| V先锋领航指数基金VOO |
| 46.19% | 44.76% | $1.08亿 | 15.8万股 | $9,070.0万 | 15.2万股 | +5,995股+3.95% | 加仓 |
| IiShares安硕信托ITOT |
| 14.52% | 15.48% | $3,407.5万 | 20.7万股 | $3,137.0万 | 22.0万股 | -1.3万股-5.82% | 减仓 |
 NORTHEAST BK PORTLAND MENBN |
| 7.93% | 7.8% | $1,861.5万 | 14.0万股 | $1,579.8万 | 14.1万股 | -126股-0.09% | 减仓 |
| V先锋领航指数基金VXF |
| 4% | 3.35% | $939.4万 | 3.8万股 | $678.2万 | 3.3万股 | +5,200股+15.78% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.02% | 3.06% | $707.6万 | 9.9万股 | $619.1万 | 9.7万股 | +2,687股+2.78% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.8% | 2.87% | $657.6万 | 11.0万股 | $582.3万 | 10.8万股 | +2,434股+2.26% | 加仓 |
| G通用动力VTI |
| 1.91% | 3.04% | $447.6万 | 1.2万股 | $616.2万 | 1.9万股 | -7,113股-37.03% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.73% | 1.62% | $406.4万 | 1.2万股 | $327.6万 | 1.1万股 | +82股+0.72% | 加仓 |
| IiShares安硕IEMG |
| 1.66% | 1.63% | $389.2万 | 4.7万股 | $331.1万 | 4.7万股 | -490股-1.03% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.36% | 1.37% | $318.7万 | 4,268股 | $276.7万 | 4,254股 | +14股+0.33% | 加仓 |
 微软MSFT |
| 1.34% | 1.51% | $314.2万 | 8,424股 | $306.9万 | 8,290股 | +134股+1.62% | 加仓 |
| F富达·COMWLTH TRONEQ |
| 1.32% | 1.26% | $309.4万 | 3.0万股 | $254.5万 | 3.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.03% | 0.95% | $242.0万 | 6,772股 | $191.9万 | 6,673股 | +99股+1.48% | 加仓 |
| IiShares安硕信托IEFA |
| 1% | 1.03% | $233.8万 | 2.4万股 | $209.3万 | 2.3万股 | +1,081股+4.67% | 加仓 |
 苹果AAPL |
| 0.96% | 0.94% | $225.2万 | 7,782股 | $191.2万 | 7,533股 | +249股+3.31% | 加仓 |
 亚马逊AMZN |
| 0.86% | 0.85% | $200.6万 | 8,418股 | $172.2万 | 8,270股 | +148股+1.79% | 加仓 |
 星巴克SBUX |
| 0.68% | 0.69% | $159.9万 | 1.6万股 | $139.8万 | 1.6万股 | +34股+0.22% | 加仓 |
| V先锋领航指数基金VB |
| 0.6% | 0.6% | $140.8万 | 4,644股 | $121.6万 | 4,643股 | +1股+0.02% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.59% | 0.62% | $138.1万 | 5,835股 | $125.5万 | 5,835股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.57% | 0.58% | $133.9万 | 8,534股 | $118.0万 | 8,533股 | +1股+0.01% | 加仓 |
 英伟达NVDA |
| 0.47% | 0.44% | $111.1万 | 5,551股 | $89.8万 | 5,147股 | +404股+7.85% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.45% | 0.47% | $106.5万 | 1.3万股 | $95.5万 | 1.3万股 | +1股+0.01% | 加仓 |
| S道富SPYX |
| 0.41% | 0.41% | $95.8万 | 1.6万股 | $83.2万 | 1.6万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.39% | 0.45% | $90.9万 | 1,613股 | $90.3万 | 1,579股 | +34股+2.15% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.37% | 0.42% | $85.8万 | 3.6万股 | $85.8万 | 3.5万股 | +177股+0.50% | 加仓 |
 VisaV |
| 0.32% | 0.33% | $76.1万 | 2,218股 | $66.1万 | 2,187股 | +31股+1.42% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.32% | 0.35% | $75.2万 | 1,503股 | $71.1万 | 1,484股 | +19股+1.28% | 加仓 |
| S嘉信策略信托SCHF |
| 0.31% | 0.32% | $73.3万 | 2.6万股 | $65.5万 | 2.6万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.31% | 0.31% | $73.0万 | 1,735股 | $62.8万 | 1,688股 | +47股+2.78% | 加仓 |
| IiShares安硕信托IVV |
| 0.25% | 0.25% | $58.5万 | 780股 | $51.0万 | 779股 | +1股+0.13% | 加仓 |
 摩根大通JPM |
| 0.23% | 0.23% | $54.1万 | 1,653股 | $47.1万 | 1,601股 | +52股+3.25% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.22% | 0.21% | $51.4万 | 5,850股 | $43.0万 | 1,170股 | +4,680股+400.00% | 加仓 |
| TTOAST CL ATOST |
| 0.21% | 0.23% | $48.6万 | 1.7万股 | $46.3万 | 1.7万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.2% | 0.2% | $47.8万 | 1.6万股 | $41.4万 | 1.6万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.19% | 0.17% | $44.3万 | 602股 | $34.8万 | 602股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 0.17% | 0.18% | $40.9万 | 1,190股 | $35.6万 | 1,190股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.17% | 0.13% | $39.9万 | 3,399股 | $25.7万 | 3,314股 | +85股+2.56% | 加仓 |
| V先锋领航指数基金VUG |
| 0.17% | 0.16% | $39.0万 | 4,524股 | $32.9万 | 754股 | +3,770股+500.00% | 加仓 |
| V先锋领航全球基金VGT |
| 0.14% | 0.12% | $32.6万 | 2,728股 | $23.8万 | 341股 | +2,387股+700.00% | 加仓 |
 GRAYSCALE BITCOIN TRUST ETFGBTC |
| 0.12% | 0.16% | $27.8万 | 6,115股 | $32.3万 | 6,115股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPTM |
| 0.11% | 0.11% | $26.6万 | 2,927股 | $23.1万 | 2,927股 | 00.00% | 持仓不变 |
 财捷INTU |
| 0.11% | 0.22% | $26.4万 | 1,010股 | $43.7万 | 1,011股 | -1股-0.10% | 减仓 |
| EEBAY COMEBAY |
| 0.1% | — | $22.7万 | 2,035股 | $0 | 0股 | +2,035股 | 新买入 |
| IiShares黄金信托IAU |
| 0.09% | 0.12% | $20.8万 | 2,750股 | $24.2万 | 2,750股 | 00.00% | 持仓不变 |
| IiShares安硕信托IGM |
| 0.09% | — | $20.6万 | 1,260股 | $0 | 0股 | +1,260股 | 新买入 |
