| V先锋领航指数基金VTV |
| 25.32% | 25.28% | $4,621.7万 | 21.2万股 | $3,985.4万 | 20.3万股 | +8,939股+4.40% | 加仓 |
| V先锋领航指数基金VUG |
| 21.61% | 20.08% | $3,944.7万 | 45.8万股 | $3,165.2万 | 7.2万股 | +38.5万股+531.94% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 10.31% | 10.66% | $1,882.1万 | 9.5万股 | $1,680.4万 | 9.1万股 | +4,062股+4.45% | 加仓 |
| V先锋领航·S&PIVOG |
| 8.46% | 7.55% | $1,544.8万 | 10.1万股 | $1,189.6万 | 9.6万股 | +5,116股+5.35% | 加仓 |
| V先锋领航·FSTEVWO |
| 5.94% | 5.93% | $1,083.5万 | 18.2万股 | $934.8万 | 17.3万股 | +8,565股+4.95% | 加仓 |
| F富达Covington信托FENI |
| 4.96% | 5.02% | $905.1万 | 22.6万股 | $791.7万 | 21.3万股 | +1.3万股+5.98% | 加仓 |
 苹果AAPL |
| 3.94% | 4% | $719.5万 | 2.5万股 | $631.1万 | 2.5万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 1.44% | 1.4% | $262.3万 | 1.8万股 | $220.2万 | 1.8万股 | -25股-0.14% | 减仓 |
| RROUNDHILL MAGNIFICENT SEVEN ETFMAGS |
| 1.13% | — | $207.1万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| IiShares安硕·S&P 100 ETFIWO |
| 1% | 1.05% | $182.9万 | 4,999股 | $164.8万 | 5,180股 | -181股-3.49% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.89% | 0.84% | $162.3万 | 4,593股 | $131.8万 | 4,593股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.85% | 0.98% | $155.1万 | 4,158股 | $153.9万 | 4,158股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.85% | 0.79% | $154.4万 | 4,320股 | $124.2万 | 4,320股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.79% | 0.82% | $144.5万 | 4,413股 | $129.8万 | 4,413股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.75% | 0.82% | $137.6万 | 8,709股 | $129.0万 | 8,709股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.64% | 0.05% | $117.3万 | 3,169股 | $7.5万 | 235股 | +2,934股+1,248.51% | 加仓 |
| J骏利亨德森JAAA |
| 0.63% | 0.63% | $115.4万 | 2.3万股 | $99.8万 | 2.0万股 | +3,042股+15.35% | 加仓 |
| IiShares安硕信托IXUS |
| 0.48% | 0.51% | $88.5万 | 9,271股 | $80.3万 | 9,271股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.44% | 0.43% | $79.8万 | 6,428股 | $68.5万 | 1,607股 | +4,821股+300.00% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.44% | 0.45% | $79.5万 | 1,064股 | $70.2万 | 1,080股 | -16股-1.48% | 减仓 |
 Meta平台META |
| 0.43% | 0.51% | $78.5万 | 1,394股 | $79.8万 | 1,394股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.4% | 0.42% | $73.8万 | 3,036股 | $66.0万 | 3,036股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.38% | 0.38% | $69.0万 | 922股 | $60.2万 | 922股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.35% | 0.37% | $64.8万 | 2,382股 | $57.8万 | 2,382股 | 00.00% | 持仓不变 |
 VisaV |
| 0.35% | 0.36% | $64.2万 | 1,872股 | $56.6万 | 1,872股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.35% | 0.36% | $64.1万 | 4,375股 | $56.1万 | 4,375股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.34% | 0.27% | $61.2万 | 1,282股 | $43.3万 | 1,282股 | 00.00% | 持仓不变 |
| S道富XLI |
| 0.33% | 0.33% | $59.8万 | 3,229股 | $52.2万 | 3,229股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.28% | 0.27% | $51.6万 | 1,716股 | $42.6万 | 1,716股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.27% | 0.27% | $49.1万 | 2,060股 | $42.9万 | 2,060股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLP |
| 0.27% | 0.31% | $48.9万 | 5,882股 | $48.2万 | 5,882股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.26% | 0.27% | $47.0万 | 6,603股 | $42.3万 | 6,603股 | 00.00% | 持仓不变 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.25% | 0.28% | $45.2万 | 4,388股 | $43.8万 | 4,388股 | 00.00% | 持仓不变 |
| J骏利Detroit策略信托JBBB |
| 0.23% | 0.16% | $41.9万 | 8,851股 | $24.8万 | 5,331股 | +3,520股+66.03% | 加仓 |
| GGlobal X基金DTCR |
| 0.22% | — | $41.1万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| IISHARES LOW CARBON OPTIMIZED MSCI ACWI ETFCRBN |
| 0.22% | 0.22% | $40.2万 | 1,588股 | $34.2万 | 1,533股 | +55股+3.59% | 加仓 |
 康宁GLW |
| 0.2% | 0.12% | $36.9万 | 1,444股 | $19.6万 | 1,444股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.18% | 0.2% | $32.5万 | 650股 | $32.3万 | 673股 | -23股-3.42% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.16% | 0.15% | $28.8万 | 1,168股 | $24.3万 | 1,168股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.16% | 0.19% | $28.7万 | 3,275股 | $30.4万 | 3,275股 | 00.00% | 持仓不变 |
 阿默普莱斯AMP |
| 0.15% | 0.17% | $27.7万 | 603股 | $26.8万 | 603股 | 00.00% | 持仓不变 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.15% | 0.17% | $26.8万 | 2,910股 | $26.9万 | 2,910股 | 00.00% | 持仓不变 |
 FICOFICO |
| 0.15% | 0.15% | $26.6万 | 223股 | $23.8万 | 223股 | 00.00% | 持仓不变 |
| S道富SPYV |
| 0.14% | 0.16% | $26.4万 | 4,340股 | $24.6万 | 4,340股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.14% | 0.11% | $25.3万 | 2,154股 | $16.7万 | 2,154股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.13% | 0.13% | $24.0万 | 570股 | $21.2万 | 570股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.13% | 0.18% | $23.5万 | 462股 | $27.9万 | 462股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.13% | 3.39% | $23.0万 | 313股 | $535.2万 | 9,272股 | -8,959股-96.62% | 减仓 |
 TRAVELERS COSTRV |
| 0.11% | 0.12% | $20.7万 | 628股 | $18.3万 | 628股 | 00.00% | 持仓不变 |
 好事达ALL |
| 0.11% | 0.11% | $19.2万 | 807股 | $16.7万 | 807股 | 00.00% | 持仓不变 |
