| SSPDR标普500 ETFSPY |
| 17.01% | 1.96% | $4.53亿 | 60.7万股 | $3,602.9万 | 5.5万股 | +55.1万股+997.82% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 9.47% | 11.42% | $2.52亿 | 287.0万股 | $2.10亿 | 57.1万股 | +229.8万股+402.39% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 8.93% | 11.08% | $2.38亿 | 151.5万股 | $2.04亿 | 147.3万股 | +4.2万股+2.88% | 加仓 |
| V先锋领航STAR基金VXUS |
| 5.52% | 6.89% | $1.47亿 | 172.1万股 | $1.27亿 | 164.3万股 | +7.8万股+4.72% | 加仓 |
| S道富SPYV |
| 5.27% | 6.77% | $1.41亿 | 231.1万股 | $1.24亿 | 219.8万股 | +11.3万股+5.14% | 加仓 |
| V先锋领航指数基金VOO |
| 4.32% | 5.34% | $1.15亿 | 16.7万股 | $9,816.2万 | 16.4万股 | +3,133股+1.91% | 加仓 |
| IiShares安硕信托GVI |
| 3.15% | 4.43% | $8,380.3万 | 77.9万股 | $8,147.4万 | 76.8万股 | +1.1万股+1.45% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 3.08% | 3.74% | $8,209.9万 | 242.6万股 | $6,873.9万 | 236.0万股 | +6.6万股+2.80% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 2.72% | 3.5% | $7,236.7万 | 81.7万股 | $6,432.7万 | 78.0万股 | +3.7万股+4.73% | 加仓 |
| IISHARES MSCI JAPAN SMALL-CAP ETFEWZS |
| 2.52% | — | $6,717.1万 | 63.8万股 | $0 | 0股 | +63.8万股 | 新买入 |
 苹果AAPL |
| 2.1% | 2.52% | $5,601.9万 | 19.4万股 | $4,628.1万 | 18.2万股 | +1.1万股+6.16% | 加仓 |
| V先锋领航指数基金VTV |
| 2.04% | 2.65% | $5,425.3万 | 24.9万股 | $4,874.9万 | 24.8万股 | +482股+0.19% | 加仓 |
 微软MSFT |
| 1.44% | 1.95% | $3,844.2万 | 10.3万股 | $3,593.1万 | 9.7万股 | +5,991股+6.17% | 加仓 |
 英伟达NVDA |
| 1.33% | 1.61% | $3,542.7万 | 17.7万股 | $2,956.9万 | 17.0万股 | +7,515股+4.43% | 加仓 |
| IiShares安硕EWJ |
| 1.26% | 1.57% | $3,364.7万 | 36.1万股 | $2,884.9万 | 34.2万股 | +1.9万股+5.58% | 加仓 |
 亚马逊AMZN |
| 1.06% | 1.13% | $2,824.9万 | 11.9万股 | $2,080.1万 | 10.0万股 | +1.9万股+18.67% | 加仓 |
| SSPDR道富系列信托SJNK |
| 1.04% | 1.48% | $2,770.8万 | 110.7万股 | $2,718.7万 | 108.8万股 | +1.9万股+1.71% | 加仓 |
 谷歌AGOOGL |
| 0.97% | 0.99% | $2,592.5万 | 7.3万股 | $1,819.7万 | 6.3万股 | +9,266股+14.64% | 加仓 |
| IiShares安硕URTH |
| 0.86% | 1.15% | $2,281.0万 | 11.3万股 | $2,118.9万 | 11.8万股 | -5,139股-4.37% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.77% | 0.82% | $2,054.3万 | 5.8万股 | $1,512.0万 | 5.3万股 | +5,430股+10.30% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.73% | 0.99% | $1,942.9万 | 12.3万股 | $1,823.5万 | 12.3万股 | -179股-0.15% | 减仓 |
| G通用动力VTI |
| 0.73% | 0.91% | $1,939.0万 | 5.2万股 | $1,671.6万 | 5.2万股 | +295股+0.57% | 加仓 |
| IiShares安硕信托IXUS |
| 0.64% | 0.84% | $1,702.2万 | 17.8万股 | $1,546.6万 | 17.9万股 | -151股-0.08% | 减仓 |
 博通AVGO |
| 0.64% | 0.72% | $1,697.9万 | 4.5万股 | $1,327.3万 | 4.3万股 | +2,065股+4.82% | 加仓 |
| V先锋领航指数基金VUG |
| 0.5% | 0.62% | $1,345.1万 | 15.6万股 | $1,130.6万 | 2.6万股 | +13.0万股+503.29% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.5% | 0.65% | $1,335.1万 | 2.7万股 | $1,191.2万 | 2.5万股 | +1,823股+7.33% | 加仓 |
 摩根大通JPM |
| 0.47% | 0.57% | $1,246.8万 | 3.8万股 | $1,050.7万 | 3.6万股 | +2,371股+6.64% | 加仓 |
 VisaV |
| 0.4% | 0.45% | $1,074.0万 | 3.1万股 | $827.4万 | 2.7万股 | +3,929股+14.35% | 加仓 |
 好市多COST |
| 0.4% | 0.58% | $1,072.9万 | 1.1万股 | $1,074.6万 | 1.1万股 | +684股+6.34% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.39% | 0.37% | $1,046.3万 | 10.1万股 | $676.8万 | 7.0万股 | +3.1万股+44.55% | 加仓 |
 美光科技MU |
| 0.37% | 0.14% | $989.7万 | 8,574股 | $248.3万 | 7,346股 | +1,228股+16.72% | 加仓 |
 礼来LLY |
| 0.36% | 0.37% | $950.7万 | 7,926股 | $686.0万 | 7,458股 | +468股+6.28% | 加仓 |
| I景顺交易所交易基金IIBKLN |
| 0.34% | 0.49% | $903.9万 | 44.4万股 | $908.4万 | 44.5万股 | -1,310股-0.29% | 减仓 |
| IiShares安硕信托PFF |
| 0.33% | 0.47% | $868.6万 | 28.5万股 | $865.8万 | 28.6万股 | -678股-0.24% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.32% | 0.43% | $861.6万 | 10.5万股 | $784.0万 | 9.5万股 | +9,984股+10.51% | 加仓 |
 特斯拉TSLA |
| 0.31% | 0.35% | $822.2万 | 2.0万股 | $646.0万 | 1.7万股 | +2,172股+12.50% | 加仓 |
 台积电TSM |
| 0.29% | 0.29% | $779.1万 | 1.6万股 | $540.2万 | 1.6万股 | +340股+2.13% | 加仓 |
| IiShares安硕信托IDV |
| 0.28% | 0.42% | $754.0万 | 18.2万股 | $774.6万 | 18.2万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.28% | 0.45% | $743.0万 | 1.3万股 | $827.7万 | 1.4万股 | -1,278股-8.83% | 减仓 |
| IiShares安硕信托TLH |
| 0.27% | 0.39% | $708.2万 | 7.1万股 | $712.9万 | 7.1万股 | -214股-0.30% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.26% | 0.3% | $683.3万 | 9.6万股 | $545.7万 | 8.5万股 | +1.1万股+12.62% | 加仓 |
 艾伯维ABBV |
| 0.22% | 0.25% | $589.8万 | 2.3万股 | $451.8万 | 2.1万股 | +2,664股+12.82% | 加仓 |
 强生JNJ |
| 0.2% | 0.27% | $526.8万 | 2.1万股 | $496.2万 | 2.0万股 | +442股+2.18% | 加仓 |
| SSPDR黄金信托GLD |
| 0.2% | 0.22% | $523.7万 | 1.4万股 | $401.0万 | 9,320股 | +4,897股+52.54% | 加仓 |
 GE航空GE |
| 0.18% | 0.2% | $489.5万 | 1.3万股 | $375.5万 | 1.3万股 | -113股-0.86% | 减仓 |
 默沙东MRK |
| 0.18% | 0.25% | $479.7万 | 3.7万股 | $455.3万 | 3.8万股 | -495股-1.32% | 减仓 |
 QUANTA SVCSPWR |
| 0.17% | 0.2% | $465.4万 | 6,464股 | $374.0万 | 6,812股 | -348股-5.11% | 减仓 |
 泛林集团LRCX |
| 0.17% | 0.12% | $453.9万 | 1.0万股 | $217.2万 | 1.0万股 | +310股+3.05% | 加仓 |
 AMD超威AMD |
| 0.17% | 0.07% | $449.3万 | 7,735股 | $134.6万 | 6,617股 | +1,118股+16.90% | 加仓 |
 PLAINS ALL AMERN PIPELINE LPAA |
| 0.17% | 0.23% | $447.3万 | 20.1万股 | $430.5万 | 19.3万股 | +8,117股+4.21% | 加仓 |
