| V先锋领航指数基金VOO |
| 47.21% | 56.39% | $10.15亿 | 147.8万股 | $8.72亿 | 145.9万股 | +1.9万股+1.27% | 加仓 |
| V先锋领航指数基金VXF |
| 11.49% | 11.06% | $2.47亿 | 100.3万股 | $1.71亿 | 83.1万股 | +17.2万股+20.71% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 9.02% | <0.01% | $1.94亿 | 132.5万股 | $3.0万 | 238股 | +132.4万股+556,460.92% | 加仓 |
| V先锋领航·FTSEVEA |
| 7.83% | 9.56% | $1.68亿 | 236.4万股 | $1.48亿 | 230.5万股 | +5.8万股+2.54% | 加仓 |
| AAvantis·U SAVUV |
| 6.49% | <0.01% | $1.40亿 | 111.9万股 | $4.4万 | 402股 | +111.9万股+278,286.32% | 加仓 |
| V先锋领航指数基金VV |
| 4.34% | 5.55% | $9,327.7万 | 27.1万股 | $8,578.6万 | 28.7万股 | -1.6万股-5.51% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.31% | 1.84% | $2,819.5万 | 11.6万股 | $2,841.1万 | 13.1万股 | -1.5万股-11.27% | 减仓 |
| IiShares安硕信托GVI |
| 1.19% | 1.55% | $2,547.6万 | 23.7万股 | $2,399.2万 | 22.6万股 | +1.1万股+4.73% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.02% | 1.27% | $2,202.0万 | 2.9万股 | $1,965.1万 | 3.0万股 | -729股-2.41% | 减仓 |
| S嘉信策略信托SCHM |
| 0.97% | 1.21% | $2,085.3万 | 56.6万股 | $1,872.3万 | 60.5万股 | -3.9万股-6.48% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.73% | 0.95% | $1,578.6万 | 31.3万股 | $1,462.7万 | 32.0万股 | -7,130股-2.23% | 减仓 |
 苹果AAPL |
| 0.6% | 0.81% | $1,293.2万 | 4.5万股 | $1,244.8万 | 4.9万股 | -4,357股-8.88% | 减仓 |
| IiShares安硕信托IVV |
| 0.52% | 0.61% | $1,122.8万 | 1.5万股 | $939.1万 | 1.4万股 | +615股+4.28% | 加仓 |
| G通用动力VTI |
| 0.41% | 0.43% | $891.6万 | 2.4万股 | $672.2万 | 2.1万股 | +3,139股+14.98% | 加仓 |
 微软MSFT |
| 0.24% | 0.36% | $510.6万 | 1.4万股 | $560.4万 | 1.5万股 | -1,449股-9.57% | 减仓 |
| V先锋领航指数基金VUG |
| 0.19% | 0.21% | $398.3万 | 4.6万股 | $331.7万 | 7,595股 | +3.9万股+508.76% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.17% | 0.17% | $363.2万 | 7,258股 | $268.5万 | 5,604股 | +1,654股+29.51% | 加仓 |
| I景顺QQQ信托VOO |
| 0.17% | 0.16% | $356.2万 | 4,837股 | $252.0万 | 4,367股 | +470股+10.76% | 加仓 |
 谷歌AGOOGL |
| 0.16% | 0.18% | $342.1万 | 9,572股 | $280.0万 | 9,738股 | -166股-1.70% | 减仓 |
 亚马逊AMZN |
| 0.15% | 0.19% | $319.2万 | 1.3万股 | $293.3万 | 1.4万股 | -690股-4.90% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.12% | 0.14% | $257.6万 | 2.1万股 | $223.7万 | 5,247股 | +1.5万股+295.37% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.12% | 0.14% | $254.3万 | 7,197股 | $218.0万 | 7,599股 | -402股-5.29% | 减仓 |
 摩根大通JPM |
| 0.11% | 0.17% | $238.2万 | 7,276股 | $263.7万 | 8,965股 | -1,689股-18.84% | 减仓 |
 强生JNJ |
| 0.11% | 0.21% | $226.2万 | 8,905股 | $331.9万 | 1.4万股 | -4,672股-34.41% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.09% | 0.1% | $185.8万 | 1.8万股 | $158.6万 | 1.6万股 | +1,550股+9.49% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.08% | 0.11% | $182.5万 | 1.2万股 | $168.7万 | 1.1万股 | +158股+1.39% | 加仓 |
 DTE ENERGY COMDTE |
| 0.08% | 0.11% | $181.0万 | 1.2万股 | $167.0万 | 1.1万股 | +461股+4.04% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.08% | 0.1% | $178.5万 | 3.3万股 | $158.0万 | 3.3万股 | -192股-0.58% | 减仓 |
| V先锋领航全球基金VGT |
| 0.07% | 0.07% | $153.1万 | 1.3万股 | $105.6万 | 1,514股 | +1.1万股+746.04% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.07% | 0.08% | $152.4万 | 7,999股 | $119.3万 | 8,975股 | -976股-10.87% | 减仓 |
| S嘉信·USSCHX |
| 0.07% | 0.06% | $144.2万 | 4.9万股 | $94.7万 | 3.7万股 | +1.2万股+32.68% | 加仓 |
| V先锋领航指数基金VB |
| 0.06% | 0.08% | $139.7万 | 4,608股 | $124.4万 | 4,749股 | -141股-2.97% | 减仓 |
| V先锋领航·MIDVO |
| 0.06% | 0.08% | $139.4万 | 1.7万股 | $116.9万 | 4,072股 | +1.3万股+324.83% | 加仓 |
| V先锋领航指数基金VOT |
| 0.06% | 0.1% | $137.7万 | 4,497股 | $156.0万 | 6,061股 | -1,564股-25.80% | 减仓 |
 好市多COST |
| 0.06% | 0.1% | $130.2万 | 1,392股 | $158.5万 | 1,591股 | -199股-12.51% | 减仓 |
| V先锋领航指数基金VTV |
| 0.06% | 0.04% | $128.3万 | 5,889股 | $65.5万 | 3,340股 | +2,549股+76.32% | 加仓 |
| V先锋领航指数基金VBK |
| 0.06% | 0.08% | $127.3万 | 3,481股 | $116.8万 | 3,865股 | -384股-9.94% | 减仓 |
| IiShares安硕·ESGEFA |
| 0.06% | 0.08% | $125.5万 | 1.2万股 | $116.7万 | 1.2万股 | +4股+0.03% | 加仓 |
| IiShares安硕·COREIJR |
| 0.06% | 0.07% | $122.9万 | 8,289股 | $107.4万 | 8,641股 | -352股-4.07% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.06% | 0.06% | $122.6万 | 1.0万股 | $96.5万 | 9,859股 | +445股+4.51% | 加仓 |
 百事可乐PEP |
| 0.06% | 0.1% | $121.2万 | 8,949股 | $152.3万 | 9,810股 | -861股-8.78% | 减仓 |
| IiShares安硕信托IJK |
| 0.06% | 0.07% | $120.4万 | 1.0万股 | $106.7万 | 1.1万股 | -361股-3.40% | 减仓 |
 Meta平台META |
| 0.06% | 0.08% | $120.2万 | 2,134股 | $124.1万 | 2,169股 | -35股-1.61% | 减仓 |
| DDimensional维度·USDFUV |
| 0.06% | 0.07% | $118.2万 | 2.1万股 | $104.2万 | 2.1万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.05% | 0.05% | $110.1万 | 2,914股 | $69.9万 | 2,257股 | +657股+29.11% | 加仓 |
| S嘉信策略信托SCHD |
| 0.05% | 0.07% | $109.4万 | 3.4万股 | $108.9万 | 3.5万股 | -1,000股-2.82% | 减仓 |
 英伟达NVDA |
| 0.05% | 0.07% | $107.6万 | 5,377股 | $111.2万 | 6,375股 | -998股-15.65% | 减仓 |
| IiShares安硕·COREIJH |
| 0.05% | 0.06% | $105.6万 | 1.4万股 | $99.6万 | 1.5万股 | -1,046股-7.09% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.05% | 0.06% | $105.1万 | 9,524股 | $92.3万 | 9,496股 | +28股+0.29% | 加仓 |
 宝洁PG |
| 0.05% | 0.06% | $104.0万 | 7,094股 | $97.3万 | 6,738股 | +356股+5.28% | 加仓 |
