| V先锋领航指数基金VUG |
| 28.85% | 30.71% | $1.32亿 | 35.5万股 | $1.41亿 | 34.4万股 | +1.1万股+3.15% | 加仓 |
| V先锋领航指数基金VTV |
| 25.3% | 24.03% | $1.15亿 | 66.9万股 | $1.11亿 | 65.3万股 | +1.5万股+2.36% | 加仓 |
| IiShares安硕信托IEFA |
| 5.79% | 5.07% | $2,644.4万 | 35.0万股 | $2,333.8万 | 33.2万股 | +1.7万股+5.27% | 加仓 |
| V先锋领航·SMALLVBR |
| 5.4% | 5.44% | $2,466.5万 | 13.2万股 | $2,502.1万 | 12.6万股 | +6,147股+4.87% | 加仓 |
| V先锋领航指数基金VBK |
| 4.01% | 4.09% | $1,832.6万 | 7.3万股 | $1,880.3万 | 6.7万股 | +5,649股+8.41% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 3.72% | 3.4% | $1,699.1万 | 67.9万股 | $1,564.4万 | 56.1万股 | +11.7万股+20.89% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.22% | 2.11% | $1,012.1万 | 19.9万股 | $971.0万 | 20.3万股 | -3,942股-1.94% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.77% | 1.6% | $809.7万 | 30.5万股 | $736.1万 | 28.2万股 | +2.2万股+7.89% | 加仓 |
| IISHARES IBONDS DEC 2025 TERM CORPORATE ETFIBCA |
| 1.26% | 1.02% | $573.1万 | 22.8万股 | $467.4万 | 18.7万股 | +4.1万股+22.13% | 加仓 |
| V先锋领航指数基金VOO |
| 1.23% | 1.33% | $561.4万 | 1.1万股 | $613.6万 | 1.1万股 | -466股-4.09% | 减仓 |
| IiShares安硕信托IBDR |
| 1.1% | 0.87% | $501.8万 | 20.7万股 | $399.1万 | 16.6万股 | +4.1万股+25.01% | 加仓 |
| G通用动力VTI |
| 0.97% | 1.04% | $443.5万 | 1.6万股 | $480.0万 | 1.7万股 | -425股-2.57% | 减仓 |
| S嘉信·USSCHA |
| 0.95% | 0.96% | $433.4万 | 18.5万股 | $440.2万 | 17.0万股 | +1.5万股+8.69% | 加仓 |
| IiShares安硕信托IBDS |
| 0.9% | 0.68% | $408.9万 | 16.9万股 | $311.9万 | 13.0万股 | +3.9万股+29.91% | 加仓 |
| IiShares安硕信托IBDT |
| 0.73% | 0.52% | $334.8万 | 13.3万股 | $241.0万 | 9.7万股 | +3.6万股+36.93% | 加仓 |
 苹果AAPL |
| 0.73% | 0.83% | $334.0万 | 1.5万股 | $382.8万 | 1.5万股 | -248股-1.62% | 减仓 |
 微软MSFT |
| 0.7% | 0.77% | $317.5万 | 8,457股 | $355.2万 | 8,427股 | +30股+0.36% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.61% | 0.54% | $278.8万 | 4,984股 | $250.5万 | 4,275股 | +709股+16.58% | 加仓 |
| S嘉信策略信托SCHM |
| 0.61% | 0.68% | $278.5万 | 10.6万股 | $311.3万 | 11.2万股 | -6,056股-5.39% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.51% | 0.3% | $231.9万 | 10.0万股 | $140.0万 | 6.1万股 | +3.9万股+63.27% | 加仓 |
 亚马逊AMZN |
| 0.47% | 0.55% | $215.8万 | 1.1万股 | $254.2万 | 1.2万股 | -243股-2.10% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.43% | 0.47% | $197.3万 | 1.2万股 | $215.1万 | 1.3万股 | -1,005股-7.56% | 减仓 |
| S嘉信策略信托SCHD |
| 0.42% | 0.4% | $189.8万 | 6.8万股 | $182.4万 | 6.7万股 | +1,134股+1.70% | 加仓 |
| S道富SPYM |
| 0.4% | 0.42% | $183.7万 | 2.8万股 | $192.5万 | 2.8万股 | +7股+0.03% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.4% | 0.39% | $180.9万 | 4.6万股 | $178.4万 | 4.7万股 | -554股-1.19% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.38% | 0.42% | $174.9万 | 2.2万股 | $193.8万 | 2.2万股 | -282股-1.28% | 减仓 |
| V先锋领航指数基金VOT |
| 0.37% | 0.41% | $170.5万 | 6,968股 | $190.0万 | 7,488股 | -520股-6.94% | 减仓 |
 英伟达NVDA |
| 0.35% | 0.45% | $157.8万 | 1.5万股 | $205.1万 | 1.5万股 | -713股-4.67% | 减仓 |
| I景顺QQQ信托VOO |
| 0.3% | 0.36% | $138.3万 | 2,950股 | $167.4万 | 3,274股 | -324股-9.90% | 减仓 |
| IiShares安硕信托 |
| 0.3% | 0.27% | $135.1万 | 5.8万股 | $125.0万 | 5.4万股 | +4,229股+7.89% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.29% | 0.24% | $134.6万 | 2,527股 | $110.0万 | 2,427股 | +100股+4.12% | 加仓 |
| V先锋领航全球基金VGT |
| 0.26% | 0.29% | $118.5万 | 2,186股 | $134.3万 | 2,159股 | +27股+1.25% | 加仓 |
| S嘉信策略信托SCHF |
| 0.25% | 0.24% | $113.8万 | 5.8万股 | $109.1万 | 5.9万股 | -1,418股-2.40% | 减仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.24% | 0.2% | $109.0万 | 4.8万股 | $93.0万 | 4.1万股 | +6,755股+16.57% | 加仓 |
| V先锋领航·MIDVO |
| 0.24% | 0.26% | $108.3万 | 4,187股 | $119.4万 | 4,520股 | -333股-7.37% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.23% | 0.24% | $106.5万 | 5,490股 | $109.2万 | 5,578股 | -88股-1.58% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.22% | 0.25% | $101.0万 | 1.1万股 | $113.9万 | 1.1万股 | -140股-1.27% | 减仓 |
 摩根大通JPM |
| 0.22% | 0.21% | $100.7万 | 4,107股 | $97.0万 | 4,048股 | +59股+1.46% | 加仓 |
| IiShares安硕信托IVV |
| 0.2% | 0.18% | $92.2万 | 1,640股 | $84.8万 | 1,440股 | +200股+13.89% | 加仓 |
| EEA SERIES TRUSTSTXG |
| 0.19% | 0.21% | $85.9万 | 2.1万股 | $96.9万 | 2.2万股 | -863股-3.87% | 减仓 |
 VanEck ETF信托SMH |
| 0.19% | 0.12% | $85.8万 | 4,059股 | $54.7万 | 2,258股 | +1,801股+79.76% | 加仓 |
 好市多COST |
| 0.18% | 0.19% | $82.3万 | 870股 | $88.6万 | 967股 | -97股-10.03% | 减仓 |
 Meta平台META |
| 0.18% | 0.16% | $80.8万 | 1,402股 | $75.9万 | 1,296股 | +106股+8.18% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.17% | 0.2% | $79.3万 | 5,076股 | $93.9万 | 4,929股 | +147股+2.98% | 加仓 |
 宝洁PG |
| 0.17% | 0.26% | $79.3万 | 4,651股 | $119.7万 | 7,138股 | -2,487股-34.84% | 减仓 |
 谷歌AGOOGL |
| 0.17% | 0.22% | $77.0万 | 4,982股 | $101.1万 | 5,340股 | -358股-6.70% | 减仓 |
 特斯拉TSLA |
| 0.17% | 0.26% | $76.1万 | 2,935股 | $118.4万 | 2,932股 | +3股+0.10% | 加仓 |
| EEA SERIES TRUSTSTXV |
| 0.16% | 0.18% | $74.9万 | 2.5万股 | $83.4万 | 2.8万股 | -3,713股-13.14% | 减仓 |
| S嘉信·USSCHX |
| 0.16% | 0.16% | $72.2万 | 3.3万股 | $75.7万 | 3.3万股 | +63股+0.19% | 加仓 |
 万事达MA |
| 0.15% | 0.16% | $69.8万 | 1,274股 | $72.7万 | 1,381股 | -107股-7.75% | 减仓 |
