| V先锋领航·FTSEVEA |
| 18.35% | 18.09% | $3,080.8万 | 42.6万股 | $2,872.7万 | 41.2万股 | +1.3万股+3.27% | 加仓 |
| S嘉信·USSCHX |
| 14.08% | 13.85% | $2,363.9万 | 77.9万股 | $2,198.7万 | 76.4万股 | +1.5万股+1.95% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 5.77% | 5.85% | $969.7万 | 12.7万股 | $928.9万 | 12.0万股 | +6,905股+5.74% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 5.39% | 5.41% | $905.9万 | 2.2万股 | $859.1万 | 2.2万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 4.66% | 5.62% | $783.4万 | 3.6万股 | $892.5万 | 4.2万股 | -6,462股-15.31% | 减仓 |
 苹果AAPL |
| 4.07% | 3.95% | $683.3万 | 2.2万股 | $626.7万 | 2.2万股 | +168股+0.77% | 加仓 |
| IiShares安硕信托ITOT |
| 3.3% | 3.32% | $554.8万 | 3.3万股 | $526.4万 | 3.3万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 2.78% | 2.54% | $467.6万 | 9,592股 | $403.1万 | 9,581股 | +11股+0.11% | 加仓 |
 谷歌AGOOGL |
| 2.56% | 2.97% | $429.9万 | 1.2万股 | $472.1万 | 1.2万股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFVX |
| 2.25% | 2.18% | $378.3万 | 4.4万股 | $346.9万 | 4.3万股 | +1,196股+2.78% | 加仓 |
 亚马逊AMZN |
| 2.18% | 2.29% | $366.6万 | 1.3万股 | $363.7万 | 1.3万股 | +34股+0.25% | 加仓 |
 摩根大通JPM |
| 1.39% | 1.25% | $233.3万 | 6,494股 | $198.9万 | 6,494股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHE |
| 1.2% | 1.27% | $202.2万 | 5.5万股 | $201.7万 | 5.5万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 1.16% | 0.8% | $195.5万 | 2,189股 | $126.5万 | 1,956股 | +233股+11.91% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.08% | 0.99% | $181.1万 | 4.6万股 | $157.6万 | 3.9万股 | +7,026股+17.89% | 加仓 |
 博通AVGO |
| 1.03% | 1.07% | $172.4万 | 4,121股 | $170.0万 | 4,121股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VCRM |
| 0.96% | 1.8% | $161.0万 | 2.1万股 | $286.2万 | 3.8万股 | -1.6万股-43.24% | 减仓 |
| V先锋领航指数基金VOO |
| 0.93% | 0.94% | $156.9万 | 2,217股 | $148.8万 | 2,212股 | +5股+0.23% | 加仓 |
 礼来LLY |
| 0.93% | 0.82% | $155.4万 | 1,328股 | $129.7万 | 1,330股 | -2股-0.15% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.78% | 0.9% | $130.7万 | 3,630股 | $143.5万 | 3,630股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.78% | 0.69% | $130.2万 | 2,700股 | $110.2万 | 2,698股 | +2股+0.07% | 加仓 |
 沃尔玛WMT |
| 0.77% | 0.96% | $129.1万 | 1.1万股 | $152.9万 | 1.2万股 | -253股-2.15% | 减仓 |
 好市多COST |
| 0.75% | 0.86% | $126.2万 | 1,340股 | $137.3万 | 1,357股 | -17股-1.25% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.75% | 0.77% | $125.7万 | 1.5万股 | $122.2万 | 1.5万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.73% | 0.64% | $122.8万 | 2,085股 | $101.8万 | 1,651股 | +434股+26.29% | 加仓 |
 万事达MA |
| 0.7% | 0.58% | $117.1万 | 2,053股 | $92.8万 | 1,853股 | +200股+10.79% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.64% | 0.65% | $107.9万 | 1,537股 | $103.3万 | 1,537股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.61% | 0.62% | $101.7万 | 1,418股 | $98.2万 | 1,413股 | +5股+0.35% | 加仓 |
 VisaV |
| 0.58% | 0.45% | $97.4万 | 2,642股 | $72.1万 | 2,244股 | +398股+17.74% | 加仓 |
 家得宝HD |
| 0.57% | 0.44% | $95.3万 | 2,698股 | $69.5万 | 2,153股 | +545股+25.31% | 加仓 |
 特斯拉TSLA |
| 0.54% | 0.73% | $91.1万 | 2,833股 | $115.6万 | 2,808股 | +25股+0.89% | 加仓 |
 应用材料AMAT |
| 0.51% | 0.41% | $84.9万 | 1,590股 | $65.3万 | 1,590股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.48% | 0.42% | $81.1万 | 3,294股 | $67.0万 | 3,305股 | -11股-0.33% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.48% | 0.53% | $81.1万 | 1,563股 | $84.8万 | 1,784股 | -221股-12.39% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.47% | 0.46% | $79.1万 | 3,601股 | $73.3万 | 3,601股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.43% | 0.4% | $72.7万 | 2,822股 | $62.8万 | 2,822股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.43% | 0.47% | $72.6万 | 2,615股 | $74.6万 | 2,615股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.43% | 0.43% | $72.3万 | 935股 | $68.7万 | 935股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.42% | 0.34% | $71.1万 | 5,853股 | $53.9万 | 5,853股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLF |
| 0.41% | 0.38% | $68.5万 | 1.2万股 | $60.9万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IDEV |
| 0.4% | 0.41% | $67.2万 | 7,276股 | $64.6万 | 7,276股 | 00.00% | 持仓不变 |
 道明尼能源D |
| 0.39% | 0.39% | $65.9万 | 9,300股 | $62.6万 | 9,379股 | -79股-0.84% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.37% | 0.4% | $61.9万 | 4,700股 | $63.0万 | 4,700股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.37% | 0.4% | $61.7万 | 708股 | $63.4万 | 708股 | 00.00% | 持仓不变 |
| IINVESCO S&P ULTRA DIVIDEND REVENUE ETFRDIV |
| 0.35% | 0.35% | $59.0万 | 9,757股 | $56.3万 | 9,757股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.35% | 0.35% | $58.8万 | 1,960股 | $55.3万 | 1,960股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.35% | 0.38% | $58.6万 | 761股 | $60.6万 | 828股 | -67股-8.09% | 减仓 |
 联合健康UNH |
| 0.34% | 0.32% | $57.2万 | 1,386股 | $51.2万 | 1,386股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.34% | 0.35% | $56.6万 | 1,492股 | $56.2万 | 1,559股 | -67股-4.30% | 减仓 |
 雷神技术RTX |
| 0.32% | 0.27% | $54.1万 | 2,434股 | $43.0万 | 2,434股 | 00.00% | 持仓不变 |
