| V先锋领航指数基金VOO |
| 26.87% | 27.11% | $579.7万 | 8,158股 | $504.6万 | 8,444股 | -286股-3.39% | 减仓 |
| V先锋领航·TOTALBND |
| 9.56% | 10.3% | $206.1万 | 2.9万股 | $191.7万 | 2.6万股 | +2,538股+9.75% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 6.59% | 7.03% | $142.1万 | 1.5万股 | $130.9万 | 1.6万股 | -474股-2.99% | 减仓 |
| IiShares安硕信托AGG |
| 6.37% | 7.55% | $137.4万 | 1.4万股 | $140.5万 | 1.4万股 | -25股-0.18% | 减仓 |
 CrowdStrikeCRWD |
| 5.73% | — | $123.6万 | 1,620股 | $0 | 0股 | +1,620股 | 新买入 |
| V先锋领航国际股票指数基金VPL |
| 5.43% | 5.62% | $117.1万 | 1.0万股 | $104.7万 | 1.1万股 | -311股-2.90% | 减仓 |
| SSPDR行业精选信托XLE |
| 3.45% | 4.12% | $74.3万 | 1.2万股 | $76.8万 | 1.3万股 | -177股-1.41% | 减仓 |
| IiShares安硕信托TIP |
| 3.24% | 2.53% | $69.8万 | 6,535股 | $47.1万 | 4,268股 | +2,267股+53.12% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.08% | 3.45% | $66.4万 | 1.1万股 | $64.2万 | 1.2万股 | -877股-7.38% | 减仓 |
 苹果AAPL |
| 2.18% | 2.96% | $47.0万 | 1,525股 | $55.2万 | 2,174股 | -649股-29.85% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.17% | 2.02% | $46.8万 | 605股 | $37.7万 | 579股 | +26股+4.49% | 加仓 |
| SSIMPLIFY EXCHANGE TRADED FUNTUA |
| 2.07% | 2.49% | $44.7万 | 2.2万股 | $46.4万 | 2.2万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 2.04% | 2.16% | $44.0万 | 5,534股 | $40.2万 | 5,765股 | -231股-4.01% | 减仓 |
| GGlobal X基金MLPX |
| 2.02% | 2.37% | $43.5万 | 5,916股 | $44.1万 | 5,968股 | -52股-0.87% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 1.97% | 2.62% | $42.4万 | 4,576股 | $48.8万 | 5,110股 | -534股-10.45% | 减仓 |
| IiShares安硕EUSA |
| 1.92% | 1.92% | $41.4万 | 3,511股 | $35.7万 | 3,511股 | 00.00% | 持仓不变 |
| VVANGUARD EMERGINGVWOB |
| 1.89% | 2.87% | $40.8万 | 6,185股 | $53.4万 | 8,132股 | -1,947股-23.94% | 减仓 |
| V先锋领航·MIDVO |
| 1.72% | 1.81% | $37.1万 | 4,480股 | $33.7万 | 1,172股 | +3,308股+282.25% | 加仓 |
 英伟达NVDA |
| 1.51% | 1.41% | $32.6万 | 1,500股 | $26.2万 | 1,500股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 1.39% | 1.32% | $30.0万 | 416股 | $24.6万 | 426股 | -10股-2.35% | 减仓 |
| IiShares安硕EWC |
| 1.3% | 1.39% | $28.0万 | 4,546股 | $25.9万 | 4,722股 | -176股-3.73% | 减仓 |
 英伟达NVDA |
| 1.24% | 1.15% | $26.8万 | 1,230股 | $21.5万 | 1,230股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.17% | — | $25.3万 | 909股 | $0 | 0股 | +909股 | 新买入 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.11% | 1.31% | $23.8万 | 4,092股 | $24.4万 | 4,092股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 1.07% | 1.26% | $23.1万 | 2,987股 | $23.4万 | 2,987股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFLTPZ |
| 0.99% | 1.37% | $21.3万 | 4,468股 | $25.5万 | 5,005股 | -537股-10.73% | 减仓 |
 BROADCOM COMAVGO |
| 0.98% | — | $21.1万 | 500股 | $0 | 0股 | +500股 | 新买入 |
| I景顺·S&PSPHQ |
| 0.97% | — | $21.0万 | 2,436股 | $0 | 0股 | +2,436股 | 新买入 |
