| S嘉信策略信托SCHD |
| 7.45% | 7.99% | $5,934.2万 | 187.1万股 | $5,573.4万 | 181.7万股 | +5.5万股+3.02% | 加仓 |
| V先锋领航·HEALTHVHT |
| 6.79% | 6.7% | $5,410.3万 | 18.1万股 | $4,676.1万 | 17.2万股 | +9,234股+5.38% | 加仓 |
 微软MSFT |
| 3.19% | 3.51% | $2,541.2万 | 6.8万股 | $2,448.4万 | 6.6万股 | +1,984股+3.00% | 加仓 |
 摩根大通JPM |
| 2.9% | 2.93% | $2,312.8万 | 7.1万股 | $2,044.9万 | 7.0万股 | +1,139股+1.64% | 加仓 |
 卡特彼勒CAT |
| 2.69% | 3.93% | $2,138.6万 | 2.0万股 | $2,744.3万 | 3.9万股 | -1.9万股-48.15% | 减仓 |
| V先锋领航债券指数基金BSV |
| 2.68% | — | $2,134.7万 | 27.4万股 | $0 | 0股 | +27.4万股 | 新买入 |
 道富·CORP COMSTT |
| 2.61% | 2.32% | $2,081.8万 | 12.3万股 | $1,620.2万 | 12.8万股 | -5,275股-4.12% | 减仓 |
 高盛GS |
| 2.61% | 2.52% | $2,078.3万 | 2.1万股 | $1,757.2万 | 2.1万股 | -222股-1.07% | 减仓 |
 强生JNJ |
| 2.42% | 2.61% | $1,929.6万 | 7.6万股 | $1,820.7万 | 7.4万股 | +1,495股+2.01% | 加仓 |
 雷神技术RTX |
| 2.41% | 2.74% | $1,919.8万 | 10.1万股 | $1,907.7万 | 9.9万股 | +2,290股+2.32% | 加仓 |
 迪尔DE |
| 2.4% | 2.38% | $1,909.8万 | 3.0万股 | $1,658.5万 | 2.9万股 | +665股+2.26% | 加仓 |
| BBANK OF AMERBAC |
| 2.39% | 2.28% | $1,903.5万 | 33.4万股 | $1,592.5万 | 32.7万股 | +7,383股+2.26% | 加仓 |
| AAAONAAON |
| 2.39% | 1.9% | $1,899.9万 | 15.0万股 | $1,324.3万 | 16.0万股 | -1.0万股-6.42% | 减仓 |
| V先锋领航全球基金VPU |
| 2.25% | 2.55% | $1,791.8万 | 9.2万股 | $1,775.6万 | 9.0万股 | +1,934股+2.16% | 加仓 |
 埃克森美孚XOM |
| 2.2% | 3.08% | $1,753.7万 | 12.8万股 | $2,144.6万 | 12.6万股 | +1,860股+1.47% | 加仓 |
 WELLS FARGO NEWWFC |
| 2.18% | 2.31% | $1,735.1万 | 21.0万股 | $1,613.6万 | 20.3万股 | +7,268股+3.59% | 加仓 |
 美国合众银行USB |
| 2.12% | 2.03% | $1,686.6万 | 27.9万股 | $1,417.0万 | 27.2万股 | +6,785股+2.49% | 加仓 |
 壳牌SHEL |
| 1.99% | 2.67% | $1,584.5万 | 20.4万股 | $1,861.8万 | 20.0万股 | +4,154股+2.08% | 加仓 |
 雪佛龙CVX |
| 1.96% | 2.72% | $1,557.3万 | 9.4万股 | $1,898.7万 | 9.2万股 | +2,177股+2.37% | 加仓 |
 联邦快递FDX |
| 1.94% | 2.5% | $1,542.4万 | 4.9万股 | $1,745.5万 | 4.9万股 | +251股+0.51% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 1.91% | 1.7% | $1,519.9万 | 17.2万股 | $1,182.1万 | 14.3万股 | +2.8万股+19.70% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.88% | 2.49% | $1,497.5万 | 19.3万股 | $1,738.5万 | 19.1万股 | +1,496股+0.78% | 加仓 |
 3M COMMMM |
| 1.84% | 1.81% | $1,466.6万 | 9.1万股 | $1,263.5万 | 8.7万股 | +3,581股+4.12% | 加仓 |
 LOWES COS COMLOW |
| 1.84% | 2.12% | $1,463.8万 | 6.6万股 | $1,476.6万 | 6.2万股 | +3,895股+6.23% | 加仓 |
 SYSCO COMSYY |
| 1.81% | 1.66% | $1,442.7万 | 17.3万股 | $1,159.7万 | 16.3万股 | +1.0万股+6.17% | 加仓 |
 苹果AAPL |
| 1.73% | 1.75% | $1,377.1万 | 4.8万股 | $1,223.1万 | 4.8万股 | -605股-1.26% | 减仓 |
 TARGET COMTGT |
| 1.72% | 1.74% | $1,369.4万 | 10.5万股 | $1,216.3万 | 10.0万股 | +4,498股+4.48% | 加仓 |
 宝洁PG |
| 1.68% | 1.76% | $1,341.3万 | 9.1万股 | $1,230.7万 | 8.5万股 | +6,265股+7.35% | 加仓 |
 REALTY INCOME COMO |
| 1.68% | 1.73% | $1,337.6万 | 21.6万股 | $1,209.7万 | 19.8万股 | +1.8万股+9.18% | 加仓 |
| AAMRIZE SHSAMRZ |
| 1.61% | 1.77% | $1,281.6万 | 24.0万股 | $1,233.9万 | 22.0万股 | +2.0万股+9.16% | 加仓 |
 洛克希德马丁LMT |
| 1.6% | 2.07% | $1,271.8万 | 2.5万股 | $1,446.1万 | 2.4万股 | +1,036股+4.33% | 加仓 |
 金佰利KMB |
| 1.57% | 1.42% | $1,252.2万 | 11.4万股 | $988.9万 | 10.3万股 | +1.2万股+11.29% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.52% | — | $1,212.4万 | 15.3万股 | $0 | 0股 | +15.3万股 | 新买入 |
 Genuine Parts Co ComGPC |
| 1.52% | 1.38% | $1,208.9万 | 10.2万股 | $959.0万 | 9.1万股 | +1.2万股+12.99% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.5% | — | $1,192.5万 | 15.5万股 | $0 | 0股 | +15.5万股 | 新买入 |
 百事可乐PEP |
| 1.47% | 1.81% | $1,173.4万 | 8.7万股 | $1,262.8万 | 8.1万股 | +5,345股+6.57% | 加仓 |
 美敦力MDT |
| 1.46% | 1.68% | $1,159.9万 | 14.8万股 | $1,175.0万 | 13.6万股 | +1.3万股+9.34% | 加仓 |
 雅培ABT |
| 1.4% | 1.55% | $1,116.8万 | 12.3万股 | $1,081.3万 | 10.5万股 | +1.8万股+16.86% | 加仓 |
 波音BA |
| 1.38% | 0.05% | $1,102.2万 | 5.1万股 | $36.5万 | 1,834股 | +4.9万股+2,676.28% | 加仓 |
 辉瑞PFE |
| 1.36% | 1.63% | $1,082.1万 | 44.9万股 | $1,134.8万 | 40.4万股 | +4.5万股+11.19% | 加仓 |
 OTIS WORLDWIDEOTIS |
| 1.35% | 1.47% | $1,077.8万 | 15.1万股 | $1,025.0万 | 13.3万股 | +1.8万股+13.20% | 加仓 |
 DIAGEO SPON ADR NEWDEO |
| 1.25% | 1.21% | $995.7万 | 12.4万股 | $844.4万 | 11.3万股 | +1.0万股+9.21% | 加仓 |
| G通用动力VTI |
| 1.02% | 1% | $809.4万 | 2.2万股 | $700.3万 | 2.2万股 | +43股+0.20% | 加仓 |
| IiShares安硕PICK |
| 0.51% | 0.57% | $407.7万 | 7.0万股 | $398.2万 | 7.0万股 | -260股-0.37% | 减仓 |
 艾默生电气EMR |
| 0.44% | 0.49% | $346.8万 | 2.4万股 | $344.9万 | 2.6万股 | -2,097股-7.97% | 减仓 |
| SSPDR黄金信托GLD |
| 0.32% | 0.41% | $256.3万 | 6,957股 | $285.2万 | 6,629股 | +328股+4.95% | 加仓 |
 沃尔玛WMT |
| 0.29% | 0.37% | $229.7万 | 2.0万股 | $255.1万 | 2.1万股 | -240股-1.17% | 减仓 |
| V先锋领航指数基金VTV |
| 0.23% | 0.23% | $184.1万 | 8,449股 | $161.2万 | 8,218股 | +231股+2.81% | 加仓 |
| V先锋领航全球基金VGT |
| 0.23% | 0.19% | $184.0万 | 1.5万股 | $134.2万 | 1,924股 | +1.3万股+700.00% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.23% | 0.24% | $181.9万 | 3,636股 | $169.4万 | 3,536股 | +100股+2.83% | 加仓 |
