| DDimensional维度ETF信托DFSD |
| 10.39% | 9.8% | $3,682.7万 | 77.1万股 | $2,956.7万 | 61.8万股 | +15.4万股+24.89% | 加仓 |
| IiShares安硕信托SGOV |
| 10.3% | 11.69% | $3,650.5万 | 36.3万股 | $3,527.4万 | 35.0万股 | +1.2万股+3.48% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 8.94% | 8.46% | $3,168.5万 | 38.3万股 | $2,553.7万 | 6.3万股 | +32.1万股+512.23% | 加仓 |
| V先锋领航指数基金VOO |
| 8.71% | 8.61% | $3,086.0万 | 4.5万股 | $2,598.7万 | 4.3万股 | +1,442股+3.32% | 加仓 |
| V先锋领航·HEALTHVHT |
| 7.58% | 7.69% | $2,686.0万 | 9.0万股 | $2,321.6万 | 8.5万股 | +4,580股+5.37% | 加仓 |
| V先锋领航指数基金VV |
| 6.7% | 6.67% | $2,373.3万 | 6.9万股 | $2,012.1万 | 6.7万股 | +1,680股+2.50% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 6.43% | 6.61% | $2,276.8万 | 9.6万股 | $1,995.6万 | 9.3万股 | +3,427股+3.69% | 加仓 |
| V先锋领航全球基金VGT |
| 6.37% | 5.55% | $2,256.9万 | 18.9万股 | $1,674.0万 | 2.4万股 | +16.5万股+687.05% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 6.32% | 6.05% | $2,238.0万 | 25.5万股 | $1,824.7万 | 5.0万股 | +20.5万股+412.64% | 加仓 |
| AAvantis·U SAVUV |
| 5.73% | 6% | $2,031.3万 | 16.3万股 | $1,809.8万 | 16.4万股 | -1,015股-0.62% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 4.34% | 4.4% | $1,538.8万 | 31.8万股 | $1,327.4万 | 27.7万股 | +4.1万股+14.95% | 加仓 |
| V先锋领航·MIDVO |
| 4.31% | 4.38% | $1,527.0万 | 19.0万股 | $1,321.0万 | 4.6万股 | +14.4万股+312.02% | 加仓 |
| V先锋领航全球基金VFH |
| 3.27% | 3.35% | $1,158.4万 | 8.8万股 | $1,011.1万 | 8.4万股 | +4,331股+5.17% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.88% | 2.14% | $667.0万 | 7.3万股 | $645.6万 | 7.0万股 | +2,336股+3.32% | 加仓 |
 苹果AAPL |
| 0.78% | 0.78% | $277.3万 | 9,583股 | $235.7万 | 9,286股 | +297股+3.20% | 加仓 |
| V先锋领航·TOTALBND |
| 0.7% | 0.72% | $247.0万 | 3.4万股 | $215.9万 | 2.9万股 | +4,332股+14.78% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.69% | 0.79% | $244.8万 | 4.8万股 | $238.1万 | 4.8万股 | +665股+1.39% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.63% | 0.61% | $223.6万 | 2.9万股 | $184.5万 | 2.4万股 | +5,241股+21.92% | 加仓 |
 英伟达NVDA |
| 0.63% | 0.62% | $221.9万 | 1.1万股 | $187.6万 | 1.1万股 | +332股+3.09% | 加仓 |
 特斯拉TSLA |
| 0.51% | 0.53% | $181.6万 | 4,318股 | $160.3万 | 4,312股 | +6股+0.14% | 加仓 |
 微软MSFT |
| 0.43% | 0.49% | $153.5万 | 4,115股 | $148.7万 | 4,018股 | +97股+2.41% | 加仓 |
 礼来LLY |
| 0.31% | 0.35% | $110.1万 | 918股 | $104.4万 | 1,135股 | -217股-19.12% | 减仓 |
 亚马逊AMZN |
| 0.3% | 0.26% | $104.8万 | 4,399股 | $79.9万 | 3,836股 | +563股+14.68% | 加仓 |
 强生JNJ |
| 0.26% | — | $91.6万 | 3,608股 | $0 | 0股 | +3,608股 | 新买入 |
 万事达MA |
| 0.22% | 0.22% | $77.9万 | 1,517股 | $67.3万 | 1,347股 | +170股+12.62% | 加仓 |
| V先锋领航指数基金VBK |
| 0.2% | 0.2% | $72.0万 | 1,969股 | $59.7万 | 1,977股 | -8股-0.40% | 减仓 |
| AAMEREN COMDHS |
| 0.2% | 0.23% | $70.5万 | 6,239股 | $68.9万 | 6,266股 | -27股-0.43% | 减仓 |
 沃尔玛WMT |
| 0.19% | 0.23% | $66.3万 | 5,853股 | $68.1万 | 5,482股 | +371股+6.77% | 加仓 |
 宝洁PG |
| 0.19% | 0.21% | $66.1万 | 4,506股 | $63.2万 | 4,373股 | +133股+3.04% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.19% | 0.16% | $65.7万 | 1,860股 | $49.4万 | 1,722股 | +138股+8.01% | 加仓 |
 波音BA |
| 0.15% | 0.14% | $53.1万 | 2,452股 | $42.8万 | 2,150股 | +302股+14.05% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.14% | 0.16% | $49.6万 | 2,744股 | $46.9万 | 2,834股 | -90股-3.18% | 减仓 |
 埃克森美孚XOM |
| 0.14% | 0.15% | $48.3万 | 3,529股 | $45.2万 | 2,666股 | +863股+32.37% | 加仓 |
 Elevance健康ELV |
| 0.13% | 0.12% | $47.8万 | 1,237股 | $36.2万 | 1,237股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.12% | 0.12% | $40.9万 | 1,159股 | $34.8万 | 1,058股 | +101股+9.55% | 加仓 |
| G通用动力VTI |
| 0.11% | 0.12% | $40.3万 | 1,088股 | $35.0万 | 1,091股 | -3股-0.27% | 减仓 |
| AAT&TT |
| 0.11% | 0.17% | $38.6万 | 1.9万股 | $51.7万 | 1.8万股 | +834股+4.68% | 加仓 |
| V先锋领航指数基金VUG |
| 0.1% | 0.09% | $34.9万 | 4,055股 | $26.8万 | 614股 | +3,441股+560.42% | 加仓 |
 NATIONAL HEALTHCARENHC |
| 0.09% | 0.07% | $33.3万 | 1,577股 | $20.2万 | 1,264股 | +313股+24.76% | 加仓 |
 谷歌AGOOGL |
| 0.09% | 0.09% | $33.1万 | 925股 | $26.6万 | 925股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.09% | 0.1% | $33.0万 | 2,091股 | $30.9万 | 2,085股 | +6股+0.29% | 加仓 |
 应用材料AMAT |
| 0.09% | — | $32.7万 | 452股 | $0 | 0股 | +452股 | 新买入 |
| IINNOVATOR U.S. EQUITY BUFFER ETF - DECEMBERBDEC |
| 0.09% | 0.1% | $32.0万 | 6,020股 | $28.9万 | 6,020股 | 00.00% | 持仓不变 |
 VanEck ETF信托SMH |
| 0.09% | — | $31.4万 | 478股 | $0 | 0股 | +478股 | 新买入 |
 ALTRIAMO |
| 0.08% | 0.09% | $29.6万 | 4,119股 | $25.8万 | 3,906股 | +213股+5.45% | 加仓 |
 Meta平台META |
| 0.08% | 0.09% | $27.3万 | 485股 | $27.8万 | 485股 | 00.00% | 持仓不变 |
 VisaV |
| 0.08% | 0.08% | $26.7万 | 777股 | $23.5万 | 776股 | +1股+0.13% | 加仓 |
 美国合众银行USB |
| 0.08% | 0.08% | $26.6万 | 4,410股 | $22.9万 | 4,408股 | +2股+0.05% | 加仓 |
| N新纪元能源NEE |
| 0.07% | 0.09% | $26.0万 | 2,965股 | $25.7万 | 2,765股 | +200股+7.23% | 加仓 |
| I景顺QQQ信托VOO |
| 0.07% | — | $25.4万 | 345股 | $0 | 0股 | +345股 | 新买入 |
