| V先锋领航·FTSEVEA |
| 10.36% | 10.42% | $2,518.8万 | 35.4万股 | $2,218.7万 | 34.6万股 | +7,267股+2.10% | 加仓 |
| IiShares安硕信托IVV |
| 6.9% | 6.88% | $1,678.5万 | 2.2万股 | $1,465.8万 | 2.2万股 | -26股-0.12% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 6.84% | 6.99% | $1,664.0万 | 7.0万股 | $1,487.6万 | 6.9万股 | +1,153股+1.67% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 6.52% | 6.44% | $1,586.3万 | 7.2万股 | $1,372.5万 | 7.2万股 | +738股+1.03% | 加仓 |
| IiShares安硕信托AGG |
| 6.17% | 6.68% | $1,500.3万 | 15.2万股 | $1,422.8万 | 14.3万股 | +8,245股+5.75% | 加仓 |
| IiShares安硕信托IEFA |
| 5.82% | 6.38% | $1,414.1万 | 14.6万股 | $1,358.1万 | 15.0万股 | -3,600股-2.40% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 5.64% | 5.59% | $1,371.5万 | 47.4万股 | $1,191.0万 | 47.4万股 | -911股-0.19% | 减仓 |
| IiShares安硕信托SGOV |
| 4.06% | 3.19% | $986.8万 | 9.8万股 | $679.4万 | 6.7万股 | +3.1万股+45.24% | 加仓 |
| IiShares安硕·S&PIUSG |
| 3.75% | 3.56% | $911.5万 | 4.8万股 | $758.5万 | 4.9万股 | -439股-0.90% | 减仓 |
| IiShares安硕信托IUSV |
| 3.4% | 3.61% | $827.7万 | 7.5万股 | $769.1万 | 7.5万股 | -78股-0.10% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.75% | 2.76% | $667.5万 | 11.2万股 | $588.5万 | 10.9万股 | +2,948股+2.71% | 加仓 |
| V先锋领航·TOTALBND |
| 2.18% | 2.51% | $529.6万 | 7.2万股 | $534.1万 | 7.3万股 | -392股-0.54% | 减仓 |
 英伟达NVDA |
| 2.17% | 2.14% | $528.0万 | 2.6万股 | $456.6万 | 2.6万股 | +205股+0.78% | 加仓 |
| IiShares安硕信托GVI |
| 2.03% | 2.29% | $494.7万 | 4.6万股 | $487.9万 | 4.6万股 | +6股+0.01% | 加仓 |
| SSPDR道富系列信托SPYG |
| 1.95% | 1.89% | $475.0万 | 4.0万股 | $403.0万 | 4.1万股 | -1,243股-3.02% | 减仓 |
 苹果AAPL |
| 1.93% | 1.9% | $468.2万 | 1.6万股 | $404.5万 | 1.6万股 | +245股+1.54% | 加仓 |
| S道富SPYV |
| 1.83% | 1.96% | $444.5万 | 7.3万股 | $418.4万 | 7.4万股 | -841股-1.14% | 减仓 |
| IiShares安硕IEMG |
| 1.7% | 1.66% | $412.2万 | 5.0万股 | $354.2万 | 5.1万股 | -1,017股-2.00% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.38% | 1.57% | $335.0万 | 6.6万股 | $333.5万 | 6.7万股 | -612股-0.92% | 减仓 |
| S嘉信策略信托SCHF |
| 1.32% | 1.41% | $320.4万 | 11.6万股 | $299.6万 | 12.1万股 | -5,364股-4.43% | 减仓 |
 微软MSFT |
| 1.2% | 1.39% | $292.4万 | 7,840股 | $296.0万 | 7,996股 | -156股-1.95% | 减仓 |
 亚马逊AMZN |
| 1.05% | 1.04% | $255.5万 | 1.1万股 | $221.9万 | 1.1万股 | +66股+0.62% | 加仓 |
 谷歌AGOOGL |
| 0.97% | 0.88% | $234.8万 | 6,571股 | $188.4万 | 6,551股 | +20股+0.31% | 加仓 |
 特斯拉TSLA |
| 0.85% | 0.83% | $205.9万 | 4,896股 | $175.9万 | 4,731股 | +165股+3.49% | 加仓 |
| IiShares安硕信托IWV |
| 0.79% | 0.78% | $192.2万 | 4,508股 | $167.1万 | 4,508股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.78% | 0.73% | $190.5万 | 5,044股 | $155.0万 | 5,008股 | +36股+0.72% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.7% | 0.64% | $170.5万 | 4,826股 | $136.3万 | 4,752股 | +74股+1.56% | 加仓 |
| IiShares安硕·COREIJH |
| 0.66% | 0.66% | $160.3万 | 2.1万股 | $140.4万 | 2.1万股 | 00.00% | 持仓不变 |
| S道富SLYG |
| 0.63% | 0.56% | $152.2万 | 1.3万股 | $119.7万 | 1.2万股 | +388股+3.13% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.61% | 0.6% | $149.1万 | 1.4万股 | $126.9万 | 1.3万股 | +246股+1.83% | 加仓 |
 Meta平台META |
| 0.56% | 0.66% | $135.5万 | 2,406股 | $141.1万 | 2,466股 | -60股-2.43% | 减仓 |
| V先锋领航指数基金VOO |
| 0.55% | 0.55% | $133.5万 | 1,944股 | $116.2万 | 1,944股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.55% | 0.18% | $133.0万 | 1,152股 | $37.4万 | 1,107股 | +45股+4.07% | 加仓 |
 AMD超威AMD |
| 0.47% | 0.19% | $113.7万 | 1,958股 | $40.9万 | 2,011股 | -53股-2.64% | 减仓 |
 礼来LLY |
| 0.46% | 0.4% | $112.0万 | 934股 | $85.5万 | 930股 | +4股+0.43% | 加仓 |
 摩根大通JPM |
| 0.44% | 0.45% | $107.0万 | 3,270股 | $96.7万 | 3,289股 | -19股-0.58% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.42% | 0.48% | $101.2万 | 2,022股 | $102.0万 | 2,128股 | -106股-4.98% | 减仓 |
| IiShares安硕·COREIJR |
| 0.35% | 0.34% | $85.9万 | 5,795股 | $72.3万 | 5,814股 | -19股-0.33% | 减仓 |
| IiShares安硕信托ITOT |
| 0.32% | 0.32% | $78.4万 | 4,789股 | $67.7万 | 4,789股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFV |
| 0.3% | 0.33% | $72.2万 | 9,437股 | $70.2万 | 9,437股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.27% | 0.16% | $65.0万 | 1,499股 | $33.6万 | 1,572股 | -73股-4.64% | 减仓 |
 VisaV |
| 0.26% | 0.25% | $64.1万 | 1,868股 | $54.1万 | 1,791股 | +77股+4.30% | 加仓 |
| V先锋领航指数基金VUG |
| 0.26% | 0.25% | $63.8万 | 7,404股 | $53.9万 | 1,234股 | +6,170股+500.00% | 加仓 |
 英特尔INTC |
| 0.26% | — | $62.4万 | 4,467股 | $0 | 0股 | +4,467股 | 新买入 |
| S嘉信策略信托SCHM |
| 0.26% | 0.25% | $62.1万 | 1.7万股 | $52.2万 | 1.7万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.24% | 0.19% | $59.4万 | 558股 | $40.6万 | 573股 | -15股-2.62% | 减仓 |
 科磊KLAC |
| 0.24% | 0.13% | $58.9万 | 1,953股 | $27.5万 | 187股 | +1,766股+944.39% | 加仓 |
 沃尔玛WMT |
| 0.24% | 0.3% | $58.2万 | 5,138股 | $64.7万 | 5,203股 | -65股-1.25% | 减仓 |
 应用材料AMAT |
| 0.23% | 0.12% | $56.8万 | 786股 | $25.7万 | 751股 | +35股+4.66% | 加仓 |
 艾伯维ABBV |
| 0.23% | 0.22% | $55.1万 | 2,188股 | $47.9万 | 2,202股 | -14股-0.64% | 减仓 |
