| IiShares安硕信托IVV |
| 25.15% | 24.38% | $6,229.7万 | 8.3万股 | $5,374.4万 | 8.2万股 | +909股+1.10% | 加仓 |
| IiShares安硕信托AGG |
| 22.39% | 23.58% | $5,544.7万 | 56.0万股 | $5,198.5万 | 52.4万股 | +3.7万股+6.97% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 12.79% | 12.6% | $3,168.0万 | 20.2万股 | $2,778.2万 | 20.1万股 | +995股+0.50% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 8.75% | 9.31% | $2,168.1万 | 26.2万股 | $2,052.6万 | 24.8万股 | +1.4万股+5.75% | 加仓 |
| V先锋领航指数基金VB |
| 7.03% | 6.73% | $1,740.3万 | 5.7万股 | $1,484.3万 | 5.7万股 | +744股+1.31% | 加仓 |
| V先锋领航指数基金VUG |
| 4.26% | 4.03% | $1,054.9万 | 12.2万股 | $888.0万 | 2.0万股 | +10.2万股+502.41% | 加仓 |
| V先锋领航指数基金VTV |
| 4.05% | 3.98% | $1,002.8万 | 4.6万股 | $878.3万 | 4.5万股 | +1,249股+2.79% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.65% | 2.64% | $656.9万 | 11.0万股 | $581.4万 | 10.8万股 | +2,476股+2.30% | 加仓 |
| SSPDR黄金信托GLD |
| 2.41% | 3.06% | $595.6万 | 1.6万股 | $674.0万 | 1.6万股 | +504股+3.22% | 加仓 |
| V先锋领航全球基金VDE |
| 2.1% | 2.47% | $520.0万 | 3.5万股 | $545.0万 | 3.1万股 | +3,144股+9.98% | 加仓 |
| V先锋领航·MIDVO |
| 1.75% | 1.66% | $433.4万 | 5.4万股 | $365.5万 | 1.3万股 | +4.1万股+322.67% | 加仓 |
| V先锋领航·TOTALBND |
| 1.19% | 1.41% | $294.4万 | 4.0万股 | $311.9万 | 4.2万股 | -2,241股-5.29% | 减仓 |
 英伟达NVDA |
| 0.98% | 0.84% | $241.6万 | 1.2万股 | $184.7万 | 1.1万股 | +1,482股+13.99% | 加仓 |
 AMD超威AMD |
| 0.79% | 0.38% | $195.8万 | 3,370股 | $84.8万 | 4,170股 | -800股-19.18% | 减仓 |
 苹果AAPL |
| 0.7% | 0.48% | $174.0万 | 6,014股 | $106.7万 | 4,203股 | +1,811股+43.09% | 加仓 |
 微软MSFT |
| 0.32% | 0.31% | $78.9万 | 2,115股 | $69.3万 | 1,871股 | +244股+13.04% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.3% | 0.2% | $73.3万 | 2,073股 | $44.2万 | 1,542股 | +531股+34.44% | 加仓 |
 台积电TSM |
| 0.26% | — | $65.6万 | 1,374股 | $0 | 0股 | +1,374股 | 新买入 |
 ASSURANTAIZ |
| 0.24% | 0.23% | $58.4万 | 2,174股 | $51.7万 | 2,374股 | -200股-8.42% | 减仓 |
 Meta平台META |
| 0.21% | 0.23% | $52.3万 | 929股 | $50.3万 | 879股 | +50股+5.69% | 加仓 |
| G通用动力VTI |
| 0.2% | 0.2% | $50.1万 | 1,355股 | $43.5万 | 1,355股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.19% | 0.19% | $47.1万 | 5,625股 | $42.2万 | 5,625股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.19% | 0.1% | $46.0万 | 1,067股 | $23.0万 | 1,400股 | -333股-23.79% | 减仓 |
 家得宝HD |
| 0.18% | 0.11% | $44.5万 | 1,263股 | $24.9万 | 758股 | +505股+66.62% | 加仓 |
| IiShares安硕信托CMF |
| 0.17% | 0.19% | $43.2万 | 7,500股 | $42.6万 | 7,500股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.17% | 0.2% | $40.9万 | 4,660股 | $43.3万 | 4,660股 | 00.00% | 持仓不变 |
 Arm控股ARM |
| 0.13% | — | $32.1万 | 905股 | $0 | 0股 | +905股 | 新买入 |
 通用动力GD |
| 0.1% | 0.11% | $24.5万 | 691股 | $23.7万 | 691股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 0.1% | — | $23.8万 | 600股 | $0 | 0股 | +600股 | 新买入 |
| IIBMIBM |
| 0.09% | 0.09% | $23.5万 | 834股 | $20.2万 | 834股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.09% | — | $21.7万 | 910股 | $0 | 0股 | +910股 | 新买入 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.08% | — | $20.1万 | 2,290股 | $0 | 0股 | +2,290股 | 新买入 |
