| V先锋领航指数基金VOO |
| 21.56% | 19.8% | $5,622.3万 | 8.2万股 | $4,397.0万 | 7.4万股 | +8,278股+11.25% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 4.97% | 4.49% | $1,296.3万 | 38.3万股 | $997.6万 | 34.2万股 | +4.1万股+11.86% | 加仓 |
| V先锋领航指数基金VTV |
| 4.44% | 4.35% | $1,158.5万 | 5.3万股 | $966.5万 | 4.9万股 | +3,896股+7.91% | 加仓 |
| F富达Covington信托FENI |
| 3.45% | 3.39% | $898.6万 | 22.4万股 | $752.8万 | 20.2万股 | +2.2万股+10.64% | 加仓 |
| F富达Covington信托FSMD |
| 3.34% | 3.03% | $871.9万 | 16.5万股 | $672.5万 | 15.0万股 | +1.5万股+9.70% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 2.67% | 2.42% | $695.5万 | 8.6万股 | $537.0万 | 7.9万股 | +7,160股+9.10% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 2.6% | 2.57% | $676.8万 | 15.7万股 | $570.1万 | 14.5万股 | +1.2万股+8.50% | 加仓 |
| C资本集团股息价值CCBG |
| 2.56% | 2.38% | $668.9万 | 13.6万股 | $528.3万 | 12.4万股 | +1.2万股+9.30% | 加仓 |
| AAvantis·U SAVUV |
| 2.52% | 2.49% | $657.0万 | 5.3万股 | $552.7万 | 5.0万股 | +2,628股+5.25% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 2.5% | 2.4% | $651.7万 | 21.0万股 | $533.7万 | 19.2万股 | +1.8万股+9.34% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.11% | 2.19% | $549.7万 | 7.7万股 | $485.1万 | 7.6万股 | +1,435股+1.90% | 加仓 |
| GGlobal X基金AUSF |
| 2.1% | 2.18% | $546.7万 | 11.2万股 | $484.8万 | 10.0万股 | +1.2万股+11.59% | 加仓 |
 微软MSFT |
| 2.08% | 2.48% | $542.5万 | 1.5万股 | $551.7万 | 1.5万股 | -360股-2.42% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.07% | 2.2% | $538.8万 | 2.3万股 | $488.9万 | 2.3万股 | +41股+0.18% | 加仓 |
| C资本集团成长ETFCGGR |
| 1.98% | 1.75% | $516.9万 | 11.0万股 | $388.4万 | 9.7万股 | +1.3万股+13.32% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.77% | 1.49% | $460.7万 | 4.5万股 | $330.5万 | 4.2万股 | +3,021股+7.19% | 加仓 |
| V先锋领航指数基金VOT |
| 1.69% | 1.5% | $441.8万 | 1.4万股 | $332.3万 | 1.3万股 | +1,512股+11.71% | 加仓 |
| V先锋领航指数基金VBK |
| 1.68% | 1.48% | $438.9万 | 1.2万股 | $329.4万 | 1.1万股 | +1,103股+10.12% | 加仓 |
| SSPDR道富系列信托SDY |
| 1.66% | 1.89% | $433.2万 | 2.8万股 | $419.2万 | 2.9万股 | -256股-0.89% | 减仓 |
| EETF系列解决方案QTUM |
| 1.33% | 0.91% | $345.9万 | 2.1万股 | $201.5万 | 1.9万股 | +2,140股+11.40% | 加仓 |
| S嘉信策略信托SCHD |
| 1.31% | 1.51% | $341.9万 | 10.8万股 | $334.9万 | 10.9万股 | -1,325股-1.21% | 减仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 1.28% | 1.29% | $333.7万 | 6.9万股 | $285.4万 | 6.2万股 | +7,163股+11.63% | 加仓 |
| GGlobal X基金AIQ |
| 1.25% | 0.93% | $327.0万 | 5.0万股 | $206.5万 | 4.4万股 | +5,600股+12.66% | 加仓 |
 苹果AAPL |
| 1.24% | 1.26% | $322.6万 | 1.1万股 | $279.9万 | 1.1万股 | +122股+1.11% | 加仓 |
| F第一信托·USTCIBR |
| 1.14% | 0.82% | $298.5万 | 3.3万股 | $182.3万 | 2.9万股 | +4,140股+14.24% | 加仓 |
| AARK·ETF TRARKK |
| 1.06% | 0.89% | $276.2万 | 3.4万股 | $196.7万 | 2.9万股 | +5,065股+17.40% | 加仓 |
| SSPDR黄金信托GLD |
| 1.02% | 1.29% | $266.2万 | 7,226股 | $287.3万 | 6,678股 | +548股+8.21% | 加仓 |
| V先锋领航·FSTEVWO |
| 1% | 1% | $260.3万 | 4.4万股 | $222.1万 | 4.1万股 | +2,514股+6.12% | 加仓 |
| V先锋领航指数基金VUG |
| 0.87% | 0.83% | $227.9万 | 2.6万股 | $185.2万 | 4,240股 | +2.2万股+524.10% | 加仓 |
| SSPDR行业精选信托XLU |
| 0.85% | 0.9% | $222.0万 | 4.9万股 | $199.3万 | 4.3万股 | +5,537股+12.75% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.68% | 0.41% | $176.8万 | 3.4万股 | $90.0万 | 1.7万股 | +1.6万股+94.89% | 加仓 |
| GGlobal X·S&P 500 CATHOLIC VALUES CUSTOM ETFCATH |
| 0.68% | 0.69% | $176.1万 | 2.0万股 | $154.0万 | 2.0万股 | +200股+1.02% | 加仓 |
| S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY |
| 0.67% | 0.82% | $174.6万 | 5.5万股 | $182.9万 | 5.8万股 | -2,772股-4.80% | 减仓 |
| GGlobal X基金ASEA |
| 0.63% | 0.64% | $164.0万 | 8.4万股 | $141.9万 | 7.3万股 | +1.1万股+14.47% | 加仓 |
 卡特彼勒CAT |
| 0.59% | 0.47% | $154.7万 | 1,453股 | $104.6万 | 1,476股 | -23股-1.56% | 减仓 |
| IiShares安硕EWZ |
| 0.57% | 0.63% | $149.2万 | 4.3万股 | $140.2万 | 3.7万股 | +6,736股+18.45% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.55% | 0.57% | $143.2万 | 1.7万股 | $125.9万 | 1.6万股 | +421股+2.58% | 加仓 |
| IiShares安硕信托GVI |
| 0.53% | 0.9% | $138.4万 | 1.3万股 | $199.2万 | 1.9万股 | -5,700股-30.48% | 减仓 |
| V先锋领航·MIDVO |
| 0.51% | 0.51% | $132.6万 | 1.6万股 | $114.1万 | 3,974股 | +1.2万股+314.19% | 加仓 |
 摩根大通JPM |
| 0.46% | 0.44% | $119.7万 | 3,658股 | $98.2万 | 3,340股 | +318股+9.52% | 加仓 |
| PPGIM ULTRAPULS |
| 0.44% | 0.34% | $115.8万 | 2.3万股 | $75.4万 | 1.5万股 | +8,138股+53.43% | 加仓 |
 谷歌AGOOGL |
| 0.44% | 0.43% | $115.6万 | 3,236股 | $96.1万 | 3,341股 | -105股-3.14% | 减仓 |
 英伟达NVDA |
| 0.39% | 0.43% | $100.5万 | 5,025股 | $95.4万 | 5,472股 | -447股-8.17% | 减仓 |
 埃克森美孚XOM |
| 0.31% | 0.45% | $79.8万 | 5,836股 | $100.5万 | 5,926股 | -90股-1.52% | 减仓 |
| IiShares安硕信托IVV |
| 0.3% | 0.31% | $78.3万 | 1,045股 | $68.3万 | 1,045股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.28% | 0.28% | $73.3万 | 3,074股 | $61.2万 | 2,939股 | +135股+4.59% | 加仓 |
 博通AVGO |
| 0.28% | 0.29% | $72.4万 | 1,916股 | $64.7万 | 2,091股 | -175股-8.37% | 减仓 |
 强生JNJ |
| 0.28% | 0.32% | $72.3万 | 2,845股 | $70.5万 | 2,885股 | -40股-1.39% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.27% | 0.21% | $70.5万 | 1.4万股 | $46.3万 | 9,284股 | +4,650股+50.09% | 加仓 |
| V先锋领航指数基金VB |
| 0.25% | 0.25% | $65.1万 | 2,148股 | $54.7万 | 2,087股 | +61股+2.92% | 加仓 |
