| V先锋领航指数基金VV |
| 50.24% | 50.86% | $9.33亿 | 271.2万股 | $7.64亿 | 255.6万股 | +15.6万股+6.11% | 加仓 |
| V先锋领航·FTSEVEA |
| 12.97% | 15.59% | $2.41亿 | 338.0万股 | $2.34亿 | 365.5万股 | -27.5万股-7.52% | 减仓 |
| V先锋领航·FSTEVWO |
| 7.52% | 7.68% | $1.40亿 | 233.8万股 | $1.15亿 | 213.3万股 | +20.5万股+9.59% | 加仓 |
| G通用动力VTI |
| 3.06% | 3.29% | $5,676.1万 | 15.3万股 | $4,945.8万 | 15.4万股 | -775股-0.50% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 2.93% | 1.88% | $5,443.3万 | 113.1万股 | $2,824.8万 | 60.4万股 | +52.7万股+87.17% | 加仓 |
| V先锋领航指数基金VB |
| 2.74% | 2.87% | $5,085.3万 | 16.8万股 | $4,310.6万 | 16.5万股 | +3,187股+1.94% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.88% | 0.81% | $1,624.7万 | 2.2万股 | $1,214.2万 | 1.9万股 | +3,086股+16.53% | 加仓 |
 苹果AAPL |
| 0.73% | 0.68% | $1,359.5万 | 4.7万股 | $1,022.7万 | 4.0万股 | +6,686股+16.59% | 加仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 0.69% | 1.09% | $1,287.5万 | 81.1万股 | $1,642.1万 | 94.8万股 | -13.7万股-14.49% | 减仓 |
| S嘉信策略信托SCHF |
| 0.67% | 1.07% | $1,247.6万 | 45.0万股 | $1,600.7万 | 64.7万股 | -19.6万股-30.36% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.53% | 0.66% | $984.6万 | 6.4万股 | $987.0万 | 6.8万股 | -3,887股-5.74% | 减仓 |
 英伟达NVDA |
| 0.53% | 0.35% | $982.8万 | 4.9万股 | $530.8万 | 3.0万股 | +1.9万股+61.38% | 加仓 |
| S嘉信·USSCHX |
| 0.48% | 0.52% | $894.4万 | 30.4万股 | $779.1万 | 30.4万股 | +52股+0.02% | 加仓 |
| IiShares安硕信托IVV |
| 0.43% | 0.41% | $805.5万 | 1.1万股 | $618.0万 | 9,462股 | +1,294股+13.68% | 加仓 |
| J骏利亨德森JAAA |
| 0.42% | — | $783.5万 | 15.5万股 | $0 | 0股 | +15.5万股 | 新买入 |
 亚马逊AMZN |
| 0.42% | 0.22% | $777.8万 | 3.3万股 | $323.4万 | 1.6万股 | +1.7万股+110.12% | 加仓 |
 谷歌AGOOGL |
| 0.4% | 0.27% | $747.0万 | 2.1万股 | $400.7万 | 1.4万股 | +6,966股+49.99% | 加仓 |
 万豪MAR |
| 0.39% | — | $718.4万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 微软MSFT |
| 0.37% | 0.35% | $679.2万 | 1.8万股 | $520.7万 | 1.4万股 | +4,143股+29.45% | 加仓 |
| S嘉信策略信托SCHE |
| 0.36% | 0.41% | $662.6万 | 18.3万股 | $615.0万 | 18.7万股 | -3,894股-2.09% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.35% | 0.37% | $657.5万 | 19.4万股 | $558.7万 | 19.2万股 | +2,497股+1.30% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.34% | 0.24% | $639.8万 | 1.8万股 | $365.4万 | 1.3万股 | +5,370股+42.16% | 加仓 |
| IiShares安硕EEMS |
| 0.33% | 0.39% | $615.6万 | 8.1万股 | $586.5万 | 8.5万股 | -3,666股-4.32% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.3% | 0.61% | $551.2万 | 5.5万股 | $916.2万 | 9.1万股 | -3.6万股-39.98% | 减仓 |
 HERBALIFEHLF |
| 0.29% | 0.41% | $545.2万 | 41.5万股 | $610.2万 | 41.5万股 | +30股+0.01% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.28% | 1.24% | $515.1万 | 5.3万股 | $1,856.0万 | 20.9万股 | -15.6万股-74.47% | 减仓 |
| I景顺QQQ信托VOO |
| 0.27% | 0.23% | $501.0万 | 6,803股 | $350.8万 | 6,077股 | +726股+11.95% | 加仓 |
 特斯拉TSLA |
| 0.22% | 0.17% | $409.0万 | 9,724股 | $258.7万 | 6,959股 | +2,765股+39.73% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.2% | 0.24% | $364.3万 | 15.1万股 | $359.8万 | 14.8万股 | +2,660股+1.79% | 加仓 |
 博通AVGO |
| 0.2% | 0.1% | $362.4万 | 9,594股 | $145.3万 | 4,693股 | +4,901股+104.43% | 加仓 |
| SSPDR道富指数基金EWX |
| 0.19% | 0.23% | $346.7万 | 4.7万股 | $350.1万 | 5.3万股 | -6,286股-11.87% | 减仓 |
| IiShares安硕·COREIJH |
| 0.18% | 0.01% | $341.8万 | 4.4万股 | $21.0万 | 3,108股 | +4.1万股+1,326.22% | 加仓 |
 雷蒙德詹姆斯RJF |
| 0.18% | — | $334.2万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 美光科技MU |
| 0.18% | 0.04% | $333.7万 | 2,891股 | $56.1万 | 1,660股 | +1,231股+74.16% | 加仓 |
 迈威尔MRVL |
| 0.17% | — | $323.4万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| PPAYCOM SOFTWAREPAYC |
| 0.17% | 0.2% | $319.0万 | 2.5万股 | $305.3万 | 2.5万股 | +260股+1.04% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.17% | 0.18% | $314.1万 | 9.0万股 | $275.2万 | 9.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.16% | 0.18% | $302.7万 | 1.2万股 | $263.3万 | 1.2万股 | +167股+1.36% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.16% | 0.17% | $300.7万 | 7,342股 | $261.4万 | 7,331股 | +11股+0.15% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.16% | 0.19% | $299.5万 | 4股 | $287.3万 | 4股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.16% | 0.09% | $294.1万 | 5,221股 | $140.6万 | 2,458股 | +2,763股+112.41% | 加仓 |
 摩根大通JPM |
| 0.15% | 0.11% | $276.7万 | 8,455股 | $169.4万 | 5,758股 | +2,697股+46.84% | 加仓 |
| S嘉信策略信托SCHR |
| 0.14% | 0.15% | $267.4万 | 10.8万股 | $232.6万 | 9.3万股 | +1.5万股+16.10% | 加仓 |
 埃克森美孚XOM |
| 0.13% | 0.14% | $247.5万 | 1.8万股 | $216.6万 | 1.3万股 | +5,336股+41.79% | 加仓 |
| SSPDR道富系列信托TFI |
| 0.13% | 0.15% | $244.3万 | 5.3万股 | $229.2万 | 5.1万股 | +2,784股+5.51% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.13% | — | $238.8万 | 5,535股 | $0 | 0股 | +5,535股 | 新买入 |
 贝莱德·INC COMBLK |
| 0.12% | — | $214.4万 | 2,230股 | $0 | 0股 | +2,230股 | 新买入 |
| V先锋领航·TOTALBNDX |
| 0.11% | 0.15% | $208.6万 | 4.3万股 | $226.2万 | 4.7万股 | -4,002股-8.50% | 减仓 |
| V先锋领航指数基金VOO |
| 0.11% | 0.1% | $207.0万 | 3,014股 | $152.9万 | 2,560股 | +454股+17.73% | 加仓 |
 AMD超威AMD |
| 0.11% | 0.04% | $198.7万 | 3,421股 | $52.9万 | 2,601股 | +820股+31.53% | 加仓 |
