| V先锋领航指数基金VUG |
| 29.28% | 28.92% | $6,037.7万 | 70.1万股 | $5,021.3万 | 11.5万股 | +58.6万股+509.70% | 加仓 |
| V先锋领航指数基金VTV |
| 23.31% | 24.7% | $4,806.5万 | 22.1万股 | $4,288.2万 | 21.9万股 | +1,994股+0.91% | 加仓 |
| V先锋领航指数基金VB |
| 10.13% | 10.48% | $2,088.4万 | 6.9万股 | $1,819.3万 | 6.9万股 | -561股-0.81% | 减仓 |
| V先锋领航指数基金VOO |
| 6.41% | 6.68% | $1,321.3万 | 1.9万股 | $1,159.8万 | 1.9万股 | -170股-0.88% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 3.33% | 3.35% | $687.6万 | 5.4万股 | $580.9万 | 5.3万股 | +838股+1.58% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 3.24% | 3.4% | $668.8万 | 6.3万股 | $590.5万 | 6.3万股 | -85股-0.13% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.71% | 2.87% | $558.5万 | 7.8万股 | $499.1万 | 7.8万股 | +499股+0.64% | 加仓 |
 苹果AAPL |
| 1.76% | 1.53% | $362.1万 | 1.3万股 | $266.4万 | 1.0万股 | +2,018股+19.22% | 加仓 |
 英伟达NVDA |
| 1.6% | 1.61% | $329.2万 | 1.6万股 | $279.0万 | 1.6万股 | +455股+2.84% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.24% | 1.32% | $255.8万 | 4.3万股 | $229.1万 | 4.2万股 | +471股+1.11% | 加仓 |
| G通用动力VTI |
| 1.12% | 1.1% | $231.8万 | 6,264股 | $190.2万 | 5,930股 | +334股+5.63% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.82% | 0.81% | $168.8万 | 1.4万股 | $141.4万 | 3,315股 | +1.0万股+310.02% | 加仓 |
 雷蒙德詹姆斯RJF |
| 0.73% | 0.84% | $150.8万 | 9,917股 | $145.7万 | 1.0万股 | -144股-1.43% | 减仓 |
 亚马逊AMZN |
| 0.67% | 0.61% | $138.4万 | 5,808股 | $106.6万 | 5,119股 | +689股+13.46% | 加仓 |
 谷歌AGOOGL |
| 0.61% | 0.54% | $124.8万 | 3,492股 | $94.3万 | 3,280股 | +212股+6.46% | 加仓 |
| V先锋领航指数基金VXF |
| 0.6% | 0.6% | $123.3万 | 5,007股 | $103.7万 | 5,038股 | -31股-0.62% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.58% | 0.6% | $119.2万 | 3,520股 | $103.9万 | 3,520股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.57% | 0.62% | $118.1万 | 3,166股 | $108.3万 | 2,927股 | +239股+8.17% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.55% | 0.55% | $114.0万 | 9,388股 | $95.3万 | 9,514股 | -126股-1.32% | 减仓 |
 博通AVGO |
| 0.52% | 0.5% | $108.1万 | 2,861股 | $87.2万 | 2,818股 | +43股+1.53% | 加仓 |
| IiShares安硕信托IWD |
| 0.49% | 0.52% | $100.7万 | 4,154股 | $90.8万 | 4,248股 | -94股-2.21% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.45% | $100.4万 | 2,841股 | $78.1万 | 2,724股 | +117股+4.30% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.48% | 0.5% | $99.9万 | 7,552股 | $86.2万 | 7,681股 | -129股-1.68% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.39% | 0.4% | $79.8万 | 2,180股 | $69.3万 | 2,180股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.33% | — | $68.7万 | 595股 | $0 | 0股 | +595股 | 新买入 |
| V先锋领航全球基金VGT |
| 0.33% | 0.28% | $67.7万 | 5,665股 | $49.4万 | 708股 | +4,957股+700.14% | 加仓 |
 Meta平台META |
| 0.32% | 0.35% | $65.8万 | 1,169股 | $61.6万 | 1,077股 | +92股+8.54% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.32% | 0.35% | $65.3万 | 8,518股 | $60.7万 | 7,866股 | +652股+8.29% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.31% | 0.37% | $64.8万 | 1.3万股 | $63.4万 | 1.3万股 | +207股+1.63% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.31% | 0.32% | $64.3万 | 1,571股 | $56.0万 | 1,571股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.31% | — | $64.0万 | 8,892股 | $0 | 0股 | +8,892股 | 新买入 |
| IiShares安硕信托IEFA |
| 0.31% | 0.34% | $63.6万 | 6,590股 | $59.9万 | 6,612股 | -22股-0.33% | 减仓 |
 沃尔玛WMT |
| 0.31% | 0.4% | $63.5万 | 5,610股 | $69.2万 | 5,569股 | +41股+0.74% | 加仓 |
 特斯拉TSLA |
| 0.31% | 0.3% | $62.9万 | 1,496股 | $52.6万 | 1,415股 | +81股+5.72% | 加仓 |
 摩根大通JPM |
| 0.3% | 0.3% | $61.5万 | 1,880股 | $51.5万 | 1,752股 | +128股+7.31% | 加仓 |
 礼来LLY |
| 0.29% | 0.26% | $59.0万 | 492股 | $44.9万 | 488股 | +4股+0.82% | 加仓 |
 AMD超威AMD |
| 0.28% | 0.12% | $57.6万 | 991股 | $20.1万 | 988股 | +3股+0.30% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.26% | 0.31% | $53.2万 | 1,063股 | $53.4万 | 1,115股 | -52股-4.66% | 减仓 |
| I景顺交易所交易基金信托PDP |
| 0.23% | 0.22% | $48.2万 | 3,175股 | $38.3万 | 3,175股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.22% | 0.24% | $45.7万 | 1,801股 | $42.1万 | 1,724股 | +77股+4.47% | 加仓 |
 应用材料AMAT |
| 0.19% | — | $39.2万 | 542股 | $0 | 0股 | +542股 | 新买入 |
 VisaV |
| 0.19% | 0.17% | $38.3万 | 1,115股 | $30.3万 | 1,004股 | +111股+11.06% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.18% | 0.2% | $36.8万 | 3,542股 | $34.4万 | 3,542股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.16% | 0.14% | $33.0万 | 1,311股 | $24.7万 | 1,136股 | +175股+15.40% | 加仓 |
 泛林集团LRCX |
| 0.16% | — | $32.4万 | 747股 | $0 | 0股 | +747股 | 新买入 |
 科磊KLAC |
| 0.16% | — | $32.2万 | 1,066股 | $0 | 0股 | +1,066股 | 新买入 |
| ZZIONS BANCORPORATION NATL ASZION |
| 0.15% | — | $31.5万 | 4,546股 | $0 | 0股 | +4,546股 | 新买入 |
 埃克森美孚XOM |
| 0.15% | 0.21% | $30.1万 | 2,202股 | $36.2万 | 2,136股 | +66股+3.09% | 加仓 |
 英特尔INTC |
| 0.14% | — | $29.1万 | 2,082股 | $0 | 0股 | +2,082股 | 新买入 |
| IiShares安硕IEMG |
| 0.14% | 0.14% | $28.7万 | 3,469股 | $24.4万 | 3,500股 | -31股-0.89% | 减仓 |
