| V先锋领航指数基金VOO |
| 18.26% | 16.36% | $4,021.7万 | 5.9万股 | $2,928.7万 | 4.9万股 | +9,545股+19.47% | 加仓 |
| V先锋领航·FTSEVEA |
| 7.07% | 8.26% | $1,557.3万 | 21.9万股 | $1,477.9万 | 23.1万股 | -1.2万股-5.23% | 减仓 |
| AAVANTIS CORE FIXED INCOME ETFAVIG |
| 4.84% | 3.82% | $1,066.4万 | 25.8万股 | $684.2万 | 16.5万股 | +9.3万股+56.36% | 加仓 |
| A美国世纪ETF信托DSPY |
| 3.29% | 2.23% | $724.4万 | 11.0万股 | $399.6万 | 6.7万股 | +4.4万股+65.77% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3.12% | 1.38% | $687.0万 | 6.7万股 | $247.0万 | 2.5万股 | +4.2万股+169.50% | 加仓 |
| IiShares安硕·COREIJH |
| 2.99% | 1.97% | $658.2万 | 8.5万股 | $351.9万 | 5.2万股 | +3.3万股+63.80% | 加仓 |
苹果AAPL |
| 2.97% | 3.18% | $654.2万 | 2.3万股 | $570.0万 | 2.2万股 | +149股+0.66% | 加仓 |
| V先锋领航债券指数基金BIV |
| 2.4% | 3.39% | $529.6万 | 6.9万股 | $607.5万 | 7.9万股 | -9,666股-12.28% | 减仓 |
英伟达NVDA |
| 2.2% | 2.38% | $483.8万 | 2.4万股 | $426.4万 | 2.4万股 | -269股-1.10% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.15% | — | $473.2万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 2.11% | 2.36% | $465.3万 | 9.4万股 | $422.2万 | 7.7万股 | +1.8万股+23.37% | 加仓 |
微软MSFT |
| 1.84% | 1.96% | $405.7万 | 1.1万股 | $350.5万 | 9,469股 | +1,407股+14.86% | 加仓 |
| AAvantis·U SAVUV |
| 1.71% | 1.33% | $375.9万 | 3.0万股 | $238.4万 | 2.2万股 | +8,549股+39.61% | 加仓 |
| I景顺QQQ信托VOO |
| 1.68% | 1.85% | $370.4万 | 5,030股 | $331.8万 | 5,749股 | -719股-12.51% | 减仓 |
谷歌AGOOGL |
| 1.38% | 1.47% | $304.4万 | 8,517股 | $262.3万 | 9,123股 | -606股-6.64% | 减仓 |
亚马逊AMZN |
| 1.31% | 1.32% | $289.1万 | 1.2万股 | $236.0万 | 1.1万股 | +799股+7.05% | 加仓 |
博通AVGO |
| 1.3% | 1.36% | $285.4万 | 7,556股 | $242.6万 | 7,838股 | -282股-3.60% | 减仓 |
| ZZACKS TRUSTZECP |
| 1.23% | 1.71% | $271.7万 | 7.2万股 | $307.0万 | 9.1万股 | -1.9万股-20.66% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.05% | 1.1% | $230.3万 | 3,083股 | $196.5万 | 3,022股 | +61股+2.02% | 加仓 |
| A美国世纪ETF信托AVMU |
| 0.99% | 0.82% | $218.4万 | 4.7万股 | $146.6万 | 3.2万股 | +1.5万股+46.39% | 加仓 |
| FFLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUNDHYGV |
| 0.91% | 1.61% | $200.3万 | 5.0万股 | $288.3万 | 7.2万股 | -2.2万股-30.86% | 减仓 |
摩根大通JPM |
| 0.91% | 1.19% | $200.3万 | 6,119股 | $213.6万 | 7,260股 | -1,141股-15.72% | 减仓 |
艾伯维ABBV |
| 0.86% | 0.9% | $189.9万 | 7,547股 | $160.4万 | 7,376股 | +171股+2.32% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.83% | 0.6% | $183.1万 | 5,183股 | $108.1万 | 3,769股 | +1,414股+37.52% | 加仓 |
台积电TSM |
| 0.74% | 0.56% | $163.7万 | 3,422股 | $99.5万 | 2,944股 | +478股+16.24% | 加仓 |
应用材料AMAT |
| 0.72% | 0.44% | $158.8万 | 2,196股 | $78.0万 | 2,283股 | -87股-3.81% | 减仓 |
科磊KLAC |
| 0.7% | 0.17% | $154.8万 | 5,131股 | $30.6万 | 208股 | +4,923股+2,366.83% | 加仓 |
Meta平台META |
| 0.66% | 0.59% | $146.1万 | 2,594股 | $106.2万 | 1,857股 | +737股+39.69% | 加仓 |
| ZZACKS SMALL/MID CAP ETFSMIZ |
| 0.66% | 0.83% | $145.6万 | 3.3万股 | $149.1万 | 4.0万股 | -7,585股-18.86% | 减仓 |
美光科技MU |
| 0.64% | 0.29% | $139.9万 | 1,212股 | $52.3万 | 1,549股 | -337股-21.76% | 减仓 |
AMD超威AMD |
| 0.59% | 0.29% | $129.4万 | 2,228股 | $52.2万 | 2,564股 | -336股-13.10% | 减仓 |
| SSPDR SER TR S&PXSD |
| 0.56% | 0.37% | $122.9万 | 1,971股 | $66.6万 | 2,043股 | -72股-3.52% | 减仓 |
思科CSCO |
| 0.54% | 0.47% | $120.0万 | 1.0万股 | $84.3万 | 1.1万股 | -651股-5.99% | 减仓 |
强生JNJ |
| 0.54% | 0.72% | $118.5万 | 4,664股 | $129.5万 | 5,296股 | -632股-11.93% | 减仓 |
VisaV |
| 0.53% | 0.61% | $116.4万 | 3,391股 | $108.6万 | 3,594股 | -203股-5.65% | 减仓 |
英特尔INTC |
| 0.52% | 0.22% | $114.8万 | 8,221股 | $38.6万 | 8,742股 | -521股-5.96% | 减仓 |
伯克希尔哈撒韦BRK.B |
| 0.51% | 0.55% | $113.2万 | 2,263股 | $99.2万 | 2,070股 | +193股+9.32% | 加仓 |
| IiShares安硕信托ITOT |
| 0.49% | 0.46% | $108.5万 | 6,604股 | $82.7万 | 5,807股 | +797股+13.72% | 加仓 |
| ZZACKS QUALITY INTERNATIONAL ETFQUIZ |
| 0.47% | 0.42% | $104.3万 | 3.6万股 | $75.6万 | 2.8万股 | +7,658股+27.31% | 加仓 |
埃克森美孚XOM |
| 0.41% | 0.64% | $91.0万 | 6,653股 | $115.3万 | 6,794股 | -141股-2.08% | 减仓 |
礼来LLY |
| 0.41% | 0.33% | $90.2万 | 752股 | $59.3万 | 645股 | +107股+16.59% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.41% | — | $89.6万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
麦当劳MCD |
| 0.39% | 0.61% | $85.5万 | 3,164股 | $109.4万 | 3,520股 | -356股-10.11% | 减仓 |
特斯拉TSLA |
| 0.38% | 0.35% | $84.5万 | 2,009股 | $63.5万 | 1,708股 | +301股+17.62% | 加仓 |
好市多COST |
| 0.37% | 0.62% | $81.8万 | 874股 | $110.7万 | 1,111股 | -237股-21.33% | 减仓 |
泛林集团LRCX |
| 0.36% | 0.26% | $80.2万 | 1,851股 | $45.8万 | 2,143股 | -292股-13.63% | 减仓 |
TJXTJX |
| 0.36% | 0.63% | $79.0万 | 5,216股 | $112.4万 | 7,040股 | -1,824股-25.91% | 减仓 |
沃尔玛WMT |
| 0.35% | 0.54% | $77.8万 | 6,868股 | $96.0万 | 7,727股 | -859股-11.12% | 减仓 |
RYAN SPECIALTYRYAN |
| 0.34% | 0.41% | $74.1万 | 2.0万股 | $74.2万 | 2.2万股 | -2,362股-10.74% | 减仓 |
默沙东MRK |
| 0.33% | 0.35% | $73.8万 | 5,720股 | $63.3万 | 5,266股 | +454股+8.62% | 加仓 |