| V先锋领航指数基金VUG |
| 5.78% | 5.58% | $5.38亿 | 624.7万股 | $4.54亿 | 104.0万股 | +520.7万股+500.71% | 加仓 |
| V先锋领航指数基金VTV |
| 5.21% | 5.24% | $4.86亿 | 222.9万股 | $4.27亿 | 217.7万股 | +5.2万股+2.39% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 3.38% | 3.41% | $3.15亿 | 253.4万股 | $2.78亿 | 65.2万股 | +188.2万股+288.74% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.01% | 1.12% | $2.80亿 | 37.5万股 | $9,096.4万 | 37.1万股 | +3,642股+0.98% | 加仓 |
 苹果AAPL |
| 2.82% | 2.87% | $2.63亿 | 91.0万股 | $2.34亿 | 92.1万股 | -1.1万股-1.20% | 减仓 |
| IiShares安硕信托IEFA |
| 2.39% | 2.45% | $2.23亿 | 230.9万股 | $1.99亿 | 220.1万股 | +10.9万股+4.94% | 加仓 |
| V先锋领航指数基金VOO |
| 2.14% | 2.05% | $2.00亿 | 29.1万股 | $1.67亿 | 28.0万股 | +1.1万股+3.97% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.13% | 2.19% | $1.98亿 | 81.5万股 | $1.79亿 | 82.2万股 | -6,672股-0.81% | 减仓 |
| V先锋领航指数基金VBK |
| 2.1% | 1.97% | $1.96亿 | 53.5万股 | $1.61亿 | 53.2万股 | +3,717股+0.70% | 加仓 |
| V先锋领航·TOTALBND |
| 2.1% | 2.21% | $1.95亿 | 266.2万股 | $1.80亿 | 243.9万股 | +22.3万股+9.13% | 加仓 |
 英伟达NVDA |
| 2.01% | 1.96% | $1.87亿 | 93.5万股 | $1.59亿 | 91.4万股 | +2.1万股+2.35% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.96% | 2.15% | $1.83亿 | 306.0万股 | $1.75亿 | 324.4万股 | -18.4万股-5.67% | 减仓 |
 微软MSFT |
| 1.22% | 1.41% | $1.14亿 | 30.6万股 | $1.15亿 | 31.0万股 | -4,115股-1.33% | 减仓 |
| BBANK OF AMERBAC |
| 1.13% | 1.18% | $1.05亿 | 185.0万股 | $9,576.4万 | 196.4万股 | -11.5万股-5.84% | 减仓 |
| IiShares安硕IEMG |
| 1.06% | 0.98% | $9,906.2万 | 119.6万股 | $7,992.9万 | 114.6万股 | +5.0万股+4.35% | 加仓 |
| IiShares安硕信托IVV |
| 1.06% | 1.12% | $9,892.7万 | 13.2万股 | $9,129.7万 | 14.0万股 | -7,664股-5.48% | 减仓 |
| IiShares安硕信托IWD |
| 1.05% | 1.06% | $9,811.9万 | 40.5万股 | $8,606.9万 | 40.3万股 | +1,921股+0.48% | 加仓 |
| S嘉信·USSCHX |
| 1.04% | 1.05% | $9,720.7万 | 330.3万股 | $8,560.8万 | 333.9万股 | -3.6万股-1.07% | 减仓 |
| S嘉信策略信托SCHF |
| 1.03% | 1.07% | $9,624.6万 | 347.5万股 | $8,753.0万 | 353.6万股 | -6.2万股-1.75% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.02% | 1.05% | $9,507.1万 | 133.4万股 | $8,542.1万 | 133.3万股 | +1,119股+0.08% | 加仓 |
 亚马逊AMZN |
| 0.95% | 0.95% | $8,858.2万 | 37.2万股 | $7,697.9万 | 37.0万股 | +2,039股+0.55% | 加仓 |
 谷歌AGOOGL |
| 0.93% | 0.85% | $8,683.2万 | 24.3万股 | $6,962.3万 | 24.2万股 | +861股+0.36% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.86% | 0.95% | $7,981.3万 | 147.7万股 | $7,773.1万 | 147.3万股 | +4,729股+0.32% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.86% | 0.85% | $7,981.1万 | 37.5万股 | $6,933.2万 | 36.1万股 | +1.4万股+3.83% | 加仓 |
| G通用动力VTI |
| 0.84% | 0.83% | $7,787.8万 | 21.0万股 | $6,733.3万 | 21.0万股 | +555股+0.26% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.82% | 0.81% | $7,667.9万 | 93.6万股 | $6,619.8万 | 93.4万股 | +2,253股+0.24% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.82% | 0.75% | $7,620.5万 | 21.6万股 | $6,116.7万 | 21.3万股 | +2,541股+1.19% | 加仓 |
| DDimensional维度·USDFUV |
| 0.76% | 0.76% | $7,057.8万 | 128.3万股 | $6,198.6万 | 127.9万股 | +3,898股+0.30% | 加仓 |
| V先锋领航指数基金VB |
| 0.66% | 0.66% | $6,196.5万 | 20.4万股 | $5,362.5万 | 20.5万股 | -313股-0.15% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.64% | 0.71% | $5,990.8万 | 80股 | $5,745.1万 | 80股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.61% | 0.62% | $5,712.7万 | 14.0万股 | $5,053.2万 | 14.2万股 | -2,221股-1.57% | 减仓 |
 博通AVGO |
| 0.6% | 0.58% | $5,635.1万 | 14.9万股 | $4,683.6万 | 15.1万股 | -2,148股-1.42% | 减仓 |
| IiShares安硕信托IVW |
| 0.59% | 0.57% | $5,539.7万 | 40.3万股 | $4,639.9万 | 41.0万股 | -7,407股-1.81% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.58% | 0.57% | $5,382.5万 | 24.3万股 | $4,624.7万 | 24.4万股 | -600股-0.25% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.57% | 0.64% | $5,318.6万 | 10.6万股 | $5,175.3万 | 10.8万股 | -1,709股-1.58% | 减仓 |
 摩根大通JPM |
| 0.56% | 0.6% | $5,209.3万 | 15.9万股 | $4,880.3万 | 16.6万股 | -6,763股-4.08% | 减仓 |
| S嘉信策略信托SCHD |
| 0.55% | 0.63% | $5,117.9万 | 161.3万股 | $5,097.1万 | 166.1万股 | -4.7万股-2.85% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.53% | 0.61% | $4,976.4万 | 47.9万股 | $4,965.7万 | 51.1万股 | -3.2万股-6.30% | 减仓 |
| IiShares安硕信托GVI |
| 0.52% | 0.57% | $4,848.2万 | 45.0万股 | $4,651.6万 | 43.8万股 | +1.2万股+2.80% | 加仓 |
 Meta平台META |
| 0.48% | 0.58% | $4,497.1万 | 8.0万股 | $4,729.9万 | 8.3万股 | -2,729股-3.30% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.48% | 0.44% | $4,493.3万 | 11.4万股 | $3,553.0万 | 11.3万股 | +824股+0.73% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.45% | 0.44% | $4,239.4万 | 125.3万股 | $3,605.8万 | 123.8万股 | +1.5万股+1.20% | 加仓 |
| I景顺QQQ信托VOO |
| 0.45% | 0.41% | $4,173.5万 | 5.7万股 | $3,316.5万 | 5.7万股 | -758股-1.32% | 减仓 |
 特斯拉TSLA |
| 0.42% | 0.41% | $3,944.1万 | 9.4万股 | $3,315.1万 | 8.9万股 | +4,600股+5.16% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.42% | 0.39% | $3,929.8万 | 17.3万股 | $3,140.5万 | 16.9万股 | +4,196股+2.48% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.42% | 0.47% | $3,915.9万 | 81.4万股 | $3,822.2万 | 81.8万股 | -3,965股-0.48% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.4% | 0.04% | $3,762.2万 | 5.4万股 | $356.5万 | 5.4万股 | -538股-1.00% | 减仓 |
 美光科技MU |
| 0.39% | 0.13% | $3,673.6万 | 3.2万股 | $1,080.9万 | 3.2万股 | -155股-0.48% | 减仓 |
 礼来LLY |
| 0.38% | 0.33% | $3,574.1万 | 3.0万股 | $2,704.6万 | 2.9万股 | +391股+1.33% | 加仓 |
 强生JNJ |
| 0.38% | 0.43% | $3,570.1万 | 14.1万股 | $3,486.9万 | 14.3万股 | -2,078股-1.46% | 减仓 |
