| V先锋领航全球基金MGV |
| 10.7% | 10.68% | $3,581.0万 | 21.9万股 | $3,196.7万 | 22.1万股 | -1,454股-0.66% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 10.27% | 9.63% | $3,437.7万 | 39.1万股 | $2,882.4万 | 7.8万股 | +31.3万股+398.51% | 加仓 |
| V先锋领航指数基金VBK |
| 9.4% | 8.87% | $3,148.0万 | 8.6万股 | $2,653.0万 | 8.8万股 | -1,694股-1.93% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 9.09% | 9.43% | $3,043.3万 | 15.4万股 | $2,820.8万 | 15.3万股 | +937股+0.61% | 加仓 |
| V先锋领航指数基金VOT |
| 9.05% | 8.41% | $3,029.8万 | 9.9万股 | $2,517.6万 | 9.8万股 | +1,088股+1.11% | 加仓 |
| V先锋领航·SMALLVBR |
| 9.04% | 9.1% | $3,025.7万 | 12.5万股 | $2,722.5万 | 12.5万股 | -796股-0.64% | 减仓 |
| V先锋领航·TOTALBND |
| 8.63% | 9.57% | $2,890.3万 | 39.4万股 | $2,864.2万 | 38.9万股 | +4,767股+1.23% | 加仓 |
 苹果AAPL |
| 2.05% | 2.14% | $686.6万 | 2.4万股 | $641.0万 | 2.5万股 | -1,529股-6.05% | 减仓 |
| BBARINGS CORPORATE INVSMCI |
| 2.03% | 2.18% | $679.6万 | 38.7万股 | $650.9万 | 37.8万股 | +9,458股+2.51% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 1.93% | 1.87% | $647.0万 | 5.6万股 | $560.5万 | 5.7万股 | -1,428股-2.49% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.83% | 1.86% | $613.5万 | 10.3万股 | $557.4万 | 10.3万股 | -340股-0.33% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.79% | 2.12% | $600.6万 | 6.0万股 | $634.1万 | 6.3万股 | -3,466股-5.50% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 1.79% | 1.85% | $600.0万 | 6.8万股 | $554.5万 | 6.7万股 | +503股+0.75% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.73% | 1.69% | $578.5万 | 7,747股 | $506.1万 | 7,782股 | -35股-0.45% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.47% | 1.6% | $491.2万 | 6.3万股 | $478.6万 | 6.1万股 | +2,010股+3.29% | 加仓 |
| PPIMCO太平洋投资管理ETFHYS |
| 1.21% | 1.34% | $405.9万 | 4.3万股 | $400.1万 | 4.3万股 | +500股+1.17% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.86% | 0.82% | $288.0万 | 1.3万股 | $245.9万 | 1.3万股 | +53股+0.41% | 加仓 |
 应用材料AMAT |
| 0.82% | 0.46% | $275.0万 | 3,803股 | $136.3万 | 3,988股 | -185股-4.64% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.75% | 0.82% | $252.7万 | 5,050股 | $244.4万 | 5,100股 | -50股-0.98% | 减仓 |
 摩根大通JPM |
| 0.72% | 0.74% | $240.9万 | 7,361股 | $221.7万 | 7,535股 | -174股-2.31% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.7% | 0.32% | $235.4万 | 5,455股 | $95.7万 | 5,830股 | -375股-6.43% | 减仓 |
| IiShares安硕信托IWS |
| 0.68% | 0.66% | $228.3万 | 1.4万股 | $198.2万 | 1.4万股 | +277股+2.04% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.67% | 0.72% | $224.7万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
| PPLANET LABS PBC CLASS APL |
| 0.59% | 0.65% | $198.8万 | 6.0万股 | $195.7万 | 7.0万股 | -1.0万股-14.29% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.56% | 0.54% | $186.8万 | 1.5万股 | $160.4万 | 3,761股 | +1.1万股+300.03% | 加仓 |
| V先锋领航指数基金VOO |
| 0.54% | 0.52% | $179.7万 | 2,617股 | $156.4万 | 2,617股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.53% | 0.52% | $177.4万 | 6.7万股 | $155.1万 | 5.9万股 | +7,670股+12.95% | 加仓 |
| IiShares安硕信托IWD |
| 0.49% | 0.49% | $165.0万 | 6,806股 | $145.4万 | 6,805股 | +1股+0.01% | 加仓 |
 亚马逊AMZN |
| 0.47% | 0.49% | $158.3万 | 6,642股 | $146.7万 | 7,042股 | -400股-5.68% | 减仓 |
 微软MSFT |
| 0.41% | 0.53% | $136.2万 | 3,652股 | $157.9万 | 4,266股 | -614股-14.39% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.4% | 0.46% | $134.7万 | 1.7万股 | $138.3万 | 1.7万股 | -400股-2.29% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.4% | 0.4% | $133.3万 | 9,102股 | $119.2万 | 9,301股 | -199股-2.14% | 减仓 |
 台积电TSM |
| 0.36% | — | $121.8万 | 2,550股 | $0 | 0股 | +2,550股 | 新买入 |
 CARLISLE COSCSL |
| 0.33% | 0.32% | $112.0万 | 3,089股 | $97.0万 | 2,909股 | +180股+6.19% | 加仓 |
 ZOETIS CL AZTS |
| 0.33% | 0.33% | $109.7万 | 1.5万股 | $99.4万 | 8,406股 | +6,862股+81.63% | 加仓 |
 联邦快递FDX |
| 0.32% | 0.37% | $108.2万 | 3,457股 | $109.6万 | 3,077股 | +380股+12.35% | 加仓 |
 哈勃HUBB |
| 0.3% | 0.28% | $100.3万 | 1,916股 | $83.5万 | 1,701股 | +215股+12.64% | 加仓 |
 ADPADP |
| 0.29% | 0.28% | $98.1万 | 4,379股 | $83.1万 | 4,089股 | +290股+7.09% | 加仓 |
 Truist金融TFC |
| 0.29% | 0.31% | $97.4万 | 2.0万股 | $94.0万 | 2.0万股 | -895股-4.38% | 减仓 |
| IiShares安硕信托DVY |
| 0.29% | 0.31% | $96.4万 | 6,167股 | $93.3万 | 6,165股 | +2股+0.03% | 加仓 |
 ILLINOIS TOOLITW |
| 0.28% | 0.26% | $93.8万 | 3,467股 | $77.6万 | 2,982股 | +485股+16.26% | 加仓 |
 AMGEN COMAMGN |
| 0.27% | 0.3% | $90.4万 | 2,496股 | $88.5万 | 2,516股 | -20股-0.79% | 减仓 |
| WWATSCOWSO |
| 0.27% | 0.28% | $90.0万 | 2,160股 | $83.5万 | 2,294股 | -134股-5.84% | 减仓 |
 BroadridgeBR |
| 0.26% | 0.27% | $86.7万 | 6,328股 | $81.3万 | 5,003股 | +1,325股+26.48% | 加仓 |
 GRACOGGG |
| 0.25% | 0.24% | $84.2万 | 1.1万股 | $72.0万 | 8,506股 | +2,626股+30.87% | 加仓 |
| CCAPITAL EQUITY ETF TRCGCV |
| 0.25% | 0.19% | $82.9万 | 2.7万股 | $56.8万 | 2.1万股 | +5,595股+26.36% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.24% | 0.27% | $81.6万 | 1.6万股 | $81.6万 | 1.6万股 | 00.00% | 持仓不变 |
| C资本集团成长ETFCGGR |
| 0.24% | 0.17% | $80.3万 | 1.7万股 | $52.0万 | 1.3万股 | +4,080股+31.55% | 加仓 |
 英伟达NVDA |
| 0.22% | 0.21% | $74.2万 | 3,708股 | $63.3万 | 3,628股 | +80股+2.21% | 加仓 |
 英特尔INTC |
| 0.21% | 0.07% | $69.8万 | 5,000股 | $22.1万 | 5,000股 | 00.00% | 持仓不变 |
