| G通用动力VTI |
| 54.36% | 58.52% | $9,333.4万 | 25.2万股 | $8,169.5万 | 25.5万股 | -2,427股-0.95% | 减仓 |
| V先锋领航STAR基金VXUS |
| 10.59% | 11.57% | $1,819.2万 | 21.3万股 | $1,614.9万 | 20.9万股 | +3,360股+1.60% | 加仓 |
| SSANDISK COMSNDK |
| 9.6% | 6.6% | $1,648.9万 | 7,252股 | $921.2万 | 1.5万股 | -7,248股-49.99% | 减仓 |
| SSPDR黄金信托GLD |
| 6.11% | — | $1,048.6万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| V先锋领航·TOTALBND |
| 3.73% | 3.81% | $640.5万 | 8.7万股 | $531.3万 | 7.2万股 | +1.5万股+20.92% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.92% | 3.53% | $500.6万 | 9.9万股 | $492.6万 | 9.9万股 | +245股+0.25% | 加仓 |
| V先锋领航指数基金VOO |
| 2.06% | 2.46% | $353.6万 | 5,149股 | $342.9万 | 5,738股 | -589股-10.26% | 减仓 |
| IiShares比特币ETFIBIT |
| 1.44% | 0.27% | $247.8万 | 7.4万股 | $38.1万 | 9,928股 | +6.5万股+649.88% | 加仓 |
| IiShares安硕信托IVV |
| 1.19% | 1.27% | $203.9万 | 2,723股 | $177.8万 | 2,722股 | +1股+0.04% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.86% | 1.06% | $147.7万 | 1.9万股 | $148.6万 | 1.9万股 | 00.00% | 持仓不变 |
| IINVESCO S&P ULTRA DIVIDEND REVENUE ETFRDIV |
| 0.76% | 0.87% | $130.4万 | 2.2万股 | $121.3万 | 2.2万股 | 00.00% | 持仓不变 |
| UUSA RARE EARTH INC COMUSAR |
| 0.66% | 0.57% | $113.3万 | 5.3万股 | $79.5万 | 5.3万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.62% | 0.65% | $107.2万 | 1.3万股 | $90.3万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.59% | 0.64% | $100.7万 | 1.3万股 | $89.7万 | 3,125股 | +9,375股+300.00% | 加仓 |
| Q高通QCOM |
| 0.58% | — | $99.4万 | 5,381股 | $0 | 0股 | +5,381股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.51% | 0.5% | $86.8万 | 1,163股 | $70.1万 | 1,078股 | +85股+7.88% | 加仓 |
| IiShares安硕·COREIJR |
| 0.49% | 0.51% | $84.5万 | 5,700股 | $70.9万 | 5,700股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.42% | 0.58% | $72.9万 | 779股 | $81.1万 | 814股 | -35股-4.30% | 减仓 |
| IiShares安硕信托TIP |
| 0.32% | 0.4% | $55.1万 | 5,036股 | $55.6万 | 5,036股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGLT |
| 0.32% | 0.39% | $54.5万 | 9,885股 | $54.7万 | 9,885股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.31% | 0.35% | $52.8万 | 5,469股 | $49.5万 | 5,469股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.3% | 0.24% | $52.2万 | 1,094股 | $33.5万 | 990股 | +104股+10.51% | 加仓 |
 高德纳IT |
| 0.28% | 0.42% | $48.5万 | 3,740股 | $59.2万 | 3,740股 | 00.00% | 持仓不变 |
 GOLUB CAP BDCGBDC |
| 0.25% | 0.3% | $43.2万 | 3.4万股 | $42.5万 | 3.4万股 | 00.00% | 持仓不变 |
| F富达·WISE ORIGIN BITCOIN FUNDFBTC |
| 0.2% | 0.22% | $35.2万 | 6,894股 | $30.1万 | 5,100股 | +1,794股+35.18% | 加仓 |
| V先锋领航指数基金VB |
| 0.2% | 0.21% | $33.8万 | 1,115股 | $29.2万 | 1,115股 | 00.00% | 持仓不变 |
 COUPANG INC CLASS ACPNG |
| 0.15% | 0.2% | $25.1万 | 1.4万股 | $27.3万 | 1.4万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.12% | — | $21.4万 | 1,362股 | $0 | 0股 | +1,362股 | 新买入 |
| PPetco Health And Wellness Co Inc Ordinary Shares - Class AWOOF |
| 0.05% | 0.07% | $9.4万 | 3.4万股 | $9.6万 | 3.4万股 | 00.00% | 持仓不变 |
