 0.49% | $67.0万 | 2,128股 | $71.2万 | 2,168股 | -40股-1.85% | 减仓 |
| N纳斯达克NDAQ |
| 0.44% | — | $64.2万 | 8,150股 | $0 | 0股 | +8,150股 | 新买入 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.43% | 0.31% | $62.1万 | 2,461股 | $45.4万 | 2,503股 | -42股-1.68% | 减仓 |
 DTE ENERGY COMDTE |
| 0.34% | 0.34% | $50.2万 | 3,293股 | $48.9万 | 3,346股 | -53股-1.58% | 减仓 |
 美光科技MU |
| 0.3% | — | $43.3万 | 375股 | $0 | 0股 | +375股 | 新买入 |
| AABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFGLTR |
| 0.29% | 0.42% | $42.9万 | 2,369股 | $60.1万 | 2,746股 | -377股-13.73% | 减仓 |
| IiShares安硕信托REM |
| 0.28% | 0.3% | $40.9万 | 1.9万股 | $43.8万 | 2.0万股 | -1,842股-9.03% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.28% | 0.34% | $40.4万 | 3,252股 | $49.2万 | 1,153股 | +2,099股+182.05% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.27% | 0.3% | $39.7万 | 1.7万股 | $42.8万 | 2.0万股 | -3,155股-15.84% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.27% | 0.3% | $39.6万 | 4,110股 | $42.8万 | 4,825股 | -715股-14.82% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.26% | 0.25% | $37.5万 | 3,400股 | $36.9万 | 3,800股 | -400股-10.53% | 减仓 |
 LOWES COS COMLOW |
| 0.25% | 0.27% | $37.0万 | 1,676股 | $39.6万 | 1,676股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VNQI |
| 0.25% | 0.29% | $36.6万 | 8,169股 | $42.3万 | 9,513股 | -1,344股-14.13% | 减仓 |
 新思科技SNPS |
| 0.22% | 0.2% | $32.6万 | 731股 | $29.0万 | 731股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.21% | 0.23% | $31.2万 | 2,059股 | $32.9万 | 2,059股 | 00.00% | 持仓不变 |
 DT MIDSTREAM COMMON STOCKDTM |
| 0.21% | 0.19% | $30.1万 | 2,051股 | $27.6万 | 2,051股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIUSG |
| 0.19% | 0.16% | $27.4万 | 1,454股 | $22.6万 | 1,454股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.19% | 0.18% | $27.3万 | 775股 | $25.5万 | 775股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.18% | — | $26.5万 | 1,432股 | $0 | 0股 | +1,432股 | 新买入 |
