| V先锋领航·FTSEVEA |
| 17.92% | 17.92% | $2,365.4万 | 33.2万股 | $1,870.4万 | 29.9万股 | +3.3万股+10.88% | 加仓 |
| S嘉信·USSCHP |
| 5.19% | 1.97% | $685.4万 | 25.9万股 | $205.3万 | 7.8万股 | +18.1万股+233.72% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.33% | 4.89% | $571.9万 | 9.6万股 | $510.7万 | 9.5万股 | +821股+0.86% | 加仓 |
| IiShares安硕·COREIJH |
| 4.24% | 4% | $559.5万 | 7.3万股 | $417.6万 | 6.3万股 | +9,285股+14.67% | 加仓 |
| SSPDR行业精选信托XLK |
| 3.7% | 3.57% | $488.1万 | 2.6万股 | $372.8万 | 2.6万股 | -275股-1.06% | 减仓 |
 英伟达NVDA |
| 3.56% | 4.18% | $470.0万 | 2.3万股 | $436.5万 | 2.3万股 | +85股+0.36% | 加仓 |
| IiShares安硕信托ICSH |
| 3.36% | 2.68% | $443.1万 | 8.8万股 | $279.3万 | 5.5万股 | +3.2万股+58.63% | 加仓 |
| IiShares安硕信托IEFA |
| 3.31% | 3.77% | $437.3万 | 4.5万股 | $394.0万 | 4.4万股 | +1,239股+2.81% | 加仓 |
 苹果AAPL |
| 2.9% | 3.41% | $383.3万 | 1.3万股 | $356.3万 | 1.3万股 | +140股+1.07% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 2.58% | 2.83% | $340.6万 | 2.8万股 | $295.3万 | 3.0万股 | -1,627股-5.48% | 减仓 |
| V先锋领航STAR基金VXUS |
| 2.56% | 2.87% | $338.2万 | 4.0万股 | $299.4万 | 4.0万股 | -132股-0.33% | 减仓 |
| IiShares安硕IEMG |
| 2.4% | 2.4% | $316.3万 | 3.8万股 | $250.8万 | 3.7万股 | +874股+2.34% | 加仓 |
| V先锋领航指数基金VTV |
| 2.23% | — | $294.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 亚马逊AMZN |
| 1.69% | 2.03% | $223.2万 | 9,364股 | $211.9万 | 9,181股 | +183股+1.99% | 加仓 |
| V先锋领航·MIDVO |
| 1.61% | 1.85% | $212.1万 | 2.6万股 | $192.9万 | 6,647股 | +2.0万股+296.04% | 加仓 |
 谷歌AGOOGL |
| 1.58% | 1.74% | $209.2万 | 5,854股 | $181.8万 | 5,807股 | +47股+0.81% | 加仓 |
 美光科技MU |
| 1.58% | 0.21% | $208.0万 | 1,802股 | $21.8万 | 765股 | +1,037股+135.56% | 加仓 |
| V先锋领航指数基金VOO |
| 1.52% | 1.68% | $200.6万 | 2,920股 | $175.6万 | 2,799股 | +121股+4.32% | 加仓 |
| G通用动力VTI |
| 1.41% | 1.6% | $186.8万 | 5,048股 | $166.8万 | 4,975股 | +73股+1.47% | 加仓 |
 微软MSFT |
| 1.41% | 2.56% | $185.6万 | 4,976股 | $267.2万 | 5,526股 | -550股-9.95% | 减仓 |
| S道富XLI |
| 1.1% | 1.14% | $145.3万 | 7,842股 | $119.3万 | 7,692股 | +150股+1.95% | 加仓 |
| V先锋领航指数基金VB |
| 1.09% | 1.18% | $144.4万 | 4,763股 | $122.9万 | 4,763股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 1.01% | 1.13% | $133.6万 | 3,782股 | $117.5万 | 3,744股 | +38股+1.01% | 加仓 |
| IiShares安硕·COREIJR |
| 0.98% | 1% | $129.0万 | 8,700股 | $104.6万 | 8,700股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.95% | 0.65% | $125.2万 | 2,621股 | $67.5万 | 2,221股 | +400股+18.01% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.92% | 1.25% | $121.3万 | 1.1万股 | $130.4万 | 1.1万股 | +242股+2.18% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.88% | 1.16% | $116.5万 | 2.2万股 | $121.3万 | 2.2万股 | -424股-1.91% | 减仓 |
| IiShares安硕信托IVV |
| 0.86% | 0.99% | $113.4万 | 1,515股 | $103.4万 | 1,510股 | +5股+0.33% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.82% | 0.74% | $108.4万 | 2.2万股 | $77.3万 | 1.6万股 | +6,382股+39.88% | 加仓 |
| IiShares安硕信托CMF |
| 0.81% | 0.95% | $107.4万 | 1.9万股 | $98.9万 | 1.7万股 | +1,416股+8.23% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.8% | 0.95% | $106.0万 | 9,038股 | $98.9万 | 8,279股 | +759股+9.17% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.8% | 1.08% | $105.6万 | 2,111股 | $112.8万 | 2,245股 | -134股-5.97% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.77% | 0.94% | $102.3万 | 1.2万股 | $98.5万 | 1.2万股 | +606股+5.15% | 加仓 |
 博通AVGO |
| 0.77% | 0.87% | $101.1万 | 2,676股 | $91.3万 | 2,639股 | +37股+1.40% | 加仓 |
 特斯拉TSLA |
| 0.7% | 0.92% | $93.0万 | 2,210股 | $96.5万 | 2,146股 | +64股+2.98% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.7% | 0.78% | $92.1万 | 1.1万股 | $80.9万 | 1.1万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.67% | 0.76% | $88.5万 | 738股 | $79.3万 | 738股 | 00.00% | 持仓不变 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.66% | 0.74% | $86.5万 | 5,454股 | $77.1万 | 4,980股 | +474股+9.52% | 加仓 |
 VisaV |
| 0.65% | 0.83% | $86.3万 | 2,516股 | $86.9万 | 2,479股 | +37股+1.49% | 加仓 |
 Meta平台META |
| 0.65% | 0.95% | $85.5万 | 1,518股 | $99.1万 | 1,502股 | +16股+1.07% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.64% | 0.75% | $84.4万 | 8,121股 | $78.0万 | 8,121股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.63% | 0.68% | $83.7万 | 1.2万股 | $71.3万 | 1.2万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 0.57% | 0.64% | $75.0万 | 1.7万股 | $67.0万 | 1.7万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.55% | 0.67% | $73.0万 | 2,229股 | $70.3万 | 2,181股 | +48股+2.20% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.44% | 0.5% | $58.5万 | 3,725股 | $52.5万 | 3,724股 | +1股+0.03% | 加仓 |
 AMD超威AMD |
| 0.43% | — | $56.7万 | 976股 | $0 | 0股 | +976股 | 新买入 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.37% | 0.42% | $49.4万 | 1.3万股 | $43.9万 | 1.3万股 | 00.00% | 持仓不变 |
| FFLEXFLEX |
| 0.37% | — | $48.6万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
| BBANK OF AMERBAC |
| 0.34% | 0.39% | $44.9万 | 7,882股 | $41.0万 | 7,461股 | +421股+5.64% | 加仓 |
| SSPDR行业精选信托XLP |
| 0.34% | 0.38% | $44.4万 | 5,341股 | $39.4万 | 5,068股 | +273股+5.39% | 加仓 |
