| V先锋领航指数基金VTV |
| 7.58% | 7.44% | $4,709.5万 | 21.6万股 | $4,169.3万 | 21.3万股 | +3,600股+1.69% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 7.23% | 7.45% | $4,497.1万 | 186.3万股 | $4,171.6万 | 171.9万股 | +14.4万股+8.38% | 加仓 |
| S嘉信策略信托SCHR |
| 7.09% | 7.23% | $4,409.4万 | 178.8万股 | $4,047.7万 | 162.5万股 | +16.3万股+10.04% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 6.36% | 5.96% | $3,954.2万 | 116.9万股 | $3,338.7万 | 114.6万股 | +2.2万股+1.95% | 加仓 |
| S嘉信策略信托SCHF |
| 4.05% | 3.93% | $2,516.8万 | 90.9万股 | $2,200.7万 | 88.9万股 | +1.9万股+2.18% | 加仓 |
 苹果AAPL |
| 3.71% | 4.02% | $2,307.5万 | 8.0万股 | $2,250.1万 | 8.9万股 | -8,913股-10.05% | 减仓 |
| SSPDR道富系列信托SPTL |
| 3.04% | 2.99% | $1,889.6万 | 72.0万股 | $1,674.4万 | 63.7万股 | +8.4万股+13.15% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 2.74% | 2.45% | $1,702.9万 | 16.6万股 | $1,371.4万 | 17.4万股 | -7,878股-4.52% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.42% | 2.43% | $1,503.6万 | 18.2万股 | $1,363.3万 | 16.5万股 | +1.7万股+10.42% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 2.32% | 2.39% | $1,440.3万 | 30.8万股 | $1,338.5万 | 28.5万股 | +2.3万股+7.93% | 加仓 |
 谷歌AGOOGL |
| 2.12% | 1.89% | $1,317.2万 | 3.7万股 | $1,061.0万 | 3.7万股 | -38股-0.10% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.88% | 1.8% | $1,166.4万 | 9.4万股 | $1,009.8万 | 2.4万股 | +7.0万股+296.64% | 加仓 |
 默沙东MRK |
| 1.79% | 1.88% | $1,112.5万 | 8.7万股 | $1,051.4万 | 8.7万股 | -823股-0.94% | 减仓 |
| IiShares安硕信托STIP |
| 1.72% | — | $1,066.6万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
| SSPDR道富系列信托XAR |
| 1.54% | 1.55% | $954.6万 | 3.4万股 | $865.6万 | 3.4万股 | -445股-1.31% | 减仓 |
 亚马逊AMZN |
| 1.47% | 1.41% | $911.1万 | 3.8万股 | $789.6万 | 3.8万股 | +314股+0.83% | 加仓 |
| IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF |
| 1.46% | 1.39% | $910.1万 | 10.2万股 | $777.8万 | 10.3万股 | -940股-0.91% | 减仓 |
 微软MSFT |
| 1.31% | 1.38% | $811.4万 | 2.2万股 | $774.1万 | 2.1万股 | +839股+4.01% | 加仓 |
| IIBMIBM |
| 1.26% | 1.21% | $785.1万 | 2.8万股 | $675.2万 | 2.8万股 | +64股+0.23% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.22% | 1.13% | $755.5万 | 2.1万股 | $631.8万 | 2.2万股 | -644股-2.92% | 减仓 |
 英伟达NVDA |
| 1.19% | 1.17% | $741.0万 | 3.7万股 | $653.5万 | 3.7万股 | -440股-1.17% | 减仓 |
 卡特彼勒CAT |
| 1.17% | 0.88% | $728.2万 | 6,838股 | $495.1万 | 6,988股 | -150股-2.15% | 减仓 |
 雪佛龙CVX |
| 1.15% | 1.67% | $718.0万 | 4.3万股 | $933.5万 | 4.5万股 | -1,807股-4.00% | 减仓 |
| IiShares安硕信托IVV |
| 1.07% | 1.1% | $665.8万 | 8,890股 | $616.8万 | 9,443股 | -553股-5.86% | 减仓 |
 台积电TSM |
| 0.95% | 0.76% | $592.6万 | 1.2万股 | $424.2万 | 1.3万股 | -143股-1.14% | 减仓 |
| SSPDR行业精选信托XLRE |
| 0.91% | 0.88% | $566.4万 | 12.9万股 | $495.0万 | 12.1万股 | +7,405股+6.11% | 加仓 |
| S嘉信策略信托SCHD |
| 0.9% | 0.93% | $556.6万 | 17.6万股 | $522.5万 | 17.0万股 | +5,215股+3.06% | 加仓 |
 埃克森美孚XOM |
| 0.88% | 1.26% | $548.1万 | 4.0万股 | $704.9万 | 4.2万股 | -1,462股-3.52% | 减仓 |
 摩根大通JPM |
| 0.85% | 0.85% | $527.8万 | 1.6万股 | $474.5万 | 1.6万股 | -5股-0.03% | 减仓 |
 PALO ALTOPANW |
| 0.77% | 0.26% | $478.8万 | 1.4万股 | $145.3万 | 9,066股 | +4,973股+54.85% | 加仓 |
 安桥ENB |
| 0.77% | 0.87% | $478.6万 | 8.8万股 | $489.3万 | 9.0万股 | -2,100股-2.32% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.73% | 0.74% | $455.1万 | 1.9万股 | $413.6万 | 1.9万股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 0.69% | 0.71% | $431.6万 | 5.5万股 | $397.7万 | 5.1万股 | +4,678股+9.22% | 加仓 |
 Meta平台META |
| 0.69% | 0.78% | $426.9万 | 7,579股 | $438.9万 | 7,672股 | -93股-1.21% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.66% | 0.75% | $409.7万 | 11.1万股 | $421.8万 | 11.1万股 | 00.00% | 持仓不变 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.65% | 0.68% | $404.3万 | 5.3万股 | $383.5万 | 5.1万股 | +2,728股+5.38% | 加仓 |
| IiShares安硕信托ITOT |
| 0.61% | 0.61% | $380.6万 | 2.3万股 | $339.0万 | 2.4万股 | -713股-2.97% | 减仓 |
 沃尔玛WMT |
| 0.59% | 0.74% | $369.9万 | 3.3万股 | $412.5万 | 3.3万股 | -538股-1.62% | 减仓 |
 强生JNJ |
| 0.55% | 0.6% | $340.4万 | 1.3万股 | $336.3万 | 1.4万股 | -354股-2.57% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.48% | 0.46% | $299.2万 | 3.6万股 | $258.7万 | 3.6万股 | -37股-0.10% | 减仓 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 0.46% | 0.46% | $285.1万 | 2.8万股 | $257.8万 | 2.6万股 | +2,324股+8.93% | 加仓 |
| IiShares安硕·COREIJH |
| 0.44% | 0.47% | $274.6万 | 3.6万股 | $264.1万 | 3.9万股 | -3,498股-8.95% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.42% | 0.58% | $260.3万 | 5,201股 | $326.1万 | 6,806股 | -1,605股-23.58% | 减仓 |
| G通用动力VTI |
| 0.42% | 0.4% | $260.2万 | 7,031股 | $224.7万 | 7,003股 | +28股+0.40% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.4% | 0.41% | $251.5万 | 1.4万股 | $227.9万 | 1.4万股 | +119股+0.86% | 加仓 |
| V先锋领航·MIDVO |
| 0.4% | 0.41% | $248.5万 | 3.1万股 | $230.6万 | 8,030股 | +2.3万股+284.07% | 加仓 |
 好市多COST |
| 0.39% | 0.43% | $244.8万 | 2,617股 | $240.8万 | 2,417股 | +200股+8.27% | 加仓 |
| BBANK OF AMERBAC |
| 0.38% | 0.38% | $238.7万 | 4.2万股 | $215.4万 | 4.4万股 | -2,297股-5.20% | 减仓 |
| AABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFGLTR |
| 0.36% | 0.49% | $223.4万 | 1.2万股 | $274.1万 | 1.3万股 | -200股-1.60% | 减仓 |
 思科CSCO |
| 0.36% | 0.26% | $222.0万 | 1.9万股 | $146.7万 | 1.9万股 | 00.00% | 持仓不变 |
