| V先锋领航指数基金VUG |
| 15.54% | 13.92% | $2,378.1万 | 27.6万股 | $1,912.6万 | 4.4万股 | +23.2万股+530.46% | 加仓 |
| V先锋领航·FTSEVEA |
| 15.43% | 15.39% | $2,361.6万 | 33.1万股 | $2,114.6万 | 33.0万股 | +1,461股+0.44% | 加仓 |
| V先锋领航指数基金VTV |
| 12.9% | 12.8% | $1,974.6万 | 9.1万股 | $1,758.0万 | 9.0万股 | +1,001股+1.12% | 加仓 |
| V先锋领航·TOTALBNDX |
| 8.81% | 9.37% | $1,347.8万 | 27.8万股 | $1,287.4万 | 26.8万股 | +1.0万股+3.88% | 加仓 |
| V先锋领航债券指数基金BSV |
| 8% | 8.6% | $1,223.8万 | 15.7万股 | $1,181.5万 | 15.1万股 | +6,395股+4.24% | 加仓 |
| V先锋领航·FSTEVWO |
| 5.22% | 5.12% | $798.4万 | 13.4万股 | $704.1万 | 13.0万股 | +3,478股+2.67% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 3.95% | 4.23% | $604.7万 | 12.9万股 | $580.8万 | 12.4万股 | +5,473股+4.42% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 3.84% | 4.07% | $587.5万 | 13.9万股 | $559.9万 | 13.3万股 | +6,575股+4.96% | 加仓 |
| V先锋领航债券指数基金BLV |
| 3.78% | 3.99% | $578.9万 | 8.4万股 | $548.3万 | 8.0万股 | +4,273股+5.36% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 3.49% | 3.25% | $534.8万 | 6.5万股 | $446.4万 | 6.3万股 | +2,194股+3.50% | 加仓 |
| G通用动力VTI |
| 2.87% | 2.85% | $440.0万 | 1.2万股 | $391.7万 | 1.2万股 | -319股-2.61% | 减仓 |
| V先锋领航指数基金VOO |
| 2.19% | 2.04% | $334.8万 | 4,874股 | $280.6万 | 4,695股 | +179股+3.81% | 加仓 |
| I景顺QQQ信托VOO |
| 1.52% | 1.32% | $232.3万 | 3,155股 | $181.0万 | 3,136股 | +19股+0.61% | 加仓 |
| V先锋领航·TOTALBND |
| 1.38% | 1.56% | $210.7万 | 2.9万股 | $214.1万 | 2.9万股 | -367股-1.26% | 减仓 |
| SSPDR黄金信托GLD |
| 1.04% | 1.37% | $159.6万 | 4,332股 | $188.8万 | 4,387股 | -55股-1.25% | 减仓 |
 苹果AAPL |
| 0.98% | 0.86% | $149.4万 | 5,164股 | $118.4万 | 4,664股 | +500股+10.72% | 加仓 |
 特斯拉TSLA |
| 0.98% | 0.95% | $149.4万 | 3,552股 | $130.6万 | 3,513股 | +39股+1.11% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.95% | 1.01% | $145.5万 | 1.7万股 | $139.2万 | 1.8万股 | -1,031股-5.71% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.63% | 0.78% | $96.5万 | 2.9万股 | $107.2万 | 2.8万股 | +1,070股+3.83% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.56% | 0.54% | $85.8万 | 9,760股 | $73.8万 | 2,008股 | +7,752股+386.06% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.52% | 0.53% | $79.5万 | 5,030股 | $72.1万 | 4,871股 | +159股+3.26% | 加仓 |
| N新纪元能源NEE |
| 0.37% | 0.44% | $57.0万 | 6,490股 | $60.3万 | 6,490股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.34% | 0.37% | $52.3万 | 1,401股 | $50.5万 | 1,364股 | +37股+2.71% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.33% | 0.35% | $50.3万 | 1,006股 | $48.2万 | 1,006股 | 00.00% | 持仓不变 |
 鲍尔公司BALL |
| 0.32% | 0.34% | $49.5万 | 7,932股 | $46.7万 | 7,906股 | +26股+0.33% | 加仓 |
 亚马逊AMZN |
| 0.25% | 0.24% | $38.0万 | 1,595股 | $33.4万 | 1,602股 | -7股-0.44% | 减仓 |
 英伟达NVDA |
| 0.23% | 0.23% | $35.7万 | 1,783股 | $31.1万 | 1,781股 | +2股+0.11% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.21% | 0.2% | $31.9万 | 7,196股 | $27.9万 | 7,179股 | +17股+0.24% | 加仓 |
 谷歌AGOOGL |
| 0.21% | 0.18% | $31.8万 | 891股 | $24.4万 | 849股 | +42股+4.95% | 加仓 |
| C资本集团固定收益ETF信托CGMU |
| 0.21% | 0.23% | $31.6万 | 1.2万股 | $31.2万 | 1.2万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VTC |
| 0.2% | 0.22% | $30.8万 | 4,006股 | $30.7万 | 3,997股 | +9股+0.23% | 加仓 |
 礼来LLY |
| 0.2% | 0.17% | $30.6万 | 255股 | $23.4万 | 255股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.2% | 0.2% | $30.3万 | 1,193股 | $27.3万 | 1,118股 | +75股+6.71% | 加仓 |
 家得宝HD |
| 0.2% | 0.2% | $30.0万 | 851股 | $27.9万 | 848股 | +3股+0.35% | 加仓 |
| IiShares安硕信托IVV |
| 0.2% | 0.24% | $30.0万 | 400股 | $32.5万 | 497股 | -97股-19.52% | 减仓 |
 TRAVELERS COSTRV |
| 0.19% | 0.2% | $29.4万 | 890股 | $26.9万 | 923股 | -33股-3.58% | 减仓 |
 艾伯维ABBV |
| 0.19% | 0.19% | $29.4万 | 1,167股 | $26.7万 | 1,226股 | -59股-4.81% | 减仓 |
| G高盛ETF信托GBIL |
| 0.18% | — | $27.8万 | 2,777股 | $0 | 0股 | +2,777股 | 新买入 |
 艾默生电气EMR |
| 0.18% | 0.18% | $27.3万 | 1,910股 | $25.0万 | 1,908股 | +2股+0.10% | 加仓 |
 威瑞森VZ |
| 0.18% | 0.21% | $26.8万 | 6,329股 | $29.1万 | 5,800股 | +529股+9.12% | 加仓 |
 摩根大通JPM |
| 0.17% | 0.17% | $26.0万 | 795股 | $24.0万 | 817股 | -22股-2.69% | 减仓 |
 Meta平台META |
| 0.17% | 0.19% | $25.6万 | 454股 | $25.9万 | 453股 | +1股+0.22% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.16% | 0.18% | $25.0万 | 2,547股 | $24.1万 | 2,557股 | -10股-0.39% | 减仓 |
 宝洁PG |
| 0.15% | 0.16% | $22.4万 | 1,530股 | $22.2万 | 1,537股 | -7股-0.46% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.14% | — | $21.4万 | 287股 | $0 | 0股 | +287股 | 新买入 |
 麦当劳MCD |
| 0.14% | 0.18% | $21.3万 | 786股 | $24.4万 | 786股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.14% | — | $20.9万 | 3,661股 | $0 | 0股 | +3,661股 | 新买入 |
