| V先锋领航斯科茨代尔基金VGIT |
| 10.96% | 12.18% | $13.79亿 | 2,338.6万股 | $13.93亿 | 2,338.6万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 5.2% | 5.39% | $6.55亿 | 327.2万股 | $6.17亿 | 353.8万股 | -26.6万股-7.52% | 减仓 |
 苹果AAPL |
| 4.87% | 4.54% | $6.13亿 | 211.7万股 | $5.19亿 | 204.4万股 | +7.3万股+3.55% | 加仓 |
 微软MSFT |
| 3.82% | 4.45% | $4.81亿 | 129.0万股 | $5.09亿 | 137.6万股 | -8.5万股-6.20% | 减仓 |
 亚马逊AMZN |
| 3.5% | 3.37% | $4.40亿 | 184.7万股 | $3.86亿 | 185.2万股 | -4,992股-0.27% | 减仓 |
 STAG INDUSTRIALSTAG |
| 3.3% | 3.6% | $4.15亿 | 1,137.2万股 | $4.11亿 | 1,137.2万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 3.02% | 2.21% | $3.80亿 | 107.6万股 | $2.52亿 | 87.9万股 | +19.7万股+22.42% | 加仓 |
 博通AVGO |
| 2.37% | 2.29% | $2.98亿 | 79.0万股 | $2.62亿 | 84.7万股 | -5.7万股-6.71% | 减仓 |
 AMD超威AMD |
| 1.68% | 0.66% | $2.12亿 | 36.5万股 | $7,550.8万 | 37.1万股 | -6,100股-1.64% | 减仓 |
 PALO ALTOPANW |
| 1.67% | 0.88% | $2.11亿 | 61.8万股 | $1.01亿 | 62.8万股 | -1.0万股-1.66% | 减仓 |
 Meta平台META |
| 1.58% | 1.59% | $1.98亿 | 35.2万股 | $1.82亿 | 31.8万股 | +3.4万股+10.58% | 加仓 |
 谷歌AGOOGL |
| 1.41% | 1.22% | $1.78亿 | 49.8万股 | $1.40亿 | 48.6万股 | +1.2万股+2.44% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 1.4% | 1.44% | $1.77亿 | 199.7万股 | $1.65亿 | 199.7万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 1.36% | 1.39% | $1.71亿 | 14.3万股 | $1.59亿 | 17.3万股 | -3.0万股-17.58% | 减仓 |
 西部数据WDC |
| 1.33% | 0.37% | $1.67亿 | 26.2万股 | $4,207.4万 | 15.6万股 | +10.6万股+68.24% | 加仓 |
 摩根大通JPM |
| 1.31% | 1.32% | $1.65亿 | 50.5万股 | $1.51亿 | 51.3万股 | -8,500股-1.66% | 减仓 |
 万事达MA |
| 1.27% | 1.14% | $1.60亿 | 31.1万股 | $1.30亿 | 26.1万股 | +5.0万股+19.23% | 加仓 |
 埃克森美孚XOM |
| 1.25% | 1.74% | $1.58亿 | 115.4万股 | $1.99亿 | 117.4万股 | -1.9万股-1.64% | 减仓 |
 VisaV |
| 1.2% | 1.17% | $1.51亿 | 44.0万股 | $1.34亿 | 44.2万股 | -1,486股-0.34% | 减仓 |
 特斯拉TSLA |
| 1.15% | 1.14% | $1.44亿 | 34.3万股 | $1.31亿 | 35.2万股 | -8,443股-2.40% | 减仓 |
| BBANK OF AMERBAC |
| 1.11% | 0.98% | $1.39亿 | 244.5万股 | $1.12亿 | 230.3万股 | +14.2万股+6.15% | 加仓 |
 美光科技MU |
| 1.06% | 0.06% | $1.33亿 | 11.5万股 | $689.3万 | 2.0万股 | +9.5万股+464.95% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.02% | 1.01% | $1.28亿 | 179.8万股 | $1.15亿 | 179.8万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.99% | — | $1.25亿 | 49.1万股 | $0 | 0股 | +49.1万股 | 新买入 |
 自由港麦克莫兰FCX |
| 0.97% | 0.95% | $1.22亿 | 193.6万股 | $1.09亿 | 185.1万股 | +8.4万股+4.55% | 加仓 |
 卡特彼勒CAT |
| 0.97% | 0.38% | $1.22亿 | 11.4万股 | $4,353.3万 | 6.1万股 | +5.3万股+85.71% | 加仓 |
 应用材料AMAT |
| 0.94% | — | $1.19亿 | 16.4万股 | $0 | 0股 | +16.4万股 | 新买入 |
 艾伯维ABBV |
| 0.9% | 0.87% | $1.13亿 | 44.8万股 | $9,913.2万 | 45.6万股 | -7,600股-1.67% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.85% | 0.77% | $1.07亿 | 67.7万股 | $8,791.3万 | 68.8万股 | -1.1万股-1.66% | 减仓 |
 摩根士丹利MS |
| 0.84% | 0.66% | $1.06亿 | 50.8万股 | $7,535.7万 | 45.8万股 | +5.0万股+11.01% | 加仓 |
 Arista网络ANET |
| 0.84% | 0.68% | $1.06亿 | 62.5万股 | $7,798.9万 | 63.5万股 | -1.0万股-1.62% | 减仓 |
 联合健康UNH |
| 0.84% | 0.02% | $1.05亿 | 25.3万股 | $269.0万 | 9,940股 | +24.3万股+2,448.48% | 加仓 |
 家得宝HD |
| 0.83% | 1.03% | $1.05亿 | 29.7万股 | $1.18亿 | 35.8万股 | -6.1万股-17.03% | 减仓 |
 沃尔玛WMT |
| 0.82% | 1.16% | $1.03亿 | 91.3万股 | $1.33亿 | 106.6万股 | -15.4万股-14.41% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.81% | 0.06% | $1.02亿 | 56.6万股 | $737.8万 | 4.5万股 | +52.2万股+1,169.45% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.78% | 0.76% | $9,828.0万 | 26.2万股 | $8,745.0万 | 31.5万股 | -5.3万股-16.80% | 减仓 |
 嘉信理财SCHW |
| 0.78% | 0.88% | $9,774.8万 | 105.9万股 | $1.01亿 | 107.7万股 | -1.8万股-1.63% | 减仓 |
 纽蒙特NEM |
| 0.76% | 1.06% | $9,610.2万 | 102.9万股 | $1.21亿 | 111.6万股 | -8.7万股-7.80% | 减仓 |
 好市多COST |
| 0.75% | 1.02% | $9,442.0万 | 10.1万股 | $1.16亿 | 11.7万股 | -1.6万股-13.56% | 减仓 |
 派克汉尼汾PH |
| 0.74% | 0.99% | $9,290.8万 | 9.5万股 | $1.13亿 | 12.6万股 | -3.1万股-24.87% | 减仓 |
 AMETEK COMAME |
| 0.73% | 0.64% | $9,176.9万 | 37.9万股 | $7,296.6万 | 34.0万股 | +3.9万股+11.43% | 加仓 |
| FFASTENAL COMFAST |
| 0.72% | 0.66% | $9,033.3万 | 188.1万股 | $7,515.0万 | 162.0万股 | +26.1万股+16.12% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.72% | 0.66% | $9,019.8万 | 160.0万股 | $7,560.0万 | 162.7万股 | -2.7万股-1.67% | 减仓 |
 可口可乐KO |
| 0.7% | 0.86% | $8,787.7万 | 108.1万股 | $9,886.5万 | 130.0万股 | -21.9万股-16.82% | 减仓 |
 ALLY FINLALLY |
| 0.67% | 0.64% | $8,384.7万 | 182.5万股 | $7,279.7万 | 185.6万股 | -3.1万股-1.67% | 减仓 |
| T赛默飞世尔TMO |
| 0.64% | 0.7% | $8,073.6万 | 16.1万股 | $8,048.0万 | 16.4万股 | -2,700股-1.65% | 减仓 |
 直觉外科ISRG |
| 0.64% | 0.71% | $8,046.3万 | 20.2万股 | $8,073.4万 | 17.5万股 | +2.7万股+15.53% | 加仓 |
 恩智浦NXPI |
| 0.63% | 0.5% | $7,974.6万 | 28.4万股 | $5,680.6万 | 28.9万股 | -4,800股-1.66% | 减仓 |
 EntergyETR |
| 0.6% | 0.66% | $7,580.5万 | 66.0万股 | $7,541.3万 | 67.1万股 | -1.1万股-1.67% | 减仓 |
 伊顿ETN |
| 0.58% | 0.55% | $7,343.5万 | 17.2万股 | $6,267.6万 | 17.5万股 | -2,900股-1.65% | 减仓 |
