| V先锋领航指数基金VOO |
| 9.89% | 10.3% | $3,489.5万 | 5.1万股 | $2,805.1万 | 4.7万股 | +3,864股+8.23% | 加仓 |
| G通用动力VTI |
| 3.57% | 4.01% | $1,259.7万 | 3.4万股 | $1,092.1万 | 3.4万股 | +3股+0.01% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.88% | 2.96% | $1,014.8万 | 1.4万股 | $806.4万 | 1.2万股 | +1,190股+9.60% | 加仓 |
| IiShares安硕信托DGRO |
| 2.46% | 2.81% | $868.8万 | 11.5万股 | $766.1万 | 10.9万股 | +5,464股+5.01% | 加仓 |
| V先锋领航指数基金VTV |
| 2.44% | 2.82% | $862.7万 | 4.0万股 | $767.0万 | 3.9万股 | +495股+1.27% | 加仓 |
 ONEOKOKE |
| 2.28% | 3.07% | $802.8万 | 9.2万股 | $834.7万 | 9.2万股 | +5股+0.01% | 加仓 |
 微软MSFT |
| 2.25% | 1.5% | $794.9万 | 2.1万股 | $409.0万 | 1.1万股 | +1.0万股+92.87% | 加仓 |
 谷歌AGOOGL |
| 1.89% | 0.17% | $666.9万 | 1.9万股 | $45.5万 | 1,581股 | +1.7万股+1,080.39% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 1.84% | 2.24% | $648.6万 | 12.4万股 | $609.8万 | 11.7万股 | +6,498股+5.53% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.8% | 0.8% | $634.8万 | 1.3万股 | $217.8万 | 4,546股 | +8,140股+179.06% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.66% | 1.7% | $586.4万 | 8.2万股 | $463.8万 | 7.2万股 | +9,915股+13.70% | 加仓 |
 英伟达NVDA |
| 1.61% | 0.55% | $567.6万 | 2.8万股 | $149.5万 | 8,570股 | +2.0万股+231.00% | 加仓 |
 强生JNJ |
| 1.5% | 0.8% | $530.1万 | 2.1万股 | $217.3万 | 8,889股 | +1.2万股+134.83% | 加仓 |
| I景顺·S&PRWL |
| 1.41% | 1.57% | $498.7万 | 3.9万股 | $427.9万 | 3.7万股 | +1,803股+4.84% | 加仓 |
 阿斯麦ASML |
| 1.37% | — | $481.8万 | 2,422股 | $0 | 0股 | +2,422股 | 新买入 |
 诺和诺德NVO |
| 1.36% | — | $478.9万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| UUNILEVER SPON ADR NEWUL |
| 1.28% | 0.23% | $451.3万 | 7.5万股 | $62.6万 | 1.1万股 | +6.4万股+583.08% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.19% | 1.38% | $420.7万 | 8.3万股 | $375.9万 | 7.4万股 | +8,908股+11.99% | 加仓 |
 威廉姆斯WMB |
| 1.14% | 1.48% | $404.0万 | 5.4万股 | $403.8万 | 5.5万股 | -1,140股-2.05% | 减仓 |
 苹果AAPL |
| 1.13% | 0.64% | $399.2万 | 1.4万股 | $174.4万 | 6,873股 | +6,923股+100.73% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 1.12% | 1.29% | $394.6万 | 7,554股 | $351.5万 | 7,588股 | -34股-0.45% | 减仓 |
| J骏利亨德森JAAA |
| 1.09% | 1.4% | $383.1万 | 7.6万股 | $382.2万 | 7.6万股 | 00.00% | 持仓不变 |
 美敦力MDT |
| 1.06% | 0.22% | $375.7万 | 4.8万股 | $60.1万 | 6,932股 | +4.1万股+592.82% | 加仓 |
| V先锋领航指数基金VUG |
| 1.03% | 1.09% | $363.0万 | 4.2万股 | $297.5万 | 6,811股 | +3.5万股+518.68% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.03% | 1.17% | $362.3万 | 6.9万股 | $318.2万 | 6.1万股 | +8,587股+14.19% | 加仓 |
| IiShares安硕信托IWD |
| 0.98% | 1.12% | $345.7万 | 1.4万股 | $304.7万 | 1.4万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.98% | — | $345.3万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 摩根大通JPM |
| 0.95% | 1.11% | $336.9万 | 1.0万股 | $302.7万 | 1.0万股 | +1股+0.01% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.88% | 0.96% | $311.6万 | 11.7万股 | $261.3万 | 10.0万股 | +1.8万股+17.83% | 加仓 |
 OGE ENERGYOGE |
| 0.85% | 1.09% | $301.5万 | 6.2万股 | $297.2万 | 6.2万股 | +6股+0.01% | 加仓 |
 礼来LLY |
| 0.83% | — | $291.2万 | 2,428股 | $0 | 0股 | +2,428股 | 新买入 |
 雪佛龙CVX |
| 0.81% | 1.25% | $286.9万 | 1.7万股 | $339.7万 | 1.6万股 | +889股+5.42% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.81% | 0.96% | $286.2万 | 9,572股 | $260.7万 | 9,572股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.78% | 1.31% | $274.9万 | 6.5万股 | $357.9万 | 7.1万股 | -6,370股-8.93% | 减仓 |
 艾伯维ABBV |
| 0.78% | 0.91% | $273.7万 | 1.1万股 | $246.6万 | 1.1万股 | -464股-4.09% | 减仓 |
 VisaV |
| 0.77% | 0.22% | $272.3万 | 7,935股 | $58.7万 | 1,943股 | +5,992股+308.39% | 加仓 |
 星巴克SBUX |
| 0.77% | — | $270.2万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| IiShares安硕·7-10YRIEF |
| 0.73% | 0.95% | $257.5万 | 2.7万股 | $259.9万 | 2.7万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.72% | 0.51% | $252.8万 | 7,167股 | $139.4万 | 4,238股 | +2,929股+69.11% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.71% | 0.93% | $251.8万 | 5.4万股 | $252.6万 | 5.4万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.71% | 1.15% | $251.8万 | 1.8万股 | $312.4万 | 1.8万股 | +7股+0.04% | 加仓 |
 GRAHAMGHC |
| 0.7% | 0.84% | $247.8万 | 2,171股 | $229.5万 | 2,171股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.69% | 0.47% | $242.6万 | 3,355股 | $127.3万 | 3,724股 | -369股-9.91% | 减仓 |
 通用动力GD |
| 0.68% | — | $238.5万 | 6,732股 | $0 | 0股 | +6,732股 | 新买入 |
 宝洁PG |
| 0.67% | 0.1% | $235.1万 | 1.6万股 | $28.0万 | 1,937股 | +1.4万股+727.83% | 加仓 |
 亚马逊AMZN |
| 0.64% | 0.68% | $225.6万 | 9,466股 | $186.3万 | 8,944股 | +522股+5.84% | 加仓 |
 WHITE MTNS INSWTM |
| 0.63% | 0.87% | $223.9万 | 1,080股 | $237.3万 | 1,080股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.61% | 0.62% | $216.8万 | 2,945股 | $170.0万 | 2,945股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.6% | 0.17% | $211.5万 | 1.1万股 | $47.5万 | 2,464股 | +8,685股+352.48% | 加仓 |
| S道富SPHY |
| 0.55% | 0.72% | $195.8万 | 8.4万股 | $194.8万 | 8.4万股 | 00.00% | 持仓不变 |
