| V先锋领航指数基金VOO |
| 18.45% | 18.67% | $1,752.9万 | 2.6万股 | $1,511.7万 | 2.5万股 | +223股+0.88% | 加仓 |
| I景顺QQQ信托VOO |
| 15.63% | 13.97% | $1,484.6万 | 2.0万股 | $1,131.7万 | 2.0万股 | +554股+2.83% | 加仓 |
| SSPDR标普500 ETFSPY |
| 11.66% | 11.56% | $1,107.5万 | 1.5万股 | $936.2万 | 1.4万股 | +434股+3.01% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 11.26% | 11.41% | $1,069.9万 | 2.6万股 | $924.3万 | 2.6万股 | +207股+0.80% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 10.5% | 11.31% | $997.8万 | 4.2万股 | $915.7万 | 4.3万股 | -408股-0.96% | 减仓 |
| IiShares安硕信托IVW |
| 7.88% | 7.37% | $748.4万 | 5.4万股 | $597.2万 | 5.3万股 | +1,616股+3.06% | 加仓 |
| IiShares安硕信托ITOT |
| 4.95% | 4.88% | $470.2万 | 2.9万股 | $395.4万 | 2.8万股 | +860股+3.10% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 3.42% | 3.45% | $324.6万 | 2.6万股 | $279.7万 | 6,560股 | +2.0万股+298.49% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 2.59% | 2.65% | $246.0万 | 7,262股 | $214.3万 | 7,262股 | 00.00% | 持仓不变 |
 微软MSFT |
| 2.4% | 2.81% | $228.4万 | 6,124股 | $227.6万 | 6,149股 | -25股-0.41% | 减仓 |
 亚马逊AMZN |
| 1.66% | 1.7% | $157.4万 | 6,606股 | $137.6万 | 6,606股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 1.45% | 1.38% | $137.8万 | 3,900股 | $111.9万 | 3,900股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 1.43% | 1.42% | $135.9万 | 1.6万股 | $114.8万 | 2,629股 | +1.3万股+500.00% | 加仓 |
 英伟达NVDA |
| 1.28% | 1.31% | $121.7万 | 6,080股 | $106.0万 | 6,080股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.13% | 1.17% | $107.8万 | 3,724股 | $94.5万 | 3,724股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.68% | 0.77% | $64.8万 | 1,295股 | $62.1万 | 1,295股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.55% | 0.41% | $52.1万 | 1,407股 | $32.9万 | 1,027股 | +380股+37.00% | 加仓 |
 伊顿ETN |
| 0.53% | 1.03% | $50.1万 | 1,176股 | $83.3万 | 2,328股 | -1,152股-49.48% | 减仓 |
| IiShares安硕信托PFF |
| 0.49% | 0.58% | $46.8万 | 1.5万股 | $46.7万 | 1.5万股 | -30股-0.19% | 减仓 |
 强生JNJ |
| 0.39% | 0.26% | $37.2万 | 1,463股 | $21.1万 | 865股 | +598股+69.13% | 加仓 |
 艾伯维ABBV |
| 0.34% | 0.35% | $32.4万 | 1,287股 | $28.0万 | 1,287股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.31% | 0.3% | $29.1万 | 769股 | $24.1万 | 777股 | -8股-1.03% | 减仓 |
 家得宝HD |
| 0.28% | 0.31% | $26.7万 | 757股 | $24.9万 | 757股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.28% | 0.34% | $26.4万 | 3,003股 | $27.9万 | 3,003股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.25% | 0.29% | $23.8万 | 1,623股 | $23.4万 | 1,623股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.22% | — | $20.7万 | 580股 | $0 | 0股 | +580股 | 新买入 |
