| V先锋领航指数基金VOO |
| 35.24% | 36.84% | $1,887.0万 | 2.7万股 | $1,637.5万 | 2.7万股 | +71股+0.26% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 9.3% | 11.1% | $498.0万 | 10.6万股 | $493.5万 | 10.5万股 | +1,266股+1.21% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 5.98% | — | $320.2万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 4.73% | 5.67% | $253.1万 | 5.3万股 | $252.2万 | 5.3万股 | +344股+0.65% | 加仓 |
| DDBX ETF信托SNPE |
| 4.33% | 4.53% | $231.6万 | 3.4万股 | $201.4万 | 3.4万股 | -184股-0.54% | 减仓 |
| G高盛ETF信托GINC |
| 4.14% | 4.51% | $221.6万 | 4.0万股 | $200.6万 | 4.0万股 | -196股-0.49% | 减仓 |
 苹果AAPL |
| 3.63% | 3.82% | $194.3万 | 6,716股 | $169.8万 | 6,692股 | +24股+0.36% | 加仓 |
 GE航空GE |
| 3.36% | 2.94% | $180.1万 | 4,819股 | $130.8万 | 4,609股 | +210股+4.56% | 加仓 |
| SSPDR黄金信托GLD |
| 2.65% | — | $142.2万 | 3,859股 | $0 | 0股 | +3,859股 | 新买入 |
 GE VernovaGEV |
| 2.62% | 2.26% | $140.0万 | 1,192股 | $100.5万 | 1,151股 | +41股+3.56% | 加仓 |
| V先锋领航白厅基金VYMI |
| 2.35% | 2.51% | $125.8万 | 1.3万股 | $111.8万 | 1.2万股 | +947股+7.98% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.81% | — | $96.9万 | 3,198股 | $0 | 0股 | +3,198股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 1.67% | 1.91% | $89.4万 | 1,786股 | $84.8万 | 1,769股 | +17股+0.96% | 加仓 |
| G通用动力VTI |
| 1.49% | 1.35% | $79.9万 | 2,158股 | $59.9万 | 1,868股 | +290股+15.52% | 加仓 |
 微软MSFT |
| 1.2% | 2.1% | $64.5万 | 1,728股 | $93.4万 | 2,524股 | -796股-31.54% | 减仓 |
| IiShares安硕信托IEFA |
| 1.15% | 1.3% | $61.6万 | 6,377股 | $57.7万 | 6,377股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 1.12% | 0.57% | $59.8万 | 801股 | $25.1万 | 386股 | +415股+107.51% | 加仓 |
 特斯拉TSLA |
| 0.91% | 0.97% | $48.7万 | 1,157股 | $43.0万 | 1,157股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.82% | 0.84% | $43.7万 | 2,185股 | $37.2万 | 2,130股 | +55股+2.58% | 加仓 |
 谷歌AGOOGL |
| 0.78% | 0.71% | $41.6万 | 1,165股 | $31.7万 | 1,104股 | +61股+5.53% | 加仓 |
| IiShares安硕信托IVV |
| 0.64% | 0.68% | $34.5万 | 461股 | $30.1万 | 461股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.63% | 0.67% | $33.8万 | 4,081股 | $29.7万 | 4,262股 | -181股-4.25% | 减仓 |
 亚马逊AMZN |
| 0.54% | 0.55% | $29.1万 | 1,220股 | $24.3万 | 1,166股 | +54股+4.63% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.54% | 0.12% | $28.6万 | 2,241股 | $5.5万 | 501股 | +1,740股+347.31% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.36% | — | $19.3万 | 2,257股 | $0 | 0股 | +2,257股 | 新买入 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.35% | — | $19.0万 | 2,298股 | $0 | 0股 | +2,298股 | 新买入 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.35% | — | $19.0万 | 2,295股 | $0 | 0股 | +2,295股 | 新买入 |
| IiShares安硕信托SGOV |
| 0.34% | 0.15% | $18.1万 | 1,799股 | $6.7万 | 667股 | +1,132股+169.72% | 加仓 |
| IiShares安硕信托ITOT |
| 0.28% | 0.3% | $15.2万 | 928股 | $13.2万 | 928股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.28% | — | $14.9万 | 685股 | $0 | 0股 | +685股 | 新买入 |
 斯伦贝谢SLB |
| 0.28% | 0.37% | $14.9万 | 3,196股 | $16.4万 | 3,196股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.26% | — | $13.9万 | 3,369股 | $0 | 0股 | +3,369股 | 新买入 |
| CCORE SCIENTIFIC NEWCORZ |
| 0.26% | 0.18% | $13.8万 | 5,400股 | $8.1万 | 5,400股 | 00.00% | 持仓不变 |
| V先锋领航·S&P MID-CAP 400 ETFIVOO |
| 0.26% | — | $13.7万 | 1,054股 | $0 | 0股 | +1,054股 | 新买入 |
| GGBANK FINL HLDGS INC COMGBFH |
| 0.24% | 0.26% | $13.0万 | 4,280股 | $11.5万 | 4,280股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPEM |
| 0.19% | 0.26% | $10.4万 | 2,012股 | $11.7万 | 2,492股 | -480股-19.26% | 减仓 |
| GGE医疗GEHC |
| 0.19% | 0.25% | $10.2万 | 1,591股 | $10.9万 | 1,532股 | +59股+3.85% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.18% | 0.19% | $9.7万 | 687股 | $8.6万 | 687股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.18% | 0.04% | $9.4万 | 230股 | $1.8万 | 50股 | +180股+360.00% | 加仓 |
| EELEMENTAL RTYELE |
| 0.17% | 0.23% | $9.3万 | 5,314股 | $10.0万 | 5,314股 | 00.00% | 持仓不变 |
 BOYD GAMINGBYD |
| 0.17% | 0.19% | $8.9万 | 1,004股 | $8.2万 | 1,002股 | +2股+0.20% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.16% | 0.17% | $8.6万 | 1,435股 | $7.8万 | 1,435股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.15% | 0.22% | $8.0万 | 584股 | $9.6万 | 565股 | +19股+3.36% | 加仓 |
 GLOBUS MEDGMED |
| 0.15% | 0.19% | $7.9万 | 1,000股 | $8.6万 | 1,000股 | 00.00% | 持仓不变 |
| BBLUEROCK PVT REAL ESTATE FDBPRE |
| 0.15% | 0.23% | $7.9万 | 6,062股 | $10.1万 | 6,062股 | 00.00% | 持仓不变 |
 美高梅MGM |
| 0.14% | 0.13% | $7.4万 | 1,547股 | $5.7万 | 1,547股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.13% | 0.14% | $7.1万 | 194股 | $6.2万 | 194股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.13% | 0.13% | $7.0万 | 178股 | $5.6万 | 178股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.13% | 0.11% | $6.9万 | 211股 | $4.7万 | 160股 | +51股+31.88% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.13% | 0.13% | $6.8万 | 308股 | $5.8万 | 308股 | 00.00% | 持仓不变 |
