| G通用动力VTI |
| 13.04% | 12.89% | $5,129.5万 | 13.9万股 | $4,315.6万 | 13.5万股 | +4,097股+3.05% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 8.24% | 9.82% | $3,241.9万 | 65.1万股 | $3,286.2万 | 66.0万股 | -8,838股-1.34% | 减仓 |
| I景顺QQQ信托VOO |
| 6.22% | — | $2,446.4万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| V先锋领航·INSTL INDEX FDVBIL |
| 6.02% | 6.37% | $2,368.3万 | 31.3万股 | $2,131.8万 | 28.2万股 | +3.1万股+11.05% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 4.79% | 4.82% | $1,883.8万 | 12.0万股 | $1,612.7万 | 11.7万股 | +3,437股+2.95% | 加仓 |
 微软MSFT |
| 4.72% | 0.88% | $1,858.1万 | 5.0万股 | $295.0万 | 7,968股 | +4.2万股+525.15% | 加仓 |
| IiShares安硕信托SGOV |
| 3.52% | 4.52% | $1,386.8万 | 13.8万股 | $1,513.6万 | 15.0万股 | -1.3万股-8.39% | 减仓 |
| V先锋领航指数基金VB |
| 3.29% | 3.15% | $1,294.0万 | 4.3万股 | $1,052.9万 | 4.0万股 | +2,489股+6.19% | 加仓 |
| V先锋领航指数基金VTV |
| 3.15% | 3.44% | $1,239.6万 | 5.7万股 | $1,152.7万 | 5.9万股 | -1,870股-3.18% | 减仓 |
| V先锋领航·MIDVO |
| 3.11% | 3.07% | $1,225.7万 | 15.2万股 | $1,029.3万 | 3.6万股 | +11.6万股+324.44% | 加仓 |
| IiShares安硕信托IVV |
| 2.91% | 3.06% | $1,146.9万 | 1.5万股 | $1,024.5万 | 1.6万股 | -369股-2.35% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 2.86% | 3.02% | $1,124.0万 | 25.3万股 | $1,011.3万 | 26.0万股 | -6,846股-2.63% | 减仓 |
| CCHIME FINLCHYM |
| 2.41% | 2.09% | $948.9万 | 46.3万股 | $699.0万 | 37.3万股 | +9.0万股+24.14% | 加仓 |
| V先锋领航指数基金VV |
| 1.91% | 1.81% | $750.7万 | 2.2万股 | $605.6万 | 2.0万股 | +1,561股+7.70% | 加仓 |
| IiShares安硕信托IDEV |
| 1.72% | 1.91% | $678.5万 | 7.6万股 | $638.5万 | 7.6万股 | -172股-0.23% | 减仓 |
| SSPDR道富指数基金SPDW |
| 1.71% | 1.65% | $674.5万 | 13.4万股 | $551.2万 | 12.1万股 | +1.3万股+10.86% | 加仓 |
 苹果AAPL |
| 1.71% | 1.77% | $671.6万 | 2.3万股 | $592.0万 | 2.3万股 | -116股-0.50% | 减仓 |
 英伟达NVDA |
| 1.59% | 1.62% | $626.4万 | 3.1万股 | $543.2万 | 3.1万股 | +158股+0.51% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.58% | 1.57% | $621.6万 | 12.0万股 | $525.6万 | 11.2万股 | +8,003股+7.14% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.5% | 1.49% | $591.4万 | 6.1万股 | $497.9万 | 5.6万股 | +5,191股+9.25% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.44% | 1.58% | $567.2万 | 6.6万股 | $528.5万 | 6.9万股 | -2,192股-3.20% | 减仓 |
| IiShares安硕信托LQD |
| 1.1% | 1.32% | $434.1万 | 4.0万股 | $440.7万 | 4.0万股 | -631股-1.56% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.88% | 1.07% | $344.6万 | 4.5万股 | $356.8万 | 4.6万股 | -1,307股-2.83% | 减仓 |
| V先锋领航指数基金VUG |
| 0.83% | 0.83% | $328.0万 | 3.8万股 | $278.4万 | 6,373股 | +3.2万股+497.55% | 加仓 |
| FFIREFLY AEROSPACEFLY |
| 0.83% | 1.26% | $327.0万 | 11.1万股 | $422.2万 | 14.8万股 | -3.7万股-25.00% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.75% | 0.8% | $295.5万 | 5.0万股 | $268.0万 | 5.0万股 | -82股-0.17% | 减仓 |
 谷歌AGOOGL |
| 0.68% | 0.67% | $269.2万 | 7,533股 | $223.4万 | 7,770股 | -237股-3.05% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.65% | 0.66% | $255.7万 | 3,424股 | $221.3万 | 3,403股 | +21股+0.62% | 加仓 |
| IiShares安硕信托IVLU |
| 0.63% | 0.7% | $248.3万 | 5.9万股 | $235.6万 | 5.9万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.61% | 0.64% | $238.9万 | 1.0万股 | $213.5万 | 1.0万股 | -229股-2.23% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.61% | 0.72% | $238.9万 | 4.9万股 | $241.5万 | 5.0万股 | -939股-1.87% | 减仓 |
 美光科技MU |
| 0.6% | 0.25% | $237.0万 | 2,053股 | $82.4万 | 2,439股 | -386股-15.83% | 减仓 |
 家得宝HD |
| 0.54% | 0.6% | $213.5万 | 6,054股 | $201.7万 | 6,133股 | -79股-1.29% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.52% | 0.57% | $202.8万 | 1.3万股 | $191.6万 | 1.3万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.51% | 0.6% | $200.9万 | 2.1万股 | $201.2万 | 2.1万股 | -172股-0.82% | 减仓 |
| IiShares安硕·U S ETF TRIAK |
| 0.5% | 0.6% | $195.7万 | 2.1万股 | $200.1万 | 2.2万股 | -656股-3.03% | 减仓 |
 沃尔玛WMT |
| 0.5% | 0.64% | $195.1万 | 1.7万股 | $212.7万 | 1.7万股 | +110股+0.64% | 加仓 |
 AMD超威AMD |
| 0.45% | 0.18% | $175.9万 | 3,028股 | $61.6万 | 3,028股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.44% | 0.5% | $172.0万 | 3,438股 | $168.6万 | 3,518股 | -80股-2.27% | 减仓 |
 博通AVGO |
| 0.41% | 0.41% | $161.3万 | 4,271股 | $136.7万 | 4,416股 | -145股-3.28% | 减仓 |
 摩根大通JPM |
| 0.39% | 0.42% | $152.7万 | 4,665股 | $139.6万 | 4,744股 | -79股-1.67% | 减仓 |
 好市多COST |
| 0.38% | 0.53% | $150.9万 | 1,613股 | $177.5万 | 1,781股 | -168股-9.43% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.38% | 0.37% | $149.8万 | 4,241股 | $123.4万 | 4,301股 | -60股-1.40% | 减仓 |
| V先锋领航·TOTALBND |
| 0.38% | 0.42% | $149.2万 | 2.0万股 | $139.2万 | 1.9万股 | +1,432股+7.58% | 加仓 |
 埃克森美孚XOM |
| 0.35% | 0.51% | $136.4万 | 9,977股 | $171.0万 | 1.0万股 | -100股-0.99% | 减仓 |
 万事达MA |
| 0.32% | 0.4% | $125.1万 | 2,436股 | $133.9万 | 2,679股 | -243股-9.07% | 减仓 |
 强生JNJ |
| 0.28% | 0.32% | $110.7万 | 4,359股 | $107.5万 | 4,399股 | -40股-0.91% | 减仓 |
 特斯拉TSLA |
| 0.27% | 0.29% | $106.1万 | 2,523股 | $96.3万 | 2,591股 | -68股-2.62% | 减仓 |
 Meta平台META |
| 0.25% | 0.29% | $98.7万 | 1,753股 | $98.1万 | 1,714股 | +39股+2.28% | 加仓 |
 默沙东MRK |
| 0.24% | 0.27% | $96.4万 | 7,500股 | $89.9万 | 7,476股 | +24股+0.32% | 加仓 |
