| V先锋领航指数基金VOO |
| 15.58% | 15.29% | $2.90亿 | 42.2万股 | $2.48亿 | 41.5万股 | +7,401股+1.78% | 加仓 |
| I景顺QQQ信托VOO |
| 14.43% | 12.94% | $2.69亿 | 36.5万股 | $2.10亿 | 36.4万股 | +1,053股+0.29% | 加仓 |
| V先锋领航指数基金VUG |
| 11.92% | 11.46% | $2.22亿 | 257.7万股 | $1.86亿 | 42.6万股 | +215.1万股+505.53% | 加仓 |
| V先锋领航·MIDVO |
| 7.63% | 7.68% | $1.42亿 | 176.4万股 | $1.25亿 | 43.4万股 | +133.0万股+306.83% | 加仓 |
| V先锋领航指数基金VTV |
| 6.86% | 6.96% | $1.28亿 | 58.6万股 | $1.13亿 | 57.6万股 | +1.1万股+1.83% | 加仓 |
| V先锋领航指数基金VB |
| 6.19% | 6.07% | $1.15亿 | 38.0万股 | $9,840.8万 | 37.6万股 | +4,723股+1.26% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.8% | 3.84% | $7,071.9万 | 118.5万股 | $6,231.4万 | 115.3万股 | +3.2万股+2.76% | 加仓 |
 苹果AAPL |
| 3.1% | 3.15% | $5,767.8万 | 19.9万股 | $5,101.1万 | 20.1万股 | -1,666股-0.83% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.01% | 2.83% | $5,612.8万 | 15.9万股 | $4,597.4万 | 16.0万股 | -1,413股-0.88% | 减仓 |
 英伟达NVDA |
| 2.86% | 2.88% | $5,323.3万 | 26.6万股 | $4,677.6万 | 26.8万股 | -2,166股-0.81% | 减仓 |
| V先锋领航·HEALTHVHT |
| 2.85% | 2.97% | $5,304.0万 | 17.7万股 | $4,824.9万 | 17.7万股 | +214股+0.12% | 加仓 |
 博通AVGO |
| 2.75% | 2.64% | $5,119.4万 | 13.6万股 | $4,279.1万 | 13.8万股 | -2,730股-1.97% | 减仓 |
| SSPDR行业精选信托XLF |
| 2.72% | 2.8% | $5,064.9万 | 94.5万股 | $4,538.3万 | 91.9万股 | +2.6万股+2.78% | 加仓 |
 好市多COST |
| 2.64% | 3.24% | $4,919.4万 | 5.3万股 | $5,250.4万 | 5.3万股 | -105股-0.20% | 减仓 |
 亚马逊AMZN |
| 1.89% | 1.88% | $3,516.0万 | 14.8万股 | $3,055.6万 | 14.7万股 | +808股+0.55% | 加仓 |
 高盛GS |
| 1.64% | 1.6% | $3,061.9万 | 3.0万股 | $2,590.7万 | 3.1万股 | -348股-1.14% | 减仓 |
 微软MSFT |
| 1.17% | 2.23% | $2,171.8万 | 5.8万股 | $3,611.4万 | 9.8万股 | -3.9万股-40.32% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.11% | 1.14% | $2,067.9万 | 2.8万股 | $1,849.0万 | 2.8万股 | -740股-2.60% | 减仓 |
 摩根大通JPM |
| 0.93% | 0.97% | $1,734.9万 | 5.3万股 | $1,574.7万 | 5.4万股 | -529股-0.99% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 0.78% | 0.77% | $1,460.4万 | 16.5万股 | $1,245.3万 | 15.1万股 | +1.4万股+9.18% | 加仓 |
 沃尔玛WMT |
| 0.75% | 0.97% | $1,397.7万 | 12.3万股 | $1,573.7万 | 12.7万股 | -3,225股-2.55% | 减仓 |
 英特尔INTC |
| 0.7% | — | $1,307.7万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
| IiShares安硕信托LQD |
| 0.58% | 0.59% | $1,078.8万 | 9.9万股 | $960.4万 | 8.8万股 | +1.1万股+12.25% | 加仓 |
| IiShares安硕·TR MSCI AC ASIA ETFAAXJ |
| 0.47% | 0.38% | $874.1万 | 7.3万股 | $611.3万 | 6.3万股 | +9,771股+15.39% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.39% | 0.37% | $719.8万 | 8.7万股 | $592.0万 | 1.5万股 | +7.3万股+500.00% | 加仓 |
 谷歌AGOOGL |
| 0.27% | 0.25% | $503.2万 | 1.4万股 | $405.8万 | 1.4万股 | -28股-0.20% | 减仓 |
| IiShares安硕信托PFF |
| 0.23% | 0.22% | $428.2万 | 14.0万股 | $359.2万 | 11.8万股 | +2.2万股+18.57% | 加仓 |
 特斯拉TSLA |
| 0.22% | 0.32% | $412.6万 | 9,809股 | $518.9万 | 1.4万股 | -4,150股-29.73% | 减仓 |
 Meta平台META |
| 0.22% | 0.08% | $404.8万 | 7,187股 | $132.3万 | 2,312股 | +4,875股+210.86% | 加仓 |
| IiShares安硕信托HYG |
| 0.2% | 0.19% | $366.3万 | 4.6万股 | $309.3万 | 3.9万股 | +6,924股+17.81% | 加仓 |
 波音BA |
| 0.15% | 0.19% | $274.2万 | 1.3万股 | $315.4万 | 1.6万股 | -3,177股-20.05% | 减仓 |
| IiShares安硕信托TIP |
| 0.13% | 0.13% | $247.8万 | 2.3万股 | $206.3万 | 1.9万股 | +3,958股+21.18% | 加仓 |
| IiShares安硕信托EEM |
| 0.12% | 0.11% | $215.5万 | 3.1万股 | $179.2万 | 3.2万股 | -62股-0.20% | 减仓 |
| IiShares安硕·COREIJH |
| 0.08% | 0.09% | $153.5万 | 2.0万股 | $138.2万 | 2.0万股 | -556股-2.72% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.08% | 0.06% | $145.0万 | 5,749股 | $104.3万 | 5,749股 | 00.00% | 持仓不变 |
 WESTERN ASSET PREMIER BD FDWEA |
| 0.06% | 0.07% | $114.4万 | 10.7万股 | $110.3万 | 10.4万股 | +3,113股+2.99% | 加仓 |
 捷普JBL |
| 0.06% | 0.05% | $103.2万 | 2,677股 | $74.4万 | 2,802股 | -125股-4.46% | 减仓 |
 家得宝HD |
| 0.05% | 0.06% | $97.8万 | 2,772股 | $94.9万 | 2,885股 | -113股-3.92% | 减仓 |
 嘉信理财SCHW |
| 0.05% | 0.06% | $97.2万 | 1.1万股 | $99.0万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托TLT |
| 0.05% | 0.04% | $96.5万 | 1.1万股 | $68.1万 | 7,861股 | +3,311股+42.12% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.05% | 0.03% | $92.6万 | 9,598股 | $53.3万 | 6,012股 | +3,586股+59.65% | 加仓 |
 可口可乐KO |
| 0.05% | 0.05% | $87.3万 | 1.1万股 | $81.4万 | 1.1万股 | +46股+0.43% | 加仓 |
 VisaV |
| 0.05% | 0.06% | $87.3万 | 2,545股 | $91.8万 | 3,038股 | -493股-16.23% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.05% | 0.06% | $85.5万 | 1.6万股 | $92.3万 | 1.5万股 | +1,023股+6.79% | 加仓 |
| IIBMIBM |
| 0.04% | 0.05% | $79.7万 | 2,835股 | $75.3万 | 3,106股 | -271股-8.73% | 减仓 |
 帕兰提尔PLTR |
| 0.04% | 0.07% | $77.0万 | 6,604股 | $114.1万 | 7,800股 | -1,196股-15.33% | 减仓 |
 TEMPLETON EMERGING MKTS INCOTEI |
| 0.04% | 0.04% | $76.4万 | 11.3万股 | $68.1万 | 11.3万股 | 00.00% | 持仓不变 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 0.04% | 0.04% | $76.4万 | 9,168股 | $66.7万 | 9,168股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.04% | 0.04% | $75.8万 | 4,797股 | $71.7万 | 4,843股 | -46股-0.95% | 减仓 |
 PALO ALTOPANW |
| 0.04% | 0.02% | $74.4万 | 2,182股 | $34.5万 | 2,149股 | +33股+1.54% | 加仓 |
