| V先锋领航斯科茨代尔基金VGSH |
| 8.26% | 11.02% | $1,603.0万 | 27.5万股 | $1,685.5万 | 28.8万股 | -1.2万股-4.33% | 减仓 |
 英伟达NVDA |
| 8.13% | 9.09% | $1,578.2万 | 7.9万股 | $1,390.0万 | 8.0万股 | -830股-1.04% | 减仓 |
| CCARPENTER TECHNOLOGYCRS |
| 7.64% | 6.32% | $1,484.0万 | 2.4万股 | $967.4万 | 2.5万股 | -485股-1.98% | 减仓 |
 谷歌AGOOGL |
| 5.45% | 5.6% | $1,057.6万 | 3.0万股 | $855.9万 | 3.0万股 | -170股-0.57% | 减仓 |
 苹果AAPL |
| 4.94% | 5.57% | $958.1万 | 3.3万股 | $852.3万 | 3.4万股 | -470股-1.40% | 减仓 |
| V先锋领航指数基金VOO |
| 3.95% | 4.35% | $765.9万 | 1.1万股 | $665.7万 | 1.1万股 | +10股+0.09% | 加仓 |
| V先锋领航全球基金VGT |
| 3.74% | 3.43% | $726.5万 | 6.1万股 | $525.0万 | 7,525股 | +5.3万股+707.72% | 加仓 |
| V先锋领航指数基金VTV |
| 3.35% | 3.75% | $649.5万 | 3.0万股 | $573.0万 | 2.9万股 | +597股+2.04% | 加仓 |
 亚马逊AMZN |
| 2.95% | 3.32% | $573.2万 | 2.4万股 | $508.0万 | 2.4万股 | -340股-1.39% | 减仓 |
| V先锋领航全球基金VSGX |
| 2.62% | 2.86% | $508.9万 | 6.2万股 | $438.1万 | 6.1万股 | +725股+1.19% | 加仓 |
 微软MSFT |
| 2.42% | 3.08% | $469.9万 | 1.3万股 | $470.5万 | 1.3万股 | -114股-0.90% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 2.24% | 2.44% | $434.6万 | 3.5万股 | $372.5万 | 8,736股 | +2.6万股+300.65% | 加仓 |
 万事达MA |
| 2.1% | 2.69% | $407.6万 | 7,937股 | $412.1万 | 8,248股 | -311股-3.77% | 减仓 |
| V先锋领航指数基金VUG |
| 2.1% | 2.26% | $407.6万 | 4.7万股 | $345.6万 | 7,912股 | +3.9万股+498.02% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.05% | 2.5% | $398.8万 | 7,970股 | $381.9万 | 7,970股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.01% | 2.14% | $389.4万 | 1.6万股 | $326.7万 | 1.5万股 | +1,265股+8.33% | 加仓 |
 CASEYS GEN STORESCASY |
| 1.65% | 1.91% | $319.7万 | 4,023股 | $292.8万 | 4,023股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 1.59% | — | $309.2万 | 1,554股 | $0 | 0股 | +1,554股 | 新买入 |
 VIKING ORD SHSVIK |
| 1.58% | — | $306.1万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| SSCHWAB 1000 INDEX ETFSCHK |
| 1.56% | 1.68% | $302.0万 | 8.4万股 | $256.3万 | 8.2万股 | +1,930股+2.36% | 加仓 |
 家得宝HD |
| 1.38% | 1.93% | $268.7万 | 7,619股 | $295.2万 | 8,977股 | -1,358股-15.13% | 减仓 |
 沃尔玛WMT |
| 1.35% | 1.91% | $262.1万 | 2.3万股 | $291.7万 | 2.3万股 | -330股-1.41% | 减仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 1.34% | — | $259.9万 | 3,097股 | $0 | 0股 | +3,097股 | 新买入 |
| IiShares安硕信托IQLT |
| 1.24% | 6.04% | $241.6万 | 4.8万股 | $923.4万 | 4.8万股 | +176股+0.37% | 加仓 |
 爱德华生命科学EW |
| 1.2% | — | $232.3万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 WASTE MGMT DELWM |
| 1.18% | 1.61% | $229.2万 | 1.0万股 | $245.9万 | 1.1万股 | -418股-3.91% | 减仓 |
 威廉姆斯WMB |
| 1.14% | — | $220.7万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| EElbit Systems LtdESLT |
| 1.13% | — | $220.3万 | 2,903股 | $0 | 0股 | +2,903股 | 新买入 |
| V先锋领航指数基金VV |
| 1.03% | 1.06% | $200.2万 | 5,820股 | $161.8万 | 5,415股 | +405股+7.48% | 加仓 |
| RRELIANCERS |
| 1.02% | 1.05% | $197.3万 | 5,280股 | $161.1万 | 5,300股 | -20股-0.38% | 减仓 |
 QUANTA SVCSPWR |
| 1% | — | $194.7万 | 2,704股 | $0 | 0股 | +2,704股 | 新买入 |
 联合太平洋铁路UNP |
| 0.98% | 1.11% | $190.8万 | 7,015股 | $169.5万 | 6,985股 | +30股+0.43% | 加仓 |
 卡特彼勒CAT |
| 0.95% | 0.8% | $184.1万 | 1,729股 | $122.5万 | 1,729股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 0.91% | 0.91% | $176.8万 | 4,452股 | $138.5万 | 4,352股 | +100股+2.30% | 加仓 |
 RANGE RESRRC |
| 0.89% | 1.41% | $173.2万 | 4.7万股 | $215.9万 | 4.8万股 | -1,210股-2.53% | 减仓 |
 思科CSCO |
| 0.82% | — | $159.4万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 台积电TSM |
| 0.77% | — | $150.1万 | 3,143股 | $0 | 0股 | +3,143股 | 新买入 |
 好市多COST |
| 0.76% | — | $147.5万 | 1,577股 | $0 | 0股 | +1,577股 | 新买入 |
 强生JNJ |
| 0.75% | 0.88% | $145.1万 | 5,712股 | $134.9万 | 5,517股 | +195股+3.53% | 加仓 |
 GE航空GE |
| 0.74% | 0.65% | $143.7万 | 3,844股 | $99.1万 | 3,492股 | +352股+10.08% | 加仓 |
 NETFLIXNFLX |
| 0.71% | — | $137.8万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 博通AVGO |
| 0.71% | 0.64% | $137.0万 | 3,627股 | $97.5万 | 3,150股 | +477股+15.14% | 加仓 |
 Meta平台META |
| 0.7% | — | $135.5万 | 2,405股 | $0 | 0股 | +2,405股 | 新买入 |
| CCEVACEVA |
| 0.65% | — | $126.2万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.58% | — | $112.8万 | 4,115股 | $0 | 0股 | +4,115股 | 新买入 |
| V先锋领航·INSTL INDEX FDVGUS |
| 0.52% | 0.65% | $100.1万 | 1.3万股 | $100.1万 | 1.3万股 | 00.00% | 持仓不变 |
 艺康ECL |
| 0.49% | — | $94.7万 | 3,400股 | $0 | 0股 | +3,400股 | 新买入 |
 DANAHER DEL COMDHR |
| 0.47% | 0.76% | $92.1万 | 4,834股 | $115.8万 | 6,106股 | -1,272股-20.83% | 减仓 |
| I景顺QQQ信托VOO |
| 0.44% | — | $85.8万 | 1,165股 | $0 | 0股 | +1,165股 | 新买入 |
 直觉外科ISRG |
| 0.44% | — | $84.9万 | 2,135股 | $0 | 0股 | +2,135股 | 新买入 |
