| V先锋领航指数基金VOO |
| 9.18% | 8.88% | $5,804.0万 | 8.5万股 | $5,086.4万 | 8.5万股 | -613股-0.72% | 减仓 |
| PPacer基金信托COWZ |
| 3.72% | 3.91% | $2,352.5万 | 37.8万股 | $2,241.4万 | 35.8万股 | +2.0万股+5.56% | 加仓 |
 苹果AAPL |
| 3.47% | 3.29% | $2,192.1万 | 7.6万股 | $1,886.9万 | 7.4万股 | +1,410股+1.90% | 加仓 |
| I景顺QQQ信托VOO |
| 3.19% | 2.77% | $2,020.0万 | 2.7万股 | $1,584.9万 | 2.7万股 | -30股-0.11% | 减仓 |
| V先锋领航指数基金VB |
| 3.15% | 3.33% | $1,991.7万 | 6.6万股 | $1,909.4万 | 7.3万股 | -7,191股-9.86% | 减仓 |
| G通用动力VTI |
| 2.91% | 2.9% | $1,840.7万 | 5.0万股 | $1,660.3万 | 5.2万股 | -2,009股-3.88% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.84% | 3.27% | $1,796.2万 | 17.3万股 | $1,873.9万 | 19.3万股 | -2.0万股-10.38% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.63% | 2.5% | $1,664.9万 | 7.0万股 | $1,430.6万 | 6.7万股 | +3,844股+5.78% | 加仓 |
| V先锋领航·TOTALBND |
| 2.42% | 2.86% | $1,528.7万 | 20.8万股 | $1,640.1万 | 22.3万股 | -1.4万股-6.50% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.95% | 2.12% | $1,232.9万 | 17.3万股 | $1,216.5万 | 19.0万股 | -1.7万股-8.85% | 减仓 |
| V先锋领航白厅基金VYMI |
| 1.85% | 1.93% | $1,170.5万 | 11.9万股 | $1,103.9万 | 11.7万股 | +2,057股+1.76% | 加仓 |
| S嘉信策略信托SCHD |
| 1.82% | 1.67% | $1,152.3万 | 36.3万股 | $956.0万 | 31.2万股 | +5.2万股+16.61% | 加仓 |
 应用材料AMAT |
| 1.78% | 0.93% | $1,127.8万 | 1.6万股 | $533.4万 | 1.6万股 | -7股-0.04% | 减仓 |
 英伟达NVDA |
| 1.49% | 1.4% | $941.2万 | 4.7万股 | $802.4万 | 4.6万股 | +1,026股+2.23% | 加仓 |
 摩根大通JPM |
| 1.44% | 1.43% | $913.4万 | 2.8万股 | $820.2万 | 2.8万股 | +22股+0.08% | 加仓 |
 微软MSFT |
| 1.4% | 1.57% | $883.5万 | 2.4万股 | $899.2万 | 2.4万股 | -607股-2.50% | 减仓 |
| V先锋领航指数基金VTV |
| 1.38% | 1.53% | $873.7万 | 4.0万股 | $875.5万 | 4.5万股 | -4,532股-10.16% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.32% | 1.41% | $837.8万 | 5.3万股 | $807.0万 | 5.4万股 | -1,476股-2.71% | 减仓 |
 亚马逊AMZN |
| 1.19% | 1.15% | $753.8万 | 3.2万股 | $659.9万 | 3.2万股 | -57股-0.18% | 减仓 |
| V先锋领航全球基金VGT |
| 1.18% | 1.07% | $749.2万 | 6.3万股 | $615.0万 | 8,814股 | +5.4万股+611.22% | 加仓 |
 谷歌AGOOGL |
| 1.06% | 0.92% | $669.8万 | 1.9万股 | $525.1万 | 1.8万股 | +480股+2.63% | 加仓 |
| V先锋领航指数基金VUG |
| 0.94% | 0.96% | $594.6万 | 6.9万股 | $551.7万 | 1.3万股 | +5.6万股+446.56% | 加仓 |
 强生JNJ |
| 0.94% | 0.98% | $592.1万 | 2.3万股 | $563.6万 | 2.3万股 | +256股+1.11% | 加仓 |
| V先锋领航斯科茨代尔基金VTC |
| 0.94% | 1.05% | $591.7万 | 7.7万股 | $600.1万 | 7.8万股 | -1,061股-1.36% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.87% | 0.95% | $552.0万 | 2.8万股 | $546.7万 | 3.0万股 | -1,731股-5.84% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.87% | 0.88% | $548.0万 | 3.0万股 | $505.9万 | 3.1万股 | -305股-1.00% | 减仓 |
| V先锋领航·S&PIVOG |
| 0.82% | 0.8% | $515.6万 | 3.5万股 | $458.1万 | 3.7万股 | -1,400股-3.82% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.82% | 0.8% | $515.5万 | 6.2万股 | $457.6万 | 5.5万股 | +7,073股+12.79% | 加仓 |
| IiShares安硕信托GJS |
| 0.8% | 0.84% | $507.3万 | 22.3万股 | $482.4万 | 21.1万股 | +1.2万股+5.75% | 加仓 |
| SSPDR道富系列信托SPMB |
| 0.79% | 0.8% | $502.6万 | 22.5万股 | $458.3万 | 20.5万股 | +2.1万股+10.06% | 加仓 |
 思科CSCO |
| 0.79% | 0.57% | $500.5万 | 4.3万股 | $328.4万 | 4.2万股 | +282股+0.67% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.75% | 0.72% | $473.2万 | 6,337股 | $412.9万 | 6,349股 | -12股-0.19% | 减仓 |
| V先锋领航·MIDVO |
| 0.71% | 0.75% | $448.4万 | 5.6万股 | $428.7万 | 1.5万股 | +4.1万股+272.85% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.71% | 0.75% | $448.0万 | 7.5万股 | $427.5万 | 7.9万股 | -4,044股-5.11% | 减仓 |
 德州仪器TXN |
| 0.68% | 0.49% | $427.7万 | 1.4万股 | $279.0万 | 1.4万股 | -24股-0.17% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.66% | 0.59% | $419.3万 | 1.2万股 | $338.7万 | 1.2万股 | +60股+0.51% | 加仓 |
 埃克森美孚XOM |
| 0.64% | 1.01% | $405.1万 | 3.0万股 | $577.9万 | 3.4万股 | -4,433股-13.01% | 减仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.64% | 0.62% | $404.2万 | 10.9万股 | $353.6万 | 9.6万股 | +1.3万股+13.74% | 加仓 |
| IiShares安硕信托SHYG |
| 0.56% | 0.57% | $353.8万 | 8.3万股 | $325.0万 | 7.7万股 | +6,616股+8.61% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.53% | 0.56% | $337.1万 | 6,738股 | $318.8万 | 6,654股 | +84股+1.26% | 加仓 |
| IiShares安硕信托ITOT |
| 0.53% | 0.64% | $336.4万 | 2.0万股 | $368.5万 | 2.6万股 | -5,396股-20.86% | 减仓 |
 贝莱德·INC COMBLK |
| 0.53% | 0.57% | $333.1万 | 3,464股 | $326.1万 | 3,390股 | +74股+2.18% | 加仓 |
| N新纪元能源NEE |
| 0.52% | 0.62% | $331.9万 | 3.8万股 | $357.8万 | 3.9万股 | -708股-1.84% | 减仓 |
 雪佛龙CVX |
| 0.52% | 0.71% | $328.4万 | 2.0万股 | $408.9万 | 2.0万股 | +46股+0.23% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.52% | 0.53% | $326.8万 | 6.3万股 | $303.2万 | 6.5万股 | -1,534股-2.37% | 减仓 |
 Meta平台META |
| 0.5% | 0.58% | $318.5万 | 5,654股 | $330.0万 | 5,768股 | -114股-1.98% | 减仓 |
 可口可乐KO |
| 0.49% | 0.49% | $307.6万 | 3.8万股 | $282.4万 | 3.7万股 | +711股+1.91% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.48% | 0.56% | $306.5万 | 3.7万股 | $320.9万 | 4.5万股 | -7,880股-17.47% | 减仓 |
 康明斯CMI |
| 0.47% | 0.39% | $299.5万 | 4,199股 | $224.8万 | 4,177股 | +22股+0.53% | 加仓 |
 博通AVGO |
| 0.46% | 0.39% | $292.3万 | 7,739股 | $221.2万 | 7,148股 | +591股+8.27% | 加仓 |
