| AAvantis·U SAVUV |
| 15.07% | 14.92% | $3,281.6万 | 26.3万股 | $2,749.6万 | 24.9万股 | +1.4万股+5.68% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 14.87% | 15.35% | $3,238.2万 | 64.5万股 | $2,828.4万 | 56.6万股 | +7.8万股+13.85% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 12.74% | 13.66% | $2,774.7万 | 26.9万股 | $2,517.5万 | 25.2万股 | +1.7万股+6.81% | 加仓 |
| G通用动力VTI |
| 12.7% | 12.61% | $2,764.9万 | 7.5万股 | $2,322.9万 | 7.2万股 | +2,313股+3.19% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 11.59% | 11.67% | $2,523.2万 | 30.1万股 | $2,150.8万 | 28.6万股 | +1.5万股+5.20% | 加仓 |
| V先锋领航指数基金VNQ |
| 10.11% | 10.46% | $2,202.2万 | 22.8万股 | $1,927.1万 | 21.7万股 | +1.1万股+5.11% | 加仓 |
| A美国世纪ETF信托AVEM |
| 6.83% | 6.62% | $1,486.6万 | 15.4万股 | $1,218.8万 | 15.1万股 | +2,805股+1.85% | 加仓 |
| V先锋领航·FSTEVWO |
| 5.91% | 6.13% | $1,288.1万 | 21.6万股 | $1,129.1万 | 20.9万股 | +6,902股+3.30% | 加仓 |
 苹果AAPL |
| 0.84% | 0.71% | $183.5万 | 6,342股 | $130.8万 | 5,152股 | +1,190股+23.10% | 加仓 |
 微软MSFT |
| 0.77% | 0.8% | $168.5万 | 4,518股 | $147.7万 | 3,989股 | +529股+13.26% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.68% | 0.7% | $148.1万 | 1,983股 | $128.7万 | 1,978股 | +5股+0.25% | 加仓 |
 英伟达NVDA |
| 0.51% | 0.38% | $110.0万 | 5,498股 | $70.2万 | 4,027股 | +1,471股+36.53% | 加仓 |
 史赛克SYK |
| 0.49% | — | $106.8万 | 3,393股 | $0 | 0股 | +3,393股 | 新买入 |
 亚马逊AMZN |
| 0.43% | 0.32% | $93.0万 | 3,902股 | $58.4万 | 2,806股 | +1,096股+39.06% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.39% | 0.38% | $85.2万 | 2,412股 | $69.6万 | 2,426股 | -14股-0.58% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.39% | 0.44% | $84.1万 | 1,680股 | $80.5万 | 1,679股 | +1股+0.06% | 加仓 |
| V先锋领航指数基金VV |
| 0.38% | 0.39% | $83.1万 | 2,415股 | $72.0万 | 2,409股 | +6股+0.25% | 加仓 |
 谷歌AGOOGL |
| 0.3% | 0.14% | $65.5万 | 1,832股 | $25.2万 | 876股 | +956股+109.13% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.28% | 0.29% | $60.0万 | 1.3万股 | $52.7万 | 1.3万股 | +27股+0.21% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.26% | 0.27% | $56.2万 | 3,925股 | $49.5万 | 3,919股 | +6股+0.15% | 加仓 |
| V先锋领航指数基金VOO |
| 0.25% | 0.26% | $53.5万 | 779股 | $47.5万 | 795股 | -16股-2.01% | 减仓 |
| V先锋领航指数基金VUG |
| 0.22% | 0.22% | $48.7万 | 5,655股 | $41.1万 | 941股 | +4,714股+500.96% | 加仓 |
 好市多COST |
| 0.22% | 0.22% | $47.5万 | 507股 | $40.9万 | 411股 | +96股+23.36% | 加仓 |
 博通AVGO |
| 0.21% | — | $46.5万 | 1,232股 | $0 | 0股 | +1,232股 | 新买入 |
 摩托罗拉解决方案MSI |
| 0.21% | 0.25% | $45.0万 | 1,083股 | $46.5万 | 1,071股 | +12股+1.12% | 加仓 |
| PProShares信托NOBL |
| 0.21% | 0.23% | $44.7万 | 7,955股 | $41.9万 | 3,956股 | +3,999股+101.09% | 加仓 |
 VisaV |
| 0.2% | 0.13% | $44.3万 | 1,291股 | $23.7万 | 783股 | +508股+64.88% | 加仓 |
| FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC |
| 0.2% | 0.22% | $43.9万 | 5,680股 | $39.8万 | 5,659股 | +21股+0.37% | 加仓 |
| V先锋领航全球基金VGT |
| 0.2% | 0.17% | $43.7万 | 3,653股 | $31.8万 | 456股 | +3,197股+701.10% | 加仓 |
 特斯拉TSLA |
| 0.19% | 0.15% | $42.0万 | 998股 | $27.4万 | 736股 | +262股+35.60% | 加仓 |
| DDimensional维度ETF信托DFSI |
| 0.19% | 0.21% | $41.7万 | 9,246股 | $38.8万 | 9,144股 | +102股+1.12% | 加仓 |
| V先锋领航指数基金VTV |
| 0.18% | 0.19% | $38.7万 | 1,774股 | $35.1万 | 1,791股 | -17股-0.95% | 减仓 |
 Meta平台META |
| 0.17% | — | $37.9万 | 673股 | $0 | 0股 | +673股 | 新买入 |
 AMD超威AMD |
| 0.17% | — | $37.2万 | 640股 | $0 | 0股 | +640股 | 新买入 |
 SEMPRA COMSRE |
| 0.17% | 0.2% | $36.5万 | 3,932股 | $37.8万 | 3,886股 | +46股+1.18% | 加仓 |
| TTETRA TECH NEWTTEK |
| 0.16% | 0.19% | $34.0万 | 1.2万股 | $35.4万 | 1.2万股 | +29股+0.25% | 加仓 |
| Q高通QCOM |
| 0.14% | 0.12% | $31.6万 | 1,708股 | $21.7万 | 1,685股 | +23股+1.36% | 加仓 |
 CINTAS COMCTAS |
| 0.14% | 0.16% | $30.5万 | 1,794股 | $30.2万 | 1,786股 | +8股+0.45% | 加仓 |
| IiShares安硕信托IVV |
| 0.14% | 0.19% | $30.5万 | 407股 | $34.1万 | 522股 | -115股-22.03% | 减仓 |
| F富达·MSCIFIDU |
| 0.14% | 0.14% | $30.5万 | 3,061股 | $26.4万 | 3,054股 | +7股+0.23% | 加仓 |
 星座品牌STZ |
| 0.13% | 0.16% | $28.2万 | 2,027股 | $30.2万 | 2,010股 | +17股+0.85% | 加仓 |
| IIBMIBM |
| 0.13% | — | $28.1万 | 999股 | $0 | 0股 | +999股 | 新买入 |
| BBNY MELLON ETF TRUST US LRG CP COREBKLC |
| 0.11% | 0.12% | $24.7万 | 1,723股 | $21.4万 | 1,717股 | +6股+0.35% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.11% | — | $23.6万 | 6,971股 | $0 | 0股 | +6,971股 | 新买入 |
 美国合众银行USB |
| 0.1% | — | $21.6万 | 3,576股 | $0 | 0股 | +3,576股 | 新买入 |
| SSPDR行业精选信托XLU |
| 0.1% | 0.11% | $20.7万 | 4,566股 | $20.8万 | 4,538股 | +28股+0.62% | 加仓 |
| EETF系列解决方案TRFM |
| 0.09% | — | $20.3万 | 3,206股 | $0 | 0股 | +3,206股 | 新买入 |
