| V先锋领航·SPECIALIZED FUNDSVIG |
| 13.29% | 13.7% | $6,984.7万 | 29.5万股 | $6,499.2万 | 30.2万股 | -7,016股-2.32% | 减仓 |
| I景顺·S&PSPHQ |
| 11.97% | 11.4% | $6,294.1万 | 69.9万股 | $5,406.0万 | 71.9万股 | -2.0万股-2.84% | 减仓 |
 AIRBNB COM CL AABNB |
| 9.89% | 9.68% | $5,200.7万 | 36.3万股 | $4,589.4万 | 36.3万股 | 00.00% | 持仓不变 |
| DDIGITALOCEANDOCN |
| 7.64% | 5.57% | $4,016.3万 | 25.6万股 | $2,640.7万 | 30.8万股 | -5.2万股-16.92% | 减仓 |
| IiShares安硕信托IQLT |
| 5.05% | 5.91% | $2,655.5万 | 53.6万股 | $2,802.3万 | 60.6万股 | -7.0万股-11.59% | 减仓 |
| PPacer基金信托COWZ |
| 4.85% | 5.59% | $2,551.7万 | 41.0万股 | $2,652.2万 | 42.4万股 | -1.4万股-3.23% | 减仓 |
 微软MSFT |
| 4.01% | 4.43% | $2,108.6万 | 5.7万股 | $2,099.5万 | 5.7万股 | -190股-0.34% | 减仓 |
 OKTA CLASS AOKTA |
| 3.22% | 2.06% | $1,694.7万 | 12.4万股 | $977.6万 | 12.4万股 | 00.00% | 持仓不变 |
| GGMO US QUALITY ETFGMOV |
| 3.19% | 3% | $1,676.5万 | 40.3万股 | $1,421.7万 | 39.3万股 | +9,862股+2.51% | 加仓 |
 COINBASE GLOBALCOIN |
| 3.05% | 4.04% | $1,605.0万 | 11.0万股 | $1,917.0万 | 11.0万股 | 00.00% | 持仓不变 |
 PinterestPINS |
| 1.93% | 1.86% | $1,013.4万 | 48.2万股 | $883.8万 | 48.2万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 1.71% | 1.68% | $901.2万 | 1.2万股 | $798.6万 | 1.2万股 | -213股-1.73% | 减仓 |
| F富兰克林邓普顿ETF信托FLJP |
| 1.68% | 1.76% | $885.0万 | 22.3万股 | $832.5万 | 23.0万股 | -7,461股-3.24% | 减仓 |
| V先锋领航指数基金VTV |
| 1.57% | 1.51% | $824.9万 | 3.8万股 | $714.2万 | 3.6万股 | +1,449股+3.98% | 加仓 |
 赛富时CRM |
| 1.55% | 2.05% | $816.8万 | 5.2万股 | $973.3万 | 5.2万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金ESGV |
| 1.33% | 1.25% | $697.2万 | 5.3万股 | $590.6万 | 5.3万股 | +112股+0.21% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.27% | 1.34% | $667.6万 | 6.4万股 | $635.4万 | 6.5万股 | -1,149股-1.76% | 减仓 |
| LLYFT INC CLASS ALYFT |
| 0.79% | 0.8% | $414.5万 | 28.4万股 | $377.4万 | 28.4万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.73% | 0.73% | $383.2万 | 1.3万股 | $345.9万 | 1.4万股 | -388股-2.85% | 减仓 |
| PPOET TECHNOLOGIESPOET |
| 0.73% | 0.59% | $381.6万 | 37.1万股 | $280.2万 | 47.2万股 | -10.1万股-21.31% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.72% | 0.72% | $380.8万 | 3.5万股 | $340.9万 | 3.6万股 | -1,147股-3.18% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.61% | 0.55% | $322.9万 | 3.9万股 | $261.0万 | 3.6万股 | +2,835股+7.79% | 加仓 |
| AAvantis·U SAVUV |
| 0.61% | 0.58% | $319.4万 | 2.6万股 | $273.8万 | 2.5万股 | +816股+3.29% | 加仓 |
| SSAMSARA INC CLASS AIOT |
| 0.51% | 0.56% | $270.4万 | 8.3万股 | $264.3万 | 8.3万股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.5% | 0.56% | $261.8万 | 5.2万股 | $267.1万 | 5.4万股 | -1,773股-3.31% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.45% | 0.47% | $236.4万 | 1.2万股 | $221.2万 | 1.2万股 | -38股-0.32% | 减仓 |
| IiShares安硕EWJ |
| 0.44% | 0.47% | $231.7万 | 2.5万股 | $221.7万 | 2.6万股 | -1,410股-5.37% | 减仓 |
 德州仪器TXN |
| 0.43% | 0.31% | $224.4万 | 7,528股 | $145.9万 | 7,515股 | +13股+0.17% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.38% | 0.38% | $200.9万 | 8,269股 | $179.3万 | 8,254股 | +15股+0.18% | 加仓 |
| IiShares安硕信托IEI |
| 0.33% | 0.38% | $175.0万 | 1.5万股 | $178.9万 | 1.5万股 | -184股-1.22% | 减仓 |
| PProShares信托NOBL |
| 0.33% | 0.47% | $174.4万 | 3.1万股 | $220.6万 | 2.1万股 | +1.0万股+49.30% | 加仓 |
| V先锋领航市政债券基金VTEI |
| 0.31% | 0.37% | $165.3万 | 1.6万股 | $173.5万 | 1.7万股 | -991股-5.71% | 减仓 |
| IiShares安硕信托IEFA |
| 0.31% | 0.33% | $164.3万 | 1.7万股 | $154.5万 | 1.7万股 | -52股-0.30% | 减仓 |
 艾伯维ABBV |
| 0.31% | 0.29% | $160.6万 | 6,382股 | $139.7万 | 6,425股 | -43股-0.67% | 减仓 |
 礼来LLY |
| 0.28% | 0.27% | $145.6万 | 1,214股 | $129.7万 | 1,409股 | -195股-13.84% | 减仓 |
 沃尔玛WMT |
| 0.26% | 0.32% | $136.8万 | 1.2万股 | $150.1万 | 1.2万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VSS |
| 0.25% | 0.27% | $133.6万 | 8,658股 | $126.2万 | 8,658股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.25% | 0.26% | $132.5万 | 4,712股 | $122.7万 | 5,062股 | -350股-6.91% | 减仓 |
| EENERGY TRANSFER L PET |
| 0.25% | 0.28% | $131.4万 | 6.9万股 | $132.6万 | 6.9万股 | 00.00% | 持仓不变 |
| IINFLEQTIONINFQ |
| 0.24% | — | $125.3万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
 宝洁PG |
| 0.23% | 0.26% | $122.9万 | 8,380股 | $125.1万 | 8,659股 | -279股-3.22% | 减仓 |
 BROOKFIELD RENEWABLEBEPC |
| 0.23% | 0.27% | $120.0万 | 3.2万股 | $128.8万 | 3.2万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.22% | 0.24% | $115.1万 | 1.6万股 | $112.0万 | 1.7万股 | -1,321股-7.56% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.2% | 0.22% | $106.3万 | 1,511股 | $104.8万 | 1,700股 | -189股-11.12% | 减仓 |
 甲骨文ORCL |
| 0.2% | 0.23% | $105.4万 | 7,190股 | $110.0万 | 7,480股 | -290股-3.88% | 减仓 |
 思科CSCO |
| 0.2% | 0.15% | $102.5万 | 8,727股 | $69.8万 | 8,995股 | -268股-2.98% | 减仓 |
 ROBLOX CL ARBLX |
| 0.19% | 0.22% | $101.1万 | 1.9万股 | $105.1万 | 1.9万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.19% | 0.18% | $97.6万 | 2,982股 | $87.3万 | 2,968股 | +14股+0.47% | 加仓 |
 AMGEN COMAMGN |
| 0.18% | 0.19% | $94.9万 | 2,620股 | $92.2万 | 2,620股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.18% | 0.18% | $94.6万 | 3,901股 | $85.6万 | 4,008股 | -107股-2.67% | 减仓 |
