| IiShares安硕信托SGOV |
| 15.16% | 16.85% | $1,918.8万 | 19.1万股 | $1,970.4万 | 19.6万股 | -5,142股-2.63% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 9.03% | 8.61% | $1,143.0万 | 33.8万股 | $1,006.8万 | 34.6万股 | -7,850股-2.27% | 减仓 |
| V先锋领航指数基金VTV |
| 5.4% | 5.03% | $683.2万 | 3.1万股 | $588.2万 | 3.0万股 | +1,370股+4.57% | 加仓 |
| V先锋领航·TOTALBND |
| 4.59% | 6.83% | $580.5万 | 7.9万股 | $798.9万 | 10.8万股 | -2.9万股-27.11% | 减仓 |
| V先锋领航指数基金VUG |
| 4.41% | 4.07% | $558.5万 | 6.5万股 | $475.9万 | 1.1万股 | +5.4万股+495.13% | 加仓 |
| C资本集团股息价值CCBG |
| 4.32% | 4.11% | $547.0万 | 11.1万股 | $480.1万 | 11.3万股 | -1,842股-1.63% | 减仓 |
| V先锋领航债券指数基金BIV |
| 4.16% | 5.06% | $526.5万 | 6.9万股 | $591.8万 | 7.7万股 | -8,028股-10.47% | 减仓 |
| S嘉信策略信托SCHF |
| 3.64% | 3.39% | $461.3万 | 16.7万股 | $396.1万 | 16.0万股 | +6,475股+4.05% | 加仓 |
| G高盛ETF信托GBIL |
| 2.87% | 2.45% | $363.8万 | 3.6万股 | $286.7万 | 2.9万股 | +7,706股+26.93% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.71% | 2.67% | $342.4万 | 1.4万股 | $312.1万 | 1.5万股 | -40股-0.28% | 减仓 |
 苹果AAPL |
| 2.6% | 2.9% | $329.1万 | 1.1万股 | $339.1万 | 1.3万股 | -1,989股-14.89% | 减仓 |
| S嘉信策略信托SCHM |
| 2.41% | 2.23% | $305.3万 | 8.3万股 | $260.7万 | 8.4万股 | -1,415股-1.68% | 减仓 |
| S嘉信策略信托SCHD |
| 2.4% | 2.49% | $304.2万 | 9.6万股 | $291.3万 | 9.5万股 | +997股+1.05% | 加仓 |
| V先锋领航指数基金VB |
| 2.36% | 2.13% | $299.4万 | 9,876股 | $248.7万 | 9,497股 | +379股+3.99% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.33% | 2.48% | $295.3万 | 3.8万股 | $290.4万 | 3.7万股 | +859股+2.32% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 2.33% | — | $294.3万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| V先锋领航指数基金VOO |
| 2.11% | 1.92% | $267.7万 | 3,897股 | $224.6万 | 3,759股 | +138股+3.67% | 加仓 |
| S嘉信·USSCHA |
| 1.94% | 1.74% | $245.2万 | 6.8万股 | $203.1万 | 7.0万股 | -1,975股-2.83% | 减仓 |
 甲骨文ORCL |
| 1.63% | 1.77% | $206.0万 | 1.4万股 | $206.6万 | 1.4万股 | +11股+0.08% | 加仓 |
| V先锋领航·HEALTHVHT |
| 1.56% | 1.52% | $197.3万 | 6,599股 | $178.1万 | 6,541股 | +58股+0.89% | 加仓 |
| V先锋领航·MIDVO |
| 1.47% | 1.39% | $185.5万 | 2.3万股 | $163.1万 | 5,679股 | +1.7万股+305.44% | 加仓 |
| V先锋领航全球基金VGT |
| 1.41% | 1.16% | $178.0万 | 1.5万股 | $135.2万 | 1,937股 | +1.3万股+668.87% | 加仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 1.03% | 0.94% | $130.7万 | 3.2万股 | $109.6万 | 3.1万股 | +998股+3.24% | 加仓 |
| IiShares安硕信托IXUS |
| 0.99% | 0.96% | $125.5万 | 1.3万股 | $112.5万 | 1.3万股 | +166股+1.28% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.97% | 1.06% | $122.4万 | 5.3万股 | $123.7万 | 5.3万股 | -382股-0.72% | 减仓 |
| SSPDR黄金信托GLD |
| 0.77% | 1.03% | $97.3万 | 2,642股 | $120.5万 | 2,800股 | -158股-5.64% | 减仓 |
 特斯拉TSLA |
| 0.71% | 0.68% | $89.5万 | 2,128股 | $79.1万 | 2,128股 | 00.00% | 持仓不变 |
| RRBB FUND TRUSTFEOE |
| 0.6% | 0.59% | $75.4万 | 1.4万股 | $69.5万 | 1.4万股 | +350股+2.54% | 加仓 |
 亚马逊AMZN |
| 0.51% | 0.47% | $64.6万 | 2,712股 | $54.4万 | 2,612股 | +100股+3.83% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 0.48% | 0.52% | $61.0万 | 1.3万股 | $60.3万 | 1.3万股 | +159股+1.21% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.48% | 0.46% | $60.9万 | 2,506股 | $54.1万 | 2,491股 | +15股+0.60% | 加仓 |
 谷歌AGOOGL |
| 0.45% | 0.39% | $57.5万 | 1,608股 | $45.4万 | 1,580股 | +28股+1.77% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.41% | 0.36% | $52.2万 | 1,477股 | $42.4万 | 1,477股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.41% | 0.38% | $52.1万 | 3,295股 | $44.5万 | 3,003股 | +292股+9.72% | 加仓 |
 微软MSFT |
| 0.41% | 0.42% | $51.3万 | 1,376股 | $49.6万 | 1,339股 | +37股+2.76% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.4% | 0.37% | $51.2万 | 1.1万股 | $43.6万 | 1.1万股 | 00.00% | 持仓不变 |
 SEMPRA COMSRE |
| 0.38% | 0.43% | $48.5万 | 5,231股 | $50.8万 | 5,230股 | +1股+0.02% | 加仓 |
 雪佛龙CVX |
| 0.35% | 0.48% | $44.9万 | 2,710股 | $56.1万 | 2,709股 | +1股+0.04% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.35% | 0.33% | $43.9万 | 588股 | $38.2万 | 587股 | +1股+0.17% | 加仓 |
| EETFS GOLD TRSGOL |
| 0.32% | 0.41% | $40.8万 | 1.1万股 | $47.6万 | 1.1万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.32% | 0.35% | $40.7万 | 722股 | $41.3万 | 722股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.28% | 0.09% | $35.8万 | 4,191股 | $10.9万 | 1,419股 | +2,772股+195.35% | 加仓 |
 埃克森美孚XOM |
| 0.27% | 0.39% | $34.7万 | 2,539股 | $45.1万 | 2,656股 | -117股-4.41% | 减仓 |
 英伟达NVDA |
| 0.27% | 0.24% | $34.4万 | 1,721股 | $28.4万 | 1,629股 | +92股+5.65% | 加仓 |
| CCAPITAL DIVIDEND GROWECGDG |
| 0.27% | 0.24% | $34.4万 | 9,161股 | $28.1万 | 7,834股 | +1,327股+16.94% | 加仓 |
| I景顺·S&P 500 EQUAL WEIGHT HEALTH CARE ETFRSPH |
| 0.26% | 0.25% | $32.4万 | 9,768股 | $29.4万 | 9,751股 | +17股+0.17% | 加仓 |
 联合健康UNH |
| 0.23% | 0.16% | $28.5万 | 686股 | $18.5万 | 682股 | +4股+0.59% | 加仓 |
| SSAMSARA INC CLASS AIOT |
| 0.2% | 0.22% | $24.9万 | 7,669股 | $25.8万 | 8,143股 | -474股-5.82% | 减仓 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 0.2% | — | $24.9万 | 2,471股 | $0 | 0股 | +2,471股 | 新买入 |
 强生JNJ |
| 0.18% | 0.2% | $22.5万 | 887股 | $23.1万 | 945股 | -58股-6.14% | 减仓 |
