| V先锋领航全球基金MGV |
| 18.73% | 18.33% | $3,104.2万 | 19.0万股 | $2,738.5万 | 18.9万股 | +985股+0.52% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 14.77% | 13.58% | $2,447.5万 | 27.8万股 | $2,029.8万 | 5.5万股 | +22.3万股+404.00% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 10.29% | 10.5% | $1,704.6万 | 19.3万股 | $1,568.3万 | 19.0万股 | +2,267股+1.19% | 加仓 |
| V先锋领航·TOTALBND |
| 7.29% | 7.86% | $1,207.6万 | 16.5万股 | $1,174.7万 | 16.0万股 | +4,981股+3.12% | 加仓 |
| V先锋领航债券指数基金BSV |
| 6.57% | 7.12% | $1,088.8万 | 14.0万股 | $1,063.7万 | 13.6万股 | +4,085股+3.01% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 5.79% | 5.51% | $959.4万 | 8.3万股 | $823.7万 | 8.4万股 | -1,353股-1.61% | 减仓 |
| V先锋领航·FSTEVWO |
| 5.43% | 5.45% | $899.5万 | 15.1万股 | $813.6万 | 15.1万股 | +170股+0.11% | 加仓 |
| V先锋领航指数基金VOT |
| 4.22% | 3.85% | $698.5万 | 2.3万股 | $574.9万 | 2.2万股 | +464股+2.08% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 4.19% | 4.29% | $694.1万 | 3.5万股 | $641.0万 | 3.5万股 | +342股+0.98% | 加仓 |
| V先锋领航指数基金VBK |
| 3.69% | 3.37% | $611.5万 | 1.7万股 | $502.8万 | 1.7万股 | +87股+0.52% | 加仓 |
| V先锋领航·SMALLVBR |
| 3.64% | 3.57% | $602.4万 | 2.5万股 | $532.9万 | 2.5万股 | +261股+1.06% | 加仓 |
| V先锋领航指数基金VNQ |
| 3.15% | 3.17% | $521.3万 | 5.4万股 | $473.8万 | 5.3万股 | +651股+1.22% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.92% | 3.11% | $483.4万 | 10.0万股 | $465.3万 | 9.7万股 | +2,968股+3.06% | 加仓 |
| SSPDR黄金信托GLD |
| 2.88% | 3.67% | $476.5万 | 1.3万股 | $549.0万 | 1.3万股 | +176股+1.38% | 加仓 |
| IISHARES TR NORTH AMERN NATIGE |
| 1.56% | 1.93% | $258.2万 | 4.6万股 | $288.9万 | 4.6万股 | +54股+0.12% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.33% | 1.43% | $219.9万 | 4.4万股 | $213.6万 | 4.3万股 | +1,020股+2.39% | 加仓 |
 微软MSFT |
| 0.73% | 0.82% | $121.3万 | 3,252股 | $122.8万 | 3,317股 | -65股-1.96% | 减仓 |
 礼来LLY |
| 0.58% | 0.37% | $96.0万 | 800股 | $55.2万 | 600股 | +200股+33.33% | 加仓 |
 特斯拉TSLA |
| 0.27% | 0.27% | $45.1万 | 1,073股 | $41.0万 | 1,103股 | -30股-2.72% | 减仓 |
 苹果AAPL |
| 0.21% | 0.15% | $35.1万 | 1,213股 | $23.1万 | 910股 | +303股+33.30% | 加仓 |
| G通用动力VTI |
| 0.19% | 0.18% | $31.2万 | 843股 | $27.0万 | 842股 | +1股+0.12% | 加仓 |
 应用材料AMAT |
| 0.17% | 0.07% | $28.9万 | 400股 | $10.3万 | 300股 | +100股+33.33% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.16% | 0.17% | $27.2万 | 2,620股 | $25.4万 | 2,620股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.16% | 0.04% | $27.0万 | 1,933股 | $6.4万 | 1,450股 | +483股+33.31% | 加仓 |
| AAMERICA MOVIL SAB DE CVAMXN |
| 0.11% | 0.09% | $18.2万 | 6,991股 | $13.4万 | 5,244股 | +1,747股+33.31% | 加仓 |
 英伟达NVDA |
| 0.11% | 0.11% | $18.0万 | 900股 | $15.7万 | 900股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.1% | 0.07% | $16.9万 | 600股 | $10.9万 | 450股 | +150股+33.33% | 加仓 |
| IiShares安硕信托DVY |
| 0.08% | 0.07% | $14.1万 | 899股 | $10.2万 | 674股 | +225股+33.38% | 加仓 |
 3M COMMMM |
| 0.08% | 0.06% | $13.0万 | 800股 | $8.7万 | 600股 | +200股+33.33% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.07% | 0.07% | $12.4万 | 1,480股 | $11.1万 | 1,478股 | +2股+0.14% | 加仓 |
 百时美施贵宝BMY |
| 0.07% | 0.28% | $11.8万 | 2,028股 | $41.2万 | 2,028股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.07% | 0.06% | $11.3万 | 299股 | $8.8万 | 284股 | +15股+5.28% | 加仓 |
| IiShares安硕信托IVV |
| 0.06% | 0.03% | $10.7万 | 143股 | $4.6万 | 70股 | +73股+104.29% | 加仓 |
 宝洁PG |
| 0.05% | 0.06% | $8.8万 | 600股 | $8.7万 | 600股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.04% | 0.04% | $7.3万 | 107股 | $6.4万 | 107股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.04% | 0.05% | $6.8万 | 500股 | $7.8万 | 500股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.04% | 0.05% | $5.8万 | 500股 | $7.3万 | 500股 | 00.00% | 持仓不变 |
| AAT&TT |
| 0.02% | 0.04% | $3.9万 | 1,874股 | $5.4万 | 1,874股 | 00.00% | 持仓不变 |
| CCOHUCOHU |
| 0.02% | 0.01% | $3.7万 | 500股 | $1.5万 | 500股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.02% | 0.01% | $2.9万 | 250股 | $1.9万 | 250股 | 00.00% | 持仓不变 |
| IIMPINJPI |
| 0.02% | 0.01% | $2.9万 | 200股 | $2.1万 | 200股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.02% | 0.02% | $2.6万 | 74股 | $2.4万 | 74股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.01% | 0.01% | $2.2万 | 62股 | $2.2万 | 62股 | 00.00% | 持仓不变 |
 PITNEY BOWESPBI |
| 0.01% | 0.01% | $1.4万 | 800股 | $8,840 | 800股 | 00.00% | 持仓不变 |
| SSOLVENTUM COM SHSSOLV |
| 0.01% | 0.01% | $1.2万 | 150股 | $9,795 | 150股 | 00.00% | 持仓不变 |
| FFORTUNE BRANDS INNOVATIONS IFBIN |
| 0.01% | 0.01% | $1.1万 | 200股 | $7,794 | 200股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.01% | 0.01% | $1.1万 | 116股 | $1.2万 | 116股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.01% | 0.01% | $9,397 | 31股 | $8,119 | 31股 | 00.00% | 持仓不变 |
| CCIGNALIBD |
| <0.01% | <0.01% | $4,962 | 18股 | $4,802 | 18股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| <0.01% | <0.01% | $4,916 | 69股 | $4,422 | 69股 | 00.00% | 持仓不变 |
