| V先锋领航指数基金VOO |
| 23.26% | 23.19% | $1.50亿 | 21.8万股 | $1.25亿 | 20.9万股 | +9,597股+4.60% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 11.56% | 13.12% | $7,456.2万 | 128.1万股 | $7,055.4万 | 120.5万股 | +7.6万股+6.30% | 加仓 |
| V先锋领航·FTSEVEA |
| 7.98% | 7.89% | $5,143.1万 | 72.2万股 | $4,245.2万 | 66.2万股 | +5.9万股+8.96% | 加仓 |
| V先锋领航指数基金VXF |
| 7.35% | 7% | $4,738.4万 | 19.2万股 | $3,765.5万 | 18.3万股 | +9,484股+5.18% | 加仓 |
| G通用动力VTI |
| 6.23% | 5.63% | $4,015.7万 | 10.9万股 | $3,026.6万 | 9.4万股 | +1.4万股+15.03% | 加仓 |
| EEA SERIES TRUSTFRDM |
| 3.47% | 3.01% | $2,235.1万 | 30.7万股 | $1,619.0万 | 29.6万股 | +1.0万股+3.49% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 3.31% | 3.68% | $2,131.7万 | 36.1万股 | $1,978.9万 | 33.2万股 | +2.9万股+8.76% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 3.27% | 3.68% | $2,111.5万 | 42.0万股 | $1,979.8万 | 39.6万股 | +2.4万股+6.06% | 加仓 |
| V先锋领航指数基金VTV |
| 2.45% | 2.59% | $1,578.8万 | 7.2万股 | $1,391.2万 | 7.1万股 | +1,535股+2.16% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.37% | 0.72% | $1,529.6万 | 2.0万股 | $386.7万 | 5,947股 | +1.5万股+244.43% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.87% | 1.95% | $1,205.5万 | 5.0万股 | $1,046.6万 | 4.8万股 | +1,434股+2.98% | 加仓 |
| IiShares安硕信托SHV |
| 1.8% | 2.16% | $1,161.6万 | 10.5万股 | $1,161.7万 | 10.5万股 | +21股+0.02% | 加仓 |
| V先锋领航指数基金VV |
| 1.6% | 1.67% | $1,029.4万 | 3.0万股 | $899.5万 | 3.0万股 | -165股-0.55% | 减仓 |
 苹果AAPL |
| 1.48% | 1.55% | $953.5万 | 3.3万股 | $833.1万 | 3.3万股 | +126股+0.38% | 加仓 |
| IiShares安硕信托IVV |
| 1.18% | 1.03% | $763.5万 | 1.0万股 | $556.5万 | 8,520股 | +1,675股+19.66% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.06% | 1.04% | $682.4万 | 8.0万股 | $560.8万 | 7.3万股 | +7,102股+9.77% | 加仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 1% | 1.17% | $646.9万 | 6.4万股 | $627.1万 | 6.2万股 | +1,849股+2.98% | 加仓 |
| V先锋领航指数基金VB |
| 0.86% | 0.81% | $554.3万 | 1.8万股 | $433.2万 | 1.7万股 | +1,746股+10.56% | 加仓 |
 Meta平台META |
| 0.78% | 0.95% | $500.3万 | 8,882股 | $511.1万 | 8,933股 | -51股-0.57% | 减仓 |
 英伟达NVDA |
| 0.75% | 0.56% | $482.5万 | 2.4万股 | $300.9万 | 1.7万股 | +6,864股+39.79% | 加仓 |
| IISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFISHG |
| 0.69% | 0.83% | $444.7万 | 6.0万股 | $444.3万 | 6.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.63% | 0.65% | $404.3万 | 3.3万股 | $347.1万 | 8,140股 | +2.4万股+300.00% | 加仓 |
 微软MSFT |
| 0.61% | 0.6% | $392.0万 | 1.1万股 | $321.5万 | 8,686股 | +1,823股+20.99% | 加仓 |
| V先锋领航·MIDVO |
| 0.56% | 0.6% | $363.4万 | 4.5万股 | $323.8万 | 1.1万股 | +3.4万股+299.99% | 加仓 |
| V先锋领航指数基金VUG |
| 0.45% | 0.13% | $291.7万 | 3.4万股 | $67.4万 | 1,542股 | +3.2万股+2,095.78% | 加仓 |
 谷歌AGOOGL |
| 0.44% | 0.38% | $281.6万 | 7,878股 | $203.6万 | 7,079股 | +799股+11.29% | 加仓 |
| IiShares安硕信托IEFA |
| 0.43% | 0.48% | $274.8万 | 2.8万股 | $257.6万 | 2.8万股 | 00.00% | 持仓不变 |
| V先锋领航全球基金ESGV |
| 0.41% | 0.42% | $263.7万 | 2.0万股 | $228.2万 | 2.0万股 | -386股-1.90% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.4% | 0.44% | $258.8万 | 3.1万股 | $239.1万 | 3.3万股 | -1,905股-5.71% | 减仓 |
 亚马逊AMZN |
| 0.4% | 0.42% | $256.4万 | 1.1万股 | $227.4万 | 1.1万股 | -163股-1.49% | 减仓 |
| IiShares安硕·COREIJR |
| 0.37% | 0.38% | $241.0万 | 1.6万股 | $203.5万 | 1.6万股 | -119股-0.73% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.36% | 0.37% | $232.8万 | 3.9万股 | $200.8万 | 3.7万股 | +1,849股+4.98% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.34% | 0.37% | $220.9万 | 2.6万股 | $196.7万 | 2.6万股 | +193股+0.74% | 加仓 |
| IiShares安硕信托IWD |
| 0.33% | 0.35% | $216.0万 | 8,910股 | $190.4万 | 8,910股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.32% | 0.33% | $208.4万 | 1.3万股 | $178.7万 | 1.3万股 | +364股+2.82% | 加仓 |
| NNUSHARES ETF TRNUBD |
| 0.32% | 0.39% | $208.3万 | 9.4万股 | $209.0万 | 9.4万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.32% | 0.31% | $206.1万 | 4,118股 | $166.4万 | 3,473股 | +645股+18.57% | 加仓 |
| I景顺QQQ信托VOO |
| 0.3% | 0.22% | $190.5万 | 2,587股 | $120.4万 | 2,086股 | +501股+24.02% | 加仓 |
| IiShares安硕信托GVI |
| 0.29% | 0.35% | $186.1万 | 1.7万股 | $186.1万 | 1.7万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.28% | 0.29% | $182.4万 | 7,247股 | $158.1万 | 7,269股 | -22股-0.30% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.26% | 0.27% | $170.7万 | 4,831股 | $144.3万 | 5,031股 | -200股-3.98% | 减仓 |
 摩根大通JPM |
| 0.24% | 0.26% | $155.4万 | 4,747股 | $140.0万 | 4,761股 | -14股-0.29% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.23% | 0.25% | $146.2万 | 9,254股 | $137.1万 | 9,257股 | -3股-0.03% | 减仓 |
| IiShares安硕信托ITOT |
| 0.22% | 0.23% | $145.0万 | 8,827股 | $125.7万 | 8,827股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.19% | 0.12% | $124.4万 | 2,871股 | $65.0万 | 3,043股 | -172股-5.65% | 减仓 |
 TERRENO RLTYTRNO |
| 0.19% | 0.32% | $124.0万 | 1.9万股 | $174.4万 | 2.8万股 | -9,249股-32.57% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.19% | 0.21% | $122.6万 | 5,183股 | $112.4万 | 5,225股 | -42股-0.80% | 减仓 |
 礼来LLY |
| 0.18% | 0.17% | $119.1万 | 993股 | $92.4万 | 1,005股 | -12股-1.19% | 减仓 |
| IiShares安硕信托IXUS |
| 0.18% | 0.19% | $113.6万 | 1.2万股 | $103.2万 | 1.2万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAU |
| 0.17% | 0.18% | $112.0万 | 2.2万股 | $97.8万 | 2.2万股 | 00.00% | 持仓不变 |
