| V先锋领航·SPECIALIZED FUNDSVIG |
| 12.05% | 12.29% | $2,831.0万 | 12.0万股 | $2,475.6万 | 11.5万股 | +4,529股+3.93% | 加仓 |
| S嘉信策略信托SCHD |
| 7.68% | 8.88% | $1,804.8万 | 56.9万股 | $1,788.7万 | 58.3万股 | -1.4万股-2.38% | 减仓 |
| F富达Covington信托FELG |
| 7.16% | 7.38% | $1,681.4万 | 38.4万股 | $1,487.6万 | 39.7万股 | -1.2万股-3.14% | 减仓 |
| G通用动力VTI |
| 7.08% | 5.2% | $1,664.1万 | 4.5万股 | $1,046.9万 | 3.3万股 | +1.2万股+37.81% | 加仓 |
| WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG |
| 5.87% | 6.42% | $1,378.3万 | 26.3万股 | $1,293.7万 | 26.9万股 | -5,540股-2.06% | 减仓 |
| IiShares安硕·CMBS ETFCMBS |
| 5.42% | 6.21% | $1,274.3万 | 26.2万股 | $1,251.0万 | 25.7万股 | +5,213股+2.03% | 加仓 |
| SSPDR道富系列信托SPYG |
| 4.46% | 4.33% | $1,047.5万 | 8.8万股 | $872.5万 | 8.9万股 | -1,078股-1.21% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 4.35% | 4.37% | $1,022.7万 | 12.4万股 | $881.6万 | 10.7万股 | +1.7万股+16.15% | 加仓 |
| V先锋领航·TOTALBND |
| 3.66% | 4.31% | $860.5万 | 11.7万股 | $867.9万 | 11.8万股 | -640股-0.54% | 减仓 |
| FFranklin Templeton ETF TrustDIVI |
| 3.57% | 3.48% | $839.0万 | 19.6万股 | $701.4万 | 17.6万股 | +2.0万股+11.47% | 加仓 |
| V先锋领航指数基金VB |
| 3.5% | 3.64% | $822.1万 | 2.7万股 | $734.0万 | 2.8万股 | -903股-3.22% | 减仓 |
| IiShares安硕·FALLEN ANGELS USD BOND ETFFALN |
| 3.12% | 3.53% | $732.3万 | 26.9万股 | $712.1万 | 26.7万股 | +2,305股+0.86% | 加仓 |
| V先锋领航指数基金VOO |
| 2.66% | 2.71% | $624.8万 | 9,097股 | $546.5万 | 9,146股 | -49股-0.54% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 1.86% | 2.18% | $437.1万 | 5.3万股 | $440.1万 | 5.3万股 | -61股-0.11% | 减仓 |
| IiShares安硕信托DIVB |
| 1.8% | 1.62% | $422.3万 | 6.9万股 | $326.9万 | 6.1万股 | +7,962股+13.14% | 加仓 |
| IiShares安硕信托AGG |
| 1.23% | 1.22% | $287.9万 | 5.7万股 | $245.4万 | 4.9万股 | +7,849股+16.00% | 加仓 |
 微软MSFT |
| 1.14% | 1.31% | $266.7万 | 7,149股 | $264.3万 | 7,141股 | +8股+0.11% | 加仓 |
| A美国世纪ETF信托AVLV |
| 1.07% | — | $252.4万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| IiShares安硕信托IDEV |
| 0.9% | — | $211.7万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| IiShares安硕信托SVAL |
| 0.86% | 0.77% | $201.3万 | 4.8万股 | $155.1万 | 4.3万股 | +5,012股+11.61% | 加仓 |
| F富兰克林邓普顿ETF信托UDIV |
| 0.83% | 0.81% | $194.1万 | 3.2万股 | $162.4万 | 3.1万股 | +825股+2.62% | 加仓 |
| V先锋领航指数基金VUG |
| 0.82% | 0.81% | $193.2万 | 2.2万股 | $163.4万 | 3,740股 | +1.9万股+499.65% | 加仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 0.79% | — | $186.4万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 苹果AAPL |
| 0.78% | 0.8% | $183.5万 | 6,343股 | $161.0万 | 6,344股 | -1股-0.02% | 减仓 |
| IiShares安硕信托ITA |
| 0.78% | 0.84% | $182.5万 | 7,528股 | $169.0万 | 7,724股 | -196股-2.54% | 减仓 |
| TTRUST FOR PROFESSIONAL MANAG |
| 0.76% | 0.89% | $178.1万 | 9.2万股 | $179.3万 | 9.2万股 | +99股+0.11% | 加仓 |
| GGlobal X基金PFFD |
| 0.71% | 0.82% | $166.7万 | 8.9万股 | $165.3万 | 9.0万股 | -656股-0.73% | 减仓 |
| IiShares安硕信托DVY |
| 0.67% | 0.63% | $156.2万 | 9,995股 | $126.7万 | 8,370股 | +1,625股+19.41% | 加仓 |
 艾伯维ABBV |
| 0.64% | 0.64% | $150.0万 | 5,962股 | $129.5万 | 5,956股 | +6股+0.10% | 加仓 |
 埃克森美孚XOM |
| 0.54% | 0.62% | $126.9万 | 9,279股 | $125.5万 | 7,398股 | +1,881股+25.43% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.46% | 0.46% | $109.2万 | 1,462股 | $92.9万 | 1,429股 | +33股+2.31% | 加仓 |
| F第一信托·USTCIBR |
| 0.46% | 0.35% | $109.0万 | 1.2万股 | $70.2万 | 1.1万股 | +930股+8.30% | 加仓 |
 英伟达NVDA |
| 0.46% | 0.46% | $107.5万 | 5,373股 | $93.6万 | 5,369股 | +4股+0.07% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.44% | 0.43% | $104.2万 | 1.3万股 | $86.6万 | 1.3万股 | +169股+1.33% | 加仓 |
| IiShares安硕信托IVV |
| 0.44% | 0.45% | $103.6万 | 1,384股 | $91.1万 | 1,394股 | -10股-0.72% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.43% | — | $99.9万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 默沙东MRK |
| 0.42% | 0.46% | $99.6万 | 7,753股 | $93.2万 | 7,745股 | +8股+0.10% | 加仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.42% | 0.51% | $98.5万 | 4,886股 | $102.1万 | 4,886股 | 00.00% | 持仓不变 |
| IISHARES BROADUSIG |
| 0.36% | — | $84.6万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| V先锋领航斯科茨代尔基金BSV |
| 0.36% | 0.42% | $83.6万 | 1.1万股 | $85.2万 | 1.1万股 | -176股-1.64% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.35% | 0.37% | $83.0万 | 3,903股 | $74.7万 | 3,891股 | +12股+0.31% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.32% | 0.35% | $75.6万 | 1.4万股 | $70.5万 | 1.4万股 | -168股-1.18% | 减仓 |
 好事达ALL |
| 0.29% | 0.29% | $67.7万 | 2,847股 | $59.0万 | 2,847股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.29% | 0.31% | $67.1万 | 2,641股 | $62.9万 | 2,573股 | +68股+2.64% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.27% | 0.27% | $63.1万 | 2.2万股 | $54.6万 | 2.2万股 | +56股+0.26% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.27% | 0.28% | $62.6万 | 7,322股 | $56.4万 | 7,315股 | +7股+0.10% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.25% | 0.24% | $59.7万 | 1,689股 | $48.5万 | 1,689股 | 00.00% | 持仓不变 |
| IiShares安硕信托DGRO |
| 0.25% | 0.3% | $58.8万 | 7,752股 | $60.3万 | 8,590股 | -838股-9.76% | 减仓 |
 摩根大通JPM |
| 0.23% | 0.24% | $54.2万 | 1,655股 | $48.4万 | 1,646股 | +9股+0.55% | 加仓 |
 特斯拉TSLA |
| 0.23% | 0.23% | $53.1万 | 1,263股 | $47.0万 | 1,263股 | 00.00% | 持仓不变 |
