| V先锋领航指数基金VOO |
| 28.17% | 28.7% | $1.07亿 | 15.6万股 | $9,420.8万 | 15.8万股 | -1,427股-0.91% | 减仓 |
| I景顺QQQ信托VOO |
| 17.38% | 15.52% | $6,621.8万 | 9.0万股 | $5,096.6万 | 8.8万股 | +1,620股+1.83% | 加仓 |
| IiShares安硕·COREIJH |
| 10.77% | 11.14% | $4,102.7万 | 53.2万股 | $3,655.9万 | 54.1万股 | -9,315股-1.72% | 减仓 |
| IiShares安硕·COREIJR |
| 6.62% | 6.62% | $2,521.6万 | 17.0万股 | $2,173.6万 | 17.5万股 | -4,831股-2.76% | 减仓 |
| C资本集团股息价值CCBG |
| 6.45% | 5.66% | $2,456.9万 | 49.9万股 | $1,857.9万 | 43.7万股 | +6.2万股+14.15% | 加仓 |
| V先锋领航指数基金VTV |
| 3.64% | 4.05% | $1,386.2万 | 6.4万股 | $1,329.6万 | 6.8万股 | -4,160股-6.14% | 减仓 |
| V先锋领航指数基金VBK |
| 2.87% | 2.84% | $1,094.2万 | 3.0万股 | $931.2万 | 3.1万股 | -890股-2.89% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.01% | 2.28% | $765.5万 | 1.5万股 | $749.5万 | 1.6万股 | -342股-2.19% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.82% | 2.01% | $693.7万 | 5.6万股 | $658.6万 | 1.5万股 | +4.0万股+261.68% | 加仓 |
 埃克森美孚XOM |
| 1.67% | 2.43% | $635.6万 | 4.6万股 | $796.3万 | 4.7万股 | -450股-0.96% | 减仓 |
 苹果AAPL |
| 1.51% | 1.54% | $576.5万 | 2.0万股 | $506.5万 | 2.0万股 | -35股-0.18% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.2% | 1.23% | $457.1万 | 6.4万股 | $405.1万 | 6.3万股 | +936股+1.48% | 加仓 |
| IIBMIBM |
| 0.86% | 0.86% | $328.5万 | 1.2万股 | $282.0万 | 1.2万股 | +48股+0.41% | 加仓 |
| IiShares安硕信托IWD |
| 0.7% | 0.69% | $265.7万 | 1.1万股 | $225.4万 | 1.1万股 | +414股+3.92% | 加仓 |
| V先锋领航指数基金VOT |
| 0.69% | 0.73% | $262.2万 | 8,559股 | $239.5万 | 9,307股 | -748股-8.04% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.65% | 0.64% | $246.4万 | 8,202股 | $209.1万 | 8,430股 | -228股-2.70% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.64% | 0.68% | $244.0万 | 1.0万股 | $221.8万 | 1.0万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.62% | 0.61% | $237.9万 | 6,733股 | $199.1万 | 6,939股 | -206股-2.97% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.58% | 0.68% | $222.6万 | 9,161股 | $221.7万 | 1.0万股 | -1,042股-10.21% | 减仓 |
 亚马逊AMZN |
| 0.52% | 0.55% | $197.8万 | 8,298股 | $180.6万 | 8,673股 | -375股-4.32% | 减仓 |
 英伟达NVDA |
| 0.51% | 0.52% | $194.6万 | 9,725股 | $172.1万 | 9,866股 | -141股-1.43% | 减仓 |
 微软MSFT |
| 0.51% | 0.58% | $194.2万 | 5,205股 | $190.1万 | 5,134股 | +71股+1.38% | 加仓 |
| Q高通QCOM |
| 0.5% | 0.4% | $190.5万 | 1.0万股 | $132.1万 | 1.0万股 | +46股+0.45% | 加仓 |
 科磊KLAC |
| 0.48% | 0.27% | $181.0万 | 6,000股 | $88.3万 | 600股 | +5,400股+900.00% | 加仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 0.47% | 0.48% | $179.1万 | 4.4万股 | $157.7万 | 4.4万股 | -744股-1.68% | 减仓 |
 摩根大通JPM |
| 0.42% | 0.45% | $161.3万 | 4,928股 | $148.1万 | 5,036股 | -108股-2.14% | 减仓 |
| IiShares黄金信托IAU |
| 0.39% | 0.34% | $146.8万 | 1.9万股 | $113.0万 | 1.3万股 | +6,633股+51.76% | 加仓 |
 谷歌AGOOGL |
| 0.38% | 0.35% | $143.2万 | 4,006股 | $115.2万 | 4,006股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.37% | 0.4% | $140.5万 | 7,110股 | $132.6万 | 7,195股 | -85股-1.18% | 减仓 |
 宝洁PG |
| 0.37% | 0.42% | $140.0万 | 9,548股 | $136.3万 | 9,436股 | +112股+1.19% | 加仓 |
| V先锋领航·MIDVO |
| 0.34% | 0.36% | $127.9万 | 1.6万股 | $119.0万 | 4,145股 | +1.2万股+283.11% | 加仓 |
| N新纪元能源NEE |
| 0.32% | 0.39% | $123.6万 | 1.4万股 | $129.4万 | 1.4万股 | +155股+1.11% | 加仓 |
 VisaV |
| 0.32% | 0.33% | $121.3万 | 3,537股 | $106.7万 | 3,531股 | +6股+0.17% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.31% | 0.32% | $119.8万 | 2,926股 | $104.3万 | 2,926股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.3% | 0.23% | $114.0万 | 1,071股 | $76.2万 | 1,075股 | -4股-0.37% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.27% | 0.27% | $103.8万 | 7,846股 | $88.3万 | 7,863股 | -17股-0.22% | 减仓 |
 强生JNJ |
| 0.26% | 0.29% | $99.6万 | 3,922股 | $94.9万 | 3,881股 | +41股+1.06% | 加仓 |
 礼来LLY |
| 0.23% | 0.2% | $87.6万 | 730股 | $66.3万 | 721股 | +9股+1.25% | 加仓 |
 GE航空GE |
| 0.21% | 0.19% | $80.5万 | 2,154股 | $60.8万 | 2,143股 | +11股+0.51% | 加仓 |
 GE VernovaGEV |
| 0.16% | 0.14% | $61.5万 | 523股 | $45.7万 | 523股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.16% | 0.17% | $60.7万 | 813股 | $57.2万 | 880股 | -67股-7.61% | 减仓 |
 ADPADP |
| 0.15% | 0.16% | $57.5万 | 2,566股 | $52.1万 | 2,566股 | 00.00% | 持仓不变 |
 AFLAC COMAFL |
| 0.15% | 0.16% | $55.5万 | 4,735股 | $51.9万 | 4,735股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.14% | 0.15% | $54.4万 | 1,542股 | $50.1万 | 1,524股 | +18股+1.18% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.14% | 0.14% | $54.3万 | 6,598股 | $47.3万 | 6,598股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.14% | 0.12% | $54.2万 | 5,619股 | $40.9万 | 4,606股 | +1,013股+21.99% | 加仓 |
 雪佛龙CVX |
| 0.14% | 0.2% | $51.9万 | 3,133股 | $64.7万 | 3,127股 | +6股+0.19% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.13% | 0.13% | $50.4万 | 2,278股 | $43.2万 | 2,277股 | +1股+0.04% | 加仓 |
 雷神技术RTX |
| 0.12% | 0.15% | $47.3万 | 2,495股 | $48.1万 | 2,494股 | +1股+0.04% | 加仓 |
| IiShares安硕信托IVV |
| 0.12% | 0.09% | $46.5万 | 622股 | $30.6万 | 469股 | +153股+32.62% | 加仓 |
