| G通用动力VTI |
| 17.66% | 20.28% | $5,512.9万 | 14.9万股 | $5,920.2万 | 18.5万股 | -3.6万股-19.27% | 减仓 |
| IiShares安硕信托IWV |
| 14.96% | 14.23% | $4,668.4万 | 10.9万股 | $4,155.5万 | 11.2万股 | -2,622股-2.34% | 减仓 |
| EEA SERIES TRUSTBOXX |
| 13.38% | 17.07% | $4,175.3万 | 35.7万股 | $4,985.2万 | 42.9万股 | -7.2万股-16.82% | 减仓 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 6.77% | 6.28% | $2,112.9万 | 6.4万股 | $1,833.6万 | 6.4万股 | -10股-0.02% | 减仓 |
| J骏利亨德森JAAA |
| 2.62% | 2.89% | $817.9万 | 16.1万股 | $842.5万 | 16.7万股 | -5,233股-3.14% | 减仓 |
| IiShares安硕信托ITOT |
| 2.49% | 2.31% | $776.5万 | 4.7万股 | $673.2万 | 4.7万股 | +2股+0.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.12% | 1.77% | $661.0万 | 1.9万股 | $516.4万 | 1.8万股 | +702股+3.90% | 加仓 |
 苹果AAPL |
| 2.06% | 1.83% | $643.4万 | 2.2万股 | $534.1万 | 2.1万股 | +1,192股+5.66% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.64% | 1.55% | $512.9万 | 3.3万股 | $452.8万 | 3.3万股 | -46股-0.14% | 减仓 |
 LINEAGELINE |
| 1.56% | 0.87% | $488.0万 | 11.1万股 | $254.5万 | 7.6万股 | +3.5万股+45.77% | 加仓 |
| V先锋领航指数基金VOO |
| 1.55% | 1.49% | $483.2万 | 7,035股 | $433.7万 | 7,258股 | -223股-3.07% | 减仓 |
 微软MSFT |
| 1.41% | 1.41% | $441.3万 | 1.2万股 | $413.1万 | 1.1万股 | +671股+6.01% | 加仓 |
 英伟达NVDA |
| 1.3% | 0.95% | $405.3万 | 2.0万股 | $278.5万 | 1.6万股 | +4,290股+26.87% | 加仓 |
 亚马逊AMZN |
| 1.27% | 1.13% | $395.9万 | 1.7万股 | $330.8万 | 1.6万股 | +730股+4.60% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.11% | 1% | $347.5万 | 4,643股 | $292.6万 | 4,487股 | +156股+3.48% | 加仓 |
| V先锋领航全球基金ESGV |
| 1.1% | 1% | $344.7万 | 2.6万股 | $292.7万 | 2.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.99% | 1% | $309.1万 | 4,127股 | $291.2万 | 4,458股 | -331股-7.42% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.93% | 1.15% | $291.0万 | 8.7万股 | $335.8万 | 8.7万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.86% | 0.68% | $267.5万 | 7,486股 | $197.9万 | 6,883股 | +603股+8.76% | 加仓 |
 万豪MAR |
| 0.73% | 0.69% | $227.4万 | 6,137股 | $202.4万 | 6,188股 | -51股-0.82% | 减仓 |
| I景顺QQQ信托VOO |
| 0.64% | 0.53% | $199.2万 | 2,702股 | $155.8万 | 2,699股 | +3股+0.11% | 加仓 |
| NNEOS ETF TRUSTSPYI |
| 0.63% | — | $195.8万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| V先锋领航·FTSEVEA |
| 0.6% | 0.58% | $185.8万 | 2.6万股 | $169.3万 | 2.6万股 | -343股-1.30% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.57% | 0.57% | $178.5万 | 1.7万股 | $166.8万 | 1.7万股 | +3股+0.02% | 加仓 |
| WWORLD GOLD TRGLD |
| 0.55% | — | $171.4万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| V先锋领航指数基金VUG |
| 0.54% | 0.49% | $168.0万 | 2.0万股 | $142.0万 | 3,251股 | +1.6万股+500.03% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.53% | 0.5% | $166.6万 | 2.2万股 | $146.0万 | 2.1万股 | +564股+2.65% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.52% | 0.43% | $161.7万 | 5,336股 | $126.7万 | 5,333股 | +3股+0.06% | 加仓 |
 HERCULES CAPITALHTGC |
| 0.49% | 0.49% | $152.5万 | 9.7万股 | $142.8万 | 9.7万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.45% | 0.42% | $139.7万 | 2.3万股 | $123.4万 | 2.3万股 | +575股+2.52% | 加仓 |
 Meta平台META |
| 0.44% | 0.43% | $137.5万 | 2,441股 | $126.8万 | 2,216股 | +225股+10.15% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.42% | 0.47% | $132.6万 | 2,651股 | $137.4万 | 2,867股 | -216股-7.53% | 减仓 |
| ZZETA GLOBALZETA |
| 0.42% | 0.36% | $129.7万 | 6.6万股 | $104.9万 | 6.6万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.41% | 0.39% | $129.5万 | 8,250股 | $114.1万 | 8,250股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.41% | 0.37% | $127.6万 | 1.5万股 | $106.7万 | 2,903股 | +1.2万股+400.00% | 加仓 |
| IiShares安硕信托IXUS |
| 0.41% | 0.4% | $127.2万 | 1.3万股 | $115.4万 | 1.3万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.39% | 0.35% | $121.9万 | 3,724股 | $101.2万 | 3,439股 | +285股+8.29% | 加仓 |
 博通AVGO |
| 0.38% | 0.29% | $118.1万 | 3,127股 | $85.5万 | 2,762股 | +365股+13.22% | 加仓 |
 沃尔玛WMT |
| 0.37% | 0.4% | $116.0万 | 1.0万股 | $116.0万 | 9,313股 | +928股+9.96% | 加仓 |
 美光科技MU |
| 0.36% | 0.09% | $111.8万 | 968股 | $27.2万 | 803股 | +165股+20.55% | 加仓 |
| V先锋领航指数基金VV |
| 0.36% | 0.33% | $111.0万 | 3,228股 | $96.5万 | 3,227股 | +1股+0.03% | 加仓 |
 帕兰提尔PLTR |
| 0.34% | 0.46% | $106.1万 | 9,092股 | $133.0万 | 9,092股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.34% | 0.36% | $105.7万 | 1.5万股 | $105.3万 | 1.5万股 | -1股-0.01% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.33% | 0.27% | $101.5万 | 6,422股 | $80.0万 | 5,403股 | +1,019股+18.86% | 加仓 |
| S嘉信策略信托SCHF |
| 0.3% | 0.28% | $92.2万 | 3.3万股 | $82.4万 | 3.3万股 | +10股+0.03% | 加仓 |
 特斯拉TSLA |
| 0.29% | 0.35% | $91.9万 | 2,186股 | $100.8万 | 2,713股 | -527股-19.42% | 减仓 |
 AMD超威AMD |
| 0.28% | 0.09% | $86.7万 | 1,493股 | $25.3万 | 1,242股 | +251股+20.21% | 加仓 |
| S道富SPYV |
| 0.28% | 0.28% | $86.7万 | 1.4万股 | $80.7万 | 1.4万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.26% | 0.23% | $81.7万 | 681股 | $67.5万 | 734股 | -53股-7.22% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.25% | 0.36% | $77.1万 | 6,212股 | $106.6万 | 2,499股 | +3,713股+148.58% | 加仓 |
