| V先锋领航·MIDVO |
| 10.22% | 10.28% | $1,820.4万 | 6.4万股 | $1,593.0万 | 6.3万股 | +963股+1.54% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 9.23% | 8.75% | $1,643.1万 | 4.4万股 | $1,356.3万 | 4.4万股 | +28股+0.06% | 加仓 |
| V先锋领航全球基金MGV |
| 8.94% | 9.27% | $1,591.3万 | 12.0万股 | $1,436.2万 | 11.7万股 | +3,149股+2.69% | 加仓 |
| V先锋领航指数基金VB |
| 6.65% | 6.56% | $1,183.7万 | 4.8万股 | $1,016.3万 | 4.7万股 | +1,149股+2.43% | 加仓 |
| S嘉信策略信托SCHC |
| 6.15% | 6.4% | $1,095.8万 | 27.0万股 | $992.2万 | 26.9万股 | +944股+0.35% | 加仓 |
| V先锋领航指数基金VTV |
| 5.95% | 6.22% | $1,059.2万 | 5.9万股 | $964.4万 | 5.8万股 | +798股+1.37% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.85% | 6.01% | $1,041.1万 | 18.2万股 | $930.8万 | 17.8万股 | +3,816股+2.14% | 加仓 |
| V先锋领航指数基金VUG |
| 5.81% | 5.55% | $1,034.5万 | 2.3万股 | $860.5万 | 2.3万股 | -71股-0.31% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.99% | 2.96% | $532.5万 | 17.9万股 | $458.2万 | 18.4万股 | -4,581股-2.49% | 减仓 |
| G通用动力VTI |
| 2.81% | 2.77% | $501.2万 | 1.6万股 | $428.8万 | 1.6万股 | +237股+1.49% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.64% | 2.5% | $469.7万 | 2.3万股 | $387.8万 | 2.1万股 | +2,109股+10.24% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.47% | 2.56% | $440.4万 | 8.7万股 | $397.1万 | 8.8万股 | -1,447股-1.64% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 2.42% | 2.53% | $431.8万 | 15.3万股 | $392.5万 | 15.3万股 | +68股+0.04% | 加仓 |
| S嘉信策略信托SCHF |
| 2.16% | 2.28% | $385.0万 | 17.3万股 | $352.8万 | 17.4万股 | -54股-0.03% | 减仓 |
 Meta平台META |
| 2.16% | 1.98% | $383.9万 | 5,446股 | $306.4万 | 5,746股 | -300股-5.22% | 减仓 |
| S嘉信策略信托SCHM |
| 1.9% | 1.91% | $337.6万 | 11.7万股 | $296.1万 | 11.6万股 | +395股+0.34% | 加仓 |
 特斯拉TSLA |
| 1.27% | 1.13% | $225.6万 | 6,792股 | $175.0万 | 6,745股 | +47股+0.70% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.26% | 1.18% | $224.3万 | 3.2万股 | $183.0万 | 2.9万股 | +3,223股+11.15% | 加仓 |
 苹果AAPL |
| 1.24% | 1.45% | $221.6万 | 1.0万股 | $224.3万 | 1.1万股 | -427股-3.97% | 减仓 |
| V先锋领航指数基金VOO |
| 1.18% | 1.14% | $209.5万 | 3,625股 | $176.3万 | 3,509股 | +116股+3.31% | 加仓 |
| S嘉信·USSCHA |
| 1.15% | 1.14% | $204.0万 | 7.8万股 | $177.3万 | 7.8万股 | -42股-0.05% | 减仓 |
 微软MSFT |
| 1.08% | 0.95% | $192.7万 | 3,814股 | $147.7万 | 3,813股 | +1股+0.03% | 加仓 |
| C资本集团固定收益ETF信托CGMS |
| 0.99% | 0.77% | $175.6万 | 6.3万股 | $119.0万 | 4.4万股 | +1.9万股+44.27% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.89% | 0.81% | $157.6万 | 3,903股 | $124.8万 | 3,727股 | +176股+4.72% | 加仓 |
| S嘉信策略信托SCHE |
| 0.88% | 0.89% | $155.9万 | 5.0万股 | $138.1万 | 5.0万股 | +160股+0.32% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.81% | 0.81% | $145.0万 | 2,305股 | $126.0万 | 2,305股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.76% | 0.88% | $136.1万 | 2.8万股 | $136.2万 | 2.8万股 | +66股+0.24% | 加仓 |
 英伟达NVDA |
| 0.75% | 0.55% | $133.1万 | 7,970股 | $84.8万 | 7,970股 | 00.00% | 持仓不变 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.7% | 0.72% | $125.0万 | 6,508股 | $111.5万 | 6,334股 | +174股+2.75% | 加仓 |
 埃克森美孚XOM |
| 0.62% | 0.85% | $110.5万 | 1.0万股 | $132.3万 | 1.2万股 | -1,995股-16.39% | 减仓 |
| Q高通QCOM |
| 0.57% | 0.61% | $100.8万 | 6,382股 | $94.2万 | 6,399股 | -17股-0.27% | 减仓 |
 纽柯钢铁NUE |
| 0.52% | 0.48% | $93.4万 | 6,494股 | $74.9万 | 6,494股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.49% | 0.63% | $88.0万 | 1,841股 | $98.0万 | 1,844股 | -3股-0.16% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.46% | 0.46% | $82.2万 | 1,900股 | $70.8万 | 1,971股 | -71股-3.60% | 减仓 |
 好市多COST |
| 0.44% | 0.53% | $79.0万 | 839股 | $81.8万 | 839股 | 00.00% | 持仓不变 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.42% | 0.42% | $75.1万 | 2.2万股 | $65.1万 | 2.2万股 | +423股+1.96% | 加仓 |
| I景顺QQQ信托VOO |
| 0.39% | 0.4% | $68.7万 | 1,224股 | $61.7万 | 1,319股 | -95股-7.20% | 减仓 |
 家得宝HD |
| 0.37% | 0.44% | $66.3万 | 1,788股 | $68.8万 | 1,912股 | -124股-6.49% | 减仓 |
 亚马逊AMZN |
| 0.35% | 0.33% | $61.9万 | 2,720股 | $51.1万 | 2,739股 | -19股-0.69% | 减仓 |
 摩根大通JPM |
| 0.28% | 0.27% | $50.4万 | 1,730股 | $42.1万 | 1,721股 | +9股+0.52% | 加仓 |
| V先锋领航指数基金VOT |
| 0.24% | 0.24% | $42.8万 | 1,489股 | $37.3万 | 1,523股 | -34股-2.23% | 减仓 |
 康宁GLW |
| 0.24% | 0.22% | $41.9万 | 7,759股 | $34.0万 | 7,753股 | +6股+0.08% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.23% | 0.22% | $40.3万 | 1,765股 | $34.7万 | 1,760股 | +5股+0.28% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.2% | 0.19% | $35.5万 | 9,687股 | $29.2万 | 9,122股 | +565股+6.19% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.18% | 0.19% | $31.6万 | 1,865股 | $29.3万 | 1,887股 | -22股-1.17% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.18% | 0.18% | $31.3万 | 3,317股 | $27.6万 | 3,316股 | +1股+0.03% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.16% | 0.17% | $29.0万 | 2,141股 | $26.3万 | 2,128股 | +13股+0.61% | 加仓 |
 联合太平洋铁路UNP |
| 0.16% | 0.17% | $28.2万 | 1,228股 | $26.5万 | 1,228股 | 00.00% | 持仓不变 |
 TransDigmTDG |
| 0.15% | 0.15% | $27.5万 | 175股 | $23.9万 | 175股 | 00.00% | 持仓不变 |
 波音BA |
| 0.15% | — | $26.8万 | 1,171股 | $0 | 0股 | +1,171股 | 新买入 |
