| V先锋领航·FTSEVEA |
| 10.24% | 10.37% | $3.74亿 | 527.3万股 | $3.22亿 | 474.1万股 | +53.2万股+11.22% | 加仓 |
| G通用动力VTI |
| 5.93% | 5.11% | $2.17亿 | 58.2万股 | $1.59亿 | 47.5万股 | +10.7万股+22.41% | 加仓 |
| V先锋领航·FSTEVWO |
| 5.85% | 5.98% | $2.14亿 | 357.2万股 | $1.85亿 | 328.1万股 | +29.1万股+8.86% | 加仓 |
| V先锋领航指数基金VOO |
| 3.9% | 3.89% | $1.43亿 | 20.6万股 | $1.21亿 | 19.4万股 | +1.2万股+5.94% | 加仓 |
| IiShares安硕信托IEFA |
| 3.16% | 3.56% | $1.16亿 | 118.9万股 | $1.11亿 | 115.8万股 | +3.1万股+2.64% | 加仓 |
| V先锋领航斯科茨代尔基金VTC |
| 3.05% | 3.37% | $1.12亿 | 147.0万股 | $1.04亿 | 135.6万股 | +11.3万股+8.37% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.99% | 2.57% | $1.09亿 | 216.8万股 | $7,959.6万 | 158.8万股 | +58.0万股+36.54% | 加仓 |
| IiShares安硕信托GJS |
| 2.89% | 3.23% | $1.06亿 | 467.2万股 | $1.00亿 | 437.0万股 | +30.2万股+6.90% | 加仓 |
 英伟达NVDA |
| 2.87% | 2.66% | $1.05亿 | 49.8万股 | $8,239.7万 | 45.3万股 | +4.5万股+10.02% | 加仓 |
 苹果AAPL |
| 2.6% | 2.38% | $9,518.8万 | 30.2万股 | $7,388.3万 | 28.5万股 | +1.7万股+5.78% | 加仓 |
| IiShares安硕IEMG |
| 2% | 2.14% | $7,302.4万 | 89.8万股 | $6,644.0万 | 89.6万股 | +1,841股+0.21% | 加仓 |
 谷歌AGOOGL |
| 1.43% | 1.52% | $5,227.9万 | 14.6万股 | $4,707.2万 | 14.8万股 | -1,979股-1.33% | 减仓 |
| IiShares安硕信托GVI |
| 1.4% | 1.63% | $5,109.6万 | 47.7万股 | $5,044.1万 | 47.2万股 | +5,016股+1.06% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.33% | 1.62% | $4,874.8万 | 13.7万股 | $5,023.4万 | 16.0万股 | -2.2万股-13.97% | 减仓 |
 亚马逊AMZN |
| 1.18% | 1.21% | $4,299.0万 | 17.5万股 | $3,748.0万 | 16.9万股 | +5,821股+3.44% | 加仓 |
 微软MSFT |
| 1.07% | 1.28% | $3,926.6万 | 10.2万股 | $3,976.2万 | 10.6万股 | -4,261股-4.01% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.98% | 1.06% | $3,574.8万 | 74.4万股 | $3,294.8万 | 68.2万股 | +6.1万股+8.95% | 加仓 |
 帕兰提尔PLTR |
| 0.91% | 1.2% | $3,337.8万 | 26.3万股 | $3,735.4万 | 26.5万股 | -2,122股-0.80% | 减仓 |
 博通AVGO |
| 0.87% | 0.87% | $3,180.8万 | 8.0万股 | $2,686.8万 | 7.7万股 | +2,896股+3.78% | 加仓 |
 Meta平台META |
| 0.83% | 0.94% | $3,037.1万 | 4.5万股 | $2,914.7万 | 4.8万股 | -2,210股-4.64% | 减仓 |
| S嘉信策略信托SCHF |
| 0.83% | 0.88% | $3,020.6万 | 109.6万股 | $2,714.1万 | 103.7万股 | +6.0万股+5.76% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.75% | 0.9% | $2,746.9万 | 17.8万股 | $2,776.7万 | 18.1万股 | -3,254股-1.80% | 减仓 |
| I景顺QQQ信托VOO |
| 0.71% | 0.72% | $2,604.2万 | 3.6万股 | $2,241.4万 | 3.7万股 | -1,086股-2.94% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.7% | 0.38% | $2,569.6万 | 30.1万股 | $1,176.3万 | 14.5万股 | +15.6万股+107.92% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.7% | 0.48% | $2,544.6万 | 30.5万股 | $1,501.7万 | 19.0万股 | +11.5万股+60.74% | 加仓 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 0.67% | 0.63% | $2,443.6万 | 24.4万股 | $1,940.9万 | 19.5万股 | +5.0万股+25.44% | 加仓 |
 特斯拉TSLA |
| 0.63% | 0.62% | $2,296.3万 | 5.6万股 | $1,920.5万 | 5.6万股 | +366股+0.65% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.54% | 0.58% | $1,960.1万 | 53.2万股 | $1,791.5万 | 48.3万股 | +4.9万股+10.12% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.53% | 0.58% | $1,942.6万 | 3.9万股 | $1,793.4万 | 3.7万股 | +1,965股+5.26% | 加仓 |
| V先锋领航·MIDVO |
| 0.53% | 0.57% | $1,922.3万 | 23.8万股 | $1,764.3万 | 5.9万股 | +17.8万股+301.75% | 加仓 |
 礼来LLY |
| 0.52% | 0.46% | $1,909.4万 | 1.6万股 | $1,413.0万 | 1.5万股 | +1,242股+8.38% | 加仓 |
 摩根大通JPM |
| 0.5% | 0.5% | $1,817.3万 | 5.4万股 | $1,557.9万 | 5.1万股 | +3,424股+6.77% | 加仓 |
| V先锋领航指数基金VB |
| 0.49% | 0.53% | $1,795.2万 | 6.0万股 | $1,640.0万 | 6.0万股 | +160股+0.27% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.48% | 0.49% | $1,759.4万 | 2.3万股 | $1,507.0万 | 2.2万股 | +1,013股+4.54% | 加仓 |
 美光科技MU |
| 0.47% | 0.19% | $1,702.3万 | 1.7万股 | $598.5万 | 1.5万股 | +2,669股+18.14% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.43% | 0.45% | $1,575.8万 | 54.0万股 | $1,410.5万 | 54.0万股 | +20股+0.00% | 加仓 |
 AMD超威AMD |
| 0.43% | 0.2% | $1,573.3万 | 2.8万股 | $634.5万 | 2.7万股 | +829股+3.03% | 加仓 |
 GE VernovaGEV |
| 0.42% | 0.41% | $1,533.1万 | 1.4万股 | $1,286.8万 | 1.4万股 | +298股+2.17% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.38% | 0.44% | $1,395.8万 | 13.9万股 | $1,355.9万 | 13.8万股 | +750股+0.54% | 加仓 |
| V先锋领航全球基金VGT |
| 0.38% | 0.31% | $1,387.5万 | 11.8万股 | $976.3万 | 1.3万股 | +10.4万股+789.59% | 加仓 |
 CrowdStrikeCRWD |
| 0.37% | 0.06% | $1,370.7万 | 1.8万股 | $193.0万 | 4,524股 | +1.3万股+297.08% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.37% | 0.38% | $1,356.3万 | 13.0万股 | $1,168.9万 | 11.1万股 | +1.9万股+17.39% | 加仓 |
| V先锋领航指数基金VV |
| 0.37% | 0.39% | $1,351.1万 | 3.9万股 | $1,210.4万 | 3.9万股 | -118股-0.30% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.37% | 0.39% | $1,345.0万 | 15.4万股 | $1,222.4万 | 14.4万股 | +9,919股+6.87% | 加仓 |
| V先锋领航指数基金VTV |
| 0.36% | 0.4% | $1,334.2万 | 6.1万股 | $1,234.0万 | 6.1万股 | -231股-0.38% | 减仓 |
| IiShares安硕信托IVV |
| 0.35% | 0.35% | $1,294.7万 | 1.7万股 | $1,095.1万 | 1.6万股 | +950股+5.89% | 加仓 |
| SSCHWAB MUNICIPAL BOND ETFSCMB |
| 0.35% | 0.41% | $1,270.0万 | 49.5万股 | $1,265.0万 | 49.4万股 | +391股+0.08% | 加仓 |
| A美国世纪ETF信托AVUS |
| 0.33% | 0.34% | $1,219.4万 | 9.5万股 | $1,063.0万 | 9.2万股 | +2,865股+3.11% | 加仓 |
 VisaV |
| 0.33% | 0.26% | $1,208.4万 | 3.5万股 | $819.8万 | 2.7万股 | +8,094股+30.50% | 加仓 |
| AAvantis·U SAVUV |
| 0.33% | 0.29% | $1,191.0万 | 9.6万股 | $896.6万 | 7.8万股 | +1.8万股+22.96% | 加仓 |
