| G通用动力VTI |
| 20.88% | 19.82% | $8,170.3万 | 22.1万股 | $7,034.0万 | 21.9万股 | +1,536股+0.70% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 16.47% | 18.23% | $6,441.7万 | 109.2万股 | $6,467.9万 | 108.6万股 | +6,066股+0.56% | 加仓 |
| V先锋领航·FTSEVEA |
| 7.97% | 7.96% | $3,119.1万 | 43.8万股 | $2,825.0万 | 44.1万股 | -3,086股-0.70% | 减仓 |
| AAvantis·U SAVUV |
| 5.52% | 5.42% | $2,159.6万 | 17.3万股 | $1,922.3万 | 17.4万股 | -907股-0.52% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 5.14% | 5.04% | $2,012.7万 | 69.5万股 | $1,786.9万 | 71.2万股 | -1.7万股-2.38% | 减仓 |
| S嘉信策略信托SCHF |
| 5.1% | 5.2% | $1,995.8万 | 72.1万股 | $1,844.4万 | 74.5万股 | -2.5万股-3.31% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 4.93% | 4.93% | $1,930.1万 | 27.6万股 | $1,749.1万 | 28.0万股 | -3,959股-1.41% | 减仓 |
| A美国世纪ETF信托AVEM |
| 4.58% | 4.35% | $1,792.0万 | 18.6万股 | $1,545.4万 | 19.2万股 | -6,062股-3.16% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.87% | 4.19% | $1,515.1万 | 14.7万股 | $1,487.1万 | 14.9万股 | -1,889股-1.27% | 减仓 |
 英伟达NVDA |
| 2.97% | 2.83% | $1,160.1万 | 5.8万股 | $1,005.5万 | 5.8万股 | +322股+0.56% | 加仓 |
| V先锋领航全球基金ESGV |
| 1.81% | 1.69% | $707.2万 | 5.3万股 | $600.9万 | 5.4万股 | -42股-0.08% | 减仓 |
 苹果AAPL |
| 1.77% | 1.63% | $692.6万 | 2.4万股 | $580.0万 | 2.3万股 | +1,083股+4.74% | 加仓 |
| IiShares安硕信托ITOT |
| 1.71% | 1.65% | $667.9万 | 4.1万股 | $584.9万 | 4.1万股 | -412股-1.00% | 减仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 1.37% | 1.56% | $537.9万 | 10.5万股 | $553.2万 | 9.4万股 | +1.2万股+12.44% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.27% | 1.22% | $498.7万 | 6,678股 | $434.3万 | 6,678股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHR |
| 1.22% | 1.42% | $477.6万 | 19.4万股 | $503.3万 | 20.2万股 | -8,369股-4.14% | 减仓 |
 RobinhoodHOOD |
| 1.15% | 0.87% | $449.8万 | 4.5万股 | $310.4万 | 4.5万股 | +59股+0.13% | 加仓 |
 微软MSFT |
| 1.1% | 1.15% | $429.7万 | 1.2万股 | $408.9万 | 1.1万股 | +473股+4.28% | 加仓 |
 NETFLIXNFLX |
| 0.97% | 1.43% | $377.6万 | 5.3万股 | $507.2万 | 5.3万股 | +136股+0.26% | 加仓 |
| S道富SPTI |
| 0.76% | 0.84% | $296.0万 | 10.4万股 | $298.8万 | 10.4万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.75% | 0.63% | $293.9万 | 8,319股 | $222.5万 | 7,758股 | +561股+7.23% | 加仓 |
 特斯拉TSLA |
| 0.57% | 0.53% | $223.7万 | 5,318股 | $188.1万 | 5,060股 | +258股+5.10% | 加仓 |
| Q高通QCOM |
| 0.48% | 0.37% | $188.7万 | 1.0万股 | $131.0万 | 1.0万股 | +44股+0.43% | 加仓 |
| V先锋领航指数基金VOO |
| 0.48% | 0.51% | $188.3万 | 2,742股 | $180.0万 | 3,012股 | -270股-8.96% | 减仓 |
| V先锋领航指数基金VUG |
| 0.39% | 0.36% | $153.0万 | 1.8万股 | $129.3万 | 2,961股 | +1.5万股+500.00% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.38% | 0.37% | $148.7万 | 1.8万股 | $132.6万 | 1.8万股 | -421股-2.28% | 减仓 |
 谷歌AGOOGL |
| 0.31% | 0.25% | $122.9万 | 3,440股 | $89.1万 | 3,100股 | +340股+10.97% | 加仓 |
| V先锋领航指数基金VTV |
| 0.31% | 0.31% | $120.3万 | 5,518股 | $108.3万 | 5,518股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.3% | 0.15% | $117.8万 | 1,630股 | $54.7万 | 1,600股 | +30股+1.88% | 加仓 |
| V先锋领航指数基金VB |
| 0.29% | 0.28% | $115.1万 | 3,797股 | $99.5万 | 3,797股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.29% | 0.25% | $112.0万 | 4,701股 | $89.2万 | 4,285股 | +416股+9.71% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.28% | 0.26% | $108.5万 | 3,610股 | $93.6万 | 3,775股 | -165股-4.37% | 减仓 |
| V先锋领航·MIDVO |
| 0.22% | 0.22% | $86.3万 | 1.1万股 | $76.9万 | 2,677股 | +8,031股+300.00% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.22% | 0.21% | $84.5万 | 3,479股 | $75.6万 | 3,479股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.2% | 0.19% | $80.2万 | 2,851股 | $68.2万 | 2,812股 | +39股+1.39% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.2% | 0.18% | $77.7万 | 4,133股 | $64.1万 | 4,133股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.19% | 0.15% | $75.3万 | 3,950股 | $52.5万 | 3,950股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.18% | 0.18% | $70.0万 | 4,429股 | $65.6万 | 4,429股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.18% | 0.18% | $69.3万 | 8,271股 | $62.1万 | 8,271股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.17% | 0.17% | $66.2万 | 2,799股 | $60.2万 | 2,799股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.16% | 0.15% | $63.8万 | 2,536股 | $51.9万 | 2,386股 | +150股+6.29% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.16% | 0.17% | $63.2万 | 6,149股 | $58.8万 | 6,149股 | 00.00% | 持仓不变 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.16% | 0.13% | $63.2万 | 1,683股 | $46.3万 | 1,665股 | +18股+1.08% | 加仓 |
 家得宝HD |
| 0.16% | 0.16% | $62.8万 | 1,780股 | $57.2万 | 1,740股 | +40股+2.30% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.16% | 0.14% | $60.8万 | 1,531股 | $48.0万 | 1,508股 | +23股+1.53% | 加仓 |
| IiShares安硕信托GVI |
| 0.16% | 0.17% | $60.7万 | 5,699股 | $60.7万 | 5,699股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.15% | 0.14% | $59.8万 | 3,653股 | $50.1万 | 3,544股 | +109股+3.08% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.15% | 0.15% | $59.4万 | 6,165股 | $54.7万 | 6,165股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.13% | 0.09% | $49.7万 | 4,231股 | $31.8万 | 4,104股 | +127股+3.09% | 加仓 |
| I景顺QQQ信托VOO |
| 0.12% | 0.21% | $46.8万 | 636股 | $74.7万 | 1,294股 | -658股-50.85% | 减仓 |
