| V先锋领航指数基金VOO |
| 15.62% | 15.47% | $3,735.4万 | 5.4万股 | $3,246.2万 | 5.4万股 | +62股+0.11% | 加仓 |
| V先锋领航指数基金VUG |
| 13.59% | 13.23% | $3,248.0万 | 37.7万股 | $2,776.1万 | 6.4万股 | +31.3万股+493.24% | 加仓 |
| V先锋领航指数基金VTV |
| 9.49% | 9.67% | $2,267.9万 | 10.4万股 | $2,029.4万 | 10.3万股 | +626股+0.61% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 7.38% | 8.11% | $1,764.8万 | 29.9万股 | $1,701.7万 | 28.6万股 | +1.3万股+4.71% | 加仓 |
| WWORLD GOLD TRGLD |
| 4.91% | 6.35% | $1,173.2万 | 14.8万股 | $1,332.4万 | 14.4万股 | +3,967股+2.76% | 加仓 |
| S嘉信·USSCHX |
| 4.54% | 4.52% | $1,086.4万 | 36.9万股 | $948.6万 | 37.0万股 | -853股-0.23% | 减仓 |
| V先锋领航·CORE PLUS BOND ETFVPLS |
| 4.13% | 3.97% | $988.6万 | 12.7万股 | $832.3万 | 10.7万股 | +2.0万股+18.79% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 3% | 3.24% | $716.7万 | 17.4万股 | $679.1万 | 17.4万股 | -557股-0.32% | 减仓 |
| DDIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETFDEXC |
| 2.92% | 2.62% | $698.3万 | 8.5万股 | $549.6万 | 8.5万股 | -214股-0.25% | 减仓 |
 英特尔INTC |
| 2.79% | 0.59% | $667.1万 | 4.8万股 | $123.6万 | 4.9万股 | -1,601股-3.24% | 减仓 |
| G通用动力VTI |
| 2.71% | 2.68% | $648.8万 | 1.8万股 | $562.6万 | 1.8万股 | -5股-0.03% | 减仓 |
| IiShares安硕信托IDEV |
| 2.39% | 2.56% | $572.6万 | 6.4万股 | $538.0万 | 6.4万股 | -56股-0.09% | 减仓 |
| IiShares安硕信托IVW |
| 2.3% | 2.17% | $551.1万 | 4.0万股 | $455.5万 | 4.0万股 | -206股-0.51% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 1.9% | 1.83% | $453.7万 | 5.5万股 | $384.8万 | 9,440股 | +4.5万股+481.68% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.88% | 1.95% | $448.7万 | 8.7万股 | $409.3万 | 8.7万股 | -607股-0.70% | 减仓 |
| IiShares安硕信托IUSB |
| 1.53% | 1.75% | $366.5万 | 7.9万股 | $366.8万 | 7.9万股 | 00.00% | 持仓不变 |
| IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF |
| 1.37% | 1.26% | $327.8万 | 10.7万股 | $263.6万 | 8.7万股 | +2.0万股+22.49% | 加仓 |
 苹果AAPL |
| 1.28% | 1.28% | $305.9万 | 1.1万股 | $267.8万 | 1.1万股 | +15股+0.14% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.25% | 0.89% | $298.8万 | 3.6万股 | $186.9万 | 2.5万股 | +1.1万股+43.35% | 加仓 |
| VVIRTUS ETF TR IIASMF |
| 1.07% | 1.23% | $256.8万 | 10.0万股 | $258.5万 | 10.2万股 | -2,303股-2.26% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 1.03% | 1.06% | $246.5万 | 7.9万股 | $223.2万 | 8.0万股 | -913股-1.14% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.96% | 0.95% | $229.1万 | 6.8万股 | $199.0万 | 6.8万股 | -638股-0.93% | 减仓 |
| GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC |
| 0.95% | 1.16% | $226.4万 | 8.7万股 | $244.0万 | 8.1万股 | +5,857股+7.20% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.93% | 0.99% | $222.6万 | 1.4万股 | $208.6万 | 1.4万股 | 00.00% | 持仓不变 |
| SSIMPLIFY EXCHANGE TRADED FUNCTA |
| 0.8% | 1.1% | $191.8万 | 7.4万股 | $230.9万 | 7.6万股 | -2,464股-3.22% | 减仓 |
| S道富·EET SPDR S&P 500 ESG ETFEFIV |
| 0.64% | 0.63% | $153.7万 | 2.1万股 | $132.9万 | 2.1万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.49% | 0.4% | $116.2万 | 9,720股 | $84.7万 | 1,215股 | +8,505股+700.00% | 加仓 |
 应用材料AMAT |
| 0.48% | 0.26% | $115.8万 | 1,602股 | $54.7万 | 1,602股 | 00.00% | 持仓不变 |
| IiShares安硕信托IUSV |
| 0.45% | 0.47% | $106.6万 | 9,677股 | $98.9万 | 9,677股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.43% | 0.49% | $103.7万 | 2,781股 | $102.2万 | 2,762股 | +19股+0.69% | 加仓 |
 谷歌AGOOGL |
| 0.39% | 0.36% | $93.4万 | 2,614股 | $75.0万 | 2,611股 | +3股+0.11% | 加仓 |
 Meta平台META |
| 0.37% | 0.43% | $87.9万 | 1,561股 | $89.6万 | 1,566股 | -5股-0.32% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.35% | 0.34% | $82.6万 | 1,106股 | $71.9万 | 1,106股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.32% | 0.32% | $76.8万 | 9,373股 | $67.7万 | 9,555股 | -182股-1.90% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.31% | 0.31% | $75.2万 | 2.6万股 | $65.1万 | 2.6万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.29% | 0.31% | $69.7万 | 1,976股 | $64.5万 | 1,963股 | +13股+0.66% | 加仓 |
 摩根大通JPM |
| 0.26% | 0.31% | $63.3万 | 1,934股 | $64.0万 | 2,176股 | -242股-11.12% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.26% | 0.29% | $62.6万 | 1,252股 | $60.5万 | 1,264股 | -12股-0.95% | 减仓 |
 礼来LLY |
| 0.24% | 0.2% | $56.4万 | 470股 | $42.9万 | 467股 | +3股+0.64% | 加仓 |
| V先锋领航·MIDVO |
| 0.23% | 0.26% | $55.4万 | 6,880股 | $54.4万 | 1,897股 | +4,983股+262.68% | 加仓 |
 埃克森美孚XOM |
| 0.22% | 0.31% | $52.7万 | 3,858股 | $65.4万 | 3,858股 | 00.00% | 持仓不变 |
| TTHE ALGER ETF TRUST CONCENTRATED EQUITY ETFCNEQ |
| 0.21% | 0.17% | $50.6万 | 1.2万股 | $35.1万 | 1.1万股 | +961股+8.50% | 加仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.21% | 0.26% | $49.9万 | 9,376股 | $53.5万 | 1.0万股 | -759股-7.49% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.2% | 0.26% | $47.0万 | 8,070股 | $54.6万 | 9,336股 | -1,266股-13.56% | 减仓 |
 亚马逊AMZN |
| 0.19% | 0.19% | $46.3万 | 1,944股 | $40.4万 | 1,944股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.17% | 0.18% | $41.8万 | 1,964股 | $37.7万 | 1,964股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.17% | 0.14% | $40.5万 | 3,444股 | $30.3万 | 3,914股 | -470股-12.01% | 减仓 |
 强生JNJ |
| 0.15% | 0.18% | $37.0万 | 1,455股 | $37.8万 | 1,547股 | -92股-5.95% | 减仓 |
| IiShares安硕ESGE |
| 0.15% | 0.14% | $34.8万 | 6,365股 | $28.9万 | 6,365股 | 00.00% | 持仓不变 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.13% | 0.16% | $31.9万 | 6,732股 | $32.8万 | 6,914股 | -182股-2.63% | 减仓 |
