| V先锋领航指数基金VOO |
| 12.85% | 13.75% | $1.30亿 | 18.9万股 | $1.11亿 | 18.5万股 | +3,531股+1.91% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 10.22% | 9.14% | $1.03亿 | 63.8万股 | $7,357.4万 | 65.6万股 | -1.8万股-2.78% | 减仓 |
| TTWO RDS SHARED TRLSAF |
| 6.08% | 6.75% | $6,130.5万 | 118.4万股 | $5,437.0万 | 118.5万股 | -752股-0.06% | 减仓 |
| SSPDR道富系列信托SPYG |
| 4.84% | 4.79% | $4,880.2万 | 41.0万股 | $3,855.3万 | 39.4万股 | +1.6万股+4.16% | 加仓 |
| I景顺QQQ信托VOO |
| 4.35% | 4.24% | $4,388.4万 | 6.0万股 | $3,415.7万 | 5.9万股 | +413股+0.70% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 4.32% | 5.1% | $4,354.1万 | 41.9万股 | $4,104.2万 | 42.3万股 | -3,401股-0.80% | 减仓 |
| TTWO RDS SHARED TRLSAT |
| 2.7% | 3.06% | $2,724.6万 | 61.0万股 | $2,463.2万 | 62.5万股 | -1.6万股-2.48% | 减仓 |
 苹果AAPL |
| 1.58% | 1.7% | $1,596.5万 | 5.5万股 | $1,370.3万 | 5.4万股 | +1,180股+2.19% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 1.53% | 1.83% | $1,545.6万 | 10.0万股 | $1,477.2万 | 10.1万股 | -1,148股-1.13% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 1.51% | 1.86% | $1,527.2万 | 31.7万股 | $1,500.4万 | 32.1万股 | -3,639股-1.13% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.46% | 1.56% | $1,470.6万 | 20.6万股 | $1,259.4万 | 19.7万股 | +9,866股+5.02% | 加仓 |
| TTWO RDS SHARED TRDYLD |
| 1.44% | 1.63% | $1,452.7万 | 64.8万股 | $1,313.9万 | 58.6万股 | +6.1万股+10.49% | 加仓 |
 谷歌AGOOGL |
| 1.39% | 1.37% | $1,405.8万 | 3.9万股 | $1,105.2万 | 3.8万股 | +904股+2.35% | 加仓 |
| S道富SPYM |
| 1.3% | 0.87% | $1,307.6万 | 14.9万股 | $702.7万 | 9.2万股 | +5.7万股+62.06% | 加仓 |
| SSPDR道富系列信托SPTL |
| 1.11% | 1.21% | $1,121.9万 | 42.8万股 | $976.9万 | 37.1万股 | +5.6万股+15.15% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.08% | 1.05% | $1,088.6万 | 3.6万股 | $843.7万 | 3.4万股 | +2,212股+6.50% | 加仓 |
 英伟达NVDA |
| 1.06% | 1.12% | $1,074.0万 | 5.4万股 | $901.8万 | 5.2万股 | +1,967股+3.80% | 加仓 |
| V先锋领航指数基金VOT |
| 1.04% | 1.01% | $1,048.8万 | 3.4万股 | $811.7万 | 3.2万股 | +2,701股+8.56% | 加仓 |
 微软MSFT |
| 1.03% | 1.23% | $1,035.7万 | 2.8万股 | $990.9万 | 2.7万股 | +996股+3.72% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.02% | 1.05% | $1,024.2万 | 4.2万股 | $845.5万 | 3.9万股 | +3,233股+8.31% | 加仓 |
 亚马逊AMZN |
| 0.79% | 0.84% | $799.5万 | 3.4万股 | $675.7万 | 3.2万股 | +1,100股+3.39% | 加仓 |
| S道富MDYV |
| 0.73% | 0.75% | $733.3万 | 7.7万股 | $603.7万 | 7.1万股 | +6,410股+9.04% | 加仓 |
| IiShares安硕信托IUSB |
| 0.71% | 0.54% | $713.9万 | 15.5万股 | $438.2万 | 9.5万股 | +6.0万股+63.05% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.61% | 0.64% | $611.2万 | 9.0万股 | $518.8万 | 8.9万股 | +690股+0.77% | 加仓 |
| IiShares安硕信托IVW |
| 0.59% | 0.59% | $593.6万 | 4.3万股 | $475.9万 | 4.2万股 | +1,082股+2.57% | 加仓 |
 博通AVGO |
| 0.5% | 0.5% | $501.1万 | 1.3万股 | $398.8万 | 1.3万股 | +380股+2.95% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.48% | 0.65% | $479.9万 | 2.1万股 | $526.6万 | 2.5万股 | -3,804股-15.25% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.45% | 0.51% | $457.2万 | 19.8万股 | $413.9万 | 17.8万股 | +1.9万股+10.89% | 加仓 |
 特斯拉TSLA |
| 0.41% | 0.43% | $414.5万 | 9,854股 | $349.4万 | 9,398股 | +456股+4.85% | 加仓 |
 Meta平台META |
| 0.41% | 0.5% | $409.3万 | 7,266股 | $399.2万 | 6,977股 | +289股+4.14% | 加仓 |
| IiShares安硕信托GVI |
| 0.37% | 0.41% | $377.4万 | 3.5万股 | $326.5万 | 3.1万股 | +4,311股+14.02% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.37% | 0.32% | $374.3万 | 4.9万股 | $260.4万 | 3.8万股 | +1.1万股+29.30% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.36% | 0.42% | $363.0万 | 7,254股 | $337.1万 | 7,035股 | +219股+3.11% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.35% | 0.4% | $351.2万 | 4,703股 | $320.0万 | 4,921股 | -218股-4.43% | 减仓 |
| B贝莱德ETF信托CORO |
| 0.34% | 0.36% | $345.6万 | 9.4万股 | $288.6万 | 9.0万股 | +4,678股+5.21% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.32% | 0.3% | $324.2万 | 6.1万股 | $244.3万 | 7.4万股 | -1.3万股-17.07% | 减仓 |
 iShares安硕·MBSACGL |
| 0.31% | 0.37% | $313.0万 | 3.3万股 | $294.4万 | 3.1万股 | +2,110股+6.81% | 加仓 |
 摩根大通JPM |
| 0.3% | 0.32% | $301.7万 | 9,218股 | $261.7万 | 8,897股 | +321股+3.61% | 加仓 |
 VisaV |
| 0.29% | 0.19% | $295.3万 | 8,606股 | $149.0万 | 4,931股 | +3,675股+74.53% | 加仓 |
 礼来LLY |
| 0.29% | 0.27% | $293.7万 | 2,449股 | $213.8万 | 2,325股 | +124股+5.33% | 加仓 |
| IiShares安硕信托IVV |
| 0.27% | 0.25% | $269.5万 | 3,598股 | $205.1万 | 3,139股 | +459股+14.62% | 加仓 |
 沃尔玛WMT |
| 0.23% | 0.34% | $235.9万 | 2.1万股 | $270.8万 | 2.2万股 | -966股-4.43% | 减仓 |
| IiShares安硕信托GJS |
| 0.23% | 0.25% | $235.4万 | 10.3万股 | $205.0万 | 8.9万股 | +1.4万股+15.49% | 加仓 |
 飞塔FTNT |
| 0.23% | — | $228.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 MATCH NEWMTCH |
| 0.23% | 0.11% | $227.5万 | 6.0万股 | $88.7万 | 2.9万股 | +3.1万股+107.09% | 加仓 |
 IRIDIUM COMMUNICATIONS IIRDM |
| 0.22% | — | $226.5万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
| TTOLL BROTHERSTOL |
| 0.22% | — | $226.5万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 达维塔DVA |
| 0.22% | — | $225.7万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 BOYD GAMINGBYD |
| 0.22% | — | $225.6万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| B贝莱德ETF信托BLCR |
| 0.22% | 0.2% | $224.1万 | 4.4万股 | $161.0万 | 3.9万股 | +5,281股+13.47% | 加仓 |
