| V先锋领航指数基金VOO |
| 11.15% | 10.97% | $3,639.4万 | 5.3万股 | $3,194.2万 | 5.3万股 | -464股-0.87% | 减仓 |
| S道富SPYM |
| 10.69% | 10.39% | $3,488.3万 | 39.7万股 | $3,025.4万 | 39.5万股 | +1,667股+0.42% | 加仓 |
| V先锋领航STAR基金VXUS |
| 8.57% | 8.67% | $2,798.4万 | 32.7万股 | $2,524.2万 | 32.7万股 | -8股-0.00% | 减仓 |
| S道富SPAB |
| 5.27% | 5.92% | $1,720.0万 | 67.4万股 | $1,722.9万 | 67.2万股 | +1,480股+0.22% | 加仓 |
| SSPDR道富指数基金SPDW |
| 5.15% | 5.19% | $1,682.4万 | 33.4万股 | $1,510.7万 | 33.1万股 | +2,951股+0.89% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.8% | 3.1% | $914.0万 | 18.9万股 | $903.4万 | 18.8万股 | +729股+0.39% | 加仓 |
| SSPDR道富指数基金SPEM |
| 2.59% | 2.6% | $845.4万 | 16.3万股 | $756.4万 | 16.1万股 | +2,025股+1.26% | 加仓 |
| IiShares安硕信托IVV |
| 2.41% | 1.31% | $785.8万 | 1.0万股 | $381.4万 | 5,840股 | +4,654股+79.69% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.38% | 2.67% | $776.1万 | 10.0万股 | $776.7万 | 9.9万股 | +554股+0.56% | 加仓 |
| IiShares安硕信托IUSB |
| 1.98% | 1.53% | $645.5万 | 14.0万股 | $444.1万 | 9.6万股 | +4.4万股+45.49% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.63% | 1.59% | $532.5万 | 6.5万股 | $463.1万 | 6.5万股 | -320股-0.49% | 减仓 |
| V先锋领航指数基金VXF |
| 1.57% | 1.47% | $511.5万 | 2.1万股 | $427.4万 | 2.1万股 | +7股+0.03% | 加仓 |
| SSPDR道富系列信托TFI |
| 1.54% | 1.43% | $503.2万 | 11.0万股 | $415.1万 | 9.2万股 | +1.8万股+19.98% | 加仓 |
| IiShares安硕信托IVW |
| 1.5% | 1.37% | $490.5万 | 3.6万股 | $399.9万 | 3.5万股 | +306股+0.87% | 加仓 |
| SSPDR道富系列信托SPTL |
| 1.44% | 1.6% | $471.5万 | 18.0万股 | $466.8万 | 17.7万股 | +2,290股+1.29% | 加仓 |
| S道富SPSM |
| 1.18% | 1.1% | $384.8万 | 6.7万股 | $321.1万 | 6.6万股 | +280股+0.42% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 1.17% | 1.3% | $380.5万 | 8.1万股 | $379.6万 | 8.1万股 | +434股+0.54% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.16% | 1.3% | $377.1万 | 4.9万股 | $378.0万 | 4.9万股 | +194股+0.40% | 加仓 |
| S道富SPMD |
| 1.13% | 1.11% | $369.6万 | 5.5万股 | $321.8万 | 5.4万股 | +377股+0.69% | 加仓 |
| V先锋领航债券指数基金BLV |
| 1.13% | 1.25% | $368.1万 | 5.3万股 | $364.6万 | 5.3万股 | +381股+0.72% | 加仓 |
| C资本集团固定收益ETF信托CGHM |
| 1.11% | 1% | $362.7万 | 14.0万股 | $289.9万 | 11.4万股 | +2.6万股+22.57% | 加仓 |
| C资本集团固定收益ETF信托CGMU |
| 1.06% | 0.98% | $345.3万 | 12.6万股 | $285.7万 | 10.5万股 | +2.0万股+19.46% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.05% | 1.21% | $343.5万 | 1.5万股 | $351.7万 | 1.7万股 | -1,529股-9.18% | 减仓 |
| C资本集团股息价值CCBG |
| 0.92% | 0.76% | $300.8万 | 6.1万股 | $222.4万 | 5.2万股 | +8,774股+16.79% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.89% | 0.79% | $291.7万 | 4.3万股 | $230.8万 | 4.0万股 | +3,210股+8.09% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.86% | 0.91% | $281.9万 | 6,883股 | $264.5万 | 7,417股 | -534股-7.20% | 减仓 |
| SSTATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETFGWX |
| 0.82% | 0.87% | $267.0万 | 6.1万股 | $254.0万 | 6.0万股 | +879股+1.46% | 加仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 0.81% | 0.74% | $265.5万 | 6.0万股 | $215.7万 | 5.6万股 | +3,564股+6.35% | 加仓 |
| C资本集团全球股票CGGE |
| 0.78% | 0.68% | $256.2万 | 7.3万股 | $198.3万 | 6.5万股 | +7,687股+11.82% | 加仓 |
| SSPDR道富系列信托EMHC |
| 0.78% | 0.82% | $256.2万 | 10.1万股 | $240.0万 | 9.7万股 | +3,931股+4.06% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.73% | 0.54% | $238.5万 | 6,751股 | $157.8万 | 5,501股 | +1,250股+22.72% | 加仓 |
| SSPDR道富指数基金RWO |
| 0.72% | 0.73% | $234.2万 | 4.7万股 | $212.8万 | 4.6万股 | +612股+1.32% | 加仓 |
| SSPDR行业精选信托XLRE |
| 0.7% | 0.76% | $229.9万 | 5.7万股 | $220.0万 | 5.5万股 | +2,260股+4.12% | 加仓 |
| SSPDR道富系列信托CERY |
| 0.69% | 0.82% | $225.7万 | 6.8万股 | $237.8万 | 6.7万股 | +38股+0.06% | 加仓 |
| IiShares安硕IEMG |
| 0.69% | 0.88% | $224.7万 | 2.7万股 | $255.0万 | 3.7万股 | -9,433股-25.80% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.69% | 0.69% | $223.7万 | 5.0万股 | $201.0万 | 5.2万股 | -1,287股-2.49% | 减仓 |
| V先锋领航·TOTALBND |
| 0.66% | 0.75% | $215.7万 | 2.9万股 | $218.6万 | 3.0万股 | -299股-1.01% | 减仓 |
| G通用动力VTI |
| 0.66% | 0.64% | $214.7万 | 5,800股 | $186.6万 | 5,815股 | -15股-0.26% | 减仓 |
 英伟达NVDA |
| 0.65% | 0.67% | $213.1万 | 1.1万股 | $196.4万 | 1.1万股 | -614股-5.45% | 减仓 |
| IiShares安硕信托AGG |
| 0.62% | 0.7% | $202.7万 | 2.0万股 | $203.4万 | 2.0万股 | -11股-0.05% | 减仓 |
 苹果AAPL |
| 0.61% | 0.71% | $198.1万 | 6,848股 | $207.7万 | 8,183股 | -1,335股-16.31% | 减仓 |
| IiShares安硕信托IEFA |
| 0.58% | 0.61% | $190.4万 | 2.0万股 | $178.1万 | 2.0万股 | +38股+0.19% | 加仓 |
 iShares安硕·MBSACGL |
| 0.51% | 0.5% | $166.9万 | 1.8万股 | $145.8万 | 1.5万股 | +2,296股+14.95% | 加仓 |
| CCAPITAL DIVIDEND GROWECGDG |
| 0.51% | 0.42% | $165.2万 | 4.4万股 | $123.0万 | 3.4万股 | +9,787股+28.57% | 加仓 |
| IiShares安硕信托EFG |
| 0.49% | 0.44% | $159.9万 | 1.3万股 | $127.8万 | 1.1万股 | +1,374股+11.97% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.48% | 0.42% | $157.7万 | 3.0万股 | $121.7万 | 3.7万股 | -7,016股-19.00% | 减仓 |
| IiShares安硕信托GJS |
| 0.45% | 0.44% | $147.9万 | 6.5万股 | $129.5万 | 5.7万股 | +8,373股+14.81% | 加仓 |
 微软MSFT |
| 0.43% | 0.63% | $141.4万 | 3,791股 | $182.9万 | 4,941股 | -1,150股-23.27% | 减仓 |
| CCAPITAL GBL GROWTH EQTCGGR |
| 0.42% | 0.36% | $136.6万 | 3.2万股 | $106.2万 | 3.2万股 | +448股+1.41% | 加仓 |
| IiShares安硕信托MTUM |
| 0.41% | 0.4% | $133.2万 | 3,884股 | $117.6万 | 4,900股 | -1,016股-20.73% | 减仓 |
