| V先锋领航指数基金VTV |
| 13.4% | 13.25% | $8,732.0万 | 40.1万股 | $7,514.1万 | 38.3万股 | +1.8万股+4.62% | 加仓 |
| V先锋领航指数基金VUG |
| 12.45% | 12.39% | $8,109.5万 | 94.1万股 | $7,025.8万 | 16.1万股 | +78.1万股+485.28% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 10.03% | 10.42% | $6,536.2万 | 112.3万股 | $5,909.4万 | 100.9万股 | +11.4万股+11.25% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 8.72% | 9.28% | $5,681.4万 | 64.2万股 | $5,263.9万 | 63.9万股 | +3,088股+0.48% | 加仓 |
| V先锋领航债券指数基金BSV |
| 7.36% | 7.6% | $4,792.6万 | 61.5万股 | $4,313.0万 | 55.0万股 | +6.5万股+11.83% | 加仓 |
| V先锋领航·FSTEVWO |
| 6.42% | 6.76% | $4,181.1万 | 70.0万股 | $3,833.0万 | 70.9万股 | -8,683股-1.22% | 减仓 |
| V先锋领航指数基金VOT |
| 4.92% | 4.74% | $3,204.6万 | 10.5万股 | $2,686.8万 | 10.4万股 | +222股+0.21% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 4.87% | 4.88% | $3,170.5万 | 27.4万股 | $2,770.1万 | 28.3万股 | -9,392股-3.31% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 4.66% | 4.77% | $3,033.5万 | 15.4万股 | $2,706.9万 | 14.7万股 | +6,627股+4.51% | 加仓 |
| V先锋领航指数基金VNQ |
| 4.29% | 4.35% | $2,791.7万 | 29.0万股 | $2,467.6万 | 27.8万股 | +1.1万股+4.06% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 3.2% | 3.37% | $2,087.0万 | 39.8万股 | $1,912.6万 | 36.4万股 | +3.4万股+9.44% | 加仓 |
| V先锋领航指数基金VBK |
| 3.06% | 2.92% | $1,996.5万 | 5.5万股 | $1,655.3万 | 5.5万股 | -173股-0.32% | 减仓 |
| V先锋领航·SMALLVBR |
| 3.01% | 3.03% | $1,962.6万 | 8.1万股 | $1,720.3万 | 7.9万股 | +1,584股+2.00% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 1.66% | 1.82% | $1,084.1万 | 7.0万股 | $1,032.8万 | 7.1万股 | -575股-0.81% | 减仓 |
| IiShares安硕信托GVI |
| 1.01% | 1.09% | $657.7万 | 6.1万股 | $620.0万 | 5.8万股 | +2,700股+4.62% | 加仓 |
| IiShares安硕信托GVI |
| 0.91% | 0.99% | $595.9万 | 5.6万股 | $563.1万 | 5.3万股 | +3,099股+5.86% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.71% | 0.08% | $462.3万 | 6,191股 | $45.8万 | 705股 | +5,486股+778.16% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.5% | 0.53% | $327.6万 | 4.1万股 | $299.0万 | 3.8万股 | +3,734股+9.90% | 加仓 |
 埃克森美孚XOM |
| 0.44% | 0.62% | $284.9万 | 2.1万股 | $353.2万 | 2.1万股 | +18股+0.09% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.38% | 0.4% | $250.3万 | 1.6万股 | $224.8万 | 1.6万股 | -310股-1.91% | 减仓 |
| IISHARES CORE MSCI PACIFIC ETFIPAC |
| 0.35% | 0.39% | $230.1万 | 2.8万股 | $219.2万 | 2.9万股 | -566股-1.98% | 减仓 |
| IiShares安硕·S&PIUSG |
| 0.31% | 0.29% | $199.8万 | 1.1万股 | $166.9万 | 1.1万股 | -141股-1.31% | 减仓 |
 苹果AAPL |
| 0.29% | 0.27% | $186.6万 | 6,447股 | $154.7万 | 6,094股 | +353股+5.79% | 加仓 |
| IiShares安硕信托IJJ |
| 0.24% | 0.25% | $153.6万 | 1.0万股 | $141.8万 | 1.1万股 | -309股-2.89% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.22% | 0.24% | $145.5万 | 2.9万股 | $137.4万 | 2.8万股 | +1,226股+4.45% | 加仓 |
 微软MSFT |
| 0.21% | 0.23% | $134.1万 | 3,594股 | $131.3万 | 3,546股 | +48股+1.35% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.19% | 0.19% | $125.2万 | 1.0万股 | $107.5万 | 2,520股 | +7,560股+300.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.19% | 0.18% | $124.8万 | 3,533股 | $102.7万 | 3,580股 | -47股-1.31% | 减仓 |
 GE航空GE |
| 0.18% | 0.14% | $118.1万 | 3,160股 | $76.8万 | 2,706股 | +454股+16.78% | 加仓 |
| IiShares安硕信托ITOT |
| 0.18% | 0.17% | $115.9万 | 7,083股 | $98.9万 | 6,996股 | +87股+1.24% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.18% | 0.17% | $115.5万 | 8,734股 | $98.5万 | 8,774股 | -40股-0.46% | 减仓 |
| IiShares安硕信托IEFA |
| 0.17% | 0.18% | $113.7万 | 1.2万股 | $104.0万 | 1.1万股 | +282股+2.45% | 加仓 |
 亚马逊AMZN |
| 0.17% | 0.18% | $112.5万 | 4,722股 | $102.1万 | 4,902股 | -180股-3.67% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.17% | 0.18% | $111.7万 | 1.1万股 | $101.9万 | 1.1万股 | +209股+1.96% | 加仓 |
| V先锋领航指数基金VOO |
| 0.16% | 0.15% | $106.9万 | 1,557股 | $83.6万 | 1,399股 | +158股+11.29% | 加仓 |
 宝洁PG |
| 0.16% | 0.18% | $106.3万 | 7,251股 | $104.3万 | 7,224股 | +27股+0.37% | 加仓 |
 福泰制药VRTX |
| 0.16% | 0.17% | $106.2万 | 2,137股 | $95.4万 | 2,137股 | 00.00% | 持仓不变 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.16% | 0.19% | $105.0万 | 1.3万股 | $105.6万 | 1.3万股 | -7股-0.05% | 减仓 |
 GE VernovaGEV |
| 0.16% | 0.12% | $101.1万 | 860股 | $65.3万 | 748股 | +112股+14.97% | 加仓 |
 谷歌AGOOGL |
| 0.15% | 0.15% | $98.8万 | 2,765股 | $83.3万 | 2,898股 | -133股-4.59% | 减仓 |
 LoewsL |
| 0.15% | 0.16% | $96.0万 | 8,483股 | $90.5万 | 8,483股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEUR |
| 0.14% | 0.16% | $92.2万 | 1.2万股 | $90.2万 | 1.3万股 | -571股-4.45% | 减仓 |
 英伟达NVDA |
| 0.14% | 0.13% | $90.0万 | 4,496股 | $72.6万 | 4,164股 | +332股+7.97% | 加仓 |
 阿斯利康AZN |
| 0.13% | — | $82.3万 | 4,342股 | $0 | 0股 | +4,342股 | 新买入 |
| FFIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETFQQEW |
| 0.12% | — | $81.4万 | 5,100股 | $0 | 0股 | +5,100股 | 新买入 |
| IiShares安硕信托SUSB |
| 0.11% | 0.12% | $73.7万 | 3.0万股 | $66.2万 | 2.6万股 | +3,077股+11.65% | 加仓 |
| IiShares安硕信托USRT |
| 0.11% | 0.12% | $72.6万 | 1.1万股 | $65.6万 | 1.1万股 | -152股-1.37% | 减仓 |
 诺华NVS |
| 0.11% | 0.12% | $72.1万 | 4,603股 | $70.3万 | 4,605股 | -2股-0.04% | 减仓 |
 高露洁CL |
| 0.11% | 0.11% | $69.0万 | 7,523股 | $64.1万 | 7,523股 | 00.00% | 持仓不变 |
| S道富XLI |
| 0.1% | — | $67.1万 | 3,622股 | $0 | 0股 | +3,622股 | 新买入 |
