| V先锋领航指数基金VOO |
| 10.26% | 37.82% | $6,849.0万 | 11.5万股 | $2.48亿 | 39.5万股 | -28.0万股-70.99% | 减仓 |
| V先锋领航·TOTALBND |
| 9.99% | 8.01% | $6,669.1万 | 90.6万股 | $5,250.0万 | 70.9万股 | +19.7万股+27.77% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 7.12% | — | $4,752.2万 | 163.1万股 | $0 | 0股 | +163.1万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 6.07% | 11.75% | $4,051.7万 | 6.2万股 | $7,698.7万 | 11.3万股 | -5.1万股-44.82% | 减仓 |
| SSPDR道富指数基金SPDW |
| 5.67% | — | $3,783.2万 | 82.9万股 | $0 | 0股 | +82.9万股 | 新买入 |
| S道富SPYM |
| 5.56% | 0.08% | $3,713.7万 | 48.5万股 | $51.6万 | 6,434股 | +47.9万股+7,441.19% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 4.73% | 0.1% | $3,153.9万 | 22.8万股 | $64.9万 | 4,603股 | +22.3万股+4,853.53% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 4.63% | — | $3,087.1万 | 101.2万股 | $0 | 0股 | +101.2万股 | 新买入 |
| V先锋领航·FSTEVWO |
| 4.55% | — | $3,038.6万 | 56.2万股 | $0 | 0股 | +56.2万股 | 新买入 |
| S道富SPSM |
| 4.34% | 0.1% | $2,898.1万 | 60.0万股 | $64.9万 | 1.4万股 | +58.6万股+4,230.18% | 加仓 |
| S道富SPMD |
| 4.22% | 0.16% | $2,819.7万 | 47.6万股 | $106.0万 | 1.8万股 | +45.8万股+2,501.99% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 3.27% | 9.5% | $2,182.3万 | 3.5万股 | $6,222.9万 | 10.3万股 | -6.8万股-65.70% | 减仓 |
 苹果AAPL |
| 2.54% | 2.69% | $1,695.6万 | 6.7万股 | $1,759.3万 | 6.5万股 | +2,098股+3.24% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.78% | — | $1,188.5万 | 14.4万股 | $0 | 0股 | +14.4万股 | 新买入 |
| S道富SPHY |
| 1.76% | — | $1,175.2万 | 50.4万股 | $0 | 0股 | +50.4万股 | 新买入 |
| IiShares安硕信托IVW |
| 1.54% | 6.59% | $1,025.2万 | 9.1万股 | $4,318.0万 | 35.0万股 | -26.0万股-74.13% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.44% | 5.77% | $962.6万 | 3.9万股 | $3,783.0万 | 15.4万股 | -11.5万股-74.74% | 减仓 |
| AABRDN BLOOMBERGBCI |
| 1.22% | — | $817.0万 | 33.6万股 | $0 | 0股 | +33.6万股 | 新买入 |
 英伟达NVDA |
| 1.09% | 1.16% | $725.5万 | 4.2万股 | $757.8万 | 4.1万股 | +969股+2.38% | 加仓 |
| I景顺·S&PSPHQ |
| 1.01% | 0.19% | $675.2万 | 9.0万股 | $124.8万 | 1.7万股 | +7.3万股+439.88% | 加仓 |
 亚马逊AMZN |
| 0.93% | 0.98% | $622.9万 | 3.0万股 | $644.0万 | 2.8万股 | +2,005股+7.19% | 加仓 |
 微软MSFT |
| 0.89% | 1.15% | $590.6万 | 1.6万股 | $751.5万 | 1.6万股 | +418股+2.69% | 加仓 |
| SSIMPLIFY EXCHANGE TRADED FUNHEQT |
| 0.88% | — | $584.8万 | 18.6万股 | $0 | 0股 | +18.6万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.79% | 0.85% | $530.1万 | 1.8万股 | $557.3万 | 1.8万股 | +720股+4.05% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.76% | — | $507.9万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
| IiShares安硕·COREIJR |
| 0.6% | 0.61% | $403.7万 | 3.2万股 | $400.8万 | 3.3万股 | -875股-2.62% | 减仓 |
 谷歌AGOOGL |
| 0.55% | 0.59% | $369.7万 | 1.3万股 | $386.5万 | 1.2万股 | +508股+4.11% | 加仓 |
 摩根大通JPM |
| 0.47% | 0.51% | $310.7万 | 1.1万股 | $333.8万 | 1.0万股 | +203股+1.96% | 加仓 |
 Meta平台META |
| 0.46% | 0.52% | $305.3万 | 5,336股 | $339.7万 | 5,146股 | +190股+3.69% | 加仓 |
 礼来LLY |
| 0.45% | 0.53% | $298.8万 | 3,248股 | $347.7万 | 3,236股 | +12股+0.37% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.42% | 0.42% | $283.5万 | 2.9万股 | $277.5万 | 2.9万股 | +291股+1.01% | 加仓 |
 VisaV |
| 0.37% | 0.44% | $245.8万 | 8,132股 | $290.4万 | 8,279股 | -147股-1.78% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.28% | 0.29% | $186.4万 | 3.7万股 | $187.4万 | 3.7万股 | +114股+0.31% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.26% | 0.21% | $173.2万 | 3,614股 | $137.1万 | 2,728股 | +886股+32.48% | 加仓 |
 麦当劳MCD |
| 0.25% | 0.25% | $168.1万 | 5,408股 | $163.8万 | 5,359股 | +49股+0.91% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.25% | 0.29% | $167.8万 | 1.7万股 | $190.4万 | 2.0万股 | -2,519股-12.74% | 减仓 |
| I景顺QQQ信托VOO |
| 0.25% | 0.49% | $166.9万 | 2,892股 | $317.9万 | 5,175股 | -2,283股-44.12% | 减仓 |
| IiShares安硕信托GVI |
| 0.25% | 0.26% | $164.7万 | 1.6万股 | $168.6万 | 1.6万股 | -225股-1.43% | 减仓 |
 特斯拉TSLA |
| 0.24% | 0.23% | $161.8万 | 4,353股 | $147.6万 | 3,281股 | +1,072股+32.67% | 加仓 |
 NETFLIXNFLX |
| 0.24% | 0.22% | $160.1万 | 1.7万股 | $143.2万 | 1.5万股 | +1,379股+9.03% | 加仓 |
| IiShares安硕信托EFAV |
| 0.19% | 0.19% | $129.2万 | 1.4万股 | $122.0万 | 1.4万股 | -8股-0.06% | 减仓 |
 艾伯维ABBV |
| 0.19% | 0.1% | $126.7万 | 5,826股 | $63.8万 | 2,790股 | +3,036股+108.82% | 加仓 |
 沃尔玛WMT |
| 0.19% | 0.17% | $125.0万 | 1.0万股 | $109.3万 | 9,812股 | +248股+2.53% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.18% | 0.2% | $121.9万 | 1.2万股 | $132.9万 | 1.2万股 | -9股-0.07% | 减仓 |
 博通AVGO |
| 0.18% | 0.19% | $120.4万 | 3,891股 | $127.6万 | 3,688股 | +203股+5.50% | 加仓 |
| IiShares安硕信托AGG |
| 0.18% | 0.22% | $117.9万 | 1.2万股 | $143.8万 | 1.4万股 | -2,522股-17.52% | 减仓 |
 家得宝HD |
| 0.17% | 0.19% | $114.0万 | 3,465股 | $127.1万 | 3,694股 | -229股-6.20% | 减仓 |
 强生JNJ |
| 0.16% | 0.14% | $109.5万 | 4,479股 | $91.5万 | 4,420股 | +59股+1.33% | 加仓 |
 雅培ABT |
| 0.16% | 0.16% | $107.2万 | 1.0万股 | $102.2万 | 8,157股 | +2,282股+27.98% | 加仓 |
 好市多COST |
| 0.16% | 0.13% | $104.9万 | 1,052股 | $82.7万 | 959股 | +93股+9.70% | 加仓 |
