| V先锋领航指数基金VOO |
| 11.19% | 6.29% | $3.74亿 | 113.9万股 | $1.91亿 | 55.0万股 | +58.9万股+107.01% | 加仓 |
| S嘉信策略信托SCHF |
| 9.24% | 11.43% | $3.09亿 | 1,097.4万股 | $3.47亿 | 1,102.1万股 | -4.7万股-0.43% | 减仓 |
 苹果AAPL |
| 4% | 4.21% | $1.34亿 | 96.7万股 | $1.28亿 | 93.5万股 | +3.1万股+3.37% | 加仓 |
| V先锋领航指数基金VNQ |
| 3.59% | 2.25% | $1.20亿 | 149.9万股 | $6,824.7万 | 74.9万股 | +74.9万股+100.05% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.46% | 1.66% | $1.16亿 | 317.7万股 | $5,048.1万 | 123.7万股 | +194.0万股+156.80% | 加仓 |
| IiShares安硕IEMG |
| 3.29% | 4.21% | $1.10亿 | 256.2万股 | $1.28亿 | 260.1万股 | -4.0万股-1.53% | 减仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 3.04% | 3.41% | $1.02亿 | 145.7万股 | $1.04亿 | 137.9万股 | +7.8万股+5.65% | 加仓 |
 微软MSFT |
| 2.82% | 3.51% | $9,412.0万 | 40.4万股 | $1.06亿 | 41.4万股 | -1.0万股-2.42% | 减仓 |
| S嘉信策略信托SCHD |
| 2.57% | 0.21% | $8,574.9万 | 129.1万股 | $624.8万 | 8.7万股 | +120.4万股+1,379.87% | 加仓 |
| V先锋领航指数基金VUG |
| 1.91% | 1.14% | $6,375.4万 | 29.8万股 | $3,460.0万 | 15.5万股 | +14.3万股+91.95% | 加仓 |
 谷歌AGOOGL |
| 1.56% | 1.97% | $5,204.4万 | 54.4万股 | $5,975.0万 | 2.7万股 | +51.7万股+1,884.56% | 加仓 |
 亚马逊AMZN |
| 1.29% | 1.07% | $4,307.5万 | 38.1万股 | $3,245.0万 | 30.6万股 | +7.6万股+24.77% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.14% | 1.32% | $3,798.8万 | 10.6万股 | $3,999.3万 | 10.6万股 | +343股+0.32% | 加仓 |
 埃克森美孚XOM |
| 1.12% | 0.59% | $3,742.0万 | 42.9万股 | $1,788.7万 | 20.9万股 | +22.0万股+105.21% | 加仓 |
| G高盛ETF信托GBIL |
| 1.09% | — | $3,657.2万 | 36.6万股 | $0 | 0股 | +36.6万股 | 新买入 |
 特斯拉TSLA |
| 1.05% | 0.89% | $3,507.9万 | 13.2万股 | $2,688.3万 | 4.0万股 | +9.2万股+231.29% | 加仓 |
 强生JNJ |
| 1.04% | 1.24% | $3,486.2万 | 21.3万股 | $3,756.3万 | 21.2万股 | +1,794股+0.85% | 加仓 |
| IiShares安硕·COREIJH |
| 0.99% | 1.12% | $3,298.5万 | 15.0万股 | $3,405.6万 | 15.1万股 | -102股-0.07% | 减仓 |
 联合健康UNH |
| 0.92% | 1.07% | $3,075.5万 | 6.1万股 | $3,243.3万 | 6.3万股 | -2,249股-3.56% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.91% | 1.03% | $3,026.9万 | 11.3万股 | $3,114.8万 | 11.4万股 | -727股-0.64% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.83% | 0.24% | $2,776.8万 | 76.1万股 | $734.3万 | 17.6万股 | +58.5万股+331.63% | 加仓 |
 沃尔玛WMT |
| 0.69% | 0.36% | $2,312.2万 | 17.8万股 | $1,085.7万 | 8.9万股 | +8.9万股+99.64% | 加仓 |
| T赛默飞世尔TMO |
| 0.63% | 0.76% | $2,117.8万 | 4.2万股 | $2,293.4万 | 4.2万股 | -458股-1.08% | 减仓 |
 Elevance健康ELV |
| 0.6% | 0.72% | $2,012.9万 | 4.4万股 | $2,173.5万 | 4.5万股 | -726股-1.61% | 减仓 |
 辉瑞PFE |
| 0.58% | 0.78% | $1,928.9万 | 44.1万股 | $2,361.7万 | 45.0万股 | -9,651股-2.14% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.55% | 0.61% | $1,827.2万 | 3.9万股 | $1,864.1万 | 3.9万股 | -101股-0.26% | 减仓 |
| IiShares安硕·ESGEFA |
| 0.53% | 0.6% | $1,758.3万 | 31.3万股 | $1,810.6万 | 28.8万股 | +2.5万股+8.58% | 加仓 |
 家得宝HD |
| 0.47% | 0.52% | $1,561.2万 | 5.7万股 | $1,563.7万 | 5.7万股 | -436股-0.76% | 减仓 |
| BBANK OF AMERBAC |
| 0.46% | 0.53% | $1,553.2万 | 51.4万股 | $1,602.0万 | 51.5万股 | -296股-0.06% | 减仓 |
 英伟达NVDA |
| 0.43% | 0.66% | $1,429.7万 | 11.8万股 | $2,009.4万 | 13.3万股 | -1.5万股-11.15% | 减仓 |
| G通用动力VTI |
| 0.43% | 0.08% | $1,428.4万 | 8.0万股 | $231.4万 | 1.2万股 | +6.7万股+548.81% | 加仓 |
 迪士尼DIS |
| 0.43% | 0.42% | $1,428.0万 | 15.1万股 | $1,280.8万 | 13.6万股 | +1.6万股+11.58% | 加仓 |
 LOWES COS COMLOW |
| 0.41% | 0.42% | $1,360.2万 | 7.2万股 | $1,277.8万 | 7.3万股 | -732股-1.00% | 减仓 |
 摩根大通JPM |
| 0.39% | 0.46% | $1,316.2万 | 12.6万股 | $1,403.3万 | 12.5万股 | +1,332股+1.07% | 加仓 |
| IiShares安硕信托AGG |
| 0.39% | 0.43% | $1,292.1万 | 13.4万股 | $1,311.1万 | 12.9万股 | +5,170股+4.01% | 加仓 |
 思科CSCO |
| 0.38% | 0.42% | $1,264.4万 | 31.6万股 | $1,281.7万 | 30.1万股 | +1.6万股+5.16% | 加仓 |
 宝洁PG |
| 0.38% | 0.47% | $1,263.3万 | 10.0万股 | $1,419.9万 | 9.9万股 | +1,317股+1.33% | 加仓 |
 Meta平台META |
| 0.38% | 0.6% | $1,256.0万 | 9.3万股 | $1,812.7万 | 11.2万股 | -2.0万股-17.66% | 减仓 |
 AMGEN COMAMGN |
| 0.38% | 0.46% | $1,254.2万 | 5.6万股 | $1,393.8万 | 5.7万股 | -1,644股-2.87% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.37% | 0.62% | $1,247.2万 | 42.5万股 | $1,869.7万 | 47.6万股 | -5.1万股-10.75% | 减仓 |
 雪佛龙CVX |
| 0.37% | 0.4% | $1,225.0万 | 8.5万股 | $1,200.8万 | 8.3万股 | +2,321股+2.80% | 加仓 |
 默沙东MRK |
| 0.36% | 0.41% | $1,186.8万 | 13.8万股 | $1,242.2万 | 13.6万股 | +1,552股+1.14% | 加仓 |
 甲骨文ORCL |
| 0.35% | 0.46% | $1,178.2万 | 19.3万股 | $1,384.3万 | 19.8万股 | -5,202股-2.63% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.35% | 0.42% | $1,159.2万 | 24.3万股 | $1,261.7万 | 24.8万股 | -5,151股-2.08% | 减仓 |
 艾伯维ABBV |
| 0.35% | 0.45% | $1,159.0万 | 8.6万股 | $1,353.0万 | 8.8万股 | -1,985股-2.25% | 减仓 |
 雷神技术RTX |
| 0.35% | 0.46% | $1,154.4万 | 14.1万股 | $1,382.1万 | 14.4万股 | -2,782股-1.93% | 减仓 |
 CVS健康CVS |
| 0.34% | 0.37% | $1,127.1万 | 11.8万股 | $1,109.5万 | 12.0万股 | -1,553股-1.30% | 减仓 |
 TARGET COMTGT |
| 0.33% | 0.35% | $1,113.7万 | 7.5万股 | $1,048.8万 | 7.4万股 | +790股+1.06% | 加仓 |
 摩根士丹利MS |
| 0.33% | 0.36% | $1,112.8万 | 14.1万股 | $1,100.8万 | 14.5万股 | -3,884股-2.68% | 减仓 |
 好市多COST |
| 0.32% | 0.34% | $1,057.7万 | 2.2万股 | $1,044.9万 | 2.2万股 | +596股+2.73% | 加仓 |
