| V先锋领航·MIDVO |
| 11.25% | 11.27% | $3,131.3万 | 38.9万股 | $1,743.4万 | 6.1万股 | +32.8万股+540.20% | 加仓 |
| IiShares安硕信托IWY |
| 6.72% | 9.62% | $1,868.6万 | 6.4万股 | $1,487.9万 | 6.0万股 | +4,503股+7.53% | 加仓 |
| V先锋领航指数基金VB |
| 6.69% | 5.47% | $1,862.1万 | 6.1万股 | $845.7万 | 3.2万股 | +2.9万股+90.26% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 5.4% | 8.19% | $1,503.6万 | 48.3万股 | $1,266.4万 | 45.5万股 | +2.9万股+6.32% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4% | 6.57% | $1,114.2万 | 1.5万股 | $1,016.2万 | 1.6万股 | -706股-4.52% | 减仓 |
| V先锋领航债券指数基金BIV |
| 3.91% | 5.91% | $1,087.0万 | 14.2万股 | $913.6万 | 11.8万股 | +2.3万股+19.73% | 加仓 |
 AVANTIS INTLNGG |
| 3.77% | 6.15% | $1,049.4万 | 11.8万股 | $951.0万 | 11.2万股 | +5,555股+4.96% | 加仓 |
| IiShares安硕信托IVV |
| 3.35% | 0.68% | $930.7万 | 1.2万股 | $105.9万 | 1,621股 | +1.1万股+666.69% | 加仓 |
| SSPDR行业精选信托XLK |
| 3.2% | 4% | $891.6万 | 4.7万股 | $618.6万 | 4.7万股 | +251股+0.54% | 加仓 |
| A美国世纪ETF信托AVUS |
| 3.17% | 0.28% | $880.8万 | 6.9万股 | $42.6万 | 3,828股 | +6.5万股+1,696.47% | 加仓 |
| C资本集团成长ETFCGGR |
| 2.86% | — | $796.7万 | 16.9万股 | $0 | 0股 | +16.9万股 | 新买入 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 2.77% | 0.19% | $771.2万 | 34.6万股 | $29.1万 | 1.3万股 | +33.3万股+2,560.33% | 加仓 |
| CCAPITAL INTERNATIONAL EQUITY ETFCGIE |
| 2.4% | — | $666.8万 | 18.1万股 | $0 | 0股 | +18.1万股 | 新买入 |
| C资本集团国际CGIE |
| 2.25% | — | $627.2万 | 17.2万股 | $0 | 0股 | +17.2万股 | 新买入 |
| IiShares安硕信托IDEV |
| 2.2% | 1.13% | $611.9万 | 6.9万股 | $174.7万 | 2.1万股 | +4.8万股+228.83% | 加仓 |
| V先锋领航指数基金VOO |
| 2.03% | 1.35% | $564.5万 | 8,220股 | $208.6万 | 3,490股 | +4,730股+135.53% | 加仓 |
| IiShares安硕信托IUSB |
| 1.99% | — | $553.5万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
| CCAPITAL NEW GEOGRAPHYCGNG |
| 1.54% | — | $427.7万 | 11.4万股 | $0 | 0股 | +11.4万股 | 新买入 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 1.53% | 2.48% | $425.8万 | 3.8万股 | $383.7万 | 3.7万股 | +599股+1.61% | 加仓 |
| IiShares安硕信托AGG |
| 1.51% | 2.64% | $420.8万 | 4.3万股 | $408.4万 | 4.1万股 | +1,381股+3.36% | 加仓 |
| EEA SERIES TRUSTFRDM |
| 1.21% | 1.6% | $336.3万 | 4.6万股 | $248.0万 | 4.5万股 | +742股+1.63% | 加仓 |
| S嘉信策略信托SCHD |
| 1.17% | 2.16% | $325.6万 | 10.3万股 | $334.5万 | 10.9万股 | -6,337股-5.81% | 减仓 |
 英伟达NVDA |
| 0.98% | 1.48% | $272.3万 | 1.4万股 | $229.6万 | 1.3万股 | +447股+3.40% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.98% | 1.56% | $271.9万 | 1.1万股 | $242.0万 | 1.1万股 | +240股+2.13% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.97% | 1.53% | $269.8万 | 3.0万股 | $236.9万 | 2.9万股 | +200股+0.68% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 0.87% | 1.46% | $240.7万 | 4.8万股 | $225.5万 | 4.5万股 | +2,404股+5.33% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.84% | 1.29% | $234.1万 | 6.9万股 | $199.9万 | 6.9万股 | +551股+0.80% | 加仓 |
| V先锋领航全球基金VAW |
| 0.8% | — | $221.4万 | 9,676股 | $0 | 0股 | +9,676股 | 新买入 |
| V先锋领航·TOTALBND |
| 0.73% | — | $203.3万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| V先锋领航指数基金VUG |
| 0.71% | 1.07% | $198.6万 | 2.3万股 | $165.4万 | 3,788股 | +1.9万股+508.58% | 加仓 |
| V先锋领航指数基金VTV |
| 0.69% | 0.85% | $191.4万 | 8,782股 | $132.0万 | 6,729股 | +2,053股+30.51% | 加仓 |
| AAvantis·U SAVUV |
| 0.66% | 1.07% | $183.0万 | 1.5万股 | $166.3万 | 1.5万股 | -385股-2.56% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.61% | 0.99% | $169.3万 | 3,384股 | $153.1万 | 3,194股 | +190股+5.95% | 加仓 |
| IiShares安硕信托IMCG |
| 0.6% | 0.86% | $166.7万 | 1.7万股 | $133.7万 | 1.7万股 | -14股-0.08% | 减仓 |
 苹果AAPL |
| 0.59% | 0.61% | $163.4万 | 5,646股 | $94.4万 | 3,721股 | +1,925股+51.73% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.59% | 0.99% | $163.2万 | 8,258股 | $153.5万 | 8,331股 | -73股-0.88% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.58% | — | $161.2万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| IiShares安硕·COREIJR |
| 0.55% | 0.77% | $151.6万 | 1.0万股 | $118.8万 | 9,558股 | +666股+6.97% | 加仓 |
 阿默普莱斯AMP |
| 0.53% | 0.93% | $148.6万 | 3,239股 | $143.9万 | 3,239股 | 00.00% | 持仓不变 |
| J骏利亨德森JAAA |
| 0.45% | 0.68% | $124.7万 | 2.5万股 | $105.6万 | 2.1万股 | +3,734股+17.82% | 加仓 |
 亚马逊AMZN |
| 0.43% | 0.62% | $119.9万 | 5,032股 | $96.6万 | 4,636股 | +396股+8.54% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.42% | 0.6% | $116.1万 | 3,830股 | $93.3万 | 3,926股 | -96股-2.45% | 减仓 |
| SSTRIVE 500 ETFSTXF |
| 0.38% | 0.62% | $106.8万 | 2.2万股 | $96.1万 | 2.3万股 | -777股-3.39% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.38% | 0.44% | $104.4万 | 6,606股 | $68.3万 | 4,609股 | +1,997股+43.33% | 加仓 |
| C资本集团股息价值CCBG |
| 0.36% | — | $101.1万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 AXON ENTERPRISEAXON |
| 0.33% | 0.43% | $92.1万 | 1,642股 | $67.0万 | 1,578股 | +64股+4.06% | 加仓 |
| C资本集团固定收益ETF信托CGMU |
| 0.32% | — | $89.8万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| V先锋领航指数基金VV |
| 0.32% | 0.42% | $89.6万 | 2,606股 | $65.1万 | 2,177股 | +429股+19.71% | 加仓 |
 AMD超威AMD |
| 0.31% | 0.2% | $87.3万 | 1,503股 | $30.9万 | 1,519股 | -16股-1.05% | 减仓 |
| S道富SLYG |
| 0.31% | 0.49% | $86.0万 | 7,222股 | $76.1万 | 7,874股 | -652股-8.28% | 减仓 |
