| V先锋领航·FTSEVEA |
| 19.68% | 19.37% | $5,035.4万 | 70.7万股 | $4,280.8万 | 66.8万股 | +3.9万股+5.79% | 加仓 |
| V先锋领航指数基金VUG |
| 19.58% | 18.14% | $5,009.7万 | 58.2万股 | $4,010.1万 | 9.2万股 | +49.0万股+533.47% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 11.22% | 11.09% | $2,870.3万 | 64.7万股 | $2,451.0万 | 63.1万股 | +1.6万股+2.59% | 加仓 |
| V先锋领航指数基金VTV |
| 5.37% | 4.95% | $1,374.3万 | 6.3万股 | $1,095.0万 | 5.6万股 | +7,248股+12.99% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Treasury EtfIBTK |
| 5.24% | 5.94% | $1,342.1万 | 68.7万股 | $1,313.1万 | 66.6万股 | +2.1万股+3.15% | 加仓 |
| IiShares安硕信托IBTH |
| 4.94% | 5.45% | $1,263.3万 | 56.5万股 | $1,205.0万 | 53.7万股 | +2.8万股+5.12% | 加仓 |
| IiShares安硕信托IBTJ |
| 4.89% | 5.36% | $1,250.4万 | 57.8万股 | $1,185.2万 | 54.3万股 | +3.5万股+6.44% | 加仓 |
| V先锋领航指数基金VB |
| 4.54% | 4.32% | $1,162.4万 | 3.8万股 | $953.8万 | 3.6万股 | +1,931股+5.30% | 加仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 4.43% | 5.35% | $1,134.6万 | 49.6万股 | $1,182.0万 | 51.6万股 | -2.0万股-3.90% | 减仓 |
| IiShares安硕信托IBTI |
| 4.38% | 4.79% | $1,121.0万 | 50.6万股 | $1,059.7万 | 47.6万股 | +3.1万股+6.47% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 2.26% | 2.31% | $578.3万 | 12.4万股 | $510.1万 | 12.4万股 | -121股-0.10% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.23% | 2.09% | $570.5万 | 9.6万股 | $462.3万 | 8.6万股 | +1.0万股+11.74% | 加仓 |
 苹果AAPL |
| 2.02% | 2.05% | $516.5万 | 1.8万股 | $452.7万 | 1.8万股 | +15股+0.08% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 1.9% | 1.86% | $485.0万 | 11.6万股 | $412.1万 | 11.2万股 | +4,131股+3.69% | 加仓 |
| G通用动力VTI |
| 1.18% | 1.16% | $301.0万 | 8,135股 | $255.7万 | 7,970股 | +165股+2.07% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.7% | 0.69% | $180.3万 | 7,324股 | $151.9万 | 7,299股 | +25股+0.34% | 加仓 |
 礼来LLY |
| 0.58% | 0.51% | $148.6万 | 1,239股 | $113.7万 | 1,237股 | +2股+0.16% | 加仓 |
| V先锋领航指数基金VOO |
| 0.44% | 0.45% | $113.8万 | 1,657股 | $98.7万 | 1,652股 | +5股+0.30% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.44% | 0.48% | $112.6万 | 2.5万股 | $106.3万 | 2.5万股 | -118股-0.47% | 减仓 |
 微软MSFT |
| 0.36% | 0.42% | $93.3万 | 2,501股 | $92.5万 | 2,498股 | +3股+0.12% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.29% | 0.29% | $73.0万 | 1.0万股 | $65.0万 | 1.0万股 | +32股+0.31% | 加仓 |
 相干公司COHR |
| 0.28% | 0.2% | $71.5万 | 1,813股 | $44.8万 | 1,879股 | -66股-3.51% | 减仓 |
| IIBMIBM |
| 0.26% | 0.26% | $66.7万 | 2,371股 | $57.1万 | 2,357股 | +14股+0.59% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.21% | 0.2% | $52.9万 | 4,000股 | $44.6万 | 3,975股 | +25股+0.63% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.2% | 0.19% | $50.3万 | 5,879股 | $42.9万 | 5,561股 | +318股+5.72% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.18% | 0.18% | $45.7万 | 5,552股 | $39.3万 | 5,483股 | +69股+1.26% | 加仓 |
| DDimensional维度ETF信托DFSE |
| 0.17% | 0.17% | $43.9万 | 8,982股 | $37.8万 | 8,932股 | +50股+0.56% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.17% | 0.17% | $42.5万 | 569股 | $36.9万 | 567股 | +2股+0.35% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Treasury EtfIBTL |
| 0.16% | — | $40.3万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| V先锋领航白厅基金VYM |
| 0.15% | 0.17% | $39.5万 | 2,499股 | $37.1万 | 2,503股 | -4股-0.16% | 减仓 |
 英伟达NVDA |
| 0.15% | 0.17% | $38.9万 | 1,944股 | $37.4万 | 2,143股 | -199股-9.29% | 减仓 |
| B纽约梅隆银行BK |
| 0.15% | 0.14% | $37.6万 | 2,602股 | $30.7万 | 2,592股 | +10股+0.39% | 加仓 |
| F富达·COMWLTH TRONEQ |
| 0.14% | 0.13% | $34.9万 | 3,379股 | $28.7万 | 3,375股 | +4股+0.12% | 加仓 |
 SMARTSTOP SELF STORAG REIT INC COMMON STOCKSMA |
| 0.12% | 0.13% | $31.9万 | 9,807股 | $29.7万 | 9,807股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.11% | 0.12% | $29.4万 | 1,243股 | $26.6万 | 1,238股 | +5股+0.40% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.11% | 0.11% | $28.5万 | 807股 | $24.9万 | 866股 | -59股-6.81% | 减仓 |
 WP CAREYWPC |
| 0.11% | 0.12% | $27.8万 | 3,894股 | $26.1万 | 3,844股 | +50股+1.30% | 加仓 |
| SSPDR黄金信托GLD |
| 0.09% | 0.13% | $23.7万 | 643股 | $27.7万 | 643股 | 00.00% | 持仓不变 |
 美敦力MDT |
| 0.09% | 0.13% | $23.5万 | 3,010股 | $28.4万 | 3,280股 | -270股-8.23% | 减仓 |
 布鲁克菲尔德BN |
| 0.09% | 0.1% | $22.9万 | 5,372股 | $21.7万 | 5,372股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.08% | — | $21.3万 | 835股 | $0 | 0股 | +835股 | 新买入 |
 艾伯维ABBV |
| 0.08% | — | $21.3万 | 846股 | $0 | 0股 | +846股 | 新买入 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.08% | — | $20.3万 | 7,024股 | $0 | 0股 | +7,024股 | 新买入 |
| IiShares安硕·COREIJH |
| 0.08% | — | $20.0万 | 2,599股 | $0 | 0股 | +2,599股 | 新买入 |
| IiShares安硕信托USXF |
| 0.08% | — | $20.0万 | 2,881股 | $0 | 0股 | +2,881股 | 新买入 |
