| V先锋领航指数基金VTV |
| 24.06% | 25.2% | $1.89亿 | 86.9万股 | $1.69亿 | 86.2万股 | +7,419股+0.86% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 23.35% | 23.09% | $1.84亿 | 543.1万股 | $1.55亿 | 531.8万股 | +11.3万股+2.12% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.79% | 3.14% | $2,984.4万 | 4.0万股 | $2,108.5万 | 3.2万股 | +7,542股+23.26% | 加仓 |
| IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF |
| 2.65% | 1.99% | $2,085.9万 | 50.9万股 | $1,333.0万 | 34.2万股 | +16.7万股+48.84% | 加仓 |
 苹果AAPL |
| 2.41% | 2.16% | $1,894.5万 | 6.5万股 | $1,445.8万 | 5.7万股 | +8,504股+14.93% | 加仓 |
| V先锋领航指数基金VUG |
| 2.12% | 2.1% | $1,670.1万 | 19.4万股 | $1,405.5万 | 3.2万股 | +16.2万股+502.54% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.61% | 1.63% | $1,266.1万 | 1.8万股 | $1,095.3万 | 1.8万股 | +241股+1.36% | 加仓 |
| V先锋领航指数基金VOO |
| 1.45% | 1.47% | $1,137.4万 | 1.7万股 | $985.3万 | 1.6万股 | +71股+0.43% | 加仓 |
| S嘉信策略信托SCHF |
| 1.35% | 1.35% | $1,063.7万 | 38.4万股 | $907.9万 | 36.7万股 | +1.7万股+4.68% | 加仓 |
| V先锋领航指数基金VB |
| 1.33% | 1.33% | $1,044.3万 | 3.4万股 | $889.1万 | 3.4万股 | +507股+1.49% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 1.32% | 1.37% | $1,037.3万 | 3.1万股 | $920.8万 | 3.1万股 | -577股-1.85% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.3% | 1.31% | $1,025.0万 | 29.4万股 | $879.9万 | 28.9万股 | +5,947股+2.06% | 加仓 |
 英伟达NVDA |
| 1.17% | 1.12% | $923.3万 | 4.6万股 | $749.3万 | 4.3万股 | +3,178股+7.40% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.17% | 1.17% | $918.4万 | 2.6万股 | $782.3万 | 2.7万股 | -1,280股-4.69% | 减仓 |
| G通用动力VTI |
| 0.95% | 0.94% | $749.9万 | 2.0万股 | $632.8万 | 2.0万股 | +542股+2.75% | 加仓 |
 微软MSFT |
| 0.94% | 1.09% | $738.9万 | 2.0万股 | $729.4万 | 2.0万股 | +104股+0.53% | 加仓 |
| SSEI INVTSSEIC |
| 0.82% | 0.9% | $648.5万 | 7.4万股 | $602.5万 | 7.7万股 | -2,844股-3.70% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.79% | 0.85% | $623.6万 | 10.4万股 | $568.4万 | 10.5万股 | -679股-0.65% | 减仓 |
 亚马逊AMZN |
| 0.79% | 0.78% | $622.6万 | 2.6万股 | $526.6万 | 2.5万股 | +839股+3.32% | 加仓 |
| S嘉信·USSCHX |
| 0.77% | 0.79% | $607.5万 | 20.6万股 | $532.4万 | 20.8万股 | -1,232股-0.59% | 减仓 |
 强生JNJ |
| 0.73% | 0.83% | $571.7万 | 2.3万股 | $558.8万 | 2.3万股 | -351股-1.54% | 减仓 |
| IiShares安硕信托GVI |
| 0.66% | 0.61% | $516.2万 | 4.8万股 | $411.3万 | 3.9万股 | +9,226股+23.81% | 加仓 |
 谷歌AGOOGL |
| 0.65% | 0.6% | $508.0万 | 1.4万股 | $403.6万 | 1.4万股 | +180股+1.28% | 加仓 |
| IiShares安硕信托IVV |
| 0.63% | 0.64% | $496.5万 | 6,630股 | $428.3万 | 6,556股 | +74股+1.13% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.59% | 0.61% | $462.3万 | 4.5万股 | $406.2万 | 4.2万股 | +2,687股+6.43% | 加仓 |
| IiShares安硕信托IQLT |
| 0.57% | 0.63% | $451.0万 | 9.1万股 | $419.7万 | 9.1万股 | +232股+0.26% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.5% | 0.49% | $393.0万 | 13.6万股 | $331.1万 | 13.2万股 | +3,807股+2.89% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.48% | — | $377.2万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| C资本集团固定收益ETF信托CGMU |
| 0.45% | 0.5% | $354.7万 | 12.9万股 | $335.9万 | 12.4万股 | +5,429股+4.39% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.41% | 0.42% | $320.2万 | 4.5万股 | $284.8万 | 4.4万股 | +486股+1.09% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.4% | 0.47% | $318.4万 | 6,363股 | $312.3万 | 6,517股 | -154股-2.36% | 减仓 |
| IiShares安硕IEMG |
| 0.39% | 0.37% | $303.3万 | 3.7万股 | $251.4万 | 3.6万股 | +579股+1.61% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.38% | 0.4% | $299.0万 | 1.4万股 | $265.6万 | 1.4万股 | -220股-1.59% | 减仓 |
 LOARLOAR |
| 0.37% | 0.31% | $288.7万 | 3.6万股 | $206.6万 | 3.6万股 | -244股-0.68% | 减仓 |
 VisaV |
| 0.36% | 0.37% | $282.3万 | 8,230股 | $251.2万 | 8,311股 | -81股-0.97% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.32% | 0.23% | $251.3万 | 2.0万股 | $154.4万 | 3,621股 | +1.7万股+458.85% | 加仓 |
| IiShares安硕·COREIJR |
| 0.32% | 0.31% | $250.3万 | 1.7万股 | $206.6万 | 1.7万股 | +258股+1.55% | 加仓 |
 博通AVGO |
| 0.31% | 0.29% | $247.9万 | 6,564股 | $197.0万 | 6,366股 | +198股+3.11% | 加仓 |
 摩根大通JPM |
| 0.31% | 0.33% | $244.4万 | 7,467股 | $219.6万 | 7,466股 | +1股+0.01% | 加仓 |
 特斯拉TSLA |
| 0.31% | 0.31% | $243.1万 | 5,779股 | $207.9万 | 5,591股 | +188股+3.36% | 加仓 |
| IIBMIBM |
| 0.3% | 0.31% | $235.3万 | 8,366股 | $205.0万 | 8,457股 | -91股-1.08% | 减仓 |
 默沙东MRK |
| 0.29% | 0.32% | $232.0万 | 1.8万股 | $211.8万 | 1.8万股 | +445股+2.53% | 加仓 |
 卡特彼勒CAT |
| 0.29% | 0.23% | $226.7万 | 2,129股 | $152.2万 | 2,148股 | -19股-0.88% | 减仓 |
| H哈特福德·FDS EXCHANGE TRADEDHMOP |
| 0.28% | 0.25% | $217.5万 | 5.6万股 | $169.3万 | 4.4万股 | +1.2万股+27.12% | 加仓 |
 宝洁PG |
| 0.25% | 0.29% | $194.8万 | 1.3万股 | $192.9万 | 1.3万股 | -76股-0.57% | 减仓 |
| S嘉信策略信托SCHD |
| 0.24% | 0.24% | $189.8万 | 6.0万股 | $161.9万 | 5.3万股 | +7,065股+13.39% | 加仓 |
 思科CSCO |
| 0.24% | 0.19% | $185.1万 | 1.6万股 | $128.9万 | 1.7万股 | -856股-5.15% | 减仓 |
 Meta平台META |
| 0.23% | 0.3% | $184.3万 | 3,271股 | $201.5万 | 3,522股 | -251股-7.13% | 减仓 |
 万事达MA |
| 0.23% | 0.25% | $182.4万 | 3,552股 | $168.3万 | 3,368股 | +184股+5.46% | 加仓 |
| SSPDR道富系列信托HYMB |
| 0.23% | 0.26% | $181.0万 | 7.1万股 | $172.3万 | 6.9万股 | +1,669股+2.40% | 加仓 |
