| V先锋领航全球基金VGT |
| 12.75% | 10.99% | $6,000.3万 | 50.2万股 | $4,889.3万 | 7.0万股 | +43.2万股+616.42% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 9.31% | 9.71% | $4,378.3万 | 55.4万股 | $4,317.6万 | 54.5万股 | +9,338股+1.71% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 6.9% | 7.39% | $3,248.1万 | 42.1万股 | $3,285.3万 | 42.5万股 | -4,005股-0.94% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 6.07% | 5.82% | $2,855.5万 | 48.4万股 | $2,588.7万 | 43.5万股 | +4.9万股+11.37% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 6.05% | 8.42% | $2,845.1万 | 48.9万股 | $3,742.2万 | 63.9万股 | -15.0万股-23.53% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.2% | 2.96% | $1,505.0万 | 2.0万股 | $1,317.1万 | 2.0万股 | -100股-0.49% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 3.02% | 2.46% | $1,420.7万 | 42.0万股 | $1,095.1万 | 37.6万股 | +4.4万股+11.67% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.99% | 3.13% | $1,409.0万 | 2.8万股 | $1,390.3万 | 2.9万股 | -854股-2.94% | 减仓 |
| DDOUBLELINE MORTGAGE ETFDMBS |
| 2.68% | 2.76% | $1,262.1万 | 25.7万股 | $1,225.2万 | 24.8万股 | +8,983股+3.62% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.6% | 2.39% | $1,224.2万 | 3.5万股 | $1,064.1万 | 3.7万股 | -2,447股-6.60% | 减仓 |
| V先锋领航指数基金VTV |
| 2.37% | 2.19% | $1,116.7万 | 5.1万股 | $974.5万 | 5.0万股 | +1,571股+3.16% | 加仓 |
 微软MSFT |
| 2.11% | 2.05% | $991.2万 | 2.7万股 | $912.2万 | 2.5万股 | +1,929股+7.83% | 加仓 |
| IiShares安硕信托IVV |
| 2.09% | — | $983.7万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| V先锋领航市政债券基金VTEB |
| 2.04% | 2.21% | $961.9万 | 19.0万股 | $982.9万 | 19.7万股 | -6,844股-3.47% | 减仓 |
 摩根大通JPM |
| 1.97% | 1.95% | $928.9万 | 2.8万股 | $867.1万 | 2.9万股 | -1,098股-3.72% | 减仓 |
| HHARBOR ETF TRUSTOSEA |
| 1.93% | 2.84% | $909.1万 | 29.8万股 | $1,263.9万 | 43.7万股 | -13.9万股-31.82% | 减仓 |
| DDimensional维度ETF信托DFIS |
| 1.89% | 1.83% | $886.9万 | 25.3万股 | $812.7万 | 24.1万股 | +1.2万股+4.90% | 加仓 |
| S嘉信·USSCHX |
| 1.78% | 1.67% | $837.9万 | 28.5万股 | $742.7万 | 29.0万股 | -4,928股-1.70% | 减仓 |
 Meta平台META |
| 1.27% | 1.25% | $599.8万 | 1.1万股 | $555.1万 | 9,703股 | +946股+9.75% | 加仓 |
 VisaV |
| 1.22% | 1.2% | $574.1万 | 1.7万股 | $532.3万 | 1.8万股 | -880股-5.00% | 减仓 |
 雷神技术RTX |
| 1.2% | 1.29% | $565.4万 | 3.0万股 | $575.7万 | 3.0万股 | -42股-0.14% | 减仓 |
 强生JNJ |
| 1.13% | 1.29% | $530.9万 | 2.1万股 | $574.2万 | 2.3万股 | -2,584股-11.00% | 减仓 |
| SSPDR行业精选信托XLE |
| 1.11% | 1.46% | $521.2万 | 9.8万股 | $647.2万 | 10.6万股 | -7,517股-7.11% | 减仓 |
| V先锋领航·HEALTHVHT |
| 1.02% | 1.04% | $481.6万 | 1.6万股 | $463.8万 | 1.7万股 | -924股-5.43% | 减仓 |
 LOWES COS COMLOW |
| 1.01% | 1.12% | $477.0万 | 2.2万股 | $497.9万 | 2.1万股 | +561股+2.66% | 加仓 |
 联合太平洋铁路UNP |
| 1% | 1.01% | $472.4万 | 1.7万股 | $447.8万 | 1.8万股 | -1,088股-5.90% | 减仓 |
| BBANK OF AMERBAC |
| 0.96% | 0.93% | $450.3万 | 7.9万股 | $415.5万 | 8.5万股 | -6,202股-7.28% | 减仓 |
 亚马逊AMZN |
| 0.95% | 0.97% | $449.3万 | 1.9万股 | $432.2万 | 2.1万股 | -1,902股-9.16% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.93% | 0.86% | $438.6万 | 9.7万股 | $381.4万 | 8.3万股 | +1.4万股+16.41% | 加仓 |
| V先锋领航指数基金VOO |
| 0.89% | 0.83% | $421.0万 | 6,130股 | $369.8万 | 6,189股 | -59股-0.95% | 减仓 |
 迪士尼DIS |
| 0.88% | 0.91% | $413.6万 | 4.3万股 | $405.7万 | 4.2万股 | +887股+2.11% | 加仓 |
 史赛克SYK |
| 0.86% | 0.91% | $402.7万 | 1.3万股 | $405.5万 | 1.2万股 | +449股+3.64% | 加仓 |
 TJXTJX |
| 0.84% | 1.05% | $397.1万 | 2.6万股 | $467.0万 | 2.9万股 | -3,033股-10.37% | 减仓 |
 联合健康UNH |
| 0.79% | 0.62% | $373.7万 | 8,990股 | $273.5万 | 1.0万股 | -1,118股-11.06% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.71% | 0.65% | $332.9万 | 3.5万股 | $288.3万 | 3.3万股 | +2,015股+6.20% | 加仓 |
 联邦快递FDX |
| 0.68% | 0.93% | $320.5万 | 1.0万股 | $411.8万 | 1.2万股 | -1,327股-11.48% | 减仓 |
 ALLISON TRANSMISSION IALSN |
| 0.64% | 0.74% | $301.1万 | 2.7万股 | $329.2万 | 2.8万股 | -1,417股-5.04% | 减仓 |
| V先锋领航全球基金VCR |
| 0.63% | 0.64% | $294.8万 | 7,434股 | $286.5万 | 7,980股 | -546股-6.84% | 减仓 |
 GRAHAMGHC |
| 0.62% | 0.66% | $292.9万 | 2,566股 | $293.3万 | 2,774股 | -208股-7.50% | 减仓 |
 苹果AAPL |
| 0.55% | 0.51% | $259.4万 | 8,965股 | $227.4万 | 8,961股 | +4股+0.04% | 加仓 |
 Elevance健康ELV |
| 0.55% | 0.48% | $258.0万 | 6,671股 | $214.0万 | 7,310股 | -639股-8.74% | 减仓 |
| SSPDR行业精选信托XLP |
| 0.53% | 0.57% | $248.7万 | 3.0万股 | $252.7万 | 3.1万股 | -882股-2.86% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.52% | 0.49% | $245.7万 | 8.5万股 | $215.8万 | 8.6万股 | -1,149股-1.34% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.49% | 0.47% | $231.5万 | 2.8万股 | $207.1万 | 2.6万股 | +2,003股+7.70% | 加仓 |
| V先锋领航·MIDVO |
| 0.48% | 0.44% | $224.9万 | 2.8万股 | $194.6万 | 6,777股 | +2.1万股+311.92% | 加仓 |
| S嘉信策略信托SCHF |
| 0.44% | 0.42% | $206.2万 | 7.4万股 | $187.6万 | 7.6万股 | -1,350股-1.78% | 减仓 |
| S道富XLI |
| 0.43% | 0.4% | $201.9万 | 1.1万股 | $179.4万 | 1.1万股 | -193股-1.74% | 减仓 |
 HERSHEY COMHSY |
| 0.41% | 0.54% | $192.1万 | 1.1万股 | $238.7万 | 1.1万股 | -534股-4.65% | 减仓 |
| S嘉信策略信托SCHE |
| 0.41% | 0.43% | $190.6万 | 5.3万股 | $190.4万 | 5.8万股 | -5,214股-9.02% | 减仓 |
 埃森哲ACN |
| 0.35% | 0.42% | $163.5万 | 1.3万股 | $186.6万 | 9,409股 | +3,726股+39.60% | 加仓 |
