| V先锋领航指数基金VOO |
| 18.55% | 17.37% | $5,119.3万 | 7.0万股 | $4,140.0万 | 7.2万股 | -2,210股-3.08% | 减仓 |
| SSPDR标普500 ETFSPY |
| 15.13% | 15.27% | $4,173.4万 | 5.6万股 | $3,639.2万 | 5.6万股 | -72股-0.13% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 9.86% | 10.12% | $2,719.1万 | 5.2万股 | $2,411.4万 | 5.2万股 | -9股-0.02% | 减仓 |
 苹果AAPL |
| 9.12% | 9.34% | $2,515.5万 | 8.7万股 | $2,225.0万 | 8.8万股 | -736股-0.84% | 减仓 |
 英伟达NVDA |
| 6.09% | 6.08% | $1,681.2万 | 8.4万股 | $1,448.4万 | 8.3万股 | +973股+1.17% | 加仓 |
 亚马逊AMZN |
| 5.53% | 5.55% | $1,526.3万 | 6.4万股 | $1,322.9万 | 6.4万股 | +517股+0.81% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.55% | 4.29% | $1,254.7万 | 3.6万股 | $1,021.3万 | 3.6万股 | -94股-0.26% | 减仓 |
 摩根大通JPM |
| 3.08% | 3.12% | $848.8万 | 2.6万股 | $744.4万 | 2.5万股 | +624股+2.47% | 加仓 |
| SSPDR道富系列信托SDY |
| 2.49% | 2.6% | $686.4万 | 4.5万股 | $620.5万 | 4.3万股 | +2,587股+6.08% | 加仓 |
 VisaV |
| 1.99% | 1.93% | $548.9万 | 1.6万股 | $460.4万 | 1.5万股 | +764股+5.01% | 加仓 |
| IiShares安硕信托DVY |
| 1.65% | 1.84% | $455.9万 | 2.9万股 | $438.2万 | 2.9万股 | +229股+0.79% | 加仓 |
 谷歌AGOOGL |
| 1.46% | 1.38% | $403.4万 | 1.1万股 | $329.1万 | 1.1万股 | -156股-1.36% | 减仓 |
| IiShares安硕·U.S. HEALTHCARE ETFIYH |
| 1.08% | 1.12% | $297.5万 | 4.4万股 | $267.4万 | 4.3万股 | +1,020股+2.35% | 加仓 |
| IiShares安硕·COREIJR |
| 1.07% | 1.03% | $296.3万 | 2.0万股 | $246.3万 | 2.0万股 | +169股+0.85% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.99% | 1.08% | $272.8万 | 3.3万股 | $257.5万 | 3.2万股 | +662股+2.05% | 加仓 |
| IiShares安硕信托ICF |
| 0.99% | 1.04% | $272.2万 | 4.0万股 | $248.5万 | 4.0万股 | +106股+0.26% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.96% | 0.99% | $263.8万 | 3.2万股 | $235.7万 | 3.1万股 | +121股+0.39% | 加仓 |
| IiShares安硕·COREIJH |
| 0.74% | 0.74% | $202.8万 | 2.6万股 | $175.8万 | 2.6万股 | +264股+1.01% | 加仓 |
| IiShares安硕·DOW JONES U.S. ETFIYY |
| 0.7% | 0.71% | $192.6万 | 1.1万股 | $168.3万 | 1.1万股 | -52股-0.49% | 减仓 |
 泛林集团LRCX |
| 0.68% | 0.42% | $188.9万 | 4,360股 | $100.6万 | 4,710股 | -350股-7.43% | 减仓 |
 微软MSFT |
| 0.67% | 0.75% | $183.7万 | 4,925股 | $177.9万 | 4,806股 | +119股+2.48% | 加仓 |
 卡特彼勒CAT |
| 0.64% | 0.49% | $176.5万 | 1,658股 | $117.3万 | 1,656股 | +2股+0.12% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.63% | 0.7% | $173.8万 | 3,473股 | $167.1万 | 3,488股 | -15股-0.43% | 减仓 |
 WASTE MGMT DELWM |
| 0.46% | 0.51% | $127.6万 | 5,723股 | $121.4万 | 5,281股 | +442股+8.37% | 加仓 |
 万事达MA |
| 0.46% | 0.52% | $126.6万 | 2,464股 | $122.9万 | 2,460股 | +4股+0.16% | 加仓 |
 默沙东MRK |
| 0.41% | 0.45% | $113.8万 | 8,854股 | $106.5万 | 8,850股 | +4股+0.05% | 加仓 |
 可口可乐KO |
| 0.41% | 0.43% | $112.1万 | 1.4万股 | $102.3万 | 1.3万股 | +330股+2.45% | 加仓 |
| IISHARES US FINANCIAL SERVICES ETFIYG |
| 0.4% | 0.42% | $109.2万 | 1.2万股 | $99.8万 | 1.2万股 | +27股+0.22% | 加仓 |
 美光科技MU |
| 0.39% | 0.14% | $106.8万 | 925股 | $33.8万 | 1,000股 | -75股-7.50% | 减仓 |
 宝洁PG |
| 0.36% | 0.41% | $98.7万 | 6,729股 | $98.1万 | 6,795股 | -66股-0.97% | 减仓 |
 Meta平台META |
| 0.35% | 0.41% | $96.3万 | 1,709股 | $97.4万 | 1,702股 | +7股+0.41% | 加仓 |
| S道富SPYV |
| 0.34% | 0.36% | $92.7万 | 1.5万股 | $86.1万 | 1.5万股 | +34股+0.22% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.33% | 0.52% | $91.7万 | 1,800股 | $122.8万 | 1,800股 | 00.00% | 持仓不变 |
| GGlobal X基金PAVE |
| 0.33% | 0.33% | $90.3万 | 1.5万股 | $77.8万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.3% | 0.32% | $83.4万 | 8,027股 | $76.8万 | 7,911股 | +116股+1.47% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.28% | 0.3% | $77.7万 | 2,469股 | $70.6万 | 2,460股 | +9股+0.37% | 加仓 |
 NETFLIXNFLX |
| 0.27% | 0.43% | $74.9万 | 1.0万股 | $101.7万 | 1.1万股 | -78股-0.74% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.27% | 0.22% | $74.4万 | 3,903股 | $51.9万 | 3,903股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.27% | 0.32% | $73.4万 | 5,011股 | $76.6万 | 5,207股 | -196股-3.76% | 减仓 |
| IiShares安硕信托IJK |
| 0.26% | 0.26% | $72.1万 | 6,138股 | $61.7万 | 6,133股 | +5股+0.08% | 加仓 |
| BBANK OF AMERBAC |
| 0.25% | 0.25% | $69.5万 | 1.2万股 | $59.3万 | 1.2万股 | +20股+0.16% | 加仓 |
| IiShares安硕信托IVV |
| 0.24% | 0.25% | $67.4万 | 900股 | $58.8万 | 900股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.24% | 0.24% | $65.2万 | 1,550股 | $57.6万 | 1,550股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.24% | 0.18% | $64.9万 | 5,528股 | $42.9万 | 5,527股 | +1股+0.02% | 加仓 |
 礼来LLY |
| 0.23% | 0.2% | $63.8万 | 532股 | $48.8万 | 531股 | +1股+0.19% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.22% | 0.26% | $61.2万 | 1.3万股 | $61.2万 | 1.3万股 | +53股+0.42% | 加仓 |
 强生JNJ |
| 0.22% | 0.24% | $60.6万 | 2,386股 | $58.1万 | 2,378股 | +8股+0.34% | 加仓 |
| IiShares安硕信托TIP |
| 0.22% | 0.25% | $60.0万 | 5,480股 | $60.2万 | 5,454股 | +26股+0.48% | 加仓 |
| PProShares信托NOBL |
| 0.22% | 0.24% | $59.4万 | 1.1万股 | $58.1万 | 5,479股 | +5,107股+93.21% | 加仓 |
| SSPDR行业精选信托XLP |
| 0.2% | 0.22% | $54.0万 | 6,499股 | $53.0万 | 6,470股 | +29股+0.45% | 加仓 |
