| G通用动力VTI |
| 13.05% | 13.48% | $1,731.4万 | 4.7万股 | $1,510.4万 | 4.7万股 | -292股-0.62% | 减仓 |
| V先锋领航STAR基金VXUS |
| 8.31% | 8.78% | $1,102.7万 | 12.9万股 | $983.7万 | 12.8万股 | +1,417股+1.11% | 加仓 |
| V先锋领航·TOTALBND |
| 6.14% | 7.12% | $814.4万 | 11.1万股 | $798.1万 | 10.8万股 | +2,547股+2.35% | 加仓 |
| V先锋领航全球基金ESGV |
| 5.73% | 6.87% | $760.3万 | 5.7万股 | $769.8万 | 6.9万股 | -1.1万股-16.16% | 减仓 |
| V先锋领航全球基金VSGX |
| 4.3% | 4.45% | $570.5万 | 6.9万股 | $498.3万 | 6.9万股 | -178股-0.26% | 减仓 |
 苹果AAPL |
| 4.23% | 4.19% | $560.5万 | 1.9万股 | $469.0万 | 1.8万股 | +893股+4.83% | 加仓 |
 英伟达NVDA |
| 3.87% | 3.68% | $513.9万 | 2.6万股 | $412.2万 | 2.4万股 | +2,050股+8.67% | 加仓 |
| V先锋领航指数基金VOO |
| 3.7% | 3.83% | $490.3万 | 7,139股 | $429.2万 | 7,182股 | -43股-0.60% | 减仓 |
 微软MSFT |
| 2.83% | 3.12% | $375.3万 | 1.0万股 | $349.8万 | 9,450股 | +610股+6.46% | 加仓 |
 亚马逊AMZN |
| 2.38% | 2.32% | $315.2万 | 1.3万股 | $259.5万 | 1.2万股 | +767股+6.16% | 加仓 |
| V先锋领航白厅基金VYM |
| 2.33% | 2.58% | $308.9万 | 2.0万股 | $289.4万 | 2.0万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 2.03% | 1.83% | $268.7万 | 3.3万股 | $205.3万 | 7,148股 | +2.6万股+366.48% | 加仓 |
 谷歌AGOOGL |
| 1.44% | 1.25% | $191.4万 | 5,355股 | $140.3万 | 4,878股 | +477股+9.78% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.41% | 1.54% | $187.4万 | 1.2万股 | $172.9万 | 1.3万股 | -940股-7.18% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.41% | 1.25% | $187.2万 | 5,297股 | $139.5万 | 4,863股 | +434股+8.92% | 加仓 |
 摩根大通JPM |
| 1.39% | 1.45% | $184.0万 | 5,620股 | $162.8万 | 5,535股 | +85股+1.54% | 加仓 |
 博通AVGO |
| 1.36% | 1.22% | $180.1万 | 4,768股 | $137.1万 | 4,431股 | +337股+7.61% | 加仓 |
| V先锋领航指数基金VB |
| 1.34% | 1.3% | $177.3万 | 5,850股 | $145.1万 | 5,541股 | +309股+5.58% | 加仓 |
 礼来LLY |
| 1.12% | 0.96% | $148.5万 | 1,238股 | $107.5万 | 1,169股 | +69股+5.90% | 加仓 |
 特斯拉TSLA |
| 1.09% | 0.98% | $144.3万 | 3,430股 | $110.0万 | 2,960股 | +470股+15.88% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.95% | 1.01% | $126.6万 | 1.5万股 | $113.5万 | 1.5万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.93% | 1.04% | $123.9万 | 2,200股 | $116.0万 | 2,028股 | +172股+8.48% | 加仓 |
 GE航空GE |
| 0.93% | 0.81% | $122.9万 | 3,288股 | $90.8万 | 3,201股 | +87股+2.72% | 加仓 |
 美光科技MU |
| 0.88% | 0.31% | $117.0万 | 1,014股 | $34.3万 | 1,016股 | -2股-0.20% | 减仓 |
 沃尔玛WMT |
| 0.85% | 1% | $113.2万 | 9,991股 | $112.3万 | 9,033股 | +958股+10.61% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.85% | 0.87% | $112.4万 | 1,505股 | $97.9万 | 1,505股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.78% | 0.83% | $102.8万 | 4,049股 | $93.3万 | 3,815股 | +234股+6.13% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.74% | 0.79% | $98.0万 | 1,958股 | $88.3万 | 1,843股 | +115股+6.24% | 加仓 |
 英特尔INTC |
| 0.74% | 0.28% | $97.7万 | 6,995股 | $31.1万 | 7,037股 | -42股-0.60% | 减仓 |
 AMD超威AMD |
| 0.73% | 0.29% | $97.5万 | 1,678股 | $32.9万 | 1,615股 | +63股+3.90% | 加仓 |
 VisaV |
| 0.69% | 0.7% | $90.9万 | 2,649股 | $78.5万 | 2,597股 | +52股+2.00% | 加仓 |
 应用材料AMAT |
| 0.64% | 0.35% | $84.5万 | 1,169股 | $38.9万 | 1,138股 | +31股+2.72% | 加仓 |
 GE VernovaGEV |
| 0.64% | 0.35% | $84.5万 | 719股 | $39.2万 | 449股 | +270股+60.13% | 加仓 |
 默沙东MRK |
| 0.61% | 0.65% | $80.6万 | 6,276股 | $72.6万 | 6,035股 | +241股+3.99% | 加仓 |
| F富达Covington信托FFLC |
| 0.52% | 0.55% | $69.4万 | 1.2万股 | $61.4万 | 1.2万股 | -188股-1.57% | 减仓 |
| BBANK OF AMERBAC |
| 0.52% | 0.51% | $68.8万 | 1.2万股 | $57.4万 | 1.2万股 | +295股+2.51% | 加仓 |
 万事达MA |
| 0.48% | 0.52% | $63.6万 | 1,238股 | $58.7万 | 1,175股 | +63股+5.36% | 加仓 |
 甲骨文ORCL |
| 0.47% | 0.52% | $62.9万 | 4,289股 | $58.2万 | 3,954股 | +335股+8.47% | 加仓 |
| N新纪元能源NEE |
| 0.47% | 0.53% | $62.5万 | 7,118股 | $59.6万 | 6,421股 | +697股+10.86% | 加仓 |
 泛林集团LRCX |
| 0.46% | 0.19% | $61.1万 | 1,410股 | $21.8万 | 1,020股 | +390股+38.24% | 加仓 |
 艾伯维ABBV |
| 0.43% | 0.41% | $57.3万 | 2,276股 | $45.4万 | 2,087股 | +189股+9.06% | 加仓 |
 迪尔DE |
| 0.41% | 0.43% | $54.8万 | 864股 | $48.0万 | 852股 | +12股+1.41% | 加仓 |
 迪士尼DIS |
| 0.41% | 0.46% | $54.1万 | 5,625股 | $51.9万 | 5,385股 | +240股+4.46% | 加仓 |
 摩根士丹利MS |
| 0.4% | 0.36% | $53.2万 | 2,543股 | $40.3万 | 2,449股 | +94股+3.84% | 加仓 |
 林德LIN |
| 0.39% | 0.42% | $52.3万 | 1,008股 | $47.5万 | 958股 | +50股+5.22% | 加仓 |
 联合太平洋铁路UNP |
| 0.39% | 0.41% | $52.0万 | 1,912股 | $45.6万 | 1,880股 | +32股+1.70% | 加仓 |
 思科CSCO |
| 0.38% | 0.28% | $50.6万 | 4,307股 | $31.2万 | 4,020股 | +287股+7.14% | 加仓 |
 联合健康UNH |
| 0.37% | 0.27% | $48.9万 | 1,176股 | $30.2万 | 1,116股 | +60股+5.38% | 加仓 |
 家得宝HD |
| 0.37% | 0.39% | $48.7万 | 1,380股 | $43.2万 | 1,313股 | +67股+5.10% | 加仓 |
 高盛GS |
| 0.36% | 0.34% | $47.5万 | 470股 | $38.5万 | 455股 | +15股+3.30% | 加仓 |
