| V先锋领航指数基金VOO |
| 25.44% | 24.88% | $5,277.5万 | 7.7万股 | $4,608.1万 | 7.7万股 | -276股-0.36% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 23.08% | 24.41% | $4,788.1万 | 60.6万股 | $4,520.4万 | 57.0万股 | +3.6万股+6.24% | 加仓 |
| V先锋领航·MIDVO |
| 15.08% | 14.91% | $3,128.8万 | 38.8万股 | $2,762.3万 | 9.6万股 | +29.2万股+303.73% | 加仓 |
| V先锋领航指数基金VB |
| 11.76% | 11.59% | $2,438.8万 | 8.0万股 | $2,146.4万 | 8.2万股 | -1,492股-1.82% | 减仓 |
| IiShares安硕信托IGIB |
| 10.85% | 11.38% | $2,249.8万 | 42.3万股 | $2,107.1万 | 39.6万股 | +2.7万股+6.87% | 加仓 |
| S嘉信策略信托SCHF |
| 3.97% | 4.08% | $823.1万 | 29.7万股 | $756.5万 | 30.6万股 | -8,533股-2.79% | 减仓 |
 康宁GLW |
| 2.3% | 1.44% | $478.0万 | 1.9万股 | $266.9万 | 2.0万股 | -913股-4.65% | 减仓 |
| S嘉信策略信托SCHE |
| 1.69% | 1.72% | $350.9万 | 9.7万股 | $318.0万 | 9.7万股 | +239股+0.25% | 加仓 |
| G通用动力VTI |
| 0.85% | 0.87% | $176.8万 | 4,778股 | $162.0万 | 5,051股 | -273股-5.40% | 减仓 |
| S嘉信·USSCHA |
| 0.79% | 0.75% | $164.9万 | 4.6万股 | $138.0万 | 4.7万股 | -1,826股-3.85% | 减仓 |
 苹果AAPL |
| 0.55% | 0.54% | $113.5万 | 3,924股 | $99.6万 | 3,924股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.48% | 0.51% | $98.8万 | 1,974股 | $94.6万 | 1,974股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.34% | 0.37% | $69.5万 | 2,737股 | $68.6万 | 2,807股 | -70股-2.49% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.34% | 0.35% | $69.5万 | 1.4万股 | $64.7万 | 1.4万股 | -380股-2.68% | 减仓 |
 亚马逊AMZN |
| 0.31% | 0.3% | $64.0万 | 2,685股 | $55.9万 | 2,685股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.24% | 0.15% | $50.6万 | 700股 | $27.4万 | 802股 | -102股-12.72% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.23% | 0.24% | $48.0万 | 1,525股 | $43.8万 | 1,525股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.23% | 0.17% | $47.5万 | 1,142股 | $30.9万 | 1,142股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPTM |
| 0.21% | 0.19% | $43.5万 | 4,790股 | $35.3万 | 4,466股 | +324股+7.25% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.21% | 0.23% | $42.7万 | 1.4万股 | $42.8万 | 1.4万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.18% | 0.24% | $36.9万 | 2,695股 | $44.8万 | 2,640股 | +55股+2.08% | 加仓 |
 英伟达NVDA |
| 0.16% | 0.15% | $33.6万 | 1,679股 | $28.2万 | 1,616股 | +63股+3.90% | 加仓 |
 谷歌AGOOGL |
| 0.16% | 0.15% | $32.3万 | 903股 | $27.1万 | 943股 | -40股-4.24% | 减仓 |
 微软MSFT |
| 0.15% | 0.16% | $30.8万 | 825股 | $30.5万 | 825股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.12% | — | $24.0万 | 200股 | $0 | 0股 | +200股 | 新买入 |
 AMGEN COMAMGN |
| 0.11% | 0.12% | $22.1万 | 610股 | $21.5万 | 610股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPEM |
| 0.1% | — | $20.4万 | 3,940股 | $0 | 0股 | +3,940股 | 新买入 |
| S道富SPIB |
| 0.1% | 0.11% | $20.1万 | 6,005股 | $20.1万 | 6,005股 | 00.00% | 持仓不变 |
