| V先锋领航指数基金VOO |
| 20.3% | 19.21% | $9.62亿 | 140.0万股 | $8.32亿 | 139.3万股 | +7,486股+0.54% | 加仓 |
| V先锋领航·FTSEVEA |
| 19.55% | 19.04% | $9.26亿 | 1,300.1万股 | $8.25亿 | 1,287.5万股 | +12.6万股+0.98% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 8.43% | 8.8% | $3.99亿 | 79.8万股 | $3.81亿 | 79.6万股 | +2,392股+0.30% | 加仓 |
| V先锋领航·FSTEVWO |
| 8.4% | 8.27% | $3.98亿 | 666.6万股 | $3.58亿 | 663.0万股 | +3.5万股+0.53% | 加仓 |
| V先锋领航·MIDVO |
| 8.12% | 7.86% | $3.85亿 | 477.4万股 | $3.41亿 | 118.6万股 | +358.9万股+302.60% | 加仓 |
| V先锋领航指数基金VB |
| 4.86% | 4.56% | $2.30亿 | 75.9万股 | $1.98亿 | 75.5万股 | +4,416股+0.59% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.75% | 3.73% | $1.78亿 | 75.1万股 | $1.61亿 | 75.1万股 | +804股+0.11% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 2.26% | 4.13% | $1.07亿 | 141.7万股 | $1.79亿 | 236.5万股 | -94.8万股-40.07% | 减仓 |
| G通用动力VTI |
| 1.77% | 1.68% | $8,374.3万 | 22.6万股 | $7,261.6万 | 22.6万股 | -45股-0.02% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.76% | 1.56% | $8,329.0万 | 23.6万股 | $6,762.0万 | 23.6万股 | +1股+0.00% | 加仓 |
| I景顺QQQ信托VOO |
| 1.53% | 1.31% | $7,246.6万 | 9.8万股 | $5,669.6万 | 9.8万股 | +177股+0.18% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.46% | 1.43% | $6,911.8万 | 82.5万股 | $6,177.1万 | 82.3万股 | +2,780股+0.34% | 加仓 |
 博通AVGO |
| 1.42% | 1.27% | $6,745.3万 | 17.9万股 | $5,521.6万 | 17.8万股 | +168股+0.09% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.29% | 1.23% | $6,114.9万 | 8.2万股 | $5,338.7万 | 8.2万股 | -208股-0.25% | 减仓 |
 微软MSFT |
| 1.23% | 1.35% | $5,849.7万 | 15.7万股 | $5,832.3万 | 15.8万股 | -738股-0.47% | 减仓 |
 财捷INTU |
| 0.94% | 1.71% | $4,461.0万 | 17.1万股 | $7,392.5万 | 17.1万股 | -52股-0.03% | 减仓 |
 苹果AAPL |
| 0.68% | 0.65% | $3,218.6万 | 11.1万股 | $2,826.2万 | 11.1万股 | -129股-0.12% | 减仓 |
 可口可乐KO |
| 0.32% | 0.33% | $1,520.9万 | 18.7万股 | $1,437.6万 | 18.9万股 | -1,885股-1.00% | 减仓 |
| S嘉信策略信托SCHF |
| 0.32% | 0.31% | $1,507.7万 | 54.4万股 | $1,354.0万 | 54.7万股 | -2,783股-0.51% | 减仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.3% | 0.3% | $1,431.9万 | 36.1万股 | $1,320.7万 | 34.5万股 | +1.6万股+4.55% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.3% | 0.31% | $1,427.6万 | 29.7万股 | $1,360.6万 | 29.1万股 | +5,572股+1.91% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.3% | 0.29% | $1,416.3万 | 45.5万股 | $1,252.8万 | 45.0万股 | +5,580股+1.24% | 加仓 |
 卡特彼勒CAT |
| 0.29% | 0.22% | $1,374.7万 | 1.3万股 | $951.0万 | 1.3万股 | -514股-3.83% | 减仓 |
 HUNTINGTON BANCSHARES COMHBAN |
| 0.27% | 0.26% | $1,255.5万 | 70.8万股 | $1,108.1万 | 70.8万股 | +63股+0.01% | 加仓 |
 礼来LLY |
| 0.25% | 0.21% | $1,172.5万 | 9,776股 | $897.8万 | 9,761股 | +15股+0.15% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.23% | 0.23% | $1,102.6万 | 12.9万股 | $990.9万 | 12.9万股 | +474股+0.37% | 加仓 |
| S嘉信策略信托SCHC |
| 0.23% | 0.18% | $1,091.3万 | 20.7万股 | $767.7万 | 15.7万股 | +5.0万股+31.83% | 加仓 |
 英伟达NVDA |
| 0.23% | 0.21% | $1,066.6万 | 5.3万股 | $928.4万 | 5.3万股 | +73股+0.14% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.2% | 0.19% | $931.1万 | 3.8万股 | $828.1万 | 3.8万股 | +202股+0.53% | 加仓 |
 谷歌AGOOGL |
| 0.19% | 0.17% | $899.5万 | 2.5万股 | $727.2万 | 2.5万股 | -118股-0.47% | 减仓 |
 强生JNJ |
| 0.18% | 0.19% | $867.0万 | 3.4万股 | $844.7万 | 3.5万股 | -420股-1.22% | 减仓 |
 亚马逊AMZN |
| 0.18% | 0.17% | $836.8万 | 3.5万股 | $721.4万 | 3.5万股 | +471股+1.36% | 加仓 |
| S嘉信策略信托SCHE |
| 0.18% | 0.17% | $832.3万 | 23.0万股 | $757.0万 | 23.0万股 | -187股-0.08% | 减仓 |
| IISHARES MSCI EMERGING MARKETS ASIA ETFEEMA |
| 0.17% | 0.16% | $823.6万 | 7.0万股 | $674.9万 | 7.0万股 | -82股-0.12% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.17% | 0.16% | $793.2万 | 17.9万股 | $694.9万 | 17.9万股 | +2股+0.00% | 加仓 |
 家得宝HD |
| 0.16% | 0.16% | $751.3万 | 2.1万股 | $703.2万 | 2.1万股 | -78股-0.36% | 减仓 |
 南方电力SO |
| 0.15% | 0.16% | $702.8万 | 7.3万股 | $710.0万 | 7.4万股 | -122股-0.17% | 减仓 |
| IiShares安硕信托EFG |
| 0.15% | 0.14% | $690.7万 | 5.6万股 | $622.5万 | 5.6万股 | -382股-0.68% | 减仓 |
| IiShares安硕信托IVV |
| 0.14% | 0.13% | $641.1万 | 8,561股 | $558.8万 | 8,555股 | +6股+0.07% | 加仓 |
 埃森哲ACN |
| 0.13% | 0.23% | $639.2万 | 5.1万股 | $1,018.2万 | 5.1万股 | +18股+0.04% | 加仓 |
 埃克森美孚XOM |
| 0.12% | 0.16% | $560.3万 | 4.1万股 | $672.9万 | 4.0万股 | +1,319股+3.33% | 加仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 0.12% | 0.09% | $549.4万 | 11.3万股 | $408.4万 | 8.8万股 | +2.5万股+28.42% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.11% | 0.12% | $524.2万 | 7股 | $502.7万 | 7股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.1% | 0.13% | $481.7万 | 2.9万股 | $568.9万 | 2.7万股 | +1,565股+5.69% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 0.1% | 0.09% | $476.8万 | 6.2万股 | $399.9万 | 5.2万股 | +1.0万股+19.48% | 加仓 |
| IiShares安硕·TR MSCI AC ASIA ETFAAXJ |
| 0.09% | 0.08% | $433.8万 | 3.6万股 | $350.0万 | 3.6万股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 0.09% | 0.06% | $430.6万 | 4.0万股 | $242.6万 | 2.5万股 | +1.5万股+62.46% | 加仓 |
| BBANK OF AMERBAC |
| 0.09% | 0.08% | $428.6万 | 7.5万股 | $342.5万 | 7.0万股 | +4,959股+7.06% | 加仓 |
 摩根大通JPM |
| 0.09% | 0.09% | $412.0万 | 1.3万股 | $373.1万 | 1.3万股 | -96股-0.76% | 减仓 |
 Meta平台META |
| 0.09% | 0.09% | $408.6万 | 7,253股 | $409.3万 | 7,154股 | +99股+1.38% | 加仓 |
