| V先锋领航指数基金VOO |
| 16.63% | 15.8% | $4,439.6万 | 6.0万股 | $3,900.4万 | 6.0万股 | +413股+0.69% | 加仓 |
| V先锋领航·FTSEVEA |
| 6.6% | 6.74% | $1,762.1万 | 24.7万股 | $1,662.9万 | 24.6万股 | +1,644股+0.67% | 加仓 |
 苹果AAPL |
| 6.51% | 6.65% | $1,737.9万 | 6.0万股 | $1,641.2万 | 6.0万股 | +38股+0.06% | 加仓 |
| V先锋领航指数基金VTV |
| 5.9% | 5.61% | $1,576.3万 | 7.2万股 | $1,384.3万 | 6.8万股 | +4,509股+6.65% | 加仓 |
| S道富SPMD |
| 4.85% | 4.86% | $1,293.8万 | 19.2万股 | $1,198.8万 | 18.8万股 | +3,288股+1.75% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.76% | 4.92% | $1,270.6万 | 21.3万股 | $1,213.2万 | 20.9万股 | +3,415股+1.63% | 加仓 |
| S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI |
| 3.4% | 1.67% | $906.6万 | 40.0万股 | $413.0万 | 18.1万股 | +21.9万股+120.99% | 加仓 |
| AALERIAN MLP IDX ETNS DUE JANUARY 28, 2044AMJB |
| 2.62% | 2.75% | $700.5万 | 20.3万股 | $677.8万 | 19.8万股 | +4,621股+2.33% | 加仓 |
| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 2.44% | 1.4% | $651.6万 | 26.4万股 | $344.7万 | 13.9万股 | +12.5万股+89.84% | 加仓 |
| V先锋领航指数基金VUG |
| 2.38% | 2.5% | $636.9万 | 7.4万股 | $617.8万 | 7.5万股 | -1,374股-1.82% | 减仓 |
| S嘉信·USSCHA |
| 2.36% | 2.19% | $630.1万 | 17.4万股 | $539.4万 | 16.8万股 | +6,252股+3.72% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.71% | 1.48% | $456.0万 | 2.4万股 | $365.9万 | 2.3万股 | +453股+1.93% | 加仓 |
| IiShares安硕信托IDEV |
| 1.64% | 1.75% | $439.0万 | 4.9万股 | $430.9万 | 4.9万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 1.46% | 1.5% | $390.8万 | 1.1万股 | $369.6万 | 1.1万股 | -6股-0.06% | 减仓 |
| SSCHWAB HIGH YIELD BOND ETFSCYB |
| 1.26% | 1.11% | $336.0万 | 12.8万股 | $273.0万 | 10.4万股 | +2.5万股+23.63% | 加仓 |
| IiShares安硕信托EEM |
| 1.23% | 1.17% | $329.6万 | 4.8万股 | $288.6万 | 4.6万股 | +1,897股+4.10% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.14% | 1.17% | $305.1万 | 6.1万股 | $288.0万 | 6.0万股 | +818股+1.37% | 加仓 |
| IiShares安硕信托IVV |
| 1.14% | 1.16% | $303.2万 | 4,048股 | $285.4万 | 4,010股 | +38股+0.95% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.04% | 1.05% | $276.6万 | 5,527股 | $258.3万 | 5,489股 | +38股+0.69% | 加仓 |
| DDimensional维度ETF信托DFNM |
| 1% | 1.08% | $266.8万 | 5.5万股 | $266.6万 | 5.5万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.94% | 1.16% | $250.8万 | 6,724股 | $286.4万 | 6,888股 | -164股-2.38% | 减仓 |
| S道富SPYV |
| 0.94% | 0.98% | $249.7万 | 4.1万股 | $243.0万 | 4.1万股 | 00.00% | 持仓不变 |
| GGlobal X基金PFFD |
| 0.93% | 0.98% | $248.5万 | 13.3万股 | $241.3万 | 12.7万股 | +6,424股+5.08% | 加仓 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 0.87% | 0.93% | $231.2万 | 2.3万股 | $230.2万 | 2.3万股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.86% | 0.91% | $228.8万 | 1.4万股 | $225.6万 | 1.4万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.85% | 0.88% | $228.3万 | 2.7万股 | $216.9万 | 2.7万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHM |
| 0.81% | 0.8% | $217.1万 | 5.9万股 | $198.1万 | 5.9万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 0.8% | 0.8% | $213.4万 | 7.7万股 | $198.6万 | 7.6万股 | +1,069股+1.41% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.76% | 0.75% | $203.6万 | 3.9万股 | $186.1万 | 3.7万股 | +2,303股+6.22% | 加仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.76% | 0.83% | $202.0万 | 5.1万股 | $203.7万 | 5.1万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.73% | 0.71% | $194.1万 | 2.3万股 | $176.5万 | 2.3万股 | +381股+1.65% | 加仓 |
| V先锋领航·MIDVO |
| 0.67% | 0.6% | $179.7万 | 2.2万股 | $148.2万 | 1.9万股 | +3,008股+15.59% | 加仓 |
| S道富SPSM |
| 0.65% | 0.65% | $173.8万 | 3.0万股 | $159.3万 | 3.0万股 | -82股-0.27% | 减仓 |
| V先锋领航指数基金VXF |
| 0.57% | 0.56% | $151.4万 | 6,150股 | $138.6万 | 6,150股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.56% | 0.57% | $148.6万 | 9,470股 | $141.3万 | 9,470股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.52% | 0.53% | $139.5万 | 1,984股 | $131.5万 | 1,984股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.51% | 0.52% | $137.0万 | 1.8万股 | $129.0万 | 1.8万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.51% | 0.55% | $136.6万 | 6,829股 | $134.9万 | 6,755股 | +74股+1.10% | 加仓 |
 Meta平台META |
| 0.48% | 0.61% | $128.1万 | 2,275股 | $149.4万 | 2,267股 | +8股+0.35% | 加仓 |
| S嘉信策略信托SCHE |
| 0.45% | 0.48% | $121.0万 | 3.3万股 | $118.4万 | 3.4万股 | -250股-0.74% | 减仓 |
| BBITWISE BITCOIN ETF TRBITB |
| 0.43% | 0.7% | $113.6万 | 3.6万股 | $173.8万 | 4.1万股 | -5,501股-13.37% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 0.42% | 0.45% | $112.3万 | 2.2万股 | $111.6万 | 2.2万股 | +74股+0.33% | 加仓 |
| S嘉信·USSCHX |
| 0.41% | 0.41% | $110.7万 | 3.8万股 | $101.2万 | 3.6万股 | +1,414股+3.90% | 加仓 |
| IiShares安硕信托IBMR |
| 0.41% | 0.5% | $108.3万 | 4.3万股 | $122.7万 | 4.8万股 | -5,649股-11.70% | 减仓 |
 NUVEEN MUN CR INCOME FD COM SH BEN INTNZF |
| 0.4% | 0.45% | $107.3万 | 8.5万股 | $110.3万 | 8.7万股 | -2,892股-3.31% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.4% | 0.42% | $107.2万 | 3.7万股 | $102.9万 | 3.8万股 | -592股-1.57% | 减仓 |
| AAB ACTIVE ETFSCAM |
| 0.37% | 0.4% | $99.0万 | 3.9万股 | $98.7万 | 3.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托CMF |
| 0.37% | — | $98.7万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 亚马逊AMZN |
| 0.34% | 0.39% | $91.9万 | 3,854股 | $97.1万 | 3,807股 | +47股+1.23% | 加仓 |
| IiShares安硕信托IBHF |
| 0.34% | 1.27% | $89.5万 | 4.0万股 | $313.0万 | 13.7万股 | -9.8万股-71.17% | 减仓 |
