| SSPDR道富系列信托SDY |
| 12.75% | 13.77% | $4.40亿 | 289.4万股 | $4.15亿 | 284.7万股 | +4.7万股+1.66% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 9.39% | 9.62% | $3.25亿 | 137.2万股 | $2.90亿 | 134.9万股 | +2.3万股+1.67% | 加仓 |
| G通用动力VTI |
| 5.73% | 5.58% | $1.98亿 | 53.5万股 | $1.68亿 | 52.5万股 | +9,866股+1.88% | 加仓 |
 谷歌AGOOGL |
| 5.34% | 4.91% | $1.84亿 | 51.6万股 | $1.48亿 | 51.5万股 | +489股+0.09% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.98% | 4.63% | $1.72亿 | 48.7万股 | $1.40亿 | 48.7万股 | -593股-0.12% | 减仓 |
| V先锋领航白厅基金VYM |
| 4.82% | 5.11% | $1.66亿 | 105.3万股 | $1.54亿 | 104.0万股 | +1.3万股+1.27% | 加仓 |
| V先锋领航·MIDVO |
| 4.51% | 4.53% | $1.56亿 | 193.4万股 | $1.36亿 | 47.5万股 | +145.8万股+306.85% | 加仓 |
 苹果AAPL |
| 3.84% | 3.83% | $1.33亿 | 45.9万股 | $1.16亿 | 45.6万股 | +2,989股+0.66% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.93% | 2.9% | $1.01亿 | 13.6万股 | $8,746.5万 | 13.4万股 | +1,126股+0.84% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 2.17% | 2.02% | $7,507.4万 | 90.9万股 | $6,100.0万 | 15.0万股 | +75.9万股+507.30% | 加仓 |
| V先锋领航指数基金VB |
| 1.93% | 1.84% | $6,650.5万 | 21.9万股 | $5,548.7万 | 21.2万股 | +7,554股+3.57% | 加仓 |
| IiShares安硕信托IJK |
| 1.7% | 1.65% | $5,888.0万 | 50.1万股 | $4,991.0万 | 49.6万股 | +5,085股+1.03% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 1.67% | 1.68% | $5,759.3万 | 82.4万股 | $5,080.2万 | 81.3万股 | +1.0万股+1.28% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.57% | 1.49% | $5,418.6万 | 63.4万股 | $4,494.5万 | 58.3万股 | +5.1万股+8.74% | 加仓 |
 亚马逊AMZN |
| 1.32% | 1.28% | $4,544.4万 | 19.1万股 | $3,846.8万 | 18.5万股 | +5,967股+3.23% | 加仓 |
| V先锋领航指数基金VUG |
| 1.3% | 1.19% | $4,505.9万 | 52.3万股 | $3,600.3万 | 8.2万股 | +44.1万股+534.61% | 加仓 |
 微软MSFT |
| 1.29% | 1.46% | $4,456.4万 | 11.9万股 | $4,402.3万 | 11.9万股 | +543股+0.46% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.07% | 0.86% | $3,706.1万 | 19.5万股 | $2,579.5万 | 19.4万股 | +433股+0.22% | 加仓 |
 英伟达NVDA |
| 0.96% | 0.95% | $3,322.7万 | 16.6万股 | $2,864.7万 | 16.4万股 | +1,804股+1.10% | 加仓 |
 Meta平台META |
| 0.89% | 1.04% | $3,068.6万 | 5.4万股 | $3,125.7万 | 5.5万股 | -156股-0.29% | 减仓 |
| IiShares安硕信托ITOT |
| 0.85% | 0.83% | $2,928.1万 | 17.9万股 | $2,502.6万 | 17.7万股 | +1,945股+1.10% | 加仓 |
| V先锋领航指数基金VOO |
| 0.83% | 0.83% | $2,862.9万 | 4.2万股 | $2,494.8万 | 4.2万股 | -67股-0.16% | 减仓 |
| I景顺QQQ信托VOO |
| 0.8% | 0.71% | $2,776.1万 | 3.8万股 | $2,153.1万 | 3.7万股 | +395股+1.06% | 加仓 |
| V先锋领航市政债券基金VTEI |
| 0.7% | 0.77% | $2,426.6万 | 24.0万股 | $2,314.1万 | 23.2万股 | +8,781股+3.79% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.66% | 0.59% | $2,288.6万 | 23.3万股 | $1,782.7万 | 18.9万股 | +4.4万股+23.20% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.61% | 0.62% | $2,109.6万 | 25.2万股 | $1,867.9万 | 24.9万股 | +3,168股+1.27% | 加仓 |
 摩根大通JPM |
| 0.58% | 0.57% | $2,020.1万 | 6.2万股 | $1,724.2万 | 5.9万股 | +3,099股+5.29% | 加仓 |
 强生JNJ |
| 0.58% | 0.64% | $2,016.4万 | 7.9万股 | $1,939.8万 | 7.9万股 | +38股+0.05% | 加仓 |
 EATON VANCE TAX ADVT DIV INCM COMEVT |
| 0.58% | 0.6% | $2,013.2万 | 72.7万股 | $1,796.9万 | 73.2万股 | -4,642股-0.63% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.53% | 0.51% | $1,833.9万 | 14.3万股 | $1,538.9万 | 14.0万股 | +3,195股+2.28% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.5% | 0.54% | $1,735.8万 | 3.5万股 | $1,637.1万 | 3.4万股 | +525股+1.54% | 加仓 |
| IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU |
| 0.49% | 0.07% | $1,679.0万 | 33.7万股 | $199.4万 | 4.2万股 | +29.6万股+711.18% | 加仓 |
| V先锋领航指数基金VTV |
| 0.43% | 0.36% | $1,493.4万 | 6.9万股 | $1,077.8万 | 5.5万股 | +1.4万股+24.74% | 加仓 |
 礼来LLY |
| 0.41% | 0.36% | $1,403.1万 | 1.2万股 | $1,076.8万 | 1.2万股 | -9股-0.08% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.38% | 0.4% | $1,310.2万 | 24.4万股 | $1,203.2万 | 24.4万股 | +676股+0.28% | 加仓 |
| FFTAI AVIATIONFTAI |
| 0.36% | 0.36% | $1,226.7万 | 4.5万股 | $1,098.1万 | 4.5万股 | +523股+1.17% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.35% | 0.35% | $1,198.9万 | 4.9万股 | $1,069.6万 | 4.9万股 | +109股+0.22% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.35% | 0.34% | $1,194.2万 | 4.9万股 | $1,021.6万 | 4.9万股 | -592股-1.21% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.34% | 0.33% | $1,168.5万 | 7.4万股 | $987.3万 | 7.1万股 | +3,073股+4.31% | 加仓 |
| IiShares安硕信托IVV |
| 0.33% | 0.33% | $1,127.6万 | 1.5万股 | $982.4万 | 1.5万股 | +17股+0.11% | 加仓 |
| SSPDR黄金信托GLD |
| 0.32% | 0.41% | $1,122.6万 | 3.0万股 | $1,231.3万 | 2.9万股 | +1,857股+6.49% | 加仓 |
 宝洁PG |
| 0.31% | 0.34% | $1,055.9万 | 7.2万股 | $1,035.9万 | 7.2万股 | +288股+0.40% | 加仓 |
 高盛GS |
| 0.29% | 0.28% | $998.5万 | 9,873股 | $837.5万 | 9,899股 | -26股-0.26% | 减仓 |
 埃克森美孚XOM |
| 0.29% | 0.4% | $986.6万 | 7.2万股 | $1,215.3万 | 7.2万股 | +532股+0.74% | 加仓 |
| IiShares安硕信托GVI |
| 0.28% | 0.26% | $983.2万 | 9.2万股 | $777.8万 | 7.3万股 | +1.9万股+26.44% | 加仓 |
 摩根士丹利MS |
| 0.28% | 0.26% | $974.9万 | 4.7万股 | $783.7万 | 4.8万股 | -982股-2.06% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.28% | 0.3% | $958.9万 | 12.5万股 | $918.3万 | 11.9万股 | +6,049股+5.08% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.27% | 0.29% | $937.8万 | 7.9万股 | $883.0万 | 7.9万股 | +18股+0.02% | 加仓 |
| V先锋领航全球基金VGT |
| 0.27% | 0.23% | $936.9万 | 7.8万股 | $697.3万 | 9,994股 | +6.8万股+684.37% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.25% | 0.24% | $857.5万 | 9.8万股 | $720.5万 | 2.0万股 | +7.8万股+397.46% | 加仓 |
