| V先锋领航指数基金VOO |
| 23.84% | 23.34% | $7,411.2万 | 10.8万股 | $5,940.4万 | 9.9万股 | +8,495股+8.55% | 加仓 |
| V先锋领航指数基金VXF |
| 21.67% | 20.31% | $6,734.7万 | 27.4万股 | $5,170.0万 | 25.1万股 | +2.2万股+8.89% | 加仓 |
| V先锋领航STAR基金VXUS |
| 17.15% | 17.15% | $5,331.6万 | 62.4万股 | $4,365.1万 | 56.6万股 | +5.8万股+10.17% | 加仓 |
| V先锋领航·TOTALBND |
| 12.84% | 13.91% | $3,991.8万 | 54.4万股 | $3,541.0万 | 48.1万股 | +6.3万股+13.08% | 加仓 |
| V先锋领航·FTSEVEA |
| 4.73% | 5.18% | $1,471.9万 | 20.7万股 | $1,318.0万 | 20.6万股 | +903股+0.44% | 加仓 |
| G通用动力VTI |
| 3.15% | 3.37% | $980.2万 | 2.6万股 | $858.2万 | 2.7万股 | -262股-0.98% | 减仓 |
 苹果AAPL |
| 1.3% | 1.5% | $405.2万 | 1.4万股 | $382.2万 | 1.5万股 | -1,056股-7.01% | 减仓 |
| I景顺自营指数基金BSCQ |
| 1.26% | 1.5% | $391.0万 | 20.0万股 | $380.7万 | 19.5万股 | +5,351股+2.75% | 加仓 |
| IiShares安硕信托ITOT |
| 1.2% | 1.26% | $372.6万 | 2.3万股 | $321.0万 | 2.3万股 | +145股+0.64% | 加仓 |
| I景顺自营指数基金BSCR |
| 1.14% | 1.38% | $355.8万 | 18.1万股 | $351.0万 | 17.9万股 | +2,540股+1.42% | 加仓 |
 礼来LLY |
| 0.9% | 0.84% | $279.5万 | 2,330股 | $214.4万 | 2,331股 | -1股-0.04% | 减仓 |
| I景顺自营指数基金BSCS |
| 0.64% | 0.78% | $199.6万 | 9.8万股 | $198.5万 | 9.7万股 | +820股+0.84% | 加仓 |
 亚马逊AMZN |
| 0.61% | 0.67% | $190.1万 | 7,978股 | $171.7万 | 8,244股 | -266股-3.23% | 减仓 |
| V先锋领航指数基金VUG |
| 0.57% | 0.38% | $176.0万 | 2.0万股 | $97.5万 | 2,232股 | +1.8万股+815.19% | 加仓 |
 特灵科技TT |
| 0.47% | 0.55% | $144.7万 | 2,947股 | $139.8万 | 3,355股 | -408股-12.16% | 减仓 |
 微软MSFT |
| 0.46% | 0.6% | $144.3万 | 3,869股 | $153.1万 | 4,137股 | -268股-6.48% | 减仓 |
 英伟达NVDA |
| 0.46% | 0.41% | $143.7万 | 7,180股 | $104.9万 | 6,014股 | +1,166股+19.39% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.43% | 0.53% | $133.6万 | 2.3万股 | $134.9万 | 2.3万股 | 00.00% | 持仓不变 |
 XPOXPO |
| 0.39% | 0.45% | $120.0万 | 5,844股 | $113.7万 | 5,844股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.38% | 0.43% | $116.8万 | 2.3万股 | $108.6万 | 2.2万股 | +1,322股+6.07% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.35% | 0.27% | $109.3万 | 5,135股 | $69.1万 | 3,598股 | +1,537股+42.72% | 加仓 |
| IiShares安硕信托IVV |
| 0.35% | 0.34% | $109.1万 | 1,457股 | $86.6万 | 1,325股 | +132股+9.96% | 加仓 |
| AAvantis·U SAVUV |
| 0.34% | 0.36% | $107.0万 | 8,579股 | $90.8万 | 8,221股 | +358股+4.35% | 加仓 |
| V先锋领航指数基金VTV |
| 0.34% | 0.25% | $104.5万 | 4,795股 | $64.3万 | 3,277股 | +1,518股+46.32% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.32% | 0.15% | $100.4万 | 6,356股 | $37.8万 | 2,551股 | +3,805股+149.16% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.28% | — | $88.1万 | 1,760股 | $0 | 0股 | +1,760股 | 新买入 |
| I景顺QQQ信托VOO |
| 0.27% | 0.26% | $83.6万 | 1,136股 | $65.1万 | 1,129股 | +7股+0.62% | 加仓 |
| S嘉信策略信托SCHD |
| 0.24% | 0.18% | $73.4万 | 2.3万股 | $45.7万 | 1.5万股 | +8,225股+55.18% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.22% | 0.24% | $69.4万 | 1.2万股 | $60.4万 | 1.1万股 | +449股+4.02% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.22% | — | $68.6万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 应用材料AMAT |
| 0.21% | 0.12% | $65.8万 | 910股 | $31.1万 | 910股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.18% | 0.17% | $57.2万 | 1,601股 | $43.3万 | 1,507股 | +94股+6.24% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.18% | 0.13% | $54.9万 | 736股 | $33.9万 | 521股 | +215股+41.27% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.17% | 0.16% | $52.9万 | 1,761股 | $40.0万 | 1,614股 | +147股+9.11% | 加仓 |
 埃克森美孚XOM |
| 0.15% | 0.23% | $47.9万 | 3,507股 | $59.8万 | 3,524股 | -17股-0.48% | 减仓 |
| IiShares安硕信托IXUS |
| 0.15% | 0.17% | $47.0万 | 4,925股 | $42.7万 | 4,925股 | 00.00% | 持仓不变 |
 布鲁克菲尔德BN |
| 0.15% | 0.17% | $46.0万 | 1.1万股 | $43.8万 | 1.1万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.15% | 0.18% | $45.5万 | 808股 | $46.6万 | 814股 | -6股-0.74% | 减仓 |
| TTyler科技TYL |
| 0.14% | 0.2% | $43.6万 | 1,492股 | $51.1万 | 1,492股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 0.14% | 0.15% | $42.4万 | 9,566股 | $37.2万 | 9,566股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.13% | 0.14% | $39.6万 | 966股 | $34.4万 | 966股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.12% | 0.1% | $37.6万 | 2,533股 | $25.5万 | 2,050股 | +483股+23.56% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.12% | 0.1% | $36.0万 | 1,888股 | $25.1万 | 1,887股 | +1股+0.05% | 加仓 |
 HCA医疗HCA |
| 0.11% | 0.17% | $34.7万 | 891股 | $42.2万 | 891股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.1% | 0.1% | $31.6万 | 895股 | $26.0万 | 905股 | -10股-1.10% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.1% | 0.09% | $30.8万 | 3,007股 | $23.6万 | 3,002股 | +5股+0.17% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.1% | 0.09% | $30.3万 | 1,246股 | $23.6万 | 1,085股 | +161股+14.84% | 加仓 |
 强生JNJ |
| 0.09% | — | $28.4万 | 1,119股 | $0 | 0股 | +1,119股 | 新买入 |
| S嘉信策略信托SCHC |
| 0.09% | 0.1% | $28.3万 | 5,363股 | $25.0万 | 5,117股 | +246股+4.81% | 加仓 |
| QQXOQXO |
| 0.09% | 0.12% | $27.5万 | 1.6万股 | $30.9万 | 1.6万股 | 00.00% | 持仓不变 |
