| V先锋领航指数基金VOO |
| 13.25% | — | $1,778.9万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 10.16% | 11.47% | $1,364.3万 | 40.3万股 | $1,161.5万 | 39.9万股 | +4,419股+1.11% | 加仓 |
| SSPDR道富指数基金SPDW |
| 6.14% | 7.07% | $824.3万 | 16.4万股 | $715.4万 | 15.7万股 | +6,865股+4.38% | 加仓 |
 英伟达NVDA |
| 5.56% | 6.61% | $746.4万 | 3.7万股 | $669.0万 | 3.8万股 | -1,057股-2.76% | 减仓 |
| IiShares安硕信托IEFA |
| 5.46% | 6.35% | $733.6万 | 7.6万股 | $642.9万 | 7.1万股 | +4,945股+6.96% | 加仓 |
 苹果AAPL |
| 4.34% | 5.24% | $582.1万 | 2.0万股 | $530.9万 | 2.1万股 | -802股-3.83% | 减仓 |
| IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF |
| 4% | 4.45% | $537.0万 | 6.0万股 | $450.7万 | 6.0万股 | +532股+0.89% | 加仓 |
| V先锋领航·MIDVO |
| 3.7% | 4.3% | $497.4万 | 6.2万股 | $435.1万 | 1.5万股 | +4.7万股+307.44% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 3.47% | 3.21% | $466.3万 | 2.9万股 | $325.4万 | 2.9万股 | -162股-0.56% | 减仓 |
| IiShares安硕信托DGRO |
| 3.26% | 3.87% | $438.3万 | 5.8万股 | $391.4万 | 5.6万股 | +2,060股+3.69% | 加仓 |
| S嘉信策略信托SCHD |
| 3.25% | 3.64% | $435.8万 | 13.7万股 | $368.4万 | 12.0万股 | +1.7万股+14.43% | 加仓 |
| LLATTICE STRATEGIES TRROUS |
| 3.15% | 3.62% | $423.1万 | 6.3万股 | $366.3万 | 6.2万股 | +729股+1.17% | 加仓 |
 微软MSFT |
| 3.15% | 4.1% | $422.6万 | 1.1万股 | $415.4万 | 1.1万股 | +108股+0.96% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 2.89% | 3.45% | $388.5万 | 3.4万股 | $349.4万 | 3.4万股 | +613股+1.81% | 加仓 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 2.37% | 2.65% | $317.8万 | 1.9万股 | $268.2万 | 1.8万股 | +186股+1.01% | 加仓 |
 博通AVGO |
| 2% | 2.34% | $269.1万 | 7,125股 | $236.9万 | 7,653股 | -528股-6.90% | 减仓 |
| IiShares安硕IEMG |
| 1.88% | 2.01% | $252.4万 | 3.0万股 | $203.4万 | 2.9万股 | +1,311股+4.50% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.79% | 2.02% | $240.3万 | 4.0万股 | $204.8万 | 3.8万股 | +2,356股+6.22% | 加仓 |
 iShares安硕信托AFL |
| 1.45% | 1.8% | $195.3万 | 1.8万股 | $181.9万 | 1.7万股 | +1,292股+7.79% | 加仓 |
 谷歌AGOOGL |
| 1.39% | 1.54% | $186.4万 | 5,217股 | $155.9万 | 5,421股 | -204股-3.76% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.32% | 1.73% | $176.6万 | 3.5万股 | $175.5万 | 3.5万股 | +239股+0.69% | 加仓 |
| IiShares安硕信托ICSH |
| 1.21% | 1.62% | $162.3万 | 3.2万股 | $163.5万 | 3.2万股 | -213股-0.66% | 减仓 |
 亚马逊AMZN |
| 1.18% | 1.45% | $158.5万 | 6,650股 | $146.5万 | 7,032股 | -382股-5.43% | 减仓 |
 台积电TSM |
| 1.02% | 0.92% | $136.7万 | 2,862股 | $93.3万 | 2,761股 | +101股+3.66% | 加仓 |
| IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARYBSTP |
| 0.96% | 1.17% | $129.1万 | 3.3万股 | $118.3万 | 3.3万股 | -26股-0.08% | 减仓 |
 美光科技MU |
| 0.96% | 0.58% | $128.8万 | 1,116股 | $58.9万 | 1,742股 | -626股-35.94% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.93% | 1.14% | $124.8万 | 1.6万股 | $115.9万 | 1.5万股 | +1,262股+8.41% | 加仓 |
 泛林集团LRCX |
| 0.89% | 0.63% | $119.6万 | 2,760股 | $63.3万 | 2,964股 | -204股-6.88% | 减仓 |
 思科CSCO |
| 0.78% | 0.8% | $104.6万 | 8,904股 | $80.8万 | 1.0万股 | -1,516股-14.55% | 减仓 |
 Meta平台META |
| 0.72% | 0.87% | $97.2万 | 1,726股 | $88.2万 | 1,541股 | +185股+12.01% | 加仓 |
| S嘉信策略信托SGVT |
| 0.69% | 1.56% | $93.0万 | 9,232股 | $158.3万 | 1.6万股 | -6,482股-41.25% | 减仓 |
 特斯拉TSLA |
| 0.66% | 0.77% | $88.6万 | 2,107股 | $77.6万 | 2,087股 | +20股+0.96% | 加仓 |
| I景顺·TOTAL RETURN BOND ETFGTO |
| 0.62% | 0.78% | $83.4万 | 1.8万股 | $79.5万 | 1.7万股 | +817股+4.81% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.62% | 0.84% | $82.9万 | 3.4万股 | $85.3万 | 3.5万股 | -799股-2.27% | 减仓 |
 AMD超威AMD |
| 0.61% | 0.49% | $81.4万 | 1,401股 | $50.1万 | 2,461股 | -1,060股-43.07% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.5% | 0.7% | $67.2万 | 1.2万股 | $70.6万 | 1.2万股 | -512股-4.25% | 减仓 |
| VVANGUARD EMERGINGVWOB |
| 0.45% | — | $60.1万 | 8,942股 | $0 | 0股 | +8,942股 | 新买入 |
| SSTATE STREET SPDR US LARGE CAP LOW VOLATILITYINDEX ETFLGLV |
| 0.4% | 0.53% | $54.1万 | 2,984股 | $53.2万 | 2,988股 | -4股-0.13% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.4% | 0.49% | $53.4万 | 1.5万股 | $49.4万 | 1.5万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 0.39% | 0.41% | $52.2万 | 6,604股 | $41.9万 | 5,289股 | +1,315股+24.86% | 加仓 |
| NNYLI MACKAY MUNI INTERMEDIATE ETFMMIT |
| 0.36% | 0.48% | $48.6万 | 2.0万股 | $48.1万 | 2.0万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.36% | 0.34% | $48.2万 | 1,289股 | $34.4万 | 1,212股 | +77股+6.35% | 加仓 |
 帕兰提尔PLTR |
| 0.33% | 0.55% | $44.1万 | 3,779股 | $55.5万 | 3,791股 | -12股-0.32% | 减仓 |
| SSPDR行业精选信托XLP |
| 0.3% | — | $40.0万 | 4,811股 | $0 | 0股 | +4,811股 | 新买入 |
 GE VernovaGEV |
| 0.19% | — | $25.7万 | 219股 | $0 | 0股 | +219股 | 新买入 |
| IiShares安硕信托LQD |
| 0.16% | 0.22% | $22.0万 | 2,020股 | $22.0万 | 2,020股 | 00.00% | 持仓不变 |
| DDBX ETF信托RVNU |
| 0.16% | 0.2% | $21.3万 | 8,400股 | $20.7万 | 8,400股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.16% | 0.25% | $21.2万 | 1,873股 | $25.1万 | 2,022股 | -149股-7.37% | 减仓 |
| CCREDIT SUISSE HIGH YIELD CREDI SH BEN INTDHY |
| 0.01% | 0.02% | $2.0万 | 1.1万股 | $1.9万 | 1.0万股 | +1,000股+10.00% | 加仓 |
