| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 12.56% | 12.07% | $4,677.3万 | 138.2万股 | $3,935.1万 | 135.1万股 | +3.1万股+2.32% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 11.18% | 10.93% | $4,163.6万 | 119.6万股 | $3,563.6万 | 116.8万股 | +2.8万股+2.37% | 加仓 |
| IiShares安硕信托IDEV |
| 10.37% | 10.74% | $3,860.7万 | 43.4万股 | $3,502.2万 | 41.9万股 | +1.5万股+3.50% | 加仓 |
| V先锋领航指数基金VTV |
| 8.14% | 8.27% | $3,029.6万 | 13.9万股 | $2,695.7万 | 13.7万股 | +1,619股+1.18% | 加仓 |
| V先锋领航指数基金VUG |
| 8.03% | 7.78% | $2,989.1万 | 34.7万股 | $2,538.1万 | 5.8万股 | +28.9万股+497.18% | 加仓 |
| V先锋领航·TOTALBND |
| 5.93% | 6.5% | $2,206.4万 | 30.1万股 | $2,119.9万 | 28.8万股 | +1.3万股+4.40% | 加仓 |
| IiShares安硕IEMG |
| 5.72% | 5.43% | $2,130.3万 | 25.7万股 | $1,771.8万 | 25.4万股 | +3,142股+1.24% | 加仓 |
| V先锋领航指数基金VBK |
| 4.08% | 3.81% | $1,519.9万 | 4.2万股 | $1,242.1万 | 4.1万股 | +465股+1.13% | 加仓 |
| V先锋领航·SMALLVBR |
| 3.75% | 3.74% | $1,397.9万 | 5.8万股 | $1,219.1万 | 5.6万股 | +1,414股+2.52% | 加仓 |
| IiShares安硕信托IEFA |
| 3.73% | 4.09% | $1,388.3万 | 14.4万股 | $1,334.2万 | 14.7万股 | -3,623股-2.46% | 减仓 |
| IiShares安硕信托GVI |
| 3.29% | 3.52% | $1,224.8万 | 11.4万股 | $1,147.1万 | 10.8万股 | +5,737股+5.31% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.37% | 2.4% | $881.1万 | 12.4万股 | $782.0万 | 12.2万股 | +1,630股+1.34% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.36% | 1.49% | $507.8万 | 10.5万股 | $484.5万 | 10.1万股 | +4,018股+3.98% | 加仓 |
| VVanEck ETF信托HYD |
| 1.29% | 1.42% | $479.7万 | 9.3万股 | $464.5万 | 9.3万股 | +498股+0.54% | 加仓 |
 苹果AAPL |
| 1% | 1% | $372.9万 | 1.3万股 | $327.2万 | 1.3万股 | -8股-0.06% | 减仓 |
| V先锋领航指数基金VOO |
| 0.9% | 0.87% | $335.1万 | 4,878股 | $284.4万 | 4,759股 | +119股+2.50% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.75% | 0.82% | $277.4万 | 5.5万股 | $267.5万 | 5.4万股 | +1,675股+3.13% | 加仓 |
| S道富SPHY |
| 0.74% | 0.81% | $274.4万 | 11.7万股 | $262.6万 | 11.3万股 | +4,466股+3.97% | 加仓 |
| I景顺QQQ信托VOO |
| 0.74% | 0.66% | $274.4万 | 3,726股 | $215.1万 | 3,726股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.6% | 0.56% | $223.7万 | 6,330股 | $182.8万 | 6,373股 | -43股-0.67% | 减仓 |
| VVANECK JPMEMLC |
| 0.54% | 0.59% | $202.6万 | 7.9万股 | $192.1万 | 7.7万股 | +2,740股+3.58% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 0.52% | 0.56% | $192.5万 | 2.9万股 | $181.1万 | 2.8万股 | +1,064股+3.86% | 加仓 |
 微软MSFT |
| 0.48% | 0.55% | $179.3万 | 4,806股 | $178.4万 | 4,820股 | -14股-0.29% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.46% | 0.45% | $170.4万 | 7,702股 | $146.9万 | 7,746股 | -44股-0.57% | 减仓 |
 英伟达NVDA |
| 0.46% | 0.45% | $169.5万 | 8,469股 | $147.0万 | 8,429股 | +40股+0.47% | 加仓 |
 谷歌AGOOGL |
| 0.44% | 0.39% | $164.8万 | 4,610股 | $128.3万 | 4,460股 | +150股+3.36% | 加仓 |
 AMD超威AMD |
| 0.44% | 0.17% | $162.2万 | 2,793股 | $56.3万 | 2,766股 | +27股+0.98% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.42% | 0.39% | $158.0万 | 4,012股 | $127.1万 | 4,051股 | -39股-0.96% | 减仓 |
 亚马逊AMZN |
| 0.42% | 0.42% | $157.2万 | 6,594股 | $135.4万 | 6,499股 | +95股+1.46% | 加仓 |
| S嘉信·USSCHX |
| 0.41% | 0.4% | $151.7万 | 5.2万股 | $131.0万 | 5.1万股 | +483股+0.95% | 加仓 |
 特斯拉TSLA |
| 0.38% | 0.38% | $141.0万 | 3,353股 | $124.1万 | 3,339股 | +14股+0.42% | 加仓 |
 DraftKingsDKNG |
| 0.35% | 0.34% | $130.4万 | 5.2万股 | $111.6万 | 5.2万股 | 00.00% | 持仓不变 |
 安费诺APH |
| 0.35% | 0.29% | $128.6万 | 7,296股 | $93.8万 | 7,423股 | -127股-1.71% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.32% | 0.38% | $120.8万 | 5.0万股 | $123.3万 | 5.1万股 | -739股-1.45% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.31% | 0.31% | $113.8万 | 1.9万股 | $100.8万 | 1.9万股 | +407股+2.18% | 加仓 |
 POPULARBPOP |
| 0.27% | 0.26% | $101.9万 | 6,207股 | $83.2万 | 6,204股 | +3股+0.05% | 加仓 |
 好市多COST |
| 0.24% | 0.29% | $88.3万 | 944股 | $95.3万 | 956股 | -12股-1.26% | 减仓 |
 摩根大通JPM |
| 0.23% | 0.25% | $87.4万 | 2,670股 | $81.1万 | 2,756股 | -86股-3.12% | 减仓 |
| IiShares安硕信托USMV |
| 0.23% | 0.22% | $86.9万 | 9,007股 | $72.6万 | 7,830股 | +1,177股+15.03% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.21% | 0.23% | $77.6万 | 1.5万股 | $76.0万 | 1.5万股 | +110股+0.72% | 加仓 |
 台积电TSM |
| 0.21% | 0.17% | $77.3万 | 1,618股 | $54.2万 | 1,605股 | +13股+0.81% | 加仓 |
 VisaV |
| 0.2% | 0.2% | $75.6万 | 2,203股 | $66.6万 | 2,203股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.19% | 0.22% | $72.6万 | 1,413股 | $70.6万 | 1,412股 | +1股+0.07% | 加仓 |
 博通AVGO |
| 0.19% | 0.18% | $71.8万 | 1,900股 | $58.0万 | 1,873股 | +27股+1.44% | 加仓 |
 星座能源CEG |
| 0.19% | 0.24% | $70.1万 | 2,821股 | $79.3万 | 2,838股 | -17股-0.60% | 减仓 |
 Meta平台META |
| 0.17% | 0.2% | $64.2万 | 1,139股 | $65.2万 | 1,139股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.17% | 0.25% | $63.1万 | 4,612股 | $80.2万 | 4,726股 | -114股-2.41% | 减仓 |
 美光科技MU |
| 0.16% | — | $58.8万 | 509股 | $0 | 0股 | +509股 | 新买入 |
 应用材料AMAT |
| 0.15% | 0.08% | $56.1万 | 776股 | $27.1万 | 794股 | -18股-2.27% | 减仓 |
| IiShares安硕信托GVI |
| 0.15% | 0.07% | $55.6万 | 5,219股 | $22.8万 | 2,137股 | +3,082股+144.22% | 加仓 |
