| V先锋领航·FTSEVEA |
| 7.5% | 7.95% | $3,754.9万 | 52.7万股 | $3,499.4万 | 54.6万股 | -1.9万股-3.50% | 减仓 |
| SSPDR道富系列信托BIL |
| 5.14% | 5.46% | $2,575.8万 | 28.1万股 | $2,400.0万 | 26.2万股 | +1.9万股+7.32% | 加仓 |
| V先锋领航指数基金VUG |
| 4.59% | 4.38% | $2,298.5万 | 26.7万股 | $1,928.1万 | 4.4万股 | +22.3万股+504.49% | 加仓 |
| V先锋领航全球基金VGT |
| 4.29% | 4.05% | $2,150.2万 | 18.0万股 | $1,782.8万 | 2.6万股 | +15.4万股+604.08% | 加仓 |
 礼来LLY |
| 3.68% | 3.63% | $1,843.1万 | 1.5万股 | $1,597.7万 | 1.7万股 | -2,004股-11.54% | 减仓 |
| V先锋领航指数基金VV |
| 3.3% | 3.24% | $1,654.5万 | 4.8万股 | $1,427.5万 | 4.8万股 | +341股+0.71% | 加仓 |
| IiShares安硕信托IVW |
| 3.03% | 2.9% | $1,515.8万 | 11.0万股 | $1,275.0万 | 11.3万股 | -2,504股-2.22% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 2.86% | 2.98% | $1,431.1万 | 28.7万股 | $1,312.1万 | 26.4万股 | +2.4万股+9.08% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.67% | 2.2% | $1,337.2万 | 7.0万股 | $968.8万 | 7.3万股 | -2,714股-3.72% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 2.16% | 2.27% | $1,081.5万 | 20.7万股 | $1,000.3万 | 19.3万股 | +1.4万股+7.28% | 加仓 |
 苹果AAPL |
| 2.15% | 1.96% | $1,076.2万 | 3.7万股 | $860.4万 | 3.4万股 | +3,290股+9.70% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 2.14% | 2.3% | $1,073.2万 | 18.2万股 | $1,009.9万 | 17.0万股 | +1.2万股+7.30% | 加仓 |
| V先锋领航指数基金VOO |
| 1.99% | 1.99% | $997.3万 | 1.5万股 | $873.6万 | 1.5万股 | -100股-0.68% | 减仓 |
| V先锋领航指数基金VTV |
| 1.94% | 1.95% | $970.2万 | 4.5万股 | $857.1万 | 4.4万股 | +835股+1.91% | 加仓 |
| IiShares安硕信托AGG |
| 1.83% | 2.71% | $916.4万 | 9.3万股 | $1,190.1万 | 12.0万股 | -2.7万股-22.77% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.81% | 1.92% | $908.0万 | 15.2万股 | $846.5万 | 15.7万股 | -4,479股-2.86% | 减仓 |
| V先锋领航全球基金VIS |
| 1.67% | 1.69% | $834.1万 | 2.3万股 | $743.9万 | 2.4万股 | -680股-2.85% | 减仓 |
| V先锋领航全球基金VFH |
| 1.64% | 1.62% | $819.9万 | 6.2万股 | $713.8万 | 5.9万股 | +3,221股+5.45% | 加仓 |
| V先锋领航全球基金VCR |
| 1.61% | 1.69% | $807.8万 | 2.0万股 | $744.3万 | 2.1万股 | -363股-1.75% | 减仓 |
| V先锋领航·HEALTHVHT |
| 1.59% | 1.68% | $798.7万 | 2.7万股 | $738.6万 | 2.7万股 | -408股-1.50% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.5% | 1.66% | $750.2万 | 4.7万股 | $728.9万 | 4.9万股 | -1,744股-3.54% | 减仓 |
| IiShares安硕·COREIJH |
| 1.35% | 1.36% | $678.2万 | 8.8万股 | $596.8万 | 8.8万股 | -421股-0.48% | 减仓 |
 微软MSFT |
| 1.28% | 1.42% | $640.5万 | 1.7万股 | $623.1万 | 1.7万股 | +338股+2.01% | 加仓 |
| V先锋领航·MIDVO |
| 1.25% | 1.24% | $626.9万 | 7.8万股 | $547.6万 | 1.9万股 | +5.9万股+308.09% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.19% | 1.28% | $596.8万 | 2.6万股 | $564.9万 | 2.7万股 | -466股-1.74% | 减仓 |
 英伟达NVDA |
| 1.18% | 1.01% | $588.5万 | 2.9万股 | $442.4万 | 2.5万股 | +4,046股+15.95% | 加仓 |
| V先锋领航全球基金VOX |
| 0.98% | 1.13% | $491.1万 | 2.7万股 | $495.5万 | 2.8万股 | -859股-3.12% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.94% | 1.05% | $472.4万 | 3.1万股 | $463.1万 | 3.2万股 | -695股-2.19% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.92% | 1.03% | $458.4万 | 4.4万股 | $451.5万 | 4.6万股 | -2,355股-5.07% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.83% | 0.96% | $415.9万 | 7.9万股 | $422.1万 | 8.0万股 | -937股-1.17% | 减仓 |
| V先锋领航指数基金VOT |
| 0.75% | 0.7% | $377.5万 | 1.2万股 | $307.1万 | 1.2万股 | +391股+3.28% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.75% | 0.79% | $373.7万 | 1.9万股 | $345.9万 | 1.9万股 | +146股+0.78% | 加仓 |
| IINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFPEY |
| 0.74% | 0.8% | $368.4万 | 15.9万股 | $353.4万 | 16.5万股 | -6,071股-3.68% | 减仓 |
| V先锋领航指数基金VB |
| 0.7% | 0.69% | $351.0万 | 1.2万股 | $303.6万 | 1.2万股 | -10股-0.09% | 减仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 0.68% | 0.83% | $341.8万 | 7.0万股 | $366.0万 | 7.2万股 | -1,814股-2.52% | 减仓 |
| IiShares安硕信托IJK |
| 0.66% | 0.65% | $330.9万 | 2.8万股 | $284.2万 | 2.8万股 | -81股-0.29% | 减仓 |
| V先锋领航·TOTALBND |
| 0.66% | — | $330.4万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 谷歌AGOOGL |
| 0.66% | 0.56% | $330.0万 | 9,234股 | $248.4万 | 8,638股 | +596股+6.90% | 加仓 |
| V先锋领航全球基金VDC |
| 0.65% | 0.78% | $325.5万 | 1.4万股 | $344.7万 | 1.5万股 | -914股-5.95% | 减仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 0.65% | 0.69% | $324.7万 | 5.7万股 | $303.3万 | 5.8万股 | -281股-0.49% | 减仓 |
| WWISDOMTREE U.S. AI ENHANCED VALUE FUNDAIVL |
| 0.61% | 0.62% | $306.3万 | 2.3万股 | $271.8万 | 2.3万股 | -131股-0.56% | 减仓 |
| IiShares安硕IEMG |
| 0.58% | 0.56% | $290.6万 | 3.5万股 | $244.8万 | 3.5万股 | -23股-0.07% | 减仓 |
| V先锋领航全球基金VDE |
| 0.54% | 0.83% | $272.4万 | 1.8万股 | $363.9万 | 2.1万股 | -2,887股-13.73% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.52% | 0.34% | $259.9万 | 7,356股 | $151.5万 | 5,282股 | +2,074股+39.27% | 加仓 |
 特斯拉TSLA |
| 0.5% | 0.49% | $248.7万 | 5,913股 | $215.1万 | 5,787股 | +126股+2.18% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.5% | 0.49% | $248.1万 | 3,322股 | $216.1万 | 3,323股 | -1股-0.03% | 减仓 |
| IiShares安硕·COREIJR |
| 0.49% | 0.48% | $246.1万 | 1.7万股 | $210.1万 | 1.7万股 | -309股-1.83% | 减仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 0.49% | 0.49% | $243.8万 | 6.0万股 | $215.7万 | 6.0万股 | -102股-0.17% | 减仓 |
| IiShares安硕信托IJJ |
| 0.45% | 0.48% | $227.1万 | 1.5万股 | $212.5万 | 1.6万股 | -661股-4.12% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.44% | 0.42% | $220.3万 | 7,333股 | $186.3万 | 7,513股 | -180股-2.40% | 减仓 |
