| V先锋领航·FTSEVEA |
| 26.73% | 27.22% | $3,691.7万 | 51.8万股 | $3,275.7万 | 51.1万股 | +6,942股+1.36% | 加仓 |
| G通用动力VTI |
| 13.62% | 14.03% | $1,881.3万 | 5.1万股 | $1,688.7万 | 5.3万股 | -1,797股-3.41% | 减仓 |
| V先锋领航指数基金VTV |
| 13.39% | 13.44% | $1,849.2万 | 8.5万股 | $1,617.6万 | 8.2万股 | +2,404股+2.92% | 加仓 |
| V先锋领航指数基金VUG |
| 12.24% | 11.61% | $1,691.1万 | 19.6万股 | $1,397.1万 | 3.2万股 | +16.4万股+513.78% | 加仓 |
| V先锋领航指数基金VB |
| 7.15% | 6.94% | $986.9万 | 3.3万股 | $834.8万 | 3.2万股 | +687股+2.16% | 加仓 |
| V先锋领航·FSTEVWO |
| 6.12% | 6.12% | $845.5万 | 14.2万股 | $736.3万 | 13.6万股 | +5,414股+3.97% | 加仓 |
| V先锋领航指数基金VOO |
| 2.57% | 2.59% | $355.6万 | 5,177股 | $311.9万 | 5,219股 | -42股-0.80% | 减仓 |
| S道富SPTI |
| 1.77% | 1.92% | $244.8万 | 8.6万股 | $231.2万 | 8.1万股 | +5,564股+6.90% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.62% | 1.83% | $224.2万 | 2.7万股 | $220.0万 | 2.7万股 | +549股+2.07% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.56% | 1.67% | $215.6万 | 2.7万股 | $200.7万 | 2.5万股 | +1,965股+7.76% | 加仓 |
| IiShares安硕信托SHV |
| 1.19% | 1.37% | $164.4万 | 1.5万股 | $164.5万 | 1.5万股 | -10股-0.07% | 减仓 |
 英伟达NVDA |
| 1.02% | 0.99% | $141.0万 | 7,049股 | $119.2万 | 6,836股 | +213股+3.12% | 加仓 |
 苹果AAPL |
| 0.87% | 0.85% | $119.6万 | 4,132股 | $102.0万 | 4,021股 | +111股+2.76% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.82% | 0.85% | $113.0万 | 2.3万股 | $102.3万 | 2.0万股 | +2,021股+9.87% | 加仓 |
 ADPADP |
| 0.79% | 0.88% | $108.5万 | 4,808股 | $106.2万 | 5,185股 | -377股-7.27% | 减仓 |
 特斯拉TSLA |
| 0.71% | 0.77% | $98.6万 | 2,344股 | $92.2万 | 2,481股 | -137股-5.52% | 减仓 |
 亚马逊AMZN |
| 0.63% | 0.65% | $86.8万 | 3,640股 | $77.7万 | 3,731股 | -91股-2.44% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.56% | 0.51% | $77.4万 | 2,192股 | $60.8万 | 2,120股 | +72股+3.40% | 加仓 |
 微软MSFT |
| 0.43% | 0.45% | $60.0万 | 1,610股 | $54.4万 | 1,469股 | +141股+9.60% | 加仓 |
 美光科技MU |
| 0.43% | 0.17% | $59.3万 | 514股 | $20.6万 | 610股 | -96股-15.74% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.38% | 0.4% | $52.7万 | 2,226股 | $48.0万 | 2,233股 | -7股-0.31% | 减仓 |
| DDimensional维度ETF信托DFLV |
| 0.36% | 0.27% | $50.1万 | 1.3万股 | $32.1万 | 8,985股 | +3,697股+41.15% | 加仓 |
 爱迪生联合电气ED |
| 0.32% | 0.37% | $44.7万 | 4,037股 | $44.9万 | 3,968股 | +69股+1.74% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.31% | 0.35% | $42.6万 | 1.0万股 | $42.1万 | 1.1万股 | -473股-4.38% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 0.29% | — | $40.6万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| V先锋领航全球基金VGT |
| 0.28% | 0.25% | $39.1万 | 3,274股 | $29.9万 | 429股 | +2,845股+663.17% | 加仓 |
 Meta平台META |
| 0.28% | 0.26% | $38.5万 | 683股 | $31.0万 | 542股 | +141股+26.01% | 加仓 |
| V先锋领航·MIDVO |
| 0.28% | 0.32% | $38.4万 | 4,760股 | $38.3万 | 1,335股 | +3,425股+256.55% | 加仓 |
| SSPDR黄金信托GLD |
| 0.27% | 0.42% | $37.5万 | 1,018股 | $50.0万 | 1,161股 | -143股-12.32% | 减仓 |
 家得宝HD |
| 0.26% | 0.27% | $36.5万 | 1,036股 | $32.2万 | 978股 | +58股+5.93% | 加仓 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 0.26% | 0.29% | $35.3万 | 4,344股 | $35.0万 | 4,325股 | +19股+0.44% | 加仓 |
 谷歌AGOOGL |
| 0.26% | 0.23% | $35.2万 | 986股 | $27.8万 | 966股 | +20股+2.07% | 加仓 |
| I景顺QQQ信托VOO |
| 0.24% | 0.24% | $33.2万 | 450股 | $28.9万 | 500股 | -50股-10.00% | 减仓 |
 WSFS FINLWSFS |
| 0.23% | 0.22% | $31.6万 | 4,112股 | $26.9万 | 4,112股 | 00.00% | 持仓不变 |
 波音BA |
| 0.22% | 0.23% | $30.5万 | 1,407股 | $27.3万 | 1,373股 | +34股+2.48% | 加仓 |
| IiShares安硕信托IVV |
| 0.2% | 0.2% | $27.2万 | 363股 | $23.7万 | 363股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.18% | — | $25.1万 | 524股 | $0 | 0股 | +524股 | 新买入 |
 摩根大通JPM |
| 0.18% | 0.19% | $24.5万 | 747股 | $22.7万 | 770股 | -23股-2.99% | 减仓 |
 西部数据WDC |
| 0.18% | — | $24.3万 | 380股 | $0 | 0股 | +380股 | 新买入 |
 BroadridgeBR |
| 0.17% | 0.23% | $23.7万 | 1,718股 | $28.1万 | 1,718股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.16% | — | $22.1万 | 295股 | $0 | 0股 | +295股 | 新买入 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.16% | — | $21.5万 | 5,358股 | $0 | 0股 | +5,358股 | 新买入 |
| DDimensional维度ETF信托DFSV |
| 0.15% | — | $21.1万 | 5,433股 | $0 | 0股 | +5,433股 | 新买入 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.15% | 0.18% | $20.3万 | 2,474股 | $21.3万 | 3,003股 | -529股-17.62% | 减仓 |
