| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 17.43% | 17.06% | $2,230.3万 | 65.9万股 | $1,943.1万 | 66.7万股 | -7,966股-1.19% | 减仓 |
| I景顺QQQ信托QQQ |
| 9.55% | 8.37% | $1,222.2万 | 1.7万股 | $953.9万 | 1.7万股 | +71股+0.43% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 9.13% | 8.97% | $1,168.2万 | 33.6万股 | $1,021.3万 | 33.5万股 | +749股+0.22% | 加仓 |
| V先锋领航指数基金VUG |
| 6.32% | 6.07% | $808.7万 | 9.4万股 | $691.7万 | 1.6万股 | +7.8万股+492.86% | 加仓 |
| S嘉信策略信托SCHM |
| 2.48% | 2.36% | $317.6万 | 8.6万股 | $269.2万 | 8.7万股 | -817股-0.94% | 减仓 |
| IiShares安硕信托IEI |
| 2.4% | 2.88% | $307.4万 | 2.6万股 | $328.5万 | 2.8万股 | -1,520股-5.49% | 减仓 |
| S嘉信·USSCHA |
| 2.17% | 1.95% | $278.3万 | 7.7万股 | $222.7万 | 7.7万股 | +461股+0.60% | 加仓 |
| IiShares安硕信托ITA |
| 2.17% | 2.27% | $277.6万 | 1.1万股 | $259.1万 | 1.2万股 | -396股-3.34% | 减仓 |
| V先锋领航·HEALTHVHT |
| 2.16% | 2.23% | $276.0万 | 9,232股 | $253.6万 | 9,311股 | -79股-0.85% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 2.13% | 2.44% | $273.1万 | 2.9万股 | $278.0万 | 2.9万股 | -251股-0.86% | 减仓 |
 苹果AAPL |
| 2.13% | 2.11% | $272.8万 | 9,427股 | $240.3万 | 9,469股 | -42股-0.44% | 减仓 |
| S嘉信策略信托SCHF |
| 2.12% | 2.15% | $271.5万 | 9.8万股 | $245.0万 | 9.9万股 | -970股-0.98% | 减仓 |
| V先锋领航全球基金VGT |
| 2.02% | 1.65% | $257.9万 | 2.2万股 | $188.2万 | 2,698股 | +1.9万股+699.85% | 加仓 |
| S道富XLI |
| 1.68% | 1.67% | $215.3万 | 1.2万股 | $190.3万 | 1.2万股 | -144股-1.22% | 减仓 |
| V先锋领航指数基金VTV |
| 1.65% | 1.68% | $211.2万 | 9,692股 | $191.3万 | 9,752股 | -60股-0.62% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.41% | 1.53% | $180.5万 | 7,627股 | $174.0万 | 8,091股 | -464股-5.73% | 减仓 |
| IiShares安硕信托DVY |
| 1.28% | 1.39% | $163.9万 | 1.0万股 | $158.9万 | 1.0万股 | -10股-0.10% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 1% | 0.98% | $127.3万 | 8,047股 | $111.9万 | 8,763股 | -716股-8.17% | 减仓 |
| S嘉信·USSCHX |
| 0.98% | 0.96% | $125.4万 | 4.3万股 | $109.1万 | 4.3万股 | +40股+0.09% | 加仓 |
| GGlobal X·S&P 500 CATHOLIC VALUES CUSTOM ETFCATH |
| 0.9% | 1.3% | $115.1万 | 1.3万股 | $147.7万 | 1.9万股 | -5,900股-31.22% | 减仓 |
 CENTRAL SECSCET |
| 0.9% | 1.03% | $114.9万 | 2.3万股 | $117.8万 | 2.3万股 | -422股-1.83% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.86% | 0.84% | $110.1万 | 1,474股 | $95.9万 | 1,474股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.86% | 0.87% | $110.0万 | 1.4万股 | $98.7万 | 3,437股 | +1.0万股+297.15% | 加仓 |
| IiShares安硕信托AGG |
| 0.83% | 0.96% | $106.4万 | 1.1万股 | $109.9万 | 1.1万股 | -324股-2.93% | 减仓 |
 英伟达NVDA |
| 0.82% | 0.8% | $105.1万 | 5,251股 | $90.7万 | 5,200股 | +51股+0.98% | 加仓 |
| IiShares安硕信托TLT |
| 0.81% | 0.89% | $104.3万 | 1.2万股 | $101.5万 | 1.2万股 | +354股+3.02% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.8% | 0.9% | $102.0万 | 1.2万股 | $102.6万 | 1.2万股 | -1股-0.01% | 减仓 |
| AAB ULTRA SHORT INCOME ETFYEAR |
| 0.79% | 0.89% | $101.0万 | 2.0万股 | $101.5万 | 2.0万股 | -46股-0.23% | 减仓 |
 沃尔玛WMT |
| 0.69% | 0.85% | $88.5万 | 7,812股 | $97.1万 | 7,812股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.66% | 0.65% | $85.0万 | 2,297股 | $73.7万 | 2,297股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.65% | 0.5% | $83.7万 | 6,740股 | $57.4万 | 1,345股 | +5,395股+401.12% | 加仓 |
 PALO ALTOPANW |
| 0.62% | 0.36% | $79.8万 | 2,340股 | $41.4万 | 2,580股 | -240股-9.30% | 减仓 |
| V先锋领航指数基金VB |
| 0.61% | 0.59% | $78.1万 | 2,576股 | $67.6万 | 2,581股 | -5股-0.19% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.61% | 0.53% | $77.8万 | 2,202股 | $60.6万 | 2,112股 | +90股+4.26% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.59% | 0.6% | $75.0万 | 4,144股 | $68.5万 | 4,144股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.54% | 0.58% | $69.5万 | 1,388股 | $66.5万 | 1,388股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.51% | 0.4% | $64.7万 | 3,394股 | $45.1万 | 3,394股 | 00.00% | 持仓不变 |
| AADVISORS INNER CIRCLE FDCAMX |
| 0.49% | 0.52% | $62.6万 | 1.8万股 | $59.4万 | 1.9万股 | -826股-4.31% | 减仓 |
 亚马逊AMZN |
| 0.47% | 0.47% | $59.6万 | 2,502股 | $53.2万 | 2,552股 | -50股-1.96% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.46% | 0.43% | $59.2万 | 7,170股 | $48.7万 | 1,195股 | +5,975股+500.00% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.46% | 0.45% | $59.1万 | 2.0万股 | $51.2万 | 2.0万股 | +7股+0.03% | 加仓 |
 可口可乐KO |
| 0.45% | 0.47% | $57.6万 | 7,087股 | $53.9万 | 7,087股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.44% | 0.47% | $56.3万 | 1,508股 | $53.5万 | 1,446股 | +62股+4.29% | 加仓 |
| S嘉信策略信托SCHE |
| 0.42% | 0.42% | $53.2万 | 1.5万股 | $48.2万 | 1.5万股 | +34股+0.23% | 加仓 |
 宝洁PG |
| 0.4% | 0.44% | $51.1万 | 3,486股 | $50.4万 | 3,486股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLP |
| 0.33% | 0.37% | $42.8万 | 5,154股 | $42.7万 | 5,207股 | -53股-1.02% | 减仓 |
 摩根大通JPM |
| 0.32% | 0.33% | $41.3万 | 1,262股 | $37.1万 | 1,262股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.32% | 0.34% | $40.9万 | 4,239股 | $38.4万 | 4,239股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.32% | 0.34% | $40.5万 | 1,597股 | $39.0万 | 1,597股 | 00.00% | 持仓不变 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.3% | 0.32% | $38.6万 | 1,411股 | $36.7万 | 1,553股 | -142股-9.14% | 减仓 |
