| V先锋领航指数基金VOO |
| 39.36% | 39.03% | $7,647.3万 | 11.1万股 | $6,480.7万 | 10.8万股 | +2,890股+2.66% | 加仓 |
| V先锋领航指数基金VUG |
| 5.14% | 6.49% | $998.3万 | 11.6万股 | $1,076.9万 | 2.5万股 | +9.1万股+370.05% | 加仓 |
| SSPDR道富系列信托XNTK |
| 4.66% | 3.38% | $904.9万 | 2.3万股 | $561.8万 | 2.2万股 | +1,154股+5.24% | 加仓 |
| S道富SPIB |
| 3.96% | 4.42% | $768.8万 | 23.0万股 | $734.3万 | 21.9万股 | +1.1万股+4.94% | 加仓 |
| IiShares安硕信托IEFA |
| 3.03% | 2.86% | $588.1万 | 6.1万股 | $475.4万 | 5.3万股 | +8,381股+15.96% | 加仓 |
| G高盛ETF信托GMUB |
| 2.95% | 3.19% | $572.9万 | 11.1万股 | $530.2万 | 10.4万股 | +7,312股+7.03% | 加仓 |
| SSPEAR ALPHA ETFSPRX |
| 2.8% | 1.25% | $544.9万 | 9.4万股 | $207.5万 | 5.8万股 | +3.6万股+61.19% | 加仓 |
| IiShares安硕IEMG |
| 2.14% | 1.95% | $415.1万 | 5.0万股 | $322.9万 | 4.6万股 | +3,808股+8.22% | 加仓 |
| G高盛·PHYSICAL GOLDAAAU |
| 1.49% | 1.83% | $288.7万 | 7.3万股 | $303.1万 | 6.6万股 | +7,327股+11.17% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 1.25% | 1.48% | $243.3万 | 4.8万股 | $245.0万 | 4.8万股 | -183股-0.38% | 减仓 |
 苹果AAPL |
| 1.18% | 1.05% | $229.6万 | 7,935股 | $174.2万 | 6,865股 | +1,070股+15.59% | 加仓 |
| G通用动力VTI |
| 1.17% | 1.35% | $226.4万 | 6,117股 | $224.6万 | 7,001股 | -884股-12.63% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.15% | 1.35% | $224.1万 | 4.4万股 | $224.2万 | 4.4万股 | +19股+0.04% | 加仓 |
| I景顺QQQ信托VOO |
| 1.09% | 0.96% | $211.1万 | 2,867股 | $158.6万 | 2,748股 | +119股+4.33% | 加仓 |
 谷歌AGOOGL |
| 1% | 0.99% | $193.7万 | 5,420股 | $164.3万 | 5,712股 | -292股-5.11% | 减仓 |
 亚马逊AMZN |
| 0.94% | 0.97% | $181.8万 | 7,627股 | $160.3万 | 7,698股 | -71股-0.92% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.93% | 1.06% | $179.8万 | 3.8万股 | $175.2万 | 3.7万股 | +1,082股+2.91% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.81% | 0.87% | $158.2万 | 1.3万股 | $144.2万 | 1.5万股 | -1,433股-9.73% | 减仓 |
| F第一信托交易所交易基金VISDVY |
| 0.8% | 0.81% | $155.9万 | 3.6万股 | $134.2万 | 3.5万股 | +1,113股+3.20% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.78% | 0.85% | $152.4万 | 3,046股 | $140.5万 | 2,931股 | +115股+3.92% | 加仓 |
 微软MSFT |
| 0.77% | 0.86% | $148.8万 | 3,990股 | $142.5万 | 3,849股 | +141股+3.66% | 加仓 |
| TTERADYNETER |
| 0.71% | — | $138.0万 | 2,853股 | $0 | 0股 | +2,853股 | 新买入 |
| V先锋领航国际股票指数基金VGK |
| 0.62% | 2.23% | $120.6万 | 1.4万股 | $369.6万 | 4.5万股 | -3.1万股-69.63% | 减仓 |
 英伟达NVDA |
| 0.59% | 0.59% | $114.0万 | 5,698股 | $98.0万 | 5,617股 | +81股+1.44% | 加仓 |
| F第一信托·UST NYSE ARCA BIOTECHNOLOGY INDEX FUNDFBT |
| 0.57% | 0.54% | $111.1万 | 4,483股 | $90.0万 | 4,483股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.56% | 0.58% | $108.9万 | 2,590股 | $95.7万 | 2,574股 | +16股+0.62% | 加仓 |
 高盛GS |
| 0.52% | 0.51% | $101.8万 | 1,007股 | $85.4万 | 1,010股 | -3股-0.30% | 减仓 |
 沃尔玛WMT |
| 0.52% | 0.65% | $100.2万 | 8,848股 | $108.3万 | 8,714股 | +134股+1.54% | 加仓 |
 礼来LLY |
| 0.5% | 0.39% | $97.5万 | 813股 | $65.4万 | 711股 | +102股+14.35% | 加仓 |
 强生JNJ |
| 0.49% | 0.49% | $96.1万 | 3,782股 | $81.6万 | 3,340股 | +442股+13.23% | 加仓 |
 GE航空GE |
| 0.49% | 0.37% | $94.6万 | 2,530股 | $62.1万 | 2,187股 | +343股+15.68% | 加仓 |
 VisaV |
| 0.48% | 0.46% | $92.5万 | 2,696股 | $76.1万 | 2,519股 | +177股+7.03% | 加仓 |
 摩根大通JPM |
| 0.45% | 0.41% | $88.2万 | 2,693股 | $68.4万 | 2,326股 | +367股+15.78% | 加仓 |
| BBANK OF AMERBAC |
| 0.45% | 0.4% | $87.2万 | 1.5万股 | $66.1万 | 1.4万股 | +1,745股+12.88% | 加仓 |
| F第一信托交易所交易基金FTCB |
| 0.44% | 0.5% | $86.1万 | 4.1万股 | $83.1万 | 4.0万股 | +1,634股+4.12% | 加仓 |
 思科CSCO |
| 0.44% | 0.36% | $84.8万 | 7,217股 | $59.2万 | 7,627股 | -410股-5.38% | 减仓 |
| N新纪元能源NEE |
| 0.42% | 0.46% | $80.9万 | 9,217股 | $75.9万 | 8,172股 | +1,045股+12.79% | 加仓 |
| IiShares安硕信托DVY |
| 0.41% | 0.47% | $79.9万 | 5,115股 | $77.4万 | 5,115股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.41% | 0.43% | $79.9万 | 1,419股 | $70.7万 | 1,236股 | +183股+14.81% | 加仓 |
 贝克休斯BKR |
| 0.4% | 0.51% | $77.4万 | 1.4万股 | $85.1万 | 1.4万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.39% | 0.79% | $76.3万 | 3,587股 | $130.7万 | 6,809股 | -3,222股-47.32% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 0.37% | 0.36% | $71.8万 | 8,860股 | $59.6万 | 8,722股 | +138股+1.58% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.36% | 0.23% | $69.4万 | 929股 | $37.6万 | 578股 | +351股+60.73% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 0.31% | 0.33% | $61.2万 | 7,419股 | $54.4万 | 7,188股 | +231股+3.21% | 加仓 |
| PPRINCIPAL FINANCIAL INPFG |
| 0.31% | 0.31% | $60.4万 | 5,608股 | $51.9万 | 5,764股 | -156股-2.71% | 减仓 |
| A美国世纪ETF信托AVLV |
| 0.28% | 0.29% | $54.9万 | 6,016股 | $48.5万 | 6,014股 | +2股+0.03% | 加仓 |
| VVictory组合IIMODL |
| 0.28% | 0.5% | $53.6万 | 1.1万股 | $83.6万 | 1.9万股 | -8,193股-43.80% | 减仓 |
 EVERGY COMEVRG |
| 0.27% | 0.3% | $52.7万 | 6,098股 | $50.0万 | 6,098股 | 00.00% | 持仓不变 |
 威廉姆斯WMB |
| 0.27% | 0.33% | $51.6万 | 6,936股 | $54.8万 | 7,524股 | -588股-7.81% | 减仓 |
 艾伯维ABBV |
| 0.25% | 0.26% | $48.7万 | 1,936股 | $43.0万 | 1,979股 | -43股-2.17% | 减仓 |
