| V先锋领航·SPECIALIZED FUNDSVIG |
| 13.95% | 14.24% | $2,943.0万 | 12.4万股 | $2,728.7万 | 12.4万股 | +217股+0.17% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 12.8% | 13.96% | $2,699.9万 | 34.2万股 | $2,674.8万 | 33.5万股 | +6,152股+1.83% | 加仓 |
| S嘉信策略信托SCHD |
| 12.1% | 11.69% | $2,553.9万 | 80.5万股 | $2,238.7万 | 81.6万股 | -1.1万股-1.32% | 减仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 10.47% | 11.48% | $2,209.2万 | 53.8万股 | $2,199.8万 | 57.6万股 | -3.8万股-6.61% | 减仓 |
| V先锋领航STAR基金VXUS |
| 9.32% | 6.72% | $1,967.2万 | 23.0万股 | $1,287.7万 | 17.1万股 | +5.9万股+34.82% | 加仓 |
| C资本集团股息价值CCBG |
| 6.48% | 6.04% | $1,366.8万 | 27.7万股 | $1,156.2万 | 26.5万股 | +1.2万股+4.69% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 5.8% | 6.03% | $1,223.5万 | 36.2万股 | $1,156.0万 | 35.4万股 | +7,157股+2.02% | 加仓 |
| V先锋领航·TOTALBND |
| 5.08% | 5.63% | $1,072.5万 | 14.6万股 | $1,079.0万 | 14.6万股 | +430股+0.30% | 加仓 |
| C资本集团成长ETFCGGR |
| 4.8% | 4.76% | $1,013.1万 | 21.5万股 | $912.4万 | 20.5万股 | +9,463股+4.61% | 加仓 |
| S嘉信策略信托SCHM |
| 3.83% | 3.36% | $808.5万 | 21.9万股 | $643.9万 | 21.4万股 | +5,135股+2.40% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 3.75% | 4.31% | $791.1万 | 17.2万股 | $825.2万 | 17.8万股 | -6,478股-3.63% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 2.5% | 2.67% | $527.4万 | 4.2万股 | $511.3万 | 1.1万股 | +3.2万股+293.10% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.23% | 2.21% | $469.9万 | 10.6万股 | $423.6万 | 10.7万股 | -1,051股-0.98% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.86% | 2.14% | $393.4万 | 7.8万股 | $409.7万 | 8.1万股 | -3,196股-3.95% | 减仓 |
 强生JNJ |
| 1.32% | 1.18% | $277.7万 | 1.1万股 | $226.2万 | 1.1万股 | +5股+0.05% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.76% | 0.77% | $161.3万 | 3,939股 | $146.8万 | 3,930股 | +9股+0.23% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.58% | 0.61% | $122.8万 | 4.2万股 | $117.1万 | 4.5万股 | -2,252股-5.04% | 减仓 |
 应用材料AMAT |
| 0.39% | 0.16% | $83.0万 | 1,149股 | $29.9万 | 1,162股 | -13股-1.12% | 减仓 |
 苹果AAPL |
| 0.33% | 0.46% | $70.1万 | 2,424股 | $88.1万 | 3,242股 | -818股-25.23% | 减仓 |
 特斯拉TSLA |
| 0.26% | 0.31% | $55.5万 | 1,320股 | $59.4万 | 1,320股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.25% | 0.25% | $52.4万 | 1,482股 | $47.1万 | 1,501股 | -19股-1.27% | 减仓 |
 谷歌AGOOGL |
| 0.22% | 0.22% | $46.7万 | 1,306股 | $41.5万 | 1,327股 | -21股-1.58% | 减仓 |
 微软MSFT |
| 0.18% | 0.26% | $38.0万 | 1,019股 | $50.5万 | 1,045股 | -26股-2.49% | 减仓 |
 AMD超威AMD |
| 0.17% | — | $36.1万 | 622股 | $0 | 0股 | +622股 | 新买入 |
 亚马逊AMZN |
| 0.16% | 0.18% | $34.0万 | 1,428股 | $34.4万 | 1,491股 | -63股-4.23% | 减仓 |
| AAEHR TEST SYSAEHR |
| 0.12% | — | $25.1万 | 2,610股 | $0 | 0股 | +2,610股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.12% | 0.14% | $25.0万 | 499股 | $27.1万 | 540股 | -41股-7.59% | 减仓 |
| EENERGY TRANSFER L PET |
| 0.1% | 0.09% | $20.4万 | 1.1万股 | $17.5万 | 1.1万股 | +53股+0.50% | 加仓 |
| TTURN THERAPEUTICS INCTTRX |
| 0.05% | — | $11.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
