| G通用动力VTI |
| 29.88% | 31.68% | $7,223.0万 | 19.5万股 | $6,672.0万 | 20.8万股 | -1.3万股-6.14% | 减仓 |
| V先锋领航指数基金VOO |
| 18.3% | 14.12% | $4,424.9万 | 6.4万股 | $2,974.0万 | 5.0万股 | +1.5万股+29.47% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 11.42% | 12.53% | $2,761.5万 | 5.5万股 | $2,639.6万 | 5.5万股 | +103股+0.19% | 加仓 |
| V先锋领航·FTSEVEA |
| 9.04% | 8.78% | $2,184.3万 | 30.7万股 | $1,849.1万 | 28.9万股 | +1.8万股+6.24% | 加仓 |
| V先锋领航全球基金VPU |
| 6.43% | 7.47% | $1,553.5万 | 7.9万股 | $1,574.0万 | 7.9万股 | -67股-0.08% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 3.93% | 5.22% | $950.5万 | 16.3万股 | $1,100.3万 | 18.8万股 | -2.5万股-13.11% | 减仓 |
| V先锋领航指数基金VNQ |
| 2.29% | 2.4% | $554.8万 | 5.8万股 | $504.8万 | 5.7万股 | +623股+1.09% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 2.17% | 2.39% | $524.2万 | 7股 | $502.7万 | 7股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 2.16% | 2.32% | $521.0万 | 6.1万股 | $488.3万 | 6.3万股 | -2,382股-3.76% | 减仓 |
| IiShares安硕信托IDEV |
| 1.38% | 1.46% | $332.8万 | 3.7万股 | $307.8万 | 3.7万股 | +553股+1.50% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.09% | 1.12% | $262.3万 | 3.1万股 | $236.7万 | 3.2万股 | -195股-0.62% | 减仓 |
 英伟达NVDA |
| 0.95% | 0.94% | $229.8万 | 1.1万股 | $198.5万 | 1.1万股 | +101股+0.89% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.8% | — | $194.4万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.77% | — | $185.8万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.74% | 0.79% | $180.1万 | 4.9万股 | $166.1万 | 4.9万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VGK |
| 0.67% | 0.71% | $161.9万 | 1.8万股 | $148.9万 | 1.8万股 | +216股+1.20% | 加仓 |
| F第一信托·USTFDN |
| 0.56% | 0.57% | $135.0万 | 5,101股 | $119.4万 | 5,101股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.55% | 0.56% | $133.7万 | 4,621股 | $117.3万 | 4,621股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.51% | 0.56% | $124.2万 | 5,700股 | $118.1万 | 6,017股 | -317股-5.27% | 减仓 |
| PPLANET LABS PBC CLASS APL |
| 0.49% | 0.66% | $117.3万 | 3.5万股 | $139.8万 | 5.0万股 | -1.5万股-29.19% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.44% | 0.45% | $106.1万 | 1.4万股 | $95.4万 | 1.4万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.37% | 0.29% | $89.5万 | 1,215股 | $60.3万 | 1,045股 | +170股+16.27% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.32% | 0.32% | $76.5万 | 3,148股 | $68.1万 | 3,134股 | +14股+0.45% | 加仓 |
| IiShares安硕·MSCI TAIWAN ETFEWT |
| 0.31% | 0.24% | $76.1万 | 7,008股 | $49.6万 | 6,994股 | +14股+0.20% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.27% | 0.29% | $64.2万 | 4,092股 | $61.8万 | 4,464股 | -372股-8.33% | 减仓 |
| OONTO INNOVATIONONTO |
| 0.26% | 0.16% | $63.4万 | 1,676股 | $34.4万 | 1,676股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VBK |
| 0.26% | 0.24% | $62.1万 | 1,697股 | $51.3万 | 1,696股 | +1股+0.06% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 0.26% | 0.25% | $61.7万 | 5,335股 | $52.1万 | 5,335股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.25% | 0.26% | $60.4万 | 2,838股 | $54.5万 | 2,838股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.25% | 0.23% | $59.3万 | 1,660股 | $47.7万 | 1,660股 | 00.00% | 持仓不变 |
| F第一信托·USTCIBR |
| 0.23% | 0.18% | $54.6万 | 6,073股 | $38.1万 | 6,073股 | 00.00% | 持仓不变 |
| I景顺·CURRENCYSHARES AUSTRFXA |
| 0.22% | 0.26% | $54.1万 | 7,890股 | $53.8万 | 7,863股 | +27股+0.34% | 加仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.21% | 0.26% | $50.8万 | 1.1万股 | $54.0万 | 1.2万股 | -815股-6.71% | 减仓 |
 好市多COST |
| 0.21% | 0.25% | $49.8万 | 532股 | $53.0万 | 532股 | 00.00% | 持仓不变 |
| IINVESCO CURRENCYSHARES CANADIAN DOLLAR TRUSTFXC |
| 0.2% | 0.24% | $49.3万 | 7,158股 | $50.3万 | 7,156股 | +2股+0.03% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.2% | 0.21% | $47.2万 | 2,989股 | $44.3万 | 2,989股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金SKYY |
| 0.18% | 0.17% | $44.3万 | 3,291股 | $36.0万 | 3,291股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VXF |
| 0.17% | 0.16% | $40.7万 | 1,652股 | $34.0万 | 1,650股 | +2股+0.12% | 加仓 |
 VisaV |
| 0.15% | 0.15% | $35.5万 | 1,035股 | $31.3万 | 1,035股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.14% | 0.13% | $34.6万 | 981股 | $28.1万 | 981股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI INDIA ETFINDA |
| 0.13% | 0.3% | $32.1万 | 6,489股 | $62.5万 | 1.3万股 | -6,861股-51.39% | 减仓 |
 摩根大通JPM |
| 0.12% | 0.13% | $29.8万 | 910股 | $26.8万 | 910股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.12% | 0.1% | $29.2万 | 2,446股 | $21.3万 | 306股 | +2,140股+699.35% | 加仓 |
 家得宝HD |
| 0.12% | 0.12% | $27.9万 | 790股 | $26.0万 | 790股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.11% | — | $26.8万 | 1,619股 | $0 | 0股 | +1,619股 | 新买入 |
 亚马逊AMZN |
| 0.11% | 0.11% | $26.2万 | 1,100股 | $22.9万 | 1,100股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.1% | 0.11% | $23.5万 | 927股 | $22.7万 | 927股 | 00.00% | 持仓不变 |
| PPNC FINL SVCS COMVXF |
| 0.09% | — | $22.6万 | 919股 | $0 | 0股 | +919股 | 新买入 |
 微软MSFT |
| 0.09% | — | $21.8万 | 584股 | $0 | 0股 | +584股 | 新买入 |
