| V先锋领航债券指数基金VUSB |
| 13.86% | 14.73% | $7,458.2万 | 149.8万股 | $7,128.9万 | 143.2万股 | +6.6万股+4.63% | 加仓 |
| V先锋领航·FTSEVEA |
| 11.96% | 12.15% | $6,432.9万 | 90.3万股 | $5,882.3万 | 91.8万股 | -1.5万股-1.65% | 减仓 |
| V先锋领航指数基金VOO |
| 8.99% | 8.51% | $4,837.3万 | 7.0万股 | $4,118.1万 | 6.9万股 | +1,514股+2.20% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 7.11% | 6.41% | $3,827.4万 | 45.7万股 | $3,100.6万 | 41.3万股 | +4.4万股+10.69% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 5.71% | 6.01% | $3,070.5万 | 15.5万股 | $2,908.5万 | 15.8万股 | -2,439股-1.55% | 减仓 |
| V先锋领航白厅基金VYM |
| 5.16% | 5.35% | $2,775.8万 | 17.6万股 | $2,590.0万 | 17.5万股 | +763股+0.44% | 加仓 |
| V先锋领航·TOTALBNDX |
| 5.14% | 5.46% | $2,764.6万 | 57.1万股 | $2,644.0万 | 55.0万股 | +2.1万股+3.74% | 加仓 |
| V先锋领航·SMALLVBR |
| 4.31% | 4.26% | $2,319.5万 | 9.5万股 | $2,063.2万 | 9.5万股 | +485股+0.51% | 加仓 |
| G通用动力VTI |
| 3.8% | 3.57% | $2,046.2万 | 5.5万股 | $1,728.4万 | 5.4万股 | +1,418股+2.63% | 加仓 |
| V先锋领航·MIDVO |
| 3.21% | 2.92% | $1,727.9万 | 21.4万股 | $1,413.8万 | 4.9万股 | +16.5万股+335.60% | 加仓 |
| V先锋领航指数基金VUG |
| 2.65% | 2.34% | $1,425.7万 | 16.6万股 | $1,133.6万 | 2.6万股 | +14.0万股+537.72% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.11% | 2.12% | $1,137.5万 | 25.6万股 | $1,026.2万 | 26.4万股 | -7,653股-2.90% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.71% | 1.79% | $921.9万 | 9.6万股 | $863.9万 | 9.7万股 | -1,795股-1.84% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.35% | 1.65% | $725.1万 | 7.2万股 | $796.7万 | 7.9万股 | -7,299股-9.21% | 减仓 |
| IiShares安硕信托IEFA |
| 1.33% | 1.4% | $714.3万 | 7.4万股 | $678.0万 | 7.5万股 | -938股-1.25% | 减仓 |
 英伟达NVDA |
| 1.06% | 1.07% | $571.1万 | 2.9万股 | $517.6万 | 3.0万股 | -1,140股-3.84% | 减仓 |
 苹果AAPL |
| 0.97% | 0.94% | $524.4万 | 1.8万股 | $454.8万 | 1.8万股 | +202股+1.13% | 加仓 |
| SSPDR黄金信托GLD |
| 0.94% | 1.21% | $508.1万 | 1.4万股 | $587.2万 | 1.4万股 | +144股+1.06% | 加仓 |
| IiShares安硕信托HYG |
| 0.7% | 0.57% | $377.0万 | 4.7万股 | $276.2万 | 3.5万股 | +1.2万股+35.75% | 加仓 |
 SERVICE INTLSCI |
| 0.66% | 0.8% | $357.7万 | 4.7万股 | $388.5万 | 4.7万股 | 00.00% | 持仓不变 |
 KINDER MORGAN DEL COMKMI |
| 0.57% | 0.71% | $307.2万 | 9.6万股 | $342.9万 | 10.2万股 | -6,211股-6.07% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.57% | 0.58% | $306.3万 | 5.1万股 | $280.4万 | 5.2万股 | -565股-1.09% | 减仓 |
 特斯拉TSLA |
| 0.52% | 0.49% | $278.1万 | 6,612股 | $237.2万 | 6,381股 | +231股+3.62% | 加仓 |
 波音BA |
| 0.51% | 0.52% | $274.7万 | 1.3万股 | $251.9万 | 1.3万股 | +32股+0.25% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.48% | 0.53% | $256.3万 | 3.3万股 | $257.4万 | 3.3万股 | +54股+0.16% | 加仓 |
 亚马逊AMZN |
| 0.47% | 0.44% | $250.9万 | 1.1万股 | $211.6万 | 1.0万股 | +363股+3.57% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.44% | 0.5% | $236.6万 | 4,728股 | $242.8万 | 5,070股 | -342股-6.75% | 减仓 |
 微软MSFT |
| 0.41% | 0.43% | $221.1万 | 5,927股 | $207.6万 | 5,610股 | +317股+5.65% | 加仓 |
| V先锋领航全球基金VFH |
| 0.41% | 0.42% | $219.6万 | 1.7万股 | $205.1万 | 1.7万股 | -295股-1.74% | 减仓 |
| IiShares安硕·COREIJR |
| 0.38% | 0.35% | $205.8万 | 1.4万股 | $170.6万 | 1.4万股 | +145股+1.06% | 加仓 |
 谷歌AGOOGL |
| 0.35% | 0.28% | $187.5万 | 5,248股 | $134.2万 | 4,669股 | +579股+12.40% | 加仓 |
 HALLIBURTON COMHAL |
| 0.33% | 0.52% | $175.5万 | 5.2万股 | $251.0万 | 6.4万股 | -1.3万股-19.75% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.33% | 0.37% | $175.2万 | 4.8万股 | $180.3万 | 4.8万股 | 00.00% | 持仓不变 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.26% | 0.27% | $139.0万 | 6,341股 | $130.2万 | 6,392股 | -51股-0.80% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.25% | 0.28% | $136.0万 | 5.9万股 | $136.4万 | 5.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.24% | 0.2% | $131.2万 | 1,752股 | $98.0万 | 1,501股 | +251股+16.72% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.24% | 0.15% | $126.7万 | 3.7万股 | $73.8万 | 2.5万股 | +1.2万股+47.67% | 加仓 |
| V先锋领航·TOTALBND |
| 0.21% | 0.23% | $110.9万 | 1.5万股 | $112.8万 | 1.5万股 | -208股-1.36% | 减仓 |
| IiShares安硕信托AGG |
| 0.18% | 0.21% | $99.1万 | 1.0万股 | $99.3万 | 1.0万股 | +4股+0.04% | 加仓 |
 直觉外科ISRG |
| 0.18% | 0.06% | $97.4万 | 2,448股 | $30.7万 | 666股 | +1,782股+267.57% | 加仓 |
 美光科技MU |
| 0.18% | 0.05% | $94.9万 | 822股 | $24.4万 | 725股 | +97股+13.38% | 加仓 |
 礼来LLY |
| 0.17% | 0.14% | $92.6万 | 772股 | $66.8万 | 727股 | +45股+6.19% | 加仓 |
| IiShares安硕信托IUSB |
| 0.14% | — | $78.0万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 博通AVGO |
| 0.14% | 0.11% | $74.2万 | 1,965股 | $54.6万 | 1,764股 | +201股+11.39% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.13% | 0.13% | $72.5万 | 1.4万股 | $61.7万 | 1.2万股 | +2,073股+16.77% | 加仓 |
 雪佛龙CVX |
| 0.13% | 0.18% | $71.4万 | 4,306股 | $87.2万 | 4,215股 | +91股+2.16% | 加仓 |
 UNITED AIRLS COMUAL |
| 0.13% | 0.12% | $69.7万 | 5,123股 | $59.2万 | 6,433股 | -1,310股-20.36% | 减仓 |
 Meta平台META |
| 0.13% | 0.14% | $67.7万 | 1,201股 | $67.5万 | 1,181股 | +20股+1.69% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.12% | 0.14% | $64.8万 | 2,740股 | $69.6万 | 3,238股 | -498股-15.38% | 减仓 |
 沃尔玛WMT |
| 0.12% | 0.15% | $64.6万 | 5,703股 | $70.9万 | 5,706股 | -3股-0.05% | 减仓 |
