| V先锋领航斯科茨代尔基金BSV |
| 17% | 18% | $4,822.6万 | 61.0万股 | $3,149.8万 | 39.7万股 | +21.3万股+53.57% | 加仓 |
| V先锋领航·FTSEVEA |
| 14.99% | 14.13% | $4,251.8万 | 59.7万股 | $2,471.6万 | 38.6万股 | +21.1万股+54.71% | 加仓 |
| V先锋领航·MIDVO |
| 14.1% | 13.01% | $3,999.3万 | 49.6万股 | $2,275.6万 | 7.9万股 | +41.7万股+526.42% | 加仓 |
| DDimensional维度ETF信托DISV |
| 8.33% | 8.4% | $2,363.3万 | 58.9万股 | $1,470.2万 | 37.3万股 | +21.6万股+57.98% | 加仓 |
| S嘉信策略信托SCHC |
| 5.38% | 5% | $1,525.4万 | 28.9万股 | $874.2万 | 17.9万股 | +11.0万股+61.83% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 4.55% | 6.22% | $1,289.9万 | 12.0万股 | $1,087.9万 | 11.9万股 | +761股+0.64% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 4.53% | 3.63% | $1,285.1万 | 38.0万股 | $634.4万 | 21.8万股 | +16.2万股+74.37% | 加仓 |
 苹果AAPL |
| 3.61% | 4.4% | $1,023.3万 | 3.5万股 | $770.2万 | 3.0万股 | +5,014股+16.52% | 加仓 |
 微软MSFT |
| 1.51% | 1.99% | $429.4万 | 1.2万股 | $347.3万 | 9,381股 | +2,130股+22.71% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.25% | 1.93% | $355.3万 | 7.0万股 | $338.2万 | 6.8万股 | +2,446股+3.61% | 加仓 |
| V先锋领航指数基金VV |
| 1.18% | 1.66% | $334.7万 | 9,732股 | $290.7万 | 9,726股 | +6股+0.06% | 加仓 |
 亚马逊AMZN |
| 0.92% | 0.74% | $259.7万 | 1.1万股 | $129.0万 | 6,196股 | +4,702股+75.89% | 加仓 |
 COHEN AND STEERS INFRASTUTF |
| 0.91% | 0.53% | $257.7万 | 9.1万股 | $92.0万 | 3.5万股 | +5.6万股+159.48% | 加仓 |
 特斯拉TSLA |
| 0.89% | 0.9% | $252.4万 | 6,002股 | $157.8万 | 4,246股 | +1,756股+41.36% | 加仓 |
 谷歌AGOOGL |
| 0.89% | 1.06% | $252.2万 | 7,057股 | $185.8万 | 6,460股 | +597股+9.24% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 0.82% | 0.73% | $232.4万 | 5.0万股 | $127.1万 | 2.8万股 | +2.3万股+82.92% | 加仓 |
| V先锋领航指数基金VOO |
| 0.8% | 0.85% | $227.4万 | 3,310股 | $148.9万 | 2,492股 | +818股+32.83% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.74% | 0.53% | $209.6万 | 5.4万股 | $92.3万 | 2.6万股 | +2.8万股+105.18% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.68% | 0.84% | $192.7万 | 5.5万股 | $147.6万 | 4.8万股 | +6,965股+14.39% | 加仓 |
| V先锋领航指数基金VUG |
| 0.6% | 0.68% | $170.8万 | 2.0万股 | $118.3万 | 2,708股 | +1.7万股+632.16% | 加仓 |
| IiShares安硕·COREIJH |
| 0.55% | 0.73% | $155.2万 | 2.0万股 | $127.1万 | 1.9万股 | +1,301股+6.91% | 加仓 |
| G通用动力VTI |
| 0.5% | — | $140.8万 | 3,804股 | $0 | 0股 | +3,804股 | 新买入 |
 埃森哲ACN |
| 0.49% | 1.25% | $138.8万 | 1.1万股 | $217.9万 | 1.1万股 | +165股+1.50% | 加仓 |
 英伟达NVDA |
| 0.49% | 0.46% | $138.1万 | 6,903股 | $80.5万 | 4,614股 | +2,289股+49.61% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.48% | 0.6% | $137.0万 | 8,879股 | $104.3万 | 7,155股 | +1,724股+24.10% | 加仓 |
| V先锋领航·TOTALBND |
| 0.48% | 0.4% | $136.1万 | 1.9万股 | $70.7万 | 9,595股 | +8,945股+93.23% | 加仓 |
 摩根大通JPM |
| 0.43% | 0.42% | $121.7万 | 3,717股 | $72.6万 | 2,469股 | +1,248股+50.55% | 加仓 |
| IiShares安硕信托IVV |
| 0.4% | 0.46% | $114.8万 | 1,533股 | $80.1万 | 1,226股 | +307股+25.04% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.39% | 0.48% | $110.2万 | 1,475股 | $83.7万 | 1,287股 | +188股+14.61% | 加仓 |
| S嘉信·USSCHA |
| 0.36% | 0.34% | $101.6万 | 2.8万股 | $59.3万 | 2.0万股 | +7,733股+37.92% | 加仓 |
 Meta平台META |
| 0.35% | 0.5% | $99.7万 | 1,770股 | $87.1万 | 1,522股 | +248股+16.29% | 加仓 |
| CCOCA COLA CONSCOKE |
| 0.34% | 0.56% | $97.1万 | 5,086股 | $97.4万 | 5,078股 | +8股+0.16% | 加仓 |
| S嘉信·USSCHX |
| 0.33% | — | $94.3万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.33% | 0.38% | $94.0万 | 4,755股 | $67.2万 | 3,646股 | +1,109股+30.42% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.32% | 0.25% | $90.6万 | 2,565股 | $43.0万 | 1,500股 | +1,065股+71.00% | 加仓 |
| S道富SPYM |
| 0.29% | 0.25% | $82.8万 | 9,423股 | $43.8万 | 5,727股 | +3,696股+64.54% | 加仓 |
| IINNOVATOR ETFS TRPSTP |
| 0.28% | 0.42% | $78.6万 | 2.1万股 | $73.7万 | 2.1万股 | 00.00% | 持仓不变 |
| CCALAMOS ETF TRCCEF |
| 0.28% | — | $78.4万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 美光科技MU |
| 0.27% | 0.13% | $77.9万 | 675股 | $22.8万 | 675股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VBK |
| 0.26% | 0.31% | $73.2万 | 2,002股 | $53.4万 | 1,767股 | +235股+13.30% | 加仓 |
| S道富SPYX |
| 0.26% | 0.33% | $72.7万 | 1.2万股 | $57.5万 | 1.1万股 | +1,055股+9.73% | 加仓 |
| I景顺QQQ信托VOO |
| 0.25% | 0.16% | $71.9万 | 977股 | $28.1万 | 487股 | +490股+100.62% | 加仓 |
 DTE ENERGY COMDTE |
| 0.25% | 0.29% | $70.3万 | 4,615股 | $50.1万 | 3,423股 | +1,192股+34.82% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.23% | 0.21% | $64.0万 | 1.1万股 | $36.3万 | 6,715股 | +4,012股+59.75% | 加仓 |
| CCAPITAL NEW GEOGRAPHYCGNG |
| 0.22% | 0.14% | $63.3万 | 1.7万股 | $24.9万 | 7,882股 | +9,025股+114.50% | 加仓 |
 英特尔INTC |
| 0.22% | — | $61.6万 | 4,412股 | $0 | 0股 | +4,412股 | 新买入 |
| IiShares安硕信托IXUS |
| 0.21% | — | $60.4万 | 6,327股 | $0 | 0股 | +6,327股 | 新买入 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.19% | 0.28% | $54.7万 | 4,957股 | $49.5万 | 5,096股 | -139股-2.73% | 减仓 |
| IiShares安硕信托IWV |
| 0.19% | 0.28% | $53.6万 | 1,258股 | $49.6万 | 1,338股 | -80股-5.98% | 减仓 |
| A美国世纪ETF信托AVUS |
| 0.19% | 0.23% | $53.5万 | 4,175股 | $40.4万 | 3,632股 | +543股+14.95% | 加仓 |
