| V先锋领航·FTSEVEA |
| 8.27% | 7.91% | $2,305.6万 | 32.4万股 | $1,922.8万 | 30.0万股 | +2.4万股+7.84% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 7.31% | 6.72% | $2,038.2万 | 58.6万股 | $1,635.0万 | 53.6万股 | +4.9万股+9.22% | 加仓 |
| V先锋领航指数基金VOO |
| 6.49% | 6.03% | $1,808.7万 | 2.6万股 | $1,466.9万 | 2.5万股 | +1,791股+7.30% | 加仓 |
| IiShares安硕·COREIJH |
| 5.36% | 4.92% | $1,493.0万 | 19.4万股 | $1,197.5万 | 17.7万股 | +1.6万股+9.19% | 加仓 |
| IiShares安硕信托IWY |
| 4.3% | 3.86% | $1,197.6万 | 4.1万股 | $937.9万 | 3.8万股 | +3,523股+9.35% | 加仓 |
 苹果AAPL |
| 2.68% | 2.67% | $748.3万 | 2.6万股 | $650.2万 | 2.6万股 | +240股+0.94% | 加仓 |
 亚马逊AMZN |
| 2.53% | 2.57% | $705.2万 | 3.0万股 | $625.0万 | 3.0万股 | -420股-1.40% | 减仓 |
 微软MSFT |
| 2.44% | 2.45% | $679.1万 | 1.8万股 | $595.8万 | 1.6万股 | +2,109股+13.10% | 加仓 |
 英伟达NVDA |
| 2.32% | 2.23% | $645.6万 | 3.2万股 | $543.4万 | 3.1万股 | +1,105股+3.55% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.16% | 2.04% | $601.0万 | 10.1万股 | $496.5万 | 9.2万股 | +8,839股+9.62% | 加仓 |
 谷歌AGOOGL |
| 1.79% | 1.79% | $499.4万 | 1.4万股 | $435.6万 | 1.5万股 | -1,173股-7.74% | 减仓 |
 摩根大通JPM |
| 1.65% | 1.38% | $460.9万 | 1.4万股 | $334.6万 | 1.1万股 | +2,706股+23.79% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.57% | 1.63% | $437.2万 | 8.7万股 | $396.0万 | 8.7万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 1.53% | 1.44% | $427.8万 | 2.9万股 | $351.1万 | 2.8万股 | +596股+2.11% | 加仓 |
| C花旗集团C |
| 1.52% | 1.41% | $424.3万 | 3.0万股 | $343.9万 | 3.0万股 | -10股-0.03% | 减仓 |
 博通AVGO |
| 1.38% | 1.58% | $384.0万 | 1.0万股 | $384.6万 | 1.2万股 | -2,260股-18.19% | 减仓 |
| IiShares安硕信托IEFA |
| 1.19% | 1.27% | $330.6万 | 3.4万股 | $308.4万 | 3.4万股 | +167股+0.49% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.15% | 1.17% | $320.2万 | 4,288股 | $283.9万 | 4,366股 | -78股-1.79% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.95% | 0.9% | $264.5万 | 2.7万股 | $219.2万 | 2.5万股 | +2,714股+10.99% | 加仓 |
 思科CSCO |
| 0.95% | 0.76% | $264.3万 | 2.3万股 | $184.4万 | 2.4万股 | -1,272股-5.35% | 减仓 |
| IiShares安硕信托IVV |
| 0.94% | 0.93% | $261.4万 | 3,490股 | $227.3万 | 3,480股 | +10股+0.29% | 加仓 |
 艾伯维ABBV |
| 0.92% | 0.88% | $255.7万 | 1.0万股 | $214.5万 | 9,861股 | +302股+3.06% | 加仓 |
 礼来LLY |
| 0.87% | 0.51% | $243.6万 | 2,031股 | $123.1万 | 1,338股 | +693股+51.79% | 加仓 |
 联合太平洋铁路UNP |
| 0.87% | 0.87% | $243.3万 | 8,946股 | $211.8万 | 8,731股 | +215股+2.46% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.86% | 0.75% | $238.5万 | 4,767股 | $182.4万 | 3,806股 | +961股+25.25% | 加仓 |
 埃克森美孚XOM |
| 0.84% | 1.19% | $233.3万 | 1.7万股 | $289.4万 | 1.7万股 | +12股+0.07% | 加仓 |
 Meta平台META |
| 0.8% | 0.75% | $222.6万 | 3,952股 | $181.4万 | 3,170股 | +782股+24.67% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.79% | 0.66% | $219.2万 | 6,204股 | $159.8万 | 5,570股 | +634股+11.38% | 加仓 |
 默沙东MRK |
| 0.75% | 0.81% | $210.3万 | 1.6万股 | $198.1万 | 1.6万股 | -107股-0.65% | 减仓 |
 阿默普莱斯AMP |
| 0.75% | 0.78% | $208.3万 | 4,541股 | $188.8万 | 4,248股 | +293股+6.90% | 加仓 |
 VisaV |
| 0.71% | 0.65% | $198.7万 | 5,792股 | $158.0万 | 5,227股 | +565股+10.81% | 加仓 |
 卡特彼勒CAT |
| 0.69% | 0.62% | $192.9万 | 1,811股 | $151.7万 | 2,141股 | -330股-15.41% | 减仓 |
 威廉姆斯WMB |
| 0.68% | 0.79% | $188.5万 | 2.5万股 | $191.8万 | 2.6万股 | -998股-3.79% | 减仓 |
 家得宝HD |
| 0.67% | 0.69% | $188.0万 | 5,330股 | $167.5万 | 5,092股 | +238股+4.67% | 加仓 |
 特斯拉TSLA |
| 0.65% | 0.62% | $182.6万 | 4,341股 | $151.9万 | 4,087股 | +254股+6.21% | 加仓 |
 宝洁PG |
| 0.65% | 0.71% | $181.5万 | 1.2万股 | $173.4万 | 1.2万股 | +374股+3.12% | 加仓 |
 麦当劳MCD |
| 0.61% | 0.77% | $170.8万 | 6,317股 | $186.3万 | 5,994股 | +323股+5.39% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.59% | 0.61% | $163.8万 | 7,700股 | $147.8万 | 7,700股 | 00.00% | 持仓不变 |
 美敦力MDT |
| 0.55% | 0.6% | $153.1万 | 2.0万股 | $144.8万 | 1.7万股 | +2,857股+17.10% | 加仓 |
 强生JNJ |
| 0.55% | 0.62% | $152.4万 | 6,002股 | $151.8万 | 6,211股 | -209股-3.36% | 减仓 |
 好市多COST |
| 0.54% | 0.64% | $150.2万 | 1,606股 | $154.8万 | 1,554股 | +52股+3.35% | 加仓 |
 百事可乐PEP |
| 0.5% | 0.63% | $139.7万 | 1.0万股 | $153.9万 | 9,911股 | +404股+4.08% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 0.5% | 0.57% | $138.1万 | 7,692股 | $138.9万 | 7,705股 | -13股-0.17% | 减仓 |
 奎斯特诊断DGX |
| 0.49% | 0.5% | $135.3万 | 6,383股 | $121.5万 | 6,199股 | +184股+2.97% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.47% | 0.49% | $132.1万 | 7,301股 | $119.4万 | 7,223股 | +78股+1.08% | 加仓 |
 好事达ALL |
| 0.47% | 0.45% | $132.0万 | 5,546股 | $108.3万 | 5,222股 | +324股+6.20% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.47% | 0.47% | $131.7万 | 6,000股 | $115.1万 | 6,000股 | 00.00% | 持仓不变 |
 诺华NVS |
| 0.47% | 0.52% | $130.8万 | 8,346股 | $127.0万 | 8,313股 | +33股+0.40% | 加仓 |
 洛克希德马丁LMT |
| 0.47% | 0.63% | $130.2万 | 2,556股 | $152.2万 | 2,519股 | +37股+1.47% | 加仓 |
| IiShares安硕信托IWD |
| 0.46% | 0.46% | $127.5万 | 5,258股 | $112.4万 | 5,258股 | 00.00% | 持仓不变 |
