| V先锋领航指数基金VOO |
| 14.84% | 8.66% | $659.5万 | 9,602股 | $769.5万 | 1.3万股 | -3,275股-25.43% | 减仓 |
| G通用动力VTI |
| 13.36% | 6.15% | $593.9万 | 1.6万股 | $546.0万 | 1.7万股 | -971股-5.71% | 减仓 |
| IiShares安硕信托IVV |
| 7.96% | 4.87% | $353.6万 | 4,722股 | $432.6万 | 6,623股 | -1,901股-28.70% | 减仓 |
| V先锋领航·FTSEVEA |
| 5.83% | 4.74% | $259.1万 | 3.6万股 | $420.7万 | 6.6万股 | -2.9万股-44.62% | 减仓 |
 苹果AAPL |
| 5.25% | 3.35% | $233.3万 | 8,061股 | $297.3万 | 1.2万股 | -3,652股-31.18% | 减仓 |
 英伟达NVDA |
| 4.1% | 2.46% | $182.3万 | 9,111股 | $218.4万 | 1.3万股 | -3,412股-27.25% | 减仓 |
| I景顺QQQ信托VOO |
| 4.07% | 2.2% | $181.0万 | 2,458股 | $195.8万 | 3,392股 | -934股-27.54% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 3.47% | 1.74% | $154.1万 | 3.4万股 | $154.5万 | 3.4万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 3.23% | 1.4% | $143.5万 | 1.7万股 | $124.5万 | 2,850股 | +1.4万股+484.39% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.83% | 1.73% | $125.8万 | 1,685股 | $154.1万 | 2,369股 | -684股-28.87% | 减仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 2.26% | 1.09% | $100.2万 | 4,572股 | $96.8万 | 4,748股 | -176股-3.71% | 减仓 |
| IiShares安硕信托IUSB |
| 2% | 2.61% | $88.9万 | 1.9万股 | $231.5万 | 5.0万股 | -3.1万股-61.58% | 减仓 |
| V先锋领航指数基金VTV |
| 1.89% | 1.07% | $84.0万 | 3,856股 | $95.0万 | 4,841股 | -985股-20.35% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 1.77% | 0.79% | $78.6万 | 1,505股 | $70.3万 | 1,517股 | -12股-0.79% | 减仓 |
| V先锋领航指数基金VB |
| 1.58% | 1.05% | $70.4万 | 2,322股 | $93.3万 | 3,563股 | -1,241股-34.83% | 减仓 |
| V先锋领航·MIDVO |
| 1.54% | 0.94% | $68.2万 | 8,468股 | $83.8万 | 2,917股 | +5,551股+190.30% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.47% | 0.85% | $65.4万 | 7,656股 | $75.9万 | 9,844股 | -2,188股-22.23% | 减仓 |
| TTRUST FOR PROFESSIONAL MANAGAPUE |
| 1.46% | 0.67% | $65.0万 | 1.4万股 | $59.7万 | 1.5万股 | -832股-5.59% | 减仓 |
| TTRUST FOR PROFESSIONAL MANAGAPCB |
| 1.29% | 0.49% | $57.2万 | 1.9万股 | $43.2万 | 1.5万股 | +4,768股+32.48% | 加仓 |
| GGOLDMAN SACHS ETF TRUST CORE BD ETFGBND |
| 1.21% | — | $54.0万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| IiShares安硕信托GVI |
| 1.21% | 0.6% | $53.9万 | 5,011股 | $53.4万 | 5,030股 | -19股-0.38% | 减仓 |
| IiShares安硕信托IVW |
| 1.17% | 3.76% | $51.8万 | 3,769股 | $333.7万 | 3.0万股 | -2.6万股-87.23% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.14% | 0.53% | $50.8万 | 2,571股 | $47.4万 | 2,571股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 1.09% | 0.66% | $48.3万 | 6,575股 | $58.9万 | 8,004股 | -1,429股-17.85% | 减仓 |
 微软MSFT |
| 1.06% | 0.89% | $47.0万 | 1,260股 | $79.4万 | 2,145股 | -885股-41.26% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.05% | 0.49% | $46.5万 | 4,478股 | $43.5万 | 4,478股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 1.04% | 2.3% | $46.0万 | 5,910股 | $204.4万 | 2.6万股 | -2.0万股-77.33% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.99% | 2.53% | $43.8万 | 9,041股 | $224.7万 | 4.7万股 | -3.8万股-80.66% | 减仓 |
| IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM |
| 0.87% | 0.48% | $38.7万 | 7,761股 | $43.0万 | 9,073股 | -1,312股-14.46% | 减仓 |
 卡特彼勒CAT |
| 0.79% | 0.46% | $35.1万 | 330股 | $40.8万 | 576股 | -246股-42.71% | 减仓 |
| IiShares安硕信托AGG |
| 0.72% | 1.52% | $31.9万 | 3,220股 | $134.9万 | 1.4万股 | -1.0万股-76.30% | 减仓 |
 亚马逊AMZN |
| 0.71% | 0.52% | $31.5万 | 1,322股 | $45.9万 | 2,206股 | -884股-40.07% | 减仓 |
| V先锋领航指数基金VXF |
| 0.58% | 1.09% | $25.8万 | 1,046股 | $96.6万 | 4,695股 | -3,649股-77.72% | 减仓 |
| IiShares安硕信托IEFA |
| 0.58% | 1.17% | $25.7万 | 2,659股 | $103.5万 | 1.1万股 | -8,778股-76.75% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.57% | 0.28% | $25.3万 | 5,006股 | $24.8万 | 4,964股 | +42股+0.85% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.56% | 1.13% | $24.9万 | 609股 | $100.3万 | 2,814股 | -2,205股-78.36% | 减仓 |
 谷歌AGOOGL |
| 0.53% | 0.61% | $23.6万 | 660股 | $53.9万 | 1,874股 | -1,214股-64.78% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.52% | 0.25% | $23.3万 | 660股 | $21.8万 | 760股 | -100股-13.16% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.52% | 1.03% | $23.0万 | 4,920股 | $91.4万 | 1.9万股 | -1.5万股-74.73% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.51% | 1.02% | $22.9万 | 2,981股 | $90.7万 | 1.2万股 | -8,772股-74.64% | 减仓 |
| IiShares安硕信托LMUB |
| 0.51% | 0.25% | $22.4万 | 4,382股 | $21.9万 | 4,382股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.49% | 1.57% | $21.6万 | 3,626股 | $139.2万 | 2.6万股 | -2.2万股-85.92% | 减仓 |
 迪尔DE |
| 0.47% | 0.23% | $20.9万 | 330股 | $20.8万 | 370股 | -40股-10.81% | 减仓 |
| IiShares安硕信托ITOT |
| 0.46% | 0.41% | $20.6万 | 1,251股 | $36.2万 | 2,540股 | -1,289股-50.75% | 减仓 |
 相干公司COHR |
| 0.45% | — | $20.1万 | 509股 | $0 | 0股 | +509股 | 新买入 |
