| V先锋领航·TOTALBND |
| 11.24% | 11.2% | $9,164.8万 | 124.8万股 | $8,174.2万 | 110.4万股 | +14.5万股+13.13% | 加仓 |
| V先锋领航·FTSEVEA |
| 8.08% | 8.11% | $6,589.0万 | 92.5万股 | $5,917.1万 | 94.7万股 | -2.2万股-2.37% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 5.62% | 5.8% | $4,581.2万 | 135.4万股 | $4,234.5万 | 129.8万股 | +5.6万股+4.29% | 加仓 |
| V先锋领航指数基金VTV |
| 5.16% | 4.98% | $4,206.9万 | 19.3万股 | $3,632.7万 | 19.0万股 | +2,836股+1.49% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 4.68% | 4.22% | $3,820.4万 | 109.7万股 | $3,076.5万 | 103.9万股 | +5.8万股+5.63% | 加仓 |
| V先锋领航指数基金VUG |
| 4.31% | 4.47% | $3,516.2万 | 40.8万股 | $3,259.5万 | 6.7万股 | +34.1万股+510.95% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.99% | 3.98% | $3,257.3万 | 54.6万股 | $2,903.8万 | 54.0万股 | +5,554股+1.03% | 加仓 |
| IiShares安硕信托IDEV |
| 2.84% | 2.7% | $2,313.3万 | 26.0万股 | $1,969.6万 | 23.9万股 | +2.1万股+8.83% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.77% | 2.48% | $2,262.0万 | 46.7万股 | $1,806.3万 | 37.4万股 | +9.3万股+24.95% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 2.72% | 2.62% | $2,219.5万 | 17.6万股 | $1,913.5万 | 15.6万股 | +2.0万股+12.68% | 加仓 |
| IiShares安硕信托EMB |
| 2.18% | 2.06% | $1,780.1万 | 18.5万股 | $1,501.3万 | 15.6万股 | +2.9万股+18.37% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 2.06% | 1.98% | $1,680.8万 | 12.3万股 | $1,444.8万 | 12.7万股 | -4,074股-3.21% | 减仓 |
 苹果AAPL |
| 1.98% | 2.55% | $1,617.2万 | 5.6万股 | $1,860.4万 | 6.8万股 | -1.3万股-18.33% | 减仓 |
| IiShares安硕信托HYG |
| 1.86% | 1.88% | $1,515.1万 | 18.9万股 | $1,369.2万 | 17.0万股 | +2.0万股+11.57% | 加仓 |
| IiShares安硕信托IVW |
| 1.63% | 1.75% | $1,330.6万 | 9.7万股 | $1,279.7万 | 10.4万股 | -7,074股-6.81% | 减仓 |
| IiShares安硕IEMG |
| 1.61% | 1.38% | $1,315.8万 | 15.9万股 | $1,010.1万 | 15.0万股 | +8,578股+5.71% | 加仓 |
 英伟达NVDA |
| 1.58% | 1.86% | $1,289.2万 | 6.4万股 | $1,354.8万 | 7.3万股 | -8,210股-11.30% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.35% | 1.43% | $1,103.6万 | 4.9万股 | $1,042.0万 | 4.9万股 | -532股-1.08% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 1.32% | 1.17% | $1,073.1万 | 6.0万股 | $854.9万 | 6.1万股 | -477股-0.79% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.16% | 1.26% | $946.8万 | 9.1万股 | $920.5万 | 9.6万股 | -4,706股-4.91% | 减仓 |
 飞塔FTNT |
| 1.11% | 0.62% | $901.6万 | 5.9万股 | $452.9万 | 5.7万股 | +1,653股+2.90% | 加仓 |
 PALO ALTOPANW |
| 1.08% | 0.69% | $880.9万 | 2.6万股 | $507.0万 | 2.8万股 | -1,692股-6.15% | 减仓 |
| V先锋领航指数基金VBK |
| 1.02% | 0.88% | $829.9万 | 2.3万股 | $643.7万 | 2.1万股 | +1,388股+6.51% | 加仓 |
| V先锋领航指数基金VNQ |
| 1% | 0.9% | $817.3万 | 8.5万股 | $655.2万 | 7.4万股 | +1.1万股+14.46% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.97% | 1.03% | $792.0万 | 5.5万股 | $755.0万 | 5.6万股 | -282股-0.51% | 减仓 |
 ExpediaEXPE |
| 0.84% | — | $688.3万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 NetAppNTAP |
| 0.83% | 0.63% | $678.4万 | 4.4万股 | $458.2万 | 4.3万股 | +1,051股+2.46% | 加仓 |
 ALTRIAMO |
| 0.79% | 0.72% | $644.3万 | 9.0万股 | $524.3万 | 9.1万股 | -1,387股-1.53% | 减仓 |
 卡地纳健康CAH |
| 0.69% | 0.97% | $566.6万 | 2.4万股 | $707.2万 | 3.4万股 | -1.1万股-30.69% | 减仓 |
 欧特克ADSK |
| 0.63% | — | $515.0万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| IiShares安硕信托EEM |
| 0.62% | 0.56% | $503.7万 | 7.4万股 | $411.0万 | 7.5万股 | -1,493股-1.99% | 减仓 |
 ADOBE COMADBE |
| 0.6% | 0.35% | $487.8万 | 2.4万股 | $257.9万 | 7,368股 | +1.6万股+222.90% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.59% | 0.53% | $482.6万 | 2.0万股 | $387.3万 | 1.8万股 | +1,572股+8.60% | 加仓 |
 MCKESSON COMMCK |
| 0.57% | 0.86% | $464.8万 | 6,151股 | $628.6万 | 7,663股 | -1,512股-19.73% | 减仓 |
| AAPPLOVINAPP |
| 0.51% | — | $414.0万 | 8,035股 | $0 | 0股 | +8,035股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.48% | 0.48% | $391.5万 | 5,243股 | $347.8万 | 5,101股 | +142股+2.78% | 加仓 |
 OTIS WORLDWIDEOTIS |
| 0.48% | 0.6% | $390.6万 | 5.5万股 | $440.2万 | 5.0万股 | +4,155股+8.25% | 加仓 |
 GoDaddyGDDY |
| 0.45% | 0.68% | $364.5万 | 4.3万股 | $497.2万 | 4.0万股 | +2,869股+7.16% | 加仓 |
 FICOFICO |
| 0.45% | 0.53% | $363.8万 | 3,045股 | $386.1万 | 2,284股 | +761股+33.32% | 加仓 |
 恩智浦NXPI |
| 0.44% | 0.4% | $358.3万 | 1.3万股 | $291.0万 | 1.3万股 | -655股-4.89% | 减仓 |
 Arista网络ANET |
| 0.43% | 0.04% | $351.9万 | 2.1万股 | $30.5万 | 2,331股 | +1.8万股+788.67% | 加仓 |
 EOG资源EOG |
| 0.43% | — | $351.4万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.43% | 0.47% | $346.8万 | 3.6万股 | $345.1万 | 4.5万股 | -8,928股-19.84% | 减仓 |
 达美乐披萨DPZ |
| 0.41% | 0.59% | $337.7万 | 1.1万股 | $428.8万 | 1.0万股 | +1,120股+10.89% | 加仓 |
| AAPA公司APA |
| 0.41% | — | $331.0万 | 10.2万股 | $0 | 0股 | +10.2万股 | 新买入 |
 MATCH NEWMTCH |
| 0.4% | 0.35% | $327.1万 | 8.6万股 | $254.8万 | 7.9万股 | +7,064股+8.95% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.39% | 0.39% | $314.1万 | 8,891股 | $282.6万 | 9,007股 | -116股-1.29% | 减仓 |
 福泰制药VRTX |
| 0.37% | — | $304.2万 | 6,125股 | $0 | 0股 | +6,125股 | 新买入 |
 希尔顿HLT |
| 0.37% | — | $300.2万 | 9,085股 | $0 | 0股 | +9,085股 | 新买入 |
| R拉夫劳伦RL |
| 0.36% | — | $294.1万 | 7,327股 | $0 | 0股 | +7,327股 | 新买入 |
