| IiShares安硕信托IVV |
| 27.66% | 28.04% | $3,376.8万 | 4.5万股 | $2,932.9万 | 4.5万股 | +191股+0.43% | 加仓 |
| V先锋领航指数基金VOO |
| 18.71% | 19.59% | $2,284.1万 | 3.3万股 | $2,049.1万 | 3.4万股 | -1,035股-3.02% | 减仓 |
| S嘉信策略信托SCHC |
| 14.33% | 15.17% | $1,749.9万 | 33.2万股 | $1,586.7万 | 32.4万股 | +7,401股+2.28% | 加仓 |
| V先锋领航·FTSEVEA |
| 7.61% | 7.53% | $929.1万 | 13.0万股 | $787.9万 | 12.3万股 | +7,442股+6.05% | 加仓 |
| I景顺·S&PSPHQ |
| 4.65% | 4.34% | $568.0万 | 6.3万股 | $454.0万 | 6.0万股 | +2,667股+4.42% | 加仓 |
| IiShares安硕·COREIJR |
| 4.38% | 3.17% | $535.3万 | 3.6万股 | $331.3万 | 2.7万股 | +9,448股+35.45% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.71% | 2.61% | $330.6万 | 1.1万股 | $272.9万 | 1.1万股 | -2股-0.02% | 减仓 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 2.55% | 1.97% | $311.2万 | 1.8万股 | $206.2万 | 1.4万股 | +4,068股+28.61% | 加仓 |
| IiShares安硕信托AGG |
| 2.54% | 3.17% | $310.2万 | 3.1万股 | $331.3万 | 3.3万股 | -2,037股-6.10% | 减仓 |
| V先锋领航指数基金VB |
| 1.29% | 1.18% | $157.8万 | 5,205股 | $123.7万 | 4,724股 | +481股+10.18% | 加仓 |
| C资本集团固定收益ETF信托BANFP |
| 1.06% | 1.15% | $129.6万 | 4.9万股 | $120.4万 | 4.6万股 | +3,290股+7.18% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.99% | 3.3% | $120.3万 | 2.3万股 | $345.7万 | 6.6万股 | -4.3万股-65.11% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.98% | 1% | $120.1万 | 2,933股 | $104.7万 | 2,935股 | -2股-0.07% | 减仓 |
| V先锋领航·TOTALBND |
| 0.88% | 0.58% | $106.9万 | 1.5万股 | $60.4万 | 8,207股 | +6,354股+77.42% | 加仓 |
 微软MSFT |
| 0.84% | 1.02% | $102.1万 | 2,737股 | $106.3万 | 2,873股 | -136股-4.73% | 减仓 |
| IiShares安硕信托ITOT |
| 0.78% | 0.45% | $95.4万 | 5,806股 | $47.0万 | 3,322股 | +2,484股+74.77% | 加仓 |
| V先锋领航市政债券基金VCRM |
| 0.56% | — | $68.4万 | 8,953股 | $0 | 0股 | +8,953股 | 新买入 |
 英伟达NVDA |
| 0.56% | 0.56% | $67.9万 | 3,395股 | $58.7万 | 3,364股 | +31股+0.92% | 加仓 |
| V先锋领航指数基金VTV |
| 0.5% | 0.52% | $61.1万 | 2,802股 | $54.7万 | 2,789股 | +13股+0.47% | 加仓 |
| SSPDR道富系列信托HYMB |
| 0.49% | 0.45% | $60.0万 | 2.4万股 | $46.7万 | 1.9万股 | +4,779股+25.39% | 加仓 |
| V先锋领航·MIDVO |
| 0.48% | — | $58.3万 | 7,239股 | $0 | 0股 | +7,239股 | 新买入 |
| IiShares安硕信托ITOT |
| 0.45% | — | $54.5万 | 3,332股 | $0 | 0股 | +3,332股 | 新买入 |
| V先锋领航斯科茨代尔基金VONG |
| 0.43% | 0.43% | $52.8万 | 4,133股 | $45.3万 | 4,127股 | +6股+0.15% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.41% | 0.45% | $50.2万 | 2,124股 | $46.7万 | 2,172股 | -48股-2.21% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.4% | 0.57% | $48.5万 | 970股 | $59.2万 | 1,235股 | -265股-21.46% | 减仓 |
| V先锋领航指数基金VUG |
| 0.37% | 0.36% | $44.7万 | 5,195股 | $37.8万 | 865股 | +4,330股+500.58% | 加仓 |
| IiShares安硕信托GVI |
| 0.35% | — | $42.5万 | 3,952股 | $0 | 0股 | +3,952股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.31% | 0.31% | $37.8万 | 506股 | $32.8万 | 505股 | +1股+0.20% | 加仓 |
| I景顺·S&PIDMO |
| 0.31% | 0.31% | $37.4万 | 6,201股 | $32.1万 | 5,851股 | +350股+5.98% | 加仓 |
| I景顺交易所交易基金信托XSMO |
| 0.3% | — | $36.3万 | 3,882股 | $0 | 0股 | +3,882股 | 新买入 |
| V先锋领航全球基金VGT |
| 0.27% | — | $33.3万 | 2,786股 | $0 | 0股 | +2,786股 | 新买入 |
| G通用动力VTI |
| 0.26% | 0.27% | $32.0万 | 864股 | $27.7万 | 864股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.24% | 0.25% | $29.8万 | 1,031股 | $26.2万 | 1,031股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.23% | — | $27.5万 | 5,447股 | $0 | 0股 | +5,447股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.22% | 0.21% | $26.5万 | 751股 | $21.5万 | 751股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.21% | 0.25% | $25.6万 | 1,073股 | $25.7万 | 1,232股 | -159股-12.91% | 减仓 |
| I景顺QQQ信托VOO |
| 0.19% | — | $22.7万 | 309股 | $0 | 0股 | +309股 | 新买入 |
 谷歌AGOOGL |
| 0.19% | — | $22.6万 | 633股 | $0 | 0股 | +633股 | 新买入 |
| IiShares安硕信托IEFA |
| 0.18% | — | $21.8万 | 2,260股 | $0 | 0股 | +2,260股 | 新买入 |
 VanEck ETF信托SMH |
| 0.17% | — | $20.2万 | 309股 | $0 | 0股 | +309股 | 新买入 |
