| G通用动力VTI |
| 40.27% | 38.66% | $9,740.4万 | 26.3万股 | $8,554.8万 | 26.7万股 | -3,437股-1.29% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 8.36% | 8.76% | $2,021.9万 | 27股 | $1,939.0万 | 27股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 8.24% | 9.2% | $1,992.9万 | 20.1万股 | $2,034.6万 | 20.5万股 | -3,614股-1.76% | 减仓 |
| V先锋领航·FTSEVEA |
| 6.58% | 6.98% | $1,591.0万 | 22.3万股 | $1,543.4万 | 24.1万股 | -1.8万股-7.29% | 减仓 |
| V先锋领航STAR基金VXUS |
| 5.03% | 4.93% | $1,215.7万 | 14.2万股 | $1,090.5万 | 14.1万股 | +791股+0.56% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.46% | 2.71% | $595.5万 | 7.6万股 | $598.7万 | 7.6万股 | +76股+0.10% | 加仓 |
| V先锋领航债券指数基金BIV |
| 2.45% | 2.7% | $593.6万 | 7.7万股 | $597.3万 | 7.7万股 | +3股+0.00% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2% | 1.92% | $483.3万 | 6,472股 | $425.1万 | 6,537股 | -65股-0.99% | 减仓 |
 FIRST BUSEYBUSE |
| 1.91% | 1.79% | $462.7万 | 15.7万股 | $396.4万 | 15.7万股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 1.59% | 1.71% | $383.4万 | 5.2万股 | $379.0万 | 5.1万股 | +750股+1.46% | 加仓 |
| IiShares安硕信托IUSB |
| 1.44% | 1.57% | $349.1万 | 7.6万股 | $346.5万 | 7.5万股 | +631股+0.84% | 加仓 |
 iShares安硕·MBSACGL |
| 1.34% | 1.47% | $324.3万 | 3.4万股 | $325.7万 | 3.4万股 | +6股+0.02% | 加仓 |
| PPALMER SQUARE CAPITAL BDCPSBD |
| 1.29% | 1.32% | $311.5万 | 29.9万股 | $292.1万 | 29.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 1.1% | — | $265.5万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
| S道富SPYV |
| 1.08% | 1.1% | $262.2万 | 4.3万股 | $244.0万 | 4.3万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.02% | 0.98% | $246.5万 | 1.2万股 | $217.0万 | 1.2万股 | -120股-0.96% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.99% | 1.1% | $240.6万 | 4.8万股 | $242.5万 | 4.9万股 | -1,031股-2.12% | 减仓 |
| V先锋领航指数基金VOO |
| 0.84% | 0.81% | $203.6万 | 2,965股 | $179.8万 | 3,009股 | -44股-1.46% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.81% | 0.73% | $196.5万 | 1.6万股 | $162.1万 | 1.6万股 | 00.00% | 持仓不变 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.78% | 0.49% | $187.5万 | 1.9万股 | $108.0万 | 1.1万股 | +7,837股+73.42% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.73% | 0.56% | $176.9万 | 9,284股 | $123.4万 | 9,284股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.62% | 0.62% | $150.4万 | 2.5万股 | $136.2万 | 2.5万股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 0.62% | 0.83% | $149.5万 | 2.0万股 | $183.6万 | 2.1万股 | -1,028股-4.94% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.6% | 0.54% | $145.4万 | 1.2万股 | $119.7万 | 1.2万股 | 00.00% | 持仓不变 |
| B纽约梅隆银行BK |
| 0.58% | 0.99% | $141.2万 | 9,762股 | $218.7万 | 1.8万股 | -8,674股-47.05% | 减仓 |
| IiShares安硕信托HDV |
| 0.45% | 0.48% | $107.7万 | 3.9万股 | $106.7万 | 7,859股 | +3.1万股+400.00% | 加仓 |
| I景顺QQQ信托VOO |
| 0.4% | 0.34% | $96.2万 | 1,306股 | $75.4万 | 1,306股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.39% | 0.42% | $95.2万 | 3.0万股 | $92.1万 | 3.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.39% | 0.16% | $94.6万 | 8,884股 | $34.9万 | 3,275股 | +5,609股+171.27% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.36% | 0.39% | $88.1万 | 1.6万股 | $86.1万 | 1.6万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VGK |
| 0.36% | 0.36% | $86.0万 | 9,718股 | $80.1万 | 9,718股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.4% | $84.5万 | 1,688股 | $88.7万 | 1,851股 | -163股-8.81% | 减仓 |
 苹果AAPL |
| 0.35% | 0.29% | $83.7万 | 2,893股 | $63.9万 | 2,516股 | +377股+14.98% | 加仓 |
| S道富SPHY |
| 0.31% | 0.34% | $75.9万 | 3.2万股 | $75.5万 | 3.2万股 | 00.00% | 持仓不变 |
 CHUBB LIMITEDCB |
| 0.3% | 0.34% | $72.8万 | 2,136股 | $74.7万 | 2,292股 | -156股-6.81% | 减仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.29% | 0.37% | $70.2万 | 1.4万股 | $81.2万 | 1.4万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.23% | 0.2% | $55.7万 | 1,560股 | $44.9万 | 1,560股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.22% | 0.23% | $54.1万 | 5,601股 | $50.7万 | 5,601股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.21% | 0.23% | $50.3万 | 419股 | $51.0万 | 555股 | -136股-24.50% | 减仓 |
| S嘉信策略信托SCHE |
| 0.19% | 0.19% | $46.0万 | 1.3万股 | $41.8万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VSS |
| 0.19% | 0.2% | $46.0万 | 2,982股 | $43.5万 | 2,982股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.17% | 0.25% | $42.2万 | 1,131股 | $55.8万 | 1,507股 | -376股-24.95% | 减仓 |
 艾默生电气EMR |
| 0.17% | 0.17% | $40.0万 | 2,792股 | $36.6万 | 2,792股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.15% | 0.17% | $37.2万 | 1,961股 | $37.8万 | 1,961股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.15% | 0.23% | $37.1万 | 2,717股 | $51.7万 | 3,049股 | -332股-10.89% | 减仓 |
| IiShares安硕信托IJJ |
| 0.12% | 0.12% | $29.2万 | 1,977股 | $26.2万 | 1,977股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.12% | 0.18% | $28.5万 | 305股 | $40.7万 | 408股 | -103股-25.25% | 减仓 |
| F富达·ETHEREUM FDFETH |
| 0.11% | 0.17% | $27.7万 | 1.8万股 | $36.7万 | 1.8万股 | 00.00% | 持仓不变 |
| IiShares安硕EWJ |
| 0.11% | 0.11% | $27.6万 | 2,964股 | $25.0万 | 2,964股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.11% | 0.1% | $26.7万 | 3,219股 | $22.5万 | 3,219股 | 00.00% | 持仓不变 |
