| V先锋领航指数基金VUG |
| 10.59% | 10.89% | $1,607.8万 | 18.7万股 | $1,370.8万 | 3.1万股 | +15.5万股+494.74% | 加仓 |
| I景顺QQQ信托VOO |
| 7.87% | 1.02% | $1,195.3万 | 1.6万股 | $128.8万 | 2,232股 | +1.4万股+627.24% | 加仓 |
| IiShares安硕·COREIJR |
| 7.75% | 7.92% | $1,177.6万 | 7.9万股 | $996.4万 | 8.0万股 | -753股-0.94% | 减仓 |
| V先锋领航·MIDVO |
| 7.41% | 8.09% | $1,125.7万 | 14.0万股 | $1,018.1万 | 3.5万股 | +10.4万股+294.13% | 加仓 |
| S道富SPYV |
| 6.58% | 7.28% | $998.9万 | 16.4万股 | $916.0万 | 16.2万股 | +2,435股+1.50% | 加仓 |
| SSPDR道富指数基金SPEM |
| 5.32% | 5.82% | $807.7万 | 15.6万股 | $732.3万 | 15.6万股 | -111股-0.07% | 减仓 |
| V先锋领航债券指数基金BSV |
| 5.14% | 6.24% | $780.5万 | 10.0万股 | $785.5万 | 10.0万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPYG |
| 3.75% | 3.72% | $568.8万 | 4.8万股 | $468.6万 | 4.8万股 | -61股-0.13% | 减仓 |
| S嘉信策略信托SCHF |
| 3.3% | 3.64% | $501.8万 | 18.1万股 | $458.0万 | 18.5万股 | -3,898股-2.11% | 减仓 |
| V先锋领航指数基金VTV |
| 2.69% | 2.98% | $407.8万 | 1.9万股 | $374.7万 | 1.9万股 | -386股-2.02% | 减仓 |
| V先锋领航债券指数基金BIV |
| 2.66% | 3.29% | $404.5万 | 5.3万股 | $414.7万 | 5.4万股 | -986股-1.84% | 减仓 |
| V先锋领航全球基金VDE |
| 2.5% | 3.51% | $379.8万 | 2.5万股 | $441.7万 | 2.6万股 | -230股-0.90% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.49% | 2.76% | $378.3万 | 5.3万股 | $348.0万 | 5.4万股 | -1,215股-2.24% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 2.12% | 2.39% | $322.5万 | 2.1万股 | $300.6万 | 2.1万股 | +280股+1.36% | 加仓 |
| SSPDR行业精选信托XLU |
| 2.1% | 1.65% | $319.5万 | 7.0万股 | $207.6万 | 4.5万股 | +2.5万股+55.78% | 加仓 |
 英伟达NVDA |
| 2.06% | 1.68% | $313.1万 | 1.6万股 | $211.5万 | 1.2万股 | +3,520股+29.03% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.78% | 1.87% | $270.6万 | 3,624股 | $235.9万 | 3,628股 | -4股-0.11% | 减仓 |
| EENERGY TRANSFER L PET |
| 1.62% | 1.97% | $246.2万 | 12.9万股 | $248.5万 | 12.9万股 | +40股+0.03% | 加仓 |
| IiShares安硕信托IVV |
| 1.3% | 1.38% | $197.0万 | 2,631股 | $173.8万 | 2,661股 | -30股-1.13% | 减仓 |
| IiShares安硕信托LQD |
| 1.17% | 1.42% | $177.6万 | 1.6万股 | $178.7万 | 1.6万股 | -115股-0.70% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.16% | 1.44% | $176.6万 | 4.8万股 | $181.8万 | 4.8万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.96% | 0.56% | $146.3万 | 3,922股 | $70.0万 | 1,890股 | +2,032股+107.51% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.95% | 1.14% | $144.3万 | 3.0万股 | $143.9万 | 3.0万股 | -154股-0.51% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.74% | 0.74% | $112.7万 | 3,752股 | $93.3万 | 3,761股 | -9股-0.24% | 减仓 |
| IiShares安硕·COREIJH |
| 0.73% | 0.77% | $110.5万 | 1.4万股 | $96.8万 | 1.4万股 | -2股-0.01% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.68% | 0.76% | $102.6万 | 6,490股 | $96.1万 | 6,490股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPDW |
| 0.67% | 0.73% | $101.1万 | 2.0万股 | $91.9万 | 2.0万股 | -55股-0.27% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.6% | 0.66% | $91.6万 | 9,499股 | $83.3万 | 9,394股 | +105股+1.12% | 加仓 |
 思科CSCO |
| 0.59% | 0.47% | $89.1万 | 7,587股 | $58.9万 | 7,587股 | 00.00% | 持仓不变 |
| J骏利亨德森JAAA |
| 0.58% | 0.77% | $87.7万 | 1.7万股 | $97.4万 | 1.9万股 | -1,985股-10.26% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.57% | 0.59% | $86.0万 | 8,409股 | $74.8万 | 9,505股 | -1,096股-11.53% | 减仓 |
 博通AVGO |
| 0.52% | 0.52% | $79.5万 | 2,105股 | $65.2万 | 2,105股 | 00.00% | 持仓不变 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.5% | 0.58% | $75.4万 | 7,823股 | $73.4万 | 7,664股 | +159股+2.07% | 加仓 |
 Meta平台META |
| 0.47% | 0.57% | $71.7万 | 1,273股 | $71.9万 | 1,257股 | +16股+1.27% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.47% | 0.49% | $70.8万 | 2.0万股 | $62.1万 | 2.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.39% | 0.41% | $59.7万 | 4,371股 | $51.8万 | 4,371股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.39% | 0.47% | $59.4万 | 5,518股 | $58.6万 | 5,518股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.39% | 0.47% | $58.5万 | 5,914股 | $58.7万 | 5,912股 | +2股+0.03% | 加仓 |
| SSpaceXSPCX |
| 0.34% | — | $51.8万 | 3,032股 | $0 | 0股 | +3,032股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.33% | 0.35% | $50.4万 | 734股 | $43.9万 | 734股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.33% | — | $50.0万 | 4,956股 | $0 | 0股 | +4,956股 | 新买入 |
| V先锋领航全球基金VGT |
| 0.32% | 0.28% | $49.0万 | 4,097股 | $35.8万 | 513股 | +3,584股+698.64% | 加仓 |
 艾伯维ABBV |
| 0.32% | 0.33% | $48.1万 | 1,913股 | $41.6万 | 1,913股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.31% | 0.34% | $47.5万 | 7,964股 | $43.4万 | 8,026股 | -62股-0.77% | 减仓 |
 强生JNJ |
| 0.31% | 0.36% | $46.7万 | 1,837股 | $44.9万 | 1,837股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLE |
| 0.3% | 0.27% | $45.7万 | 8,603股 | $34.3万 | 5,600股 | +3,003股+53.63% | 加仓 |
| IiShares安硕信托IEFA |
| 0.3% | 0.34% | $45.6万 | 4,722股 | $42.2万 | 4,660股 | +62股+1.33% | 加仓 |
 苹果AAPL |
| 0.3% | 0.32% | $45.2万 | 1,562股 | $39.7万 | 1,562股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.29% | 0.31% | $43.4万 | 1,788股 | $38.8万 | 1,788股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.27% | 0.31% | $40.4万 | 1.3万股 | $39.1万 | 1.3万股 | 00.00% | 持仓不变 |
