| V先锋领航指数基金VOO |
| 3.89% | 4.08% | $1.95亿 | 28.7万股 | $1.83亿 | 27.9万股 | +7,977股+2.86% | 加仓 |
 英伟达NVDA |
| 2.78% | 2.61% | $1.39亿 | 66.7万股 | $1.17亿 | 57.7万股 | +8.9万股+15.50% | 加仓 |
| V先锋领航·MIDVO |
| 2.72% | 2.76% | $1.36亿 | 169.7万股 | $1.24亿 | 161.6万股 | +8.1万股+4.99% | 加仓 |
 苹果AAPL |
| 2.16% | 1.84% | $1.08亿 | 33.7万股 | $8,235.0万 | 30.1万股 | +3.5万股+11.72% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.85% | 1.92% | $9,281.5万 | 115.0万股 | $8,578.2万 | 110.6万股 | +4.4万股+3.96% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.61% | 1.74% | $8,063.0万 | 207.8万股 | $7,799.9万 | 206.7万股 | +1.1万股+0.55% | 加仓 |
| V先锋领航指数基金VUG |
| 1.56% | 1.68% | $7,812.0万 | 93.2万股 | $7,508.1万 | 90.4万股 | +2.8万股+3.10% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.49% | 1.65% | $7,477.6万 | 15.2万股 | $7,384.3万 | 15.9万股 | -6,327股-3.99% | 减仓 |
| EENERGY TRANSFER L PET |
| 1.4% | 1.46% | $7,003.9万 | 343.0万股 | $6,550.3万 | 343.5万股 | -4,938股-0.14% | 减仓 |
| IiShares安硕·COREIJH |
| 1.36% | 1.45% | $6,805.6万 | 90.2万股 | $6,496.0万 | 89.4万股 | +7,726股+0.86% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.26% | 1.25% | $6,335.4万 | 8.6万股 | $5,593.7万 | 7.9万股 | +7,175股+9.12% | 加仓 |
| V先锋领航指数基金VB |
| 1.13% | 1.16% | $5,661.1万 | 19.2万股 | $5,195.2万 | 18.3万股 | +9,315股+5.10% | 加仓 |
| S嘉信·USSCHX |
| 1.12% | 1.15% | $5,604.8万 | 192.7万股 | $5,145.4万 | 183.5万股 | +9.2万股+5.00% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.1% | 1.17% | $5,513.1万 | 68.5万股 | $5,247.1万 | 68.1万股 | +3,073股+0.45% | 加仓 |
 微软MSFT |
| 1.08% | 1.28% | $5,408.3万 | 14.2万股 | $5,734.7万 | 13.2万股 | +9,268股+7.00% | 加仓 |
| IiShares安硕信托IVV |
| 1.03% | 1.07% | $5,161.4万 | 7.0万股 | $4,798.5万 | 6.7万股 | +2,443股+3.64% | 加仓 |
| G通用动力VTI |
| 1.02% | 1% | $5,110.3万 | 14.0万股 | $4,492.9万 | 12.8万股 | +1.2万股+9.54% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 0.92% | 0.96% | $4,618.1万 | 111.9万股 | $4,279.0万 | 109.3万股 | +2.6万股+2.41% | 加仓 |
 AMD超威AMD |
| 0.87% | 0.52% | $4,338.2万 | 8.0万股 | $2,316.2万 | 7.6万股 | +4,057股+5.32% | 加仓 |
| NNORTHERN LIGHTS FD TRSFLR |
| 0.84% | 1.04% | $4,219.5万 | 110.3万股 | $4,674.6万 | 127.6万股 | -17.3万股-13.58% | 减仓 |
| IiShares安硕信托IWS |
| 0.83% | 0.89% | $4,142.1万 | 25.1万股 | $3,969.9万 | 25.5万股 | -3,976股-1.56% | 减仓 |
 亚马逊AMZN |
| 0.79% | 0.88% | $3,975.8万 | 17.0万股 | $3,940.7万 | 15.4万股 | +1.6万股+10.26% | 加仓 |
| S嘉信策略信托SCHM |
| 0.77% | 0.77% | $3,855.9万 | 109.6万股 | $3,433.9万 | 101.7万股 | +7.9万股+7.79% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.76% | 0.84% | $3,833.6万 | 87.0万股 | $3,779.1万 | 89.7万股 | -2.7万股-3.02% | 减仓 |
 摩根大通JPM |
| 0.67% | 0.65% | $3,373.8万 | 9.6万股 | $2,932.3万 | 9.4万股 | +2,743股+2.93% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.66% | 0.66% | $3,284.1万 | 35.8万股 | $2,974.1万 | 34.7万股 | +1.1万股+3.18% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.63% | 0.59% | $3,166.8万 | 110.9万股 | $2,663.7万 | 96.9万股 | +14.0万股+14.43% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.62% | 0.68% | $3,128.2万 | 4.5万股 | $3,026.8万 | 4.6万股 | -173股-0.38% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.62% | 0.67% | $3,102.2万 | 59.6万股 | $2,999.8万 | 57.0万股 | +2.7万股+4.69% | 加仓 |
| I景顺QQQ信托VOO |
| 0.61% | 0.61% | $3,053.3万 | 4.4万股 | $2,718.1万 | 4.1万股 | +2,636股+6.35% | 加仓 |
| S嘉信·USSCHA |
| 0.59% | 0.59% | $2,948.1万 | 86.1万股 | $2,648.4万 | 82.1万股 | +3.9万股+4.79% | 加仓 |
| G高盛ETF信托GBIL |
| 0.58% | 0.57% | $2,910.6万 | 29.1万股 | $2,557.2万 | 25.5万股 | +3.5万股+13.88% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.58% | 0.6% | $2,909.7万 | 22.9万股 | $2,686.2万 | 22.3万股 | +6,759股+3.04% | 加仓 |
| AAvantis·U SAVUV |
| 0.58% | 0.57% | $2,904.8万 | 23.3万股 | $2,572.2万 | 21.8万股 | +1.5万股+6.90% | 加仓 |
| MMPLXFFUT |
| 0.56% | 0.61% | $2,818.8万 | 49.0万股 | $2,710.7万 | 48.7万股 | +3,465股+0.71% | 加仓 |
 黑石集团BX |
| 0.56% | 0.65% | $2,810.3万 | 22.6万股 | $2,907.0万 | 22.4万股 | +1,641股+0.73% | 加仓 |
 谷歌AGOOGL |
| 0.55% | 0.64% | $2,776.4万 | 8.7万股 | $2,846.4万 | 8.4万股 | +3,511股+4.19% | 加仓 |
| V先锋领航指数基金VTV |
| 0.55% | 0.57% | $2,739.0万 | 12.5万股 | $2,547.2万 | 12.6万股 | -983股-0.78% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.55% | 0.58% | $2,737.4万 | 66.5万股 | $2,587.6万 | 63.4万股 | +3.1万股+4.94% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.6% | $2,670.4万 | 8.4万股 | $2,688.9万 | 8.0万股 | +4,268股+5.36% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 0.49% | 0.5% | $2,461.1万 | 66.1万股 | $2,248.3万 | 60.4万股 | +5.6万股+9.32% | 加仓 |
 Meta平台META |
| 0.47% | 0.5% | $2,347.7万 | 3.9万股 | $2,220.9万 | 3.3万股 | +5,820股+17.68% | 加仓 |
 ONEOKOKE |
| 0.47% | 0.49% | $2,340.7万 | 25.1万股 | $2,180.1万 | 25.3万股 | -2,253股-0.89% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.47% | 0.48% | $2,333.3万 | 59.5万股 | $2,128.1万 | 57.3万股 | +2.2万股+3.88% | 加仓 |
 美光科技MU |
| 0.46% | 0.28% | $2,325.3万 | 2.3万股 | $1,244.1万 | 2.6万股 | -2,038股-7.99% | 减仓 |
| IiShares安硕·COREIJR |
| 0.46% | 0.48% | $2,289.9万 | 15.8万股 | $2,130.9万 | 15.7万股 | +935股+0.60% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.46% | 0.52% | $2,285.7万 | 63.1万股 | $2,342.6万 | 64.3万股 | -1.2万股-1.84% | 减仓 |
 博通AVGO |
| 0.45% | 0.42% | $2,255.1万 | 5.7万股 | $1,879.1万 | 4.4万股 | +1.3万股+29.24% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.44% | 0.48% | $2,199.9万 | 23.4万股 | $2,132.4万 | 23.8万股 | -4,049股-1.70% | 减仓 |
 礼来LLY |
| 0.43% | 0.45% | $2,160.2万 | 1.8万股 | $2,024.9万 | 2.2万股 | -3,758股-17.10% | 减仓 |
