| IiShares安硕·COREIJR |
| 14.45% | 13.22% | $7,279.9万 | 49.1万股 | $5,819.1万 | 46.8万股 | +2.3万股+4.86% | 加仓 |
| IiShares安硕信托AGG |
| 10.02% | 10.85% | $5,048.3万 | 51.0万股 | $4,773.3万 | 48.1万股 | +2.9万股+6.07% | 加仓 |
| V先锋领航·FTSEVEA |
| 7.38% | 7.6% | $3,716.3万 | 52.2万股 | $3,345.9万 | 52.2万股 | -546股-0.10% | 减仓 |
| IiShares安硕信托IVV |
| 6.36% | 6.17% | $3,204.0万 | 4.3万股 | $2,717.4万 | 4.2万股 | +1,183股+2.84% | 加仓 |
| V先锋领航指数基金VV |
| 5.98% | 5.78% | $3,010.6万 | 8.8万股 | $2,543.1万 | 8.5万股 | +2,443股+2.87% | 加仓 |
| IiShares安硕IEMG |
| 5.6% | 5.22% | $2,823.7万 | 34.1万股 | $2,297.5万 | 32.9万股 | +1.1万股+3.48% | 加仓 |
| S嘉信·USSCHX |
| 4.72% | 4.66% | $2,378.2万 | 80.8万股 | $2,049.3万 | 79.9万股 | +8,803股+1.10% | 加仓 |
| V先锋领航指数基金VOO |
| 4.54% | 4.63% | $2,287.6万 | 3.3万股 | $2,036.7万 | 3.4万股 | -777股-2.28% | 减仓 |
| V先锋领航指数基金VB |
| 4.05% | 4.01% | $2,039.4万 | 6.7万股 | $1,764.8万 | 6.7万股 | -99股-0.15% | 减仓 |
| G通用动力VTI |
| 3.39% | 3.41% | $1,707.3万 | 4.6万股 | $1,499.8万 | 4.7万股 | -611股-1.31% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.35% | 2.31% | $1,185.0万 | 1.6万股 | $1,018.6万 | 1.6万股 | +206股+1.32% | 加仓 |
 苹果AAPL |
| 2.2% | 2.44% | $1,110.3万 | 3.8万股 | $1,072.0万 | 4.2万股 | -3,867股-9.16% | 减仓 |
| IiShares安硕信托IEFA |
| 2.15% | 2.3% | $1,082.7万 | 11.2万股 | $1,013.7万 | 11.2万股 | +130股+0.12% | 加仓 |
| S道富SPYM |
| 2.1% | 1.78% | $1,056.4万 | 12.0万股 | $782.2万 | 10.2万股 | +1.8万股+17.63% | 加仓 |
 博通AVGO |
| 1.56% | 0.92% | $788.4万 | 2.1万股 | $403.8万 | 1.3万股 | +7,827股+60.00% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.55% | 1.61% | $778.7万 | 13.0万股 | $707.6万 | 13.1万股 | -457股-0.35% | 减仓 |
| IiShares安硕信托ITOT |
| 1.55% | 1.51% | $778.5万 | 4.7万股 | $663.8万 | 4.7万股 | +784股+1.68% | 加仓 |
 特斯拉TSLA |
| 1.51% | 1.57% | $761.8万 | 1.8万股 | $689.3万 | 1.9万股 | -429股-2.31% | 减仓 |
| S嘉信·USSCHA |
| 0.99% | 0.91% | $496.8万 | 13.7万股 | $399.2万 | 13.7万股 | +208股+0.15% | 加仓 |
| I景顺QQQ信托VOO |
| 0.95% | 0.84% | $479.2万 | 6,507股 | $369.3万 | 6,398股 | +109股+1.70% | 加仓 |
 微软MSFT |
| 0.87% | 0.71% | $437.7万 | 1.2万股 | $310.9万 | 8,400股 | +3,334股+39.69% | 加仓 |
 英伟达NVDA |
| 0.86% | 0.97% | $434.4万 | 2.2万股 | $427.4万 | 2.5万股 | -2,793股-11.40% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.78% | 0.82% | $390.6万 | 4.1万股 | $362.1万 | 4.1万股 | -317股-0.78% | 减仓 |
 亚马逊AMZN |
| 0.63% | 0.7% | $316.1万 | 1.3万股 | $306.9万 | 1.5万股 | -1,476股-10.02% | 减仓 |
 ONEOKOKE |
| 0.59% | 0.7% | $296.9万 | 3.4万股 | $309.3万 | 3.4万股 | -68股-0.20% | 减仓 |
| IiShares安硕信托GVI |
| 0.55% | 0.64% | $278.3万 | 2.6万股 | $282.4万 | 2.7万股 | -745股-2.80% | 减仓 |
 谷歌AGOOGL |
| 0.41% | 0.4% | $207.1万 | 5,796股 | $176.2万 | 6,127股 | -331股-5.40% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.39% | 0.4% | $196.5万 | 5,562股 | $175.4万 | 6,116股 | -554股-9.06% | 减仓 |
| S嘉信策略信托SCHF |
| 0.32% | 0.32% | $161.5万 | 5.8万股 | $142.1万 | 5.7万股 | +898股+1.56% | 加仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.31% | 0.39% | $154.3万 | 3.0万股 | $171.6万 | 2.9万股 | +1,150股+3.96% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.28% | 0.24% | $142.5万 | 4,703股 | $104.8万 | 4,409股 | +294股+6.67% | 加仓 |
| V先锋领航·TOTALBND |
| 0.27% | 0.3% | $135.1万 | 1.8万股 | $132.8万 | 1.8万股 | +369股+2.05% | 加仓 |
 摩根大通JPM |
| 0.23% | 0.25% | $115.2万 | 3,520股 | $110.9万 | 3,770股 | -250股-6.63% | 减仓 |
 Meta平台META |
| 0.22% | 0.28% | $110.2万 | 1,957股 | $125.4万 | 2,192股 | -235股-10.72% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.22% | 0.21% | $108.4万 | 3.7万股 | $92.4万 | 3.7万股 | +629股+1.71% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.2% | 0.2% | $101.9万 | 6,490股 | $89.8万 | 6,490股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.2% | 0.18% | $100.1万 | 4,592股 | $78.5万 | 3,999股 | +593股+14.83% | 加仓 |
 CHUBB LIMITEDCB |
| 0.19% | 0.21% | $93.3万 | 2,738股 | $94.3万 | 2,892股 | -154股-5.33% | 减仓 |
| V先锋领航指数基金VUG |
| 0.18% | 0.15% | $90.1万 | 1.0万股 | $65.0万 | 1,488股 | +8,968股+602.69% | 加仓 |
 GE VernovaGEV |
| 0.17% | 0.15% | $87.1万 | 741股 | $66.3万 | 760股 | -19股-2.50% | 减仓 |
 帕兰提尔PLTR |
| 0.17% | 0.28% | $85.2万 | 7,300股 | $121.6万 | 8,315股 | -1,015股-12.21% | 减仓 |
 HUNT J B TRANS SVCSJBHT |
| 0.17% | 0.14% | $85.1万 | 2,941股 | $62.3万 | 2,940股 | +1股+0.03% | 加仓 |
| IiShares安硕·COREIJH |
| 0.16% | 0.16% | $82.6万 | 1.1万股 | $72.3万 | 1.1万股 | -7股-0.07% | 减仓 |
 GE航空GE |
| 0.15% | 0.15% | $77.0万 | 2,059股 | $64.5万 | 2,271股 | -212股-9.34% | 减仓 |
| S嘉信策略信托SCHD |
| 0.15% | 0.17% | $75.9万 | 2.4万股 | $74.6万 | 2.4万股 | -399股-1.64% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.15% | 0.16% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.14% | 0.23% | $72.2万 | 3,394股 | $102.4万 | 5,335股 | -1,941股-36.38% | 减仓 |
 南方电力SO |
| 0.13% | 0.16% | $66.2万 | 6,920股 | $69.4万 | 7,187股 | -267股-3.72% | 减仓 |
| V先锋领航全球基金VGT |
| 0.12% | 0.11% | $61.0万 | 5,103股 | $46.4万 | 664股 | +4,439股+668.52% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.11% | 0.11% | $55.2万 | 2,332股 | $50.0万 | 2,324股 | +8股+0.34% | 加仓 |
