| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 7.52% | 7.12% | $1,008.5万 | 11.5万股 | $796.6万 | 2.2万股 | +9.3万股+429.12% | 加仓 |
 微软MSFT |
| 7.34% | 8.67% | $984.5万 | 2.6万股 | $970.1万 | 2.6万股 | +185股+0.71% | 加仓 |
| V先锋领航指数基金VOO |
| 7% | 7.13% | $938.9万 | 1.4万股 | $797.7万 | 1.3万股 | +320股+2.40% | 加仓 |
| V先锋领航全球基金MGV |
| 5.22% | 5.2% | $699.3万 | 4.3万股 | $581.6万 | 4.0万股 | +2,657股+6.62% | 加仓 |
 英伟达NVDA |
| 4.12% | 4.08% | $552.5万 | 2.8万股 | $456.7万 | 2.6万股 | +1,426股+5.45% | 加仓 |
| GGlobal X基金PAVE |
| 3.22% | 3.2% | $431.4万 | 7.3万股 | $358.2万 | 7.1万股 | +2,716股+3.85% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.2% | 3.38% | $428.6万 | 6.0万股 | $377.9万 | 5.9万股 | +1,182股+2.00% | 加仓 |
| SSPDR道富系列信托SPYG |
| 2.9% | 2.22% | $388.2万 | 3.3万股 | $248.5万 | 2.5万股 | +7,245股+28.54% | 加仓 |
 Meta平台META |
| 2.45% | 2.78% | $328.3万 | 5,829股 | $311.2万 | 5,439股 | +390股+7.17% | 加仓 |
 苹果AAPL |
| 2.43% | 2.45% | $326.0万 | 1.1万股 | $274.1万 | 1.1万股 | +466股+4.32% | 加仓 |
 亚马逊AMZN |
| 2.28% | 2.2% | $306.2万 | 1.3万股 | $245.8万 | 1.2万股 | +1,042股+8.83% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.95% | 1.79% | $261.3万 | 1.1万股 | $200.1万 | 9,210股 | +1,542股+16.74% | 加仓 |
| S道富SPYV |
| 1.87% | 2.27% | $250.4万 | 4.1万股 | $253.6万 | 4.5万股 | -3,622股-8.08% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.8% | 1.88% | $240.8万 | 1.2万股 | $209.9万 | 1.1万股 | +797股+7.00% | 加仓 |
| IiShares安硕信托IEFA |
| 1.68% | 1.79% | $225.0万 | 2.3万股 | $200.8万 | 2.2万股 | +1,112股+5.01% | 加仓 |
| V先锋领航指数基金VOT |
| 1.52% | 1.45% | $203.5万 | 6,645股 | $161.9万 | 6,292股 | +353股+5.61% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.48% | 1.68% | $198.9万 | 2.0万股 | $187.7万 | 1.9万股 | +1,071股+5.74% | 加仓 |
| V先锋领航·MIDVO |
| 1.32% | 1.35% | $177.2万 | 2.2万股 | $151.5万 | 5,277股 | +1.7万股+316.85% | 加仓 |
| IiShares安硕信托IEI |
| 1.28% | 1.05% | $171.1万 | 1.5万股 | $117.3万 | 9,892股 | +4,680股+47.31% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 1.18% | 0.76% | $157.9万 | 1.9万股 | $85.1万 | 1.0万股 | +8,928股+86.62% | 加仓 |
 谷歌AGOOGL |
| 1.03% | 0.91% | $137.6万 | 3,851股 | $101.9万 | 3,542股 | +309股+8.72% | 加仓 |
| V先锋领航指数基金VBK |
| 1.01% | 0.95% | $135.5万 | 3,706股 | $106.8万 | 3,532股 | +174股+4.93% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.96% | 0.82% | $128.5万 | 4,277股 | $91.3万 | 3,683股 | +594股+16.13% | 加仓 |
| IiShares安硕信托HYG |
| 0.95% | 1.18% | $127.6万 | 1.6万股 | $132.1万 | 1.7万股 | -650股-3.91% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.91% | 0.71% | $122.1万 | 6,411股 | $79.2万 | 5,963股 | +448股+7.51% | 加仓 |
| V先锋领航指数基金VXF |
| 0.9% | 0.87% | $120.8万 | 4,905股 | $97.3万 | 4,728股 | +177股+3.74% | 加仓 |
| IiShares安硕信托MTUM |
| 0.88% | 0.73% | $117.6万 | 3,430股 | $81.8万 | 3,409股 | +21股+0.62% | 加仓 |
| IiShares安硕IEMG |
| 0.86% | 0.76% | $115.3万 | 1.4万股 | $84.7万 | 1.2万股 | +1,771股+14.58% | 加仓 |
| IiShares安硕信托GJS |
| 0.82% | 0.87% | $110.4万 | 4.8万股 | $97.6万 | 4.3万股 | +5,857股+13.75% | 加仓 |
| IiShares安硕信托IVV |
| 0.81% | 0.51% | $108.1万 | 1,443股 | $56.8万 | 870股 | +573股+65.86% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.8% | 0.78% | $106.7万 | 1.2万股 | $87.5万 | 1.1万股 | +689股+6.23% | 加仓 |
 特斯拉TSLA |
| 0.78% | 0.69% | $104.6万 | 2,487股 | $77.6万 | 2,088股 | +399股+19.11% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.77% | 0.47% | $103.0万 | 1.2万股 | $52.3万 | 6,965股 | +5,329股+76.51% | 加仓 |
 博通AVGO |
| 0.77% | 0.76% | $102.9万 | 2,725股 | $85.5万 | 2,763股 | -38股-1.38% | 减仓 |
| IiShares安硕信托SGOV |
| 0.75% | 1.13% | $100.2万 | 9,954股 | $126.6万 | 1.3万股 | -2,621股-20.84% | 减仓 |
| AALERIAN MLP IDX ETNS DUE JANUARY 28, 2044AMJB |
| 0.68% | 0.84% | $91.1万 | 2.6万股 | $94.0万 | 2.7万股 | -784股-2.88% | 减仓 |
| IiShares安硕信托TIP |
| 0.66% | 0.83% | $88.6万 | 8,099股 | $93.2万 | 8,449股 | -350股-4.14% | 减仓 |
| WWisdomTree·BLOOMBERG US DOLLAR BULLISH FUNDUSDU |
| 0.65% | 0.68% | $87.4万 | 3.3万股 | $76.3万 | 2.9万股 | +3,689股+12.73% | 加仓 |
| IiShares安硕信托IGIB |
| 0.62% | 0.77% | $83.4万 | 1.6万股 | $86.3万 | 1.6万股 | -532股-3.28% | 减仓 |
 礼来LLY |
| 0.59% | 0.44% | $79.2万 | 660股 | $48.9万 | 532股 | +128股+24.06% | 加仓 |
| IiShares安硕信托IWV |
| 0.59% | 0.62% | $78.5万 | 1,842股 | $69.2万 | 1,866股 | -24股-1.29% | 减仓 |
| CColumbia Emerging Markets Ex-ChinaXCEM |
| 0.57% | — | $76.8万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 PALO ALTOPANW |
| 0.57% | 0.32% | $76.3万 | 2,238股 | $36.3万 | 2,264股 | -26股-1.15% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.57% | 0.59% | $75.9万 | 6,112股 | $65.7万 | 1,541股 | +4,571股+296.63% | 加仓 |
| V先锋领航指数基金VB |
| 0.54% | 0.48% | $72.0万 | 2,376股 | $53.9万 | 2,056股 | +320股+15.56% | 加仓 |
| IiShares安硕信托IEUR |
| 0.53% | 0.43% | $70.4万 | 9,369股 | $48.1万 | 6,839股 | +2,530股+36.99% | 加仓 |
 GE VernovaGEV |
| 0.52% | 0.5% | $70.4万 | 599股 | $56.3万 | 645股 | -46股-7.13% | 减仓 |
| IiShares安硕信托TLH |
| 0.49% | 0.56% | $65.7万 | 6,544股 | $62.9万 | 6,248股 | +296股+4.74% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 0.49% | 0.56% | $65.6万 | 6,086股 | $63.2万 | 6,907股 | -821股-11.89% | 减仓 |
| AALPS CLEAN ENERGY ETFACES |
| 0.48% | 0.51% | $64.5万 | 1.8万股 | $57.1万 | 1.7万股 | +1,175股+6.90% | 加仓 |
