| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 21.83% | 20.47% | $3,098.2万 | 37.5万股 | $2,519.7万 | 6.2万股 | +31.3万股+506.74% | 加仓 |
| V先锋领航债券指数基金BIV |
| 16.48% | 19.67% | $2,338.1万 | 30.5万股 | $2,421.5万 | 31.4万股 | -8,899股-2.84% | 减仓 |
| I景顺QQQ信托VOO |
| 16.25% | 14.48% | $2,306.2万 | 3.1万股 | $1,782.6万 | 3.1万股 | +433股+1.40% | 加仓 |
| C资本集团股息价值CCBG |
| 13.5% | 13.37% | $1,915.7万 | 38.9万股 | $1,645.6万 | 38.7万股 | +1,884股+0.49% | 加仓 |
| V先锋领航白厅基金VYM |
| 9% | 9.43% | $1,277.7万 | 8.1万股 | $1,160.6万 | 7.8万股 | +2,483股+3.17% | 加仓 |
| SSPDR行业精选信托XLU |
| 4.02% | 4.66% | $570.6万 | 12.6万股 | $573.2万 | 12.5万股 | +957股+0.77% | 加仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 1.96% | 1.87% | $277.5万 | 2.0万股 | $229.7万 | 2.0万股 | +174股+0.87% | 加仓 |
| G通用动力VTI |
| 1.94% | 1.92% | $274.9万 | 7,430股 | $235.9万 | 7,354股 | +76股+1.03% | 加仓 |
| IiShares安硕信托EEM |
| 1.87% | 1.76% | $265.2万 | 3.9万股 | $216.6万 | 3.8万股 | +613股+1.61% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.77% | 1.8% | $251.8万 | 3.5万股 | $220.9万 | 3.4万股 | +865股+2.51% | 加仓 |
| F第一信托·USTCIBR |
| 1.36% | 1.04% | $192.6万 | 2.1万股 | $128.1万 | 2.0万股 | +988股+4.83% | 加仓 |
| BBLUEROCK PVT REAL ESTATE FDBPRE |
| 1.2% | 1.8% | $170.6万 | 13.1万股 | $221.7万 | 13.3万股 | -2,387股-1.79% | 减仓 |
| V先锋领航全球基金VGT |
| 1% | 0.84% | $141.6万 | 1.2万股 | $103.6万 | 1,485股 | +1.0万股+697.71% | 加仓 |
 苹果AAPL |
| 0.79% | 0.85% | $111.7万 | 3,859股 | $104.1万 | 4,102股 | -243股-5.92% | 减仓 |
 英伟达NVDA |
| 0.61% | 0.61% | $86.2万 | 4,309股 | $75.0万 | 4,300股 | +9股+0.21% | 加仓 |
| V先锋领航指数基金VOO |
| 0.52% | 0.52% | $73.8万 | 1,074股 | $64.1万 | 1,073股 | +1股+0.09% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.45% | 0.48% | $64.1万 | 2,922股 | $59.4万 | 2,916股 | +6股+0.21% | 加仓 |
| V先锋领航指数基金VUG |
| 0.45% | 0.43% | $63.2万 | 7,340股 | $53.4万 | 1,223股 | +6,117股+500.16% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.43% | 0.41% | $61.0万 | 5,124股 | $49.9万 | 5,099股 | +25股+0.49% | 加仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.43% | 0.44% | $60.9万 | 6,717股 | $53.8万 | 6,716股 | +1股+0.01% | 加仓 |
 VanEck ETF信托SMH |
| 0.35% | — | $50.0万 | 762股 | $0 | 0股 | +762股 | 新买入 |
 亚马逊AMZN |
| 0.3% | 0.37% | $43.2万 | 1,813股 | $45.1万 | 2,165股 | -352股-16.26% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.29% | 0.3% | $41.0万 | 1,732股 | $37.2万 | 1,728股 | +4股+0.23% | 加仓 |
| GGlobal X基金CLOU |
| 0.28% | 0.28% | $40.2万 | 1.8万股 | $34.5万 | 1.8万股 | 00.00% | 持仓不变 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.27% | 0.24% | $37.9万 | 1,251股 | $29.7万 | 1,250股 | +1股+0.08% | 加仓 |
 微软MSFT |
| 0.27% | 0.27% | $37.8万 | 1,014股 | $33.7万 | 911股 | +103股+11.31% | 加仓 |
| IiShares安硕信托GVI |
| 0.26% | 0.3% | $37.1万 | 3,450股 | $36.7万 | 3,453股 | -3股-0.09% | 减仓 |
| V先锋领航指数基金VBK |
| 0.22% | 0.21% | $31.2万 | 854股 | $26.2万 | 865股 | -11股-1.27% | 减仓 |
| IINVESCO PHLX SEMICONDUCTOR ETFSOXQ |
| 0.21% | — | $29.3万 | 2,618股 | $0 | 0股 | +2,618股 | 新买入 |
| GGlobal X基金DTCR |
| 0.2% | — | $29.0万 | 9,565股 | $0 | 0股 | +9,565股 | 新买入 |
 摩根大通JPM |
| 0.2% | 0.23% | $29.0万 | 885股 | $28.7万 | 976股 | -91股-9.32% | 减仓 |
 Meta平台META |
| 0.18% | 0.24% | $25.9万 | 461股 | $29.8万 | 521股 | -60股-11.52% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 0.18% | 0.2% | $25.2万 | 5,068股 | $25.0万 | 5,015股 | +53股+1.06% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.17% | 0.18% | $23.9万 | 676股 | $21.7万 | 755股 | -79股-10.46% | 减仓 |
 ServiceNowNOW |
| 0.16% | — | $22.9万 | 2,302股 | $0 | 0股 | +2,302股 | 新买入 |
| V先锋领航市政债券基金VSDM |
| 0.16% | — | $22.4万 | 2,929股 | $0 | 0股 | +2,929股 | 新买入 |
| V先锋领航债券指数基金BSV |
| 0.15% | — | $21.5万 | 2,753股 | $0 | 0股 | +2,753股 | 新买入 |
| GGLOBAL X U.S. ELECTRIFICATION ETFZAP |
| 0.15% | — | $21.2万 | 6,133股 | $0 | 0股 | +6,133股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.14% | — | $20.5万 | 410股 | $0 | 0股 | +410股 | 新买入 |
