| V先锋领航指数基金VUG |
| 11.87% | 11.17% | $2.17亿 | 252.4万股 | $1.81亿 | 41.5万股 | +210.9万股+508.21% | 加仓 |
| V先锋领航指数基金VTV |
| 8.95% | 8.93% | $1.64亿 | 75.2万股 | $1.45亿 | 73.8万股 | +1.4万股+1.91% | 加仓 |
| V先锋领航·FTSEVEA |
| 6.11% | 6.1% | $1.12亿 | 157.1万股 | $9,897.6万 | 154.5万股 | +2.6万股+1.69% | 加仓 |
 苹果AAPL |
| 2.71% | 2.68% | $4,964.5万 | 17.2万股 | $4,344.5万 | 17.1万股 | +384股+0.22% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 2.24% | 2.51% | $4,102.9万 | 177.2万股 | $4,074.6万 | 175.2万股 | +2.0万股+1.13% | 加仓 |
 博通AVGO |
| 2.18% | 2.08% | $3,985.3万 | 10.6万股 | $3,377.2万 | 10.9万股 | -3,613股-3.31% | 减仓 |
| SSTONEXSNEX |
| 2.06% | 1.7% | $3,767.4万 | 31.8万股 | $2,762.0万 | 34.2万股 | -2.5万股-7.17% | 减仓 |
| IiShares安硕信托IBDT |
| 2% | 2.54% | $3,670.7万 | 145.4万股 | $4,114.0万 | 162.4万股 | -17.0万股-10.49% | 减仓 |
| G通用动力VTI |
| 1.94% | 1.87% | $3,553.0万 | 9.6万股 | $3,033.4万 | 9.5万股 | +1,462股+1.55% | 加仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 1.85% | 1.93% | $3,397.7万 | 117.1万股 | $3,132.3万 | 107.3万股 | +9.8万股+9.11% | 加仓 |
| V先锋领航·MIDVO |
| 1.73% | 1.72% | $3,174.4万 | 39.4万股 | $2,790.1万 | 9.7万股 | +29.7万股+305.53% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.67% | 0.8% | $3,061.8万 | 7.1万股 | $1,290.3万 | 7.9万股 | -7,652股-9.73% | 减仓 |
 微软MSFT |
| 1.62% | 1.79% | $2,973.8万 | 8.0万股 | $2,899.2万 | 7.8万股 | +1,399股+1.79% | 加仓 |
| V先锋领航指数基金VB |
| 1.62% | 1.58% | $2,968.8万 | 9.8万股 | $2,568.2万 | 9.8万股 | -112股-0.11% | 减仓 |
 摩根大通JPM |
| 1.48% | 1.5% | $2,708.1万 | 8.3万股 | $2,433.1万 | 8.3万股 | +17股+0.02% | 加仓 |
 礼来LLY |
| 1.45% | 1.24% | $2,660.7万 | 2.2万股 | $2,018.8万 | 2.2万股 | +234股+1.07% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 1.44% | 1.44% | $2,632.2万 | 120.7万股 | $2,329.9万 | 106.4万股 | +14.3万股+13.45% | 加仓 |
| IiShares安硕信托IBDS |
| 1.41% | 2.03% | $2,574.5万 | 106.3万股 | $3,297.3万 | 136.0万股 | -29.7万股-21.86% | 减仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 1.28% | 1.21% | $2,350.5万 | 112.8万股 | $1,959.7万 | 93.6万股 | +19.2万股+20.46% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.28% | 1.27% | $2,341.9万 | 45.2万股 | $2,067.8万 | 44.1万股 | +1.1万股+2.60% | 加仓 |
 强生JNJ |
| 1.28% | 1.38% | $2,338.1万 | 9.2万股 | $2,246.4万 | 9.2万股 | +161股+0.18% | 加仓 |
 默沙东MRK |
| 1.21% | 1.28% | $2,225.3万 | 17.3万股 | $2,074.3万 | 17.2万股 | +740股+0.43% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.17% | 1.08% | $2,146.7万 | 6.1万股 | $1,754.9万 | 6.1万股 | -419股-0.68% | 减仓 |
 HCA医疗HCA |
| 1.16% | 1.53% | $2,130.1万 | 5.5万股 | $2,485.5万 | 5.3万股 | +2,111股+4.02% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 1.15% | 1.14% | $2,104.9万 | 53.3万股 | $1,856.0万 | 46.7万股 | +6.6万股+14.16% | 加仓 |
 杜克能源DUK |
| 1.11% | 1.28% | $2,026.2万 | 16.0万股 | $2,071.0万 | 15.8万股 | +1,905股+1.20% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.08% | 1.09% | $1,972.3万 | 23.5万股 | $1,764.2万 | 23.5万股 | +582股+0.25% | 加仓 |
 雪佛龙CVX |
| 1.06% | 1.46% | $1,935.5万 | 11.7万股 | $2,366.5万 | 11.4万股 | +2,385股+2.09% | 加仓 |
 谷歌AGOOGL |
| 1.01% | 0.92% | $1,853.3万 | 5.2万股 | $1,489.6万 | 5.2万股 | +58股+0.11% | 加仓 |
| S道富SPTI |
| 0.93% | 1.01% | $1,711.2万 | 60.3万股 | $1,632.5万 | 57.0万股 | +3.3万股+5.82% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.93% | 1% | $1,700.2万 | 3.4万股 | $1,615.3万 | 3.4万股 | +269股+0.80% | 加仓 |
 VanEck ETF信托SMH |
| 0.9% | 0.6% | $1,647.7万 | 2.5万股 | $968.1万 | 2.5万股 | -128股-0.51% | 减仓 |
| PPINNACLE FINL PARTNERSPNFP |
| 0.75% | 0.73% | $1,371.4万 | 13.6万股 | $1,179.7万 | 13.7万股 | -1,009股-0.74% | 减仓 |
| IiShares安硕信托SGOV |
| 0.75% | 0.85% | $1,369.5万 | 13.6万股 | $1,372.6万 | 13.6万股 | -316股-0.23% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.72% | 0.42% | $1,323.4万 | 2.1万股 | $683.7万 | 2.1万股 | -150股-0.72% | 减仓 |
 宝洁PG |
| 0.71% | 0.78% | $1,295.4万 | 8.8万股 | $1,267.7万 | 8.8万股 | +575股+0.66% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.7% | — | $1,285.6万 | 24.6万股 | $0 | 0股 | +24.6万股 | 新买入 |
| IiShares安硕信托IEI |
| 0.68% | 0.81% | $1,239.8万 | 10.6万股 | $1,315.3万 | 11.1万股 | -5,339股-4.81% | 减仓 |
 CHUBB LIMITEDCB |
| 0.67% | 0.71% | $1,235.5万 | 3.6万股 | $1,156.0万 | 3.5万股 | +793股+2.24% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 0.67% | 0.59% | $1,226.7万 | 17.0万股 | $960.4万 | 15.7万股 | +1.3万股+8.36% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.57% | 0.59% | $1,040.3万 | 4.4万股 | $950.4万 | 4.4万股 | -223股-0.50% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.57% | 0.6% | $1,040.3万 | 6.6万股 | $980.1万 | 6.6万股 | -350股-0.53% | 减仓 |
 可口可乐KO |
| 0.54% | 0.56% | $989.6万 | 12.2万股 | $916.4万 | 12.1万股 | +1,261股+1.05% | 加仓 |
 NATIONAL HEALTH INVSNHI |
| 0.52% | 0.52% | $959.7万 | 12.6万股 | $841.9万 | 10.4万股 | +2.2万股+20.87% | 加仓 |
| S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY |
| 0.52% | 0.57% | $954.6万 | 30.1万股 | $919.9万 | 29.1万股 | +1.0万股+3.55% | 加仓 |
 戴蒙德能源FANG |
| 0.51% | 0.64% | $932.7万 | 5.3万股 | $1,043.8万 | 5.3万股 | +292股+0.55% | 加仓 |
| V先锋领航指数基金VOO |
| 0.5% | 0.37% | $924.1万 | 1.3万股 | $604.0万 | 1.0万股 | +3,347股+33.11% | 加仓 |
 威瑞森VZ |
| 0.5% | 0.65% | $914.7万 | 21.6万股 | $1,054.0万 | 21.0万股 | +6,088股+2.90% | 加仓 |
 埃克森美孚XOM |
| 0.48% | 0.68% | $874.0万 | 6.4万股 | $1,095.4万 | 6.5万股 | -643股-1.00% | 减仓 |
 PALO ALTOPANW |
| 0.46% | 0.28% | $851.3万 | 2.5万股 | $460.2万 | 2.9万股 | -3,743股-13.04% | 减仓 |
