| V先锋领航·TOTALBNDX |
| 6.27% | 6.63% | $4,452.4万 | 91.9万股 | $4,303.5万 | 89.6万股 | +2.4万股+2.65% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 6.01% | 6.97% | $4,268.4万 | 57股 | $4,524.3万 | 63股 | -6股-9.52% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.27% | 3.8% | $3,030.0万 | 8.6万股 | $2,469.2万 | 8.6万股 | -322股-0.37% | 减仓 |
 苹果AAPL |
| 4.09% | 3.93% | $2,902.7万 | 10.0万股 | $2,553.9万 | 10.1万股 | -314股-0.31% | 减仓 |
 EMCOREME |
| 3.55% | 3.46% | $2,522.8万 | 3.0万股 | $2,244.4万 | 3.0万股 | +1股+0.00% | 加仓 |
 雷神技术RTX |
| 3.05% | 3.44% | $2,163.0万 | 11.4万股 | $2,235.4万 | 11.6万股 | -1,881股-1.62% | 减仓 |
 美国运通AXP |
| 2.95% | 2.89% | $2,097.2万 | 6.2万股 | $1,878.2万 | 6.2万股 | -90股-0.14% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.91% | 1.21% | $2,068.4万 | 4.8万股 | $786.1万 | 4.8万股 | +46股+0.10% | 加仓 |
 微软MSFT |
| 2.86% | 3.16% | $2,034.4万 | 5.5万股 | $2,054.1万 | 5.5万股 | -952股-1.72% | 减仓 |
| AAvantis·U SAVUV |
| 2.49% | 2.38% | $1,768.0万 | 14.2万股 | $1,547.8万 | 14.0万股 | +1,601股+1.14% | 加仓 |
 TJXTJX |
| 2.24% | 2.6% | $1,590.8万 | 10.5万股 | $1,688.2万 | 10.6万股 | -710股-0.67% | 减仓 |
| IiShares黄金信托IAU |
| 2.19% | 2.79% | $1,554.4万 | 20.6万股 | $1,809.9万 | 20.5万股 | +554股+0.27% | 加仓 |
 迪尔DE |
| 2.17% | 2.11% | $1,540.0万 | 2.4万股 | $1,373.2万 | 2.4万股 | -92股-0.38% | 减仓 |
 LITTELFUSELFUS |
| 1.86% | 1.51% | $1,320.3万 | 2.9万股 | $983.3万 | 2.9万股 | +20股+0.07% | 加仓 |
 康明斯CMI |
| 1.82% | 1.48% | $1,291.5万 | 1.8万股 | $957.7万 | 1.8万股 | +308股+1.73% | 加仓 |
 伊顿ETN |
| 1.76% | 1.62% | $1,253.2万 | 2.9万股 | $1,051.1万 | 2.9万股 | +22股+0.07% | 加仓 |
 思科CSCO |
| 1.74% | 1.26% | $1,233.9万 | 10.5万股 | $814.9万 | 10.5万股 | +22股+0.02% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.73% | 1.49% | $1,229.4万 | 12.7万股 | $966.8万 | 12.0万股 | +7,435股+6.20% | 加仓 |
 AMGEN COMAMGN |
| 1.69% | 1.81% | $1,199.2万 | 3.3万股 | $1,177.5万 | 3.3万股 | -349股-1.04% | 减仓 |
 强生JNJ |
| 1.5% | 1.59% | $1,062.7万 | 4.2万股 | $1,030.2万 | 4.2万股 | -304股-0.72% | 减仓 |
 哈勃HUBB |
| 1.43% | 1.46% | $1,016.2万 | 1.9万股 | $946.4万 | 1.9万股 | +138股+0.72% | 加仓 |
 CHURCH & DWIGHTCHD |
| 1.42% | 1.53% | $1,008.4万 | 10.4万股 | $995.0万 | 10.7万股 | -2,538股-2.38% | 减仓 |
 摩根大通JPM |
| 1.34% | 1.31% | $951.0万 | 2.9万股 | $852.5万 | 2.9万股 | +71股+0.24% | 加仓 |
| N新纪元能源NEE |
| 1.29% | 1.46% | $914.2万 | 10.4万股 | $947.1万 | 10.2万股 | +2,188股+2.15% | 加仓 |
 WILLIAMS SONOMAWSM |
| 1.27% | 1.07% | $899.1万 | 3.9万股 | $695.3万 | 3.8万股 | +437股+1.15% | 加仓 |
 ADPADP |
| 1.24% | 1.26% | $882.0万 | 3.9万股 | $817.4万 | 4.0万股 | -806股-2.02% | 减仓 |
 高露洁CL |
| 1.19% | 1.22% | $842.2万 | 9.2万股 | $792.8万 | 9.3万股 | -1,158股-1.24% | 减仓 |
 VisaV |
| 1.17% | 1.14% | $834.2万 | 2.4万股 | $737.2万 | 2.4万股 | -78股-0.32% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.1% | 1.14% | $779.5万 | 3.4万股 | $742.7万 | 3.4万股 | -339股-0.99% | 减仓 |
 英伟达NVDA |
| 1.09% | 1.04% | $774.3万 | 3.9万股 | $676.0万 | 3.9万股 | -64股-0.17% | 减仓 |
| IIBMIBM |
| 1.06% | 1% | $755.7万 | 2.7万股 | $650.7万 | 2.7万股 | +28股+0.10% | 加仓 |
 沃尔玛WMT |
| 1.04% | 1.24% | $737.5万 | 6.5万股 | $806.7万 | 6.5万股 | +338股+0.52% | 加仓 |
 DANAHER DEL COMDHR |
| 1.01% | 1.13% | $720.7万 | 3.8万股 | $732.7万 | 3.9万股 | -803股-2.08% | 减仓 |
 阿斯麦ASML |
| 1% | 0.08% | $707.6万 | 3,557股 | $52.7万 | 399股 | +3,158股+791.48% | 加仓 |
 EAGLE MATLSEXP |
| 0.95% | 0.9% | $673.5万 | 3.0万股 | $581.4万 | 3.1万股 | -749股-2.44% | 减仓 |
 德州仪器TXN |
| 0.89% | 0.63% | $629.5万 | 2.1万股 | $408.0万 | 2.1万股 | +106股+0.50% | 加仓 |
 MCGRATH RENTCORPMGRC |
| 0.86% | 0.86% | $610.9万 | 5.0万股 | $560.8万 | 5.1万股 | -382股-0.75% | 减仓 |
 MAIN STR CAPMAIN |
| 0.83% | 0.93% | $589.9万 | 11.4万股 | $601.8万 | 11.4万股 | +70股+0.06% | 加仓 |
 礼来LLY |
| 0.81% | 0.7% | $577.3万 | 4,813股 | $454.9万 | 4,945股 | -132股-2.67% | 减仓 |
 WASTE MGMT DELWM |
| 0.76% | 0.86% | $540.1万 | 2.4万股 | $556.3万 | 2.4万股 | +22股+0.09% | 加仓 |
 Roper科技ROP |
| 0.75% | 0.88% | $534.4万 | 1.6万股 | $569.2万 | 1.6万股 | -294股-1.83% | 减仓 |
| UUNILEVER SPON ADR NEWUL |
| 0.75% | 0.8% | $533.9万 | 8.9万股 | $522.1万 | 9.1万股 | -1,947股-2.15% | 减仓 |
| WWATSCOWSO |
| 0.75% | 0.73% | $532.2万 | 1.3万股 | $471.1万 | 1.3万股 | -179股-1.38% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.75% | 0.71% | $532.2万 | 7,109股 | $463.6万 | 7,109股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.74% | 0.96% | $528.6万 | 12.5万股 | $621.3万 | 12.4万股 | +1,086股+0.88% | 加仓 |
 赛富时CRM |
| 0.73% | 0.96% | $518.7万 | 3.3万股 | $624.8万 | 3.3万股 | -455股-1.36% | 减仓 |
 ESSENTIAL UTILSWTRG |
| 0.71% | 0.82% | $501.3万 | 13.1万股 | $531.9万 | 13.2万股 | -1,235股-0.93% | 减仓 |
 艺康ECL |
| 0.7% | — | $495.5万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 RELX SPONSORED ADRRELX |
| 0.69% | 0.8% | $492.4万 | 15.5万股 | $519.0万 | 15.7万股 | -1,091股-0.70% | 减仓 |
 BROOKFIELD INFRASTRUCTUREBIPC |
| 0.62% | 0.69% | $437.0万 | 11.4万股 | $448.0万 | 11.3万股 | +142股+0.13% | 加仓 |
