| V先锋领航指数基金VOO |
| 6.88% | 7.19% | $5,602.0万 | 8.2万股 | $4,874.9万 | 8.2万股 | -16股-0.02% | 减仓 |
| V先锋领航指数基金VUG |
| 6.87% | 6.73% | $5,600.8万 | 65.0万股 | $4,558.2万 | 10.4万股 | +54.6万股+523.05% | 加仓 |
| V先锋领航指数基金VTV |
| 5.75% | 5.68% | $4,686.8万 | 21.5万股 | $3,845.6万 | 19.6万股 | +1.9万股+9.72% | 加仓 |
| V先锋领航·MIDVO |
| 4.94% | 4.93% | $4,022.0万 | 49.9万股 | $3,340.7万 | 11.6万股 | +38.3万股+329.12% | 加仓 |
 苹果AAPL |
| 4.49% | 4.57% | $3,661.2万 | 12.7万股 | $3,096.2万 | 12.2万股 | +4,528股+3.71% | 加仓 |
 英伟达NVDA |
| 2.43% | 2.38% | $1,976.1万 | 9.9万股 | $1,612.6万 | 9.2万股 | +6,295股+6.81% | 加仓 |
 微软MSFT |
| 2.1% | 2.35% | $1,707.8万 | 4.6万股 | $1,593.6万 | 4.3万股 | +2,733股+6.35% | 加仓 |
| V先锋领航指数基金VB |
| 1.97% | 1.99% | $1,602.8万 | 5.3万股 | $1,349.8万 | 5.2万股 | +1,342股+2.60% | 加仓 |
 谷歌AGOOGL |
| 1.94% | 1.72% | $1,581.5万 | 4.4万股 | $1,167.9万 | 4.1万股 | +3,638股+8.96% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.72% | 1.86% | $1,402.8万 | 18.3万股 | $1,261.1万 | 16.3万股 | +2.0万股+11.94% | 加仓 |
| F富达Covington信托FBCG |
| 1.56% | 1.29% | $1,267.0万 | 20.4万股 | $873.6万 | 17.4万股 | +3.0万股+17.04% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.44% | 1.65% | $1,171.1万 | 2.3万股 | $1,115.8万 | 2.3万股 | +118股+0.51% | 加仓 |
 亚马逊AMZN |
| 1.4% | 1.33% | $1,142.2万 | 4.8万股 | $899.6万 | 4.3万股 | +4,728股+10.95% | 加仓 |
 卡特彼勒CAT |
| 1.39% | 1.08% | $1,131.5万 | 1.1万股 | $735.1万 | 1.0万股 | +248股+2.39% | 加仓 |
 博通AVGO |
| 1.33% | 1.26% | $1,084.9万 | 2.9万股 | $856.6万 | 2.8万股 | +1,044股+3.77% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.27% | 1.36% | $1,034.1万 | 14.5万股 | $923.5万 | 14.4万股 | +1,023股+0.71% | 加仓 |
 摩根大通JPM |
| 1.23% | 1.33% | $1,002.6万 | 3.1万股 | $903.8万 | 3.1万股 | -96股-0.31% | 减仓 |
| PPacer基金信托COWZ |
| 1.12% | 1.4% | $915.0万 | 14.7万股 | $945.7万 | 15.1万股 | -4,058股-2.68% | 减仓 |
 应用材料AMAT |
| 1.11% | 0.65% | $905.7万 | 1.3万股 | $440.1万 | 1.3万股 | -350股-2.72% | 减仓 |
 礼来LLY |
| 1.1% | 0.84% | $895.5万 | 7,466股 | $572.5万 | 6,224股 | +1,242股+19.96% | 加仓 |
 强生JNJ |
| 0.9% | 1.01% | $729.3万 | 2.9万股 | $681.2万 | 2.8万股 | +850股+3.05% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.87% | 0.86% | $706.1万 | 8.3万股 | $579.6万 | 7.5万股 | +7,429股+9.88% | 加仓 |
 南方电力SO |
| 0.85% | 0.96% | $695.7万 | 7.3万股 | $650.4万 | 6.7万股 | +5,305股+7.87% | 加仓 |
| G通用动力VTI |
| 0.84% | 0.83% | $681.7万 | 1.8万股 | $562.3万 | 1.8万股 | +895股+5.11% | 加仓 |
 SERVISFIRST BANCSHARESSFBS |
| 0.83% | 0.84% | $677.4万 | 7.8万股 | $568.5万 | 7.8万股 | +20股+0.03% | 加仓 |
 沃尔玛WMT |
| 0.7% | 0.93% | $572.6万 | 5.1万股 | $633.4万 | 5.1万股 | -405股-0.79% | 减仓 |
 埃克森美孚XOM |
| 0.7% | 1% | $570.2万 | 4.2万股 | $680.3万 | 4.0万股 | +1,603股+4.00% | 加仓 |
 家得宝HD |
| 0.69% | 0.72% | $562.4万 | 1.6万股 | $487.4万 | 1.5万股 | +1,126股+7.60% | 加仓 |
 特斯拉TSLA |
| 0.65% | 0.69% | $532.0万 | 1.3万股 | $466.1万 | 1.3万股 | +110股+0.88% | 加仓 |
 康宁GLW |
| 0.65% | 0.44% | $526.6万 | 2.1万股 | $300.5万 | 2.2万股 | -1,480股-6.70% | 减仓 |
 艾伯维ABBV |
| 0.63% | 0.56% | $509.4万 | 2.0万股 | $377.5万 | 1.7万股 | +2,887股+16.63% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.6% | 0.6% | $486.2万 | 1.4万股 | $403.2万 | 1.4万股 | -294股-2.09% | 减仓 |
 科磊KLAC |
| 0.58% | 0.34% | $470.8万 | 1.6万股 | $231.7万 | 1,574股 | +1.4万股+891.42% | 加仓 |
| I景顺QQQ信托VOO |
| 0.57% | 0.53% | $461.7万 | 6,269股 | $358.1万 | 6,204股 | +65股+1.05% | 加仓 |
 雪佛龙CVX |
| 0.53% | 0.72% | $434.0万 | 2.6万股 | $488.4万 | 2.4万股 | +2,574股+10.90% | 加仓 |
 Meta平台META |
| 0.53% | 0.58% | $433.4万 | 7,693股 | $395.9万 | 6,919股 | +774股+11.19% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.51% | 0.53% | $419.0万 | 5,611股 | $361.1万 | 5,552股 | +59股+1.06% | 加仓 |
| SSPDR黄金信托GLD |
| 0.51% | 0.6% | $414.8万 | 1.1万股 | $409.7万 | 9,521股 | +1,740股+18.28% | 加仓 |
| IIBMIBM |
| 0.5% | 0.47% | $406.7万 | 1.4万股 | $318.3万 | 1.3万股 | +1,331股+10.14% | 加仓 |
 GE航空GE |
| 0.49% | 0.37% | $402.0万 | 1.1万股 | $251.8万 | 8,872股 | +1,885股+21.25% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.49% | 0.33% | $399.4万 | 4.9万股 | $220.7万 | 3.1万股 | +1.7万股+56.35% | 加仓 |
 宝洁PG |
| 0.48% | 0.51% | $387.4万 | 2.6万股 | $345.8万 | 2.4万股 | +2,482股+10.37% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 0.46% | 0.46% | $376.7万 | 8.9万股 | $313.7万 | 7.4万股 | +1.5万股+20.13% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.46% | 0.53% | $374.4万 | 5股 | $359.1万 | 5股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.45% | 0.5% | $363.8万 | 3,888股 | $341.9万 | 3,432股 | +456股+13.29% | 加仓 |
 美国运通AXP |
| 0.44% | 0.47% | $356.7万 | 1.1万股 | $319.1万 | 1.1万股 | -5股-0.05% | 减仓 |
| BBANK OF AMERBAC |
| 0.43% | 0.41% | $354.3万 | 6.2万股 | $280.5万 | 5.8万股 | +4,639股+8.06% | 加仓 |
 AMD超威AMD |
| 0.43% | 0.19% | $351.9万 | 6,057股 | $129.1万 | 6,345股 | -288股-4.54% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.41% | 0.48% | $336.0万 | 6.6万股 | $323.4万 | 6.5万股 | +1,603股+2.47% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.41% | 0.39% | $335.8万 | 4.1万股 | $267.1万 | 3.2万股 | +8,355股+25.89% | 加仓 |
