| V先锋领航·MALVERN FDSVCRB |
| 6.63% | 6.83% | $860.9万 | 11.1万股 | $805.3万 | 10.4万股 | +7,389股+7.10% | 加仓 |
| S道富SPYM |
| 6.53% | 6.09% | $847.7万 | 9.6万股 | $717.8万 | 9.4万股 | +2,688股+2.87% | 加仓 |
| SSPDR标普500 ETFSPY |
| 6.35% | 6.38% | $823.5万 | 1.1万股 | $752.6万 | 1.2万股 | -545股-4.71% | 减仓 |
| V先锋领航STAR基金VXUS |
| 5.01% | 4.91% | $649.5万 | 7.6万股 | $579.5万 | 7.5万股 | +825股+1.10% | 加仓 |
| PPacer基金信托COWZ |
| 4.72% | 5.14% | $612.5万 | 9.8万股 | $606.6万 | 9.7万股 | +1,512股+1.56% | 加仓 |
| V先锋领航全球基金VGT |
| 4.49% | 4.11% | $582.5万 | 4.9万股 | $485.1万 | 6,952股 | +4.2万股+601.02% | 加仓 |
| PPACER FDS TR US LRG CP CASHCOWG |
| 3.94% | 3.56% | $511.8万 | 12.7万股 | $419.3万 | 12.4万股 | +3,187股+2.56% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 3.21% | 3.14% | $416.6万 | 5,923股 | $370.7万 | 6,011股 | -88股-1.46% | 减仓 |
| G通用动力VTI |
| 3.09% | 3.3% | $401.0万 | 1.1万股 | $389.8万 | 1.2万股 | -1,313股-10.81% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.89% | 2.73% | $375.2万 | 2.4万股 | $321.6万 | 2.2万股 | +1,715股+7.82% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.79% | 2.85% | $361.3万 | 4.4万股 | $336.5万 | 4.1万股 | +3,055股+7.51% | 加仓 |
| S道富SPMD |
| 2.67% | 2.52% | $346.9万 | 5.1万股 | $297.3万 | 5.0万股 | +1,130股+2.25% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 2.65% | 2.74% | $344.1万 | 5.8万股 | $322.7万 | 5.4万股 | +4,160股+7.68% | 加仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 2.62% | 2.82% | $340.1万 | 11.0万股 | $332.5万 | 10.8万股 | +2,210股+2.05% | 加仓 |
| I景顺QQQ信托VOO |
| 2.55% | 2.51% | $331.4万 | 4,500股 | $295.9万 | 5,127股 | -627股-12.23% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 2.4% | 2.38% | $311.9万 | 1.5万股 | $280.7万 | 1.5万股 | +35股+0.24% | 加仓 |
 苹果AAPL |
| 2.21% | 2.13% | $286.5万 | 9,901股 | $251.8万 | 9,921股 | -20股-0.20% | 减仓 |
| S道富SPSM |
| 2.13% | 1.95% | $276.1万 | 4.8万股 | $229.6万 | 4.8万股 | +365股+0.77% | 加仓 |
 微软MSFT |
| 1.88% | 2.03% | $243.4万 | 6,526股 | $239.4万 | 6,467股 | +59股+0.91% | 加仓 |
| SSPDR SERIES TRUSTQNDX |
| 1.81% | — | $234.5万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
 摩根大通JPM |
| 1.54% | 1.6% | $199.5万 | 6,095股 | $188.7万 | 6,415股 | -320股-4.99% | 减仓 |
| V先锋领航白厅基金VYMI |
| 1.52% | 1.43% | $197.7万 | 2.0万股 | $168.9万 | 1.8万股 | +2,215股+12.36% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.32% | 1.33% | $171.5万 | 4,855股 | $156.7万 | 5,462股 | -607股-11.11% | 减仓 |
 AVANTIS INTLNGG |
| 1.32% | 1.21% | $170.7万 | 1.9万股 | $142.3万 | 1.7万股 | +2,372股+14.14% | 加仓 |
| V先锋领航指数基金VOO |
| 1.29% | 0.96% | $167.4万 | 2,437股 | $113.1万 | 1,892股 | +545股+28.81% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.2% | 1.28% | $155.6万 | 3,110股 | $150.7万 | 3,145股 | -35股-1.11% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.1% | 1.01% | $143.2万 | 4.9万股 | $119.6万 | 4.8万股 | +1,800股+3.78% | 加仓 |
 英伟达NVDA |
| 0.95% | 0.95% | $123.9万 | 6,191股 | $112.2万 | 6,436股 | -245股-3.81% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.88% | 1.06% | $114.2万 | 4,825股 | $125.6万 | 5,840股 | -1,015股-17.38% | 减仓 |
| IiShares安硕·COREIJR |
| 0.88% | 0.86% | $113.6万 | 7,660股 | $102.0万 | 8,205股 | -545股-6.64% | 减仓 |
 强生JNJ |
| 0.84% | 0.98% | $109.1万 | 4,294股 | $115.6万 | 4,729股 | -435股-9.20% | 减仓 |
 VisaV |
| 0.81% | 0.77% | $105.7万 | 3,080股 | $90.8万 | 3,005股 | +75股+2.50% | 加仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 0.71% | 0.79% | $91.6万 | 3.2万股 | $93.4万 | 3.2万股 | -448股-1.40% | 减仓 |
 沃尔玛WMT |
| 0.66% | 0.82% | $86.2万 | 7,610股 | $96.9万 | 7,795股 | -185股-2.37% | 减仓 |
 甲骨文ORCL |
| 0.64% | 0.71% | $82.9万 | 5,655股 | $84.2万 | 5,725股 | -70股-1.22% | 减仓 |
| S道富SPAB |
| 0.6% | 0.58% | $78.3万 | 3.1万股 | $68.8万 | 2.7万股 | +3,843股+14.31% | 加仓 |
| T赛默飞世尔TMO |
| 0.6% | 0.64% | $77.2万 | 1,540股 | $75.4万 | 1,535股 | +5股+0.33% | 加仓 |
 家得宝HD |
| 0.53% | 0.54% | $68.7万 | 1,947股 | $63.9万 | 1,942股 | +5股+0.26% | 加仓 |
| N新纪元能源NEE |
| 0.53% | 0.61% | $68.2万 | 7,775股 | $72.0万 | 7,750股 | +25股+0.32% | 加仓 |
 埃克森美孚XOM |
| 0.52% | 0.73% | $67.6万 | 4,947股 | $85.6万 | 5,045股 | -98股-1.94% | 减仓 |
 好市多COST |
| 0.5% | 0.64% | $64.5万 | 690股 | $75.8万 | 761股 | -71股-9.33% | 减仓 |
 TJXTJX |
| 0.49% | 0.64% | $63.3万 | 4,180股 | $75.5万 | 4,725股 | -545股-11.53% | 减仓 |
 宝洁PG |
| 0.47% | 0.5% | $60.7万 | 4,141股 | $59.5万 | 4,116股 | +25股+0.61% | 加仓 |
 DANAHER DEL COMDHR |
| 0.46% | 0.49% | $60.1万 | 3,156股 | $58.3万 | 3,075股 | +81股+2.63% | 加仓 |
 美国运通AXP |
| 0.46% | 0.21% | $59.7万 | 1,765股 | $24.8万 | 820股 | +945股+115.24% | 加仓 |
| IIBMIBM |
| 0.44% | 0.42% | $57.5万 | 2,044股 | $49.5万 | 2,041股 | +3股+0.15% | 加仓 |
| WWisdomTree信托DLS |
| 0.39% | 0.53% | $50.5万 | 6,025股 | $62.5万 | 7,670股 | -1,645股-21.45% | 减仓 |
| NNORTHERN LTS FD TR IVPTL |
| 0.38% | 0.3% | $49.1万 | 1,715股 | $35.6万 | 1,420股 | +295股+20.77% | 加仓 |
 AMGEN COMAMGN |
| 0.38% | 0.46% | $48.8万 | 1,348股 | $54.3万 | 1,542股 | -194股-12.58% | 减仓 |
 贝莱德·INC COMBLK |
| 0.37% | 0.41% | $47.5万 | 494股 | $48.9万 | 508股 | -14股-2.76% | 减仓 |
