| V先锋领航·FTSEVEA |
| 10.93% | 11.07% | $8,900.2万 | 124.9万股 | $8,030.2万 | 125.3万股 | -4,002股-0.32% | 减仓 |
 美光科技MU |
| 6.14% | 2.98% | $4,994.4万 | 4.3万股 | $2,162.5万 | 6.4万股 | -2.1万股-32.41% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.62% | 4.21% | $3,760.7万 | 10.6万股 | $3,058.4万 | 10.7万股 | -178股-0.17% | 减仓 |
 苹果AAPL |
| 4.54% | 4.47% | $3,697.4万 | 12.8万股 | $3,245.1万 | 12.8万股 | -87股-0.07% | 减仓 |
 林德LIN |
| 4.51% | 4.83% | $3,669.7万 | 7.1万股 | $3,507.4万 | 7.1万股 | -32股-0.05% | 减仓 |
 TJXTJX |
| 3.96% | 4.7% | $3,221.5万 | 21.3万股 | $3,409.2万 | 21.3万股 | -841股-0.39% | 减仓 |
 微软MSFT |
| 3.7% | 4.15% | $3,011.7万 | 8.1万股 | $3,014.4万 | 8.1万股 | -695股-0.85% | 减仓 |
 高盛GS |
| 3.61% | 3.39% | $2,939.3万 | 2.9万股 | $2,461.0万 | 2.9万股 | -27股-0.09% | 减仓 |
 PALO ALTOPANW |
| 3.59% | 1.9% | $2,926.0万 | 8.6万股 | $1,375.4万 | 8.6万股 | +10股+0.01% | 加仓 |
 康明斯CMI |
| 3.01% | 2.55% | $2,449.6万 | 3.4万股 | $1,848.2万 | 3.4万股 | -5股-0.01% | 减仓 |
 亚马逊AMZN |
| 2.96% | 2.66% | $2,410.5万 | 10.1万股 | $1,927.5万 | 9.3万股 | +8,588股+9.28% | 加仓 |
| IiShares安硕·COREIJR |
| 2.86% | 2.7% | $2,330.9万 | 15.7万股 | $1,960.8万 | 15.8万股 | -572股-0.36% | 减仓 |
 强生JNJ |
| 2.84% | 3.04% | $2,308.2万 | 9.1万股 | $2,207.7万 | 9.0万股 | +567股+0.63% | 加仓 |
 Phillips 66PSX |
| 2.77% | 3.33% | $2,256.8万 | 13.3万股 | $2,417.4万 | 13.3万股 | +804股+0.61% | 加仓 |
 VisaV |
| 2.7% | 2.67% | $2,194.6万 | 6.4万股 | $1,941.1万 | 6.4万股 | -256股-0.40% | 减仓 |
| IiShares黄金信托IAU |
| 2.6% | 3.38% | $2,118.3万 | 28.1万股 | $2,453.6万 | 27.8万股 | +2,227股+0.80% | 加仓 |
 联合太平洋铁路UNP |
| 2.55% | 2.55% | $2,077.1万 | 7.6万股 | $1,847.6万 | 7.6万股 | +214股+0.28% | 加仓 |
| AAvantis·U SAVUV |
| 2.37% | 2.35% | $1,929.7万 | 15.5万股 | $1,704.2万 | 15.4万股 | +400股+0.26% | 加仓 |
| SSPDR黄金信托GLD |
| 2.07% | 2.74% | $1,683.9万 | 4.6万股 | $1,986.7万 | 4.6万股 | -460股-1.00% | 减仓 |
 迪尔DE |
| 2.03% | 2.03% | $1,653.6万 | 2.6万股 | $1,474.7万 | 2.6万股 | -110股-0.42% | 减仓 |
 思科CSCO |
| 2.03% | 1.51% | $1,651.4万 | 14.1万股 | $1,095.1万 | 14.1万股 | -550股-0.39% | 减仓 |
| IiShares安硕·MSCI EUROZONE ETFEZU |
| 1.96% | 1.99% | $1,594.7万 | 22.9万股 | $1,443.1万 | 23.0万股 | -930股-0.40% | 减仓 |
 美敦力MDT |
| 1.88% | — | $1,528.1万 | 19.5万股 | $0 | 0股 | +19.5万股 | 新买入 |
 AMGEN COMAMGN |
| 1.86% | 2.02% | $1,513.0万 | 4.2万股 | $1,464.6万 | 4.2万股 | +158股+0.38% | 加仓 |
 Meta平台META |
| 1.56% | 1.8% | $1,273.3万 | 2.3万股 | $1,303.1万 | 2.3万股 | -172股-0.76% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.55% | — | $1,258.0万 | 12.3万股 | $0 | 0股 | +12.3万股 | 新买入 |
 埃克森美孚XOM |
| 1.48% | 2.06% | $1,208.2万 | 8.8万股 | $1,494.9万 | 8.8万股 | +257股+0.29% | 加仓 |
 AMERICAN TOWER COMAMT |
| 1.38% | 1.63% | $1,120.4万 | 6.8万股 | $1,183.2万 | 6.9万股 | -61股-0.09% | 减仓 |
| BBANK OF AMERBAC |
| 1.3% | 1.27% | $1,061.4万 | 18.6万股 | $918.8万 | 18.8万股 | -2,183股-1.16% | 减仓 |
 LOWES COS COMLOW |
| 1.19% | 1.44% | $966.3万 | 4.4万股 | $1,042.1万 | 4.4万股 | -281股-0.64% | 减仓 |
 霍尼韦尔HON |
| 1.15% | 2.6% | $933.2万 | 4.2万股 | $1,887.4万 | 8.4万股 | -4.2万股-50.08% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.14% | 1.16% | $929.1万 | 15.6万股 | $842.8万 | 15.6万股 | -270股-0.17% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.13% | — | $921.1万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 高露洁CL |
| 0.77% | 0.8% | $627.5万 | 6.8万股 | $578.3万 | 6.8万股 | +588股+0.87% | 加仓 |
 AFLAC COMAFL |
| 0.7% | 0.78% | $573.3万 | 4.9万股 | $563.5万 | 5.1万股 | -2,466股-4.80% | 减仓 |
 家得宝HD |
| 0.68% | 0.71% | $554.4万 | 1.6万股 | $517.4万 | 1.6万股 | -12股-0.08% | 减仓 |
 迪士尼DIS |
| 0.59% | 0.67% | $483.6万 | 5.0万股 | $483.5万 | 5.0万股 | +85股+0.17% | 加仓 |
 百事可乐PEP |
| 0.55% | 0.72% | $450.9万 | 3.3万股 | $519.4万 | 3.3万股 | -144股-0.43% | 减仓 |
 礼来LLY |
| 0.5% | 0.43% | $404.9万 | 3,376股 | $312.3万 | 3,396股 | -20股-0.59% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.38% | 0.36% | $306.7万 | 4,107股 | $263.7万 | 4,055股 | +52股+1.28% | 加仓 |
 英伟达NVDA |
| 0.31% | 0.31% | $248.7万 | 1.2万股 | $221.5万 | 1.3万股 | -270股-2.13% | 减仓 |
| RROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHSRHHBY |
| 0.24% | 0.28% | $193.6万 | 3.8万股 | $200.2万 | 4.0万股 | -2,555股-6.35% | 减仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 0.19% | 0.19% | $153.1万 | 1.7万股 | $136.2万 | 1.8万股 | -599股-3.35% | 减仓 |
 摩根大通JPM |
| 0.13% | 0.13% | $105.3万 | 3,218股 | $94.7万 | 3,218股 | 00.00% | 持仓不变 |
 波音BA |
| 0.12% | 0.13% | $98.4万 | 4,547股 | $91.3万 | 4,587股 | -40股-0.87% | 减仓 |
| IiShares安硕信托IVW |
| 0.11% | 0.11% | $91.2万 | 6,630股 | $77.9万 | 6,890股 | -260股-3.77% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.11% | 0.1% | $86.7万 | 7,290股 | $73.4万 | 7,500股 | -210股-2.80% | 减仓 |
| S道富SPYV |
| 0.1% | 0.1% | $80.2万 | 1.3万股 | $75.1万 | 1.3万股 | -70股-0.53% | 减仓 |
 博通AVGO |
| 0.07% | 0.07% | $60.9万 | 1,612股 | $49.9万 | 1,612股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 0.07% | 0.08% | $59.2万 | 7,490股 | $57.6万 | 7,265股 | +225股+3.10% | 加仓 |
