| V先锋领航指数基金VOO |
| 35.68% | 36.46% | $6,141.2万 | 8.9万股 | $5,183.1万 | 8.7万股 | +2,677股+3.09% | 加仓 |
| IiShares安硕信托IVV |
| 5.19% | 5.69% | $894.2万 | 1.2万股 | $809.4万 | 1.2万股 | -450股-3.63% | 减仓 |
| PPGIM ULTRAPULS |
| 4.68% | 5.22% | $805.0万 | 16.2万股 | $742.7万 | 15.0万股 | +1.2万股+8.27% | 加仓 |
| V先锋领航全球基金VGT |
| 4.07% | 3.39% | $700.3万 | 5.9万股 | $481.8万 | 6,905股 | +5.2万股+748.54% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 3.77% | 4.34% | $649.3万 | 7.9万股 | $617.2万 | 8.7万股 | -7,792股-8.95% | 减仓 |
| I景顺QQQ信托VOO |
| 3.52% | 3.32% | $605.3万 | 8,220股 | $472.2万 | 8,180股 | +40股+0.49% | 加仓 |
| V先锋领航·MIDVO |
| 2.57% | 2.97% | $443.2万 | 5.5万股 | $421.9万 | 1.5万股 | +4.0万股+274.40% | 加仓 |
| IiShares安硕信托DGRO |
| 2.47% | 2.93% | $425.9万 | 5.6万股 | $416.5万 | 5.9万股 | -3,149股-5.31% | 减仓 |
| BBNY MELLON ETF TRUSTBKMI |
| 2.44% | 2.64% | $420.1万 | 4.2万股 | $375.2万 | 4.0万股 | +1,595股+3.97% | 加仓 |
| IiShares安硕信托AGG |
| 2.03% | 2.5% | $349.9万 | 3.5万股 | $355.5万 | 3.6万股 | -467股-1.30% | 减仓 |
| G通用动力VTI |
| 1.94% | 0.89% | $333.5万 | 9,014股 | $126.7万 | 3,950股 | +5,064股+128.20% | 加仓 |
| IiShares安硕·COREIJR |
| 1.91% | 1.93% | $328.3万 | 2.2万股 | $274.7万 | 2.2万股 | +43股+0.19% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.82% | 0.76% | $313.6万 | 5.6万股 | $107.9万 | 1.9万股 | +3.6万股+191.64% | 加仓 |
| SSPDR道富系列信托SPYD |
| 1.4% | 1.6% | $240.9万 | 5.0万股 | $227.5万 | 5.0万股 | +519股+1.04% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 1.37% | 1.57% | $235.7万 | 1.7万股 | $222.9万 | 1.8万股 | -1,203股-6.75% | 减仓 |
| V先锋领航指数基金VUG |
| 1.08% | 1.03% | $185.2万 | 2.2万股 | $146.5万 | 3,353股 | +1.8万股+541.25% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 1.07% | 1.41% | $183.4万 | 5.0万股 | $201.0万 | 5.5万股 | -5,027股-9.21% | 减仓 |
| IiShares安硕信托IEFA |
| 1.06% | 1.16% | $182.4万 | 1.9万股 | $164.9万 | 1.8万股 | +678股+3.72% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.98% | 1.22% | $169.2万 | 7.0万股 | $173.6万 | 7.2万股 | -1,414股-1.98% | 减仓 |
 苹果AAPL |
| 0.87% | 0.9% | $149.9万 | 5,182股 | $128.4万 | 5,060股 | +122股+2.41% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.81% | 0.88% | $139.8万 | 7,433股 | $125.5万 | 8,088股 | -655股-8.10% | 减仓 |
| V先锋领航·TOTALBND |
| 0.81% | 0.3% | $139.1万 | 1.9万股 | $42.7万 | 5,802股 | +1.3万股+226.66% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.77% | 0.2% | $132.6万 | 1.6万股 | $28.5万 | 3,699股 | +1.2万股+319.28% | 加仓 |
| V先锋领航指数基金VB |
| 0.68% | 0.72% | $116.7万 | 3,849股 | $102.5万 | 3,914股 | -65股-1.66% | 减仓 |
| IiShares安硕·COREIJH |
| 0.67% | 0.64% | $115.2万 | 1.5万股 | $91.0万 | 1.3万股 | +1,463股+10.86% | 加仓 |
 道明尼能源D |
| 0.66% | 0.72% | $114.2万 | 1.7万股 | $102.5万 | 1.7万股 | +154股+0.93% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.66% | 0.83% | $113.5万 | 2.3万股 | $118.0万 | 2.4万股 | -1,041股-4.41% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.64% | 0.69% | $109.3万 | 1.5万股 | $97.7万 | 1.5万股 | +92股+0.60% | 加仓 |
 微软MSFT |
| 0.63% | 0.76% | $109.3万 | 2,929股 | $108.4万 | 2,929股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJJ |
| 0.59% | 0.67% | $101.5万 | 6,870股 | $95.9万 | 7,237股 | -367股-5.07% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.56% | 0.55% | $96.9万 | 8,787股 | $78.7万 | 8,099股 | +688股+8.49% | 加仓 |
| F富兰克林·INCOME FOCUS ETFINCM |
| 0.55% | 0.61% | $94.6万 | 3.3万股 | $86.5万 | 3.0万股 | +2,690股+8.94% | 加仓 |
| IiShares安硕信托VLUE |
| 0.54% | 0.49% | $92.2万 | 4,612股 | $69.8万 | 4,907股 | -295股-6.01% | 减仓 |
| AADVISORS INNER CIRCLE FD IIARP |
| 0.53% | 0.54% | $91.4万 | 2.8万股 | $76.4万 | 2.4万股 | +3,798股+15.60% | 加仓 |
| IiShares安硕信托IUSV |
| 0.49% | 0.54% | $84.8万 | 7,696股 | $77.0万 | 7,535股 | +161股+2.14% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.49% | 0.32% | $83.9万 | 5,193股 | $45.7万 | 4,074股 | +1,119股+27.47% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.47% | 0.51% | $81.2万 | 1,087股 | $72.3万 | 1,111股 | -24股-2.16% | 减仓 |
 英伟达NVDA |
| 0.45% | 0.44% | $77.9万 | 3,894股 | $62.3万 | 3,573股 | +321股+8.98% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.42% | 0.45% | $72.7万 | 1.2万股 | $64.6万 | 1.2万股 | +196股+1.69% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.42% | 0.45% | $71.6万 | 1,371股 | $63.4万 | 1,369股 | +2股+0.15% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.4% | 0.41% | $68.2万 | 2,884股 | $58.7万 | 2,731股 | +153股+5.60% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.37% | 0.42% | $64.3万 | 5,401股 | $59.1万 | 6,038股 | -637股-10.55% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.35% | 0.37% | $60.0万 | 3,795股 | $52.6万 | 3,553股 | +242股+6.81% | 加仓 |
 麦当劳MCD |
| 0.28% | 0.39% | $48.9万 | 1,809股 | $56.1万 | 1,804股 | +5股+0.28% | 加仓 |
 卡特彼勒CAT |
| 0.25% | 0.2% | $43.9万 | 412股 | $28.3万 | 400股 | +12股+3.00% | 加仓 |
| V先锋领航指数基金VTV |
| 0.25% | 0.23% | $43.0万 | 1,972股 | $32.8万 | 1,672股 | +300股+17.94% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.24% | 0.18% | $41.6万 | 1,691股 | $25.1万 | 1,206股 | +485股+40.22% | 加仓 |
 强生JNJ |
| 0.23% | 0.26% | $40.3万 | 1,586股 | $37.2万 | 1,520股 | +66股+4.34% | 加仓 |
| IiShares安硕信托SHV |
| 0.23% | 0.17% | $39.9万 | 3,614股 | $24.5万 | 2,215股 | +1,399股+63.16% | 加仓 |
| AAT&TT |
| 0.23% | — | $39.7万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
