| V先锋领航指数基金VOO |
| 33.21% | 30.72% | $8,646.6万 | 15.2万股 | $7,264.9万 | 14.1万股 | +1.1万股+7.68% | 加仓 |
| V先锋领航·FTSEVEA |
| 10.94% | 10.61% | $2,849.1万 | 50.0万股 | $2,508.9万 | 49.4万股 | +6,152股+1.25% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 10.04% | 11.19% | $2,614.4万 | 53.3万股 | $2,646.2万 | 53.3万股 | -75股-0.01% | 减仓 |
| V先锋领航·TOTALBND |
| 7.97% | 9.36% | $2,075.9万 | 28.2万股 | $2,214.6万 | 30.2万股 | -2.0万股-6.49% | 减仓 |
| V先锋领航指数基金VXF |
| 7.62% | 6.61% | $1,985.3万 | 10.3万股 | $1,563.3万 | 9.1万股 | +1.2万股+13.51% | 加仓 |
| V先锋领航全球基金VGT |
| 4.39% | 3.57% | $1,143.6万 | 1.7万股 | $844.0万 | 1.6万股 | +1,681股+10.80% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.76% | 3.82% | $977.8万 | 19.8万股 | $903.5万 | 20.0万股 | -1,928股-0.97% | 减仓 |
| V先锋领航·TOTALBNDX |
| 3.49% | 3.94% | $907.9万 | 18.3万股 | $931.6万 | 19.1万股 | -7,443股-3.90% | 减仓 |
| IiShares安硕信托GVI |
| 3.41% | 3.79% | $887.5万 | 8.3万股 | $895.6万 | 8.5万股 | -1,349股-1.59% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.05% | 2.21% | $532.7万 | 6.4万股 | $523.6万 | 6.4万股 | +208股+0.32% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.27% | 1.6% | $331.0万 | 4.2万股 | $378.8万 | 4.8万股 | -6,341股-13.10% | 减仓 |
 苹果AAPL |
| 0.93% | 1.04% | $243.2万 | 1.2万股 | $245.2万 | 1.1万股 | +818股+7.41% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.93% | 1.03% | $241.8万 | 4.0万股 | $242.6万 | 4.1万股 | -408股-1.00% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.87% | 0.62% | $227.4万 | 3,681股 | $146.5万 | 2,619股 | +1,062股+40.55% | 加仓 |
 GLOBAL PMTS COMGPN |
| 0.76% | 1.07% | $196.6万 | 2.5万股 | $253.9万 | 2.6万股 | -1,363股-5.26% | 减仓 |
 英伟达NVDA |
| 0.73% | 0.5% | $189.6万 | 1.2万股 | $119.3万 | 1.1万股 | +999股+9.08% | 加仓 |
 微软MSFT |
| 0.73% | 0.6% | $189.3万 | 3,806股 | $141.7万 | 3,775股 | +31股+0.82% | 加仓 |
| S嘉信策略信托SCHF |
| 0.72% | 0.71% | $187.3万 | 8.5万股 | $168.6万 | 8.5万股 | -472股-0.55% | 减仓 |
| G通用动力VTI |
| 0.55% | 0.63% | $144.2万 | 4,745股 | $149.5万 | 5,440股 | -695股-12.78% | 减仓 |
 亚马逊AMZN |
| 0.53% | 0.49% | $136.9万 | 6,240股 | $116.0万 | 6,095股 | +145股+2.38% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.4% | 1.11% | $104.7万 | 2.1万股 | $263.4万 | 5.2万股 | -3.2万股-60.23% | 减仓 |
 AFLAC COMAFL |
| 0.39% | 0.43% | $101.7万 | 9,648股 | $100.7万 | 9,060股 | +588股+6.49% | 加仓 |
 Meta平台META |
| 0.36% | 0.32% | $94.1万 | 1,275股 | $74.7万 | 1,296股 | -21股-1.62% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.34% | 0.19% | $89.6万 | 1,844股 | $44.5万 | 836股 | +1,008股+120.57% | 加仓 |
| S嘉信策略信托SCHE |
| 0.25% | 0.25% | $63.9万 | 2.1万股 | $60.1万 | 2.2万股 | -604股-2.77% | 减仓 |
 博通AVGO |
| 0.23% | 0.15% | $61.2万 | 2,219股 | $35.2万 | 2,101股 | +118股+5.62% | 加仓 |
| IiShares安硕信托IVV |
| 0.23% | 0.23% | $59.7万 | 961股 | $54.0万 | 961股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.21% | 0.21% | $55.5万 | 3,130股 | $49.3万 | 3,155股 | -25股-0.79% | 减仓 |
 NETFLIXNFLX |
| 0.21% | 0.16% | $54.5万 | 407股 | $37.6万 | 403股 | +4股+0.99% | 加仓 |
 谷歌AGOOGL |
| 0.21% | 0.21% | $53.6万 | 3,040股 | $48.9万 | 3,162股 | -122股-3.86% | 减仓 |
 特斯拉TSLA |
| 0.2% | 0.18% | $52.4万 | 1,649股 | $41.4万 | 1,599股 | +50股+3.13% | 加仓 |
 摩根大通JPM |
| 0.2% | 0.18% | $52.3万 | 1,805股 | $43.7万 | 1,783股 | +22股+1.23% | 加仓 |
 强生JNJ |
| 0.18% | 0.2% | $47.4万 | 3,105股 | $46.4万 | 2,799股 | +306股+10.93% | 加仓 |
 台积电TSM |
| 0.17% | 0.15% | $45.3万 | 2,000股 | $34.7万 | 2,092股 | -92股-4.40% | 减仓 |
 VisaV |
| 0.17% | 0.18% | $45.3万 | 1,275股 | $43.6万 | 1,244股 | +31股+2.49% | 加仓 |
| V先锋领航指数基金VBK |
| 0.17% | 0.18% | $44.5万 | 1,606股 | $41.4万 | 1,645股 | -39股-2.37% | 减仓 |
 SMURFIT WESTROCK SHSSW |
| 0.15% | 0.17% | $38.0万 | 8,807股 | $40.7万 | 9,036股 | -229股-2.53% | 减仓 |
 礼来LLY |
| 0.13% | 0.16% | $33.5万 | 430股 | $36.9万 | 447股 | -17股-3.80% | 减仓 |
| V先锋领航指数基金VB |
| 0.12% | — | $30.5万 | 1,288股 | $0 | 0股 | +1,288股 | 新买入 |
| V先锋领航STAR基金VXUS |
| 0.11% | 0.19% | $29.1万 | 4,214股 | $44.8万 | 7,213股 | -2,999股-41.58% | 减仓 |
 万事达MA |
| 0.1% | 0.11% | $27.0万 | 480股 | $26.0万 | 475股 | +5股+1.05% | 加仓 |
 好市多COST |
| 0.1% | 0.1% | $25.2万 | 255股 | $23.9万 | 253股 | +2股+0.79% | 加仓 |
 甲骨文ORCL |
| 0.09% | — | $22.5万 | 1,027股 | $0 | 0股 | +1,027股 | 新买入 |
 沃尔玛WMT |
| 0.09% | — | $22.3万 | 2,279股 | $0 | 0股 | +2,279股 | 新买入 |
| V先锋领航全球基金VAW |
| 0.08% | 0.09% | $21.4万 | 1,098股 | $20.7万 | 1,098股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.08% | — | $21.3万 | 580股 | $0 | 0股 | +580股 | 新买入 |
 达登饭店DRI |
| 0.08% | 0.09% | $21.2万 | 972股 | $20.1万 | 970股 | +2股+0.21% | 加仓 |
| W威普罗WIT |
| 0.03% | 0.04% | $6.9万 | 2.3万股 | $10.3万 | 3.4万股 | -1.1万股-32.87% | 减仓 |
 MIZUHO FINANCIAL SPONSORED ADRMFG |
| 0.02% | 0.02% | $5.7万 | 1.0万股 | $5.7万 | 1.0万股 | -26股-0.25% | 减仓 |
