| V先锋领航指数基金VOO |
| 22.65% | 21.85% | $4,418.5万 | 6.4万股 | $3,615.2万 | 6.1万股 | +3,834股+6.34% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 8.29% | 5.63% | $1,616.2万 | 32.1万股 | $931.1万 | 18.5万股 | +13.6万股+73.54% | 加仓 |
| V先锋领航·MIDVO |
| 6.5% | 6.17% | $1,267.9万 | 15.7万股 | $1,021.6万 | 3.6万股 | +12.2万股+342.37% | 加仓 |
| IiShares安硕信托IVV |
| 5.49% | 5.89% | $1,070.6万 | 1.4万股 | $974.9万 | 1.5万股 | -629股-4.21% | 减仓 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 4.51% | 6.12% | $880.3万 | 22.0万股 | $1,012.7万 | 21.7万股 | +3,155股+1.45% | 加仓 |
 亚马逊AMZN |
| 3.77% | 4.3% | $736.4万 | 3.1万股 | $711.6万 | 3.4万股 | -3,271股-9.57% | 减仓 |
 微软MSFT |
| 3.25% | 4.6% | $633.1万 | 1.7万股 | $760.4万 | 2.1万股 | -3,570股-17.38% | 减仓 |
 谷歌AGOOGL |
| 3.01% | 3.02% | $587.9万 | 1.6万股 | $499.4万 | 1.7万股 | -918股-5.29% | 减仓 |
 英伟达NVDA |
| 2.54% | 2.77% | $495.1万 | 2.5万股 | $457.9万 | 2.6万股 | -1,514股-5.77% | 减仓 |
| IiShares安硕信托IQLT |
| 2.47% | 2.45% | $481.9万 | 9.7万股 | $405.5万 | 8.8万股 | +9,552股+10.89% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.14% | 2.42% | $417.6万 | 8.3万股 | $399.6万 | 8.0万股 | +3,125股+3.91% | 加仓 |
| S嘉信策略信托SCHD |
| 2.08% | 2.64% | $405.2万 | 12.8万股 | $436.8万 | 14.2万股 | -1.5万股-10.24% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.6% | 0.8% | $312.0万 | 1.0万股 | $132.5万 | 5,575股 | +4,724股+84.74% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 1.52% | — | $297.4万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 1.47% | 1.99% | $286.7万 | 7.0万股 | $329.5万 | 9.3万股 | -2.3万股-24.65% | 减仓 |
 苹果AAPL |
| 1.43% | 1.44% | $279.7万 | 9,666股 | $237.8万 | 9,372股 | +294股+3.14% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.37% | 1.32% | $267.5万 | 7,571股 | $218.3万 | 7,611股 | -40股-0.53% | 减仓 |
| G通用动力VTI |
| 1.35% | 1.42% | $263.5万 | 7,120股 | $235.7万 | 7,348股 | -228股-3.10% | 减仓 |
| I景顺QQQ信托VOO |
| 1.31% | 1.22% | $255.9万 | 3,475股 | $202.6万 | 3,509股 | -34股-0.97% | 减仓 |
| IiShares安硕信托ITOT |
| 1.2% | — | $234.6万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| IiShares安硕·COREIJH |
| 1.2% | 1.29% | $234.4万 | 3.0万股 | $212.7万 | 3.2万股 | -1,107股-3.51% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.2% | 1.61% | $233.8万 | 4,673股 | $265.9万 | 5,549股 | -876股-15.79% | 减仓 |
| V先锋领航指数基金VB |
| 1.19% | 1.14% | $232.6万 | 7,673股 | $187.9万 | 7,176股 | +497股+6.93% | 加仓 |
| S道富SPYM |
| 1.15% | 0.52% | $223.5万 | 2.5万股 | $86.1万 | 1.1万股 | +1.4万股+126.08% | 加仓 |
 万事达MA |
| 1.07% | 1.43% | $209.1万 | 4,071股 | $237.2万 | 4,748股 | -677股-14.26% | 减仓 |
| V先锋领航指数基金VUG |
| 1% | 1.05% | $195.2万 | 2.3万股 | $173.8万 | 3,979股 | +1.9万股+469.54% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.97% | — | $189.9万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 VisaV |
| 0.97% | 1.32% | $189.0万 | 5,509股 | $218.2万 | 7,221股 | -1,712股-23.71% | 减仓 |
 Meta平台META |
| 0.93% | 1.59% | $182.3万 | 3,236股 | $263.7万 | 4,609股 | -1,373股-29.79% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.83% | 0.24% | $162.2万 | 1.8万股 | $38.9万 | 1,059股 | +1.7万股+1,641.74% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.68% | — | $132.5万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| I景顺交易所交易基金信托XSVM |
| 0.63% | 0.78% | $122.6万 | 1.8万股 | $128.3万 | 2.1万股 | -3,678股-17.27% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.62% | 0.66% | $121.5万 | 1,728股 | $108.8万 | 1,764股 | -36股-2.04% | 减仓 |
 宣伟SHW |
| 0.61% | 0.81% | $118.3万 | 3,436股 | $134.8万 | 4,206股 | -770股-18.31% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.6% | 0.6% | $117.2万 | 8,862股 | $99.9万 | 8,895股 | -33股-0.37% | 减仓 |
 家得宝HD |
| 0.55% | 0.74% | $106.8万 | 3,029股 | $122.3万 | 3,717股 | -688股-18.51% | 减仓 |
 REPUBLIC SVCSRSG |
| 0.54% | 0.94% | $105.8万 | 4,964股 | $155.6万 | 7,102股 | -2,138股-30.10% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.54% | 0.55% | $104.6万 | 1,401股 | $90.9万 | 1,398股 | +3股+0.21% | 加仓 |
 史赛克SYK |
| 0.5% | 0.79% | $97.8万 | 3,108股 | $130.4万 | 3,968股 | -860股-21.67% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.48% | 0.51% | $94.5万 | 4,443股 | $84.3万 | 4,390股 | +53股+1.21% | 加仓 |
 汽车地带AZO |
| 0.45% | 0.75% | $86.9万 | 272股 | $124.0万 | 367股 | -95股-25.89% | 减仓 |
 林德LIN |
| 0.39% | 0.49% | $75.9万 | 1,463股 | $81.2万 | 1,638股 | -175股-10.68% | 减仓 |
| IiShares安硕·COREIJR |
| 0.39% | 0.39% | $75.3万 | 5,079股 | $65.1万 | 5,238股 | -159股-3.04% | 减仓 |
 好市多COST |
| 0.33% | 0.4% | $63.8万 | 682股 | $67.0万 | 672股 | +10股+1.49% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.32% | 0.6% | $62.0万 | 2,701股 | $99.8万 | 4,608股 | -1,907股-41.38% | 减仓 |
 标普全球SPGI |
| 0.27% | 0.4% | $52.4万 | 1,286股 | $66.7万 | 1,568股 | -282股-17.98% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.25% | — | $48.5万 | 4,708股 | $0 | 0股 | +4,708股 | 新买入 |
 GE航空GE |
| 0.24% | 0.28% | $47.5万 | 1,270股 | $46.8万 | 1,647股 | -377股-22.89% | 减仓 |
| S道富SPMD |
| 0.23% | 0.23% | $43.9万 | 6,497股 | $38.5万 | 6,497股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 0.22% | 0.21% | $42.9万 | 1,080股 | $34.4万 | 1,080股 | 00.00% | 持仓不变 |
