| V先锋领航指数基金VOO |
| 19.41% | 19.69% | $1,916.0万 | 5.5万股 | $1,780.9万 | 5.4万股 | +287股+0.53% | 加仓 |
| SSPDR标普500 ETFSPY |
| 10.85% | 11.84% | $1,070.9万 | 2.8万股 | $1,070.8万 | 3.0万股 | -1,979股-6.60% | 减仓 |
 苹果AAPL |
| 4.32% | 5.24% | $426.2万 | 3.3万股 | $474.4万 | 3.4万股 | -1,523股-4.44% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 4.26% | 4.17% | $420.6万 | 2.8万股 | $377.5万 | 2.8万股 | -236股-0.84% | 减仓 |
| V先锋领航指数基金VTV |
| 4.16% | 2.87% | $410.7万 | 2.9万股 | $259.4万 | 2.1万股 | +8,251股+39.27% | 加仓 |
| V先锋领航指数基金VB |
| 3.71% | 3.77% | $365.8万 | 2.0万股 | $340.8万 | 2.0万股 | -9股-0.05% | 减仓 |
| S嘉信策略信托SCHD |
| 2.8% | 1.63% | $276.1万 | 3.7万股 | $147.5万 | 2.2万股 | +1.4万股+64.60% | 加仓 |
| SSPDR道富系列信托SPYG |
| 2.6% | 3.34% | $256.5万 | 5.1万股 | $302.3万 | 6.0万股 | -9,724股-16.12% | 减仓 |
| SSPDR黄金信托GLD |
| 2.38% | 2.37% | $234.6万 | 1.4万股 | $214.5万 | 1.4万股 | -41股-0.30% | 减仓 |
| IIMPACT SHARES NAACP MINORITY EMPOWERMENT ETFNACP |
| 1.98% | 2.14% | $195.0万 | 7.3万股 | $194.0万 | 7.5万股 | -1,341股-1.79% | 减仓 |
| SSPDR行业精选信托XLE |
| 1.94% | 1.7% | $191.7万 | 2.2万股 | $153.9万 | 2.1万股 | +543股+2.54% | 加仓 |
 Meta平台META |
| 1.89% | 2.83% | $186.6万 | 1.6万股 | $256.3万 | 1.9万股 | -3,386股-17.93% | 减仓 |
| FFLEXSHARES TRESG |
| 1.78% | 1.81% | $176.0万 | 1.9万股 | $164.0万 | 1.9万股 | +79股+0.41% | 加仓 |
| AAPTUS DEFINED RISK ETFDRSK |
| 1.75% | 1.71% | $172.3万 | 6.7万股 | $154.6万 | 6.1万股 | +6,420股+10.55% | 加仓 |
 联合包裹UPSUPS |
| 1.64% | 1.66% | $161.7万 | 9,303股 | $150.2万 | 9,299股 | +4股+0.04% | 加仓 |
| IISHARES MSCI AGRICULTURE PRODUCERS ETFVEGI |
| 1.63% | 1.65% | $160.9万 | 3.8万股 | $149.3万 | 3.8万股 | -604股-1.58% | 减仓 |
 莫德纳MRNA |
| 1.58% | 1.14% | $155.6万 | 8,662股 | $102.8万 | 8,690股 | -28股-0.32% | 减仓 |
 微软MSFT |
| 1.57% | 1.7% | $155.4万 | 6,481股 | $153.5万 | 6,590股 | -109股-1.65% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.37% | 1.15% | $134.9万 | 2.1万股 | $103.9万 | 1.9万股 | +2,004股+10.80% | 加仓 |
 亚马逊AMZN |
| 1.17% | 1.87% | $115.2万 | 1.4万股 | $169.0万 | 1.5万股 | -1,238股-8.28% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.15% | 0.94% | $113.1万 | 2.5万股 | $85.3万 | 1.9万股 | +5,954股+31.62% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.07% | 1.28% | $105.8万 | 1.2万股 | $115.4万 | 1.2万股 | -74股-0.62% | 减仓 |
| IiShares安硕信托REZ |
| 0.98% | 1.17% | $97.1万 | 1.4万股 | $106.2万 | 1.5万股 | -572股-3.87% | 减仓 |
 谷歌AGOOGL |
| 0.98% | 1.16% | $97.1万 | 1.1万股 | $105.2万 | 1.1万股 | +2股+0.02% | 加仓 |
 NETFLIXNFLX |
| 0.92% | 0.87% | $90.4万 | 3,066股 | $78.4万 | 3,330股 | -264股-7.93% | 减仓 |
| G高盛·PHYSICAL GOLDAAAU |
| 0.84% | 0.77% | $82.5万 | 4.6万股 | $69.9万 | 4.2万股 | +3,237股+7.64% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.83% | 0.43% | $82.1万 | 1.9万股 | $39.3万 | 1.0万股 | +8,603股+85.40% | 加仓 |
| IiShares安硕IEMG |
| 0.76% | 0.69% | $74.8万 | 1.6万股 | $62.3万 | 1.4万股 | +1,528股+10.54% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.75% | 0.82% | $74.2万 | 1.7万股 | $73.8万 | 1.8万股 | -1,020股-5.80% | 减仓 |
 ZoomZM |
| 0.74% | 0.89% | $73.4万 | 1.1万股 | $80.9万 | 1.1万股 | -150股-1.36% | 减仓 |
 特斯拉TSLA |
| 0.71% | 1.84% | $70.3万 | 5,706股 | $166.0万 | 6,258股 | -552股-8.82% | 减仓 |
 摩根大通JPM |
| 0.67% | 0.59% | $66.0万 | 4,919股 | $53.5万 | 5,119股 | -200股-3.91% | 减仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.63% | 0.62% | $62.4万 | 8,360股 | $56.5万 | 8,462股 | -102股-1.21% | 减仓 |
 诺和诺德NVO |
| 0.58% | 0.47% | $57.5万 | 4,246股 | $42.9万 | 4,307股 | -61股-1.42% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.56% | 0.55% | $54.8万 | 4,380股 | $50.1万 | 4,493股 | -113股-2.52% | 减仓 |
 高盛GS |
| 0.53% | 0.5% | $52.5万 | 1,529股 | $44.9万 | 1,534股 | -5股-0.33% | 减仓 |
 百时美施贵宝BMY |
| 0.51% | 0.55% | $50.2万 | 6,983股 | $49.5万 | 6,964股 | +19股+0.27% | 加仓 |
 AON SHS CL AAON |
| 0.5% | 0.5% | $49.5万 | 1,650股 | $44.8万 | 1,671股 | -21股-1.26% | 减仓 |
| IiShares安硕信托IEFA |
| 0.49% | 0.36% | $48.3万 | 7,840股 | $32.4万 | 6,148股 | +1,692股+27.52% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.48% | — | $47.4万 | 5,842股 | $0 | 0股 | +5,842股 | 新买入 |
 GOLUB CAP BDCGBDC |
| 0.46% | 0.47% | $45.6万 | 3.5万股 | $42.9万 | 3.5万股 | +56股+0.16% | 加仓 |
 阿斯麦ASML |
| 0.46% | 0.5% | $45.4万 | 830股 | $45.5万 | 1,095股 | -265股-24.20% | 减仓 |
 FERRARI COMRACE |
| 0.45% | 0.43% | $44.2万 | 2,061股 | $38.7万 | 2,090股 | -29股-1.39% | 减仓 |
| IiShares安硕信托DSI |
| 0.43% | 0.44% | $42.3万 | 5,894股 | $39.5万 | 5,894股 | 00.00% | 持仓不变 |
 埃森哲ACN |
| 0.43% | 0.45% | $41.9万 | 1,572股 | $40.8万 | 1,587股 | -15股-0.95% | 减仓 |
 阿斯利康AZN |
| 0.42% | 0.37% | $41.2万 | 6,071股 | $33.3万 | 6,073股 | -2股-0.03% | 减仓 |
 ChipotleCMG |
| 0.4% | 0.48% | $39.8万 | 287股 | $43.4万 | 289股 | -2股-0.69% | 减仓 |
| V先锋领航指数基金VUG |
| 0.4% | 0.44% | $39.6万 | 1,857股 | $40.0万 | 1,868股 | -11股-0.59% | 减仓 |
| IiShares安硕信托AGG |
| 0.39% | 0.26% | $38.0万 | 3,919股 | $23.3万 | 2,423股 | +1,496股+61.74% | 加仓 |
 瑞思迈RMD |
| 0.38% | 0.44% | $37.7万 | 1,811股 | $39.6万 | 1,813股 | -2股-0.11% | 减仓 |
