| V先锋领航·MIDVO |
| 7.22% | 8.13% | $1,087.9万 | 13.5万股 | $998.8万 | 3.5万股 | +10.0万股+288.24% | 加仓 |
 苹果AAPL |
| 5.17% | 5.22% | $779.6万 | 2.7万股 | $641.5万 | 2.5万股 | +1,666股+6.59% | 加仓 |
 微软MSFT |
| 4.7% | 5.24% | $708.4万 | 1.9万股 | $643.4万 | 1.7万股 | +1,611股+9.27% | 加仓 |
 英伟达NVDA |
| 4.6% | 4.68% | $692.8万 | 3.5万股 | $575.7万 | 3.3万股 | +1,613股+4.89% | 加仓 |
| V先锋领航·FTSEVEA |
| 4.54% | 4.1% | $684.2万 | 9.6万股 | $503.5万 | 7.9万股 | +1.7万股+22.21% | 加仓 |
| IiShares安硕信托IEFA |
| 4.49% | 3.86% | $676.9万 | 7.0万股 | $474.4万 | 5.2万股 | +1.8万股+33.76% | 加仓 |
 谷歌AGOOGL |
| 3.68% | 3.61% | $554.3万 | 1.6万股 | $443.4万 | 1.5万股 | +90股+0.58% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 3.18% | 3.16% | $479.7万 | 5.8万股 | $388.1万 | 5.5万股 | +3,699股+6.78% | 加仓 |
| A美国世纪ETF信托AVEM |
| 3.02% | 2.52% | $454.4万 | 4.7万股 | $309.1万 | 3.8万股 | +8,727股+22.75% | 加仓 |
 亚马逊AMZN |
| 2.93% | 2.64% | $440.9万 | 1.8万股 | $324.8万 | 1.6万股 | +2,901股+18.60% | 加仓 |
 博通AVGO |
| 2.3% | 2.15% | $347.2万 | 9,192股 | $264.1万 | 8,533股 | +659股+7.72% | 加仓 |
 摩根大通JPM |
| 2.13% | 1.78% | $321.6万 | 9,825股 | $218.9万 | 7,442股 | +2,383股+32.02% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.08% | 2.18% | $312.8万 | 8,852股 | $268.4万 | 9,356股 | -504股-5.39% | 减仓 |
 VisaV |
| 1.76% | 1.83% | $265.4万 | 7,737股 | $224.8万 | 7,437股 | +300股+4.03% | 加仓 |
 艾伯维ABBV |
| 1.75% | 1.71% | $263.3万 | 1.0万股 | $209.8万 | 9,648股 | +816股+8.46% | 加仓 |
 埃克森美孚XOM |
| 1.59% | 2.25% | $239.9万 | 1.8万股 | $276.3万 | 1.6万股 | +1,256股+7.71% | 加仓 |
 卡特彼勒CAT |
| 1.44% | 1.13% | $217.6万 | 2,043股 | $139.1万 | 1,963股 | +80股+4.08% | 加仓 |
 联合太平洋铁路UNP |
| 1.4% | 0.78% | $211.2万 | 7,765股 | $96.0万 | 3,957股 | +3,808股+96.23% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.34% | 1.21% | $201.4万 | 4,025股 | $148.1万 | 3,091股 | +934股+30.22% | 加仓 |
 伊顿ETN |
| 1.27% | 1.25% | $191.7万 | 4,498股 | $153.0万 | 4,278股 | +220股+5.14% | 加仓 |
 思科CSCO |
| 1.14% | 0.85% | $171.6万 | 1.5万股 | $104.9万 | 1.4万股 | +1,093股+8.08% | 加仓 |
 BOOKING COMBKNG |
| 1.13% | 1.26% | $171.0万 | 9,593股 | $154.9万 | 368股 | +9,225股+2,506.79% | 加仓 |
 Meta平台META |
| 1.12% | 1.07% | $168.5万 | 2,991股 | $131.3万 | 2,295股 | +696股+30.33% | 加仓 |
 默沙东MRK |
| 1.05% | 1.13% | $157.8万 | 1.2万股 | $138.5万 | 1.2万股 | +765股+6.64% | 加仓 |
 沃尔玛WMT |
| 0.99% | 1.17% | $149.9万 | 1.3万股 | $143.3万 | 1.2万股 | +1,701股+14.75% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.98% | 0.72% | $147.9万 | 1.9万股 | $88.6万 | 1.1万股 | +7,809股+68.03% | 加仓 |
| IiShares安硕信托IVV |
| 0.95% | 1.02% | $143.5万 | 1,916股 | $125.2万 | 1,916股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.89% | 0.93% | $134.1万 | 1,796股 | $114.9万 | 1,766股 | +30股+1.70% | 加仓 |
 家得宝HD |
| 0.83% | 0.84% | $124.8万 | 3,540股 | $103.8万 | 3,155股 | +385股+12.20% | 加仓 |
| IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 0.76% | 0.58% | $115.2万 | 1.1万股 | $71.6万 | 6,707股 | +4,147股+61.83% | 加仓 |
 雷神技术RTX |
| 0.76% | 0.84% | $115.0万 | 6,059股 | $103.4万 | 5,359股 | +700股+13.06% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.76% | 0.68% | $113.8万 | 3.4万股 | $83.5万 | 2.9万股 | +4,963股+17.31% | 加仓 |
 雷蒙德詹姆斯RJF |
| 0.74% | 0.86% | $111.3万 | 7,321股 | $106.0万 | 7,321股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.7% | 0.83% | $105.0万 | 1,122股 | $102.1万 | 1,025股 | +97股+9.46% | 加仓 |
 麦当劳MCD |
| 0.7% | 0.83% | $104.9万 | 3,880股 | $102.4万 | 3,295股 | +585股+17.75% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.69% | 0.65% | $104.3万 | 4,238股 | $79.7万 | 3,830股 | +408股+10.65% | 加仓 |
 百事可乐PEP |
| 0.67% | 0.74% | $100.3万 | 7,405股 | $91.5万 | 5,892股 | +1,513股+25.68% | 加仓 |
 英特尔INTC |
| 0.64% | 0.24% | $96.7万 | 6,926股 | $29.6万 | 6,703股 | +223股+3.33% | 加仓 |
 霍尼韦尔HON |
| 0.63% | 0.68% | $94.6万 | 4,226股 | $83.7万 | 3,705股 | +521股+14.06% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.63% | 0.59% | $94.6万 | 2.7万股 | $72.1万 | 2.4万股 | +3,515股+14.86% | 加仓 |
 阿默普莱斯AMP |
| 0.61% | 0.61% | $92.3万 | 2,011股 | $75.4万 | 1,697股 | +314股+18.50% | 加仓 |
 宝洁PG |
| 0.59% | 0.64% | $89.1万 | 6,074股 | $78.6万 | 5,443股 | +631股+11.59% | 加仓 |
 CHUBB LIMITEDCB |
| 0.59% | 0.57% | $88.2万 | 2,588股 | $69.6万 | 2,135股 | +453股+21.22% | 加仓 |
| T赛默飞世尔TMO |
| 0.57% | 0.59% | $86.2万 | 1,720股 | $72.0万 | 1,464股 | +256股+17.49% | 加仓 |
 黑石集团BX |
| 0.54% | 0.45% | $82.1万 | 6,978股 | $54.9万 | 4,771股 | +2,207股+46.26% | 加仓 |
 史赛克SYK |
| 0.51% | 0.77% | $76.9万 | 2,442股 | $95.2万 | 2,896股 | -454股-15.68% | 减仓 |
| V先锋领航指数基金VOO |
| 0.5% | 0.39% | $75.6万 | 1,101股 | $48.5万 | 812股 | +289股+35.59% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.5% | — | $75.2万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 应用材料AMAT |
| 0.5% | — | $75.1万 | 1,039股 | $0 | 0股 | +1,039股 | 新买入 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.5% | 0.54% | $74.7万 | 3,703股 | $66.9万 | 3,202股 | +501股+15.65% | 加仓 |
