| G通用动力VTI |
| 23.1% | 22.72% | $4,450.4万 | 12.0万股 | $3,678.3万 | 11.5万股 | +5,614股+4.90% | 加仓 |
| V先锋领航STAR基金VXUS |
| 16.04% | 17.09% | $3,089.9万 | 36.1万股 | $2,767.2万 | 35.9万股 | +2,573股+0.72% | 加仓 |
 英伟达NVDA |
| 7.73% | 8.02% | $1,489.3万 | 7.4万股 | $1,298.0万 | 7.4万股 | +5股+0.01% | 加仓 |
| V先锋领航·FTSEVEA |
| 4.07% | 4% | $784.7万 | 11.0万股 | $648.4万 | 10.1万股 | +8,943股+8.84% | 加仓 |
| V先锋领航·TOTALBND |
| 3.69% | 3.73% | $711.3万 | 9.7万股 | $604.1万 | 8.2万股 | +1.5万股+18.11% | 加仓 |
| V先锋领航指数基金VUG |
| 3.56% | 3.52% | $686.3万 | 8.0万股 | $569.6万 | 1.3万股 | +6.7万股+511.01% | 加仓 |
| V先锋领航·TOTALBNDX |
| 3.51% | 3.5% | $675.6万 | 14.0万股 | $566.9万 | 11.8万股 | +2.2万股+18.24% | 加仓 |
| V先锋领航指数基金VTV |
| 3.28% | 3.48% | $631.4万 | 2.9万股 | $563.0万 | 2.9万股 | +278股+0.97% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 3.2% | 3.27% | $616.8万 | 12.3万股 | $529.0万 | 10.6万股 | +1.7万股+15.95% | 加仓 |
| IiShares安硕信托IXUS |
| 3.15% | 3.4% | $606.2万 | 6.4万股 | $550.3万 | 6.4万股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 2.68% | 3.41% | $516.3万 | 6.6万股 | $551.7万 | 7.0万股 | -4,095股-5.82% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 2.67% | — | $515.0万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
 埃克森美孚XOM |
| 2.52% | 3.72% | $485.2万 | 3.5万股 | $602.1万 | 3.5万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 1.91% | 1.91% | $367.5万 | 6.2万股 | $309.3万 | 5.7万股 | +4,333股+7.57% | 加仓 |
 苹果AAPL |
| 1.79% | 0.55% | $344.3万 | 1.2万股 | $88.8万 | 3,498股 | +8,401股+240.17% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.46% | 1.7% | $281.5万 | 3.7万股 | $275.4万 | 3.6万股 | +1,016股+2.85% | 加仓 |
| V先锋领航指数基金VB |
| 1.12% | 1.15% | $215.4万 | 7,105股 | $185.7万 | 7,091股 | +14股+0.20% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.11% | 1.3% | $213.9万 | 4.2万股 | $211.0万 | 4.2万股 | 00.00% | 持仓不变 |
 第一资本COF |
| 0.97% | 1.05% | $186.5万 | 9,294股 | $169.5万 | 9,294股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.88% | 0.9% | $169.0万 | 1.1万股 | $145.7万 | 1.1万股 | +236股+2.24% | 加仓 |
| V先锋领航指数基金VOO |
| 0.87% | 0.9% | $166.9万 | 2,430股 | $145.0万 | 2,427股 | +3股+0.12% | 加仓 |
| V先锋领航指数基金VV |
| 0.86% | 0.89% | $166.3万 | 4,837股 | $144.6万 | 4,837股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.74% | 0.26% | $142.8万 | 1,237股 | $42.3万 | 1,252股 | -15股-1.20% | 减仓 |
| CCARPENTER TECHNOLOGYCRS |
| 0.69% | 0.53% | $133.7万 | 2,168股 | $85.5万 | 2,168股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.67% | 0.57% | $129.7万 | 2,715股 | $91.8万 | 2,715股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.58% | 0.43% | $111.3万 | 1,486股 | $70.2万 | 1,075股 | +411股+38.23% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.53% | 0.55% | $101.6万 | 1,361股 | $88.5万 | 1,360股 | +1股+0.07% | 加仓 |
| S嘉信策略信托SCHF |
| 0.52% | 0.55% | $99.6万 | 3.6万股 | $89.0万 | 3.6万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.47% | 0.48% | $89.6万 | 3,759股 | $78.3万 | 3,759股 | 00.00% | 持仓不变 |
| IiShares安硕信托IDEV |
| 0.44% | 0.49% | $84.1万 | 9,447股 | $78.9万 | 9,447股 | 00.00% | 持仓不变 |
| V先锋领航·INSTL INDEX FDVGUS |
| 0.41% | 0.49% | $79.9万 | 1.1万股 | $79.2万 | 1.0万股 | +91股+0.87% | 加仓 |
 微软MSFT |
| 0.37% | 0.44% | $71.2万 | 1,908股 | $70.6万 | 1,908股 | 00.00% | 持仓不变 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.37% | 0.38% | $71.1万 | 7,018股 | $62.2万 | 6,147股 | +871股+14.17% | 加仓 |
| I景顺QQQ信托VOO |
| 0.35% | 0.25% | $68.4万 | 929股 | $41.2万 | 714股 | +215股+30.11% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.3% | 0.32% | $57.8万 | 2,380股 | $51.7万 | 2,380股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.29% | 0.32% | $56.1万 | 3,550股 | $52.5万 | 3,547股 | +3股+0.08% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.23% | 0.25% | $44.3万 | 5,287股 | $39.9万 | 5,308股 | -21股-0.40% | 减仓 |
 甲骨文ORCL |
| 0.23% | 0.27% | $43.8万 | 2,990股 | $43.9万 | 2,985股 | +5股+0.17% | 加仓 |
| IiShares安硕信托IEFA |
| 0.22% | 0.25% | $42.9万 | 4,439股 | $40.2万 | 4,439股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VXF |
| 0.21% | 0.21% | $40.1万 | 1,628股 | $33.5万 | 1,627股 | +1股+0.06% | 加仓 |
| IiShares安硕信托AGG |
| 0.21% | 0.24% | $39.8万 | 4,017股 | $39.5万 | 3,977股 | +40股+1.01% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.18% | 0.17% | $33.8万 | 958股 | $27.5万 | 958股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHC |
| 0.17% | 0.19% | $32.8万 | 6,214股 | $30.4万 | 6,214股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.16% | 0.16% | $31.1万 | 1,034股 | $25.6万 | 1,034股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.16% | — | $31.0万 | 534股 | $0 | 0股 | +534股 | 新买入 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.16% | 0.16% | $30.7万 | 9,065股 | $26.4万 | 9,065股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.16% | 0.17% | $30.0万 | 918股 | $27.0万 | 918股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 0.15% | 0.18% | $28.1万 | 3,040股 | $28.6万 | 3,040股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.14% | 0.16% | $27.6万 | 551股 | $26.4万 | 551股 | 00.00% | 持仓不变 |
| IiShares安硕信托DVY |
| 0.13% | 0.14% | $24.2万 | 1,548股 | $23.4万 | 1,548股 | 00.00% | 持仓不变 |
