| V先锋领航指数基金VV |
| 23.25% | 23.38% | $6,210.9万 | 18.1万股 | $5,332.9万 | 17.8万股 | +2,150股+1.20% | 加仓 |
| V先锋领航·FTSEVEA |
| 18.97% | 20.36% | $5,067.7万 | 71.1万股 | $4,643.8万 | 72.5万股 | -1.3万股-1.85% | 减仓 |
| S嘉信策略信托SCHM |
| 10.09% | 10.12% | $2,694.8万 | 73.1万股 | $2,309.6万 | 74.6万股 | -1.5万股-2.03% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 6.85% | 7.27% | $1,831.2万 | 45.1万股 | $1,657.6万 | 48.0万股 | -2.9万股-6.08% | 减仓 |
| V先锋领航·TOTALBNDX |
| 3.5% | 3.74% | $936.2万 | 19.3万股 | $853.9万 | 17.8万股 | +1.6万股+8.77% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 3.49% | 3.72% | $933.6万 | 17.5万股 | $849.2万 | 15.8万股 | +1.7万股+10.49% | 加仓 |
| IiShares安硕信托AGG |
| 3.49% | 3.73% | $932.0万 | 9.4万股 | $850.9万 | 8.6万股 | +8,449股+9.86% | 加仓 |
| S道富SPIB |
| 3.49% | 3.74% | $931.2万 | 27.8万股 | $852.6万 | 25.4万股 | +2.4万股+9.48% | 加仓 |
| IiShares安硕信托STIP |
| 3.48% | 3.78% | $930.6万 | 9.1万股 | $862.1万 | 8.3万股 | +7,742股+9.29% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.47% | 2.3% | $660.4万 | 13.1万股 | $524.2万 | 10.5万股 | +2.5万股+24.26% | 加仓 |
| WWORLD GOLD TRGLD |
| 2.26% | — | $602.5万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
| IiShares安硕信托IEFA |
| 1.71% | 1.67% | $457.7万 | 4.7万股 | $381.2万 | 4.2万股 | +5,283股+12.55% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.55% | 1.48% | $414.9万 | 5.0万股 | $336.8万 | 4.7万股 | +3,038股+6.42% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.23% | 1.19% | $329.5万 | 3.9万股 | $272.4万 | 3.6万股 | +3,070股+8.46% | 加仓 |
| S道富SPYM |
| 1.05% | 0.92% | $280.3万 | 3.2万股 | $209.3万 | 2.7万股 | +4,560股+16.68% | 加仓 |
 苹果AAPL |
| 0.89% | 0.82% | $237.8万 | 8,217股 | $186.6万 | 7,352股 | +865股+11.77% | 加仓 |
 英伟达NVDA |
| 0.85% | 0.76% | $228.2万 | 1.1万股 | $174.2万 | 9,990股 | +1,415股+14.16% | 加仓 |
| SSPROTT ASSET MANAGEMENTCEF |
| 0.84% | 2.11% | $223.3万 | 5.6万股 | $480.9万 | 10.1万股 | -4.5万股-44.91% | 减仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.73% | 0.76% | $194.1万 | 3.7万股 | $174.3万 | 3.3万股 | +3,516股+10.53% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.5% | 0.54% | $133.9万 | 2.7万股 | $122.3万 | 2.4万股 | +2,174股+8.88% | 加仓 |
| V先锋领航·MIDVO |
| 0.5% | 0.52% | $132.7万 | 1.6万股 | $119.3万 | 4,154股 | +1.2万股+296.61% | 加仓 |
| IiShares安硕信托IVV |
| 0.47% | 0.48% | $125.3万 | 1,673股 | $109.3万 | 1,674股 | -1股-0.06% | 减仓 |
 亚马逊AMZN |
| 0.47% | 0.43% | $124.7万 | 5,230股 | $98.2万 | 4,715股 | +515股+10.92% | 加仓 |
 谷歌AGOOGL |
| 0.44% | 0.38% | $116.9万 | 3,270股 | $85.9万 | 2,988股 | +282股+9.44% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.43% | 0.41% | $114.9万 | 2.7万股 | $92.6万 | 2.8万股 | -594股-2.14% | 减仓 |
| IiShares安硕·COREIJH |
| 0.43% | 0.41% | $114.6万 | 1.5万股 | $92.5万 | 1.4万股 | +1,162股+8.48% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.39% | 0.4% | $104.1万 | 2.1万股 | $92.0万 | 1.8万股 | +2,173股+11.81% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.34% | 0.3% | $90.9万 | 2,573股 | $67.8万 | 2,364股 | +209股+8.84% | 加仓 |
 联合健康UNH |
| 0.34% | — | $89.6万 | 2,156股 | $0 | 0股 | +2,156股 | 新买入 |
 博通AVGO |
| 0.33% | 0.3% | $88.7万 | 2,348股 | $67.4万 | 2,178股 | +170股+7.81% | 加仓 |
| V先锋领航指数基金VOO |
| 0.31% | 0.35% | $83.6万 | 1,217股 | $79.6万 | 1,332股 | -115股-8.63% | 减仓 |
 特斯拉TSLA |
| 0.27% | 0.26% | $72.7万 | 1,728股 | $59.2万 | 1,593股 | +135股+8.47% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.26% | 0.27% | $69.2万 | 2.0万股 | $61.1万 | 2.1万股 | -536股-2.55% | 减仓 |
 台积电TSM |
| 0.25% | 0.16% | $67.9万 | 1,421股 | $36.1万 | 1,067股 | +354股+33.18% | 加仓 |
 微软MSFT |
| 0.23% | 0.51% | $62.3万 | 1,671股 | $116.9万 | 3,159股 | -1,488股-47.10% | 减仓 |
 美光科技MU |
| 0.23% | — | $60.4万 | 523股 | $0 | 0股 | +523股 | 新买入 |
| V先锋领航指数基金VTV |
| 0.21% | 0.23% | $57.0万 | 2,618股 | $51.5万 | 2,626股 | -8股-0.30% | 减仓 |
 礼来LLY |
| 0.21% | 0.18% | $56.6万 | 472股 | $41.9万 | 455股 | +17股+3.74% | 加仓 |
 Meta平台META |
| 0.2% | 0.26% | $52.4万 | 931股 | $60.4万 | 1,055股 | -124股-11.75% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.18% | 0.2% | $48.4万 | 3,083股 | $46.6万 | 3,367股 | -284股-8.43% | 减仓 |
 AMD超威AMD |
| 0.17% | — | $46.2万 | 796股 | $0 | 0股 | +796股 | 新买入 |
 摩根大通JPM |
| 0.17% | 0.17% | $45.9万 | 1,404股 | $38.6万 | 1,313股 | +91股+6.93% | 加仓 |
 帕兰提尔PLTR |
| 0.16% | 0.25% | $43.3万 | 3,715股 | $57.6万 | 3,936股 | -221股-5.61% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.16% | 0.16% | $41.5万 | 830股 | $35.4万 | 739股 | +91股+12.31% | 加仓 |
 应用材料AMAT |
| 0.14% | — | $38.0万 | 525股 | $0 | 0股 | +525股 | 新买入 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 0.13% | 0.13% | $35.2万 | 1.0万股 | $30.0万 | 1.0万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.13% | 0.15% | $35.0万 | 2,563股 | $33.1万 | 1,953股 | +610股+31.23% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.12% | 0.12% | $31.5万 | 2,856股 | $27.8万 | 2,856股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.12% | — | $31.0万 | 2,639股 | $0 | 0股 | +2,639股 | 新买入 |
 VisaV |
| 0.11% | 0.11% | $29.6万 | 863股 | $24.4万 | 806股 | +57股+7.07% | 加仓 |
