| V先锋领航指数基金VOO |
| 5.47% | 5.83% | $2,043.3万 | 3.0万股 | $1,940.3万 | 3.2万股 | -2,721股-8.38% | 减仓 |
| IiShares安硕·COREIJH |
| 4.73% | 4.14% | $1,766.1万 | 22.9万股 | $1,376.7万 | 20.4万股 | +2.5万股+12.34% | 加仓 |
 谷歌AGOOGL |
| 4.55% | 4.52% | $1,702.3万 | 4.8万股 | $1,504.0万 | 5.2万股 | -4,667股-8.92% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 4.21% | 4.26% | $1,573.1万 | 17.8万股 | $1,419.1万 | 17.2万股 | +5,510股+3.20% | 加仓 |
| IiShares安硕·COREIJR |
| 4.11% | 3.68% | $1,537.6万 | 10.4万股 | $1,224.4万 | 9.8万股 | +5,180股+5.26% | 加仓 |
| V先锋领航·FSTEVWO |
| 4% | 3.89% | $1,495.4万 | 25.1万股 | $1,294.7万 | 24.0万股 | +1.1万股+4.59% | 加仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 3.93% | 4.34% | $1,469.8万 | 32.8万股 | $1,442.6万 | 32.2万股 | +6,437股+2.00% | 加仓 |
 亚马逊AMZN |
| 3.88% | 3.87% | $1,448.9万 | 6.1万股 | $1,288.7万 | 6.2万股 | -1,085股-1.75% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 3.81% | 3.64% | $1,424.7万 | 30.9万股 | $1,209.9万 | 26.3万股 | +4.7万股+17.81% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.79% | 3.18% | $1,414.6万 | 2.8万股 | $1,058.9万 | 2.2万股 | +6,173股+27.94% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 3.22% | 3.07% | $1,203.7万 | 1.9万股 | $1,021.2万 | 3.1万股 | -1.2万股-39.54% | 减仓 |
 苹果AAPL |
| 3.06% | 3.09% | $1,142.8万 | 3.9万股 | $1,028.9万 | 4.1万股 | -1,049股-2.59% | 减仓 |
| IiShares安硕信托IVV |
| 2.99% | 2.98% | $1,115.9万 | 1.5万股 | $990.5万 | 1.5万股 | -262股-1.73% | 减仓 |
 思科CSCO |
| 2.73% | 2.32% | $1,019.9万 | 8.7万股 | $772.2万 | 10.0万股 | -1.3万股-12.75% | 减仓 |
| V先锋领航指数基金VB |
| 2.5% | 2.63% | $934.3万 | 3.1万股 | $876.1万 | 3.3万股 | -2,626股-7.85% | 减仓 |
| IiShares安硕EEMS |
| 2.36% | 2.36% | $882.5万 | 11.6万股 | $785.6万 | 11.4万股 | +2,718股+2.39% | 加仓 |
 BROOKFIELD INFRASTRUC LPBIP |
| 2.34% | 2.57% | $873.7万 | 23.9万股 | $854.6万 | 23.7万股 | +2,840股+1.20% | 加仓 |
 微软MSFT |
| 2.27% | 2.45% | $848.6万 | 2.3万股 | $815.1万 | 2.2万股 | +730股+3.32% | 加仓 |
| V先锋领航·MIDVO |
| 2.09% | 2.15% | $780.3万 | 9.7万股 | $715.8万 | 2.5万股 | +7.2万股+288.56% | 加仓 |
 强生JNJ |
| 1.97% | 2.18% | $734.5万 | 2.9万股 | $725.4万 | 3.0万股 | -755股-2.54% | 减仓 |
 摩根大通JPM |
| 1.94% | 2.04% | $726.4万 | 2.2万股 | $679.1万 | 2.3万股 | -894股-3.87% | 减仓 |
| V先锋领航·S&P MID-CAP 400 ETFIVOO |
| 1.73% | 1.7% | $644.8万 | 4.9万股 | $565.3万 | 4.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBDT |
| 1.64% | 1.64% | $612.5万 | 24.3万股 | $545.3万 | 21.5万股 | +2.7万股+12.68% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 1.56% | 1.55% | $582.8万 | 7.1万股 | $516.0万 | 6.6万股 | +5,034股+7.65% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.51% | 1.54% | $566.0万 | 11.2万股 | $512.8万 | 11.2万股 | 00.00% | 持仓不变 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 1.46% | 1.68% | $545.6万 | 17.7万股 | $558.6万 | 18.1万股 | -4,625股-2.55% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 1.41% | 1.35% | $527.4万 | 3.8万股 | $447.7万 | 3.9万股 | -640股-1.64% | 减仓 |
| SSPDR道富指数基金SPEM |
| 1.2% | 1.22% | $447.0万 | 8.6万股 | $405.0万 | 8.6万股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 1.1% | 1.51% | $411.8万 | 17.1万股 | $501.7万 | 17.9万股 | -7,630股-4.27% | 减仓 |
 艾伯维ABBV |
| 1.1% | 1.09% | $411.6万 | 1.6万股 | $363.3万 | 1.7万股 | -345股-2.07% | 减仓 |
| SSPDR SER TR S&PXSD |
| 1.06% | 0.67% | $397.6万 | 6,375股 | $223.8万 | 6,864股 | -489股-7.12% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 1.02% | 1.04% | $381.7万 | 16.5万股 | $346.3万 | 14.9万股 | +1.6万股+10.69% | 加仓 |
 百事可乐PEP |
| 0.92% | 1.22% | $344.9万 | 2.5万股 | $406.5万 | 2.6万股 | -700股-2.67% | 减仓 |
 默沙东MRK |
| 0.82% | 0.86% | $307.3万 | 2.4万股 | $287.6万 | 2.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.8% | 0.73% | $298.0万 | 1.7万股 | $241.4万 | 1.7万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.68% | 0.72% | $255.5万 | 2.5万股 | $238.9万 | 2.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBDS |
| 0.65% | 0.61% | $244.2万 | 10.1万股 | $202.2万 | 8.3万股 | +1.7万股+20.86% | 加仓 |
 雅培ABT |
| 0.59% | 0.75% | $220.6万 | 2.4万股 | $249.7万 | 2.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.59% | 0.55% | $219.2万 | 3.2万股 | $181.9万 | 3.2万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.57% | 0.67% | $211.9万 | 6,175股 | $223.9万 | 7,408股 | -1,233股-16.64% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.52% | 0.51% | $192.9万 | 2,743股 | $169.2万 | 2,743股 | 00.00% | 持仓不变 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.51% | 0.56% | $192.2万 | 4.8万股 | $185.3万 | 4.8万股 | 00.00% | 持仓不变 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.48% | 0.41% | $177.7万 | 8.2万股 | $138.0万 | 6.3万股 | +1.8万股+29.28% | 加仓 |
 埃克森美孚XOM |
| 0.47% | 0.72% | $175.2万 | 1.3万股 | $238.0万 | 1.4万股 | -1,215股-8.66% | 减仓 |
 家得宝HD |
| 0.45% | 0.47% | $168.9万 | 4,788股 | $157.5万 | 4,788股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.44% | 0.66% | $164.9万 | 9,951股 | $218.4万 | 1.1万股 | -605股-5.73% | 减仓 |
| IiShares安硕信托IBDR |
| 0.44% | 0.49% | $164.5万 | 6.8万股 | $164.6万 | 6.8万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.41% | 0.5% | $154.2万 | 6,995股 | $165.3万 | 6,995股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.4% | — | $150.5万 | 1,304股 | $0 | 0股 | +1,304股 | 新买入 |
| IiShares安硕信托DGRO |
| 0.38% | 0.41% | $142.2万 | 1.9万股 | $135.6万 | 1.9万股 | -567股-2.93% | 减仓 |
