| V先锋领航STAR基金VXUS |
| 6.8% | 6.21% | $6,684.5万 | 78.2万股 | $5,781.2万 | 75.0万股 | +3.2万股+4.29% | 加仓 |
| G通用动力VTI |
| 6.52% | 5.99% | $6,406.3万 | 17.3万股 | $5,576.8万 | 17.4万股 | -709股-0.41% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 4.45% | 4.42% | $4,377.7万 | 42.5万股 | $4,113.5万 | 41.2万股 | +1.3万股+3.13% | 加仓 |
| AAvantis·U SAVUV |
| 4.3% | 3.88% | $4,228.7万 | 33.9万股 | $3,605.9万 | 32.6万股 | +1.3万股+3.84% | 加仓 |
| WWORLD GOLD TRGLD |
| 4.23% | 5.27% | $4,157.2万 | 52.3万股 | $4,905.9万 | 52.9万股 | -5,833股-1.10% | 减仓 |
伯克希尔哈撒韦BRK.B |
| 4.03% | 3.77% | $3,965.3万 | 7.9万股 | $3,507.9万 | 7.3万股 | +6,042股+8.25% | 加仓 |
| V先锋领航指数基金VOO |
| 3.54% | 2.83% | $3,482.6万 | 5.1万股 | $2,634.9万 | 4.4万股 | +6,612股+14.99% | 加仓 |
| IiShares安硕PICK |
| 3% | 3.09% | $2,945.5万 | 50.7万股 | $2,874.5万 | 50.8万股 | -1,419股-0.28% | 减仓 |
| V先锋领航国际股票指数基金VPL |
| 2.95% | 2.63% | $2,896.9万 | 25.0万股 | $2,447.2万 | 25.0万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 2.72% | 2.6% | $2,670.7万 | 44.7万股 | $2,418.3万 | 44.7万股 | +1股+0.00% | 加仓 |
| V先锋领航全球基金VDE |
| 2.58% | 3.04% | $2,539.6万 | 16.9万股 | $2,824.8万 | 16.3万股 | +5,914股+3.62% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.58% | 2.21% | $2,537.9万 | 7.2万股 | $2,060.4万 | 7.2万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VGK |
| 1.84% | 1.67% | $1,809.4万 | 20.4万股 | $1,551.5万 | 18.8万股 | +1.6万股+8.58% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 1.53% | 1.46% | $1,505.5万 | 38.8万股 | $1,360.8万 | 38.8万股 | -255股-0.07% | 减仓 |
南方铜业SCCO |
| 1.49% | 1.74% | $1,466.8万 | 8.4万股 | $1,617.9万 | 9.4万股 | -9,862股-10.49% | 减仓 |
Tc Energy Corp COMMONTRP |
| 1.48% | 1.75% | $1,456.7万 | 21.9万股 | $1,631.0万 | 25.8万股 | -3.9万股-14.97% | 减仓 |
| S嘉信·USSCHP |
| 1.48% | 1.66% | $1,452.6万 | 54.8万股 | $1,544.9万 | 58.1万股 | -3.2万股-5.58% | 减仓 |
安桥ENB |
| 1.41% | 1.8% | $1,381.7万 | 25.5万股 | $1,674.9万 | 30.9万股 | -5.4万股-17.61% | 减仓 |
| R力拓BBP |
| 1.4% | 1.45% | $1,371.3万 | 14.4万股 | $1,351.2万 | 14.5万股 | -375股-0.26% | 减仓 |
苹果AAPL |
| 1.29% | 1.2% | $1,272.6万 | 4.4万股 | $1,116.3万 | 4.4万股 | -8股-0.02% | 减仓 |
切尼尔能源LNG |
| 1.23% | 1.79% | $1,208.9万 | 5.1万股 | $1,665.2万 | 5.9万股 | -8,101股-13.80% | 减仓 |
威廉姆斯WMB |
| 1.14% | 1.3% | $1,121.0万 | 15.1万股 | $1,207.7万 | 16.6万股 | -1.5万股-9.13% | 减仓 |
亚马逊AMZN |
| 1.14% | 1.04% | $1,116.5万 | 4.7万股 | $964.4万 | 4.6万股 | +539股+1.16% | 加仓 |
CHUBB LIMITEDCB |
| 1.1% | 1.04% | $1,079.0万 | 3.2万股 | $970.5万 | 3.0万股 | +1,890股+6.35% | 加仓 |
| IiShares安硕信托STIP |
| 1.07% | 1.1% | $1,050.8万 | 10.3万股 | $1,024.2万 | 9.9万股 | +3,838股+3.88% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 1.07% | 1.09% | $1,050.6万 | 13.9万股 | $1,011.5万 | 13.4万股 | +5,113股+3.82% | 加仓 |
BHP BILLITON LIMITED SPONSORED ADSBHP |
| 1.07% | 0.98% | $1,048.2万 | 12.6万股 | $908.0万 | 12.5万股 | +983股+0.79% | 加仓 |
VALEVALE |
| 1.04% | 1.14% | $1,020.1万 | 67.8万股 | $1,058.9万 | 66.6万股 | +1.3万股+1.91% | 加仓 |
W.R.伯克利WRB |
| 0.96% | 0.61% | $939.8万 | 13.3万股 | $566.8万 | 8.6万股 | +4.8万股+55.82% | 加仓 |
微软MSFT |
| 0.93% | 0.88% | $911.5万 | 2.4万股 | $816.1万 | 2.2万股 | +2,391股+10.85% | 加仓 |
| DDimensional维度ETF信托DISV |
| 0.92% | 0.96% | $907.8万 | 22.6万股 | $893.4万 | 22.7万股 | -302股-0.13% | 减仓 |
| V先锋领航全球基金VPU |
| 0.88% | 0.91% | $861.9万 | 4.4万股 | $843.7万 | 4.3万股 | +1,456股+3.42% | 加仓 |
自由港麦克莫兰FCX |
| 0.88% | 0.85% | $861.2万 | 13.7万股 | $793.4万 | 13.5万股 | +1,960股+1.45% | 加仓 |
CREDIT ACCEP MICHCACC |
| 0.87% | 0.61% | $856.4万 | 1.3万股 | $569.6万 | 1.3万股 | 00.00% | 持仓不变 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.84% | 0.9% | $828.7万 | 34.3万股 | $837.8万 | 34.5万股 | -1,904股-0.55% | 减仓 |
雅保ALB |
| 0.78% | 1.14% | $764.5万 | 5.7万股 | $1,063.0万 | 5.9万股 | -2,592股-4.38% | 减仓 |
强生JNJ |
| 0.77% | 0.79% | $761.5万 | 3.0万股 | $733.0万 | 3.0万股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 0.77% | 0.95% | $753.6万 | 10.0万股 | $880.1万 | 10.0万股 | -34股-0.03% | 减仓 |
| V先锋领航全球基金VDC |
| 0.76% | 0.74% | $743.2万 | 3.3万股 | $684.6万 | 3.0万股 | +2,478股+8.13% | 加仓 |
Markel Group Inc.MKL |
| 0.74% | 0.77% | $728.1万 | 3,728股 | $713.6万 | 3,728股 | 00.00% | 持仓不变 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 0.69% | 0.86% | $682.0万 | 17.0万股 | $796.0万 | 17.0万股 | 00.00% | 持仓不变 |
Meta平台META |
| 0.68% | 0.74% | $668.9万 | 1.2万股 | $691.7万 | 1.2万股 | -216股-1.79% | 减仓 |
VisaV |
| 0.66% | 0.57% | $644.1万 | 1.9万股 | $528.3万 | 1.7万股 | +1,292股+7.39% | 加仓 |
英伟达NVDA |
| 0.6% | 0.27% | $586.1万 | 2.9万股 | $248.1万 | 1.4万股 | +1.5万股+105.94% | 加仓 |
| IiShares安硕信托IWV |
| 0.57% | 0.53% | $564.7万 | 1.3万股 | $490.9万 | 1.3万股 | 00.00% | 持仓不变 |
沃尔玛WMT |
| 0.57% | 0.7% | $562.1万 | 5.0万股 | $655.1万 | 5.3万股 | -3,089股-5.86% | 减仓 |
| IiShares安硕·S&PIUSG |
| 0.53% | 0.46% | $518.6万 | 2.8万股 | $427.7万 | 2.8万股 | 00.00% | 持仓不变 |
雪佛龙CVX |
| 0.52% | 0.69% | $515.3万 | 3.1万股 | $643.2万 | 3.1万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.52% | 0.49% | $512.6万 | 3.3万股 | $451.5万 | 3.3万股 | +15股+0.05% | 加仓 |
万事达MA |
| 0.51% | 0.52% | $497.0万 | 9,677股 | $483.5万 | 9,677股 | 00.00% | 持仓不变 |