| V先锋领航·FTSEVEA |
| 7.34% | 7.36% | $1.27亿 | 177.9万股 | $1.12亿 | 174.2万股 | +3.8万股+2.15% | 加仓 |
| IiShares安硕信托IVV |
| 6.82% | 6.62% | $1.18亿 | 15.7万股 | $1.00亿 | 15.4万股 | +3,706股+2.41% | 加仓 |
| IiShares安硕信托AGG |
| 5.04% | 5.53% | $8,714.8万 | 88.0万股 | $8,379.8万 | 84.4万股 | +3.6万股+4.30% | 加仓 |
| V先锋领航·MIDVO |
| 4.49% | 4.42% | $7,751.5万 | 96.2万股 | $6,699.1万 | 23.3万股 | +72.9万股+312.43% | 加仓 |
| AAvantis·U SAVUV |
| 4.44% | 4.4% | $7,672.1万 | 61.5万股 | $6,665.3万 | 60.3万股 | +1.2万股+1.92% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 4.02% | 4.02% | $6,941.9万 | 29.3万股 | $6,090.7万 | 28.3万股 | +1.0万股+3.59% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.69% | 3.73% | $6,376.8万 | 106.8万股 | $5,661.1万 | 104.7万股 | +2.1万股+2.00% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.9% | 3.22% | $5,012.5万 | 103.5万股 | $4,874.3万 | 101.4万股 | +2.1万股+2.03% | 加仓 |
| IiShares安硕信托REET |
| 2.63% | 2.62% | $4,537.9万 | 164.3万股 | $3,971.4万 | 157.9万股 | +6.4万股+4.04% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 2.43% | 2.66% | $4,200.9万 | 80.2万股 | $4,039.4万 | 76.9万股 | +3.3万股+4.30% | 加仓 |
 苹果AAPL |
| 2.28% | 2.24% | $3,943.6万 | 13.6万股 | $3,403.0万 | 13.4万股 | +2,198股+1.64% | 加仓 |
 英伟达NVDA |
| 2.09% | 2.03% | $3,610.8万 | 18.0万股 | $3,081.5万 | 17.7万股 | +3,771股+2.13% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.03% | 2.23% | $3,511.0万 | 45.1万股 | $3,387.4万 | 43.2万股 | +1.9万股+4.31% | 加仓 |
 艾伯维ABBV |
| 1.58% | 1.56% | $2,736.9万 | 10.9万股 | $2,368.8万 | 10.9万股 | -155股-0.14% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.38% | 1.42% | $2,380.2万 | 9.8万股 | $2,152.3万 | 9.9万股 | -1,114股-1.12% | 减仓 |
 微软MSFT |
| 1.16% | 1.33% | $1,999.9万 | 5.4万股 | $2,016.9万 | 5.4万股 | -871股-1.60% | 减仓 |
| IiShares安硕信托IEFA |
| 1.05% | 1.12% | $1,818.6万 | 18.8万股 | $1,695.1万 | 18.7万股 | +1,058股+0.57% | 加仓 |
| IiShares安硕·COREIJH |
| 1.02% | 1.03% | $1,763.2万 | 22.9万股 | $1,561.0万 | 23.1万股 | -2,494股-1.08% | 减仓 |
| IiShares安硕IEMG |
| 0.98% | 0.95% | $1,696.0万 | 20.5万股 | $1,433.3万 | 20.5万股 | -754股-0.37% | 减仓 |
| V先锋领航·TOTALBND |
| 0.98% | 1.11% | $1,694.9万 | 23.1万股 | $1,689.4万 | 22.9万股 | +1,474股+0.64% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.97% | 0.89% | $1,678.1万 | 4.7万股 | $1,353.2万 | 4.7万股 | +322股+0.68% | 加仓 |
 亚马逊AMZN |
| 0.95% | 0.93% | $1,647.7万 | 6.9万股 | $1,409.1万 | 6.8万股 | +1,476股+2.18% | 加仓 |
 摩根大通JPM |
| 0.94% | 0.95% | $1,624.0万 | 5.0万股 | $1,447.6万 | 4.9万股 | +403股+0.82% | 加仓 |
| IiShares安硕信托GVI |
| 0.93% | 0.99% | $1,600.2万 | 14.9万股 | $1,500.4万 | 14.1万股 | +7,340股+5.19% | 加仓 |
 谷歌AGOOGL |
| 0.92% | 0.83% | $1,589.3万 | 4.4万股 | $1,256.1万 | 4.4万股 | +790股+1.81% | 加仓 |
| V先锋领航指数基金VB |
| 0.91% | 0.9% | $1,580.1万 | 5.2万股 | $1,362.1万 | 5.2万股 | +123股+0.24% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.89% | 0.97% | $1,538.5万 | 3.1万股 | $1,473.1万 | 3.1万股 | +6股+0.02% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.87% | 0.95% | $1,497.7万 | 20股 | $1,436.3万 | 20股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.81% | 0.9% | $1,393.3万 | 27.5万股 | $1,358.7万 | 27.2万股 | +3,126股+1.15% | 加仓 |
| G通用动力VTI |
| 0.75% | 0.57% | $1,294.8万 | 3.5万股 | $859.3万 | 2.7万股 | +8,205股+30.63% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.74% | 0.77% | $1,276.5万 | 25.2万股 | $1,165.7万 | 23.3万股 | +1.9万股+8.30% | 加仓 |
| IiShares安硕信托GVI |
| 0.71% | 0.79% | $1,225.7万 | 11.5万股 | $1,191.1万 | 11.2万股 | +3,281股+2.93% | 加仓 |
 博通AVGO |
| 0.61% | 0.56% | $1,055.0万 | 2.8万股 | $855.5万 | 2.8万股 | +289股+1.05% | 加仓 |
 台积电TSM |
| 0.6% | 0.47% | $1,038.7万 | 2.2万股 | $710.3万 | 2.1万股 | +730股+3.47% | 加仓 |
 雅培ABT |
| 0.58% | 0.81% | $994.6万 | 11.0万股 | $1,229.3万 | 12.0万股 | -1.0万股-8.46% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.57% | 0.56% | $977.4万 | 6.2万股 | $855.9万 | 6.2万股 | +392股+0.63% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.54% | 0.54% | $930.4万 | 11.1万股 | $817.6万 | 10.9万股 | +2,228股+2.05% | 加仓 |
 礼来LLY |
| 0.53% | 0.44% | $911.4万 | 7,599股 | $671.9万 | 7,306股 | +293股+4.01% | 加仓 |
| V先锋领航指数基金VOO |
| 0.45% | 0.42% | $780.5万 | 1.1万股 | $633.7万 | 1.1万股 | +759股+7.16% | 加仓 |
 Meta平台META |
| 0.41% | 0.46% | $706.5万 | 1.3万股 | $700.3万 | 1.2万股 | +302股+2.47% | 加仓 |
 美光科技MU |
| 0.41% | 0.13% | $706.4万 | 6,120股 | $194.6万 | 5,761股 | +359股+6.23% | 加仓 |
 特斯拉TSLA |
| 0.4% | 0.39% | $689.6万 | 1.6万股 | $585.8万 | 1.6万股 | +638股+4.05% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.39% | 0.37% | $670.4万 | 13.1万股 | $566.1万 | 11.1万股 | +2.0万股+18.38% | 加仓 |
| VVANECK MERK GOLD TRUSTOUNZ |
| 0.37% | 0.5% | $647.5万 | 16.8万股 | $755.8万 | 16.8万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.37% | 0.39% | $636.7万 | 6.6万股 | $587.4万 | 6.6万股 | -196股-0.30% | 减仓 |
| V先锋领航白厅基金VNQ |
| 0.33% | 0.35% | $566.7万 | 6.1万股 | $531.3万 | 6.0万股 | +626股+1.04% | 加仓 |
| V先锋领航指数基金VV |
| 0.32% | 0.32% | $560.9万 | 1.6万股 | $482.8万 | 1.6万股 | +152股+0.94% | 加仓 |
 宝洁PG |
| 0.32% | 0.36% | $554.9万 | 3.8万股 | $551.5万 | 3.8万股 | -345股-0.90% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.32% | 0.3% | $549.9万 | 7,364股 | $452.0万 | 6,950股 | +414股+5.96% | 加仓 |
 AMD超威AMD |
| 0.31% | 0.12% | $540.3万 | 9,301股 | $177.8万 | 8,742股 | +559股+6.39% | 加仓 |
