| V先锋领航指数基金VUG |
| 11.1% | 10.51% | $11.60亿 | 1,346.3万股 | $9.60亿 | 219.8万股 | +1,126.5万股+512.46% | 加仓 |
| V先锋领航·FTSEVEA |
| 10.3% | 10.25% | $10.76亿 | 1,509.8万股 | $9.36亿 | 1,461.2万股 | +48.6万股+3.33% | 加仓 |
| IiShares安硕信托AGG |
| 8.74% | 9.39% | $9.13亿 | 921.9万股 | $8.58亿 | 864.6万股 | +57.3万股+6.62% | 加仓 |
| V先锋领航指数基金VTV |
| 7.3% | 7.37% | $7.63亿 | 350.0万股 | $6.73亿 | 343.1万股 | +6.9万股+2.01% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.66% | 2.67% | $2.78亿 | 466.1万股 | $2.44亿 | 451.8万股 | +14.3万股+3.16% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.49% | 3.27% | $2.60亿 | 446.7万股 | $2.99亿 | 510.1万股 | -63.4万股-12.42% | 减仓 |
 苹果AAPL |
| 2.32% | 2.19% | $2.42亿 | 84.2万股 | $2.00亿 | 79.2万股 | +5.0万股+6.28% | 加仓 |
| IiShares安硕信托GVI |
| 2.32% | 2.71% | $2.42亿 | 224.9万股 | $2.47亿 | 233.2万股 | -8.3万股-3.56% | 减仓 |
| TTHE ALGER ETF TRUST CONCENTRATED EQUITY ETFCNEQ |
| 2.19% | 1.71% | $2.29亿 | 553.7万股 | $1.56亿 | 502.7万股 | +51.0万股+10.15% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.17% | 2.32% | $2.26亿 | 447.6万股 | $2.12亿 | 425.1万股 | +22.6万股+5.31% | 加仓 |
 微软MSFT |
| 1.67% | 1.7% | $1.74亿 | 46.7万股 | $1.56亿 | 42.0万股 | +4.7万股+11.25% | 加仓 |
| V先锋领航指数基金VBK |
| 1.31% | 1.22% | $1.37亿 | 37.5万股 | $1.11亿 | 36.8万股 | +6,592股+1.79% | 加仓 |
| IiShares安硕信托IVV |
| 1.29% | 1.24% | $1.34亿 | 17.9万股 | $1.14亿 | 17.4万股 | +5,226股+3.00% | 加仓 |
 摩根大通JPM |
| 1.26% | 1.26% | $1.32亿 | 40.2万股 | $1.15亿 | 39.1万股 | +1.1万股+2.83% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.25% | 1.24% | $1.30亿 | 53.5万股 | $1.14亿 | 52.3万股 | +1.3万股+2.42% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.06% | 1.05% | $1.11亿 | 16.6万股 | $9,560.5万 | 14.9万股 | +1.7万股+11.19% | 加仓 |
 谷歌AGOOGL |
| 1.04% | 0.98% | $1.08亿 | 30.4万股 | $8,914.4万 | 31.0万股 | -6,455股-2.08% | 减仓 |
 卡特彼勒CAT |
| 0.97% | 0.77% | $1.01亿 | 9.5万股 | $7,032.6万 | 9.9万股 | -4,614股-4.65% | 减仓 |
 强生JNJ |
| 0.94% | 0.86% | $9,835.0万 | 38.7万股 | $7,876.2万 | 32.2万股 | +6.5万股+20.18% | 加仓 |
 礼来LLY |
| 0.87% | 0.68% | $9,118.7万 | 7.6万股 | $6,172.4万 | 6.7万股 | +8,917股+13.29% | 加仓 |
 博通AVGO |
| 0.87% | 0.79% | $9,053.6万 | 24.0万股 | $7,184.3万 | 23.2万股 | +7,553股+3.25% | 加仓 |
 英伟达NVDA |
| 0.81% | 0.72% | $8,419.2万 | 42.3万股 | $6,588.5万 | 38.0万股 | +4.3万股+11.34% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.77% | 0.74% | $8,023.0万 | 33.9万股 | $6,747.1万 | 31.4万股 | +2.5万股+8.08% | 加仓 |
 VisaV |
| 0.73% | 0.7% | $7,590.3万 | 22.1万股 | $6,379.5万 | 21.1万股 | +1.0万股+4.81% | 加仓 |
| QQualysQLYS |
| 0.72% | 0.53% | $7,544.8万 | 54.9万股 | $4,820.9万 | 54.9万股 | -4股-0.00% | 减仓 |
 亚马逊AMZN |
| 0.65% | 0.55% | $6,809.2万 | 28.6万股 | $5,016.0万 | 24.1万股 | +4.5万股+18.62% | 加仓 |
 埃克森美孚XOM |
| 0.62% | 0.56% | $6,485.2万 | 47.4万股 | $5,076.6万 | 29.9万股 | +17.5万股+58.52% | 加仓 |
| G通用动力VTI |
| 0.62% | 0.59% | $6,462.4万 | 17.5万股 | $5,383.3万 | 16.8万股 | +6,836股+4.07% | 加仓 |
 阿斯麦ASML |
| 0.61% | 0.47% | $6,380.4万 | 3.2万股 | $4,260.0万 | 3.2万股 | -181股-0.56% | 减仓 |
 艾伯维ABBV |
| 0.57% | 0.6% | $5,934.3万 | 23.6万股 | $5,492.6万 | 25.3万股 | -1.7万股-6.62% | 减仓 |
| V先锋领航指数基金VOO |
| 0.56% | 0.51% | $5,830.4万 | 8.5万股 | $4,682.0万 | 7.8万股 | +6,537股+8.34% | 加仓 |
| VVANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESEDV |
| 0.55% | 0.62% | $5,699.8万 | 87.6万股 | $5,688.4万 | 87.6万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.5% | 0.43% | $5,235.3万 | 14.8万股 | $3,967.8万 | 13.8万股 | +9,850股+7.12% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 0.49% | 0.5% | $5,158.5万 | 76.3万股 | $4,528.5万 | 70.9万股 | +5.5万股+7.73% | 加仓 |
 宝洁PG |
| 0.49% | 0.55% | $5,129.5万 | 35.0万股 | $5,066.9万 | 35.1万股 | -995股-0.28% | 减仓 |
 家得宝HD |
| 0.48% | 0.5% | $5,025.8万 | 14.3万股 | $4,574.0万 | 13.9万股 | +3,430股+2.47% | 加仓 |
| GGQG US EQUITY ETFGQGU |
| 0.46% | 0.49% | $4,813.8万 | 189.5万股 | $4,463.5万 | 165.9万股 | +23.7万股+14.26% | 加仓 |
 TJXTJX |
| 0.45% | 0.54% | $4,733.4万 | 31.2万股 | $4,925.7万 | 30.8万股 | +3,996股+1.30% | 加仓 |
 好市多COST |
| 0.45% | 0.52% | $4,663.9万 | 5.0万股 | $4,773.3万 | 4.8万股 | +1,952股+4.07% | 加仓 |
 美国运通AXP |
| 0.44% | 0.44% | $4,550.0万 | 13.5万股 | $4,002.9万 | 13.2万股 | +2,179股+1.65% | 加仓 |
| I景顺QQQ信托VOO |
| 0.43% | 0.16% | $4,541.6万 | 6.2万股 | $1,455.8万 | 2.5万股 | +3.6万股+144.51% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.42% | 0.35% | $4,437.5万 | 35.7万股 | $3,182.0万 | 7.5万股 | +28.3万股+378.90% | 加仓 |
 科磊KLAC |
| 0.4% | 0.22% | $4,219.0万 | 14.0万股 | $2,037.2万 | 1.4万股 | +12.6万股+910.74% | 加仓 |
 沃尔玛WMT |
| 0.4% | 0.5% | $4,198.3万 | 37.1万股 | $4,566.0万 | 36.7万股 | +3,283股+0.89% | 加仓 |
 台积电TSM |
| 0.4% | 0.32% | $4,169.4万 | 8.7万股 | $2,920.5万 | 8.6万股 | +884股+1.02% | 加仓 |
 雷神技术RTX |
| 0.4% | 0.44% | $4,143.7万 | 21.8万股 | $4,021.1万 | 20.8万股 | +9,941股+4.77% | 加仓 |
| N新纪元能源NEE |
| 0.38% | 0.45% | $3,964.9万 | 45.2万股 | $4,106.6万 | 44.2万股 | +9,597股+2.17% | 加仓 |
 麦当劳MCD |
| 0.37% | 0.48% | $3,845.9万 | 14.2万股 | $4,344.6万 | 14.0万股 | +2,485股+1.78% | 加仓 |
| PPIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUNDZROZ |
| 0.37% | 0.42% | $3,835.0万 | 59.8万股 | $3,829.6万 | 59.8万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.34% | 0.33% | $3,547.5万 | 6.3万股 | $2,992.7万 | 5.2万股 | +1.1万股+20.40% | 加仓 |
