| V先锋领航·SPECIALIZED FUNDSVIG |
| 11.72% | 11.56% | $3,169.7万 | 13.4万股 | $2,758.3万 | 12.8万股 | +5,701股+4.45% | 加仓 |
| V先锋领航指数基金VOO |
| 10.35% | 9.74% | $2,798.2万 | 4.1万股 | $2,323.5万 | 3.9万股 | +1,859股+4.78% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 5.24% | 5.6% | $1,415.7万 | 6.5万股 | $1,336.4万 | 6.6万股 | -996股-1.52% | 减仓 |
| V先锋领航指数基金VTV |
| 5.07% | 4.05% | $1,370.4万 | 6.3万股 | $967.4万 | 4.9万股 | +1.4万股+27.52% | 加仓 |
 苹果AAPL |
| 4.62% | 4.66% | $1,247.8万 | 4.3万股 | $1,110.8万 | 4.4万股 | -647股-1.48% | 减仓 |
 英伟达NVDA |
| 3.85% | 4.02% | $1,039.7万 | 5.2万股 | $960.3万 | 5.5万股 | -3,099股-5.63% | 减仓 |
 微软MSFT |
| 3.45% | 4.12% | $934.0万 | 2.5万股 | $983.4万 | 2.7万股 | -1,527股-5.75% | 减仓 |
| V先锋领航指数基金VUG |
| 3.04% | 2.91% | $821.7万 | 9.5万股 | $695.1万 | 1.6万股 | +7.9万股+499.48% | 加仓 |
| V先锋领航·MIDVO |
| 2.72% | 2.67% | $734.1万 | 9.1万股 | $636.6万 | 2.2万股 | +6.9万股+311.00% | 加仓 |
 谷歌AGOOGL |
| 2.62% | 2.45% | $707.6万 | 2.0万股 | $584.1万 | 2.0万股 | -500股-2.46% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.86% | 1.83% | $502.8万 | 6,734股 | $437.8万 | 6,731股 | +3股+0.04% | 加仓 |
| IiShares安硕信托IEI |
| 1.69% | 1.94% | $455.8万 | 3.9万股 | $463.8万 | 3.9万股 | -297股-0.76% | 减仓 |
| I景顺QQQ信托QQQ |
| 1.66% | 1.35% | $449.3万 | 6,101股 | $321.0万 | 5,561股 | +540股+9.71% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 1.25% | 1.51% | $338.5万 | 6.7万股 | $360.6万 | 7.2万股 | -4,418股-6.17% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 1.19% | 1.21% | $322.9万 | 10.4万股 | $288.1万 | 10.3万股 | +394股+0.38% | 加仓 |
 联合健康UNH |
| 1.19% | 0.88% | $322.8万 | 7,767股 | $209.1万 | 7,727股 | +40股+0.52% | 加仓 |
 礼来LLY |
| 1.13% | 1.02% | $304.5万 | 2,539股 | $244.0万 | 2,652股 | -113股-4.26% | 减仓 |
| S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI |
| 1.07% | 1.16% | $289.9万 | 12.8万股 | $275.6万 | 12.2万股 | +6,555股+5.39% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.93% | 0.96% | $251.4万 | 4.3万股 | $229.3万 | 3.9万股 | +4,119股+10.70% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 0.9% | 1.1% | $244.3万 | 4.9万股 | $262.6万 | 5.3万股 | -3,670股-6.96% | 减仓 |
 摩根大通JPM |
| 0.83% | 0.84% | $223.5万 | 6,827股 | $199.3万 | 6,775股 | +52股+0.77% | 加仓 |
 FIRST BANCORP N CFBNC |
| 0.82% | 0.82% | $221.7万 | 3.5万股 | $196.3万 | 3.5万股 | -149股-0.43% | 减仓 |
 美光科技MU |
| 0.82% | 0.21% | $220.6万 | 1,911股 | $49.4万 | 1,462股 | +449股+30.71% | 加仓 |
| S道富XLI |
| 0.8% | 0.67% | $215.7万 | 1.2万股 | $159.3万 | 9,850股 | +1,794股+18.21% | 加仓 |
| AASTORIA REAL ASSETS ETFPPI |
| 0.79% | 0.65% | $213.2万 | 10.0万股 | $155.6万 | 7.5万股 | +2.5万股+33.85% | 加仓 |
 Meta平台META |
| 0.76% | 1.03% | $206.7万 | 3,670股 | $246.2万 | 4,303股 | -633股-14.71% | 减仓 |
| V先锋领航全球基金VGT |
| 0.76% | 0.63% | $205.4万 | 1.7万股 | $150.2万 | 2,153股 | +1.5万股+698.19% | 加仓 |
 卡特彼勒CAT |
| 0.74% | 0.56% | $200.9万 | 1,887股 | $133.5万 | 1,884股 | +3股+0.16% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.73% | 0.42% | $197.4万 | 2.5万股 | $99.7万 | 1.3万股 | +1.2万股+98.51% | 加仓 |
 VisaV |
| 0.71% | 0.73% | $192.1万 | 5,599股 | $174.3万 | 5,768股 | -169股-2.93% | 减仓 |
 台积电TSM |
| 0.69% | 0.51% | $186.0万 | 3,895股 | $122.3万 | 3,620股 | +275股+7.60% | 加仓 |
 英特尔INTC |
| 0.64% | 0.22% | $173.4万 | 1.2万股 | $53.4万 | 1.2万股 | +325股+2.69% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.62% | 0.5% | $167.7万 | 2.4万股 | $120.3万 | 1.9万股 | +4,763股+25.37% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.6% | 0.67% | $161.8万 | 3,234股 | $159.0万 | 3,319股 | -85股-2.56% | 减仓 |
 埃克森美孚XOM |
| 0.59% | 0.92% | $160.3万 | 1.2万股 | $219.0万 | 1.3万股 | -1,184股-9.17% | 减仓 |
 亚马逊AMZN |
| 0.58% | 0.61% | $157.4万 | 6,605股 | $146.6万 | 7,040股 | -435股-6.18% | 减仓 |
 杜克能源DUK |
| 0.56% | 0.52% | $150.9万 | 1.2万股 | $124.5万 | 9,506股 | +2,414股+25.39% | 加仓 |
| MMkt Vectors Semiconductor ETFSMHUSD |
| 0.55% | 0.46% | $148.6万 | 2,265股 | $108.7万 | 2,835股 | -570股-20.11% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 0.55% | 0.66% | $148.1万 | 1.6万股 | $158.4万 | 1.7万股 | -937股-5.65% | 减仓 |
 艾伯维ABBV |
| 0.53% | 0.52% | $143.2万 | 5,690股 | $123.4万 | 5,673股 | +17股+0.30% | 加仓 |
 麦当劳MCD |
| 0.53% | 0.74% | $142.2万 | 5,262股 | $177.6万 | 5,715股 | -453股-7.93% | 减仓 |
| PPACER SWAN SOS FUND OF FUNDS ETFPSFF |
| 0.51% | 0.56% | $136.6万 | 4.0万股 | $133.3万 | 4.2万股 | -1,775股-4.27% | 减仓 |
| SSPDR黄金信托GLD |
| 0.5% | 0.98% | $135.5万 | 3,678股 | $234.8万 | 5,457股 | -1,779股-32.60% | 减仓 |
| DDimensional维度ETF信托DFSV |
| 0.46% | — | $124.7万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| HHARRIS OAKMARK ETF TRUSTOAKM |
| 0.45% | 0.52% | $121.7万 | 4.3万股 | $124.8万 | 4.5万股 | -2,051股-4.53% | 减仓 |
 博通AVGO |
| 0.45% | 0.32% | $120.7万 | 3,194股 | $76.8万 | 2,482股 | +712股+28.69% | 加仓 |
 CrowdStrikeCRWD |
| 0.44% | 0.28% | $120.0万 | 1,572股 | $67.9万 | 1,739股 | -167股-9.60% | 减仓 |
| LLEGG MASON ETF INVTLRGE |
| 0.44% | 0.45% | $119.3万 | 1.4万股 | $108.2万 | 1.4万股 | -462股-3.21% | 减仓 |
| JJPMORGAN CHASE & COJPM |
| 0.43% | 0.64% | $116.4万 | 4.6万股 | $152.4万 | 6.1万股 | -1.5万股-25.08% | 减仓 |
| IiShares安硕信托DGRO |
| 0.43% | 0.45% | $115.2万 | 1.5万股 | $106.4万 | 1.5万股 | +43股+0.28% | 加仓 |
