| G通用动力VTI |
| 22.28% | 22.77% | $1.02亿 | 27.5万股 | $8,764.6万 | 27.3万股 | +1,686股+0.62% | 加仓 |
| V先锋领航白厅基金VYM |
| 7.41% | 8.19% | $3,382.8万 | 21.4万股 | $3,151.2万 | 21.3万股 | +1,285股+0.60% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 7.02% | 7.13% | $3,205.2万 | 110.7万股 | $2,745.6万 | 109.4万股 | +1.3万股+1.18% | 加仓 |
 苹果AAPL |
| 5.63% | 6.33% | $2,571.8万 | 8.9万股 | $2,437.5万 | 9.6万股 | -7,164股-7.46% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 3.45% | 3.35% | $1,573.8万 | 19.4万股 | $1,290.9万 | 18.9万股 | +5,096股+2.70% | 加仓 |
| S嘉信策略信托SCHD |
| 3.45% | 3.92% | $1,573.4万 | 49.6万股 | $1,508.0万 | 49.2万股 | +4,671股+0.95% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 2.88% | 3.01% | $1,316.2万 | 6.0万股 | $1,160.4万 | 6.0万股 | -511股-0.84% | 减仓 |
| FFIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETFFUMB |
| 2.27% | 0.09% | $1,038.3万 | 51.8万股 | $33.1万 | 1.6万股 | +50.1万股+3,040.55% | 加仓 |
| V先锋领航指数基金VUG |
| 2.26% | 2.16% | $1,031.3万 | 12.0万股 | $833.2万 | 1.9万股 | +10.1万股+527.66% | 加仓 |
 英伟达NVDA |
| 2.1% | 2.14% | $958.4万 | 4.8万股 | $822.8万 | 4.7万股 | +722股+1.53% | 加仓 |
| V先锋领航指数基金VOO |
| 2.04% | 2.09% | $930.6万 | 1.4万股 | $803.5万 | 1.3万股 | +103股+0.77% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.84% | 1.97% | $839.8万 | 9.8万股 | $758.2万 | 9.8万股 | -104股-0.11% | 减仓 |
 微软MSFT |
| 1.76% | 2.15% | $803.1万 | 2.2万股 | $826.1万 | 2.2万股 | -787股-3.53% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.54% | 1.59% | $704.4万 | 9,433股 | $612.8万 | 9,422股 | +11股+0.12% | 加仓 |
| IiShares安硕信托IVV |
| 1.46% | 1.52% | $667.0万 | 8,907股 | $583.5万 | 8,932股 | -25股-0.28% | 减仓 |
| F第一信托交易所交易基金VIUCON |
| 1.34% | 1.62% | $609.6万 | 24.5万股 | $622.1万 | 25.1万股 | -6,125股-2.44% | 减仓 |
| I景顺QQQ信托VOO |
| 1.33% | 1.21% | $605.5万 | 8,223股 | $465.7万 | 8,069股 | +154股+1.91% | 加仓 |
| IiShares安硕信托ITOT |
| 1.16% | 1.16% | $531.6万 | 3.2万股 | $446.0万 | 3.1万股 | +1,050股+3.35% | 加仓 |
| AAPPLOVINAPP |
| 1.16% | 1.07% | $531.4万 | 1.0万股 | $410.3万 | 1.0万股 | +6股+0.06% | 加仓 |
 亚马逊AMZN |
| 1.11% | 1.39% | $508.1万 | 2.1万股 | $535.2万 | 2.6万股 | -4,381股-17.05% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.03% | 1.17% | $469.3万 | 9,379股 | $451.0万 | 9,412股 | -33股-0.35% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.98% | 1.06% | $447.8万 | 1.9万股 | $406.4万 | 1.9万股 | +29股+0.15% | 加仓 |
| IiShares安硕信托IEI |
| 0.9% | 1.04% | $409.3万 | 3.4万股 | $399.6万 | 3.3万股 | +604股+1.81% | 加仓 |
 PALO ALTOPANW |
| 0.83% | 0.52% | $379.7万 | 1.1万股 | $201.0万 | 1.3万股 | -1,403股-11.19% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.8% | 0.82% | $365.8万 | 13.8万股 | $314.6万 | 12.0万股 | +1.8万股+14.87% | 加仓 |
| V先锋领航·MALVERN FDSVGMS |
| 0.7% | 0.53% | $317.7万 | 6.2万股 | $202.8万 | 4.0万股 | +2.2万股+55.82% | 加仓 |
| IiShares安硕信托HDV |
| 0.68% | 0.82% | $312.0万 | 11.4万股 | $316.6万 | 2.3万股 | +9.0万股+387.91% | 加仓 |
| V先锋领航市政债券基金VSDM |
| 0.66% | — | $300.4万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
| IiShares安硕信托DGRO |
| 0.65% | 0.74% | $298.8万 | 3.9万股 | $283.1万 | 4.0万股 | -919股-2.28% | 减仓 |
| AASTERA LABSALAB |
| 0.64% | 0.21% | $290.1万 | 6,005股 | $82.6万 | 7,541股 | -1,536股-20.37% | 减仓 |
 谷歌AGOOGL |
| 0.63% | 0.6% | $287.4万 | 8,041股 | $230.2万 | 8,005股 | +36股+0.45% | 加仓 |
 强生JNJ |
| 0.55% | 0.6% | $252.9万 | 9,956股 | $232.1万 | 9,496股 | +460股+4.84% | 加仓 |
 博通AVGO |
| 0.5% | 0.47% | $230.1万 | 6,090股 | $181.5万 | 5,864股 | +226股+3.85% | 加仓 |
 JINKOSOLAR SPADR (REPR. 4 SHS)JKS |
| 0.5% | — | $229.5万 | 13.5万股 | $0 | 0股 | +13.5万股 | 新买入 |
 FIFTH THIRD BANCORP COMFITB |
| 0.49% | 0.48% | $222.6万 | 4.0万股 | $182.9万 | 4.0万股 | +32股+0.08% | 加仓 |
| IiShares安硕信托IXUS |
| 0.44% | 0.46% | $200.8万 | 2.1万股 | $175.9万 | 2.0万股 | +732股+3.61% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.44% | 0.42% | $199.7万 | 1.1万股 | $160.9万 | 1.0万股 | +244股+2.35% | 加仓 |
| IiShares安硕信托LRGF |
| 0.43% | 0.45% | $197.5万 | 2.6万股 | $172.1万 | 2.6万股 | +27股+0.10% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.42% | 0.26% | $192.3万 | 3,001股 | $98.6万 | 3,000股 | +1股+0.03% | 加仓 |
| WWisdomTree信托DLN |
| 0.41% | 0.45% | $186.0万 | 1.9万股 | $172.4万 | 1.9万股 | +4股+0.02% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.4% | 0.41% | $183.0万 | 8,599股 | $156.2万 | 8,137股 | +462股+5.68% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.4% | 0.46% | $182.5万 | 3.6万股 | $179.0万 | 3.6万股 | +208股+0.58% | 加仓 |
| IiShares安硕EUSA |
| 0.39% | 0.38% | $176.0万 | 1.5万股 | $146.4万 | 1.4万股 | +1,033股+7.18% | 加仓 |
| V先锋领航指数基金VXF |
| 0.38% | 0.39% | $172.7万 | 7,015股 | $151.7万 | 7,369股 | -354股-4.80% | 减仓 |
| V先锋领航指数基金VV |
| 0.37% | 0.38% | $170.2万 | 4,949股 | $147.8万 | 4,946股 | +3股+0.06% | 加仓 |
 摩根大通JPM |
| 0.33% | 0.35% | $151.5万 | 4,629股 | $134.3万 | 4,566股 | +63股+1.38% | 加仓 |
 特斯拉TSLA |
| 0.32% | 0.32% | $145.9万 | 3,468股 | $124.5万 | 3,349股 | +119股+3.55% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.31% | 0.3% | $140.4万 | 3,974股 | $114.0万 | 3,974股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.3% | 0.36% | $137.6万 | 2,442股 | $140.4万 | 2,454股 | -12股-0.49% | 减仓 |
| F第一信托交易所交易基金IIIFMB |
| 0.29% | 0.34% | $132.7万 | 2.6万股 | $130.0万 | 2.6万股 | +177股+0.69% | 加仓 |
