| G通用动力VTI |
| 51.46% | 47.35% | $1.28亿 | 34.6万股 | $1.08亿 | 33.8万股 | +7,910股+2.34% | 加仓 |
| IiShares黄金信托IAU |
| 15.6% | 20.37% | $3,878.8万 | 51.4万股 | $4,662.3万 | 52.9万股 | -1.5万股-2.87% | 减仓 |
| V先锋领航STAR基金VXUS |
| 13.81% | 12.67% | $3,433.7万 | 40.2万股 | $2,900.2万 | 37.6万股 | +2.6万股+6.79% | 加仓 |
| V先锋领航指数基金VOO |
| 11.26% | 10.71% | $2,800.2万 | 4.1万股 | $2,451.2万 | 4.1万股 | -250股-0.61% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.22% | 1.27% | $303.1万 | 6,058股 | $290.3万 | 6,058股 | 00.00% | 持仓不变 |
 雷蒙德詹姆斯RJF |
| 1.17% | 1.21% | $290.6万 | 1.9万股 | $276.8万 | 1.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 1.07% | 0.67% | $266.5万 | 6.7万股 | $153.8万 | 3.3万股 | +3.4万股+102.22% | 加仓 |
| V先锋领航指数基金VOT |
| 0.89% | 0.83% | $222.1万 | 7,250股 | $189.9万 | 7,381股 | -131股-1.77% | 减仓 |
 埃克森美孚XOM |
| 0.76% | 0.96% | $189.4万 | 1.4万股 | $220.1万 | 1.3万股 | +879股+6.77% | 加仓 |
 亚马逊AMZN |
| 0.65% | 0.62% | $161.1万 | 6,760股 | $141.2万 | 6,782股 | -22股-0.32% | 减仓 |
| EENERGY TRANSFER L PET |
| 0.37% | 0.46% | $91.2万 | 4.8万股 | $106.0万 | 5.5万股 | -7,200股-13.12% | 减仓 |
| S嘉信·USSCHX |
| 0.29% | 0.28% | $72.3万 | 2.5万股 | $63.0万 | 2.5万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.24% | 0.43% | $59.6万 | 1,598股 | $97.4万 | 2,632股 | -1,034股-39.29% | 减仓 |
| SSPDR黄金信托GLD |
| 0.22% | 0.28% | $53.7万 | 1,458股 | $63.6万 | 1,477股 | -19股-1.29% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.2% | 0.2% | $50.2万 | 5,997股 | $44.8万 | 5,970股 | +27股+0.45% | 加仓 |
 强生JNJ |
| 0.19% | 0.16% | $48.4万 | 1,906股 | $36.8万 | 1,506股 | +400股+26.56% | 加仓 |
 ADPADP |
| 0.13% | 0.13% | $32.9万 | 1,468股 | $29.8万 | 1,468股 | 00.00% | 持仓不变 |
 威廉姆斯WMB |
| 0.13% | — | $32.0万 | 4,300股 | $0 | 0股 | +4,300股 | 新买入 |
 雷神技术RTX |
| 0.12% | 0.13% | $29.0万 | 1,528股 | $29.5万 | 1,528股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.11% | 0.11% | $28.5万 | 984股 | $25.6万 | 1,009股 | -25股-2.48% | 减仓 |
 ONEOKOKE |
| 0.1% | — | $24.8万 | 2,852股 | $0 | 0股 | +2,852股 | 新买入 |
