| V先锋领航指数基金VOO |
| 6.8% | 6.53% | $3,204.9万 | 4.7万股 | $2,801.9万 | 4.7万股 | -226股-0.48% | 减仓 |
 英伟达NVDA |
| 4.71% | 4.5% | $2,220.3万 | 11.1万股 | $1,931.0万 | 11.1万股 | +239股+0.22% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.9% | 3.88% | $1,837.1万 | 7.8万股 | $1,663.9万 | 7.7万股 | +274股+0.35% | 加仓 |
| V先锋领航白厅基金VYM |
| 3.5% | 3.59% | $1,650.3万 | 10.4万股 | $1,540.3万 | 10.4万股 | +426股+0.41% | 加仓 |
 苹果AAPL |
| 3.16% | 3.05% | $1,487.9万 | 5.1万股 | $1,307.1万 | 5.2万股 | -85股-0.17% | 减仓 |
| IiShares安硕信托AGG |
| 2.95% | 3.23% | $1,389.1万 | 14.0万股 | $1,383.4万 | 13.9万股 | +985股+0.71% | 加仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 2.66% | 2.54% | $1,255.9万 | 33.1万股 | $1,090.7万 | 31.7万股 | +1.4万股+4.37% | 加仓 |
 艾伯维ABBV |
| 2.42% | 2.3% | $1,142.2万 | 4.5万股 | $988.3万 | 4.5万股 | -51股-0.11% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.77% | 2.17% | $833.8万 | 14.8万股 | $929.0万 | 16.4万股 | -1.6万股-9.93% | 减仓 |
| V先锋领航指数基金VUG |
| 1.7% | 1.56% | $799.7万 | 9.3万股 | $668.7万 | 1.5万股 | +7.8万股+506.42% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.7% | 1.65% | $799.2万 | 1.1万股 | $706.0万 | 1.1万股 | -155股-1.43% | 减仓 |
| S嘉信策略信托SCHD |
| 1.6% | 1.67% | $753.6万 | 23.8万股 | $717.3万 | 23.4万股 | +3,842股+1.64% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.46% | 1.49% | $689.2万 | 11.2万股 | $640.8万 | 11.5万股 | -3,288股-2.85% | 减仓 |
 亚马逊AMZN |
| 1.35% | 1.25% | $637.5万 | 2.7万股 | $537.6万 | 2.6万股 | +935股+3.62% | 加仓 |
| G通用动力VTI |
| 1.23% | 1.16% | $581.7万 | 1.6万股 | $499.2万 | 1.6万股 | +161股+1.03% | 加仓 |
| V先锋领航白厅基金VYMI |
| 1.21% | 1.21% | $572.7万 | 5.8万股 | $520.1万 | 5.5万股 | +3,127股+5.67% | 加仓 |
| V先锋领航白厅基金VNQ |
| 1.19% | 1.22% | $562.0万 | 6.0万股 | $523.2万 | 5.9万股 | +1,031股+1.74% | 加仓 |
| I景顺·S&PSPHQ |
| 1.17% | 1.07% | $550.8万 | 6.1万股 | $457.2万 | 6.1万股 | +325股+0.53% | 加仓 |
| V先锋领航全球基金VGT |
| 1.17% | 0.92% | $550.3万 | 4.6万股 | $395.6万 | 5,670股 | +4.0万股+711.96% | 加仓 |
 AMGEN COMAMGN |
| 1.16% | 1.24% | $548.7万 | 1.5万股 | $531.0万 | 1.5万股 | +61股+0.40% | 加仓 |
| IiShares安硕信托USMV |
| 1.13% | 1.21% | $533.0万 | 5.5万股 | $519.6万 | 5.6万股 | -780股-1.39% | 减仓 |
 微软MSFT |
| 1.1% | 1.08% | $516.7万 | 1.4万股 | $465.0万 | 1.3万股 | +1,290股+10.27% | 加仓 |
| IiShares安硕信托IEFA |
| 1.09% | 1.12% | $513.9万 | 5.3万股 | $480.2万 | 5.3万股 | +169股+0.32% | 加仓 |
| SSPDR道富系列信托HYMB |
| 0.99% | 1.08% | $469.0万 | 18.4万股 | $463.5万 | 18.7万股 | -2,542股-1.36% | 减仓 |
 派克汉尼汾PH |
| 0.97% | 0.98% | $459.1万 | 4,694股 | $420.2万 | 4,694股 | 00.00% | 持仓不变 |
| NNEOS ETF TRUSTSPYI |
| 0.94% | 0.94% | $441.8万 | 8.3万股 | $402.5万 | 8.2万股 | +1,692股+2.08% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.85% | 0.77% | $399.5万 | 4.5万股 | $328.3万 | 8,934股 | +3.7万股+408.70% | 加仓 |
| IiShares安硕·COREIJH |
| 0.81% | 0.84% | $382.8万 | 5.0万股 | $360.9万 | 5.3万股 | -3,807股-7.12% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.78% | 0.66% | $368.5万 | 1.0万股 | $282.9万 | 9,863股 | +566股+5.74% | 加仓 |
 百事可乐PEP |
| 0.75% | 0.94% | $351.2万 | 2.6万股 | $404.1万 | 2.6万股 | -80股-0.31% | 减仓 |
 家得宝HD |
| 0.73% | 0.77% | $344.5万 | 9,766股 | $328.6万 | 9,991股 | -225股-2.25% | 减仓 |
| IiShares安硕信托DVY |
| 0.73% | 0.77% | $342.7万 | 2.2万股 | $331.8万 | 2.2万股 | +9股+0.04% | 加仓 |
 埃克森美孚XOM |
| 0.72% | 1.09% | $338.9万 | 2.5万股 | $468.4万 | 2.8万股 | -2,823股-10.23% | 减仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 0.71% | 0.7% | $336.2万 | 8.2万股 | $300.1万 | 8.4万股 | -2,513股-2.98% | 减仓 |
| V先锋领航指数基金VTV |
| 0.7% | 0.69% | $331.8万 | 1.5万股 | $297.6万 | 1.5万股 | +60股+0.40% | 加仓 |
| V先锋领航·MIDVO |
| 0.69% | 0.73% | $324.7万 | 4.0万股 | $314.2万 | 1.1万股 | +2.9万股+268.38% | 加仓 |
 雅培ABT |
| 0.69% | 0.86% | $324.0万 | 3.6万股 | $368.7万 | 3.6万股 | -199股-0.55% | 减仓 |
 摩根大通JPM |
| 0.66% | 0.65% | $309.6万 | 9,458股 | $277.0万 | 9,417股 | +41股+0.44% | 加仓 |
| IiShares安硕信托HDV |
| 0.65% | 0.71% | $306.9万 | 11.2万股 | $306.2万 | 2.3万股 | +8.9万股+396.39% | 加仓 |
 沃尔玛WMT |
| 0.63% | 0.71% | $295.2万 | 2.6万股 | $304.0万 | 2.4万股 | +1,605股+6.56% | 加仓 |
 Meta平台META |
| 0.6% | 0.68% | $281.9万 | 5,004股 | $292.2万 | 5,107股 | -103股-2.02% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.59% | 0.54% | $279.3万 | 5.5万股 | $230.9万 | 4.6万股 | +8,938股+19.32% | 加仓 |
 谷歌AGOOGL |
| 0.58% | 0.51% | $273.5万 | 7,654股 | $217.2万 | 7,554股 | +100股+1.32% | 加仓 |
 礼来LLY |
| 0.57% | 0.52% | $270.6万 | 2,256股 | $221.8万 | 2,411股 | -155股-6.43% | 减仓 |
 卡特彼勒CAT |
| 0.57% | 0.44% | $270.3万 | 2,538股 | $189.3万 | 2,672股 | -134股-5.01% | 减仓 |
| IiShares安硕IEMG |
| 0.56% | 0.54% | $263.5万 | 3.2万股 | $231.3万 | 3.3万股 | -1,347股-4.06% | 减仓 |
| G高盛ETF信托GINC |
| 0.55% | 0.48% | $260.0万 | 4.7万股 | $207.0万 | 4.1万股 | +5,421股+13.10% | 加仓 |
| IiShares安硕信托AOK |
| 0.55% | 0.53% | $259.7万 | 6.3万股 | $225.8万 | 5.7万股 | +6,000股+10.60% | 加仓 |
 特斯拉TSLA |
| 0.55% | 0.61% | $258.8万 | 6,154股 | $259.6万 | 6,982股 | -828股-11.86% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.53% | 0.59% | $250.7万 | 3.3万股 | $251.8万 | 3.4万股 | -954股-2.77% | 减仓 |
