| V先锋领航·TOTALBND |
| 13.84% | 14.81% | $2,446.3万 | 33.3万股 | $2,382.0万 | 32.3万股 | +9,752股+3.01% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 13.12% | 12.84% | $2,319.0万 | 27.7万股 | $2,065.1万 | 27.5万股 | +1,743股+0.63% | 加仓 |
| V先锋领航指数基金VUG |
| 9.26% | 8.8% | $1,637.2万 | 19.0万股 | $1,416.1万 | 3.2万股 | +15.8万股+486.24% | 加仓 |
| V先锋领航指数基金VTV |
| 7.66% | 7.73% | $1,354.5万 | 6.2万股 | $1,243.1万 | 6.3万股 | -1,282股-2.02% | 减仓 |
| V先锋领航指数基金VOO |
| 6.99% | 6.58% | $1,235.7万 | 1.8万股 | $1,058.8万 | 1.8万股 | +273股+1.54% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 6.18% | 6.32% | $1,092.9万 | 18.5万股 | $1,016.3万 | 17.1万股 | +1.4万股+8.48% | 加仓 |
| V先锋领航指数基金VB |
| 5.49% | 5.34% | $969.7万 | 3.2万股 | $859.0万 | 3.3万股 | -807股-2.46% | 减仓 |
| G通用动力VTI |
| 3.91% | 3.69% | $691.4万 | 1.9万股 | $592.8万 | 1.8万股 | +207股+1.12% | 加仓 |
| V先锋领航·TOTALBNDX |
| 3.37% | 3.48% | $596.4万 | 12.3万股 | $559.1万 | 11.6万股 | +6,801股+5.85% | 加仓 |
| V先锋领航·MIDVO |
| 3.35% | 3.29% | $591.9万 | 7.3万股 | $528.4万 | 1.8万股 | +5.5万股+299.25% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 3.35% | 3.07% | $591.5万 | 7.3万股 | $493.0万 | 7.2万股 | +761股+1.05% | 加仓 |
| V先锋领航斯科茨代尔基金BNDW |
| 3.14% | 3.32% | $554.4万 | 8.1万股 | $533.9万 | 7.8万股 | +2,795股+3.58% | 加仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 2.17% | 2.29% | $382.7万 | 10.5万股 | $369.0万 | 10.9万股 | -4,589股-4.20% | 减仓 |
| V先锋领航指数基金VXF |
| 2.07% | 1.78% | $366.6万 | 1.5万股 | $287.1万 | 1.4万股 | +940股+6.74% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.64% | 1.84% | $290.2万 | 3.7万股 | $296.0万 | 3.7万股 | -627股-1.68% | 减仓 |
| IiShares黄金信托IAU |
| 1.43% | 1.81% | $252.8万 | 3.3万股 | $291.1万 | 3.3万股 | +460股+1.39% | 加仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI |
| 1.37% | 1.07% | $242.1万 | 8.1万股 | $171.8万 | 6.1万股 | +2.0万股+32.77% | 加仓 |
| V先锋领航白厅基金VNQ |
| 1.24% | 1.3% | $219.1万 | 2.3万股 | $208.5万 | 2.4万股 | -115股-0.49% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.13% | 1.07% | $199.0万 | 2.1万股 | $171.5万 | 1.9万股 | +1,299股+6.72% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 1.05% | 1.03% | $185.2万 | 1.2万股 | $165.2万 | 1.2万股 | -144股-1.21% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.99% | 1.1% | $174.2万 | 2.3万股 | $177.3万 | 2.3万股 | -259股-1.13% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.91% | 0.9% | $160.3万 | 2.8万股 | $145.0万 | 2.5万股 | +2,768股+11.17% | 加仓 |
| IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR |
| 0.77% | 1% | $136.8万 | 2.7万股 | $160.6万 | 3.2万股 | -4,762股-14.92% | 减仓 |
| S嘉信策略信托SCHM |
| 0.63% | 0.63% | $112.0万 | 3.0万股 | $100.9万 | 3.3万股 | -2,220股-6.81% | 减仓 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.4% | 0.44% | $71.4万 | 1.4万股 | $71.2万 | 1.2万股 | +1,921股+15.92% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.29% | 0.14% | $51.3万 | 5,087股 | $22.2万 | 2,203股 | +2,884股+130.91% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.29% | 0.51% | $51.1万 | 5,571股 | $81.8万 | 8,931股 | -3,360股-37.62% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.27% | 0.25% | $47.7万 | 3,609股 | $40.5万 | 3,606股 | +3股+0.08% | 加仓 |
 好市多COST |
| 0.26% | 0.3% | $46.1万 | 492股 | $49.0万 | 492股 | 00.00% | 持仓不变 |
| IiShares安硕信托USMV |
| 0.23% | 0.24% | $40.1万 | 4,158股 | $39.2万 | 4,228股 | -70股-1.66% | 减仓 |
| F第一信托交易所交易基金VIYSEP |
| 0.22% | 0.24% | $39.0万 | 1.4万股 | $39.4万 | 1.5万股 | -877股-5.83% | 减仓 |
| IINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARYZFEB |
| 0.22% | 0.25% | $38.7万 | 1.5万股 | $40.9万 | 1.6万股 | -1,200股-7.45% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.19% | 0.2% | $34.0万 | 4,121股 | $32.3万 | 792股 | +3,329股+420.33% | 加仓 |
| IiShares安硕信托IBDU |
| 0.19% | 0.2% | $32.9万 | 1.4万股 | $32.2万 | 1.4万股 | +310股+2.23% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.18% | 0.19% | $31.8万 | 3,862股 | $30.0万 | 4,180股 | -318股-7.61% | 减仓 |
| IINSPIRE 100 ETFBIBL |
| 0.18% | 0.16% | $31.1万 | 5,379股 | $26.0万 | 5,506股 | -127股-2.31% | 减仓 |
 博通AVGO |
| 0.16% | 0.15% | $28.5万 | 756股 | $23.3万 | 754股 | +2股+0.27% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.16% | 0.16% | $28.0万 | 3,279股 | $26.1万 | 3,389股 | -110股-3.25% | 减仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTDJUL |
| 0.16% | 0.17% | $27.6万 | 5,507股 | $27.3万 | 5,851股 | -344股-5.88% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.14% | 0.14% | $25.4万 | 4,256股 | $23.0万 | 4,251股 | +5股+0.12% | 加仓 |
| FFT VEST LAD AUTO CALL BARRIERACYN |
| 0.14% | — | $25.2万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| IInnovator ETF信托ZAPR |
| 0.14% | — | $24.9万 | 9,350股 | $0 | 0股 | +9,350股 | 新买入 |
| IInnovator ETF信托ZMAR |
| 0.13% | 0.18% | $23.5万 | 8,332股 | $29.5万 | 1.1万股 | -2,348股-21.99% | 减仓 |
| V先锋领航指数基金VBK |
| 0.13% | 0.14% | $23.3万 | 638股 | $21.8万 | 722股 | -84股-11.63% | 减仓 |
 美光科技MU |
| 0.13% | — | $23.3万 | 202股 | $0 | 0股 | +202股 | 新买入 |
| IiShares安硕信托IEI |
| 0.13% | 0.15% | $22.5万 | 1,919股 | $23.7万 | 2,000股 | -81股-4.05% | 减仓 |
| IiShares白银信托SLV |
| 0.13% | 0.19% | $22.5万 | 4,205股 | $31.3万 | 4,595股 | -390股-8.49% | 减仓 |
| FFIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETFROBT |
| 0.12% | — | $20.8万 | 3,696股 | $0 | 0股 | +3,696股 | 新买入 |
| V先锋领航白厅基金VYMI |
| 0.12% | — | $20.7万 | 2,111股 | $0 | 0股 | +2,111股 | 新买入 |
| IiShares安硕信托IVV |
| 0.12% | — | $20.6万 | 274股 | $0 | 0股 | +274股 | 新买入 |
