| V先锋领航指数基金VTV |
| 13.88% | 13.7% | $4.01亿 | 183.9万股 | $3.51亿 | 179.1万股 | +4.8万股+2.68% | 加仓 |
| V先锋领航指数基金VUG |
| 13.08% | 12.04% | $3.78亿 | 438.4万股 | $3.09亿 | 70.7万股 | +367.8万股+520.26% | 加仓 |
| IiShares安硕信托IXUS |
| 9.55% | 9.79% | $2.76亿 | 289.1万股 | $2.51亿 | 289.8万股 | -7,325股-0.25% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 9.44% | 9.34% | $2.73亿 | 219.6万股 | $2.40亿 | 56.2万股 | +163.4万股+290.71% | 加仓 |
| IiShares安硕信托IWD |
| 7.16% | 7.25% | $2.07亿 | 85.3万股 | $1.86亿 | 87.0万股 | -1.6万股-1.86% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 2.37% | 2.34% | $6,832.9万 | 53.5万股 | $5,993.1万 | 54.6万股 | -1.2万股-2.15% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.12% | 2.12% | $6,126.4万 | 8.2万股 | $5,442.2万 | 8.4万股 | -1,643股-1.96% | 减仓 |
| V先锋领航白厅基金VYM |
| 2.05% | 2.18% | $5,934.9万 | 37.6万股 | $5,582.0万 | 37.7万股 | -1,348股-0.36% | 减仓 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 1.59% | 1.85% | $4,582.6万 | 68.8万股 | $4,756.4万 | 71.0万股 | -2.2万股-3.07% | 减仓 |
| V先锋领航指数基金VBK |
| 1.29% | 1.22% | $3,732.3万 | 10.2万股 | $3,118.7万 | 10.3万股 | -1,135股-1.10% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.25% | 1.23% | $3,600.7万 | 16.3万股 | $3,160.2万 | 16.7万股 | -3,903股-2.34% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.22% | 1.38% | $3,529.3万 | 69.8万股 | $3,530.0万 | 70.8万股 | -9,804股-1.39% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.22% | 1.33% | $3,517.6万 | 14.5万股 | $3,416.3万 | 15.7万股 | -1.3万股-7.99% | 减仓 |
| IiShares安硕信托IWV |
| 1.16% | 1.16% | $3,362.7万 | 7.9万股 | $2,968.9万 | 8.0万股 | -1,232股-1.54% | 减仓 |
| V先锋领航指数基金VOO |
| 1.16% | 0.91% | $3,335.9万 | 4.9万股 | $2,325.3万 | 3.9万股 | +9,657股+24.82% | 加仓 |
 苹果AAPL |
| 1.09% | 1.09% | $3,138.0万 | 10.8万股 | $2,795.2万 | 11.0万股 | -1,694股-1.54% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.08% | 1.08% | $3,127.5万 | 19.9万股 | $2,759.7万 | 19.9万股 | -200股-0.10% | 减仓 |
| J骏利亨德森JAAA |
| 0.94% | 1.06% | $2,708.1万 | 53.6万股 | $2,717.1万 | 53.9万股 | -3,058股-0.57% | 减仓 |
| IiShares安硕·S&PIUSG |
| 0.93% | 0.97% | $2,678.1万 | 14.2万股 | $2,495.0万 | 16.1万股 | -1.8万股-11.49% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.81% | 0.74% | $2,336.3万 | 5.9万股 | $1,909.9万 | 6.1万股 | -1,557股-2.56% | 减仓 |
 FIRST COMWLTH FINL PAFCF |
| 0.8% | 0.79% | $2,318.0万 | 114.0万股 | $2,024.6万 | 115.2万股 | -1.1万股-0.99% | 减仓 |
| IiShares安硕信托IVV |
| 0.8% | 0.85% | $2,304.4万 | 3.1万股 | $2,173.4万 | 3.3万股 | -2,501股-7.52% | 减仓 |
| IiShares安硕信托GVI |
| 0.79% | 0.89% | $2,289.3万 | 21.3万股 | $2,274.3万 | 21.4万股 | -1,528股-0.71% | 减仓 |
| IiShares安硕信托IUSV |
| 0.79% | 0.94% | $2,278.6万 | 20.7万股 | $2,399.7万 | 23.5万股 | -2.8万股-11.85% | 减仓 |
 史赛克SYK |
| 0.78% | 0.9% | $2,259.6万 | 7.2万股 | $2,303.3万 | 7.0万股 | +1,675股+2.39% | 加仓 |
 微软MSFT |
| 0.77% | 0.78% | $2,229.3万 | 6.0万股 | $2,003.6万 | 5.4万股 | +5,638股+10.42% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.77% | 0.79% | $2,228.2万 | 21.0万股 | $2,017.9万 | 21.5万股 | -5,680股-2.64% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.72% | 0.66% | $2,086.1万 | 5.9万股 | $1,691.5万 | 5.9万股 | +72股+0.12% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.72% | 0.76% | $2,066.2万 | 2.9万股 | $1,951.6万 | 3.2万股 | -2,266股-7.16% | 减仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 0.62% | 0.64% | $1,800.8万 | 16.7万股 | $1,652.5万 | 18.1万股 | -1.4万股-7.50% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.6% | 0.64% | $1,723.7万 | 3.4万股 | $1,628.6万 | 3.4万股 | +460股+1.35% | 加仓 |
| G通用动力VTI |
| 0.54% | 0.49% | $1,551.8万 | 4.2万股 | $1,263.1万 | 3.9万股 | +2,564股+6.51% | 加仓 |
 思科CSCO |
| 0.48% | 0.34% | $1,392.4万 | 11.9万股 | $880.6万 | 11.3万股 | +5,045股+4.45% | 加仓 |
| IiShares安硕·COREIJH |
| 0.45% | 0.45% | $1,306.5万 | 16.9万股 | $1,146.1万 | 17.0万股 | -279股-0.16% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.45% | 0.44% | $1,303.2万 | 45.0万股 | $1,129.5万 | 45.0万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.44% | 0.43% | $1,270.6万 | 6.4万股 | $1,110.1万 | 6.4万股 | -146股-0.23% | 减仓 |
 PALO ALTOPANW |
| 0.43% | 0.23% | $1,238.3万 | 3.6万股 | $580.6万 | 3.6万股 | +101股+0.28% | 加仓 |
 谷歌AGOOGL |
| 0.42% | 0.38% | $1,210.0万 | 3.4万股 | $977.9万 | 3.4万股 | -149股-0.44% | 减仓 |
 亚马逊AMZN |
| 0.36% | 0.35% | $1,028.4万 | 4.3万股 | $900.4万 | 4.3万股 | -84股-0.19% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.36% | 0.36% | $1,026.6万 | 14.4万股 | $915.3万 | 14.3万股 | +1,254股+0.88% | 加仓 |
 礼来LLY |
| 0.34% | 0.29% | $988.7万 | 8,243股 | $748.3万 | 8,136股 | +107股+1.32% | 加仓 |
| IiShares安硕信托IEFA |
| 0.34% | 0.36% | $987.1万 | 10.2万股 | $928.9万 | 10.3万股 | -396股-0.39% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.34% | 0.33% | $969.6万 | 6.2万股 | $846.8万 | 6.1万股 | +560股+0.91% | 加仓 |
 Meta平台META |
| 0.31% | 0.36% | $909.6万 | 1.6万股 | $920.6万 | 1.6万股 | +58股+0.36% | 加仓 |
| IiShares安硕信托REET |
| 0.31% | 0.33% | $906.0万 | 32.8万股 | $856.7万 | 34.1万股 | -1.3万股-3.71% | 减仓 |
 COMMUNITY FINANCIAL SYSTEM ICBU |
| 0.28% | 0.28% | $819.3万 | 12.2万股 | $715.8万 | 12.2万股 | +9股+0.01% | 加仓 |
 艾伯维ABBV |
| 0.26% | 0.25% | $736.7万 | 2.9万股 | $644.1万 | 3.0万股 | -340股-1.15% | 减仓 |
| V先锋领航全球基金VGT |
| 0.25% | 0.21% | $731.8万 | 6.1万股 | $531.6万 | 7,620股 | +5.4万股+703.48% | 加仓 |
 摩根大通JPM |
| 0.24% | 0.25% | $689.4万 | 2.1万股 | $630.1万 | 2.1万股 | -360股-1.68% | 减仓 |
 强生JNJ |
| 0.23% | 0.25% | $669.0万 | 2.6万股 | $629.2万 | 2.6万股 | +599股+2.33% | 加仓 |
