| V先锋领航指数基金VTV |
| 18.21% | 16.95% | $4,509.3万 | 32.7万股 | $4,621.0万 | 32.5万股 | +1,730股+0.53% | 加仓 |
| V先锋领航指数基金VUG |
| 16.3% | 15.26% | $4,036.7万 | 14.8万股 | $4,159.2万 | 14.7万股 | +1,253股+0.85% | 加仓 |
 苹果AAPL |
| 7.02% | 7.04% | $1,738.4万 | 10.2万股 | $1,918.2万 | 9.9万股 | +2,647股+2.68% | 加仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 5.5% | 5.14% | $1,362.7万 | 25.0万股 | $1,402.3万 | 24.4万股 | +5,976股+2.45% | 加仓 |
| SSPDR行业精选信托XLK |
| 4.21% | 4.46% | $1,043.5万 | 6.4万股 | $1,215.4万 | 7.0万股 | -6,255股-8.95% | 减仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 3.66% | 3.46% | $906.5万 | 19.2万股 | $944.0万 | 19.8万股 | -6,151股-3.11% | 减仓 |
| IiShares安硕信托HDV |
| 3.51% | 2.98% | $868.0万 | 8.8万股 | $811.4万 | 8.1万股 | +7,270股+9.03% | 加仓 |
| SSPDR行业精选信托XLY |
| 3.38% | 3.41% | $836.1万 | 5.2万股 | $929.1万 | 5.5万股 | -2,773股-5.07% | 减仓 |
| V先锋领航·MIDVO |
| 3.33% | 3.4% | $824.3万 | 4.0万股 | $927.6万 | 4.2万股 | -2,550股-6.05% | 减仓 |
| IiShares安硕信托DGRO |
| 3.13% | 3.23% | $775.4万 | 15.7万股 | $879.4万 | 17.1万股 | -1.4万股-8.26% | 减仓 |
| PPacer基金信托COWZ |
| 2.56% | 2.08% | $634.0万 | 12.8万股 | $566.2万 | 11.8万股 | +9,979股+8.44% | 加仓 |
| PPIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDCORP |
| 2.56% | 2.52% | $633.1万 | 6.9万股 | $686.8万 | 7.2万股 | -2,926股-4.04% | 减仓 |
| V先锋领航指数基金VB |
| 2.25% | 2.19% | $558.1万 | 3.0万股 | $597.9万 | 3.0万股 | -543股-1.81% | 减仓 |
 微软MSFT |
| 2.09% | 1.89% | $518.3万 | 1.6万股 | $516.1万 | 1.5万股 | +1,258股+8.30% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.55% | 1.76% | $382.8万 | 3.0万股 | $479.9万 | 3.6万股 | -6,416股-17.75% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.47% | 1.33% | $364.0万 | 5.6万股 | $362.3万 | 5.6万股 | -164股-0.29% | 减仓 |
| G通用动力VTI |
| 1.27% | 1.22% | $314.5万 | 1.5万股 | $331.8万 | 1.5万股 | -257股-1.71% | 减仓 |
| SSPDR行业精选信托XLF |
| 1.2% | 1.23% | $297.7万 | 9.0万股 | $334.3万 | 9.9万股 | -9,422股-9.50% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.04% | 0.98% | $257.2万 | 5.5万股 | $267.6万 | 5.6万股 | -315股-0.57% | 减仓 |
| IiShares安硕IEMG |
| 0.95% | 0.95% | $235.2万 | 4.9万股 | $258.8万 | 5.3万股 | -3,074股-5.85% | 减仓 |
| IiShares安硕信托XT |
| 0.9% | 0.91% | $223.3万 | 4.3万股 | $246.8万 | 4.4万股 | -1,627股-3.66% | 减仓 |
 英伟达NVDA |
| 0.86% | 0.65% | $212.2万 | 4,878股 | $177.4万 | 4,195股 | +683股+16.28% | 加仓 |
| SSPDR行业精选信托XLP |
| 0.68% | 0.76% | $167.7万 | 2.4万股 | $206.3万 | 2.8万股 | -3,448股-12.40% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.66% | 0.55% | $162.5万 | 3,802股 | $149.5万 | 3,373股 | +429股+12.72% | 加仓 |
| IiShares安硕信托IHAK |
| 0.64% | 0.54% | $158.3万 | 4.1万股 | $147.5万 | 3.9万股 | +2,107股+5.40% | 加仓 |
| IiShares安硕信托LQD |
| 0.55% | 0.78% | $137.3万 | 1.3万股 | $211.7万 | 2.0万股 | -6,121股-31.26% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.54% | 0.48% | $134.7万 | 3,845股 | $129.8万 | 3,805股 | +40股+1.05% | 加仓 |
| IiShares安硕信托AGG |
| 0.52% | 0.59% | $129.9万 | 1.4万股 | $160.3万 | 1.6万股 | -2,553股-15.60% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.52% | 0.43% | $128.1万 | 9,717股 | $116.0万 | 9,586股 | +131股+1.37% | 加仓 |
| IiShares安硕信托IEFA |
| 0.5% | 0.63% | $123.4万 | 1.9万股 | $172.8万 | 2.6万股 | -6,431股-25.12% | 减仓 |
| IiShares安硕·COREIJR |
| 0.44% | 0.62% | $109.2万 | 1.2万股 | $167.8万 | 1.7万股 | -5,269股-31.29% | 减仓 |
 亚马逊AMZN |
| 0.43% | 0.42% | $106.9万 | 8,406股 | $114.0万 | 8,745股 | -339股-3.88% | 减仓 |
| V先锋领航指数基金VOO |
| 0.33% | 0.46% | $82.7万 | 2,105股 | $125.6万 | 3,085股 | -980股-31.77% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.32% | 0.17% | $78.6万 | 5,172股 | $45.2万 | 2,892股 | +2,280股+78.84% | 加仓 |
| IiShares安硕信托IVV |
| 0.3% | 0.41% | $74.5万 | 1,736股 | $112.2万 | 2,518股 | -782股-31.06% | 减仓 |
| F第一信托交易所交易基金VIFIXD |
| 0.25% | 0.27% | $61.6万 | 1.5万股 | $74.6万 | 1.7万股 | -2,259股-13.37% | 减仓 |
 强生JNJ |
| 0.24% | 0.25% | $58.9万 | 3,782股 | $67.6万 | 4,084股 | -302股-7.39% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.23% | 0.22% | $56.8万 | 2.2万股 | $60.6万 | 2.2万股 | -640股-2.87% | 减仓 |
 特斯拉TSLA |
| 0.22% | 0.21% | $54.1万 | 2,162股 | $57.8万 | 2,207股 | -45股-2.04% | 减仓 |
 VERISK ANALYTICS COMVRSK |
| 0.22% | 0.19% | $53.5万 | 2,266股 | $51.2万 | 2,266股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.21% | 0.23% | $51.9万 | 1.4万股 | $62.5万 | 1.6万股 | -2,106股-13.34% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.19% | 0.25% | $47.6万 | 8,085股 | $66.9万 | 1.0万股 | -2,141股-20.94% | 减仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 0.19% | 0.17% | $47.6万 | 8,006股 | $47.3万 | 7,954股 | +52股+0.65% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 0.19% | 0.17% | $47.4万 | 1.5万股 | $47.7万 | 1.5万股 | +27股+0.19% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.19% | 0.18% | $46.0万 | 8,761股 | $48.0万 | 8,750股 | +11股+0.13% | 加仓 |
 Elevance健康ELV |
| 0.18% | 0.17% | $45.7万 | 1,050股 | $46.7万 | 1,051股 | -1股-0.10% | 减仓 |
 GE航空GE |
| 0.18% | 0.15% | $44.4万 | 4,021股 | $40.9万 | 3,720股 | +301股+8.09% | 加仓 |
| DDimensional维度·USDFUV |
| 0.17% | 0.16% | $41.7万 | 1.2万股 | $42.3万 | 1.2万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.17% | 0.16% | $41.7万 | 2,874股 | $42.8万 | 2,941股 | -67股-2.28% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.16% | 0.16% | $40.5万 | 5,880股 | $44.0万 | 6,066股 | -186股-3.07% | 减仓 |
