| IiShares安硕信托ITOT |
| 28.53% | 29.53% | $6,607.7万 | 40.2万股 | $5,595.2万 | 39.3万股 | +9,410股+2.40% | 加仓 |
| V先锋领航指数基金VOO |
| 22.06% | 22.69% | $5,110.5万 | 7.4万股 | $4,299.7万 | 7.2万股 | +2,454股+3.41% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 12.17% | 12.56% | $2,817.8万 | 83.3万股 | $2,381.0万 | 81.7万股 | +1.5万股+1.87% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 11.25% | 11.06% | $2,605.2万 | 31.5万股 | $2,096.0万 | 5.1万股 | +26.4万股+513.33% | 加仓 |
| V先锋领航·FTSEVEA |
| 9.83% | 9.67% | $2,277.3万 | 32.0万股 | $1,831.7万 | 28.6万股 | +3.4万股+11.82% | 加仓 |
| C资本集团股息价值CCBG |
| 3.12% | 3.03% | $723.4万 | 14.7万股 | $573.9万 | 13.5万股 | +1.2万股+8.80% | 加仓 |
 苹果AAPL |
| 1.66% | 1.62% | $384.5万 | 1.3万股 | $307.2万 | 1.2万股 | +1,185股+9.79% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.55% | 1.49% | $358.4万 | 2.3万股 | $281.8万 | 1.9万股 | +3,653股+19.20% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 1.46% | 0.54% | $337.2万 | 4.4万股 | $101.9万 | 1.3万股 | +3.0万股+231.63% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.14% | 0.87% | $264.1万 | 3.1万股 | $165.4万 | 2.1万股 | +9,450股+44.06% | 加仓 |
 谷歌AGOOGL |
| 1.01% | 0.99% | $232.9万 | 6,518股 | $187.7万 | 6,528股 | -10股-0.15% | 减仓 |
| V先锋领航指数基金VB |
| 0.99% | 0.91% | $229.7万 | 7,578股 | $172.9万 | 6,601股 | +977股+14.80% | 加仓 |
 亚马逊AMZN |
| 0.7% | 0.73% | $162.3万 | 6,811股 | $137.4万 | 6,597股 | +214股+3.24% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.64% | 0.61% | $148.2万 | 4,195股 | $114.9万 | 4,007股 | +188股+4.69% | 加仓 |
| IiShares安硕·COREIJH |
| 0.37% | 0.41% | $85.2万 | 1.1万股 | $78.3万 | 1.2万股 | -543股-4.68% | 减仓 |
 英伟达NVDA |
| 0.32% | 0.31% | $73.5万 | 3,674股 | $59.4万 | 3,407股 | +267股+7.84% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.31% | 0.28% | $70.8万 | 8,572股 | $52.2万 | 6,308股 | +2,264股+35.89% | 加仓 |
| S嘉信策略信托SCHD |
| 0.29% | 0.34% | $66.2万 | 2.1万股 | $64.3万 | 2.1万股 | -103股-0.49% | 减仓 |
| G通用动力VTI |
| 0.27% | 0.29% | $61.7万 | 1,667股 | $54.6万 | 1,703股 | -36股-2.11% | 减仓 |
| A美国世纪ETF信托AVGE |
| 0.24% | — | $55.6万 | 5,615股 | $0 | 0股 | +5,615股 | 新买入 |
 微软MSFT |
| 0.2% | 0.22% | $47.1万 | 1,263股 | $41.7万 | 1,127股 | +136股+12.07% | 加仓 |
 辉瑞PFE |
| 0.19% | 0.27% | $45.1万 | 1.9万股 | $51.8万 | 1.8万股 | +301股+1.63% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.19% | 0.2% | $44.7万 | 1.5万股 | $38.4万 | 1.5万股 | +128股+0.84% | 加仓 |
 林德LIN |
| 0.19% | 0.22% | $44.6万 | 859股 | $42.6万 | 859股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.16% | — | $36.1万 | 482股 | $0 | 0股 | +482股 | 新买入 |
 特斯拉TSLA |
| 0.15% | 0.16% | $34.7万 | 826股 | $29.7万 | 799股 | +27股+3.38% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.12% | 0.12% | $27.9万 | 3,175股 | $23.3万 | 635股 | +2,540股+400.00% | 加仓 |
 好市多COST |
| 0.11% | 0.15% | $26.1万 | 279股 | $27.8万 | 279股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.11% | 0.11% | $25.1万 | 1,693股 | $20.5万 | 1,647股 | +46股+2.79% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.11% | — | $24.4万 | 2,526股 | $0 | 0股 | +2,526股 | 新买入 |
 沃尔玛WMT |
| 0.11% | 0.14% | $24.4万 | 2,151股 | $26.6万 | 2,142股 | +9股+0.42% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.1% | 0.13% | $23.8万 | 4,081股 | $23.9万 | 4,081股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托XLG |
| 0.1% | 0.11% | $23.4万 | 3,825股 | $20.9万 | 3,825股 | 00.00% | 持仓不变 |
 ONEOKOKE |
| 0.09% | 0.12% | $21.5万 | 2,472股 | $22.3万 | 2,472股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.09% | 0.13% | $20.9万 | 566股 | $24.4万 | 566股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOT |
| 0.09% | — | $20.6万 | 671股 | $0 | 0股 | +671股 | 新买入 |
