| V先锋领航指数基金VOO |
| 9.43% | 8.39% | $9,512.1万 | 13.8万股 | $7,421.0万 | 12.4万股 | +1.4万股+11.52% | 加仓 |
 苹果AAPL |
| 4.76% | 4.64% | $4,797.2万 | 16.6万股 | $4,100.1万 | 16.2万股 | +4,234股+2.62% | 加仓 |
| IiShares安硕·COREIJH |
| 4.64% | 4.6% | $4,679.2万 | 60.7万股 | $4,069.2万 | 60.3万股 | +4,245股+0.70% | 加仓 |
| IiShares安硕·COREIJR |
| 4.16% | 3.89% | $4,194.2万 | 28.3万股 | $3,439.2万 | 27.7万股 | +6,134股+2.22% | 加仓 |
| IiShares安硕信托IEFA |
| 3.61% | 3.42% | $3,635.5万 | 37.6万股 | $3,021.5万 | 33.4万股 | +4.3万股+12.78% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 3.39% | 2.04% | $3,415.7万 | 58.7万股 | $1,804.1万 | 30.8万股 | +27.9万股+90.44% | 加仓 |
| IiShares安硕信托IVV |
| 3.27% | 3.29% | $3,300.4万 | 4.4万股 | $2,911.0万 | 4.5万股 | -495股-1.11% | 减仓 |
| IiShares安硕IEMG |
| 3.22% | 2.93% | $3,247.7万 | 39.2万股 | $2,592.5万 | 37.2万股 | +2.0万股+5.48% | 加仓 |
 英伟达NVDA |
| 2.27% | 2.21% | $2,285.7万 | 11.4万股 | $1,955.1万 | 11.2万股 | +2,130股+1.90% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.69% | 1.6% | $1,699.9万 | 2.3万股 | $1,414.6万 | 2.2万股 | +1,012股+4.65% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.66% | 1.61% | $1,677.2万 | 13.5万股 | $1,426.6万 | 3.3万股 | +10.2万股+303.71% | 加仓 |
 谷歌AGOOGL |
| 1.57% | 1.39% | $1,582.0万 | 4.4万股 | $1,231.2万 | 4.3万股 | +1,453股+3.39% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.46% | 1.63% | $1,469.2万 | 29.0万股 | $1,444.8万 | 29.0万股 | +872股+0.30% | 加仓 |
 亚马逊AMZN |
| 1.44% | 1.37% | $1,454.3万 | 6.1万股 | $1,208.7万 | 5.8万股 | +2,982股+5.14% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.39% | 1.52% | $1,403.1万 | 17.8万股 | $1,342.4万 | 16.9万股 | +8,187股+4.83% | 加仓 |
 微软MSFT |
| 1.38% | 1.46% | $1,387.7万 | 3.7万股 | $1,289.5万 | 3.5万股 | +2,369股+6.80% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.35% | 1.18% | $1,358.3万 | 22.8万股 | $1,046.7万 | 19.4万股 | +3.4万股+17.51% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.28% | 1.23% | $1,294.7万 | 18.2万股 | $1,089.5万 | 17.0万股 | +1.2万股+6.87% | 加仓 |
| V先锋领航指数基金VTV |
| 1.28% | 1.26% | $1,288.0万 | 5.9万股 | $1,112.0万 | 5.7万股 | +2,425股+4.28% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 1.25% | 1.38% | $1,264.9万 | 34.2万股 | $1,220.5万 | 33.1万股 | +1.0万股+3.13% | 加仓 |
| IiShares安硕信托GVI |
| 1.24% | 1.39% | $1,245.6万 | 11.7万股 | $1,229.1万 | 11.5万股 | +1,588股+1.38% | 加仓 |
| IiShares黄金信托IAU |
| 1.17% | 1.46% | $1,182.6万 | 15.7万股 | $1,291.3万 | 14.6万股 | +1.0万股+6.93% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 1.08% | 1.17% | $1,092.2万 | 21.9万股 | $1,038.2万 | 20.8万股 | +1.1万股+5.27% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.07% | 0.88% | $1,080.6万 | 3.1万股 | $774.4万 | 2.7万股 | +3,586股+13.28% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.07% | 1.11% | $1,078.0万 | 10.4万股 | $982.8万 | 10.1万股 | +2,590股+2.56% | 加仓 |
| IiShares安硕信托ITOT |
| 1.07% | 1.06% | $1,075.6万 | 6.5万股 | $933.8万 | 6.6万股 | -88股-0.13% | 减仓 |
 摩根大通JPM |
| 1% | 1.01% | $1,011.2万 | 3.1万股 | $893.8万 | 3.0万股 | +507股+1.67% | 加仓 |
| V先锋领航·MIDVO |
| 0.98% | 0.8% | $986.6万 | 12.2万股 | $703.8万 | 2.5万股 | +9.8万股+399.60% | 加仓 |
| SSPDR黄金信托GLD |
| 0.96% | 1.16% | $964.1万 | 2.6万股 | $1,029.7万 | 2.4万股 | +2,241股+9.36% | 加仓 |
 礼来LLY |
| 0.9% | 0.79% | $908.1万 | 7,571股 | $700.8万 | 7,619股 | -48股-0.63% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.89% | 0.85% | $893.9万 | 1.3万股 | $751.8万 | 1.2万股 | +519股+4.26% | 加仓 |
 美光科技MU |
| 0.88% | 0.29% | $882.2万 | 7,643股 | $252.7万 | 7,481股 | +162股+2.17% | 加仓 |
| IiShares安硕信托EEM |
| 0.82% | 0.72% | $831.5万 | 12.2万股 | $632.7万 | 11.1万股 | +1.0万股+9.09% | 加仓 |
| V先锋领航·TOTALBND |
| 0.81% | 0.88% | $818.7万 | 11.2万股 | $782.6万 | 10.6万股 | +5,243股+4.93% | 加仓 |
 埃克森美孚XOM |
| 0.8% | 1.17% | $807.2万 | 5.9万股 | $1,035.6万 | 6.1万股 | -1,993股-3.27% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.75% | 0.7% | $756.0万 | 7.8万股 | $621.9万 | 7.7万股 | +1,172股+1.52% | 加仓 |
| V先锋领航指数基金VB |
| 0.74% | 0.7% | $750.2万 | 2.5万股 | $619.8万 | 2.4万股 | +1,085股+4.58% | 加仓 |
 好市多COST |
| 0.69% | 0.78% | $692.8万 | 7,406股 | $688.0万 | 6,905股 | +501股+7.26% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.68% | 1.71% | $687.3万 | 12.9万股 | $1,514.0万 | 24.7万股 | -11.8万股-47.64% | 减仓 |
| IiShares安硕信托AGG |
| 0.63% | 0.71% | $638.5万 | 6.5万股 | $629.9万 | 6.3万股 | +1,055股+1.66% | 加仓 |
 Meta平台META |
| 0.62% | 0.71% | $625.9万 | 1.1万股 | $626.4万 | 1.1万股 | +163股+1.49% | 加仓 |
 博通AVGO |
| 0.57% | 0.53% | $578.7万 | 1.5万股 | $469.1万 | 1.5万股 | +165股+1.09% | 加仓 |
 VisaV |
| 0.55% | 0.56% | $554.9万 | 1.6万股 | $498.5万 | 1.6万股 | -319股-1.93% | 减仓 |
| V先锋领航全球基金VDE |
| 0.55% | 1.5% | $552.7万 | 3.7万股 | $1,328.8万 | 7.7万股 | -4.0万股-52.06% | 减仓 |
 应用材料AMAT |
| 0.48% | 0.33% | $481.9万 | 6,665股 | $296.1万 | 8,664股 | -1,999股-23.07% | 减仓 |
 特斯拉TSLA |
| 0.47% | 0.48% | $475.2万 | 1.1万股 | $425.5万 | 1.1万股 | -148股-1.29% | 减仓 |
| BBANK OF AMERBAC |
| 0.44% | 0.42% | $438.9万 | 7.7万股 | $373.1万 | 7.7万股 | +490股+0.64% | 加仓 |
 AVANTIS INTLNGG |
| 0.43% | 0.53% | $432.5万 | 4.8万股 | $466.9万 | 5.5万股 | -6,540股-11.88% | 减仓 |
 INDEPENDENCE RLTY TRIRT |
| 0.39% | 0.4% | $395.1万 | 23.7万股 | $352.5万 | 23.7万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.39% | 0.14% | $392.5万 | 6,757股 | $122.1万 | 6,004股 | +753股+12.54% | 加仓 |
