| V先锋领航·SPECIALIZED FUNDSVIG |
| 13.46% | 12.25% | $2,171.4万 | 10.1万股 | $1,945.9万 | 8.9万股 | +1.2万股+14.04% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 8.69% | 0.55% | $1,402.7万 | 3.4万股 | $87.5万 | 1,967股 | +3.2万股+1,649.16% | 加仓 |
| VVanEck Russia ETFBBH |
| 7.41% | 8.38% | $1,196.3万 | 12.4万股 | $1,330.1万 | 12.8万股 | -4,726股-3.68% | 减仓 |
| V先锋领航·MIDVO |
| 7.13% | 6.67% | $1,150.5万 | 4.0万股 | $1,059.6万 | 3.7万股 | +3,550股+9.72% | 加仓 |
| IiShares安硕·COREIJR |
| 6.86% | 6.52% | $1,106.6万 | 8.9万股 | $1,034.9万 | 8.6万股 | +2,906股+3.37% | 加仓 |
| F富达·COMWLTH TRONEQ |
| 5.33% | — | $860.2万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
| IiShares安硕信托IVW |
| 4.18% | 13.08% | $673.8万 | 6.0万股 | $2,077.1万 | 16.9万股 | -10.9万股-64.65% | 减仓 |
| IiShares安硕信托IVV |
| 3.4% | 3.61% | $548.3万 | 8,394股 | $573.0万 | 8,365股 | +29股+0.35% | 加仓 |
| I景顺自营指数基金BSCR |
| 3.23% | 2.73% | $520.4万 | 26.5万股 | $433.3万 | 22.0万股 | +4.6万股+20.79% | 加仓 |
| I景顺自营指数基金BSCS |
| 3.21% | 2.16% | $517.2万 | 25.3万股 | $342.8万 | 16.6万股 | +8.7万股+52.19% | 加仓 |
| I景顺自营指数基金BSMR |
| 2.44% | 2.32% | $393.0万 | 16.6万股 | $368.5万 | 15.6万股 | +1.0万股+6.72% | 加仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 2.42% | 2.09% | $390.3万 | 20.9万股 | $332.5万 | 17.7万股 | +3.3万股+18.48% | 加仓 |
| I景顺自营指数基金BSMS |
| 2.42% | 1.06% | $389.9万 | 16.7万股 | $168.2万 | 7.2万股 | +9.5万股+132.92% | 加仓 |
| I景顺自营指数基金BSCU |
| 2.4% | 2.06% | $387.3万 | 23.2万股 | $327.8万 | 19.4万股 | +3.8万股+19.57% | 加仓 |
| I景顺自营指数基金BSCV |
| 2.39% | 0.19% | $386.4万 | 23.5万股 | $30.7万 | 1.8万股 | +21.6万股+1,175.55% | 加仓 |
| V先锋领航指数基金VUG |
| 2.22% | 3.35% | $357.4万 | 8,183股 | $531.9万 | 1.1万股 | -2,720股-24.95% | 减仓 |
| PProShares信托NOBL |
| 1.65% | 2.96% | $265.7万 | 2.5万股 | $470.6万 | 4.5万股 | -2.0万股-44.56% | 减仓 |
| I景顺QQQ信托VOO |
| 1.58% | — | $255.2万 | 4,422股 | $0 | 0股 | +4,422股 | 新买入 |
 亚马逊AMZN |
| 1.45% | 1.57% | $234.7万 | 1.1万股 | $249.3万 | 1.1万股 | +470股+4.35% | 加仓 |
| S嘉信·USSCHX |
| 1.41% | 1.5% | $228.2万 | 8.9万股 | $238.8万 | 8.9万股 | +265股+0.30% | 加仓 |
 PLANET FITNESS MASTER ISSUERPLNT |
| 1.25% | 1.77% | $201.2万 | 2.7万股 | $281.5万 | 2.7万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.13% | 1.26% | $182.7万 | 6,354股 | $199.4万 | 6,372股 | -18股-0.28% | 减仓 |
| V先锋领航指数基金VOO |
| 1.12% | 7.49% | $180.6万 | 3,022股 | $1,189.6万 | 1.9万股 | -1.6万股-84.39% | 减仓 |
| I景顺自营指数基金BSMT |
| 0.98% | 1% | $158.2万 | 6.9万股 | $159.5万 | 6.9万股 | -165股-0.24% | 减仓 |
| I景顺自营指数基金BSMU |
| 0.94% | 0.87% | $150.9万 | 6.9万股 | $138.0万 | 6.3万股 | +6,533股+10.43% | 加仓 |
| I景顺自营指数基金BSMV |
| 0.93% | 0.16% | $150.0万 | 7.2万股 | $25.6万 | 1.2万股 | +6.0万股+492.21% | 加仓 |
| S嘉信策略信托SCHM |
| 0.89% | 0.89% | $143.5万 | 4.6万股 | $140.6万 | 4.7万股 | -425股-0.91% | 减仓 |
 微软MSFT |
| 0.8% | 0.95% | $128.3万 | 3,466股 | $151.5万 | 3,134股 | +332股+10.59% | 加仓 |
| S嘉信·USSCHA |
| 0.73% | 0.7% | $117.4万 | 4.0万股 | $110.6万 | 3.9万股 | +1,549股+3.99% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.64% | 0.66% | $103.7万 | 2,164股 | $104.6万 | 2,080股 | +84股+4.04% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.62% | 0.63% | $100.6万 | 7,572股 | $99.3万 | 6,901股 | +671股+9.72% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.57% | 0.63% | $92.4万 | 6,241股 | $100.3万 | 6,988股 | -747股-10.69% | 减仓 |
 礼来LLY |
| 0.56% | 0.66% | $91.0万 | 990股 | $105.2万 | 979股 | +11股+1.12% | 加仓 |
 英伟达NVDA |
| 0.56% | 0.61% | $90.1万 | 5,166股 | $96.8万 | 5,190股 | -24股-0.46% | 减仓 |
 苹果AAPL |
| 0.5% | 0.43% | $80.1万 | 3,154股 | $68.4万 | 2,515股 | +639股+25.41% | 加仓 |
| IiShares安硕信托AGG |
| 0.48% | — | $77.0万 | 7,755股 | $0 | 0股 | +7,755股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.46% | 0.46% | $73.5万 | 2,562股 | $72.8万 | 2,320股 | +242股+10.43% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.41% | 0.4% | $66.3万 | 1.5万股 | $63.4万 | 1.4万股 | +254股+1.78% | 加仓 |
| IiShares安硕·COREIJH |
| 0.4% | 0.4% | $64.4万 | 9,542股 | $63.4万 | 9,600股 | -58股-0.60% | 减仓 |
| IiShares安硕信托IEFA |
| 0.29% | — | $46.6万 | 5,144股 | $0 | 0股 | +5,144股 | 新买入 |
 科磊KLAC |
| 0.25% | 0.21% | $40.2万 | 273股 | $33.2万 | 273股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.24% | 0.32% | $39.1万 | 1,493股 | $51.1万 | 1,982股 | -489股-24.67% | 减仓 |
 埃克森美孚XOM |
| 0.24% | 0.18% | $38.2万 | 2,252股 | $27.8万 | 2,314股 | -62股-2.68% | 减仓 |
 强生JNJ |
| 0.2% | 0.14% | $31.9万 | 1,304股 | $22.2万 | 1,073股 | +231股+21.53% | 加仓 |
| G通用动力VTI |
| 0.19% | 0.22% | $31.3万 | 975股 | $35.1万 | 1,046股 | -71股-6.79% | 减仓 |
| SStrategyMSTR |
| 0.18% | — | $28.5万 | 2,283股 | $0 | 0股 | +2,283股 | 新买入 |
 威瑞森VZ |
| 0.17% | 0.14% | $27.9万 | 5,550股 | $21.6万 | 5,303股 | +247股+4.66% | 加仓 |
 摩根大通JPM |
| 0.16% | — | $25.9万 | 881股 | $0 | 0股 | +881股 | 新买入 |
 NORFOLK SOUTHN COMNSC |
| 0.15% | 0.15% | $24.0万 | 838股 | $24.1万 | 834股 | +4股+0.48% | 加仓 |
 可口可乐KO |
| 0.14% | — | $23.3万 | 3,070股 | $0 | 0股 | +3,070股 | 新买入 |
