| V先锋领航·MALVERN FDSVTIP |
| 6.99% | 7.25% | $2,564.5万 | 51.1万股 | $2,482.6万 | 49.7万股 | +1.4万股+2.72% | 加仓 |
 谷歌AGOOGL |
| 5.46% | 4.78% | $2,002.5万 | 5.6万股 | $1,636.9万 | 5.7万股 | -889股-1.56% | 减仓 |
 微软MSFT |
| 5.21% | 5.57% | $1,910.2万 | 5.1万股 | $1,906.6万 | 5.2万股 | -297股-0.58% | 减仓 |
| V先锋领航指数基金VOO |
| 3.75% | 3.52% | $1,374.6万 | 2.0万股 | $1,205.2万 | 2.0万股 | -155股-0.77% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.73% | 4% | $1,366.4万 | 17.3万股 | $1,368.6万 | 17.3万股 | +245股+0.14% | 加仓 |
 摩根大通JPM |
| 3.39% | 3.24% | $1,245.2万 | 3.8万股 | $1,111.2万 | 3.8万股 | +265股+0.70% | 加仓 |
| S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI |
| 3.11% | 3.37% | $1,141.1万 | 50.4万股 | $1,153.2万 | 50.8万股 | -4,468股-0.88% | 减仓 |
 强生JNJ |
| 3.09% | 3.19% | $1,133.5万 | 4.5万股 | $1,092.7万 | 4.5万股 | -70股-0.16% | 减仓 |
 AMGEN COMAMGN |
| 3.09% | 3.21% | $1,131.6万 | 3.1万股 | $1,101.2万 | 3.1万股 | -47股-0.15% | 减仓 |
 ADPADP |
| 3.03% | 2.94% | $1,111.4万 | 5.0万股 | $1,006.3万 | 5.0万股 | +101股+0.20% | 加仓 |
 艾伯维ABBV |
| 2.59% | 2.45% | $950.5万 | 3.8万股 | $840.0万 | 3.9万股 | -850股-2.20% | 减仓 |
 艺康ECL |
| 2.5% | 2.53% | $915.2万 | 3.3万股 | $866.4万 | 3.3万股 | +281股+0.86% | 加仓 |
| IIBMIBM |
| 2.35% | 2.18% | $860.1万 | 3.1万股 | $746.7万 | 3.1万股 | -219股-0.71% | 减仓 |
| S嘉信·USSCHX |
| 2.32% | 1.95% | $851.8万 | 28.9万股 | $668.8万 | 26.1万股 | +2.9万股+10.97% | 加仓 |
 PALO ALTOPANW |
| 2.31% | 1.15% | $847.3万 | 2.5万股 | $395.1万 | 2.5万股 | +200股+0.81% | 加仓 |
| G通用动力VTI |
| 2.2% | 2.04% | $807.7万 | 2.2万股 | $698.2万 | 2.2万股 | +63股+0.29% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.08% | 2.34% | $764.5万 | 9.2万股 | $800.6万 | 9.7万股 | -4,250股-4.39% | 减仓 |
 宝洁PG |
| 2.05% | 2.13% | $750.4万 | 5.1万股 | $729.9万 | 5.1万股 | +643股+1.27% | 加仓 |
 艾默生电气EMR |
| 1.87% | 1.82% | $686.3万 | 4.8万股 | $623.4万 | 4.8万股 | +367股+0.77% | 加仓 |
 礼来LLY |
| 1.86% | 1.62% | $681.2万 | 5,679股 | $556.6万 | 6,051股 | -372股-6.15% | 减仓 |
| S嘉信·USSCHP |
| 1.76% | 1.84% | $644.5万 | 24.3万股 | $628.7万 | 23.6万股 | +6,940股+2.94% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.67% | 1.49% | $611.1万 | 7.1万股 | $510.1万 | 6.6万股 | +5,333股+8.06% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.53% | 1.86% | $561.1万 | 10.6万股 | $636.6万 | 10.4万股 | +1,743股+1.68% | 加仓 |
 第一资本COF |
| 1.52% | 1.48% | $558.3万 | 2.8万股 | $506.9万 | 2.8万股 | +43股+0.15% | 加仓 |
 百事可乐PEP |
| 1.5% | 1.82% | $551.8万 | 4.1万股 | $622.0万 | 4.0万股 | +697股+1.74% | 加仓 |
| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 1.47% | 1.53% | $539.2万 | 21.9万股 | $525.5万 | 21.3万股 | +6,111股+2.88% | 加仓 |
 迪士尼DIS |
| 1.31% | 1.41% | $481.4万 | 5.0万股 | $482.4万 | 5.0万股 | -38股-0.08% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.25% | 1.21% | $456.7万 | 7.7万股 | $415.9万 | 7.7万股 | -426股-0.55% | 减仓 |
| Q高通QCOM |
| 1.14% | 0.88% | $418.4万 | 2.3万股 | $300.2万 | 2.3万股 | -670股-2.87% | 减仓 |
 卡特彼勒CAT |
| 1.09% | 0.79% | $398.8万 | 3,745股 | $271.0万 | 3,825股 | -80股-2.09% | 减仓 |
 赛富时CRM |
| 1.04% | 1.33% | $380.2万 | 2.4万股 | $455.3万 | 2.4万股 | -120股-0.49% | 减仓 |
 德州仪器TXN |
| 0.94% | 0.66% | $345.2万 | 1.2万股 | $225.6万 | 1.2万股 | -40股-0.34% | 减仓 |
 美国运通AXP |
| 0.93% | 0.88% | $341.6万 | 1.0万股 | $302.2万 | 9,990股 | +108股+1.08% | 加仓 |
 博通AVGO |
| 0.91% | 0.79% | $332.4万 | 8,800股 | $269.3万 | 8,702股 | +98股+1.13% | 加仓 |
 GE航空GE |
| 0.88% | 0.72% | $323.4万 | 8,654股 | $245.6万 | 8,654股 | 00.00% | 持仓不变 |
| IiShares安硕信托STIP |
| 0.88% | 0.87% | $321.2万 | 3.1万股 | $296.4万 | 2.9万股 | +2,782股+9.71% | 加仓 |
 亚马逊AMZN |
| 0.86% | 0.65% | $314.9万 | 1.3万股 | $221.3万 | 1.1万股 | +2,586股+24.33% | 加仓 |
 穆迪MCO |
| 0.85% | 0.88% | $311.7万 | 6,883股 | $300.3万 | 6,883股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.82% | 1.11% | $301.5万 | 1.8万股 | $381.6万 | 1.8万股 | -255股-1.38% | 减仓 |
 惠普HPQ |
| 0.8% | 0.76% | $292.9万 | 13.4万股 | $260.9万 | 13.6万股 | -2,310股-1.70% | 减仓 |
 雷神技术RTX |
| 0.73% | 0.81% | $266.7万 | 1.4万股 | $278.4万 | 1.4万股 | -375股-2.60% | 减仓 |
 GE VernovaGEV |
| 0.71% | 0.57% | $261.9万 | 2,229股 | $195.4万 | 2,239股 | -10股-0.45% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.71% | 0.73% | $259.8万 | 5,191股 | $248.8万 | 5,191股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.68% | 0.64% | $250.3万 | 3,343股 | $219.5万 | 3,361股 | -18股-0.54% | 减仓 |
 辉瑞PFE |
| 0.56% | 0.7% | $204.8万 | 8.5万股 | $238.8万 | 8.5万股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.47% | 0.49% | $173.3万 | 3,375股 | $168.6万 | 3,375股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.47% | 0.44% | $172.1万 | 4.9万股 | $150.8万 | 4.9万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.47% | 0.47% | $170.8万 | 1.3万股 | $159.9万 | 1.3万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.38% | 0.13% | $138.4万 | 9,913股 | $45.8万 | 1.0万股 | -462股-4.45% | 减仓 |
 苹果AAPL |
| 0.36% | 0.34% | $131.3万 | 4,537股 | $116.8万 | 4,602股 | -65股-1.41% | 减仓 |
