| IiShares安硕·MSCI EAFE ETFEFA |
| 11.86% | 12.44% | $9,984.5万 | 96.1万股 | $9,638.1万 | 99.2万股 | -3.1万股-3.14% | 减仓 |
 应用材料AMAT |
| 5.17% | 2.9% | $4,349.5万 | 6.0万股 | $2,249.8万 | 6.6万股 | -5,664股-8.60% | 减仓 |
| V先锋领航·FSTEVWO |
| 3.94% | 4.02% | $3,319.2万 | 55.6万股 | $3,112.5万 | 57.6万股 | -2.0万股-3.44% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.75% | 3.27% | $3,155.1万 | 6.3万股 | $2,529.5万 | 5.3万股 | +1.0万股+19.45% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 3.47% | 3.49% | $2,923.1万 | 13.2万股 | $2,699.9万 | 14.2万股 | -1.0万股-7.20% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 3.43% | 3.68% | $2,890.5万 | 14.6万股 | $2,850.9万 | 15.5万股 | -8,425股-5.45% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 3.39% | 3.19% | $2,856.7万 | 7.3万股 | $2,472.1万 | 7.9万股 | -6,264股-7.95% | 减仓 |
| V先锋领航指数基金VOT |
| 3.36% | 3.27% | $2,830.0万 | 9.2万股 | $2,536.7万 | 9.9万股 | -6,175股-6.26% | 减仓 |
 摩根大通JPM |
| 3.29% | 2.78% | $2,772.6万 | 8.5万股 | $2,150.8万 | 7.3万股 | +1.2万股+15.85% | 加仓 |
 谷歌AGOOGL |
| 3.06% | 2.81% | $2,578.6万 | 7.2万股 | $2,178.5万 | 7.6万股 | -3,603股-4.76% | 减仓 |
 亚马逊AMZN |
| 3.03% | 3.03% | $2,554.9万 | 10.7万股 | $2,344.7万 | 11.3万股 | -5,383股-4.78% | 减仓 |
 苹果AAPL |
| 2.9% | 2.88% | $2,438.6万 | 8.4万股 | $2,230.3万 | 8.8万股 | -3,604股-4.10% | 减仓 |
 微软MSFT |
| 2.68% | 2.94% | $2,252.4万 | 6.0万股 | $2,278.1万 | 6.2万股 | -1,157股-1.88% | 减仓 |
| V先锋领航指数基金VOO |
| 2.18% | 1.45% | $1,836.3万 | 2.7万股 | $1,126.8万 | 1.9万股 | +7,880股+41.79% | 加仓 |
 强生JNJ |
| 2.16% | 3.26% | $1,816.6万 | 7.2万股 | $2,522.6万 | 10.3万股 | -3.2万股-30.69% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 1.87% | 1.85% | $1,572.6万 | 21股 | $1,436.3万 | 20股 | +1股+5.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.68% | 1.62% | $1,415.2万 | 4.0万股 | $1,257.6万 | 4.4万股 | -3,788股-8.64% | 减仓 |
 沃尔玛WMT |
| 1.66% | 2.05% | $1,399.6万 | 12.4万股 | $1,586.4万 | 12.8万股 | -4,074股-3.19% | 减仓 |
 美国运通AXP |
| 1.47% | 1.48% | $1,237.7万 | 3.7万股 | $1,145.4万 | 3.8万股 | -1,278股-3.37% | 减仓 |
 联合健康UNH |
| 1.43% | 1.08% | $1,199.9万 | 2.9万股 | $834.2万 | 3.1万股 | -1,960股-6.36% | 减仓 |
 家得宝HD |
| 1.28% | 1.22% | $1,077.7万 | 3.1万股 | $948.8万 | 2.9万股 | +1,709股+5.92% | 加仓 |
 百事可乐PEP |
| 1.2% | 1.49% | $1,011.2万 | 7.5万股 | $1,156.5万 | 7.4万股 | +208股+0.28% | 加仓 |
 辉瑞PFE |
| 1.19% | 1.47% | $1,003.9万 | 41.7万股 | $1,135.9万 | 40.5万股 | +1.2万股+3.05% | 加仓 |
 迪尔DE |
| 1.13% | 1.12% | $950.6万 | 1.5万股 | $865.7万 | 1.5万股 | -383股-2.49% | 减仓 |
 WASTE MGMT DELWM |
| 1.12% | 1.25% | $946.3万 | 4.2万股 | $966.1万 | 4.2万股 | +413股+0.98% | 加仓 |
 好市多COST |
| 1.06% | 1.27% | $890.7万 | 9,521股 | $984.5万 | 9,880股 | -359股-3.63% | 减仓 |
 星巴克SBUX |
| 0.93% | 0.9% | $786.5万 | 7.7万股 | $700.1万 | 7.8万股 | -1,183股-1.51% | 减仓 |
 英伟达NVDA |
| 0.88% | 0.23% | $743.1万 | 3.7万股 | $174.9万 | 1.0万股 | +2.7万股+270.25% | 加仓 |
 通用动力GD |
| 0.88% | 0.95% | $740.5万 | 2.1万股 | $732.1万 | 2.1万股 | -427股-2.00% | 减仓 |
 雪佛龙CVX |
| 0.83% | 1.18% | $701.8万 | 4.2万股 | $911.8万 | 4.4万股 | -1,732股-3.93% | 减仓 |
 耐克NKE |
| 0.82% | 1.04% | $687.1万 | 16.7万股 | $805.0万 | 15.2万股 | +1.5万股+9.83% | 加仓 |
| BBANK OF AMERBAC |
| 0.81% | 0.09% | $678.5万 | 11.9万股 | $69.7万 | 1.4万股 | +10.5万股+733.15% | 加仓 |
| G通用动力VTI |
| 0.78% | 0.78% | $656.8万 | 1.8万股 | $600.9万 | 1.9万股 | -981股-5.24% | 减仓 |
 ServiceNowNOW |
| 0.76% | 0.75% | $640.5万 | 6.5万股 | $580.6万 | 5.6万股 | +8,981股+16.17% | 加仓 |
 IDEXX LABS COMIDXX |
| 0.74% | 0.85% | $620.0万 | 1.2万股 | $656.9万 | 1.2万股 | +87股+0.74% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.7% | 1.02% | $585.5万 | 1.1万股 | $792.6万 | 1.2万股 | -122股-1.05% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.66% | 0.65% | $559.2万 | 6.5万股 | $504.2万 | 6.5万股 | +30股+0.05% | 加仓 |
 VERISK ANALYTICS COMVRSK |
| 0.61% | 0.67% | $514.4万 | 2.9万股 | $518.5万 | 2.7万股 | +1,326股+4.85% | 加仓 |
 GE VernovaGEV |
| 0.59% | 0.48% | $500.4万 | 4,259股 | $371.5万 | 4,256股 | +3股+0.07% | 加仓 |
| V先锋领航指数基金VUG |
| 0.55% | 0.5% | $461.5万 | 5.4万股 | $390.4万 | 8,939股 | +4.5万股+499.28% | 加仓 |
 赛富时CRM |
| 0.53% | 0.78% | $448.5万 | 2.9万股 | $605.4万 | 3.2万股 | -3,803股-11.73% | 减仓 |
 礼来LLY |
| 0.47% | 0.27% | $398.3万 | 3,321股 | $205.9万 | 2,238股 | +1,083股+48.39% | 加仓 |
| V先锋领航指数基金VTV |
| 0.45% | 0.44% | $377.3万 | 1.7万股 | $341.0万 | 1.7万股 | -65股-0.37% | 减仓 |
| FFASTENAL COMFAST |
| 0.44% | 0.45% | $370.6万 | 7.7万股 | $348.7万 | 7.5万股 | +2,017股+2.68% | 加仓 |
 GeneracGNRC |
| 0.43% | 0.31% | $362.4万 | 1.2万股 | $241.7万 | 1.2万股 | 00.00% | 持仓不变 |
 罗克韦尔自动化ROK |
| 0.38% | 0.3% | $323.6万 | 6,537股 | $234.6万 | 6,535股 | +2股+0.03% | 加仓 |
 霍尼韦尔HON |
| 0.38% | 0.86% | $321.7万 | 1.4万股 | $665.3万 | 2.9万股 | -1.5万股-51.18% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.38% | — | $317.7万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 TransDigmTDG |
| 0.37% | 0.35% | $309.7万 | 2,325股 | $269.5万 | 2,325股 | 00.00% | 持仓不变 |
 艺康ECL |
| 0.35% | 0.37% | $296.5万 | 1.1万股 | $282.9万 | 1.1万股 | +4股+0.04% | 加仓 |
