| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 15.93% | 14.89% | $2,736.8万 | 94.5万股 | $2,297.4万 | 91.5万股 | +3.0万股+3.25% | 加仓 |
| G通用动力VTI |
| 10.57% | 9.73% | $1,815.9万 | 4.9万股 | $1,501.3万 | 4.7万股 | +2,277股+4.87% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 7.17% | 10.86% | $1,231.3万 | 24.5万股 | $1,675.6万 | 33.3万股 | -8.8万股-26.53% | 减仓 |
| IiShares安硕信托SGOV |
| 5.97% | 6.65% | $1,026.0万 | 10.2万股 | $1,025.9万 | 10.2万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 5.57% | 5.37% | $957.6万 | 16.0万股 | $828.4万 | 15.3万股 | +7,165股+4.67% | 加仓 |
| S嘉信策略信托SCHF |
| 4.99% | 4.9% | $857.7万 | 31.0万股 | $756.2万 | 30.6万股 | +4,105股+1.34% | 加仓 |
| V先锋领航·TOTALBND |
| 3.82% | 4.06% | $655.7万 | 8.9万股 | $626.6万 | 8.5万股 | +4,224股+4.96% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.79% | 3.69% | $651.1万 | 9.1万股 | $569.3万 | 8.9万股 | +2,541股+2.86% | 加仓 |
 特斯拉TSLA |
| 3.08% | 3.01% | $528.3万 | 1.3万股 | $464.3万 | 1.2万股 | +71股+0.57% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 3.02% | 3.36% | $518.9万 | 22.4万股 | $519.0万 | 22.4万股 | +844股+0.38% | 加仓 |
| IiShares安硕信托GJS |
| 2.63% | 2.76% | $452.0万 | 19.8万股 | $426.2万 | 18.6万股 | +1.2万股+6.66% | 加仓 |
| S嘉信策略信托SCHE |
| 2.42% | 2.44% | $416.2万 | 11.5万股 | $375.7万 | 11.4万股 | +766股+0.67% | 加仓 |
 英伟达NVDA |
| 2.21% | 2.09% | $379.0万 | 1.9万股 | $322.4万 | 1.8万股 | +457股+2.47% | 加仓 |
| IiShares安硕信托AGG |
| 2.16% | 2.41% | $370.4万 | 3.7万股 | $371.2万 | 3.7万股 | +25股+0.07% | 加仓 |
 亚马逊AMZN |
| 2.02% | 1.96% | $346.9万 | 1.5万股 | $302.2万 | 1.5万股 | +45股+0.31% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.62% | 1.47% | $277.7万 | 7,860股 | $226.5万 | 7,894股 | -34股-0.43% | 减仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 1.44% | 1.55% | $246.9万 | 4.9万股 | $239.1万 | 4.8万股 | +1,007股+2.11% | 加仓 |
 苹果AAPL |
| 1.32% | 1.15% | $226.5万 | 7,828股 | $177.9万 | 7,012股 | +816股+11.64% | 加仓 |
 微软MSFT |
| 1.27% | 1.41% | $218.6万 | 5,861股 | $217.2万 | 5,867股 | -6股-0.10% | 减仓 |
| V先锋领航指数基金VOO |
| 1.24% | 1.2% | $212.3万 | 3,091股 | $184.7万 | 3,091股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.11% | 0.75% | $190.9万 | 5,832股 | $116.3万 | 3,955股 | +1,877股+47.46% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.93% | 1.04% | $159.1万 | 2.0万股 | $159.7万 | 2.0万股 | -12股-0.06% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.87% | 0.93% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBNDX |
| 0.79% | 0.84% | $136.0万 | 2.8万股 | $128.8万 | 2.7万股 | +1,257股+4.69% | 加仓 |
| IiShares安硕信托ITOT |
| 0.75% | 0.72% | $128.5万 | 7,825股 | $111.4万 | 7,820股 | +5股+0.06% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.67% | 0.67% | $114.8万 | 1.3万股 | $103.5万 | 1.3万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.56% | 0.62% | $95.8万 | 1,701股 | $95.2万 | 1,664股 | +37股+2.22% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.51% | 0.57% | $88.3万 | 1.7万股 | $88.6万 | 1.7万股 | 00.00% | 持仓不变 |
| VVANGUARD TAX-MANAGED CAP ITAL APP ADMVTCLX |
| 0.5% | — | $85.1万 | 2,203股 | $0 | 0股 | +2,203股 | 新买入 |
 DatadogDDOG |
| 0.46% | 0.24% | $79.4万 | 3,049股 | $37.0万 | 3,133股 | -84股-2.68% | 减仓 |
| IiShares安硕信托IVV |
| 0.43% | 0.42% | $73.6万 | 983股 | $65.2万 | 999股 | -16股-1.60% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.39% | 0.44% | $67.3万 | 2.8万股 | $67.7万 | 2.8万股 | -25股-0.09% | 减仓 |
| IiShares安硕IEMG |
| 0.39% | 0.37% | $66.9万 | 8,074股 | $56.4万 | 8,091股 | -17股-0.21% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.36% | 0.38% | $62.3万 | 1.1万股 | $59.4万 | 1.0万股 | +569股+5.61% | 加仓 |
 ROKU COM CL AROKU |
| 0.35% | 0.27% | $60.6万 | 4,387股 | $42.0万 | 4,439股 | -52股-1.17% | 减仓 |
 NETFLIXNFLX |
| 0.35% | 0.49% | $59.8万 | 8,380股 | $76.0万 | 7,907股 | +473股+5.98% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.34% | 0.33% | $58.4万 | 782股 | $50.9万 | 783股 | -1股-0.13% | 减仓 |
| N新纪元能源NEE |
| 0.33% | 0.38% | $57.4万 | 6,541股 | $58.7万 | 6,320股 | +221股+3.50% | 加仓 |
| IiShares安硕信托IEFA |
| 0.33% | 0.34% | $56.7万 | 5,866股 | $53.2万 | 5,876股 | -10股-0.17% | 减仓 |
 联合健康UNH |
| 0.32% | 0.21% | $54.3万 | 1,307股 | $32.2万 | 1,190股 | +117股+9.83% | 加仓 |
 埃克森美孚XOM |
| 0.31% | — | $52.5万 | 3,837股 | $0 | 0股 | +3,837股 | 新买入 |
 CrowdStrikeCRWD |
| 0.3% | 0.18% | $52.0万 | 681股 | $27.2万 | 697股 | -16股-2.30% | 减仓 |
 强生JNJ |
| 0.3% | 0.19% | $50.8万 | 1,999股 | $29.4万 | 1,202股 | +797股+66.31% | 加仓 |
 礼来LLY |
| 0.3% | 0.25% | $50.7万 | 423股 | $38.9万 | 423股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.29% | 0.31% | $49.7万 | 967股 | $48.3万 | 967股 | 00.00% | 持仓不变 |
 ROBLOX CL ARBLX |
| 0.29% | 0.32% | $49.3万 | 9,070股 | $50.1万 | 8,857股 | +213股+2.40% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.24% | 0.28% | $41.9万 | 913股 | $43.5万 | 897股 | +16股+1.78% | 加仓 |
| V先锋领航指数基金VUG |
| 0.24% | 0.23% | $41.6万 | 4,824股 | $35.1万 | 804股 | +4,020股+500.00% | 加仓 |
| HHIMS & HERS HEALTHHIMS |
| 0.24% | 0.17% | $41.5万 | 1.2万股 | $25.6万 | 1.2万股 | -359股-2.91% | 减仓 |
 台积电TSM |
| 0.22% | 0.17% | $38.0万 | 795股 | $26.2万 | 775股 | +20股+2.58% | 加仓 |
