| V先锋领航指数基金VOO |
| 29.45% | 29.22% | $6,690.0万 | 9.7万股 | $5,689.3万 | 9.5万股 | +2,197股+2.31% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 10.08% | 10.67% | $2,288.8万 | 55.5万股 | $2,077.2万 | 53.3万股 | +2.2万股+4.07% | 加仓 |
| V先锋领航·MIDVO |
| 9.44% | 9.35% | $2,143.8万 | 26.6万股 | $1,820.6万 | 6.3万股 | +20.3万股+319.72% | 加仓 |
| G通用动力VTI |
| 7.58% | 7.48% | $1,722.0万 | 4.7万股 | $1,455.5万 | 4.5万股 | +1,164股+2.57% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 7.16% | 6.92% | $1,625.7万 | 48.0万股 | $1,347.2万 | 46.2万股 | +1.8万股+3.88% | 加仓 |
| IiShares安硕·COREIJR |
| 6.65% | 6.34% | $1,511.2万 | 10.2万股 | $1,233.5万 | 9.9万股 | +2,668股+2.69% | 加仓 |
| S嘉信策略信托SCHD |
| 6.36% | 6.91% | $1,444.9万 | 45.6万股 | $1,344.6万 | 43.8万股 | +1.7万股+3.97% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 2.42% | 2.59% | $549.6万 | 6.6万股 | $504.1万 | 6.7万股 | -1,500股-2.23% | 减仓 |
 美光科技MU |
| 2.08% | 0.91% | $472.2万 | 4,091股 | $177.6万 | 5,257股 | -1,166股-22.18% | 减仓 |
| IiShares安硕信托SGOV |
| 1.43% | 1.83% | $325.4万 | 3.2万股 | $356.4万 | 3.5万股 | -3,079股-8.70% | 减仓 |
 苹果AAPL |
| 1.25% | 1.25% | $284.4万 | 9,829股 | $244.0万 | 9,615股 | +214股+2.23% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.86% | 0.92% | $194.7万 | 4.3万股 | $179.0万 | 3.9万股 | +3,556股+9.06% | 加仓 |
 英伟达NVDA |
| 0.85% | 0.81% | $192.8万 | 9,637股 | $157.4万 | 9,026股 | +611股+6.77% | 加仓 |
| IiShares安硕信托IVV |
| 0.79% | 0.78% | $180.1万 | 2,406股 | $151.3万 | 2,316股 | +90股+3.89% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.69% | 0.73% | $156.6万 | 3.7万股 | $142.0万 | 3.4万股 | +3,461股+10.29% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.54% | 0.57% | $122.1万 | 7,729股 | $112.0万 | 7,559股 | +170股+2.25% | 加仓 |
 艾伯维ABBV |
| 0.52% | 0.52% | $117.0万 | 4,651股 | $101.2万 | 4,651股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.46% | 0.38% | $104.4万 | 2,187股 | $73.9万 | 2,187股 | 00.00% | 持仓不变 |
| S道富SPYM |
| 0.45% | 0.46% | $102.8万 | 1.2万股 | $89.5万 | 1.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.44% | 0.45% | $100.6万 | 4,219股 | $86.8万 | 4,167股 | +52股+1.25% | 加仓 |
 好市多COST |
| 0.4% | 0.51% | $91.8万 | 981股 | $98.3万 | 987股 | -6股-0.61% | 减仓 |
| C资本集团固定收益ETF信托CGMU |
| 0.35% | 0.4% | $80.5万 | 2.9万股 | $77.0万 | 2.8万股 | +956股+3.37% | 加仓 |
 帕兰提尔PLTR |
| 0.35% | 0.5% | $79.3万 | 6,800股 | $97.9万 | 6,696股 | +104股+1.55% | 加仓 |
 埃克森美孚XOM |
| 0.34% | 0.48% | $78.1万 | 5,715股 | $94.2万 | 5,552股 | +163股+2.94% | 加仓 |
 安费诺APH |
| 0.34% | 0.29% | $77.6万 | 4,400股 | $55.6万 | 4,400股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.32% | 0.31% | $71.8万 | 1,706股 | $60.5万 | 1,627股 | +79股+4.86% | 加仓 |
| V先锋领航市政债券基金VCRM |
| 0.32% | 0.35% | $71.6万 | 9,370股 | $68.2万 | 9,081股 | +289股+3.18% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.31% | 0.23% | $71.1万 | 2,100股 | $44.1万 | 1,496股 | +604股+40.37% | 加仓 |
 卡特彼勒CAT |
| 0.3% | 0.23% | $67.1万 | 630股 | $44.6万 | 630股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.27% | 0.28% | $62.2万 | 2,628股 | $54.4万 | 2,532股 | +96股+3.79% | 加仓 |
 微软MSFT |
| 0.27% | 0.3% | $60.6万 | 1,625股 | $57.8万 | 1,562股 | +63股+4.03% | 加仓 |
| IiShares安硕信托IEFA |
| 0.25% | 0.29% | $57.7万 | 5,974股 | $56.3万 | 6,219股 | -245股-3.94% | 减仓 |
| S道富SPHY |
| 0.24% | 0.28% | $55.5万 | 2.4万股 | $54.0万 | 2.3万股 | +496股+2.14% | 加仓 |
| BBITWISE BITCOIN ETF TRBITB |
| 0.23% | 0.3% | $53.3万 | 1.7万股 | $57.5万 | 1.6万股 | +1,104股+7.06% | 加仓 |
 西方石油OXY |
| 0.23% | 0.36% | $52.5万 | 1.1万股 | $70.3万 | 1.1万股 | 00.00% | 持仓不变 |
| PPACER INDUSTRIAL REAL ESTATE ETFINDS |
| 0.23% | 0.24% | $52.2万 | 1.3万股 | $46.9万 | 1.3万股 | +232股+1.82% | 加仓 |
| IiShares安硕·COREIJH |
| 0.21% | 0.23% | $48.8万 | 6,331股 | $45.0万 | 6,660股 | -329股-4.94% | 减仓 |
 谷歌AGOOGL |
| 0.21% | 0.18% | $48.3万 | 1,351股 | $35.3万 | 1,228股 | +123股+10.02% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 0.21% | 0.23% | $48.0万 | 1.0万股 | $44.7万 | 9,698股 | +722股+7.44% | 加仓 |
| I景顺QQQ信托VOO |
| 0.21% | 0.17% | $46.9万 | 637股 | $33.7万 | 584股 | +53股+9.08% | 加仓 |
| PPacer·METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETFQDPL |
| 0.2% | 0.2% | $46.2万 | 1.0万股 | $38.5万 | 9,604股 | +649股+6.76% | 加仓 |
| IISHARES FUTURE AI & TECHETFARTY |
| 0.2% | 0.13% | $44.8万 | 5,880股 | $25.5万 | 5,488股 | +392股+7.14% | 加仓 |
| IiShares安硕信托IXN |
| 0.2% | 0.16% | $44.5万 | 3,079股 | $30.8万 | 3,079股 | 00.00% | 持仓不变 |
| PPacer基金信托COWZ |
| 0.19% | 0.22% | $43.8万 | 7,035股 | $43.7万 | 6,982股 | +53股+0.76% | 加仓 |
 雅培ABT |
| 0.19% | 0.25% | $43.1万 | 4,748股 | $48.7万 | 4,748股 | 00.00% | 持仓不变 |
 VisaV |
| 0.19% | 0.19% | $42.3万 | 1,234股 | $37.9万 | 1,254股 | -20股-1.59% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.18% | 0.2% | $41.5万 | 829股 | $39.7万 | 829股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.18% | 0.16% | $41.1万 | 1,163股 | $31.0万 | 1,080股 | +83股+7.69% | 加仓 |
 AFLAC COMAFL |
| 0.18% | 0.19% | $40.5万 | 3,451股 | $37.8万 | 3,450股 | +1股+0.03% | 加仓 |
| SSpaceXSPCX |
| 0.17% | — | $39.3万 | 2,298股 | $0 | 0股 | +2,298股 | 新买入 |
