 特斯拉TSLA |
| 4.74% | 4.74% | $7,047.7万 | 16.8万股 | $6,277.1万 | 16.9万股 | -1,291股-0.76% | 减仓 |
| IiShares安硕信托SGOV |
| 3.8% | 4.84% | $5,638.0万 | 56.0万股 | $6,411.5万 | 63.7万股 | -7.7万股-12.07% | 减仓 |
 英伟达NVDA |
| 2.96% | 2.83% | $4,396.1万 | 22.0万股 | $3,742.6万 | 21.5万股 | +5,121股+2.39% | 加仓 |
| IiShares安硕·COREIJH |
| 2.89% | 2.73% | $4,286.1万 | 55.6万股 | $3,613.0万 | 53.5万股 | +2.1万股+3.89% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.77% | 2.57% | $4,119.7万 | 13.7万股 | $3,402.6万 | 13.7万股 | -84股-0.06% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.37% | 2.48% | $3,519.0万 | 7.0万股 | $3,281.2万 | 6.8万股 | +1,854股+2.71% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.27% | 2.07% | $3,377.8万 | 4.5万股 | $2,745.4万 | 4.2万股 | +3,017股+7.15% | 加仓 |
| V先锋领航全球基金MGV |
| 2.11% | 2% | $3,129.6万 | 19.1万股 | $2,654.2万 | 18.3万股 | +8,363股+4.57% | 加仓 |
| IiShares安硕信托IWY |
| 1.95% | 1.79% | $2,893.2万 | 10.0万股 | $2,375.5万 | 9.5万股 | +4,091股+4.29% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.83% | 1.69% | $2,719.4万 | 12.8万股 | $2,240.2万 | 11.7万股 | +1.1万股+9.49% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Treasury EtfIBTK |
| 1.81% | 1.83% | $2,684.4万 | 137.4万股 | $2,425.7万 | 123.0万股 | +14.4万股+11.69% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 1.63% | 1.81% | $2,416.9万 | 20.6万股 | $2,401.4万 | 20.7万股 | -90股-0.04% | 减仓 |
| IiShares安硕·COREIJR |
| 1.51% | 1.36% | $2,237.0万 | 15.1万股 | $1,796.5万 | 14.5万股 | +6,312股+4.37% | 加仓 |
 苹果AAPL |
| 1.44% | 1.52% | $2,146.2万 | 7.4万股 | $2,013.8万 | 7.9万股 | -5,176股-6.52% | 减仓 |
 亚马逊AMZN |
| 1.44% | 1.59% | $2,135.0万 | 9.0万股 | $2,100.8万 | 10.1万股 | -1.1万股-11.20% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 1.38% | 1.56% | $2,054.9万 | 41.3万股 | $2,071.7万 | 41.6万股 | -3,322股-0.80% | 减仓 |
| IIshares Trust Ibonds Dec 2031 Term Treasury EtfIBTL |
| 1.35% | 1.47% | $1,999.7万 | 99.0万股 | $1,948.3万 | 95.5万股 | +3.5万股+3.70% | 加仓 |
| V先锋领航指数基金VUG |
| 1.32% | 1.27% | $1,961.6万 | 22.8万股 | $1,688.4万 | 3.9万股 | +18.9万股+489.12% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.26% | 1.42% | $1,877.9万 | 19.9万股 | $1,878.9万 | 19.7万股 | +1,706股+0.87% | 加仓 |
| IiShares安硕信托IBTH |
| 1.1% | 1.16% | $1,637.6万 | 73.2万股 | $1,539.5万 | 68.6万股 | +4.6万股+6.66% | 加仓 |
| V先锋领航全球基金VGT |
| 1.05% | 0.88% | $1,558.9万 | 13.0万股 | $1,166.0万 | 1.7万股 | +11.4万股+680.49% | 加仓 |
| PPOLEN DIVIDEND INCOME ETFDIVZ |
| 1% | 1.11% | $1,480.7万 | 39.6万股 | $1,474.4万 | 39.6万股 | +90股+0.02% | 加仓 |
| I景顺·S&PIDMO |
| 0.96% | 0.94% | $1,432.6万 | 23.8万股 | $1,251.0万 | 22.8万股 | +9,510股+4.17% | 加仓 |
| V先锋领航指数基金VTV |
| 0.96% | 0.99% | $1,424.2万 | 6.5万股 | $1,305.7万 | 6.7万股 | -1,199股-1.80% | 减仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 0.95% | 1.01% | $1,416.9万 | 23.7万股 | $1,344.0万 | 22.5万股 | +1.2万股+5.51% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.89% | 0.9% | $1,325.2万 | 4.4万股 | $1,190.5万 | 4.4万股 | +605股+1.38% | 加仓 |
| G通用动力VTI |
| 0.88% | 0.84% | $1,310.2万 | 3.5万股 | $1,116.5万 | 3.5万股 | +606股+1.74% | 加仓 |
| IiShares安硕信托IVLU |
| 0.87% | 0.88% | $1,287.7万 | 30.8万股 | $1,169.0万 | 29.5万股 | +1.3万股+4.52% | 加仓 |
 AMD超威AMD |
| 0.86% | 0.44% | $1,283.0万 | 2.2万股 | $587.2万 | 2.9万股 | -6,780股-23.49% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.82% | 0.8% | $1,219.3万 | 11.7万股 | $1,061.5万 | 10.9万股 | +8,093股+7.41% | 加仓 |
| V先锋领航·MIDVO |
| 0.8% | 0.8% | $1,193.0万 | 14.8万股 | $1,059.5万 | 3.7万股 | +11.1万股+301.33% | 加仓 |
| IiShares安硕IEMG |
| 0.8% | 0.73% | $1,187.4万 | 14.3万股 | $960.5万 | 13.8万股 | +5,621股+4.08% | 加仓 |
 博通AVGO |
| 0.8% | 0.81% | $1,181.9万 | 3.1万股 | $1,066.1万 | 3.4万股 | -3,155股-9.16% | 减仓 |
| AARK·ETF TRARKK |
| 0.78% | 0.73% | $1,162.2万 | 14.4万股 | $972.1万 | 14.4万股 | -18股-0.01% | 减仓 |
 谷歌AGOOGL |
| 0.78% | 0.89% | $1,162.0万 | 3.3万股 | $1,184.8万 | 4.1万股 | -8,686股-21.08% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.76% | 0.72% | $1,126.2万 | 3.2万股 | $956.3万 | 3.3万股 | -1,465股-4.39% | 减仓 |
| V先锋领航指数基金VB |
| 0.71% | 0.69% | $1,052.0万 | 3.5万股 | $918.7万 | 3.5万股 | -369股-1.05% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.71% | 0.7% | $1,047.5万 | 4.4万股 | $922.8万 | 4.3万股 | +1,362股+3.17% | 加仓 |
| IiShares安硕信托IVV |
| 0.7% | 0.57% | $1,037.4万 | 1.4万股 | $753.2万 | 1.2万股 | +2,323股+20.15% | 加仓 |
 帕兰提尔PLTR |
| 0.7% | 0.96% | $1,034.0万 | 8.9万股 | $1,276.8万 | 8.7万股 | +1,347股+1.54% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.68% | 0.65% | $1,015.8万 | 17.5万股 | $856.1万 | 14.6万股 | +2.8万股+19.34% | 加仓 |
| IiShares安硕信托IBTM |
| 0.67% | 0.16% | $997.2万 | 43.9万股 | $210.2万 | 9.2万股 | +34.8万股+379.33% | 加仓 |
| I景顺QQQ信托VOO |
| 0.65% | 0.56% | $971.7万 | 1.3万股 | $747.0万 | 1.3万股 | +253股+1.95% | 加仓 |
| V先锋领航·TOTALBND |
| 0.62% | 0.73% | $916.6万 | 12.5万股 | $961.3万 | 13.1万股 | -5,681股-4.35% | 减仓 |
 微软MSFT |
| 0.62% | 0.74% | $915.9万 | 2.5万股 | $976.2万 | 2.6万股 | -1,815股-6.88% | 减仓 |
| V先锋领航指数基金VOO |
| 0.61% | 0.59% | $906.8万 | 1.3万股 | $779.3万 | 1.3万股 | +162股+1.24% | 加仓 |
| IiShares安硕信托IBTI |
| 0.59% | 0.94% | $881.4万 | 39.8万股 | $1,245.3万 | 55.9万股 | -16.1万股-28.76% | 减仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 0.58% | 0.84% | $862.4万 | 37.7万股 | $1,113.9万 | 48.6万股 | -10.9万股-22.50% | 减仓 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 0.56% | 0.52% | $829.9万 | 4.9万股 | $688.0万 | 4.7万股 | +1,333股+2.81% | 加仓 |
 VIPER ENERGYVNOM |
| 0.55% | 0.7% | $817.5万 | 19.3万股 | $929.4万 | 19.8万股 | -4,988股-2.52% | 减仓 |
