| V先锋领航指数基金VOO |
| 30.1% | 32.06% | $5,468.6万 | 8.0万股 | $4,899.3万 | 8.2万股 | -2,367股-2.89% | 减仓 |
| V先锋领航·FTSEVEA |
| 20.88% | 22.88% | $3,793.0万 | 53.2万股 | $3,495.5万 | 54.5万股 | -1.3万股-2.41% | 减仓 |
| IiShares安硕信托SGOV |
| 8.05% | — | $1,463.1万 | 14.5万股 | $0 | 0股 | +14.5万股 | 新买入 |
| V先锋领航指数基金VB |
| 7.38% | 9.08% | $1,341.0万 | 4.4万股 | $1,387.3万 | 5.3万股 | -8,729股-16.48% | 减仓 |
 苹果AAPL |
| 2.82% | 2.91% | $512.9万 | 1.8万股 | $444.8万 | 1.8万股 | +200股+1.14% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.66% | 2.75% | $482.5万 | 6,461股 | $419.7万 | 6,453股 | +8股+0.12% | 加仓 |
| I景顺QQQ信托VOO |
| 2.54% | 2.64% | $462.2万 | 6,277股 | $403.0万 | 6,982股 | -705股-10.10% | 减仓 |
| V先锋领航·MIDVO |
| 2.51% | 4.14% | $455.8万 | 5.7万股 | $633.3万 | 2.2万股 | +3.5万股+156.57% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.61% | 1.75% | $291.9万 | 4.9万股 | $266.9万 | 4.9万股 | -467股-0.95% | 减仓 |
 微软MSFT |
| 1.51% | 1.76% | $274.6万 | 7,362股 | $268.8万 | 7,260股 | +102股+1.40% | 加仓 |
| VVOYAGER TECHNOLOGIESVOYG |
| 1.38% | 1.19% | $250.5万 | 7.8万股 | $181.7万 | 7.8万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.21% | 1.24% | $219.2万 | 9,199股 | $188.9万 | 9,070股 | +129股+1.42% | 加仓 |
| IiShares安硕信托IWV |
| 1.15% | 1.19% | $208.4万 | 4,888股 | $181.2万 | 4,888股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.94% | 0.93% | $170.0万 | 8,495股 | $142.7万 | 8,185股 | +310股+3.79% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.88% | 1.21% | $160.4万 | 2.1万股 | $185.6万 | 2.4万股 | -3,132股-13.02% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.86% | 0.91% | $156.3万 | 2,992股 | $139.7万 | 3,015股 | -23股-0.76% | 减仓 |
 谷歌AGOOGL |
| 0.8% | 0.75% | $145.0万 | 4,058股 | $114.2万 | 3,973股 | +85股+2.14% | 加仓 |
 摩根大通JPM |
| 0.71% | 0.75% | $129.0万 | 3,941股 | $115.0万 | 3,909股 | +32股+0.82% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.65% | 0.68% | $118.6万 | 2.3万股 | $104.0万 | 2.1万股 | +2,602股+12.48% | 加仓 |
| IiShares安硕IEMG |
| 0.65% | 0.67% | $118.2万 | 1.4万股 | $102.1万 | 1.5万股 | -365股-2.49% | 减仓 |
| V先锋领航指数基金VXF |
| 0.52% | 0.52% | $94.6万 | 3,844股 | $79.5万 | 3,865股 | -21股-0.54% | 减仓 |
| IiShares安硕信托IDEV |
| 0.51% | 0.57% | $93.1万 | 1.0万股 | $87.4万 | 1.0万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.49% | 0.51% | $88.7万 | 1,261股 | $77.8万 | 1,261股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VGK |
| 0.46% | 0.6% | $84.2万 | 9,514股 | $91.7万 | 1.1万股 | -1,615股-14.51% | 减仓 |
| IiShares安硕·COREIJR |
| 0.36% | 0.36% | $65.9万 | 4,442股 | $55.2万 | 4,442股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.36% | 0.4% | $64.7万 | 2,547股 | $61.4万 | 2,513股 | +34股+1.35% | 加仓 |
| G通用动力VTI |
| 0.32% | 0.33% | $59.0万 | 1,595股 | $51.2万 | 1,594股 | +1股+0.06% | 加仓 |
 通用动力GD |
| 0.32% | 0.36% | $57.3万 | 1,618股 | $55.4万 | 1,614股 | +4股+0.25% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.3% | 0.33% | $54.8万 | 2,874股 | $51.1万 | 3,845股 | -971股-25.25% | 减仓 |
 WASTE MGMT DELWM |
| 0.3% | 0.36% | $53.7万 | 2,409股 | $55.2万 | 2,403股 | +6股+0.25% | 加仓 |
 PALO ALTOPANW |
| 0.28% | 0.15% | $50.3万 | 1,474股 | $23.5万 | 1,466股 | +8股+0.55% | 加仓 |
 宝洁PG |
| 0.27% | 0.32% | $49.4万 | 3,365股 | $48.3万 | 3,342股 | +23股+0.69% | 加仓 |
 TJXTJX |
| 0.26% | 0.33% | $48.0万 | 3,170股 | $50.3万 | 3,152股 | +18股+0.57% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 0.26% | 0.31% | $46.7万 | 4,936股 | $47.1万 | 4,936股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVLV |
| 0.25% | 0.27% | $46.0万 | 5,044股 | $40.7万 | 5,044股 | 00.00% | 持仓不变 |
 ROYAL BK CDA COMRY |
| 0.24% | 0.22% | $43.4万 | 2,097股 | $33.9万 | 2,097股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.24% | 0.34% | $42.8万 | 3,127股 | $51.9万 | 3,060股 | +67股+2.19% | 加仓 |
| IiShares安硕EWJ |
| 0.23% | 0.26% | $42.2万 | 4,522股 | $40.2万 | 4,756股 | -234股-4.92% | 减仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 0.23% | 0.22% | $41.7万 | 5,323股 | $33.4万 | 4,517股 | +806股+17.84% | 加仓 |
 宏利金融MFC |
| 0.22% | 0.22% | $39.8万 | 9,828股 | $33.8万 | 9,828股 | 00.00% | 持仓不变 |
| AAPPLOVINAPP |
| 0.21% | 0.18% | $39.0万 | 756股 | $28.2万 | 709股 | +47股+6.63% | 加仓 |
 博通AVGO |
| 0.19% | 0.17% | $35.2万 | 931股 | $26.7万 | 863股 | +68股+7.88% | 加仓 |
 百事可乐PEP |
| 0.18% | 0.25% | $33.6万 | 2,480股 | $38.3万 | 2,463股 | +17股+0.69% | 加仓 |
 Meta平台META |
| 0.18% | 0.21% | $33.2万 | 589股 | $32.0万 | 559股 | +30股+5.37% | 加仓 |
 摩根士丹利MS |
| 0.18% | 0.16% | $31.9万 | 1,528股 | $24.9万 | 1,511股 | +17股+1.13% | 加仓 |
| Q高通QCOM |
| 0.17% | 0.14% | $30.8万 | 1,665股 | $21.3万 | 1,654股 | +11股+0.67% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.17% | 0.2% | $30.7万 | 3,183股 | $30.5万 | 3,183股 | 00.00% | 持仓不变 |
 罗克韦尔自动化ROK |
| 0.16% | 0.14% | $29.9万 | 603股 | $21.5万 | 600股 | +3股+0.50% | 加仓 |
| TT. Rowe Price Exchangetraded Funds Inc U.S. Equity Research ETFTSPA |
| 0.16% | — | $29.6万 | 6,228股 | $0 | 0股 | +6,228股 | 新买入 |
 沃尔玛WMT |
| 0.16% | 0.21% | $29.5万 | 2,608股 | $31.5万 | 2,538股 | +70股+2.76% | 加仓 |
