| V先锋领航指数基金VTV |
| 14.19% | 17.28% | $2,563.3万 | 11.8万股 | $2,850.0万 | 14.5万股 | -2.8万股-19.03% | 减仓 |
| V先锋领航指数基金VUG |
| 13.47% | 13.52% | $2,432.9万 | 28.2万股 | $2,230.6万 | 5.1万股 | +23.1万股+453.07% | 加仓 |
| V先锋领航·FTSEVEA |
| 10.34% | 9.81% | $1,868.8万 | 26.2万股 | $1,618.4万 | 25.3万股 | +9,726股+3.85% | 加仓 |
| V先锋领航·FSTEVWO |
| 9.33% | 9.73% | $1,685.9万 | 28.2万股 | $1,605.5万 | 29.7万股 | -1.5万股-4.91% | 减仓 |
| IiShares安硕·COREIJH |
| 6.72% | 6.92% | $1,214.0万 | 15.7万股 | $1,141.5万 | 16.9万股 | -1.2万股-6.86% | 减仓 |
| S道富SPAB |
| 6.17% | 7.87% | $1,115.0万 | 43.7万股 | $1,297.6万 | 50.6万股 | -7.0万股-13.74% | 减仓 |
| IiShares安硕·COREIJR |
| 5.94% | 6.92% | $1,073.6万 | 7.2万股 | $1,140.9万 | 9.2万股 | -1.9万股-21.12% | 减仓 |
| B贝莱德ETF信托DYNF |
| 5.52% | — | $997.2万 | 14.7万股 | $0 | 0股 | +14.7万股 | 新买入 |
| IiShares安硕信托ICSH |
| 4.29% | 4.72% | $775.8万 | 15.3万股 | $777.7万 | 15.4万股 | -260股-0.17% | 减仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 4.16% | — | $751.7万 | 21.9万股 | $0 | 0股 | +21.9万股 | 新买入 |
| IiShares黄金信托IAU |
| 4.05% | 4.48% | $731.3万 | 9.7万股 | $739.1万 | 8.4万股 | +1.3万股+15.52% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 3.78% | 4.45% | $682.7万 | 13.5万股 | $734.4万 | 14.7万股 | -1.2万股-8.31% | 减仓 |
| V先锋领航债券指数基金BLV |
| 3.11% | 3.72% | $561.1万 | 8.1万股 | $613.8万 | 8.9万股 | -7,841股-8.79% | 减仓 |
| IiShares安硕信托LQD |
| 3.08% | 3.71% | $556.9万 | 5.1万股 | $611.9万 | 5.6万股 | -5,081股-9.05% | 减仓 |
| IiShares安硕信托SGOV |
| 1.67% | 1.98% | $301.0万 | 3.0万股 | $326.6万 | 3.2万股 | -2,548股-7.85% | 减仓 |
| I景顺交易所交易基金IIPZA |
| 1.23% | 1.41% | $221.7万 | 9.4万股 | $232.7万 | 10.1万股 | -7,025股-6.94% | 减仓 |
 雪佛龙CVX |
| 0.74% | 1.01% | $133.7万 | 8,065股 | $166.2万 | 8,031股 | +34股+0.42% | 加仓 |
 埃克森美孚XOM |
| 0.47% | 0.64% | $85.4万 | 6,243股 | $104.8万 | 6,178股 | +65股+1.05% | 加仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.36% | 0.35% | $64.4万 | 1.3万股 | $58.5万 | 9,917股 | +2,699股+27.22% | 加仓 |
 布鲁克菲尔德BN |
| 0.27% | 0.28% | $48.6万 | 1.1万股 | $46.1万 | 1.1万股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.25% | 0.23% | $44.6万 | 1,586股 | $38.2万 | 1,574股 | +12股+0.76% | 加仓 |
 苹果AAPL |
| 0.19% | 0.26% | $35.1万 | 1,213股 | $42.8万 | 1,685股 | -472股-28.01% | 减仓 |
| IiShares安硕信托IVV |
| 0.19% | 0.18% | $34.1万 | 455股 | $29.8万 | 455股 | 00.00% | 持仓不变 |
| KKKR & COMKKR |
| 0.15% | 0.17% | $27.6万 | 3,010股 | $27.8万 | 3,010股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.11% | — | $20.7万 | 1,033股 | $0 | 0股 | +1,033股 | 新买入 |
| V先锋领航国际股票指数基金VT |
| 0.11% | — | $20.6万 | 1,314股 | $0 | 0股 | +1,314股 | 新买入 |
| S嘉信·USSCHX |
| 0.11% | — | $20.5万 | 6,972股 | $0 | 0股 | +6,972股 | 新买入 |
