| V先锋领航国际股票指数基金VEU |
| 7.74% | 8.02% | $2,485.5万 | 29.7万股 | $2,243.7万 | 27.7万股 | +2.0万股+7.03% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 6.83% | 7.51% | $2,194.6万 | 26.6万股 | $2,101.0万 | 25.4万股 | +1.2万股+4.71% | 加仓 |
| V先锋领航·MIDVO |
| 4.87% | 4.76% | $1,565.8万 | 19.4万股 | $1,332.8万 | 17.2万股 | +2.2万股+12.73% | 加仓 |
| V先锋领航市政债券基金VTEI |
| 4.62% | — | $1,482.6万 | 14.7万股 | $0 | 0股 | +14.7万股 | 新买入 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 4.52% | 5.06% | $1,450.9万 | 27.7万股 | $1,415.6万 | 26.9万股 | +7,658股+2.84% | 加仓 |
微软MSFT |
| 4.31% | 5.43% | $1,385.4万 | 3.7万股 | $1,518.4万 | 3.7万股 | -96股-0.26% | 减仓 |
苹果AAPL |
| 4.19% | 4.7% | $1,345.9万 | 4.7万股 | $1,314.2万 | 4.8万股 | -1,922股-3.97% | 减仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 3.01% | — | $967.8万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
摩根大通JPM |
| 2.96% | 3.29% | $949.4万 | 2.9万股 | $921.0万 | 2.9万股 | -398股-1.35% | 减仓 |
| J骏利亨德森JAAA |
| 2.72% | 3.12% | $875.2万 | 17.3万股 | $872.1万 | 17.3万股 | +729股+0.42% | 加仓 |
谷歌AGOOGL |
| 2.47% | 3.24% | $793.1万 | 2.2万股 | $906.6万 | 2.4万股 | -1,366股-5.80% | 减仓 |
沃尔玛WMT |
| 2.32% | 3.02% | $746.8万 | 6.6万股 | $844.5万 | 6.4万股 | +1,922股+3.00% | 加仓 |
VanEck ETF信托SMH |
| 2.16% | 2.03% | $693.4万 | 1.1万股 | $567.9万 | 1.1万股 | -635股-5.67% | 减仓 |
强生JNJ |
| 2.14% | 2.26% | $686.3万 | 2.7万股 | $631.8万 | 2.7万股 | -465股-1.69% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2% | 1.26% | $641.3万 | 2.7万股 | $351.9万 | 1.5万股 | +1.2万股+76.14% | 加仓 |
好市多COST |
| 1.83% | 2.18% | $588.7万 | 6,293股 | $609.2万 | 6,005股 | +288股+4.80% | 加仓 |
| V先锋领航指数基金VTV |
| 1.68% | 0.25% | $541.1万 | 2.5万股 | $70.4万 | 3,405股 | +2.1万股+629.13% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.6% | 0.17% | $514.7万 | 15.2万股 | $46.8万 | 1.4万股 | +13.8万股+970.75% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.53% | 2.15% | $490.6万 | 9.2万股 | $600.7万 | 10.1万股 | -8,321股-8.26% | 减仓 |
WASTE MGMT DELWM |
| 1.4% | 1.69% | $450.9万 | 2.0万股 | $472.2万 | 2.0万股 | -73股-0.36% | 减仓 |
联合太平洋铁路UNP |
| 1.26% | 1.46% | $403.9万 | 1.5万股 | $408.8万 | 1.5万股 | -320股-2.11% | 减仓 |
| V先锋领航指数基金VB |
| 1.23% | 0.64% | $394.5万 | 1.3万股 | $179.8万 | 6,321股 | +6,694股+105.90% | 加仓 |
艾伯维ABBV |
| 1.22% | 1.18% | $391.6万 | 1.6万股 | $328.8万 | 1.6万股 | 00.00% | 持仓不变 |
亚马逊AMZN |
| 1.2% | 1.56% | $383.9万 | 1.6万股 | $436.3万 | 1.6万股 | -354股-2.15% | 减仓 |
| IiShares安硕信托HYG |
| 1.19% | 1.28% | $382.2万 | 4.8万股 | $359.2万 | 4.5万股 | +3,103股+6.94% | 加仓 |
百事可乐PEP |
| 1.18% | 1.54% | $378.1万 | 2.8万股 | $430.7万 | 2.7万股 | +745股+2.74% | 加仓 |
ADPADP |
| 1.12% | 1.22% | $358.8万 | 1.6万股 | $340.3万 | 1.6万股 | -36股-0.22% | 减仓 |
DIGITAL RLTY TR COMDLR |
| 1.1% | 1.35% | $352.4万 | 2.0万股 | $377.5万 | 1.9万股 | +838股+4.46% | 加仓 |
VisaV |
| 1.08% | 1.21% | $345.9万 | 1.0万股 | $338.4万 | 1.0万股 | -180股-1.75% | 减仓 |
杜克能源DUK |
| 1.05% | 1.2% | $336.2万 | 2.7万股 | $334.4万 | 2.6万股 | +746股+2.89% | 加仓 |
麦当劳MCD |
| 1% | 1.26% | $321.6万 | 1.2万股 | $352.8万 | 1.2万股 | -120股-1.00% | 减仓 |
礼来LLY |
| 0.97% | 0.41% | $310.4万 | 2,588股 | $116.1万 | 1,242股 | +1,346股+108.37% | 加仓 |
家得宝HD |
| 0.96% | 1.05% | $308.3万 | 8,743股 | $292.5万 | 8,895股 | -152股-1.71% | 减仓 |
道富·CORP COMSTT |
| 0.89% | — | $284.9万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
洛克希德马丁LMT |
| 0.87% | 1.04% | $279.1万 | 5,478股 | $290.7万 | 5,613股 | -135股-2.41% | 减仓 |
| VVanEck ETF信托HYD |
| 0.85% | — | $272.5万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
| N新纪元能源NEE |
| 0.81% | 1.02% | $259.8万 | 3.0万股 | $285.2万 | 2.9万股 | +456股+1.56% | 加仓 |
英伟达NVDA |
| 0.81% | 0.93% | $258.6万 | 1.3万股 | $260.9万 | 1.3万股 | -150股-1.15% | 减仓 |
甲骨文ORCL |
| 0.79% | 0.94% | $252.4万 | 1.7万股 | $264.0万 | 1.6万股 | +862股+5.27% | 加仓 |
TJXTJX |
| 0.76% | 0.91% | $244.3万 | 1.6万股 | $254.4万 | 1.6万股 | -104股-0.64% | 减仓 |
美国运通AXP |
| 0.73% | 0.81% | $235.7万 | 6,969股 | $225.7万 | 6,988股 | -19股-0.27% | 减仓 |
雅培ABT |
| 0.72% | 0.9% | $230.6万 | 2.5万股 | $250.9万 | 2.8万股 | -2,222股-8.04% | 减仓 |
Meta平台META |
| 0.69% | 0.82% | $220.6万 | 3,916股 | $230.3万 | 3,763股 | +153股+4.07% | 加仓 |
伯克希尔哈撒韦BRK.B |
| 0.66% | 0.77% | $212.5万 | 4,247股 | $215.8万 | 4,556股 | -309股-6.78% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.63% | 0.7% | $202.4万 | 2.1万股 | $195.2万 | 2.0万股 | +725股+3.58% | 加仓 |
艾默生电气EMR |
| 0.6% | 0.74% | $193.1万 | 1.3万股 | $208.3万 | 1.5万股 | -1,343股-9.05% | 减仓 |
宝洁PG |
| 0.51% | 0.62% | $164.3万 | 1.1万股 | $173.5万 | 1.2万股 | -590股-5.00% | 减仓 |
博通AVGO |
| 0.5% | 0.63% | $159.8万 | 4,230股 | $176.6万 | 4,230股 | 00.00% | 持仓不变 |
可口可乐KO |
| 0.49% | 0.62% | $158.5万 | 2.0万股 | $174.6万 | 2.2万股 | -2,671股-12.05% | 减仓 |
霍尼韦尔HON |
| 0.48% | 0.96% | $153.1万 | 6,837股 | $267.6万 | 1.2万股 | -5,647股-45.23% | 减仓 |