| V先锋领航指数基金VOO |
| 9.4% | 9.01% | $2,864.0万 | 4.2万股 | $2,320.2万 | 3.9万股 | +2,871股+7.39% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 8.27% | 7.96% | $2,519.3万 | 11.8万股 | $2,049.6万 | 10.7万股 | +1.2万股+10.87% | 加仓 |
| IIshares Trust MSCI ACWI EXUS ETFHAWX |
| 7.65% | 8.78% | $2,329.7万 | 50.1万股 | $2,261.1万 | 55.3万股 | -5.2万股-9.40% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 6.33% | 5.68% | $1,926.6万 | 6.4万股 | $1,462.9万 | 6.2万股 | +2,025股+3.29% | 加仓 |
| IiShares安硕·COREIJH |
| 6.03% | 5.57% | $1,837.7万 | 23.8万股 | $1,433.9万 | 21.2万股 | +2.6万股+12.24% | 加仓 |
| S道富SPSM |
| 5.69% | 4.94% | $1,732.2万 | 30.0万股 | $1,273.2万 | 26.3万股 | +3.7万股+13.99% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.15% | 3.72% | $1,569.1万 | 22.0万股 | $959.6万 | 15.0万股 | +7.0万股+47.06% | 加仓 |
| PProShares信托NOBL |
| 5.09% | 4.82% | $1,549.6万 | 27.6万股 | $1,240.7万 | 11.7万股 | +15.9万股+135.75% | 加仓 |
 英伟达NVDA |
| 4.29% | 4.4% | $1,306.5万 | 6.5万股 | $1,132.8万 | 6.5万股 | +336股+0.52% | 加仓 |
| G通用动力VTI |
| 3.11% | 3.63% | $948.4万 | 2.6万股 | $935.5万 | 2.9万股 | -3,528股-12.10% | 减仓 |
 宝洁PG |
| 2.72% | 3.16% | $827.0万 | 5.6万股 | $815.1万 | 5.6万股 | -30股-0.05% | 减仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 2.28% | 2.21% | $695.6万 | 37.4万股 | $569.6万 | 30.5万股 | +6.9万股+22.66% | 加仓 |
| I景顺自营指数基金BSCS |
| 2.24% | 2.19% | $682.8万 | 33.5万股 | $564.0万 | 27.6万股 | +5.9万股+21.41% | 加仓 |
| I景顺自营指数基金BSCR |
| 2.18% | 2.14% | $664.3万 | 33.9万股 | $551.9万 | 28.1万股 | +5.7万股+20.44% | 加仓 |
| S道富SPYM |
| 2.05% | 2.16% | $624.6万 | 7.1万股 | $556.4万 | 7.3万股 | -1,631股-2.24% | 减仓 |
| I景顺自营指数基金BSCQ |
| 1.95% | 2.34% | $593.4万 | 30.4万股 | $602.9万 | 30.9万股 | -4,801股-1.56% | 减仓 |
| I景顺自营指数基金BSCU |
| 1.87% | 1.86% | $568.9万 | 34.2万股 | $478.4万 | 28.6万股 | +5.6万股+19.44% | 加仓 |
| I景顺自营指数基金BSCV |
| 1.34% | 1.37% | $408.6万 | 24.9万股 | $352.6万 | 21.4万股 | +3.5万股+16.41% | 加仓 |
| IIBMIBM |
| 1.26% | 1.29% | $384.0万 | 1.4万股 | $332.1万 | 1.4万股 | -44股-0.32% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.25% | 0.86% | $381.8万 | 6.4万股 | $220.3万 | 4.1万股 | +2.3万股+56.93% | 加仓 |
| I景顺QQQ信托VOO |
| 1.14% | 1.07% | $345.9万 | 4,697股 | $276.4万 | 4,789股 | -92股-1.92% | 减仓 |
 特斯拉TSLA |
| 1.1% | 1.06% | $334.5万 | 8,354股 | $273.2万 | 7,771股 | +583股+7.50% | 加仓 |
| I景顺自营指数基金BSCW |
| 1.1% | 1.15% | $333.7万 | 16.3万股 | $296.9万 | 14.4万股 | +1.9万股+12.84% | 加仓 |
| IINVESCO BULLETSHARES 2035 CORPORATE BOND ETFBSCZ |
| 1.08% | 1.17% | $329.1万 | 16.1万股 | $300.9万 | 14.7万股 | +1.4万股+9.62% | 加仓 |
| S道富SPMD |
| 1.03% | 1.07% | $314.9万 | 4.7万股 | $276.0万 | 4.7万股 | +13股+0.03% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.01% | 1.22% | $307.5万 | 3.6万股 | $313.1万 | 4.1万股 | -4,630股-11.40% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.91% | 0.94% | $276.1万 | 8,151股 | $241.2万 | 8,172股 | -21股-0.26% | 减仓 |
| I景顺自营指数基金BSCX |
| 0.87% | 0.93% | $266.0万 | 12.6万股 | $240.3万 | 11.4万股 | +1.3万股+11.20% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.86% | 0.92% | $262.1万 | 3.1万股 | $236.2万 | 3.1万股 | -160股-0.51% | 减仓 |
| I景顺自营指数基金BSCY |
| 0.83% | 0.93% | $254.2万 | 12.3万股 | $238.6万 | 11.5万股 | +7,732股+6.71% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.78% | 1.02% | $237.5万 | 4.7万股 | $262.0万 | 5.7万股 | -1.0万股-17.86% | 减仓 |
 苹果AAPL |
| 0.63% | 0.69% | $190.7万 | 6,591股 | $177.6万 | 6,997股 | -406股-5.80% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.62% | 1.48% | $189.8万 | 1.2万股 | $381.9万 | 2.8万股 | -1.6万股-56.19% | 减仓 |
| S嘉信策略信托SCHD |
| 0.61% | 0.63% | $184.7万 | 5.8万股 | $161.6万 | 5.3万股 | +5,585股+10.60% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.58% | 0.62% | $178.0万 | 1.6万股 | $159.8万 | 1.6万股 | -300股-1.83% | 减仓 |
| IINVESCO S&P ULTRA DIVIDEND REVENUE ETFRDIV |
| 0.58% | 0.64% | $176.2万 | 3.0万股 | $163.8万 | 3.0万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.49% | 0.48% | $149.8万 | 4.1万股 | $123.1万 | 4.2万股 | -872股-2.06% | 减仓 |
 亚马逊AMZN |
| 0.46% | 0.48% | $140.3万 | 5,887股 | $124.9万 | 5,998股 | -111股-1.85% | 减仓 |
| F富达·COMWLTH TRONEQ |
| 0.42% | 0.42% | $128.0万 | 1.2万股 | $108.7万 | 1.3万股 | -402股-3.14% | 减仓 |
 微软MSFT |
| 0.31% | 0.37% | $95.6万 | 2,563股 | $96.4万 | 2,605股 | -42股-1.61% | 减仓 |
 埃克森美孚XOM |
| 0.3% | 0.45% | $92.7万 | 6,778股 | $115.0万 | 6,777股 | +1股+0.01% | 加仓 |
| V先锋领航指数基金VB |
| 0.3% | 0.31% | $92.1万 | 3,039股 | $79.6万 | 3,039股 | 00.00% | 持仓不变 |
| GGLACIER BANCORP NEWGBCI |
| 0.25% | 0.26% | $76.2万 | 1.5万股 | $66.0万 | 1.5万股 | 00.00% | 持仓不变 |
| S道富SPAB |
| 0.23% | 0.46% | $70.0万 | 2.7万股 | $118.4万 | 4.6万股 | -1.9万股-40.61% | 减仓 |
| V先锋领航指数基金VUG |
| 0.23% | 0.23% | $69.5万 | 8,064股 | $58.7万 | 1,344股 | +6,720股+500.00% | 加仓 |
| V先锋领航·TOTALBND |
| 0.19% | 0.24% | $58.6万 | 7,984股 | $60.9万 | 8,264股 | -280股-3.39% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.18% | 0.17% | $55.5万 | 2,347股 | $43.0万 | 1,999股 | +348股+17.41% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.17% | 0.2% | $52.6万 | 9,039股 | $52.2万 | 8,920股 | +119股+1.33% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.17% | 0.2% | $51.8万 | 6,560股 | $51.3万 | 6,472股 | +88股+1.36% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.17% | 0.2% | $51.4万 | 2.2万股 | $51.6万 | 2.2万股 | 00.00% | 持仓不变 |
