| V先锋领航指数基金VOO |
| 11.38% | 13.02% | $1,088.9万 | 1.9万股 | $1,272.5万 | 2.1万股 | -1,848股-8.92% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 9.01% | 8.48% | $862.2万 | 10.4万股 | $828.5万 | 9.9万股 | +5,264股+5.32% | 加仓 |
| IiShares安硕信托IVV |
| 8.62% | 8.43% | $825.2万 | 1.3万股 | $823.6万 | 1.2万股 | +608股+5.06% | 加仓 |
| IiShares安硕信托PFF |
| 6.12% | 5.86% | $585.4万 | 19.3万股 | $573.1万 | 18.5万股 | +7,993股+4.32% | 加仓 |
| IiShares安硕·COREIJH |
| 5.05% | 4.98% | $483.4万 | 7.2万股 | $486.5万 | 7.4万股 | -2,133股-2.89% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 4.72% | 4.33% | $451.8万 | 5.7万股 | $423.0万 | 5.3万股 | +3,941股+7.43% | 加仓 |
 苹果AAPL |
| 4.46% | 4.79% | $427.0万 | 1.7万股 | $468.5万 | 1.7万股 | -407股-2.36% | 减仓 |
| IiShares安硕信托ITOT |
| 3.77% | 4.21% | $361.1万 | 2.5万股 | $411.4万 | 2.8万股 | -2,310股-8.35% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 3.49% | 3.25% | $334.3万 | 5.9万股 | $317.4万 | 5.5万股 | +3,542股+6.39% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 3.4% | 3.13% | $325.2万 | 5.9万股 | $306.1万 | 5.3万股 | +5,901股+11.20% | 加仓 |
| IiShares安硕·COREIJR |
| 2.91% | 3.08% | $278.3万 | 2.2万股 | $301.3万 | 2.5万股 | -2,682股-10.70% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 2.66% | 2.71% | $255.0万 | 1.1万股 | $265.3万 | 1.1万股 | +224股+2.12% | 加仓 |
 英伟达NVDA |
| 2.13% | 2.46% | $203.4万 | 1.2万股 | $240.1万 | 1.3万股 | -1,208股-9.38% | 减仓 |
| V先锋领航·MALVERN FDSVCRB |
| 1.85% | 1.42% | $176.9万 | 2.3万股 | $138.4万 | 1.8万股 | +5,092股+28.65% | 加仓 |
| CCOMFORT SYS USAFIX |
| 1.75% | 1.22% | $167.8万 | 1,216股 | $119.7万 | 1,283股 | -67股-5.22% | 减仓 |
 台积电TSM |
| 1.63% | 1.47% | $155.9万 | 4,614股 | $143.6万 | 4,726股 | -112股-2.37% | 减仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 1.58% | 1.53% | $151.6万 | 2.0万股 | $149.4万 | 2.0万股 | +592股+3.00% | 加仓 |
| SSPDR黄金信托GLD |
| 1.39% | 1.42% | $133.3万 | 3,099股 | $138.4万 | 3,492股 | -393股-11.25% | 减仓 |
| IINVESCO EMERGING MARKETSSOVEREIGN DEBT ETFPCY |
| 1.17% | 0.72% | $112.2万 | 5.4万股 | $70.5万 | 3.3万股 | +2.1万股+65.11% | 加仓 |
 博通AVGO |
| 1.17% | 1.3% | $111.6万 | 3,606股 | $126.8万 | 3,663股 | -57股-1.56% | 减仓 |
| V先锋领航全球基金ESGV |
| 1.13% | 1.14% | $107.9万 | 9,614股 | $111.0万 | 9,179股 | +435股+4.74% | 加仓 |
 亚马逊AMZN |
| 1.12% | 1.45% | $107.2万 | 5,147股 | $141.9万 | 6,147股 | -1,000股-16.27% | 减仓 |
 好市多COST |
| 1.07% | 0.95% | $102.5万 | 1,028股 | $93.2万 | 1,080股 | -52股-4.81% | 减仓 |
| AALPS ETF信托AMLP |
| 1.02% | — | $97.9万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 特斯拉TSLA |
| 1% | 1.28% | $96.1万 | 2,586股 | $125.3万 | 2,786股 | -200股-7.18% | 减仓 |
 微软MSFT |
| 0.94% | 2.41% | $90.4万 | 2,441股 | $235.2万 | 4,864股 | -2,423股-49.81% | 减仓 |
 帕兰提尔PLTR |
| 0.91% | 1.03% | $87.4万 | 5,973股 | $100.6万 | 5,662股 | +311股+5.49% | 加仓 |
 安费诺APH |
| 0.85% | 0.9% | $81.8万 | 6,470股 | $88.1万 | 6,520股 | -50股-0.77% | 减仓 |
 康宁GLW |
| 0.83% | 0.53% | $79.8万 | 5,869股 | $51.4万 | 5,876股 | -7股-0.12% | 减仓 |
| AAT&TT |
| 0.82% | 0.68% | $78.0万 | 2.7万股 | $66.6万 | 2.7万股 | +99股+0.37% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.81% | 0.66% | $77.5万 | 709股 | $64.8万 | 715股 | -6股-0.84% | 减仓 |
 美国电力AEP |
| 0.77% | 0.61% | $73.8万 | 5,628股 | $59.6万 | 5,172股 | +456股+8.82% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.75% | 0.51% | $72.2万 | 8,963股 | $49.9万 | 6,478股 | +2,485股+38.36% | 加仓 |
 谷歌AGOOGL |
| 0.74% | 0.79% | $71.0万 | 2,468股 | $77.0万 | 2,461股 | +7股+0.28% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.65% | 0.27% | $61.9万 | 8,236股 | $26.1万 | 3,544股 | +4,692股+132.39% | 加仓 |
| MMUELLER INDSMLI |
| 0.62% | 0.63% | $59.2万 | 5,341股 | $61.5万 | 5,359股 | -18股-0.34% | 减仓 |
| SSTATE ST SPDR EURO STOXX 50FEZ |
| 0.62% | 0.3% | $59.1万 | 9,524股 | $29.0万 | 4,497股 | +5,027股+111.79% | 加仓 |
| IiShares安硕信托HYG |
| 0.59% | 0.54% | $56.9万 | 7,155股 | $52.9万 | 6,558股 | +597股+9.10% | 加仓 |
 摩根大通JPM |
| 0.57% | 0.58% | $54.4万 | 1,849股 | $56.3万 | 1,748股 | +101股+5.78% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.53% | 0.22% | $51.1万 | 3,504股 | $21.1万 | 1,470股 | +2,034股+138.37% | 加仓 |
 CrowdStrikeCRWD |
| 0.52% | 0.52% | $49.9万 | 1,279股 | $50.7万 | 1,081股 | +198股+18.32% | 加仓 |
 HEICOHEI |
| 0.51% | 0.58% | $49.3万 | 1,796股 | $56.5万 | 1,747股 | +49股+2.80% | 加仓 |
 强生JNJ |
| 0.46% | 0.36% | $44.1万 | 1,806股 | $35.0万 | 1,693股 | +113股+6.67% | 加仓 |
| IiShares白银信托SLV |
| 0.42% | 0.47% | $39.9万 | 5,850股 | $46.1万 | 7,152股 | -1,302股-18.20% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.41% | 0.38% | $38.8万 | 6,522股 | $37.0万 | 6,177股 | +345股+5.59% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.37% | — | $35.3万 | 6,979股 | $0 | 0股 | +6,979股 | 新买入 |
 EMCOREME |
| 0.36% | — | $34.0万 | 461股 | $0 | 0股 | +461股 | 新买入 |
 联合健康UNH |
| 0.34% | 0.41% | $32.3万 | 1,192股 | $40.2万 | 1,219股 | -27股-2.21% | 减仓 |
 iShares安硕信托FITB |
| 0.31% | — | $29.6万 | 6,520股 | $0 | 0股 | +6,520股 | 新买入 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.29% | 0.3% | $27.5万 | 1,320股 | $29.6万 | 1,318股 | +2股+0.15% | 加仓 |
