| V先锋领航·SPECIALIZED FUNDSVIG |
| 28.94% | 29.36% | $8,019.2万 | 33.9万股 | $7,366.2万 | 34.3万股 | -3,612股-1.05% | 减仓 |
| IiShares安硕信托IVV |
| 10.95% | 10.59% | $3,035.3万 | 4.1万股 | $2,657.1万 | 4.1万股 | -147股-0.36% | 减仓 |
| IiShares安硕·COREIJH |
| 6.85% | 6.47% | $1,897.2万 | 24.6万股 | $1,623.6万 | 24.0万股 | +5,618股+2.34% | 加仓 |
| SSPDR道富系列信托SDY |
| 5.8% | 6.17% | $1,607.8万 | 10.6万股 | $1,547.7万 | 10.6万股 | -400股-0.38% | 减仓 |
| V先锋领航指数基金VUG |
| 5.22% | 4.71% | $1,447.8万 | 16.8万股 | $1,182.5万 | 2.7万股 | +14.1万股+520.83% | 加仓 |
| IiShares安硕信托DGRO |
| 3.32% | 3.15% | $918.9万 | 12.1万股 | $790.3万 | 11.3万股 | +8,636股+7.67% | 加仓 |
| IiShares安硕信托IEFA |
| 3.07% | 2.99% | $851.2万 | 8.8万股 | $749.2万 | 8.3万股 | +5,369股+6.49% | 加仓 |
| IiShares安硕信托IXUS |
| 2.85% | 2.63% | $789.5万 | 8.3万股 | $659.5万 | 7.6万股 | +6,607股+8.68% | 加仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 2.75% | 3.54% | $762.7万 | 25.3万股 | $888.5万 | 25.1万股 | +2,095股+0.84% | 加仓 |
| F富达·COMWLTH TRONEQ |
| 2.3% | 2.08% | $636.1万 | 6.2万股 | $520.8万 | 6.1万股 | +281股+0.46% | 加仓 |
| IiShares安硕·COREIJR |
| 1.78% | 1.59% | $493.1万 | 3.3万股 | $399.0万 | 3.2万股 | +1,155股+3.60% | 加仓 |
| V先锋领航指数基金VTV |
| 1.72% | 1.71% | $477.1万 | 2.2万股 | $428.0万 | 2.2万股 | +75股+0.34% | 加仓 |
 微软MSFT |
| 1.55% | 1.7% | $429.6万 | 1.2万股 | $427.8万 | 1.2万股 | -40股-0.35% | 减仓 |
| IiShares安硕信托SGOV |
| 1.43% | 1.65% | $397.5万 | 3.9万股 | $415.0万 | 4.1万股 | -1,739股-4.22% | 减仓 |
| V先锋领航指数基金VOO |
| 1.18% | 1.14% | $328.1万 | 4,777股 | $286.0万 | 4,786股 | -9股-0.19% | 减仓 |
 埃克森美孚XOM |
| 1.12% | 1.53% | $311.5万 | 2.3万股 | $383.0万 | 2.3万股 | +210股+0.93% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.03% | 1.03% | $284.4万 | 2.7万股 | $258.6万 | 2.7万股 | +756股+2.84% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.93% | 0.96% | $257.0万 | 2.8万股 | $240.8万 | 2.7万股 | +297股+1.09% | 加仓 |
| G通用动力VTI |
| 0.9% | 0.85% | $250.6万 | 6,773股 | $212.6万 | 6,628股 | +145股+2.19% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.69% | 0.62% | $191.3万 | 1.0万股 | $156.7万 | 1.0万股 | +69股+0.68% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.64% | 0.55% | $178.3万 | 3.0万股 | $138.2万 | 2.6万股 | +4,314股+16.88% | 加仓 |
 苹果AAPL |
| 0.61% | 0.59% | $168.9万 | 5,838股 | $148.2万 | 5,839股 | -1股-0.02% | 减仓 |
 雪佛龙CVX |
| 0.61% | 0.83% | $168.4万 | 1.0万股 | $209.1万 | 1.0万股 | +55股+0.54% | 加仓 |
 英伟达NVDA |
| 0.59% | 0.57% | $163.9万 | 8,193股 | $142.9万 | 8,195股 | -2股-0.02% | 减仓 |
 麦当劳MCD |
| 0.57% | 0.73% | $158.9万 | 5,878股 | $182.7万 | 5,877股 | +1股+0.02% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.55% | 0.53% | $151.8万 | 9,675股 | $133.4万 | 9,645股 | +30股+0.31% | 加仓 |
 强生JNJ |
| 0.54% | 0.57% | $150.0万 | 5,906股 | $144.1万 | 5,894股 | +12股+0.20% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.51% | 0.54% | $141.6万 | 2,829股 | $135.6万 | 2,829股 | 00.00% | 持仓不变 |
| DDOUBLELINE SECURITIZED CREDIT ETFDSCO |
| 0.47% | 0.52% | $130.6万 | 5.2万股 | $130.6万 | 5.3万股 | -209股-0.40% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.47% | 0.36% | $129.6万 | 6,802股 | $90.3万 | 6,798股 | +4股+0.06% | 加仓 |
 艾伯维ABBV |
| 0.43% | 0.41% | $117.8万 | 4,682股 | $101.7万 | 4,676股 | +6股+0.13% | 加仓 |
 思科CSCO |
| 0.41% | 0.32% | $114.5万 | 9,747股 | $81.4万 | 1.0万股 | -743股-7.08% | 减仓 |
| F富达Covington信托FDVV |
| 0.41% | 0.43% | $114.1万 | 1.9万股 | $107.1万 | 1.9万股 | -460股-2.37% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.37% | 0.35% | $101.4万 | 8,163股 | $87.0万 | 2,040股 | +6,123股+300.15% | 加仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.36% | 0.47% | $100.8万 | 2.0万股 | $118.6万 | 2.0万股 | -346股-1.72% | 减仓 |
 沃尔玛WMT |
| 0.36% | 0.44% | $100.4万 | 8,867股 | $111.3万 | 8,958股 | -91股-1.02% | 减仓 |
| IiShares安硕信托IDV |
| 0.33% | 0.37% | $92.5万 | 2.2万股 | $94.0万 | 2.2万股 | +232股+1.05% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.31% | 0.27% | $87.2万 | 1.2万股 | $68.9万 | 1.1万股 | +1,483股+13.79% | 加仓 |
| IiShares安硕IEMG |
| 0.3% | 0.28% | $84.5万 | 1.0万股 | $69.2万 | 9,922股 | +281股+2.83% | 加仓 |
| IiShares安硕信托IJK |
| 0.29% | 0.28% | $81.1万 | 6,902股 | $69.4万 | 6,899股 | +3股+0.04% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.28% | 0.27% | $78.5万 | 1,051股 | $68.7万 | 1,056股 | -5股-0.47% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.26% | 0.27% | $71.7万 | 4,535股 | $67.0万 | 4,524股 | +11股+0.24% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.26% | 0.24% | $71.1万 | 5,202股 | $61.0万 | 5,152股 | +50股+0.97% | 加仓 |
 英特尔INTC |
| 0.25% | 0.11% | $70.6万 | 5,056股 | $27.9万 | 6,331股 | -1,275股-20.14% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.22% | 0.21% | $61.3万 | 7,174股 | $53.8万 | 6,980股 | +194股+2.78% | 加仓 |
 雅培ABT |
| 0.22% | 0.27% | $60.1万 | 6,626股 | $66.5万 | 6,480股 | +146股+2.25% | 加仓 |
| IiShares安硕信托IGM |
| 0.21% | 0.17% | $58.6万 | 3,582股 | $42.4万 | 3,581股 | +1股+0.03% | 加仓 |
 宝洁PG |
| 0.19% | 0.21% | $53.7万 | 3,664股 | $52.8万 | 3,655股 | +9股+0.25% | 加仓 |
| IIBMIBM |
| 0.18% | 0.17% | $50.7万 | 1,804股 | $43.7万 | 1,804股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.18% | 0.17% | $50.5万 | 5,740股 | $42.1万 | 1,147股 | +4,593股+400.44% | 加仓 |
