| V先锋领航·FTSEVEA |
| 42.98% | 44% | $1.49亿 | 209.1万股 | $1.39亿 | 217.7万股 | -8.6万股-3.95% | 减仓 |
| V先锋领航指数基金VOO |
| 32.19% | 30.75% | $1.12亿 | 16.2万股 | $9,747.5万 | 16.3万股 | -663股-0.41% | 减仓 |
| V先锋领航·FSTEVWO |
| 9.41% | 10.18% | $3,261.2万 | 54.6万股 | $3,228.0万 | 59.7万股 | -5.1万股-8.52% | 减仓 |
| IiShares安硕EWJ |
| 8.74% | 9.22% | $3,028.8万 | 32.5万股 | $2,922.7万 | 34.6万股 | -2.1万股-6.18% | 减仓 |
| I景顺QQQ信托VOO |
| 1.36% | 1.16% | $469.7万 | 6,379股 | $368.2万 | 6,379股 | 00.00% | 持仓不变 |
 EVOLV TECHNOLOGIES HLDNGS INC COM CL AEVLV |
| 1.16% | 1.32% | $401.6万 | 69.2万股 | $418.9万 | 69.2万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 1.14% | 1.13% | $395.2万 | 4.1万股 | $359.0万 | 4.0万股 | +517股+1.28% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.86% | 0.91% | $299.5万 | 4股 | $287.3万 | 4股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.81% | — | $279.3万 | 7,548股 | $0 | 0股 | +7,548股 | 新买入 |
| AALPS ETF信托AMLP |
| 0.71% | 0.76% | $244.5万 | 4.7万股 | $242.1万 | 4.6万股 | +1,175股+2.56% | 加仓 |
| V先锋领航指数基金VB |
| 0.33% | 0.31% | $112.8万 | 3,722股 | $97.5万 | 3,722股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.08% | — | $29.4万 | 4,983股 | $0 | 0股 | +4,983股 | 新买入 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.08% | 0.08% | $27.4万 | 2,640股 | $25.6万 | 2,640股 | 00.00% | 持仓不变 |
| SSTATE STREET SPDR DOW JONES REIT ETFRWR |
| 0.06% | 0.06% | $22.0万 | 1,950股 | $19.7万 | 1,950股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.04% | 0.04% | $15.1万 | 462股 | $13.6万 | 462股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VGK |
| 0.04% | 0.04% | $13.9万 | 1,575股 | $13.0万 | 1,575股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.01% | 0.01% | $3.8万 | 275股 | $4.7万 | 275股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| <0.01% | 0.01% | $1.5万 | 108股 | $1.7万 | 108股 | 00.00% | 持仓不变 |
