| WWisdomTree信托QGRW |
| 13.89% | 11.65% | $1.64亿 | 247.8万股 | $1.34亿 | 251.0万股 | -3.2万股-1.28% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 11.18% | 10.56% | $1.32亿 | 55.7万股 | $1.22亿 | 56.5万股 | -8,702股-1.54% | 减仓 |
| V先锋领航指数基金VV |
| 6.45% | 5.01% | $7,596.4万 | 22.1万股 | $5,770.4万 | 19.3万股 | +2.8万股+14.39% | 加仓 |
| VVANGUARD S&P MID-CAP 400VALUE INDEX FUND ETF SHARESIVOV |
| 6.43% | 5.68% | $7,580.3万 | 66.5万股 | $6,541.4万 | 64.2万股 | +2.3万股+3.57% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 4.49% | 4.6% | $5,289.2万 | 109.6万股 | $5,296.1万 | 109.3万股 | +3,333股+0.30% | 加仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 3.55% | 3.04% | $4,177.1万 | 55.8万股 | $3,497.6万 | 53.7万股 | +2.1万股+3.95% | 加仓 |
 英伟达NVDA |
| 2.27% | 1.76% | $2,674.0万 | 13.4万股 | $2,027.5万 | 11.6万股 | +1.7万股+14.96% | 加仓 |
| PPRINCIPAL FINANCIAL INPFG |
| 2.18% | 2.89% | $2,565.3万 | 23.8万股 | $3,325.7万 | 36.9万股 | -13.1万股-35.51% | 减仓 |
| IiShares安硕信托IVW |
| 1.65% | 1.49% | $1,941.0万 | 14.1万股 | $1,716.4万 | 15.2万股 | -1.1万股-7.00% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 1.63% | 1.71% | $1,919.2万 | 4.7万股 | $1,970.9万 | 5.5万股 | -8,407股-15.21% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.33% | 1.27% | $1,571.2万 | 6.9万股 | $1,464.7万 | 6.9万股 | -171股-0.25% | 减仓 |
 谷歌AGOOGL |
| 1.32% | 1.01% | $1,554.8万 | 4.4万股 | $1,164.8万 | 4.1万股 | +3,001股+7.41% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.28% | 1.12% | $1,502.4万 | 2.0万股 | $1,293.3万 | 2.0万股 | +231股+1.16% | 加仓 |
 微软MSFT |
| 1.18% | 1.18% | $1,392.4万 | 3.7万股 | $1,353.3万 | 3.7万股 | +770股+2.11% | 加仓 |
| G通用动力VTI |
| 1.07% | 0.95% | $1,262.5万 | 3.4万股 | $1,096.4万 | 3.4万股 | -56股-0.16% | 减仓 |
 博通AVGO |
| 1.02% | 0.83% | $1,197.0万 | 3.2万股 | $952.7万 | 3.1万股 | +906股+2.94% | 加仓 |
| IiShares安硕信托IVV |
| 0.86% | 0.74% | $1,013.5万 | 1.4万股 | $850.0万 | 1.3万股 | +521股+4.00% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.85% | 0.77% | $1,003.7万 | 9.1万股 | $882.8万 | 9.1万股 | +184股+0.20% | 加仓 |
| FFASTENAL COMFAST |
| 0.84% | 0.66% | $993.3万 | 20.7万股 | $755.3万 | 16.3万股 | +4.4万股+27.05% | 加仓 |
 埃克森美孚XOM |
| 0.78% | 0.99% | $919.7万 | 6.7万股 | $1,134.5万 | 6.7万股 | +404股+0.60% | 加仓 |
| S嘉信策略信托SCHM |
| 0.77% | 0.66% | $911.2万 | 24.7万股 | $759.7万 | 24.5万股 | +1,777股+0.72% | 加仓 |
| IiShares安硕信托IVLU |
| 0.71% | 0.66% | $838.8万 | 20.1万股 | $755.2万 | 19.0万股 | +1.0万股+5.39% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.7% | 0.64% | $821.5万 | 9.8万股 | $739.2万 | 9.8万股 | -338股-0.34% | 减仓 |
 强生JNJ |
| 0.54% | 0.52% | $639.5万 | 2.5万股 | $599.3万 | 2.5万股 | +665股+2.71% | 加仓 |
 摩根大通JPM |
| 0.54% | 0.57% | $637.7万 | 1.9万股 | $653.7万 | 2.2万股 | -2,740股-12.33% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.54% | 0.44% | $635.3万 | 1.8万股 | $504.4万 | 1.8万股 | +397股+2.26% | 加仓 |
| V先锋领航指数基金VBK |
| 0.53% | 0.24% | $628.0万 | 1.7万股 | $276.0万 | 9,130股 | +8,042股+88.08% | 加仓 |
 美光科技MU |
| 0.52% | 0.14% | $612.8万 | 5,309股 | $159.9万 | 4,734股 | +575股+12.15% | 加仓 |
 沃尔玛WMT |
| 0.51% | 0.57% | $602.9万 | 5.3万股 | $651.2万 | 5.2万股 | +832股+1.59% | 加仓 |
 特斯拉TSLA |
| 0.46% | 0.38% | $546.7万 | 1.3万股 | $441.8万 | 1.2万股 | +1,115股+9.38% | 加仓 |
 CHUBB LIMITEDCB |
| 0.46% | 0.04% | $543.6万 | 1.6万股 | $50.4万 | 1,545股 | +1.4万股+932.56% | 加仓 |
| V先锋领航指数基金VOO |
| 0.45% | 0.36% | $535.3万 | 7,794股 | $415.0万 | 6,945股 | +849股+12.22% | 加仓 |
 Meta平台META |
| 0.43% | 0.42% | $502.4万 | 8,919股 | $483.1万 | 8,444股 | +475股+5.63% | 加仓 |
| IiShares安硕信托IEFA |
| 0.42% | 0.39% | $489.1万 | 5.1万股 | $447.8万 | 4.9万股 | +1,175股+2.38% | 加仓 |
 卡特彼勒CAT |
| 0.4% | 0.26% | $476.9万 | 4,478股 | $302.4万 | 4,268股 | +210股+4.92% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.39% | 0.36% | $463.3万 | 1.9万股 | $414.5万 | 1.9万股 | -15股-0.08% | 减仓 |
 VisaV |
| 0.39% | 0.35% | $457.9万 | 1.3万股 | $407.7万 | 1.3万股 | -142股-1.05% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.38% | 0.36% | $451.8万 | 5.5万股 | $415.0万 | 5.2万股 | +2,544股+4.88% | 加仓 |
 史赛克SYK |
| 0.36% | 0.05% | $424.4万 | 1.3万股 | $56.6万 | 1,724股 | +1.2万股+681.90% | 加仓 |
 台积电TSM |
| 0.36% | 0.26% | $420.1万 | 8,796股 | $296.6万 | 8,776股 | +20股+0.23% | 加仓 |
| IiShares安硕·COREIJR |
| 0.36% | 0.3% | $418.6万 | 2.8万股 | $347.5万 | 2.8万股 | +274股+0.98% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.33% | 0.29% | $387.8万 | 3.1万股 | $336.4万 | 7,889股 | +2.3万股+295.88% | 加仓 |
 礼来LLY |
| 0.31% | 0.22% | $359.3万 | 2,996股 | $251.3万 | 2,732股 | +264股+9.66% | 加仓 |
| IiShares安硕信托EFG |
| 0.28% | 0.22% | $330.6万 | 2.7万股 | $253.7万 | 2.3万股 | +3,793股+16.65% | 加仓 |
 宝洁PG |
| 0.28% | 0.25% | $325.0万 | 2.2万股 | $289.9万 | 2.0万股 | +2,093股+10.43% | 加仓 |
| V先锋领航指数基金VXF |
| 0.27% | 0.23% | $319.6万 | 1.3万股 | $264.0万 | 1.3万股 | +153股+1.19% | 加仓 |
 高盛GS |
| 0.26% | 0.22% | $308.9万 | 3,054股 | $248.7万 | 2,940股 | +114股+3.88% | 加仓 |
| V先锋领航·TOTALBND |
| 0.26% | 0.3% | $300.9万 | 4.1万股 | $342.2万 | 4.6万股 | -5,485股-11.80% | 减仓 |
 雪佛龙CVX |
| 0.25% | 0.3% | $295.0万 | 1.8万股 | $339.5万 | 1.6万股 | +1,388股+8.46% | 加仓 |
| IiShares黄金信托IAU |
| 0.25% | 0.29% | $289.4万 | 3.8万股 | $337.9万 | 3.8万股 | 00.00% | 持仓不变 |
