| V先锋领航指数基金VOO |
| 22.62% | 19.56% | $3.83亿 | 55.8万股 | $2.96亿 | 49.5万股 | +6.2万股+12.58% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.56% | 4.78% | $9,413.8万 | 132.1万股 | $7,227.6万 | 112.8万股 | +19.3万股+17.14% | 加仓 |
| IiShares安硕信托AGG |
| 3.13% | 3.44% | $5,297.4万 | 53.5万股 | $5,203.4万 | 52.4万股 | +1.1万股+2.10% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 2.96% | 2.92% | $5,014.4万 | 12.2万股 | $4,419.9万 | 12.4万股 | -1,507股-1.22% | 减仓 |
 NETFLIXNFLX |
| 2.71% | 4.12% | $4,593.0万 | 64.3万股 | $6,231.8万 | 64.8万股 | -4,858股-0.75% | 减仓 |
 苹果AAPL |
| 2.18% | 2.02% | $3,684.1万 | 12.7万股 | $3,062.9万 | 12.1万股 | +6,632股+5.50% | 加仓 |
| SSPDR黄金信托GLD |
| 2% | 2.54% | $3,392.0万 | 9.2万股 | $3,846.0万 | 8.9万股 | +2,696股+3.02% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.9% | 2.54% | $3,209.7万 | 30.9万股 | $3,842.1万 | 39.6万股 | -8.7万股-21.89% | 减仓 |
 英伟达NVDA |
| 1.83% | 1.69% | $3,101.9万 | 15.5万股 | $2,558.0万 | 14.7万股 | +8,349股+5.69% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.79% | 4.69% | $3,032.8万 | 4.1万股 | $7,090.5万 | 10.9万股 | -6.8万股-62.75% | 减仓 |
| S道富SPYM |
| 1.6% | 1.56% | $2,706.5万 | 30.8万股 | $2,356.7万 | 30.8万股 | +73股+0.02% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.58% | 1.83% | $2,674.5万 | 28.3万股 | $2,765.4万 | 29.0万股 | -6,939股-2.39% | 减仓 |
| V先锋领航指数基金VXF |
| 1.44% | 1.14% | $2,434.5万 | 9.9万股 | $1,731.6万 | 8.4万股 | +1.5万股+17.52% | 加仓 |
 亚马逊AMZN |
| 1.35% | 1.31% | $2,281.3万 | 9.6万股 | $1,986.6万 | 9.5万股 | +329股+0.34% | 加仓 |
 特斯拉TSLA |
| 1.32% | 1.26% | $2,239.6万 | 5.3万股 | $1,909.1万 | 5.1万股 | +1,892股+3.68% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.21% | 1.21% | $2,049.4万 | 16.5万股 | $1,829.2万 | 4.3万股 | +12.2万股+284.73% | 加仓 |
| IiShares安硕信托IWD |
| 1.16% | 1.16% | $1,959.7万 | 8.1万股 | $1,754.1万 | 8.2万股 | -1,259股-1.53% | 减仓 |
 谷歌AGOOGL |
| 1.04% | 0.91% | $1,767.0万 | 4.9万股 | $1,381.6万 | 4.8万股 | +1,400股+2.91% | 加仓 |
| IiShares安硕信托EEM |
| 0.91% | 0.81% | $1,542.9万 | 22.6万股 | $1,225.7万 | 21.6万股 | +9,702股+4.50% | 加仓 |
 微软MSFT |
| 0.88% | 0.98% | $1,496.7万 | 4.0万股 | $1,479.6万 | 4.0万股 | +155股+0.39% | 加仓 |
| IiShares安硕信托TLH |
| 0.86% | 0.95% | $1,450.0万 | 14.4万股 | $1,434.5万 | 14.2万股 | +2,069股+1.45% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.83% | 0.8% | $1,401.4万 | 5.1万股 | $1,209.0万 | 5.1万股 | +64股+0.13% | 加仓 |
 BOOKING COMBKNG |
| 0.81% | 0.86% | $1,370.3万 | 7.7万股 | $1,298.9万 | 3,085股 | +7.4万股+2,391.99% | 加仓 |
| IiShares安硕·COREIJR |
| 0.7% | 0.63% | $1,184.2万 | 8.0万股 | $951.1万 | 7.7万股 | +3,334股+4.36% | 加仓 |
 直觉外科ISRG |
| 0.67% | 0.88% | $1,135.5万 | 2.9万股 | $1,325.9万 | 2.9万股 | -209股-0.73% | 减仓 |
 南方电力SO |
| 0.65% | 0.72% | $1,093.4万 | 11.4万股 | $1,097.2万 | 11.4万股 | +567股+0.50% | 加仓 |
| IiShares安硕信托IVV |
| 0.63% | 0.64% | $1,072.8万 | 1.4万股 | $971.2万 | 1.5万股 | -543股-3.65% | 减仓 |
| IiShares安硕·AAA CLO ACTIVE ETFCLOA |
| 0.63% | 0.54% | $1,069.6万 | 20.6万股 | $821.5万 | 15.8万股 | +4.8万股+30.01% | 加仓 |
| I景顺QQQ信托VOO |
| 0.63% | 0.54% | $1,058.4万 | 1.4万股 | $821.0万 | 1.4万股 | +149股+1.05% | 加仓 |
| IiShares安硕·COREIJH |
| 0.59% | 0.22% | $996.2万 | 12.9万股 | $326.9万 | 4.8万股 | +8.1万股+166.91% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.59% | 0.49% | $991.7万 | 2.8万股 | $745.5万 | 2.6万股 | +2,082股+8.01% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.53% | 0.62% | $898.6万 | 12股 | $933.6万 | 13股 | -1股-7.69% | 减仓 |
| IiShares安硕信托IEI |
| 0.49% | 0.65% | $831.1万 | 7.1万股 | $982.8万 | 8.3万股 | -1.2万股-14.60% | 减仓 |
 家得宝HD |
| 0.45% | 0.48% | $769.8万 | 2.2万股 | $720.8万 | 2.2万股 | -90股-0.41% | 减仓 |
 卡特彼勒CAT |
| 0.45% | 0.17% | $761.9万 | 7,154股 | $250.2万 | 3,531股 | +3,623股+102.61% | 加仓 |
 博通AVGO |
| 0.44% | 0.4% | $752.3万 | 2.0万股 | $600.2万 | 1.9万股 | +522股+2.69% | 加仓 |
 VisaV |
| 0.43% | 0.42% | $725.0万 | 2.1万股 | $634.7万 | 2.1万股 | +130股+0.62% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.43% | 0.33% | $722.6万 | 4.6万股 | $505.7万 | 3.7万股 | +9,483股+25.95% | 加仓 |
 沃尔玛WMT |
| 0.42% | 0.5% | $717.9万 | 6.3万股 | $763.6万 | 6.1万股 | +1,942股+3.16% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.4% | 0.02% | $672.8万 | 7.4万股 | $28.5万 | 3,530股 | +7.0万股+1,989.58% | 加仓 |
| V先锋领航·TOTALBND |
| 0.39% | 0.4% | $660.8万 | 9.0万股 | $597.9万 | 8.1万股 | +8,828股+10.87% | 加仓 |
 摩根大通JPM |
| 0.37% | 0.34% | $626.6万 | 1.9万股 | $512.2万 | 1.7万股 | +1,731股+9.94% | 加仓 |
 强生JNJ |
| 0.37% | 0.41% | $621.6万 | 2.4万股 | $619.8万 | 2.5万股 | -883股-3.48% | 减仓 |
| IiShares白银信托SLV |
| 0.37% | 0.65% | $618.5万 | 11.6万股 | $990.8万 | 14.5万股 | -3.0万股-20.45% | 减仓 |
 Meta平台META |
| 0.36% | 0.42% | $607.9万 | 1.1万股 | $630.0万 | 1.1万股 | -220股-2.00% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.35% | $599.9万 | 1.2万股 | $523.7万 | 1.1万股 | +1,059股+9.69% | 加仓 |
| F第一信托交易所交易基金VIUCON |
| 0.35% | 0.36% | $584.7万 | 23.5万股 | $537.9万 | 21.7万股 | +1.8万股+8.21% | 加仓 |
| G通用动力VTI |
| 0.34% | 0.31% | $581.6万 | 1.6万股 | $470.5万 | 1.5万股 | +1,049股+7.15% | 加仓 |
 安费诺APH |
| 0.32% | 0.28% | $542.2万 | 3.1万股 | $426.2万 | 3.4万股 | -2,980股-8.84% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.32% | 0.24% | $535.6万 | 2.8万股 | $370.0万 | 2.8万股 | +274股+0.98% | 加仓 |
