| S道富SPYM |
| 13.6% | 12.83% | $1.04亿 | 118.6万股 | $8,846.9万 | 115.6万股 | +3.0万股+2.59% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 5.61% | 5.46% | $4,296.0万 | 18.2万股 | $3,765.0万 | 17.5万股 | +6,488股+3.71% | 加仓 |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 5.19% | 5.56% | $3,971.8万 | 78.9万股 | $3,835.1万 | 76.0万股 | +2.9万股+3.81% | 加仓 |
| V先锋领航白厅基金VYM |
| 5.14% | 5.29% | $3,935.6万 | 24.9万股 | $3,648.2万 | 24.6万股 | +2,709股+1.10% | 加仓 |
| V先锋领航指数基金VUG |
| 4.77% | 4.29% | $3,653.6万 | 42.4万股 | $2,960.4万 | 6.8万股 | +35.6万股+525.80% | 加仓 |
| S道富SPIB |
| 3.48% | 3.75% | $2,664.1万 | 79.6万股 | $2,583.4万 | 77.0万股 | +2.6万股+3.37% | 加仓 |
| S道富SPSM |
| 3.43% | 3.41% | $2,631.2万 | 45.6万股 | $2,351.9万 | 48.7万股 | -3.0万股-6.26% | 减仓 |
| S道富SPMD |
| 2.8% | 2.82% | $2,141.8万 | 31.7万股 | $1,943.2万 | 32.8万股 | -1.1万股-3.39% | 减仓 |
 苹果AAPL |
| 2.67% | 2.62% | $2,043.1万 | 7.1万股 | $1,809.6万 | 7.1万股 | -697股-0.98% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.6% | 2.83% | $1,989.1万 | 24.1万股 | $1,954.2万 | 23.6万股 | +4,513股+1.91% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.34% | 2.3% | $1,795.0万 | 8.4万股 | $1,585.1万 | 8.3万股 | +1,768股+2.14% | 加仓 |
| IiShares安硕EUSA |
| 2.13% | 2.15% | $1,634.5万 | 14.3万股 | $1,479.6万 | 14.5万股 | -2,245股-1.54% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.47% | 1.16% | $1,125.4万 | 5.9万股 | $803.0万 | 6.0万股 | -1,355股-2.24% | 减仓 |
| V先锋领航债券指数基金BSV |
| 1.44% | 1.58% | $1,106.4万 | 14.2万股 | $1,087.0万 | 13.9万股 | +3,389股+2.44% | 加仓 |
 微软MSFT |
| 1.42% | 1.56% | $1,084.7万 | 2.9万股 | $1,079.3万 | 2.9万股 | -78股-0.27% | 减仓 |
| G通用动力VTI |
| 1.4% | 1.34% | $1,069.7万 | 2.9万股 | $921.5万 | 2.9万股 | +183股+0.64% | 加仓 |
| IiShares安硕信托DGRO |
| 1.26% | 1.27% | $962.2万 | 12.7万股 | $875.2万 | 12.5万股 | +2,239股+1.80% | 加仓 |
 谷歌AGOOGL |
| 1.11% | 1.01% | $849.2万 | 2.4万股 | $698.1万 | 2.4万股 | -516股-2.13% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 1.05% | 1.14% | $806.3万 | 16.2万股 | $783.8万 | 15.7万股 | +4,530股+2.88% | 加仓 |
| I景顺QQQ信托VOO |
| 1.01% | 0.88% | $773.4万 | 1.1万股 | $606.3万 | 1.1万股 | -2股-0.02% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.98% | 0.95% | $752.4万 | 1.0万股 | $658.2万 | 1.0万股 | -46股-0.45% | 减仓 |
 VisaV |
| 0.92% | 0.9% | $701.5万 | 2.0万股 | $621.1万 | 2.1万股 | -104股-0.51% | 减仓 |
 礼来LLY |
| 0.89% | 0.78% | $678.0万 | 5,653股 | $535.6万 | 5,823股 | -170股-2.92% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.83% | 0.68% | $632.4万 | 2.3万股 | $466.6万 | 2.0万股 | +3,370股+17.07% | 加仓 |
 康宁GLW |
| 0.72% | 0.43% | $554.9万 | 2.2万股 | $294.9万 | 2.2万股 | +36股+0.17% | 加仓 |
| IiShares安硕信托IBDS |
| 0.72% | 0.78% | $548.3万 | 22.6万股 | $539.4万 | 22.3万股 | +3,865股+1.74% | 加仓 |
 亚马逊AMZN |
| 0.68% | 0.66% | $518.6万 | 2.2万股 | $457.2万 | 2.2万股 | -194股-0.88% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.68% | 0.67% | $518.0万 | 10.1万股 | $460.7万 | 9.0万股 | +1.1万股+12.22% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.68% | 0.62% | $517.6万 | 1.7万股 | $429.3万 | 1.7万股 | -83股-0.48% | 减仓 |
| IiShares安硕信托IBDR |
| 0.67% | 0.79% | $513.4万 | 21.2万股 | $547.1万 | 22.6万股 | -1.4万股-6.11% | 减仓 |
| IiShares安硕信托IBDT |
| 0.66% | 0.74% | $505.4万 | 20.0万股 | $511.6万 | 20.2万股 | -1,820股-0.90% | 减仓 |
 摩根大通JPM |
| 0.66% | 0.67% | $505.0万 | 1.5万股 | $461.2万 | 1.6万股 | -251股-1.60% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.65% | 0.6% | $500.7万 | 1.4万股 | $413.0万 | 1.4万股 | -224股-1.56% | 减仓 |
| GGUARDIAN PHARMACY SVCSGRDN |
| 0.55% | — | $423.4万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
 STATE STREET SPDR ICE PREFERRED SECURITIES ETFEPRT |
| 0.55% | 0.62% | $421.7万 | 13.8万股 | $425.7万 | 13.8万股 | +90股+0.07% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.54% | 0.62% | $414.6万 | 17.9万股 | $426.4万 | 18.3万股 | -4,285股-2.34% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.53% | 0.52% | $404.5万 | 5,751股 | $360.7万 | 5,848股 | -97股-1.66% | 减仓 |
 强生JNJ |
| 0.41% | 0.44% | $310.7万 | 1.2万股 | $300.8万 | 1.2万股 | -71股-0.58% | 减仓 |
| IiShares安硕信托PFF |
| 0.4% | 0.42% | $307.4万 | 10.1万股 | $292.1万 | 9.6万股 | +4,485股+4.66% | 加仓 |
 思科CSCO |
| 0.34% | 0.25% | $259.2万 | 2.2万股 | $172.1万 | 2.2万股 | -109股-0.49% | 减仓 |
| V先锋领航全球基金VOX |
| 0.33% | 0.36% | $251.2万 | 1.4万股 | $249.4万 | 1.4万股 | -210股-1.51% | 减仓 |
| Q高通QCOM |
| 0.32% | 0.25% | $246.1万 | 1.3万股 | $171.9万 | 1.3万股 | -31股-0.23% | 减仓 |
| IiShares安硕信托HDV |
| 0.32% | 0.36% | $244.0万 | 8.9万股 | $246.4万 | 1.8万股 | +7.1万股+390.25% | 加仓 |
 家得宝HD |
| 0.31% | 0.33% | $240.8万 | 6,829股 | $230.4万 | 7,005股 | -176股-2.51% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.31% | 0.32% | $235.4万 | 2.0万股 | $218.8万 | 2.0万股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYMI |
| 0.31% | 0.42% | $235.2万 | 2.4万股 | $287.0万 | 3.0万股 | -6,503股-21.35% | 减仓 |
| S道富XLI |
| 0.3% | 0.29% | $231.3万 | 1.2万股 | $203.0万 | 1.3万股 | -65股-0.52% | 减仓 |
| GGlobal X基金PFFD |
| 0.3% | 0.32% | $227.5万 | 12.2万股 | $219.9万 | 12.0万股 | +2,215股+1.85% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.3% | 0.31% | $226.4万 | 1.4万股 | $211.7万 | 1.4万股 | -170股-1.18% | 减仓 |
| V先锋领航指数基金VOO |
| 0.29% | 0.28% | $223.4万 | 3,253股 | $190.3万 | 3,184股 | +69股+2.17% | 加仓 |
