| S道富SPYM |
| 24.31% | 23.57% | $6,211.8万 | 70.7万股 | $5,278.4万 | 69.0万股 | +1.7万股+2.50% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 15.21% | 16.65% | $3,885.9万 | 50.3万股 | $3,730.1万 | 48.2万股 | +2.1万股+4.38% | 加仓 |
| IiShares安硕信托IEFA |
| 12.47% | 12.93% | $3,187.1万 | 33.0万股 | $2,896.6万 | 32.0万股 | +1.0万股+3.14% | 加仓 |
| SSPDR标普500 ETFSPY |
| 11.24% | 11.27% | $2,871.5万 | 3.8万股 | $2,525.0万 | 3.9万股 | -373股-0.96% | 减仓 |
| B贝莱德ETF信托DYNF |
| 10.66% | 9.98% | $2,723.7万 | 40.0万股 | $2,234.4万 | 38.4万股 | +1.6万股+4.28% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 9.49% | 9.21% | $2,424.4万 | 33.5万股 | $2,063.1万 | 33.6万股 | -1,025股-0.30% | 减仓 |
| V先锋领航白厅基金VYMI |
| 7.12% | 7.53% | $1,819.7万 | 18.5万股 | $1,687.1万 | 17.9万股 | +6,286股+3.51% | 加仓 |
| A美国世纪ETF信托AVEM |
| 3.51% | — | $895.9万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
| S嘉信策略信托SCHD |
| 0.57% | 0.66% | $146.8万 | 4.6万股 | $146.7万 | 4.8万股 | -1,519股-3.18% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.5% | 0.52% | $127.1万 | 1.0万股 | $116.1万 | 2,723股 | +7,516股+276.02% | 加仓 |
 英伟达NVDA |
| 0.48% | 0.47% | $123.5万 | 6,174股 | $105.7万 | 6,060股 | +114股+1.88% | 加仓 |
| V先锋领航指数基金VOO |
| 0.45% | 0.43% | $114.4万 | 1,666股 | $95.7万 | 1,602股 | +64股+4.00% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.42% | 0.44% | $108.5万 | 3,449股 | $99.0万 | 3,448股 | +1股+0.03% | 加仓 |
 苹果AAPL |
| 0.42% | 0.38% | $107.9万 | 3,727股 | $86.1万 | 3,392股 | +335股+9.88% | 加仓 |
 亚马逊AMZN |
| 0.27% | 0.26% | $70.3万 | 2,948股 | $58.6万 | 2,816股 | +132股+4.69% | 加仓 |
 特斯拉TSLA |
| 0.27% | 0.27% | $68.4万 | 1,627股 | $59.7万 | 1,606股 | +21股+1.31% | 加仓 |
| IiShares安硕信托IXN |
| 0.26% | 0.21% | $67.4万 | 4,668股 | $46.7万 | 4,668股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.24% | 0.27% | $60.1万 | 1,610股 | $61.4万 | 1,659股 | -49股-2.95% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.19% | 0.19% | $49.1万 | 1.4万股 | $41.5万 | 1.4万股 | +234股+1.64% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.19% | 0.21% | $48.6万 | 972股 | $47.3万 | 988股 | -16股-1.62% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.18% | — | $45.0万 | 5,949股 | $0 | 0股 | +5,949股 | 新买入 |
| V先锋领航·FTSEVEA |
| 0.17% | 0.17% | $42.3万 | 5,931股 | $37.2万 | 5,798股 | +133股+2.29% | 加仓 |
 谷歌AGOOGL |
| 0.15% | 0.13% | $37.4万 | 1,047股 | $29.4万 | 1,022股 | +25股+2.45% | 加仓 |
| G通用动力VTI |
| 0.14% | 0.14% | $36.3万 | 980股 | $30.4万 | 948股 | +32股+3.38% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.14% | 0.11% | $35.1万 | 1,843股 | $24.5万 | 1,841股 | +2股+0.11% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 0.13% | 0.15% | $34.1万 | 3,605股 | $34.1万 | 3,569股 | +36股+1.01% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.12% | 0.12% | $29.7万 | 1,356股 | $27.2万 | 1,335股 | +21股+1.57% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.12% | 0.12% | $29.4万 | 563股 | $26.1万 | 563股 | 00.00% | 持仓不变 |
 TOWNEBANK PORTSMOUTH VATOWN |
| 0.1% | 0.1% | $24.6万 | 6,791股 | $21.7万 | 6,456股 | +335股+5.19% | 加仓 |
 宝洁PG |
| 0.09% | 0.11% | $23.2万 | 1,580股 | $24.6万 | 1,702股 | -122股-7.17% | 减仓 |
 Dollar TreeDLTR |
| 0.09% | 0.09% | $22.1万 | 1,831股 | $20.1万 | 1,831股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.08% | — | $21.1万 | 872股 | $0 | 0股 | +872股 | 新买入 |
 摩根大通JPM |
| 0.08% | — | $20.2万 | 619股 | $0 | 0股 | +619股 | 新买入 |
 Meta平台META |
| 0.08% | 0.1% | $20.2万 | 358股 | $21.3万 | 372股 | -14股-3.76% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.08% | 3.23% | $20.1万 | 3,371股 | $723.8万 | 13.4万股 | -13.1万股-97.48% | 减仓 |
