| G通用动力VTI |
| 17.61% | 18.33% | $9,110.6万 | 24.6万股 | $7,906.0万 | 24.6万股 | -241股-0.10% | 减仓 |
| V先锋领航白厅基金VYM |
| 9.87% | 11.25% | $5,106.4万 | 32.3万股 | $4,851.0万 | 32.8万股 | -4,409股-1.35% | 减仓 |
| V先锋领航·FTSEVEA |
| 9.13% | 8.75% | $4,723.1万 | 66.3万股 | $3,773.4万 | 58.9万股 | +7.4万股+12.57% | 加仓 |
| S嘉信策略信托SCHF |
| 8.49% | 8.44% | $4,390.9万 | 158.5万股 | $3,639.0万 | 147.0万股 | +11.5万股+7.81% | 加仓 |
| V先锋领航指数基金VOO |
| 6.34% | 6.59% | $3,279.8万 | 4.8万股 | $2,843.9万 | 4.8万股 | +168股+0.35% | 加仓 |
| IiShares安硕·COREIJR |
| 2.54% | 2.6% | $1,313.7万 | 8.9万股 | $1,121.9万 | 9.0万股 | -1,668股-1.85% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 2.29% | 2.24% | $1,182.9万 | 5.6万股 | $966.3万 | 5.0万股 | +5,242股+10.41% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.27% | — | $1,176.9万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| V先锋领航·MIDVO |
| 1.86% | 2.12% | $962.8万 | 11.9万股 | $914.4万 | 3.2万股 | +8.8万股+275.35% | 加仓 |
| V先锋领航指数基金VOT |
| 1.39% | 1.68% | $720.9万 | 2.4万股 | $725.3万 | 2.8万股 | -4,649股-16.50% | 减仓 |
 博通AVGO |
| 1.08% | 1.11% | $560.1万 | 1.5万股 | $480.8万 | 1.6万股 | -705股-4.54% | 减仓 |
 英伟达NVDA |
| 1.06% | 1.16% | $548.7万 | 2.7万股 | $498.9万 | 2.9万股 | -1,186股-4.15% | 减仓 |
 苹果AAPL |
| 1.04% | 1.09% | $538.4万 | 1.9万股 | $468.0万 | 1.8万股 | +165股+0.89% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.01% | 1% | $522.7万 | 1.7万股 | $430.9万 | 1.7万股 | +23股+0.13% | 加仓 |
 AMD超威AMD |
| 0.97% | 0.41% | $501.7万 | 8,637股 | $176.6万 | 8,682股 | -45股-0.52% | 减仓 |
 微软MSFT |
| 0.97% | 1.05% | $501.2万 | 1.3万股 | $451.9万 | 1.2万股 | +1,228股+10.06% | 加仓 |
| IiShares安硕信托IEFA |
| 0.95% | 0.66% | $491.4万 | 5.1万股 | $286.1万 | 3.2万股 | +1.9万股+60.98% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.89% | 0.88% | $462.0万 | 3.8万股 | $380.8万 | 3.8万股 | +40股+0.11% | 加仓 |
 谷歌AGOOGL |
| 0.89% | 0.89% | $458.1万 | 1.3万股 | $386.0万 | 1.3万股 | -604股-4.50% | 减仓 |
| IiShares安硕信托IDV |
| 0.84% | 1.09% | $434.9万 | 10.5万股 | $469.3万 | 11.0万股 | -5,290股-4.80% | 减仓 |
| IiShares安硕信托DVY |
| 0.7% | 0.81% | $362.9万 | 2.3万股 | $348.7万 | 2.3万股 | +187股+0.81% | 加仓 |
 亚马逊AMZN |
| 0.69% | 0.68% | $355.8万 | 1.5万股 | $291.3万 | 1.4万股 | +940股+6.72% | 加仓 |
| IiShares安硕信托IVV |
| 0.66% | 0.62% | $340.6万 | 4,547股 | $268.6万 | 4,111股 | +436股+10.61% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.64% | 0.67% | $332.4万 | 2.6万股 | $286.9万 | 2.6万股 | -147股-0.56% | 减仓 |
| IiShares安硕·COREIJH |
| 0.6% | 0.62% | $310.9万 | 4.0万股 | $266.7万 | 3.9万股 | +828股+2.10% | 加仓 |
| V先锋领航指数基金VB |
| 0.56% | 0.57% | $287.4万 | 9,480股 | $245.2万 | 9,362股 | +118股+1.26% | 加仓 |
| IiShares安硕信托IVW |
| 0.54% | 0.53% | $278.3万 | 2.0万股 | $228.9万 | 2.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.53% | 0.61% | $273.2万 | 1.2万股 | $265.2万 | 1.3万股 | -530股-4.22% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.51% | 0.53% | $264.4万 | 9.1万股 | $228.6万 | 9.1万股 | +244股+0.27% | 加仓 |
| IiShares安硕信托IJJ |
| 0.49% | 0.53% | $255.4万 | 1.7万股 | $229.1万 | 1.7万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJK |
| 0.49% | 0.51% | $254.1万 | 2.2万股 | $221.2万 | 2.2万股 | -360股-1.64% | 减仓 |
| IiShares安硕信托ITOT |
| 0.49% | 0.05% | $251.5万 | 1.5万股 | $23.0万 | 1,617股 | +1.4万股+846.75% | 加仓 |
 高盛GS |
| 0.48% | 0.48% | $248.7万 | 2,459股 | $208.6万 | 2,466股 | -7股-0.28% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.45% | 0.49% | $233.5万 | 2.8万股 | $209.3万 | 2.8万股 | 00.00% | 持仓不变 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 0.41% | 0.32% | $210.7万 | 6,357股 | $136.6万 | 4,749股 | +1,608股+33.86% | 加仓 |
 Meta平台META |
| 0.4% | 0.51% | $206.7万 | 3,670股 | $220.8万 | 3,859股 | -189股-4.90% | 减仓 |
 卡特彼勒CAT |
| 0.38% | 0.31% | $198.7万 | 1,866股 | $132.9万 | 1,876股 | -10股-0.53% | 减仓 |
| S道富SPYX |
| 0.35% | 0.35% | $182.1万 | 3.0万股 | $150.5万 | 2.8万股 | +1,418股+5.00% | 加仓 |
 NETFLIXNFLX |
| 0.33% | — | $172.6万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| V先锋领航指数基金VUG |
| 0.33% | 0.34% | $170.9万 | 2.0万股 | $145.9万 | 3,341股 | +1.6万股+493.77% | 加仓 |
| IiShares安硕信托EFV |
| 0.32% | 0.38% | $166.8万 | 2.2万股 | $165.7万 | 2.2万股 | -498股-2.23% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.31% | 0.32% | $159.4万 | 1.2万股 | $137.9万 | 1.2万股 | +17股+0.15% | 加仓 |
 麦当劳MCD |
| 0.31% | 0.43% | $159.2万 | 5,890股 | $187.0万 | 6,016股 | -126股-2.09% | 减仓 |
 摩根士丹利MS |
| 0.3% | 0.3% | $156.9万 | 7,506股 | $130.1万 | 7,905股 | -399股-5.05% | 减仓 |
| IiShares安硕信托HDV |
| 0.29% | 0.33% | $151.5万 | 5.5万股 | $144.2万 | 1.1万股 | +4.5万股+420.15% | 加仓 |
| AARTISAN PARTNERS ASSET MGMT I CL AAPAM |
| 0.29% | 0.36% | $148.1万 | 4.3万股 | $156.0万 | 4.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.28% | 0.3% | $143.0万 | 6,564股 | $128.9万 | 6,569股 | -5股-0.08% | 减仓 |
 摩根大通JPM |
| 0.27% | — | $140.5万 | 4,291股 | $0 | 0股 | +4,291股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.27% | 0.3% | $139.5万 | 2,787股 | $130.1万 | 2,715股 | +72股+2.65% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.27% | 0.25% | $139.0万 | 3,934股 | $106.7万 | 3,721股 | +213股+5.72% | 加仓 |
