| V先锋领航全球基金ESGV |
| 24.87% | 23.84% | $6,604.6万 | 49.9万股 | $5,610.5万 | 50.0万股 | -290股-0.06% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 16.66% | 17.07% | $4,424.4万 | 43.0万股 | $4,017.2万 | 42.0万股 | +1.0万股+2.43% | 加仓 |
| IiShares安硕信托ITOT |
| 16.02% | 15.71% | $4,252.9万 | 26.0万股 | $3,697.5万 | 26.1万股 | -1,605股-0.61% | 减仓 |
| IiShares安硕信托EUSB |
| 10.44% | 11.47% | $2,772.7万 | 63.8万股 | $2,700.0万 | 62.1万股 | +1.7万股+2.81% | 加仓 |
| IiShares安硕ESGE |
| 10.26% | 9.38% | $2,724.5万 | 49.8万股 | $2,208.2万 | 48.6万股 | +1.3万股+2.58% | 加仓 |
| IiShares安硕信托IBDU |
| 5.38% | 5.93% | $1,429.8万 | 61.8万股 | $1,396.1万 | 60.3万股 | +1.4万股+2.35% | 加仓 |
| IiShares安硕信托GVI |
| 2.81% | 3.04% | $746.3万 | 6.9万股 | $715.5万 | 6.7万股 | +1,948股+2.89% | 加仓 |
| C资本集团固定收益ETF信托CGMU |
| 2.32% | 2.44% | $615.9万 | 22.4万股 | $574.5万 | 21.2万股 | +1.3万股+5.95% | 加仓 |
 苹果AAPL |
| 2.1% | 2.1% | $558.7万 | 1.9万股 | $495.0万 | 2.0万股 | -198股-1.02% | 减仓 |
| IiShares安硕信托SUSB |
| 1.71% | 1.88% | $452.9万 | 18.1万股 | $442.9万 | 17.7万股 | +4,542股+2.57% | 加仓 |
 VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF |
| 1.14% | 1.27% | $302.8万 | 17.5万股 | $299.2万 | 17.3万股 | +1,601股+0.93% | 加仓 |
| NNUVEEN ESGNUSC |
| 0.91% | 0.87% | $240.3万 | 4.6万股 | $205.6万 | 4.6万股 | +483股+1.06% | 加仓 |
 应用材料AMAT |
| 0.67% | 0.36% | $177.7万 | 2,458股 | $85.2万 | 2,492股 | -34股-1.36% | 减仓 |
| V先锋领航指数基金VOO |
| 0.5% | 0.46% | $133.4万 | 1,943股 | $107.6万 | 1,801股 | +142股+7.88% | 加仓 |
 微软MSFT |
| 0.48% | 0.54% | $127.0万 | 3,406股 | $126.1万 | 3,406股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.46% | 0.46% | $123.0万 | 3,325股 | $108.9万 | 3,395股 | -70股-2.06% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.33% | 0.32% | $87.8万 | 1,175股 | $76.4万 | 1,175股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 0.27% | 0.35% | $72.0万 | 2,300股 | $81.9万 | 2,300股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.27% | 0.31% | $70.9万 | 1,258股 | $72.0万 | 1,258股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.22% | 0.16% | $58.7万 | 4,996股 | $38.8万 | 4,996股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.21% | 0.24% | $55.2万 | 1,754股 | $57.6万 | 1,754股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.18% | 0.16% | $48.0万 | 401股 | $36.8万 | 401股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.17% | 0.16% | $44.3万 | 1,761股 | $38.3万 | 1,761股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.16% | 0.16% | $43.4万 | 579股 | $37.8万 | 579股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.15% | 0.14% | $38.7万 | 1,625股 | $33.8万 | 1,625股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.14% | 0.12% | $36.9万 | 3,087股 | $28.0万 | 401股 | +2,686股+669.83% | 加仓 |
 AMD超威AMD |
| 0.13% | — | $34.9万 | 600股 | $0 | 0股 | +600股 | 新买入 |
 摩根大通JPM |
| 0.13% | 0.14% | $34.7万 | 1,059股 | $32.0万 | 1,089股 | -30股-2.75% | 减仓 |
 强生JNJ |
| 0.13% | 0.14% | $34.6万 | 1,361股 | $33.5万 | 1,371股 | -10股-0.73% | 减仓 |
| IiShares安硕信托CMF |
| 0.13% | 0.14% | $33.5万 | 5,805股 | $32.2万 | 5,665股 | +140股+2.47% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.12% | 0.12% | $30.6万 | 1,293股 | $28.4万 | 1,322股 | -29股-2.19% | 减仓 |
 AMGEN COMAMGN |
| 0.1% | 0.1% | $25.3万 | 700股 | $24.6万 | 700股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.09% | 0.1% | $24.0万 | 680股 | $22.4万 | 680股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.09% | 0.09% | $24.0万 | 2,784股 | $20.3万 | 464股 | +2,320股+500.00% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.09% | 0.1% | $23.8万 | 4,090股 | $24.2万 | 4,129股 | -39股-0.94% | 减仓 |
 万事达MA |
| 0.08% | 0.09% | $21.8万 | 425股 | $21.5万 | 430股 | -5股-1.16% | 减仓 |
 博通AVGO |
| 0.08% | — | $21.6万 | 571股 | $0 | 0股 | +571股 | 新买入 |
