| V先锋领航指数基金VOO |
| 21.44% | 21.99% | $6,633.8万 | 10.6万股 | $6,423.8万 | 10.5万股 | +881股+0.84% | 加仓 |
| V先锋领航·TOTALBND |
| 9.74% | 10.19% | $3,015.3万 | 40.7万股 | $2,976.3万 | 40.0万股 | +6,890股+1.72% | 加仓 |
| F富达Covington信托FENI |
| 8.85% | 8.94% | $2,739.1万 | 74.9万股 | $2,611.5万 | 74.0万股 | +8,588股+1.16% | 加仓 |
| V先锋领航·MIDVO |
| 8.3% | 8.82% | $2,569.0万 | 8.9万股 | $2,577.4万 | 8.8万股 | +773股+0.88% | 加仓 |
| V先锋领航指数基金VTV |
| 7.13% | 7.37% | $2,206.4万 | 11.6万股 | $2,154.1万 | 11.6万股 | +13股+0.01% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 6.09% | 6.4% | $1,883.3万 | 37.3万股 | $1,869.1万 | 37.0万股 | +2,577股+0.70% | 加仓 |
| V先锋领航指数基金VB |
| 5.92% | 0.92% | $1,832.3万 | 7.1万股 | $269.9万 | 1.1万股 | +6.0万股+569.11% | 加仓 |
| AAvantis·U SAVUV |
| 4.78% | 4.99% | $1,479.8万 | 14.5万股 | $1,458.3万 | 14.7万股 | -1,413股-0.96% | 减仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 2.94% | 3.08% | $909.7万 | 39.8万股 | $898.3万 | 39.1万股 | +6,256股+1.60% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.91% | 3.11% | $899.1万 | 1.8万股 | $908.3万 | 1.8万股 | -179股-0.99% | 减仓 |
 雷蒙德詹姆斯RJF |
| 2.09% | 2.96% | $646.8万 | 4.0万股 | $863.2万 | 5.0万股 | -9,734股-19.46% | 减仓 |
| IiShares安硕信托IEFA |
| 2.06% | 2.15% | $636.9万 | 7.1万股 | $629.1万 | 7.2万股 | -859股-1.19% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.52% | 1.57% | $470.3万 | 2.1万股 | $458.4万 | 2.1万股 | +156股+0.73% | 加仓 |
 苹果AAPL |
| 1.07% | 1.07% | $331.4万 | 1.2万股 | $311.3万 | 1.2万股 | -36股-0.29% | 减仓 |
| V先锋领航指数基金VUG |
| 0.89% | 0.95% | $274.2万 | 5,621股 | $277.9万 | 5,794股 | -173股-2.99% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.88% | 0.93% | $273.1万 | 5,770股 | $270.8万 | 5,781股 | -11股-0.19% | 减仓 |
 英伟达NVDA |
| 0.84% | 1.58% | $260.2万 | 1.4万股 | $462.6万 | 2.5万股 | -1.1万股-43.72% | 减仓 |
 摩根大通JPM |
| 0.84% | 0.85% | $259.2万 | 8,045股 | $248.6万 | 7,883股 | +162股+2.06% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.67% | 0.69% | $206.1万 | 2.1万股 | $200.4万 | 2.1万股 | +3股+0.01% | 加仓 |
 波音BA |
| 0.56% | 0.15% | $174.2万 | 8,022股 | $43.2万 | 2,000股 | +6,022股+301.10% | 加仓 |
 RobinhoodHOOD |
| 0.48% | 0.34% | $147.0万 | 1.3万股 | $100.2万 | 7,000股 | +6,000股+85.71% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.4% | 0.42% | $122.8万 | 6,413股 | $121.7万 | 6,413股 | 00.00% | 持仓不变 |
 DTE ENERGY COMDTE |
| 0.36% | 0.42% | $112.0万 | 8,686股 | $122.8万 | 8,686股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.34% | 0.35% | $105.9万 | 2,189股 | $103.4万 | 1,996股 | +193股+9.67% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.3% | 0.31% | $93.8万 | 1.5万股 | $90.4万 | 1.5万股 | -64股-0.42% | 减仓 |
| V先锋领航指数基金VXF |
| 0.3% | 0.32% | $92.5万 | 4,423股 | $92.6万 | 4,423股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.26% | 0.27% | $79.2万 | 7,398股 | $78.8万 | 7,398股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.23% | 0.22% | $70.9万 | 3,426股 | $63.1万 | 3,401股 | +25股+0.74% | 加仓 |
 沃尔玛WMT |
| 0.21% | 0.2% | $64.1万 | 5,753股 | $58.2万 | 5,643股 | +110股+1.95% | 加仓 |
| SSPDR黄金信托GLD |
| 0.2% | 0.19% | $61.0万 | 1,539股 | $54.7万 | 1,539股 | 00.00% | 持仓不变 |
 林德LIN |
| 0.19% | 0.23% | $60.2万 | 1,413股 | $67.1万 | 1,413股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.19% | 0.2% | $59.9万 | 1,331股 | $58.4万 | 1,314股 | +17股+1.29% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.17% | 0.14% | $51.7万 | 3,601股 | $40.4万 | 2,869股 | +732股+25.51% | 加仓 |
 HCA医疗HCA |
| 0.16% | 0.16% | $50.6万 | 1,084股 | $46.2万 | 1,084股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.16% | 0.19% | $48.6万 | 8,429股 | $55.6万 | 8,412股 | +17股+0.20% | 加仓 |
| V先锋领航指数基金VV |
| 0.15% | 0.2% | $47.7万 | 1,516股 | $57.4万 | 1,865股 | -349股-18.71% | 减仓 |
| IiShares安硕·S&PIUSG |
| 0.15% | 0.16% | $46.3万 | 2,754股 | $45.3万 | 2,754股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.14% | 0.13% | $44.8万 | 1,370股 | $38.4万 | 1,360股 | +10股+0.74% | 加仓 |
| OOKLOOKLO |
| 0.14% | 0.04% | $43.1万 | 6,000股 | $11.2万 | 1,000股 | +5,000股+500.00% | 加仓 |
 家得宝HD |
| 0.14% | 0.11% | $42.0万 | 1,221股 | $33.1万 | 816股 | +405股+49.63% | 加仓 |
 宝洁PG |
| 0.13% | 0.14% | $40.2万 | 2,805股 | $41.1万 | 2,678股 | +127股+4.74% | 加仓 |
 史赛克SYK |
| 0.13% | 0.13% | $40.1万 | 1,141股 | $38.5万 | 1,041股 | +100股+9.61% | 加仓 |
 百事可乐PEP |
| 0.13% | 0.15% | $39.3万 | 2,741股 | $42.4万 | 3,022股 | -281股-9.30% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.12% | 0.1% | $38.1万 | 3,030股 | $28.8万 | 2,030股 | +1,000股+49.26% | 加仓 |
 埃克森美孚XOM |
| 0.12% | 0.11% | $38.1万 | 3,164股 | $31.2万 | 2,763股 | +401股+14.51% | 加仓 |
 谷歌AGOOGL |
| 0.12% | <0.01% | $35.8万 | 1,143股 | $4,862 | 20股 | +1,123股+5,615.00% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.11% | 0.11% | $35.4万 | 2,881股 | $32.0万 | 2,881股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.11% | 0.12% | $33.4万 | 1,464股 | $33.8万 | 1,460股 | +4股+0.27% | 加仓 |
 卡特彼勒CAT |
| 0.1% | 0.08% | $32.3万 | 564股 | $22.7万 | 475股 | +89股+18.74% | 加仓 |
| SSCOTTS MIRACLE-GROSMG |
| 0.1% | 0.1% | $30.6万 | 5,242股 | $29.9万 | 5,242股 | 00.00% | 持仓不变 |
