| G通用动力VTI |
| 19.69% | 21.54% | $2,040.4万 | 5.5万股 | $2,231.7万 | 7.0万股 | -1.4万股-20.74% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 18.18% | 16.67% | $1,883.3万 | 8.0万股 | $1,728.0万 | 8.0万股 | -757股-0.94% | 减仓 |
| V先锋领航白厅基金VYM |
| 16.61% | 16.81% | $1,721.1万 | 10.9万股 | $1,742.2万 | 11.8万股 | -8,730股-7.42% | 减仓 |
| IiShares安硕信托IVV |
| 9.17% | 8.11% | $950.5万 | 1.3万股 | $840.3万 | 1.3万股 | -172股-1.34% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 7.84% | 6.92% | $812.6万 | 16.1万股 | $717.3万 | 14.2万股 | +1.9万股+13.26% | 加仓 |
| V先锋领航·TOTALBND |
| 7.09% | 7.42% | $734.7万 | 10.0万股 | $769.1万 | 10.4万股 | -4,352股-4.17% | 减仓 |
| I景顺QQQ信托VOO |
| 3.65% | 3.07% | $378.3万 | 5,137股 | $318.2万 | 5,513股 | -376股-6.82% | 减仓 |
| V先锋领航指数基金VOO |
| 3.55% | 3.08% | $367.5万 | 5,351股 | $319.4万 | 5,345股 | +6股+0.11% | 加仓 |
| V先锋领航全球基金VPU |
| 3.3% | 3.64% | $341.7万 | 1.7万股 | $377.0万 | 1.9万股 | -1,568股-8.24% | 减仓 |
| IiShares安硕信托USMV |
| 3.19% | 3.35% | $330.0万 | 3.4万股 | $346.7万 | 3.7万股 | -3,169股-8.48% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.72% | 1.57% | $178.1万 | 7.4万股 | $162.4万 | 6.7万股 | +6,889股+10.30% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.47% | 2.73% | $152.0万 | 1.8万股 | $282.5万 | 3.7万股 | -1.9万股-51.46% | 减仓 |
| SSPDR道富系列信托SDY |
| 1.07% | 1.03% | $111.2万 | 7,310股 | $106.7万 | 7,310股 | 00.00% | 持仓不变 |
| IiShares安硕信托DVY |
| 0.95% | 0.92% | $98.4万 | 6,294股 | $95.3万 | 6,294股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.91% | 0.93% | $94.3万 | 9,781股 | $96.8万 | 1.1万股 | -1,133股-10.38% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.89% | 0.68% | $92.0万 | 3,037股 | $70.5万 | 2,969股 | +68股+2.29% | 加仓 |
 苹果AAPL |
| 0.38% | 0.32% | $39.2万 | 1,355股 | $33.6万 | 1,325股 | +30股+2.26% | 加仓 |
 摩根大通JPM |
| 0.35% | 0.31% | $36.1万 | 1,103股 | $32.4万 | 1,103股 | 00.00% | 持仓不变 |
