| V先锋领航·MIDVO |
| 10.43% | 12.72% | $2,965.6万 | 36.8万股 | $2,837.6万 | 9.9万股 | +26.9万股+272.51% | 加仓 |
| J摩根大通交易所交易基金JGRO |
| 9.94% | 10.82% | $2,824.9万 | 28.7万股 | $2,414.0万 | 28.6万股 | +918股+0.32% | 加仓 |
| V先锋领航指数基金VUG |
| 9.51% | 10.13% | $2,702.1万 | 31.4万股 | $2,260.4万 | 5.2万股 | +26.2万股+506.15% | 加仓 |
| V先锋领航指数基金VTV |
| 8.77% | 10.28% | $2,493.3万 | 11.4万股 | $2,294.8万 | 11.7万股 | -2,556股-2.19% | 减仓 |
| A美国世纪ETF信托AVLV |
| 7.16% | 7.64% | $2,033.9万 | 22.3万股 | $1,705.3万 | 21.2万股 | +1.1万股+5.41% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 6.67% | 7.84% | $1,895.4万 | 43.9万股 | $1,748.7万 | 44.4万股 | -4,143股-0.93% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 6.42% | 7.63% | $1,824.6万 | 44.2万股 | $1,703.4万 | 43.7万股 | +5,096股+1.17% | 加仓 |
| F富达Covington信托FBCG |
| 5.78% | 5.27% | $1,644.2万 | 26.5万股 | $1,174.9万 | 23.4万股 | +3.0万股+12.93% | 加仓 |
| F富达Covington信托FENI |
| 5.5% | 6.22% | $1,563.4万 | 39.0万股 | $1,386.8万 | 37.3万股 | +1.7万股+4.50% | 加仓 |
| J摩根大通交易所交易基金JEMA |
| 4.18% | 4.07% | $1,187.9万 | 18.6万股 | $907.5万 | 17.4万股 | +1.2万股+6.61% | 加仓 |
| V先锋领航全球基金VGT |
| 3.15% | 3.18% | $895.3万 | 7.5万股 | $709.5万 | 1.0万股 | +6.5万股+636.67% | 加仓 |
| FFLEXSHARES TRQLC |
| 2.76% | 1.33% | $784.6万 | 8.7万股 | $296.6万 | 3.8万股 | +4.9万股+130.03% | 加仓 |
| IiShares安硕信托MTUM |
| 1.82% | — | $516.4万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 沃尔玛WMT |
| 1.32% | 0.13% | $375.3万 | 3.3万股 | $28.2万 | 2,268股 | +3.1万股+1,361.07% | 加仓 |
| AALPHA ARCHITECT U.S. QUANTITATIVE MQMOM |
| 1.27% | 1.36% | $359.7万 | 4.6万股 | $304.5万 | 4.5万股 | +1,115股+2.50% | 加仓 |
| EETF系列解决方案CTEF |
| 1.25% | 1.14% | $354.1万 | 3.7万股 | $254.0万 | 3.7万股 | 00.00% | 持仓不变 |
| MMAIN SECTOR ROTATION ETFSECT |
| 1.2% | 1.26% | $342.2万 | 4.7万股 | $282.1万 | 4.7万股 | +777股+1.66% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.05% | — | $299.5万 | 4股 | $0 | 0股 | +4股 | 新买入 |
| F第一信托·USTCIBR |
| 0.95% | 0.84% | $270.2万 | 3.0万股 | $186.6万 | 3.0万股 | +300股+1.01% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.74% | 0.81% | $209.8万 | 7,017股 | $181.6万 | 6,667股 | +350股+5.25% | 加仓 |
| SSPDR道富系列信托KOMP |
| 0.6% | 0.63% | $171.3万 | 2.4万股 | $140.1万 | 2.4万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.49% | 0.45% | $138.7万 | 3,749股 | $101.0万 | 3,149股 | +600股+19.05% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.42% | 0.36% | $118.2万 | 2,363股 | $80.4万 | 1,677股 | +686股+40.91% | 加仓 |
 礼来LLY |
| 0.36% | 0.27% | $103.8万 | 865股 | $61.2万 | 665股 | +200股+30.08% | 加仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.32% | 0.35% | $91.6万 | 4,817股 | $79.0万 | 4,677股 | +140股+2.99% | 加仓 |
 麦当劳MCD |
| 0.29% | 0.12% | $82.0万 | 3,032股 | $27.8万 | 893股 | +2,139股+239.53% | 加仓 |
 微软MSFT |
| 0.29% | 0.22% | $81.2万 | 2,178股 | $49.2万 | 1,328股 | +850股+64.01% | 加仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.27% | — | $77.9万 | 1,780股 | $0 | 0股 | +1,780股 | 新买入 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.24% | 0.21% | $67.2万 | 4,245股 | $46.6万 | 3,645股 | +600股+16.46% | 加仓 |
| V先锋领航指数基金VV |
| 0.23% | 0.27% | $66.4万 | 1,930股 | $61.0万 | 2,040股 | -110股-5.39% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.21% | 0.02% | $60.1万 | 8,438股 | $4.7万 | 733股 | +7,705股+1,051.16% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.2% | 0.07% | $57.9万 | 1,640股 | $15.5万 | 540股 | +1,100股+203.70% | 加仓 |
| AAMPLIFY ETF TRHACK |
| 0.2% | — | $57.0万 | 5,430股 | $0 | 0股 | +5,430股 | 新买入 |
| I景顺QQQ信托VOO |
| 0.2% | — | $56.7万 | 770股 | $0 | 0股 | +770股 | 新买入 |
 卡特彼勒CAT |
| 0.19% | 0.05% | $55.2万 | 518股 | $10.5万 | 148股 | +370股+250.00% | 加仓 |
| V先锋领航全球基金VDE |
| 0.19% | 0.28% | $54.3万 | 3,615股 | $62.6万 | 3,615股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.19% | — | $53.9万 | 5,190股 | $0 | 0股 | +5,190股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.19% | 0.22% | $53.6万 | 780股 | $48.9万 | 819股 | -39股-4.76% | 减仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.19% | 0.04% | $53.5万 | 7,150股 | $9.8万 | 1,500股 | +5,650股+376.67% | 加仓 |
 雷神技术RTX |
| 0.19% | 0.22% | $52.9万 | 2,788股 | $49.4万 | 2,563股 | +225股+8.78% | 加仓 |
 EVERGY COMEVRG |
| 0.16% | <0.01% | $46.2万 | 5,350股 | $8,192 | 100股 | +5,250股+5,250.00% | 加仓 |
 迪尔DE |
| 0.16% | 0.14% | $44.1万 | 695股 | $30.1万 | 535股 | +160股+29.91% | 加仓 |
| V先锋领航指数基金VB |
| 0.15% | 0.13% | $42.6万 | 1,405股 | $27.9万 | 1,065股 | +340股+31.92% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.15% | 0.11% | $41.3万 | 4,288股 | $24.2万 | 2,728股 | +1,560股+57.18% | 加仓 |
| GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ |
| 0.14% | 0.15% | $39.4万 | 1.0万股 | $34.5万 | 1.0万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.13% | — | $37.3万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| IiShares安硕信托ITA |
| 0.13% | 0.15% | $36.1万 | 1,490股 | $32.6万 | 1,490股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. MEDICAL DEVICES ETFIHI |
| 0.12% | — | $35.3万 | 7,140股 | $0 | 0股 | +7,140股 | 新买入 |
 联合太平洋铁路UNP |
| 0.12% | 0.04% | $33.3万 | 1,226股 | $9.4万 | 386股 | +840股+217.62% | 加仓 |
 苹果AAPL |
| 0.11% | 0.12% | $31.1万 | 1,075股 | $27.3万 | 1,075股 | 00.00% | 持仓不变 |
