| V先锋领航指数基金VOO |
| 10.83% | 5.61% | $3,049.4万 | 4.4万股 | $1,357.0万 | 2.3万股 | +2.2万股+95.50% | 加仓 |
| V先锋领航·TOTALBND |
| 8.79% | 7.9% | $2,475.6万 | 33.7万股 | $1,909.4万 | 25.9万股 | +7.8万股+30.06% | 加仓 |
| IiShares安硕信托IVW |
| 7.22% | 6.91% | $2,034.1万 | 14.8万股 | $1,671.0万 | 14.8万股 | +166股+0.11% | 加仓 |
| IiShares安硕·S&PIVE |
| 4.82% | 6.66% | $1,357.6万 | 6.0万股 | $1,611.5万 | 7.6万股 | -1.7万股-21.66% | 减仓 |
| B贝莱德ETF信托DYNF |
| 4.76% | 4.67% | $1,341.5万 | 19.7万股 | $1,128.2万 | 19.4万股 | +3,342股+1.72% | 加仓 |
| V先锋领航·MIDVO |
| 3.5% | 3.59% | $986.9万 | 12.2万股 | $867.4万 | 3.0万股 | +9.2万股+305.54% | 加仓 |
| IISHARES FUTURE AI & TECHETFARTY |
| 2.77% | 2.52% | $781.0万 | 10.3万股 | $610.3万 | 13.1万股 | -2.9万股-21.82% | 减仓 |
| IiShares安硕IEMG |
| 2.61% | 3.46% | $735.4万 | 8.9万股 | $835.5万 | 12.0万股 | -3.1万股-25.89% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 2.58% | 2.92% | $728.0万 | 13.9万股 | $705.4万 | 13.6万股 | +3,256股+2.40% | 加仓 |
| V先锋领航指数基金VB |
| 2.54% | 2.42% | $715.8万 | 2.4万股 | $584.8万 | 2.2万股 | +1,287股+5.76% | 加仓 |
| IiShares安硕信托GJS |
| 2.5% | 2.32% | $703.1万 | 30.9万股 | $561.5万 | 24.5万股 | +6.4万股+25.93% | 加仓 |
 iShares安硕·MBSACGL |
| 2.36% | 2.42% | $663.5万 | 7.0万股 | $584.9万 | 6.2万股 | +8,596股+13.95% | 加仓 |
| SSPDR道富系列信托SPYG |
| 2.08% | 1.94% | $585.5万 | 4.9万股 | $469.9万 | 4.8万股 | +1,211股+2.52% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.93% | 2.07% | $543.3万 | 3.4万股 | $501.1万 | 3.4万股 | +543股+1.60% | 加仓 |
| IiShares安硕信托IVV |
| 1.85% | 1.88% | $521.0万 | 6,957股 | $455.1万 | 6,967股 | -10股-0.14% | 减仓 |
| I景顺交易所交易基金IISPMO |
| 1.82% | 1.98% | $511.6万 | 3.2万股 | $477.9万 | 4.3万股 | -1.1万股-25.69% | 减仓 |
| I景顺交易所交易基金信托PPA |
| 1.82% | 1.7% | $511.2万 | 2.9万股 | $410.8万 | 2.5万股 | +4,145股+16.72% | 加仓 |
| IiShares安硕信托EFG |
| 1.72% | 1.44% | $484.3万 | 3.9万股 | $348.8万 | 3.1万股 | +7,608股+24.30% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.47% | 1.66% | $413.9万 | 8.5万股 | $400.8万 | 8.3万股 | +2,036股+2.44% | 加仓 |
| IiShares安硕信托EFV |
| 1.42% | 2.63% | $401.1万 | 5.2万股 | $636.7万 | 8.6万股 | -3.3万股-38.81% | 减仓 |
| IiShares安硕信托TLH |
| 1.42% | 1.44% | $400.5万 | 4.0万股 | $349.0万 | 3.5万股 | +5,254股+15.16% | 加仓 |
 英伟达NVDA |
| 1.42% | 1.35% | $399.5万 | 2.0万股 | $327.5万 | 1.9万股 | +1,191股+6.34% | 加仓 |
| IiShares安硕信托USMV |
| 1.4% | 1.79% | $394.0万 | 4.1万股 | $433.7万 | 4.7万股 | -5,919股-12.66% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.36% | 1.46% | $383.0万 | 4.9万股 | $353.0万 | 4.5万股 | +4,134股+9.18% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.22% | 1.23% | $343.1万 | 6.8万股 | $297.7万 | 6.0万股 | +8,158股+13.67% | 加仓 |
| IiShares安硕信托GVI |
| 1.12% | 1.23% | $316.6万 | 2.9万股 | $297.1万 | 2.8万股 | +1,437股+5.14% | 加仓 |
 苹果AAPL |
| 1.05% | 1.07% | $295.6万 | 1.0万股 | $257.5万 | 1.0万股 | +70股+0.69% | 加仓 |
| SSPDR道富系列信托SMLV |
| 1.03% | 1.07% | $290.4万 | 1.8万股 | $258.0万 | 1.9万股 | -365股-1.94% | 减仓 |
 谷歌AGOOGL |
| 0.96% | 0.88% | $269.8万 | 7,548股 | $212.7万 | 7,397股 | +151股+2.04% | 加仓 |
| IiShares安硕信托AGG |
| 0.84% | 0.92% | $237.2万 | 2.4万股 | $222.1万 | 2.2万股 | +1,596股+7.13% | 加仓 |
 摩根大通JPM |
| 0.84% | 0.83% | $236.4万 | 7,222股 | $200.5万 | 6,816股 | +406股+5.96% | 加仓 |
 亚马逊AMZN |
| 0.81% | 0.79% | $229.2万 | 9,617股 | $190.4万 | 9,143股 | +474股+5.18% | 加仓 |
| SSPDR道富系列信托SHM |
| 0.79% | 0.95% | $221.4万 | 4.6万股 | $228.8万 | 4.8万股 | -1,664股-3.48% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.78% | 0.82% | $220.1万 | 4.4万股 | $199.2万 | 4.4万股 | +33股+0.08% | 加仓 |
| SSTATE STREET SPDR US LARGE CAP LOW VOLATILITYINDEX ETFLGLV |
| 0.78% | 0.98% | $219.7万 | 1.2万股 | $236.8万 | 1.3万股 | -1,188股-8.94% | 减仓 |
 微软MSFT |
| 0.77% | 0.73% | $218.2万 | 5,851股 | $177.0万 | 4,781股 | +1,070股+22.38% | 加仓 |
| V先锋领航全球基金VGT |
| 0.77% | 0.65% | $216.0万 | 1.8万股 | $157.6万 | 2,259股 | +1.6万股+700.00% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.74% | 0.67% | $207.9万 | 2.9万股 | $160.9万 | 2.5万股 | +4,068股+16.20% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.73% | 0.74% | $205.8万 | 4,112股 | $178.0万 | 3,715股 | +397股+10.69% | 加仓 |
| WWORLD GOLD TRGLD |
| 0.72% | 0.86% | $203.6万 | 2.6万股 | $208.4万 | 2.2万股 | +3,151股+14.01% | 加仓 |
| IiShares安硕信托MTUM |
| 0.72% | 0.59% | $202.4万 | 5,904股 | $141.7万 | 5,904股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.7% | 0.63% | $196.0万 | 4,660股 | $153.3万 | 4,125股 | +535股+12.97% | 加仓 |
 博通AVGO |
| 0.68% | 0.6% | $191.2万 | 5,062股 | $145.5万 | 4,702股 | +360股+7.66% | 加仓 |
 Meta平台META |
| 0.66% | 0.67% | $186.6万 | 3,313股 | $162.4万 | 2,839股 | +474股+16.70% | 加仓 |
| IiShares安硕信托EFAV |
| 0.64% | 0.81% | $179.9万 | 2.1万股 | $196.4万 | 2.1万股 | -988股-4.60% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.61% | 0.64% | $171.8万 | 3.3万股 | $154.4万 | 3.3万股 | +269股+0.82% | 加仓 |
| I景顺交易所交易基金IIPWZ |
| 0.55% | 0.69% | $155.2万 | 6.3万股 | $166.8万 | 7.0万股 | -6,566股-9.40% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.54% | 0.61% | $152.8万 | 1.0万股 | $148.2万 | 1.0万股 | -111股-1.09% | 减仓 |
| IiShares安硕信托GVI |
| 0.51% | 0.59% | $144.8万 | 1.4万股 | $141.8万 | 1.3万股 | +290股+2.18% | 加仓 |
| IiShares安硕信托ICF |
| 0.5% | 0.54% | $141.5万 | 2.1万股 | $130.0万 | 2.1万股 | -81股-0.39% | 减仓 |
