| IiShares安硕·RUSSELLIWB |
| 21.86% | 21.49% | $4,565.3万 | 11.1万股 | $4,014.7万 | 11.3万股 | -1,108股-0.98% | 减仓 |
| V先锋领航债券指数基金BIV |
| 13.42% | 14.71% | $2,803.7万 | 36.6万股 | $2,748.4万 | 35.6万股 | +9,432股+2.65% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 9.48% | 9.41% | $1,979.4万 | 12.6万股 | $1,757.7万 | 12.7万股 | -931股-0.73% | 减仓 |
| V先锋领航指数基金VTV |
| 6.97% | 7.05% | $1,455.8万 | 6.7万股 | $1,316.2万 | 6.7万股 | -283股-0.42% | 减仓 |
| V先锋领航指数基金VB |
| 5.84% | 5.7% | $1,220.7万 | 4.0万股 | $1,064.6万 | 4.1万股 | -372股-0.92% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 5.43% | 5.67% | $1,135.0万 | 10.9万股 | $1,059.5万 | 10.9万股 | +178股+0.16% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 5.27% | 5.79% | $1,101.1万 | 21.6万股 | $1,081.5万 | 21.2万股 | +3,420股+1.61% | 加仓 |
| IiShares安硕信托EEM |
| 2.62% | 2.47% | $546.6万 | 8.0万股 | $462.1万 | 8.1万股 | -1,468股-1.80% | 减仓 |
| IiShares安硕信托IFRA |
| 1.99% | 2.02% | $415.2万 | 6.6万股 | $376.8万 | 6.6万股 | -21股-0.03% | 减仓 |
 英伟达NVDA |
| 1.85% | 1.73% | $386.5万 | 1.9万股 | $323.9万 | 1.9万股 | +748股+4.03% | 加仓 |
| V先锋领航指数基金VUG |
| 1.72% | 1.64% | $359.1万 | 4.2万股 | $306.0万 | 7,006股 | +3.5万股+495.12% | 加仓 |
| Q高通QCOM |
| 1.6% | 1.17% | $333.5万 | 1.8万股 | $218.7万 | 1.7万股 | +1,070股+6.30% | 加仓 |
| IiShares安硕信托GVI |
| 1.34% | 1.51% | $279.0万 | 2.6万股 | $282.9万 | 2.7万股 | -728股-2.73% | 减仓 |
| IiShares安硕信托IDEV |
| 1.29% | 1.35% | $268.8万 | 3.0万股 | $251.6万 | 3.0万股 | +88股+0.29% | 加仓 |
 微软MSFT |
| 1.25% | 1.42% | $262.0万 | 7,024股 | $264.4万 | 7,122股 | -98股-1.38% | 减仓 |
 苹果AAPL |
| 1.05% | 1.02% | $220.4万 | 7,616股 | $190.3万 | 7,539股 | +77股+1.02% | 加仓 |
 Meta平台META |
| 1.02% | 1.05% | $213.5万 | 3,791股 | $195.9万 | 3,433股 | +358股+10.43% | 加仓 |
 谷歌AGOOGL |
| 0.7% | 0.61% | $147.1万 | 4,116股 | $114.4万 | 3,973股 | +143股+3.60% | 加仓 |
 台积电TSM |
| 0.68% | 0.54% | $142.0万 | 2,973股 | $100.3万 | 2,967股 | +6股+0.20% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.59% | 0.59% | $122.7万 | 5,048股 | $110.0万 | 5,062股 | -14股-0.28% | 减仓 |
 亚马逊AMZN |
| 0.57% | 0.53% | $118.3万 | 4,962股 | $99.2万 | 4,758股 | +204股+4.29% | 加仓 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 0.55% | 0.64% | $115.7万 | 1.7万股 | $119.8万 | 1.8万股 | -508股-2.84% | 减仓 |
 罗克韦尔自动化ROK |
| 0.53% | 0.42% | $109.7万 | 2,215股 | $79.4万 | 2,212股 | +3股+0.14% | 加仓 |
 宏利金融MFC |
| 0.52% | 0.49% | $109.1万 | 2.7万股 | $92.1万 | 2.7万股 | +192股+0.72% | 加仓 |
| V先锋领航指数基金VOO |
| 0.52% | 0.51% | $109.1万 | 1,588股 | $94.6万 | 1,583股 | +5股+0.32% | 加仓 |
| IiShares安硕信托IWD |
| 0.51% | 0.5% | $106.2万 | 4,381股 | $93.3万 | 4,368股 | +13股+0.30% | 加仓 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 0.5% | 0.48% | $103.6万 | 3,126股 | $90.0万 | 3,130股 | -4股-0.13% | 减仓 |
| IiShares安硕信托AGG |
| 0.44% | 0.49% | $91.6万 | 9,255股 | $90.9万 | 9,162股 | +93股+1.02% | 加仓 |
| V先锋领航指数基金VBK |
| 0.43% | 0.4% | $88.9万 | 2,431股 | $74.1万 | 2,453股 | -22股-0.90% | 减仓 |
 埃克森美孚XOM |
| 0.37% | 0.53% | $77.7万 | 5,683股 | $98.2万 | 5,790股 | -107股-1.85% | 减仓 |
| IiShares安硕IEMG |
| 0.36% | 0.34% | $76.1万 | 9,187股 | $64.4万 | 9,232股 | -45股-0.49% | 减仓 |
 博通AVGO |
| 0.36% | 0.32% | $74.2万 | 1,965股 | $59.3万 | 1,912股 | +53股+2.77% | 加仓 |
| MMVB Financial CorpMVBF |
| 0.33% | 0.31% | $68.9万 | 2.4万股 | $58.7万 | 2.4万股 | +142股+0.60% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.32% | 0.32% | $67.1万 | 899股 | $59.1万 | 908股 | -9股-0.99% | 减仓 |
 礼来LLY |
| 0.25% | 0.26% | $53.3万 | 444股 | $47.8万 | 526股 | -82股-15.59% | 减仓 |
 美光科技MU |
| 0.24% | — | $50.8万 | 440股 | $0 | 0股 | +440股 | 新买入 |
| V先锋领航全球基金VDE |
| 0.24% | 0.31% | $49.5万 | 3,298股 | $58.8万 | 3,400股 | -102股-3.00% | 减仓 |
 百事可乐PEP |
| 0.23% | 0.3% | $48.2万 | 3,557股 | $56.7万 | 3,651股 | -94股-2.57% | 减仓 |
 摩根大通JPM |
| 0.23% | 0.22% | $47.5万 | 1,453股 | $40.8万 | 1,393股 | +60股+4.31% | 加仓 |
 麦当劳MCD |
| 0.22% | 0.31% | $46.4万 | 1,718股 | $58.0万 | 1,867股 | -149股-7.98% | 减仓 |
 特斯拉TSLA |
| 0.22% | 0.22% | $45.9万 | 1,092股 | $41.9万 | 1,127股 | -35股-3.11% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.21% | 0.23% | $44.6万 | 892股 | $43.0万 | 885股 | +7股+0.79% | 加仓 |
 沃尔玛WMT |
| 0.21% | 0.25% | $43.5万 | 3,842股 | $47.5万 | 3,818股 | +24股+0.63% | 加仓 |
 强生JNJ |
| 0.2% | 0.21% | $42.7万 | 1,683股 | $39.8万 | 1,629股 | +54股+3.31% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.19% | 0.19% | $40.2万 | 4,704股 | $36.1万 | 4,683股 | +21股+0.45% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.19% | 0.21% | $40.2万 | 5,159股 | $40.2万 | 5,122股 | +37股+0.72% | 加仓 |
 AMD超威AMD |
| 0.19% | — | $39.2万 | 675股 | $0 | 0股 | +675股 | 新买入 |
| I景顺QQQ信托VOO |
| 0.19% | 0.16% | $39.0万 | 530股 | $30.6万 | 530股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.18% | 0.24% | $38.6万 | 1,049股 | $45.1万 | 1,047股 | +2股+0.19% | 加仓 |
 FIRST COMWLTH FINL PAFCF |
| 0.18% | 0.18% | $38.5万 | 1.9万股 | $33.1万 | 1.9万股 | +141股+0.75% | 加仓 |
