| V先锋领航·TOTALBND |
| 7.28% | 9.2% | $3,162.8万 | 43.1万股 | $3,487.8万 | 47.4万股 | -4.3万股-9.03% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 6.96% | 6.46% | $3,022.7万 | 12.8万股 | $2,447.7万 | 11.4万股 | +1.4万股+12.24% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 6.79% | 6.84% | $2,949.4万 | 28.8万股 | $2,593.8万 | 33.0万股 | -4.1万股-12.57% | 减仓 |
| IiShares安硕信托IQLT |
| 6.54% | 6.51% | $2,840.8万 | 57.3万股 | $2,468.8万 | 53.4万股 | +3.9万股+7.36% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 4.1% | 4.21% | $1,782.5万 | 26.4万股 | $1,596.1万 | 25.0万股 | +1.4万股+5.62% | 加仓 |
| G通用动力VTI |
| 4.02% | 4.03% | $1,745.2万 | 4.7万股 | $1,526.4万 | 4.8万股 | -418股-0.88% | 减仓 |
| IiShares安硕信托SHYG |
| 3.68% | 0.39% | $1,596.8万 | 37.7万股 | $147.7万 | 3.5万股 | +34.2万股+978.88% | 加仓 |
| IiShares安硕信托GARP |
| 3.52% | 3.21% | $1,527.1万 | 18.5万股 | $1,215.8万 | 19.0万股 | -5,072股-2.67% | 减仓 |
| I景顺QQQ信托VOO |
| 3.42% | 2.99% | $1,486.5万 | 2.0万股 | $1,133.6万 | 2.0万股 | +546股+2.78% | 加仓 |
| IiShares安硕·COREIJH |
| 2.46% | 2.42% | $1,068.0万 | 13.9万股 | $918.9万 | 13.6万股 | +2,432股+1.79% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 2.01% | 2.23% | $873.4万 | 14.2万股 | $845.1万 | 15.2万股 | -1.0万股-6.64% | 减仓 |
| AAvantis·U SAVUV |
| 1.87% | 1.51% | $813.2万 | 6.5万股 | $572.1万 | 5.2万股 | +1.3万股+25.86% | 加仓 |
| IiShares安硕信托DGRO |
| 1.77% | 1.71% | $768.9万 | 10.1万股 | $648.2万 | 9.2万股 | +9,082股+9.83% | 加仓 |
| SSPDR黄金信托GLD |
| 1.76% | 5.34% | $763.9万 | 2.1万股 | $2,022.8万 | 4.7万股 | -2.6万股-55.89% | 减仓 |
| V先锋领航指数基金VB |
| 1.7% | 1.62% | $738.7万 | 2.4万股 | $614.4万 | 2.3万股 | +910股+3.88% | 加仓 |
| SSPDR道富系列信托BILS |
| 1.51% | 1.34% | $657.3万 | 6.6万股 | $508.6万 | 5.1万股 | +1.5万股+29.32% | 加仓 |
 应用材料AMAT |
| 1.25% | 0.74% | $542.5万 | 7,504股 | $280.2万 | 8,197股 | -693股-8.45% | 减仓 |
 苹果AAPL |
| 1.12% | 1.27% | $487.7万 | 1.7万股 | $483.1万 | 1.9万股 | -2,183股-11.47% | 减仓 |
 英伟达NVDA |
| 1.08% | 1.34% | $467.2万 | 2.3万股 | $506.9万 | 2.9万股 | -5,713股-19.66% | 减仓 |
| S嘉信·USSCHX |
| 1.01% | 1.03% | $436.8万 | 14.8万股 | $392.3万 | 15.3万股 | -4,601股-3.01% | 减仓 |
 礼来LLY |
| 1% | 0.9% | $434.3万 | 3,621股 | $342.5万 | 3,724股 | -103股-2.77% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.95% | 0.79% | $413.3万 | 5.0万股 | $301.2万 | 4.2万股 | +8,212股+19.56% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.89% | 0.93% | $386.1万 | 5.4万股 | $351.4万 | 5.5万股 | -640股-1.17% | 减仓 |
| IiShares安硕信托ITOT |
| 0.87% | 0.85% | $376.9万 | 2.3万股 | $322.3万 | 2.3万股 | +314股+1.39% | 加仓 |
 亚马逊AMZN |
| 0.85% | 0.95% | $367.5万 | 1.5万股 | $360.5万 | 1.7万股 | -1,890股-10.92% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.81% | 0.69% | $350.5万 | 4.3万股 | $262.6万 | 3.2万股 | +1.1万股+34.21% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.79% | 0.28% | $344.4万 | 3.8万股 | $107.5万 | 1.2万股 | +2.6万股+220.39% | 加仓 |
 微软MSFT |
| 0.79% | 0.93% | $343.5万 | 9,207股 | $352.8万 | 9,531股 | -324股-3.40% | 减仓 |
| IiShares安硕信托USMV |
| 0.79% | 0.86% | $342.9万 | 3.6万股 | $325.5万 | 3.5万股 | +451股+1.29% | 加仓 |
| IISHARES IBONDS 2027 TERMIBHG |
| 0.77% | 0.7% | $333.1万 | 15.1万股 | $265.2万 | 12.0万股 | +3.1万股+25.87% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.75% | 0.75% | $327.6万 | 1.5万股 | $284.3万 | 1.5万股 | +105股+0.71% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.72% | 0.72% | $313.3万 | 8,867股 | $274.4万 | 9,564股 | -697股-7.29% | 减仓 |
| IiShares安硕信托STIP |
| 0.7% | 0.67% | $305.4万 | 3.0万股 | $253.5万 | 2.5万股 | +5,390股+21.99% | 加仓 |
 泛林集团LRCX |
| 0.65% | 0.37% | $282.2万 | 6,512股 | $140.6万 | 6,579股 | -67股-1.02% | 减仓 |
| IiShares安硕信托IXUS |
| 0.64% | 0.63% | $278.7万 | 2.9万股 | $239.0万 | 2.8万股 | +1,617股+5.86% | 加仓 |
| IiShares安硕信托GVI |
| 0.61% | 0.56% | $265.6万 | 2.5万股 | $211.0万 | 2.0万股 | +5,140股+25.95% | 加仓 |
 谷歌AGOOGL |
| 0.58% | 0.51% | $253.3万 | 7,088股 | $192.9万 | 6,706股 | +382股+5.70% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.56% | 0.58% | $242.1万 | 1.5万股 | $221.7万 | 1.5万股 | +354股+2.36% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.55% | 0.54% | $236.8万 | 2.7万股 | $205.8万 | 5,602股 | +2.1万股+380.76% | 加仓 |
 博通AVGO |
| 0.51% | 0.47% | $219.5万 | 5,812股 | $176.7万 | 5,709股 | +103股+1.80% | 加仓 |
 摩根大通JPM |
| 0.5% | 0.52% | $219.1万 | 6,695股 | $196.0万 | 6,662股 | +33股+0.50% | 加仓 |
 AMD超威AMD |
| 0.5% | 0.21% | $218.0万 | 3,752股 | $78.8万 | 3,872股 | -120股-3.10% | 减仓 |
| IIMMUNITYBIOIBRX |
| 0.42% | 0.51% | $181.5万 | 20.7万股 | $193.0万 | 25.2万股 | -4.4万股-17.62% | 减仓 |
| IiShares安硕·COREIJR |
| 0.4% | 0.35% | $174.5万 | 1.2万股 | $133.5万 | 1.1万股 | +1,027股+9.56% | 加仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 0.4% | 0.66% | $173.4万 | 5.6万股 | $251.6万 | 8.2万股 | -2.6万股-31.23% | 减仓 |
| IiShares安硕EEMV |
| 0.4% | 0.39% | $172.5万 | 2.3万股 | $148.5万 | 2.3万股 | -36股-0.16% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.39% | 0.56% | $169.8万 | 3.0万股 | $213.7万 | 3.8万股 | -7,640股-20.26% | 减仓 |
| IiShares安硕信托TLH |
| 0.38% | 0.48% | $166.9万 | 1.7万股 | $181.2万 | 1.8万股 | -1,356股-7.54% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.37% | 0.5% | $161.3万 | 2.0万股 | $189.5万 | 2.4万股 | -3,497股-14.63% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.34% | 0.38% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
