| V先锋领航指数基金VOO |
| 16.82% | 17.32% | $7,437.5万 | 10.8万股 | $7,269.0万 | 11.2万股 | -3,324股-2.98% | 减仓 |
| IiShares安硕信托REZ |
| 10.23% | 10.05% | $4,524.6万 | 47.8万股 | $4,219.4万 | 47.8万股 | -490股-0.10% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 8.51% | 8.6% | $3,763.1万 | 9.2万股 | $3,611.4万 | 9.3万股 | -1,199股-1.29% | 减仓 |
| V先锋领航债券指数基金BIV |
| 8.48% | 9.08% | $3,750.5万 | 48.9万股 | $3,808.9万 | 49.3万股 | -3,764股-0.76% | 减仓 |
| V先锋领航·FTSEVEA |
| 8.19% | 4.33% | $3,619.9万 | 50.8万股 | $1,818.2万 | 26.9万股 | +23.9万股+89.15% | 加仓 |
 哈勃HUBB |
| 2.49% | 2.85% | $1,100.4万 | 2.1万股 | $1,197.6万 | 2.1万股 | -435股-2.03% | 减仓 |
 强生JNJ |
| 2.49% | 2.46% | $1,099.3万 | 4.3万股 | $1,034.3万 | 4.5万股 | -1,559股-3.48% | 减仓 |
 雷神技术RTX |
| 2.43% | 2.46% | $1,076.0万 | 5.7万股 | $1,033.1万 | 5.8万股 | -908股-1.58% | 减仓 |
 诺华NVS |
| 2.25% | 2.29% | $993.8万 | 6.3万股 | $960.0万 | 6.5万股 | -1,678股-2.58% | 减仓 |
 ExpediaEXPE |
| 2.23% | 2.21% | $987.8万 | 6.1万股 | $928.1万 | 6.2万股 | -1,368股-2.21% | 减仓 |
 埃克森美孚XOM |
| 2.22% | 2.59% | $981.9万 | 7.2万股 | $1,088.8万 | 7.2万股 | -511股-0.71% | 减仓 |
 VisaV |
| 2.17% | 2.07% | $959.8万 | 2.8万股 | $867.3万 | 2.8万股 | -102股-0.36% | 减仓 |
| WWEC ENERGY COMIDU |
| 2.11% | 2.22% | $935.2万 | 8.0万股 | $931.2万 | 8.1万股 | -488股-0.61% | 减仓 |
 加拿大国家铁路CNI |
| 2% | 2.02% | $885.4万 | 7.4万股 | $849.7万 | 7.5万股 | -251股-0.34% | 减仓 |
 微软MSFT |
| 1.93% | 2.27% | $853.2万 | 2.3万股 | $951.9万 | 2.3万股 | -21股-0.09% | 减仓 |
 PUBLIC STORAGE COMPSA |
| 1.91% | 1.98% | $845.9万 | 2.7万股 | $831.7万 | 2.7万股 | -186股-0.70% | 减仓 |
 空气化工APD |
| 1.91% | 2.1% | $845.6万 | 2.9万股 | $879.5万 | 2.9万股 | -121股-0.42% | 减仓 |
 宝洁PG |
| 1.71% | 1.75% | $757.8万 | 5.2万股 | $734.4万 | 5.0万股 | +1,280股+2.54% | 加仓 |
 史赛克SYK |
| 1.69% | — | $748.6万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 HOULIHAN LOKEYHLI |
| 1.62% | 2% | $717.4万 | 5.3万股 | $838.3万 | 5.3万股 | +520股+0.98% | 加仓 |
 百事可乐PEP |
| 1.58% | 1.91% | $698.1万 | 5.2万股 | $802.5万 | 5.2万股 | +13股+0.03% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.56% | 1.65% | $691.1万 | 4.1万股 | $693.0万 | 4.0万股 | +1,643股+4.13% | 加仓 |
 美敦力MDT |
| 1.52% | 1.69% | $672.3万 | 8.6万股 | $710.9万 | 8.5万股 | +1,098股+1.29% | 加仓 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 1.33% | 1.29% | $589.0万 | 4.5万股 | $542.1万 | 4.1万股 | +4,306股+10.63% | 加仓 |
| IiShares安硕信托IVV |
| 1.23% | 1.25% | $542.2万 | 7,239股 | $524.2万 | 7,364股 | -125股-1.70% | 减仓 |
 康菲石油COP |
| 1.05% | 1.22% | $466.3万 | 4.5万股 | $512.1万 | 4.1万股 | +3,679股+8.93% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.03% | 0.99% | $455.2万 | 1.5万股 | $417.4万 | 1.5万股 | 00.00% | 持仓不变 |
 埃森哲ACN |
| 0.96% | 1.34% | $425.5万 | 3.4万股 | $560.8万 | 3.1万股 | +2,737股+8.70% | 加仓 |
 Phillips 66PSX |
| 0.92% | 0.92% | $408.3万 | 2.4万股 | $385.4万 | 2.4万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.69% | 0.69% | $305.8万 | 1.1万股 | $289.0万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 0.68% | 0.68% | $301.6万 | 8,770股 | $285.7万 | 8,770股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.6% | 0.59% | $264.0万 | 1.8万股 | $246.9万 | 1.8万股 | -410股-2.25% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.45% | 0.45% | $197.8万 | 1.6万股 | $188.4万 | 3,982股 | +1.2万股+300.08% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.34% | 0.35% | $149.3万 | 1.4万股 | $145.5万 | 1.4万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.24% | 0.3% | $107.4万 | 9,483股 | $125.2万 | 9,483股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.23% | 0.23% | $101.4万 | 3,345股 | $94.7万 | 3,345股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.22% | 0.21% | $96.8万 | 1.4万股 | $88.3万 | 1.4万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.21% | 0.22% | $92.5万 | 4,624股 | $92.3万 | 4,624股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.21% | 0.21% | $90.8万 | 2,540股 | $86.1万 | 2,540股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.19% | 0.2% | $82.9万 | 8,595股 | $82.1万 | 8,595股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.16% | 0.13% | $71.2万 | 594股 | $54.5万 | 594股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.13% | 0.06% | $58.1万 | 503股 | $24.2万 | 503股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.13% | 0.12% | $55.4万 | 6,038股 | $50.6万 | 6,038股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.12% | 0.1% | $54.1万 | 2,151股 | $43.2万 | 2,151股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.12% | 0.1% | $53.2万 | 500股 | $41.8万 | 500股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.1% | 0.11% | $42.0万 | 1,763股 | $45.0万 | 1,763股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.09% | 0.08% | $42.0万 | 1,124股 | $31.7万 | 1,124股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VSS |
| 0.08% | 0.09% | $36.1万 | 2,337股 | $36.4万 | 2,337股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.08% | 0.08% | $36.0万 | 1,485股 | $33.8万 | 1,485股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.07% | 0.08% | $32.9万 | 280股 | $32.2万 | 280股 | 00.00% | 持仓不变 |
