| V先锋领航国际股票指数基金VT |
| 24.39% | 15.13% | $1.82亿 | 116.0万股 | $9,728.1万 | 64.3万股 | +51.7万股+80.36% | 加仓 |
| V先锋领航指数基金VOO |
| 23.29% | 25.34% | $1.74亿 | 25.3万股 | $1.63亿 | 24.7万股 | +6,611股+2.68% | 加仓 |
| IiShares安硕信托AGG |
| 8.64% | 9.98% | $6,449.1万 | 65.2万股 | $6,416.0万 | 64.7万股 | +4,128股+0.64% | 加仓 |
| V先锋领航·FTSEVEA |
| 6.44% | 7.15% | $4,812.1万 | 67.5万股 | $4,600.3万 | 66.9万股 | +6,725股+1.01% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 4.75% | 5.49% | $3,544.0万 | 60.1万股 | $3,532.7万 | 59.6万股 | +5,046股+0.85% | 加仓 |
 微软MSFT |
| 3.65% | 4.61% | $2,723.3万 | 7.3万股 | $2,963.2万 | 7.3万股 | +341股+0.47% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.34% | 2.68% | $1,744.4万 | 29.2万股 | $1,722.6万 | 29.2万股 | -84股-0.03% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 1.88% | 2.15% | $1,403.7万 | 27.9万股 | $1,383.9万 | 27.5万股 | +3,925股+1.43% | 加仓 |
| G通用动力VTI |
| 1.26% | 1.19% | $940.3万 | 2.5万股 | $766.6万 | 2.2万股 | +3,766股+17.40% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.15% | 1.29% | $861.2万 | 5.5万股 | $831.4万 | 5.5万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPTL |
| 0.98% | 1.14% | $729.4万 | 27.8万股 | $733.5万 | 28.2万股 | -3,909股-1.39% | 减仓 |
 卡特彼勒CAT |
| 0.78% | 0.78% | $582.0万 | 5,465股 | $500.8万 | 5,617股 | -152股-2.71% | 减仓 |
 英伟达NVDA |
| 0.62% | 0.71% | $461.6万 | 2.3万股 | $459.7万 | 2.3万股 | +36股+0.16% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.58% | 0.65% | $436.0万 | 3.5万股 | $418.4万 | 3.5万股 | +30股+0.09% | 加仓 |
 苹果AAPL |
| 0.56% | 0.61% | $420.7万 | 1.5万股 | $392.7万 | 1.4万股 | +67股+0.46% | 加仓 |
 AURORA INNOVATION INC CLASS AAUR |
| 0.55% | 1.23% | $411.4万 | 60.3万股 | $788.1万 | 134.0万股 | -73.7万股-54.99% | 减仓 |
 亚马逊AMZN |
| 0.53% | 0.69% | $396.9万 | 1.7万股 | $441.9万 | 1.7万股 | -20股-0.12% | 减仓 |
| KKOVITZ CORE EQUITY ETFEQTY |
| 0.52% | — | $386.2万 | 13.8万股 | $0 | 0股 | +13.8万股 | 新买入 |
 谷歌AGOOGL |
| 0.48% | 0.61% | $358.2万 | 1.0万股 | $390.5万 | 1.0万股 | -125股-1.23% | 减仓 |
 瑞银UBS |
| 0.43% | 0.44% | $319.7万 | 6.4万股 | $283.3万 | 6.4万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.42% | 0.47% | $313.3万 | 4,185股 | $300.8万 | 4,185股 | 00.00% | 持仓不变 |
| B纽约梅隆银行BK |
| 0.4% | 0.44% | $300.7万 | 2.1万股 | $280.5万 | 2.1万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.4% | 0.54% | $300.5万 | 8,157股 | $345.6万 | 8,157股 | 00.00% | 持仓不变 |
 EXPAND ENERGYEXE |
| 0.33% | 0.36% | $242.9万 | 2.7万股 | $228.8万 | 2.2万股 | +4,239股+18.93% | 加仓 |
 金佰利KMB |
| 0.31% | 0.37% | $227.9万 | 2.1万股 | $239.0万 | 2.4万股 | -3,758股-15.48% | 减仓 |
 奎斯特诊断DGX |
| 0.3% | 0.12% | $226.9万 | 1.1万股 | $76.6万 | 3,946股 | +6,760股+171.31% | 加仓 |
| CCADIZCDZI |
| 0.3% | 0.32% | $224.8万 | 53.8万股 | $205.3万 | 47.4万股 | +6.4万股+13.43% | 加仓 |
 联合太平洋铁路UNP |
| 0.29% | 0.33% | $215.2万 | 7,913股 | $213.2万 | 7,913股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.28% | 0.36% | $209.8万 | 5,939股 | $229.5万 | 6,010股 | -71股-1.18% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.25% | 3.56% | $190.3万 | 8,945股 | $2,288.2万 | 11.2万股 | -10.4万股-92.05% | 减仓 |
| OO-I GLASSOI |
| 0.24% | 0.11% | $179.9万 | 18.7万股 | $72.3万 | 7.9万股 | +10.7万股+135.20% | 加仓 |
 LoewsL |
| 0.23% | 0.27% | $175.0万 | 1.5万股 | $174.0万 | 1.5万股 | -1股-0.01% | 减仓 |
| AALASKA AIRALK |
| 0.23% | 0.11% | $172.8万 | 3.3万股 | $69.8万 | 1.8万股 | +1.5万股+85.58% | 加仓 |
 博通AVGO |
| 0.21% | 0.25% | $153.8万 | 4,072股 | $163.5万 | 3,918股 | +154股+3.93% | 加仓 |
 强生JNJ |
| 0.21% | 0.21% | $153.8万 | 6,055股 | $133.0万 | 5,788股 | +267股+4.61% | 加仓 |
 GOLAR LNG LTD SHSGLNG |
| 0.19% | 0.24% | $144.3万 | 2.9万股 | $157.0万 | 2.9万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.19% | 0.04% | $141.2万 | 6,480股 | $23.3万 | 1,125股 | +5,355股+476.00% | 加仓 |
 第一资本COF |
| 0.18% | 0.2% | $137.6万 | 6,859股 | $131.2万 | 6,859股 | 00.00% | 持仓不变 |
 美高梅MGM |
| 0.18% | 0.19% | $136.1万 | 2.8万股 | $124.9万 | 3.2万股 | -3,602股-11.23% | 减仓 |
 Meta平台META |
| 0.18% | 0.22% | $135.8万 | 2,410股 | $141.4万 | 2,310股 | +100股+4.33% | 加仓 |
 TECK RESOURCESTECK |
| 0.17% | 0.2% | $128.0万 | 2.2万股 | $125.8万 | 2.2万股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.16% | 0.07% | $120.9万 | 4,298股 | $42.5万 | 1,839股 | +2,459股+133.71% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.16% | 0.18% | $120.4万 | 4,007股 | $116.8万 | 4,202股 | -195股-4.64% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.16% | 0.1% | $119.6万 | 1.4万股 | $66.5万 | 8,012股 | +5,974股+74.56% | 加仓 |
 沃尔玛WMT |
| 0.16% | 0.21% | $117.6万 | 1.0万股 | $136.9万 | 1.0万股 | +5股+0.05% | 加仓 |
| MMARINEMAXHZO |
| 0.15% | 0.14% | $115.3万 | 3.1万股 | $91.6万 | 3.2万股 | -403股-1.26% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.15% | — | $115.2万 | 3,149股 | $0 | 0股 | +3,149股 | 新买入 |
 AXIS CAPAXS |
| 0.15% | 0.16% | $108.4万 | 1.0万股 | $100.9万 | 1.0万股 | 00.00% | 持仓不变 |
| UUNILEVER SPON ADR NEWUL |
| 0.14% | 0.16% | $106.1万 | 1.8万股 | $104.1万 | 1.8万股 | +1股+0.01% | 加仓 |
 北方信托NTRS |
| 0.14% | 0.16% | $104.8万 | 6,011股 | $100.0万 | 6,011股 | 00.00% | 持仓不变 |
