| V先锋领航指数基金VOO |
| 7.35% | 7.52% | $1,669.9万 | 2.4万股 | $1,435.9万 | 2.4万股 | +284股+1.18% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 4.33% | 4.42% | $982.0万 | 11.2万股 | $843.5万 | 2.3万股 | +8.9万股+386.61% | 加仓 |
| IiShares安硕信托IVV |
| 4.19% | 3.68% | $950.5万 | 1.3万股 | $703.0万 | 1.1万股 | +1,930股+17.93% | 加仓 |
| V先锋领航全球基金MGV |
| 3.04% | 3.22% | $689.2万 | 4.2万股 | $614.7万 | 4.2万股 | -243股-0.57% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.9% | 3.35% | $658.9万 | 14.5万股 | $639.8万 | 14.0万股 | +4,599股+3.28% | 加仓 |
| IiShares安硕信托IEFA |
| 2.79% | 3.06% | $633.5万 | 6.6万股 | $585.1万 | 6.5万股 | +956股+1.48% | 加仓 |
| I景顺QQQ信托VOO |
| 2.36% | 2.19% | $536.2万 | 7,281股 | $417.5万 | 7,233股 | +48股+0.66% | 加仓 |
 英伟达NVDA |
| 2.36% | 2.32% | $536.1万 | 2.7万股 | $442.8万 | 2.5万股 | +1,404股+5.53% | 加仓 |
| V先锋领航指数基金VB |
| 2.15% | 2.22% | $488.3万 | 1.6万股 | $423.8万 | 1.6万股 | -71股-0.44% | 减仓 |
| V先锋领航白厅基金VYM |
| 2.07% | 1.9% | $470.7万 | 3.0万股 | $363.8万 | 2.5万股 | +5,221股+21.25% | 加仓 |
 苹果AAPL |
| 1.99% | 2.06% | $452.1万 | 1.6万股 | $393.5万 | 1.6万股 | +118股+0.76% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.75% | 1.88% | $396.5万 | 2.0万股 | $358.8万 | 1.9万股 | +598股+3.07% | 加仓 |
 谷歌AGOOGL |
| 1.65% | 1.6% | $373.9万 | 1.0万股 | $305.2万 | 1.1万股 | -153股-1.44% | 减仓 |
 亚马逊AMZN |
| 1.62% | 1.68% | $368.0万 | 1.5万股 | $321.8万 | 1.5万股 | -11股-0.07% | 减仓 |
| V先锋领航·WELLINGTON FDVFMF |
| 1.5% | 1.44% | $339.9万 | 1.9万股 | $275.1万 | 1.8万股 | +1,465股+8.26% | 加仓 |
| G通用动力VTI |
| 1.34% | 1.4% | $304.6万 | 8,232股 | $267.1万 | 8,326股 | -94股-1.13% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.32% | 1.54% | $299.1万 | 3.0万股 | $294.6万 | 2.9万股 | +371股+1.27% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.28% | 1.37% | $291.2万 | 1.2万股 | $261.4万 | 1.2万股 | -49股-0.41% | 减仓 |
| SSPDR道富系列信托BIL |
| 1.14% | 1.79% | $259.7万 | 2.8万股 | $341.0万 | 3.7万股 | -8,874股-23.85% | 减仓 |
| IiShares安硕IEMG |
| 1.14% | 1.15% | $258.3万 | 3.1万股 | $219.5万 | 3.1万股 | -291股-0.92% | 减仓 |
| IiShares安硕信托HYG |
| 1.03% | 1.2% | $233.9万 | 2.9万股 | $229.7万 | 2.9万股 | +379股+1.31% | 加仓 |
| IiShares High Yield Systematic Bond ETFHYDB |
| 0.98% | 1.15% | $223.1万 | 4.8万股 | $219.4万 | 4.7万股 | +537股+1.14% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.95% | 0.91% | $214.7万 | 6,077股 | $174.5万 | 6,084股 | -7股-0.12% | 减仓 |
 微软MSFT |
| 0.94% | 1.23% | $213.4万 | 5,722股 | $234.5万 | 6,336股 | -614股-9.69% | 减仓 |
| V先锋领航指数基金VOT |
| 0.87% | 0.89% | $197.6万 | 6,451股 | $170.9万 | 6,640股 | -189股-2.85% | 减仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.86% | 1.04% | $195.6万 | 2.0万股 | $198.7万 | 2.1万股 | -462股-2.23% | 减仓 |
| V先锋领航·WELLINGTON FDVFMO |
| 0.82% | 0.71% | $185.5万 | 7,434股 | $136.5万 | 6,925股 | +509股+7.35% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.81% | 0.51% | $183.2万 | 2.2万股 | $96.8万 | 1.2万股 | +1.1万股+90.32% | 加仓 |
| V先锋领航指数基金VXF |
| 0.79% | 0.79% | $178.4万 | 7,246股 | $151.0万 | 7,339股 | -93股-1.27% | 减仓 |
| V先锋领航指数基金VUG |
| 0.77% | 0.79% | $175.4万 | 2.0万股 | $150.7万 | 3,450股 | +1.7万股+490.09% | 加仓 |
 AMD超威AMD |
| 0.75% | 0.34% | $171.1万 | 2,945股 | $64.6万 | 3,174股 | -229股-7.21% | 减仓 |
 博通AVGO |
| 0.72% | 0.64% | $164.5万 | 4,356股 | $121.5万 | 3,927股 | +429股+10.92% | 加仓 |
| V先锋领航指数基金VBK |
| 0.7% | 0.69% | $159.3万 | 4,356股 | $131.6万 | 4,353股 | +3股+0.07% | 加仓 |
 美光科技MU |
| 0.68% | 0.26% | $154.9万 | 1,342股 | $49.7万 | 1,471股 | -129股-8.77% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.67% | 0.79% | $151.3万 | 3,023股 | $151.6万 | 3,163股 | -140股-4.43% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.66% | 0.75% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
 西部数据WDC |
| 0.64% | 0.13% | $144.3万 | 2,259股 | $25.3万 | 935股 | +1,324股+141.60% | 加仓 |
| IiShares安硕信托IGIB |
| 0.58% | 0.69% | $132.2万 | 2.5万股 | $132.3万 | 2.5万股 | +9股+0.04% | 加仓 |
| FFIRST TR HIGH YIELD OPPRT 2027 COMFTHY |
| 0.57% | 0.67% | $129.5万 | 9.5万股 | $127.9万 | 9.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托SHYG |
| 0.56% | 0.64% | $127.6万 | 3.0万股 | $121.4万 | 2.9万股 | +1,402股+4.89% | 加仓 |
 卡特彼勒CAT |
| 0.56% | 0.45% | $127.4万 | 1,196股 | $85.2万 | 1,202股 | -6股-0.50% | 减仓 |
 United TherapeuticsUTHR |
| 0.54% | 0.71% | $123.5万 | 2,279股 | $136.2万 | 2,297股 | -18股-0.78% | 减仓 |
| IiShares安硕信托IEI |
| 0.54% | 0.57% | $123.4万 | 1.1万股 | $109.6万 | 9,243股 | +1,261股+13.64% | 加仓 |
 Arm控股ARM |
| 0.53% | 0.3% | $120.1万 | 3,387股 | $56.9万 | 3,763股 | -376股-9.99% | 减仓 |
 Meta平台META |
| 0.53% | 0.65% | $120.0万 | 2,131股 | $123.3万 | 2,155股 | -24股-1.11% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.52% | 0.64% | $118.6万 | 5,576股 | $122.6万 | 6,389股 | -813股-12.72% | 减仓 |
| S嘉信策略信托SCHD |
| 0.52% | 0.19% | $117.5万 | 3.7万股 | $36.3万 | 1.2万股 | +2.5万股+213.22% | 加仓 |
 摩根大通JPM |
| 0.51% | 0.38% | $116.7万 | 3,565股 | $72.7万 | 2,472股 | +1,093股+44.22% | 加仓 |
| IiShares安硕信托GJS |
| 0.51% | 0.54% | $116.1万 | 5.1万股 | $104.1万 | 4.5万股 | +5,504股+12.11% | 加仓 |
| V先锋领航指数基金VTV |
| 0.5% | 0.51% | $113.3万 | 5,198股 | $96.6万 | 4,926股 | +272股+5.52% | 加仓 |
