| V先锋领航·FTSEVEA |
| 15.21% | 15.39% | $1.94亿 | 272.0万股 | $1.64亿 | 255.7万股 | +16.3万股+6.37% | 加仓 |
| V先锋领航指数基金VUG |
| 9.53% | 9.07% | $1.21亿 | 141.0万股 | $9,657.2万 | 22.1万股 | +118.8万股+537.52% | 加仓 |
| V先锋领航指数基金VTV |
| 9.48% | 9.43% | $1.21亿 | 55.5万股 | $1.00亿 | 51.2万股 | +4.3万股+8.31% | 加仓 |
| V先锋领航·FSTEVWO |
| 5.27% | 5.35% | $6,710.8万 | 112.4万股 | $5,693.9万 | 105.3万股 | +7.1万股+6.72% | 加仓 |
| V先锋领航指数基金VB |
| 4.27% | 4.06% | $5,442.0万 | 18.0万股 | $4,323.1万 | 16.5万股 | +1.4万股+8.77% | 加仓 |
| V先锋领航·TOTALBNDX |
| 3.73% | 3.96% | $4,752.0万 | 98.1万股 | $4,219.1万 | 87.8万股 | +10.3万股+11.75% | 加仓 |
| V先锋领航债券指数基金BSV |
| 3.57% | 3.81% | $4,552.8万 | 58.4万股 | $4,057.9万 | 51.8万股 | +6.7万股+12.91% | 加仓 |
| G通用动力VTI |
| 3.17% | 3.22% | $4,043.9万 | 10.9万股 | $3,426.5万 | 10.7万股 | +2,475股+2.32% | 加仓 |
 苹果AAPL |
| 2.68% | 2.66% | $3,418.2万 | 11.8万股 | $2,827.6万 | 11.1万股 | +6,714股+6.03% | 加仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 2.05% | 2.18% | $2,614.4万 | 140.7万股 | $2,322.9万 | 124.5万股 | +16.3万股+13.07% | 加仓 |
| I景顺自营指数基金BSCS |
| 2.01% | 2.13% | $2,566.8万 | 126.0万股 | $2,267.8万 | 111.0万股 | +15.0万股+13.51% | 加仓 |
| I景顺自营指数基金BSCR |
| 2.01% | 2.19% | $2,564.9万 | 130.8万股 | $2,333.1万 | 118.9万股 | +11.9万股+9.99% | 加仓 |
| I景顺自营指数基金BSCU |
| 1.83% | 1.82% | $2,327.4万 | 139.8万股 | $1,935.6万 | 115.8万股 | +24.1万股+20.77% | 加仓 |
| I景顺自营指数基金BSCQ |
| 1.8% | 1.93% | $2,290.0万 | 117.3万股 | $2,054.5万 | 105.2万股 | +12.1万股+11.49% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.69% | 1.85% | $2,148.2万 | 28.0万股 | $1,972.4万 | 25.6万股 | +2.5万股+9.60% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 1.54% | 1.71% | $1,964.1万 | 42.0万股 | $1,818.1万 | 38.7万股 | +3.2万股+8.36% | 加仓 |
| V先锋领航债券指数基金BLV |
| 1.54% | 1.68% | $1,964.1万 | 28.5万股 | $1,791.9万 | 26.1万股 | +2.4万股+9.37% | 加仓 |
| I景顺自营指数基金BSCV |
| 1.48% | 1.51% | $1,883.7万 | 115.0万股 | $1,604.8万 | 97.5万股 | +17.5万股+17.92% | 加仓 |
| V先锋领航指数基金VOO |
| 1.47% | 1.1% | $1,879.6万 | 2.7万股 | $1,171.5万 | 2.0万股 | +7,762股+39.59% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.26% | 1.46% | $1,600.1万 | 31.6万股 | $1,556.3万 | 31.2万股 | +4,405股+1.41% | 加仓 |
| I景顺自营指数基金BSCW |
| 1.12% | 1.07% | $1,428.4万 | 69.6万股 | $1,135.7万 | 55.2万股 | +14.5万股+26.25% | 加仓 |
| I景顺自营指数基金BSCX |
| 0.86% | 0.84% | $1,093.0万 | 51.9万股 | $894.7万 | 42.3万股 | +9.6万股+22.71% | 加仓 |
 亚马逊AMZN |
| 0.73% | 0.75% | $931.5万 | 3.9万股 | $796.4万 | 3.8万股 | +845股+2.21% | 加仓 |
 微软MSFT |
| 0.72% | 0.86% | $913.3万 | 2.4万股 | $915.9万 | 2.5万股 | -257股-1.04% | 减仓 |
| I景顺QQQ信托VOO |
| 0.67% | 0.69% | $855.7万 | 1.2万股 | $735.0万 | 1.3万股 | -1,114股-8.75% | 减仓 |
 英伟达NVDA |
| 0.66% | 0.75% | $846.6万 | 4.2万股 | $799.6万 | 4.6万股 | -3,536股-7.71% | 减仓 |
| I景顺自营指数基金BSCY |
| 0.66% | 0.63% | $836.9万 | 40.5万股 | $668.7万 | 32.3万股 | +8.2万股+25.34% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.61% | 0.57% | $780.0万 | 26.9万股 | $608.7万 | 24.3万股 | +2.7万股+11.06% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.48% | 0.43% | $617.8万 | 13.9万股 | $461.4万 | 11.9万股 | +2.1万股+17.30% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.38% | 0.36% | $480.3万 | 5.9万股 | $380.2万 | 5.4万股 | +5,002股+9.33% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.37% | 0.38% | $475.6万 | 1.3万股 | $401.4万 | 1.4万股 | -532股-3.80% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.36% | 0.37% | $452.8万 | 5.4万股 | $393.8万 | 5.2万股 | +1,618股+3.09% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.35% | 0.05% | $443.4万 | 1.1万股 | $57.2万 | 1,797股 | +9,368股+521.31% | 加仓 |
| IINVESCO BULLETSHARES 2035 CORPORATE BOND ETFBSCZ |
| 0.34% | 0.27% | $433.8万 | 21.2万股 | $283.9万 | 13.8万股 | +7.4万股+53.20% | 加仓 |
 谷歌AGOOGL |
| 0.34% | 0.34% | $427.9万 | 1.2万股 | $363.6万 | 1.3万股 | -668股-5.28% | 减仓 |
 摩根大通JPM |
| 0.32% | 0.31% | $406.1万 | 1.2万股 | $334.5万 | 1.1万股 | +1,035股+9.10% | 加仓 |
 Meta平台META |
| 0.31% | 0.41% | $395.6万 | 7,022股 | $434.1万 | 7,588股 | -566股-7.46% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.29% | 0.28% | $369.1万 | 4.3万股 | $296.7万 | 3.8万股 | +4,692股+12.19% | 加仓 |
 VisaV |
| 0.28% | 0.3% | $362.4万 | 1.1万股 | $322.7万 | 1.1万股 | -112股-1.05% | 减仓 |
| DDimensional维度·USDFUV |
| 0.27% | 0.26% | $338.4万 | 6.2万股 | $281.9万 | 5.8万股 | +3,349股+5.76% | 加仓 |
 强生JNJ |
| 0.26% | 0.29% | $335.3万 | 1.3万股 | $304.1万 | 1.2万股 | +762股+6.13% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.24% | 0.27% | $299.5万 | 4股 | $287.3万 | 4股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.23% | 0.31% | $298.0万 | 7,085股 | $328.1万 | 8,825股 | -1,740股-19.72% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.23% | 0.27% | $295.5万 | 5.5万股 | $288.9万 | 5.5万股 | -41股-0.07% | 减仓 |
| IiShares安硕信托IVV |
| 0.23% | 0.24% | $295.4万 | 3,945股 | $254.3万 | 3,893股 | +52股+1.34% | 加仓 |
 万事达MA |
| 0.23% | 0.27% | $288.8万 | 5,622股 | $282.4万 | 5,652股 | -30股-0.53% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.22% | 0.25% | $276.4万 | 5,523股 | $261.5万 | 5,456股 | +67股+1.23% | 加仓 |
 迪尔DE |
| 0.2% | 0.21% | $258.5万 | 4,075股 | $227.7万 | 4,043股 | +32股+0.79% | 加仓 |
 家得宝HD |
| 0.2% | 0.25% | $256.9万 | 7,283股 | $266.1万 | 8,090股 | -807股-9.98% | 减仓 |
| IiShares安硕信托ITOT |
| 0.2% | 0.18% | $248.6万 | 1.5万股 | $187.8万 | 1.3万股 | +1,952股+14.81% | 加仓 |
