| V先锋领航指数基金VOO |
| 21.04% | 21.23% | $1,711.3万 | 2.5万股 | $1,451.5万 | 2.4万股 | +626股+2.58% | 加仓 |
| V先锋领航STAR基金VXUS |
| 19.65% | 20.59% | $1,598.2万 | 18.7万股 | $1,408.2万 | 18.3万股 | +4,319股+2.37% | 加仓 |
| V先锋领航指数基金VXF |
| 8.28% | 8.02% | $673.4万 | 2.7万股 | $548.6万 | 2.7万股 | +693股+2.60% | 加仓 |
| G通用动力VTI |
| 8.12% | 8.27% | $660.4万 | 1.8万股 | $565.2万 | 1.8万股 | +229股+1.30% | 加仓 |
 科磊KLAC |
| 6.82% | 3.96% | $554.5万 | 1.8万股 | $270.6万 | 1,838股 | +1.7万股+900.00% | 加仓 |
| V先锋领航·TOTALBND |
| 6.44% | 5.86% | $523.8万 | 7.1万股 | $400.7万 | 5.4万股 | +1.7万股+31.12% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 4.32% | 6.37% | $351.1万 | 7.0万股 | $435.3万 | 8.6万股 | -1.7万股-19.35% | 减仓 |
| V先锋领航·TOTALBNDX |
| 3.12% | 2.87% | $253.4万 | 5.2万股 | $196.1万 | 4.1万股 | +1.2万股+28.18% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 3.11% | 3.34% | $253.0万 | 3.0万股 | $228.0万 | 3.0万股 | -162股-0.53% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 2.82% | 3.01% | $229.4万 | 1.1万股 | $206.0万 | 1.1万股 | +49股+0.46% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.81% | 3.02% | $228.7万 | 3.2万股 | $206.4万 | 3.2万股 | -109股-0.34% | 减仓 |
 卡特彼勒CAT |
| 2.19% | 1.73% | $177.8万 | 1,670股 | $118.3万 | 1,670股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 1.96% | 2.22% | $159.5万 | 7,320股 | $151.8万 | 7,739股 | -419股-5.41% | 减仓 |
| V先锋领航指数基金VUG |
| 1.37% | 1.43% | $111.6万 | 1.3万股 | $97.7万 | 2,236股 | +1.1万股+479.38% | 加仓 |
 苹果AAPL |
| 1.29% | 1.39% | $105.1万 | 3,631股 | $94.9万 | 3,741股 | -110股-2.94% | 减仓 |
| IiShares安硕信托IVV |
| 1.12% | 1.16% | $91.0万 | 1,215股 | $79.4万 | 1,215股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.85% | 0.95% | $69.4万 | 4,393股 | $65.1万 | 4,393股 | 00.00% | 持仓不变 |
| IiShares安硕信托DVY |
| 0.62% | 0.52% | $50.3万 | 3,216股 | $35.6万 | 2,351股 | +865股+36.79% | 加仓 |
| EEA SERIES TRUSTTBG |
| 0.61% | 0.5% | $49.3万 | 1.4万股 | $34.3万 | 9,853股 | +3,665股+37.20% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.6% | 0.65% | $48.9万 | 8,188股 | $44.4万 | 8,216股 | -28股-0.34% | 减仓 |
| IiShares安硕·COREIJH |
| 0.52% | 0.54% | $42.1万 | 5,460股 | $36.9万 | 5,460股 | 00.00% | 持仓不变 |
| IiShares安硕信托IDEV |
| 0.41% | 0.45% | $33.0万 | 3,710股 | $31.0万 | 3,710股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.39% | 0.52% | $31.7万 | 5,452股 | $35.2万 | 6,018股 | -566股-9.41% | 减仓 |
| IiShares安硕信托IMTB |
| 0.38% | 0.46% | $31.0万 | 7,100股 | $31.1万 | 7,100股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.32% | 0.34% | $25.9万 | 460股 | $23.5万 | 411股 | +49股+11.92% | 加仓 |
| B贝莱德·ETF TRUST IIINMU |
| 0.31% | — | $25.2万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.27% | 0.31% | $22.2万 | 443股 | $21.2万 | 443股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.27% | — | $21.7万 | 1,576股 | $0 | 0股 | +1,576股 | 新买入 |
