| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 12.97% | 12.28% | $7,518.3万 | 85.5万股 | $6,462.5万 | 16.8万股 | +68.7万股+407.87% | 加仓 |
| V先锋领航全球基金MGV |
| 10.7% | 10.46% | $6,204.5万 | 38.0万股 | $5,504.4万 | 36.9万股 | +1.1万股+2.94% | 加仓 |
| V先锋领航·FTSEVEA |
| 7.47% | 7.79% | $4,329.8万 | 60.8万股 | $4,097.0万 | 60.4万股 | +3,578股+0.59% | 加仓 |
| IiShares安硕信托IVW |
| 7.43% | 7.12% | $4,304.5万 | 31.3万股 | $3,749.0万 | 31.5万股 | -1,693股-0.54% | 减仓 |
| IiShares安硕·S&PIVE |
| 5% | 5.28% | $2,900.7万 | 12.8万股 | $2,776.4万 | 12.8万股 | -630股-0.49% | 减仓 |
| V先锋领航指数基金VOT |
| 4.5% | 4.34% | $2,609.7万 | 8.5万股 | $2,283.0万 | 8.4万股 | +977股+1.16% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 4.47% | 4.34% | $2,588.5万 | 9.5万股 | $2,281.9万 | 9.3万股 | +1,696股+1.83% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 3.6% | 3.78% | $2,088.5万 | 10.6万股 | $1,991.1万 | 10.5万股 | +941股+0.90% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.51% | 3.63% | $2,034.3万 | 34.1万股 | $1,907.8万 | 33.8万股 | +3,137股+0.93% | 加仓 |
| V先锋领航全球基金VGT |
| 3.5% | 3.01% | $2,027.2万 | 17.0万股 | $1,586.2万 | 2.1万股 | +14.8万股+690.28% | 加仓 |
| V先锋领航指数基金VBK |
| 3.26% | 3.1% | $1,889.3万 | 5.2万股 | $1,630.1万 | 5.1万股 | +275股+0.54% | 加仓 |
| V先锋领航·MIDVO |
| 3.26% | 3.31% | $1,889.0万 | 23.4万股 | $1,744.1万 | 5.8万股 | +17.6万股+301.20% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.41% | 2.45% | $1,395.8万 | 5.7万股 | $1,289.4万 | 5.7万股 | +225股+0.39% | 加仓 |
| V先锋领航指数基金VB |
| 2.2% | 2.18% | $1,277.1万 | 4.2万股 | $1,148.4万 | 4.2万股 | +82股+0.20% | 加仓 |
| IiShares安硕信托IBMQ |
| 1.34% | 1.47% | $773.9万 | 30.3万股 | $775.9万 | 30.4万股 | -1,356股-0.45% | 减仓 |
| IiShares安硕信托IBMP |
| 1.25% | 1.4% | $724.9万 | 28.5万股 | $734.8万 | 28.9万股 | -4,003股-1.38% | 减仓 |
| IiShares安硕信托IBDT |
| 1.2% | 1.31% | $696.7万 | 27.6万股 | $687.2万 | 27.2万股 | +4,106股+1.51% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 1.19% | 1.28% | $690.0万 | 29.8万股 | $674.3万 | 29.0万股 | +7,902股+2.72% | 加仓 |
| IiShares安硕信托IBDS |
| 1.19% | 1.3% | $689.6万 | 28.5万股 | $685.2万 | 28.3万股 | +1,446股+0.51% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 1.14% | 1.24% | $663.2万 | 30.4万股 | $651.3万 | 29.8万股 | +6,681股+2.25% | 加仓 |
| IiShares安硕信托IBMR |
| 1.11% | 1.2% | $642.9万 | 25.3万股 | $631.5万 | 24.9万股 | +4,388股+1.76% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 1.1% | 1.18% | $638.8万 | 30.7万股 | $620.9万 | 29.6万股 | +1.0万股+3.47% | 加仓 |
| IiShares安硕信托IBMS |
| 0.99% | 1.05% | $571.4万 | 22.1万股 | $555.1万 | 21.4万股 | +6,617股+3.09% | 加仓 |
 苹果AAPL |
| 0.95% | 0.92% | $548.6万 | 1.9万股 | $482.4万 | 1.9万股 | +328股+1.76% | 加仓 |
| IiShares安硕信托IBMO |
| 0.88% | 1.05% | $507.8万 | 19.8万股 | $550.3万 | 21.5万股 | -1.7万股-7.71% | 减仓 |
| IiShares安硕信托IBDR |
| 0.87% | 1.01% | $507.1万 | 20.9万股 | $533.1万 | 22.0万股 | -1.1万股-5.04% | 减仓 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 0.86% | 0.77% | $497.8万 | 19.8万股 | $402.7万 | 15.9万股 | +3.9万股+24.29% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.69% | 0.72% | $401.0万 | 1.3万股 | $376.3万 | 1.4万股 | -116股-0.86% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.66% | 0.74% | $380.5万 | 4.2万股 | $389.9万 | 4.7万股 | -5,510股-11.62% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.65% | 0.66% | $375.6万 | 3.9万股 | $349.5万 | 3.8万股 | +1,009股+2.66% | 加仓 |
| V先锋领航全球基金VOX |
| 0.63% | 1.39% | $366.9万 | 2.0万股 | $730.6万 | 4.4万股 | -2.4万股-54.94% | 减仓 |
| IiShares安硕信托IBMT |
| 0.63% | 0.64% | $365.4万 | 14.2万股 | $335.3万 | 13.0万股 | +1.2万股+8.90% | 加仓 |
| IiShares安硕信托IVV |
| 0.62% | 0.62% | $358.7万 | 4,789股 | $323.8万 | 4,768股 | +21股+0.44% | 加仓 |
| V先锋领航全球基金VPU |
| 0.6% | 0.63% | $348.1万 | 1.8万股 | $332.9万 | 1.6万股 | +1,314股+7.98% | 加仓 |
| V先锋领航全球基金VCR |
| 0.59% | 0.61% | $344.7万 | 8,691股 | $319.2万 | 8,704股 | -13股-0.15% | 减仓 |
| V先锋领航全球基金VAW |
| 0.59% | 0.1% | $342.7万 | 1.5万股 | $54.8万 | 2,334股 | +1.3万股+541.82% | 加仓 |
| V先锋领航全球基金VIS |
| 0.59% | 0.6% | $341.4万 | 9,474股 | $314.3万 | 9,534股 | -60股-0.63% | 减仓 |
| V先锋领航全球基金VFH |
| 0.5% | 0.52% | $288.5万 | 2.2万股 | $275.0万 | 2.2万股 | +21股+0.10% | 加仓 |
| G通用动力VTI |
| 0.42% | 0.49% | $242.0万 | 6,539股 | $257.6万 | 7,719股 | -1,180股-15.29% | 减仓 |
 可口可乐KO |
| 0.36% | — | $208.3万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| V先锋领航国际股票指数基金VSS |
| 0.28% | 0.31% | $164.3万 | 1.1万股 | $163.9万 | 1.1万股 | -27股-0.25% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.27% | $146.5万 | 1,962股 | $142.8万 | 2,113股 | -151股-7.15% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.24% | 0.26% | $137.7万 | 1.8万股 | $137.4万 | 1.8万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.23% | 0.21% | $131.0万 | 6,549股 | $109.3万 | 6,005股 | +544股+9.06% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.21% | 0.23% | $122.2万 | 2,985股 | $121.8万 | 3,285股 | -300股-9.13% | 减仓 |
 亚马逊AMZN |
| 0.2% | 0.21% | $115.3万 | 4,837股 | $108.3万 | 4,893股 | -56股-1.14% | 减仓 |
| S嘉信·USSCHX |
| 0.18% | 0.18% | $105.4万 | 3.6万股 | $94.4万 | 3.5万股 | +385股+1.09% | 加仓 |
| V先锋领航全球基金VDE |
| 0.17% | 0.21% | $99.5万 | 6,629股 | $109.3万 | 6,631股 | -2股-0.03% | 减仓 |
| V先锋领航全球基金VDC |
| 0.16% | 0.18% | $94.8万 | 4,206股 | $95.4万 | 4,189股 | +17股+0.41% | 加仓 |
 微软MSFT |
| 0.13% | 0.11% | $74.1万 | 1,986股 | $59.3万 | 1,585股 | +401股+25.30% | 加仓 |
