| V先锋领航指数基金VOO |
| 12.71% | 11.95% | $2,644.3万 | 3.9万股 | $2,269.5万 | 3.8万股 | +521股+1.37% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 12.17% | 13.03% | $2,531.4万 | 55.6万股 | $2,475.0万 | 54.3万股 | +1.4万股+2.57% | 加仓 |
| G高盛ETF信托GSST |
| 7.69% | 8.37% | $1,599.3万 | 31.6万股 | $1,589.4万 | 31.4万股 | +1,812股+0.58% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 5.16% | 5.34% | $1,073.8万 | 23.3万股 | $1,013.3万 | 22.0万股 | +1.3万股+6.02% | 加仓 |
| F富达Covington信托FENI |
| 5.14% | 4.91% | $1,068.8万 | 26.6万股 | $933.3万 | 25.1万股 | +1.5万股+6.15% | 加仓 |
 英伟达NVDA |
| 3.46% | 3.46% | $719.7万 | 3.6万股 | $656.6万 | 3.8万股 | -1,680股-4.46% | 减仓 |
| AAvantis·U SAVUV |
| 2.87% | 2.79% | $596.6万 | 4.8万股 | $530.0万 | 4.8万股 | -155股-0.32% | 减仓 |
| A美国世纪ETF信托AVEM |
| 2.81% | 2.33% | $584.9万 | 6.1万股 | $442.5万 | 5.5万股 | +5,709股+10.40% | 加仓 |
 苹果AAPL |
| 2.64% | 2.59% | $549.6万 | 1.9万股 | $492.6万 | 1.9万股 | -414股-2.13% | 减仓 |
| G通用动力VTI |
| 2.6% | 2.47% | $541.0万 | 1.5万股 | $469.8万 | 1.5万股 | -24股-0.16% | 减仓 |
| SSPDR道富系列信托SPTM |
| 2.52% | 2.43% | $525.1万 | 5.8万股 | $461.9万 | 5.8万股 | -589股-1.01% | 减仓 |
| S嘉信策略信托SCHD |
| 2.38% | 2.68% | $495.5万 | 15.6万股 | $509.9万 | 16.6万股 | -9,937股-5.98% | 减仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 1.85% | 1.41% | $385.6万 | 9.5万股 | $267.2万 | 7.4万股 | +2.1万股+27.88% | 加仓 |
 雪佛龙CVX |
| 1.69% | 1.32% | $352.2万 | 2.1万股 | $250.8万 | 1.2万股 | +9,127股+75.31% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.54% | 1.6% | $321.0万 | 4.5万股 | $303.8万 | 4.7万股 | -2,356股-4.97% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.28% | 1.28% | $267.3万 | 1.1万股 | $242.5万 | 1.1万股 | +24股+0.21% | 加仓 |
 微软MSFT |
| 1.24% | 1.33% | $258.6万 | 6,933股 | $252.2万 | 6,812股 | +121股+1.78% | 加仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 1.12% | 1.42% | $232.1万 | 1.8万股 | $269.1万 | 2.4万股 | -5,738股-24.38% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.11% | 0.86% | $231.1万 | 6.8万股 | $162.8万 | 5.6万股 | +1.2万股+22.16% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.11% | 1.11% | $230.6万 | 4.6万股 | $211.1万 | 4.6万股 | -483股-1.04% | 减仓 |
| A美国世纪ETF信托AVLV |
| 1.1% | 0.81% | $229.0万 | 2.5万股 | $154.2万 | 1.9万股 | +5,980股+31.27% | 加仓 |
 德州仪器TXN |
| 1.08% | 0.86% | $224.0万 | 7,516股 | $163.6万 | 8,426股 | -910股-10.80% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.9% | 0.87% | $187.4万 | 1.2万股 | $165.2万 | 1.2万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.85% | 1.16% | $177.3万 | 1.3万股 | $219.6万 | 1.3万股 | +22股+0.17% | 加仓 |
| IiShares安硕信托SGOV |
| 0.82% | 0.75% | $170.8万 | 1.7万股 | $142.0万 | 1.4万股 | +2,864股+20.30% | 加仓 |
 强生JNJ |
| 0.79% | 0.87% | $165.1万 | 6,499股 | $165.2万 | 6,759股 | -260股-3.85% | 减仓 |
 LOWES COS COMLOW |
| 0.76% | 0.81% | $158.9万 | 7,207股 | $154.4万 | 6,535股 | +672股+10.28% | 加仓 |
 ADPADP |
| 0.73% | 0.69% | $152.2万 | 6,795股 | $131.2万 | 6,460股 | +335股+5.19% | 加仓 |
 摩根大通JPM |
| 0.73% | 0.74% | $151.2万 | 4,619股 | $139.8万 | 4,752股 | -133股-2.80% | 减仓 |
 VisaV |
| 0.68% | 0.62% | $141.6万 | 4,128股 | $117.3万 | 3,881股 | +247股+6.36% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.66% | 0.68% | $137.1万 | 8,677股 | $128.5万 | 8,676股 | +1股+0.01% | 加仓 |
 麦当劳MCD |
| 0.65% | 0.81% | $135.3万 | 5,005股 | $153.9万 | 4,953股 | +52股+1.05% | 加仓 |
 PRICE T ROWE COMTROW |
| 0.64% | 0.56% | $133.3万 | 1.2万股 | $106.3万 | 1.2万股 | -62股-0.53% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.64% | 0.63% | $132.4万 | 1.6万股 | $118.7万 | 1.6万股 | 00.00% | 持仓不变 |
 固安捷GWW |
| 0.63% | 0.57% | $130.2万 | 957股 | $108.2万 | 992股 | -35股-3.53% | 减仓 |
 好市多COST |
| 0.62% | 0.77% | $129.9万 | 1,388股 | $146.6万 | 1,471股 | -83股-5.64% | 减仓 |
| N新纪元能源NEE |
| 0.62% | 0.77% | $129.1万 | 1.5万股 | $145.8万 | 1.6万股 | -997股-6.35% | 减仓 |
 联合健康UNH |
| 0.6% | 0.45% | $125.6万 | 3,023股 | $85.3万 | 3,154股 | -131股-4.15% | 减仓 |
 博通AVGO |
| 0.6% | 0.49% | $124.4万 | 3,294股 | $93.3万 | 3,015股 | +279股+9.25% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.58% | 0.82% | $120.0万 | 2,356股 | $155.1万 | 2,273股 | +83股+3.65% | 加仓 |
 空气化工APD |
| 0.57% | 0.66% | $118.5万 | 4,040股 | $125.1万 | 4,306股 | -266股-6.18% | 减仓 |
 好事达ALL |
| 0.56% | 0.57% | $116.0万 | 4,875股 | $108.5万 | 5,232股 | -357股-6.82% | 减仓 |
| IiShares黄金信托IAU |
| 0.54% | 0.71% | $112.8万 | 1.5万股 | $134.8万 | 1.5万股 | -352股-2.30% | 减仓 |
 AMD超威AMD |
| 0.54% | 0.24% | $111.7万 | 1,922股 | $44.7万 | 2,197股 | -275股-12.52% | 减仓 |
 迪士尼DIS |
| 0.51% | 0.56% | $106.9万 | 1.1万股 | $106.0万 | 1.1万股 | +113股+1.03% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.51% | 0.68% | $105.4万 | 1.1万股 | $128.8万 | 1.5万股 | -3,596股-24.76% | 减仓 |
 联邦快递FDX |
| 0.48% | 0.69% | $99.8万 | 3,187股 | $130.4万 | 3,660股 | -473股-12.92% | 减仓 |
 百事可乐PEP |
| 0.45% | 0.59% | $93.1万 | 6,877股 | $112.4万 | 7,239股 | -362股-5.00% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.43% | 0.33% | $88.9万 | 1.8万股 | $61.9万 | 1.2万股 | +5,173股+41.68% | 加仓 |
 万事达MA |
| 0.38% | 0.37% | $78.8万 | 1,534股 | $69.8万 | 1,396股 | +138股+9.89% | 加仓 |
