| V先锋领航指数基金VOO |
| 31.67% | 30.23% | $8,046.5万 | 13.1万股 | $8,357.0万 | 14.7万股 | -1.6万股-10.69% | 减仓 |
 英伟达NVDA |
| 21.35% | 29.38% | $5,424.8万 | 29.1万股 | $8,122.5万 | 51.4万股 | -22.3万股-43.45% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 11.33% | — | $2,879.1万 | 57.5万股 | $0 | 0股 | +57.5万股 | 新买入 |
| IiShares安硕信托IEFA |
| 3.5% | 4.96% | $890.3万 | 10.2万股 | $1,370.6万 | 16.4万股 | -6.2万股-37.89% | 减仓 |
 苹果AAPL |
| 3.44% | 4.31% | $873.4万 | 3.4万股 | $1,190.7万 | 5.8万股 | -2.4万股-40.90% | 减仓 |
| IiShares安硕信托AGG |
| 2.87% | — | $728.7万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
| IiShares安硕·RUSSELLIWB |
| 2.06% | 1.88% | $524.5万 | 1.4万股 | $520.8万 | 1.5万股 | -985股-6.42% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.87% | 2.72% | $474.2万 | 4.9万股 | $752.3万 | 8.2万股 | -3.3万股-39.95% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.75% | 1.49% | $445.3万 | 6,684股 | $413.0万 | 6,684股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 1.64% | 1.72% | $417.4万 | 7.0万股 | $474.6万 | 8.3万股 | -1.4万股-16.33% | 减仓 |
| GGENESIS ENERGY L P LPGEL |
| 1.32% | 1.25% | $334.2万 | 20.0万股 | $344.6万 | 20.0万股 | 00.00% | 持仓不变 |
 迪尔DE |
| 1.01% | 1.68% | $256.1万 | 5,601股 | $463.9万 | 9,123股 | -3,522股-38.61% | 减仓 |
| IiShares安硕IEMG |
| 0.99% | 0.26% | $252.0万 | 3.8万股 | $72.9万 | 1.2万股 | +2.6万股+214.90% | 加仓 |
 埃克森美孚XOM |
| 0.92% | 0.81% | $233.0万 | 2.1万股 | $223.3万 | 2.1万股 | -50股-0.24% | 减仓 |
| IiShares安硕信托IVW |
| 0.85% | 0.12% | $216.2万 | 1.8万股 | $34.2万 | 3,109股 | +1.5万股+476.17% | 加仓 |
 微软MSFT |
| 0.81% | 1.02% | $205.0万 | 3,958股 | $281.7万 | 5,664股 | -1,706股-30.12% | 减仓 |
 摩根大通JPM |
| 0.7% | 0.9% | $177.3万 | 5,622股 | $248.1万 | 8,559股 | -2,937股-34.31% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.53% | 0.47% | $134.8万 | 1.4万股 | $130.3万 | 1.5万股 | -130股-0.89% | 减仓 |
| IiShares安硕·COREIJH |
| 0.47% | 0.53% | $119.9万 | 1.8万股 | $146.6万 | 2.4万股 | -5,275股-22.31% | 减仓 |
 家得宝HD |
| 0.46% | 0.58% | $117.4万 | 2,898股 | $160.6万 | 4,379股 | -1,481股-33.82% | 减仓 |
 甲骨文ORCL |
| 0.43% | 0.6% | $108.5万 | 3,857股 | $166.5万 | 7,613股 | -3,756股-49.34% | 减仓 |
 科磊KLAC |
| 0.42% | 0.49% | $107.3万 | 995股 | $134.5万 | 1,501股 | -506股-33.71% | 减仓 |
 ARES CAPITALARCC |
| 0.4% | 0.35% | $102.3万 | 5.0万股 | $97.9万 | 4.5万股 | +5,558股+12.47% | 加仓 |
 泛林集团LRCX |
| 0.4% | 0.4% | $100.6万 | 7,513股 | $109.7万 | 1.1万股 | -3,756股-33.33% | 减仓 |
 BLUE OWL CAP CORPOBDC |
| 0.38% | 0.35% | $96.2万 | 7.5万股 | $95.6万 | 6.7万股 | +8,627股+12.94% | 加仓 |
 摩根士丹利MS |
| 0.36% | 0.46% | $92.7万 | 5,832股 | $126.4万 | 8,970股 | -3,138股-34.98% | 减仓 |
 卡特彼勒CAT |
| 0.34% | 0.39% | $87.2万 | 1,827股 | $108.5万 | 2,795股 | -968股-34.63% | 减仓 |
 好市多COST |
| 0.3% | 0.45% | $76.2万 | 823股 | $123.2万 | 1,245股 | -422股-33.90% | 减仓 |
 Meta平台META |
| 0.29% | 0.39% | $72.9万 | 993股 | $108.1万 | 1,465股 | -472股-32.22% | 减仓 |
 万事达MA |
| 0.29% | 0.39% | $72.6万 | 1,277股 | $108.8万 | 1,937股 | -660股-34.07% | 减仓 |
 谷歌AGOOGL |
| 0.28% | 0.19% | $70.6万 | 2,906股 | $51.2万 | 2,906股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.26% | 0.24% | $65.7万 | 2,992股 | $65.6万 | 2,992股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.26% | 0.24% | $65.0万 | 3,505股 | $66.0万 | 4,321股 | -816股-18.88% | 减仓 |
 财捷INTU |
| 0.25% | 0.39% | $62.9万 | 921股 | $108.9万 | 1,383股 | -462股-33.41% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.22% | 0.17% | $56.4万 | 1,204股 | $48.1万 | 1,132股 | +72股+6.36% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.19% | 0.28% | $49.2万 | 1,588股 | $77.1万 | 2,409股 | -821股-34.08% | 减仓 |
 VisaV |
| 0.16% | 0.15% | $40.5万 | 1,187股 | $42.1万 | 1,187股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.16% | 0.26% | $40.0万 | 2,604股 | $71.3万 | 4,473股 | -1,869股-41.78% | 减仓 |
 麦当劳MCD |
| 0.15% | 0.23% | $37.9万 | 1,248股 | $63.3万 | 2,168股 | -920股-42.44% | 减仓 |
 雷神技术RTX |
| 0.14% | 0.15% | $36.6万 | 2,189股 | $42.8万 | 2,933股 | -744股-25.37% | 减仓 |
 雅培ABT |
| 0.14% | 0.25% | $36.5万 | 2,724股 | $68.3万 | 5,025股 | -2,301股-45.79% | 减仓 |
 霍尼韦尔HON |
| 0.14% | 0.25% | $35.5万 | 1,686股 | $68.1万 | 2,924股 | -1,238股-42.34% | 减仓 |
| S道富SPIB |
| 0.13% | — | $34.0万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 0.13% | 0.18% | $33.9万 | 1,380股 | $51.0万 | 2,141股 | -761股-35.54% | 减仓 |
 默沙东MRK |
| 0.13% | 0.11% | $32.7万 | 3,897股 | $30.8万 | 3,897股 | 00.00% | 持仓不变 |
 EATON VANCE TAX-MANAGED BUY-ETV |
| 0.13% | — | $32.5万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.12% | 0.11% | $31.4万 | 1,453股 | $29.7万 | 1,453股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.12% | 0.1% | $30.6万 | 1,258股 | $26.4万 | 1,488股 | -230股-15.46% | 减仓 |
 L3哈里斯LHX |
| 0.12% | 0.19% | $30.5万 | 998股 | $51.8万 | 2,064股 | -1,066股-51.65% | 减仓 |
 礼来LLY |
| 0.12% | 0.43% | $30.0万 | 393股 | $117.6万 | 1,508股 | -1,115股-73.94% | 减仓 |
