| V先锋领航指数基金VB |
| 7.14% | 6.22% | $1.20亿 | 39.5万股 | $9,680.6万 | 37.0万股 | +2.6万股+6.96% | 加仓 |
| IiShares安硕信托AGG |
| 5.75% | 6.26% | $9,660.5万 | 97.6万股 | $9,733.0万 | 98.0万股 | -4,457股-0.45% | 减仓 |
| V先锋领航·MIDVO |
| 5.14% | 5.53% | $8,637.6万 | 107.2万股 | $8,610.5万 | 30.0万股 | +77.2万股+257.56% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 4.46% | 5.79% | $7,494.5万 | 128.8万股 | $9,000.3万 | 153.7万股 | -25.0万股-16.24% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 3.92% | 4.57% | $6,577.7万 | 130.1万股 | $7,111.7万 | 140.5万股 | -10.4万股-7.44% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 3.89% | 3.94% | $6,535.4万 | 62.9万股 | $6,126.8万 | 63.1万股 | -1,659股-0.26% | 减仓 |
| V先锋领航指数基金VUG |
| 3.74% | 3.53% | $6,273.7万 | 72.8万股 | $5,495.6万 | 12.6万股 | +60.3万股+478.87% | 加仓 |
| V先锋领航指数基金VTV |
| 3.64% | 3.57% | $6,106.8万 | 28.0万股 | $5,546.8万 | 28.3万股 | -2,492股-0.88% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.46% | 2.34% | $4,122.8万 | 69.1万股 | $3,632.9万 | 67.2万股 | +1.9万股+2.76% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.24% | 2.09% | $3,756.5万 | 5.0万股 | $3,258.9万 | 5.0万股 | +192股+0.38% | 加仓 |
 苹果AAPL |
| 1.84% | 1.68% | $3,096.2万 | 10.7万股 | $2,620.8万 | 10.3万股 | +3,735股+3.62% | 加仓 |
| IiShares安硕信托STIP |
| 1.76% | 0.01% | $2,948.7万 | 28.9万股 | $21.6万 | 2,085股 | +28.7万股+13,743.45% | 加仓 |
 英伟达NVDA |
| 1.49% | 1.33% | $2,493.3万 | 12.5万股 | $2,069.0万 | 11.9万股 | +5,975股+5.04% | 加仓 |
| V先锋领航指数基金VV |
| 1.41% | 1.29% | $2,371.9万 | 6.9万股 | $2,006.5万 | 6.7万股 | +1,828股+2.72% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.33% | 1.46% | $2,227.3万 | 28.2万股 | $2,274.0万 | 28.7万股 | -5,048股-1.76% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.32% | 1.26% | $2,217.9万 | 3.2万股 | $1,957.6万 | 3.2万股 | -206股-0.65% | 减仓 |
| IiShares安硕信托IVV |
| 1.27% | 1.19% | $2,128.2万 | 2.8万股 | $1,858.6万 | 2.8万股 | -35股-0.12% | 减仓 |
| V先锋领航债券指数基金BIV |
| 1.26% | 1.34% | $2,121.6万 | 27.7万股 | $2,078.6万 | 26.9万股 | +7,295股+2.71% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.16% | 1.18% | $1,949.5万 | 12.3万股 | $1,836.5万 | 12.4万股 | -644股-0.52% | 减仓 |
| IiShares安硕信托DVY |
| 1.16% | 1.21% | $1,943.2万 | 12.4万股 | $1,885.8万 | 12.5万股 | -225股-0.18% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.08% | 1.08% | $1,818.7万 | 8.0万股 | $1,687.8万 | 8.0万股 | +167股+0.21% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.02% | 1.2% | $1,705.9万 | 18.0万股 | $1,863.2万 | 19.5万股 | -1.5万股-7.60% | 减仓 |
 微软MSFT |
| 0.97% | 1.03% | $1,623.8万 | 4.4万股 | $1,606.1万 | 4.3万股 | +143股+0.33% | 加仓 |
 沃尔玛WMT |
| 0.96% | 1.14% | $1,609.1万 | 14.2万股 | $1,771.9万 | 14.3万股 | -506股-0.35% | 减仓 |
 亚马逊AMZN |
| 0.86% | 0.76% | $1,446.0万 | 6.1万股 | $1,180.4万 | 5.7万股 | +3,993股+7.05% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.83% | 0.94% | $1,398.2万 | 27.4万股 | $1,457.0万 | 28.6万股 | -1.2万股-4.23% | 减仓 |
 博通AVGO |
| 0.8% | 0.72% | $1,340.0万 | 3.5万股 | $1,113.1万 | 3.6万股 | -488股-1.36% | 减仓 |
 谷歌AGOOGL |
| 0.78% | 0.67% | $1,304.3万 | 3.6万股 | $1,047.0万 | 3.6万股 | +87股+0.24% | 加仓 |
 TRUSTMARKTRMK |
| 0.74% | 0.78% | $1,246.0万 | 27.1万股 | $1,206.3万 | 28.6万股 | -1.5万股-5.40% | 减仓 |
 台积电TSM |
| 0.74% | 0.59% | $1,244.0万 | 2.6万股 | $913.7万 | 2.7万股 | -990股-3.66% | 减仓 |
 摩根大通JPM |
| 0.7% | 0.68% | $1,175.8万 | 3.6万股 | $1,056.5万 | 3.6万股 | +7股+0.02% | 加仓 |
| C花旗集团C |
| 0.7% | 0.62% | $1,173.2万 | 8.4万股 | $968.0万 | 8.5万股 | -1,526股-1.79% | 减仓 |
 派克汉尼汾PH |
| 0.7% | 0.7% | $1,170.4万 | 1.2万股 | $1,090.0万 | 1.2万股 | -209股-1.72% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.7% | 0.61% | $1,169.5万 | 3.3万股 | $944.7万 | 3.3万股 | +167股+0.51% | 加仓 |
 思科CSCO |
| 0.67% | 0.48% | $1,120.2万 | 9.5万股 | $747.1万 | 9.6万股 | -921股-0.96% | 减仓 |
| IIBMIBM |
| 0.66% | 0.8% | $1,116.0万 | 4.0万股 | $1,243.4万 | 5.1万股 | -1.2万股-22.64% | 减仓 |
| BBANK OF AMERBAC |
| 0.65% | 0.6% | $1,094.2万 | 19.2万股 | $939.5万 | 19.3万股 | -700股-0.36% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.64% | 0.63% | $1,072.0万 | 2.1万股 | $978.9万 | 2.0万股 | +996股+4.88% | 加仓 |
 Meta平台META |
| 0.62% | 0.68% | $1,043.5万 | 1.9万股 | $1,064.5万 | 1.9万股 | -81股-0.44% | 减仓 |
 艾伯维ABBV |
| 0.59% | 0.54% | $992.2万 | 3.9万股 | $841.8万 | 3.9万股 | +724股+1.87% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.59% | 0.6% | $991.1万 | 18.9万股 | $939.4万 | 17.9万股 | +1.0万股+5.80% | 加仓 |
| IiShares安硕信托EEM |
| 0.58% | 0.49% | $969.8万 | 14.2万股 | $760.8万 | 13.4万股 | +7,792股+5.82% | 加仓 |
| R拉夫劳伦RL |
| 0.55% | 0.52% | $924.6万 | 2.3万股 | $803.0万 | 2.3万股 | -311股-1.33% | 减仓 |
 埃克森美孚XOM |
| 0.53% | 0.72% | $896.3万 | 6.6万股 | $1,114.3万 | 6.6万股 | -119股-0.18% | 减仓 |
| IiShares安硕信托EFAV |
| 0.49% | 0.55% | $828.4万 | 9.4万股 | $848.7万 | 9.3万股 | +1,570股+1.69% | 加仓 |
 卡地纳健康CAH |
| 0.48% | 0.46% | $804.3万 | 3.4万股 | $720.9万 | 3.4万股 | -260股-0.76% | 减仓 |
 泛林集团LRCX |
| 0.48% | 0.26% | $802.7万 | 1.9万股 | $399.7万 | 1.9万股 | -182股-0.97% | 减仓 |
| V先锋领航·TOTALBND |
| 0.46% | 0.5% | $773.2万 | 10.5万股 | $775.6万 | 10.5万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.45% | 0.37% | $762.1万 | 1.0万股 | $577.3万 | 1.0万股 | +347股+3.47% | 加仓 |
 南方电力SO |
| 0.45% | 0.49% | $754.6万 | 7.9万股 | $762.6万 | 7.9万股 | -167股-0.21% | 减仓 |
