| V先锋领航指数基金VOO |
| 14.1% | 13.66% | $4,796.1万 | 7.0万股 | $4,125.4万 | 6.9万股 | +793股+1.15% | 加仓 |
| V先锋领航指数基金VTV |
| 11.49% | 6.62% | $3,906.6万 | 17.9万股 | $2,000.4万 | 10.2万股 | +7.7万股+75.81% | 加仓 |
| V先锋领航·TOTALBND |
| 7.55% | 7.79% | $2,568.5万 | 35.0万股 | $2,353.6万 | 32.0万股 | +3.0万股+9.47% | 加仓 |
| C资本集团成长ETFCGGR |
| 6.89% | 6.61% | $2,344.1万 | 49.7万股 | $1,995.1万 | 49.6万股 | +228股+0.05% | 加仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 6.13% | 6.28% | $2,085.5万 | 54.9万股 | $1,896.8万 | 55.1万股 | -1,841股-0.33% | 减仓 |
| V先锋领航STAR基金VXUS |
| 5.64% | 5.56% | $1,916.2万 | 22.4万股 | $1,680.1万 | 21.8万股 | +6,266股+2.88% | 加仓 |
| C资本集团股息价值CCBG |
| 4.9% | 4.51% | $1,665.1万 | 33.8万股 | $1,363.3万 | 32.0万股 | +1.7万股+5.43% | 加仓 |
| C资本集团固定收益ETF信托CGCB |
| 4.48% | 4.61% | $1,524.3万 | 58.2万股 | $1,393.7万 | 53.1万股 | +5.1万股+9.70% | 加仓 |
| SSPDR黄金信托GLD |
| 4.18% | 5.41% | $1,422.6万 | 3.9万股 | $1,632.7万 | 3.8万股 | +674股+1.78% | 加仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 4.09% | 4.19% | $1,390.1万 | 62.4万股 | $1,264.1万 | 56.6万股 | +5.8万股+10.22% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 3.58% | 3.68% | $1,218.3万 | 26.0万股 | $1,110.1万 | 23.6万股 | +2.4万股+10.08% | 加仓 |
| G通用动力VTI |
| 3.48% | 3.44% | $1,182.4万 | 3.2万股 | $1,038.6万 | 3.2万股 | -420股-1.30% | 减仓 |
| J摩根大通交易所交易基金JGRO |
| 3.2% | 2.96% | $1,088.2万 | 11.0万股 | $893.3万 | 10.6万股 | +4,677股+4.42% | 加仓 |
 PALO ALTOPANW |
| 2% | 1.03% | $681.2万 | 2.0万股 | $310.9万 | 1.9万股 | +585股+3.02% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.96% | 2.04% | $665.0万 | 13.2万股 | $615.8万 | 12.3万股 | +9,096股+7.38% | 加仓 |
 特斯拉TSLA |
| 1.87% | 1.81% | $637.0万 | 1.5万股 | $547.3万 | 1.5万股 | +422股+2.87% | 加仓 |
| V先锋领航·MIDVO |
| 1.78% | 3.5% | $603.9万 | 7.5万股 | $1,056.3万 | 3.7万股 | +3.8万股+103.80% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.7% | 1.57% | $577.9万 | 1.6万股 | $474.5万 | 1.7万股 | -186股-1.12% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.63% | 1.75% | $553.4万 | 10.9万股 | $529.8万 | 10.5万股 | +4,745股+4.53% | 加仓 |
 英伟达NVDA |
| 1.59% | 1.52% | $540.4万 | 2.7万股 | $460.5万 | 2.6万股 | +607股+2.30% | 加仓 |
 苹果AAPL |
| 1.56% | 1.52% | $531.3万 | 1.8万股 | $457.9万 | 1.8万股 | +318股+1.76% | 加仓 |
 AMD超威AMD |
| 1.52% | 0.67% | $517.3万 | 8,905股 | $201.3万 | 9,896股 | -991股-10.01% | 减仓 |
 亚马逊AMZN |
| 1.12% | 1.06% | $380.8万 | 1.6万股 | $320.1万 | 1.5万股 | +606股+3.94% | 加仓 |
 微软MSFT |
| 0.8% | 0.9% | $272.7万 | 7,310股 | $273.1万 | 7,378股 | -68股-0.92% | 减仓 |
 GeneracGNRC |
| 0.75% | 0.56% | $253.6万 | 8,661股 | $169.1万 | 8,658股 | +3股+0.03% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.58% | 0.61% | $197.3万 | 2.5万股 | $184.6万 | 2.4万股 | +1,777股+7.55% | 加仓 |
 Meta平台META |
| 0.53% | 0.61% | $181.9万 | 3,229股 | $183.2万 | 3,203股 | +26股+0.81% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.3% | 0.3% | $102.6万 | 1,374股 | $89.1万 | 1,370股 | +4股+0.29% | 加仓 |
 GE VernovaGEV |
| 0.16% | 0.13% | $56.0万 | 477股 | $40.7万 | 466股 | +11股+2.36% | 加仓 |
| SSpaceXSPCX |
| 0.12% | — | $40.4万 | 2,365股 | $0 | 0股 | +2,365股 | 新买入 |
 再生元REGN |
| 0.09% | 0.12% | $30.1万 | 483股 | $37.8万 | 489股 | -6股-1.23% | 减仓 |
| AALLIANZIM U.S. EQUITY BUFFER20 JUL ETFJULU |
| 0.08% | — | $27.9万 | 6,825股 | $0 | 0股 | +6,825股 | 新买入 |
 GE航空GE |
| 0.07% | — | $24.3万 | 651股 | $0 | 0股 | +651股 | 新买入 |
| AAIM ETF PRODUCTS TRUST US LRGCP B10 JULJULT |
| 0.06% | — | $21.2万 | 4,440股 | $0 | 0股 | +4,440股 | 新买入 |
| OOPKO HEALTHOPK |
| <0.01% | <0.01% | $1.5万 | 1.0万股 | $1.1万 | 1.0万股 | 00.00% | 持仓不变 |
