| V先锋领航指数基金VTV |
| 9.6% | 9.67% | $1.13亿 | 52.0万股 | $1.00亿 | 51.1万股 | +8,229股+1.61% | 加仓 |
| V先锋领航·MIDVO |
| 8.28% | 8.3% | $9,770.1万 | 121.3万股 | $8,614.0万 | 30.0万股 | +91.3万股+304.27% | 加仓 |
| G通用动力VTI |
| 7.17% | 7.09% | $8,453.6万 | 22.8万股 | $7,358.7万 | 22.9万股 | -928股-0.40% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 5.8% | 5.51% | $6,841.6万 | 202.2万股 | $5,719.4万 | 196.3万股 | +5.8万股+2.97% | 加仓 |
| V先锋领航指数基金VOO |
| 5.8% | 5.74% | $6,838.5万 | 10.0万股 | $5,959.1万 | 10.0万股 | -156股-0.16% | 减仓 |
| V先锋领航指数基金VUG |
| 5.72% | 5.64% | $6,749.9万 | 78.4万股 | $5,851.0万 | 13.4万股 | +65.0万股+484.97% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 5.69% | 5.51% | $6,716.9万 | 52.6万股 | $5,719.4万 | 52.1万股 | +4,129股+0.79% | 加仓 |
| S嘉信策略信托SCHC |
| 5.23% | 5.38% | $6,171.9万 | 117.0万股 | $5,579.0万 | 114.0万股 | +3.0万股+2.60% | 加仓 |
| V先锋领航·FTSEVEA |
| 4.7% | 4.62% | $5,547.3万 | 77.9万股 | $4,792.9万 | 74.8万股 | +3.1万股+4.09% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 4.53% | 4.47% | $5,339.7万 | 43.0万股 | $4,635.2万 | 10.9万股 | +32.1万股+295.59% | 加仓 |
| IiShares安硕·COREIJH |
| 4.46% | 4.47% | $5,264.5万 | 68.3万股 | $4,638.3万 | 68.7万股 | -4,126股-0.60% | 减仓 |
| IiShares安硕信托IUSV |
| 4.14% | 4.47% | $4,885.6万 | 44.4万股 | $4,636.3万 | 45.3万股 | -9,886股-2.18% | 减仓 |
| IiShares安硕信托IVV |
| 2.94% | 2.82% | $3,471.0万 | 4.6万股 | $2,922.3万 | 4.5万股 | +1,610股+3.60% | 加仓 |
| SSTATE STREET SPDR S&P 1500 VALUE TILT ETFVLU |
| 2.66% | 2.53% | $3,136.2万 | 13.2万股 | $2,628.5万 | 12.2万股 | +9,390股+7.68% | 加仓 |
| IiShares安硕信托IWD |
| 2.46% | 2.47% | $2,901.3万 | 12.0万股 | $2,565.0万 | 12.0万股 | -369股-0.31% | 减仓 |
 苹果AAPL |
| 2.43% | 2.48% | $2,870.4万 | 9.9万股 | $2,569.8万 | 10.1万股 | -2,061股-2.04% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.57% | 1.58% | $1,847.3万 | 2.5万股 | $1,638.3万 | 2.5万股 | -455股-1.81% | 减仓 |
| S嘉信策略信托SCHM |
| 1.04% | 1% | $1,231.0万 | 33.4万股 | $1,033.3万 | 33.4万股 | +102股+0.03% | 加仓 |
 英伟达NVDA |
| 1.03% | 1% | $1,210.1万 | 6.0万股 | $1,034.7万 | 5.9万股 | +1,149股+1.94% | 加仓 |
 微软MSFT |
| 0.89% | 1.02% | $1,046.0万 | 2.8万股 | $1,053.8万 | 2.8万股 | -428股-1.50% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.82% | 0.77% | $967.3万 | 2.7万股 | $797.2万 | 2.8万股 | -415股-1.49% | 减仓 |
| I景顺QQQ信托VOO |
| 0.72% | 0.65% | $848.3万 | 1.2万股 | $670.6万 | 1.2万股 | -98股-0.84% | 减仓 |
 亚马逊AMZN |
| 0.7% | 0.7% | $819.9万 | 3.4万股 | $722.6万 | 3.5万股 | -295股-0.85% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.67% | 0.65% | $791.3万 | 7.2万股 | $678.5万 | 7.0万股 | +1,950股+2.79% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.66% | 0.68% | $776.0万 | 1.6万股 | $701.8万 | 1.5万股 | +863股+5.89% | 加仓 |
 第一资本COF |
| 0.61% | 0.63% | $721.8万 | 3.6万股 | $656.4万 | 3.6万股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 0.45% | 0.62% | $528.9万 | 7.0万股 | $639.4万 | 7.3万股 | -2,480股-3.42% | 减仓 |
 特斯拉TSLA |
| 0.36% | 0.36% | $420.2万 | 9,990股 | $372.9万 | 1.0万股 | -41股-0.41% | 减仓 |
| WWisdomTree信托DLN |
| 0.35% | 0.37% | $416.9万 | 4.3万股 | $388.0万 | 4.3万股 | -151股-0.35% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.34% | 0.37% | $397.1万 | 1.2万股 | $386.5万 | 1.3万股 | -1,370股-10.46% | 减仓 |
| S嘉信策略信托SCHD |
| 0.33% | 0.37% | $387.6万 | 12.2万股 | $385.5万 | 12.6万股 | -3,416股-2.72% | 减仓 |
| V先锋领航指数基金VB |
| 0.31% | 0.31% | $366.2万 | 1.2万股 | $317.2万 | 1.2万股 | -30股-0.25% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.28% | 0.28% | $333.6万 | 9.6万股 | $294.8万 | 9.7万股 | -815股-0.84% | 减仓 |
| SSPDR黄金信托GLD |
| 0.27% | 0.35% | $316.9万 | 8,603股 | $365.7万 | 8,498股 | +105股+1.24% | 加仓 |
 好市多COST |
| 0.27% | 0.34% | $315.9万 | 3,377股 | $348.4万 | 3,497股 | -120股-3.43% | 减仓 |
| S道富SPMD |
| 0.25% | 0.13% | $300.2万 | 4.4万股 | $129.7万 | 2.2万股 | +2.3万股+102.87% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.25% | 0.28% | $299.5万 | 4股 | $287.3万 | 4股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.21% | 0.25% | $252.1万 | 4,475股 | $258.9万 | 4,525股 | -50股-1.10% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.21% | 0.22% | $250.2万 | 6,111股 | $229.5万 | 6,436股 | -325股-5.05% | 减仓 |
 甲骨文ORCL |
| 0.19% | 0.23% | $229.9万 | 1.6万股 | $233.8万 | 1.6万股 | -204股-1.28% | 减仓 |
 谷歌AGOOGL |
| 0.19% | 0.18% | $225.3万 | 6,305股 | $191.8万 | 6,671股 | -366股-5.49% | 减仓 |
 礼来LLY |
| 0.18% | 0.15% | $211.9万 | 1,767股 | $159.2万 | 1,731股 | +36股+2.08% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.18% | 0.18% | $210.8万 | 1.4万股 | $184.7万 | 1.4万股 | -18股-0.12% | 减仓 |
 艾伯维ABBV |
| 0.16% | 0.16% | $194.5万 | 7,729股 | $163.8万 | 7,531股 | +198股+2.63% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.16% | 0.14% | $186.6万 | 6,158股 | $146.3万 | 6,158股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.16% | 0.16% | $185.2万 | 5,659股 | $168.5万 | 5,727股 | -68股-1.19% | 减仓 |
 卡特彼勒CAT |
| 0.15% | 0.11% | $178.4万 | 1,675股 | $118.7万 | 1,675股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.15% | 0.12% | $177.1万 | 9,297股 | $123.6万 | 9,297股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.15% | 0.15% | $173.4万 | 7,329股 | $157.6万 | 7,329股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.14% | 0.2% | $165.1万 | 1.2万股 | $204.1万 | 1.2万股 | +50股+0.42% | 加仓 |
