| V先锋领航指数基金VOO |
| 35.26% | 33.95% | $3.77亿 | 54.9万股 | $3.25亿 | 54.4万股 | +4,992股+0.92% | 加仓 |
| IiShares安硕信托AGG |
| 10.03% | 10.92% | $1.07亿 | 108.4万股 | $1.05亿 | 105.4万股 | +3.0万股+2.86% | 加仓 |
| SSPDR道富指数基金SPDW |
| 7.85% | 7.68% | $8,401.1万 | 166.7万股 | $7,356.3万 | 161.1万股 | +5.6万股+3.46% | 加仓 |
| V先锋领航指数基金VB |
| 7.29% | 6.98% | $7,794.4万 | 25.7万股 | $6,689.2万 | 25.5万股 | +1,748股+0.68% | 加仓 |
| V先锋领航·MIDVO |
| 5.11% | 5.03% | $5,464.8万 | 67.8万股 | $4,818.6万 | 16.8万股 | +51.0万股+304.24% | 加仓 |
| IiShares安硕信托IEFA |
| 3.91% | 4.12% | $4,188.3万 | 43.4万股 | $3,943.8万 | 43.6万股 | -1,970股-0.45% | 减仓 |
| V先锋领航·FSTEVWO |
| 3.3% | 3.26% | $3,534.8万 | 59.2万股 | $3,124.4万 | 57.8万股 | +1.4万股+2.45% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.84% | 1.81% | $1,970.9万 | 9.0万股 | $1,737.2万 | 9.1万股 | -751股-0.83% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 1.33% | 1.42% | $1,422.8万 | 19股 | $1,364.5万 | 19股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 1.27% | 1.26% | $1,361.1万 | 5.6万股 | $1,211.5万 | 5.6万股 | +251股+0.45% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.05% | 1.06% | $1,121.6万 | 13.1万股 | $1,012.2万 | 13.1万股 | -64股-0.05% | 减仓 |
 微软MSFT |
| 0.92% | 1.02% | $983.5万 | 2.6万股 | $979.6万 | 2.6万股 | -98股-0.37% | 减仓 |
 苹果AAPL |
| 0.87% | 0.84% | $926.0万 | 3.2万股 | $807.8万 | 3.2万股 | +173股+0.54% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.71% | 0.76% | $763.3万 | 1.5万股 | $724.3万 | 1.5万股 | +140股+0.93% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.65% | 0.59% | $691.4万 | 2.0万股 | $560.6万 | 2.0万股 | +25股+0.13% | 加仓 |
 亚马逊AMZN |
| 0.56% | 0.54% | $601.1万 | 2.5万股 | $516.6万 | 2.5万股 | +415股+1.67% | 加仓 |
 摩根大通JPM |
| 0.53% | 0.53% | $565.4万 | 1.7万股 | $510.5万 | 1.7万股 | -82股-0.47% | 减仓 |
| V先锋领航指数基金VUG |
| 0.43% | 0.41% | $456.6万 | 5.3万股 | $388.7万 | 8,899股 | +4.4万股+495.67% | 加仓 |
 艾伯维ABBV |
| 0.41% | 0.4% | $437.8万 | 1.7万股 | $378.4万 | 1.7万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VSS |
| 0.41% | 0.43% | $435.0万 | 2.8万股 | $416.2万 | 2.9万股 | -352股-1.23% | 减仓 |
 强生JNJ |
| 0.37% | 0.41% | $401.1万 | 1.6万股 | $389.0万 | 1.6万股 | -120股-0.75% | 减仓 |
| V先锋领航全球基金VGT |
| 0.37% | 0.3% | $391.9万 | 3.3万股 | $283.3万 | 4,060股 | +2.9万股+707.66% | 加仓 |
 博通AVGO |
| 0.35% | 0.32% | $377.0万 | 9,980股 | $301.8万 | 9,752股 | +228股+2.34% | 加仓 |
| IiShares安硕·COREIJH |
| 0.35% | 0.35% | $375.2万 | 4.9万股 | $334.4万 | 5.0万股 | -858股-1.73% | 减仓 |
| V先锋领航指数基金VBK |
| 0.35% | 0.33% | $369.3万 | 1.0万股 | $317.9万 | 1.1万股 | -417股-3.97% | 减仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 0.3% | 0.35% | $321.2万 | 6.5万股 | $331.3万 | 6.7万股 | -1,989股-2.99% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.3% | 0.3% | $318.2万 | 4,261股 | $283.0万 | 4,352股 | -91股-2.09% | 减仓 |
| N新纪元能源NEE |
| 0.28% | 0.34% | $303.2万 | 3.5万股 | $327.0万 | 3.5万股 | -666股-1.89% | 减仓 |
| G通用动力VTI |
| 0.27% | 0.27% | $293.5万 | 7,931股 | $254.4万 | 7,931股 | 00.00% | 持仓不变 |
 雷蒙德詹姆斯RJF |
| 0.27% | 0.29% | $290.7万 | 1.9万股 | $276.9万 | 1.9万股 | 00.00% | 持仓不变 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.25% | 0.26% | $272.8万 | 7.5万股 | $250.3万 | 7.4万股 | +564股+0.76% | 加仓 |
 宝洁PG |
| 0.24% | 0.28% | $256.2万 | 1.7万股 | $266.3万 | 1.8万股 | -962股-5.22% | 减仓 |
| V先锋领航指数基金VTV |
| 0.23% | 0.23% | $248.3万 | 1.1万股 | $222.5万 | 1.1万股 | +52股+0.46% | 加仓 |
 MCKESSON COMMCK |
| 0.23% | 0.3% | $247.6万 | 3,277股 | $283.6万 | 3,277股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金FSIG |
| 0.22% | 0.26% | $235.5万 | 12.5万股 | $249.6万 | 13.2万股 | -6,855股-5.20% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.22% | 0.22% | $234.3万 | 4.9万股 | $206.7万 | 4.3万股 | +5,956股+13.70% | 加仓 |
 摩托罗拉解决方案MSI |
| 0.2% | 0.23% | $218.2万 | 5,253股 | $222.9万 | 5,136股 | +117股+2.28% | 加仓 |
 美国运通AXP |
| 0.2% | 0.2% | $217.0万 | 6,414股 | $194.0万 | 6,414股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.19% | 0.28% | $203.7万 | 1.5万股 | $264.6万 | 1.6万股 | -696股-4.46% | 减仓 |
 雪佛龙CVX |
| 0.19% | 0.27% | $203.2万 | 1.2万股 | $254.7万 | 1.2万股 | -50股-0.41% | 减仓 |
 英伟达NVDA |
| 0.19% | 0.2% | $200.6万 | 1.0万股 | $188.2万 | 1.1万股 | -768股-7.12% | 减仓 |
| T赛默飞世尔TMO |
| 0.19% | 0.2% | $198.9万 | 3,967股 | $195.0万 | 3,967股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 0.19% | 0.18% | $198.7万 | 5,779股 | $172.6万 | 5,776股 | +3股+0.05% | 加仓 |
 高露洁CL |
| 0.18% | 0.19% | $197.2万 | 2.2万股 | $183.3万 | 2.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.18% | 0.17% | $195.6万 | 1.3万股 | $164.1万 | 1.3万股 | -14股-0.11% | 减仓 |
 可口可乐KO |
| 0.18% | 0.19% | $187.7万 | 2.3万股 | $178.1万 | 2.3万股 | -322股-1.37% | 减仓 |
 雅培ABT |
| 0.17% | 0.19% | $184.4万 | 2.0万股 | $181.3万 | 1.8万股 | +2,660股+15.06% | 加仓 |
 百事可乐PEP |
| 0.17% | 0.22% | $180.1万 | 1.3万股 | $207.0万 | 1.3万股 | -30股-0.23% | 减仓 |
 谷歌AGOOGL |
| 0.17% | 0.15% | $179.5万 | 5,024股 | $144.5万 | 5,024股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.16% | 0.17% | $172.9万 | 4,903股 | $162.3万 | 4,935股 | -32股-0.65% | 减仓 |
