| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 7.45% | 7.51% | $1,140.3万 | 32.8万股 | $983.9万 | 32.3万股 | +4,968股+1.54% | 加仓 |
| S嘉信·USSCHX |
| 7.18% | 7.29% | $1,098.4万 | 37.3万股 | $954.1万 | 37.2万股 | +1,097股+0.29% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 7.03% | 7% | $1,074.5万 | 31.8万股 | $916.1万 | 31.4万股 | +3,038股+0.97% | 加仓 |
| V先锋领航指数基金VOO |
| 6.28% | 5.76% | $960.1万 | 1.3万股 | $753.7万 | 1.3万股 | -20股-0.15% | 减仓 |
| V先锋领航指数基金VUG |
| 2.76% | 2.68% | $421.6万 | 4.9万股 | $351.3万 | 8,043股 | +4.1万股+508.59% | 加仓 |
 苹果AAPL |
| 2.74% | 2.8% | $418.6万 | 1.4万股 | $366.7万 | 1.4万股 | +19股+0.13% | 加仓 |
| V先锋领航指数基金VV |
| 2.68% | 2.73% | $410.2万 | 1.2万股 | $357.9万 | 1.2万股 | -48股-0.40% | 减仓 |
| IiShares安硕·COREIJH |
| 2.62% | 2.7% | $401.0万 | 5.2万股 | $353.8万 | 5.2万股 | -393股-0.75% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 2.29% | 2.36% | $350.7万 | 4.0万股 | $309.0万 | 3.7万股 | +2,127股+5.67% | 加仓 |
| IiShares安硕·COREIJR |
| 2.15% | 2.11% | $328.6万 | 2.2万股 | $276.4万 | 2.2万股 | -81股-0.36% | 减仓 |
| IiShares安硕信托IWS |
| 2% | 2.08% | $306.2万 | 1.9万股 | $273.0万 | 1.9万股 | -131股-0.70% | 减仓 |
 英伟达NVDA |
| 2% | 2.04% | $305.4万 | 1.5万股 | $267.6万 | 1.5万股 | -81股-0.53% | 减仓 |
| IiShares安硕信托HDV |
| 1.88% | 1.96% | $287.6万 | 10.5万股 | $257.1万 | 1.9万股 | +8.6万股+453.79% | 加仓 |
| B贝莱德ETF信托DYNF |
| 1.84% | 1.73% | $281.5万 | 4.1万股 | $226.5万 | 3.9万股 | +2,455股+6.31% | 加仓 |
| S嘉信策略信托SCHD |
| 1.84% | 1.86% | $280.8万 | 8.9万股 | $243.4万 | 7.9万股 | +9,225股+11.63% | 加仓 |
| S嘉信策略信托SCHM |
| 1.82% | 1.6% | $278.7万 | 7.6万股 | $209.0万 | 6.8万股 | +8,078股+11.97% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.77% | 1.8% | $271.3万 | 2.0万股 | $236.0万 | 2.0万股 | -70股-0.35% | 减仓 |
| V先锋领航指数基金VTV |
| 1.76% | 1.93% | $268.7万 | 1.2万股 | $252.2万 | 1.3万股 | -525股-4.08% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 1.7% | 1.62% | $260.0万 | 1.5万股 | $212.5万 | 1.5万股 | -121股-0.82% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.51% | 1.06% | $231.5万 | 4.6万股 | $138.9万 | 2.8万股 | +1.8万股+65.72% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.51% | 1.37% | $231.4万 | 1.5万股 | $179.7万 | 1.2万股 | +2,510股+20.69% | 加仓 |
| S道富MDYG |
| 1.45% | 1.46% | $221.8万 | 2.0万股 | $191.1万 | 2.0万股 | -125股-0.63% | 减仓 |
| S嘉信·USSCHA |
| 1.39% | 1.2% | $212.3万 | 5.9万股 | $156.9万 | 5.4万股 | +4,790股+8.88% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.37% | 2.77% | $210.2万 | 3.6万股 | $363.1万 | 6.1万股 | -2.5万股-41.54% | 减仓 |
| V先锋领航指数基金VB |
| 1.35% | 1.34% | $205.9万 | 6,793股 | $175.2万 | 6,691股 | +102股+1.52% | 加仓 |
| S道富MDYV |
| 1.33% | 1.44% | $203.9万 | 2.1万股 | $188.3万 | 2.2万股 | -620股-2.80% | 减仓 |
 微软MSFT |
| 1.26% | 1.46% | $192.9万 | 5,171股 | $191.5万 | 5,173股 | -2股-0.04% | 减仓 |
| BBANK OF AMERBAC |
| 1.26% | 1.26% | $192.4万 | 3.4万股 | $164.5万 | 3.4万股 | +12股+0.04% | 加仓 |
| V先锋领航指数基金VOT |
| 1.23% | 1.11% | $187.8万 | 6,130股 | $145.9万 | 5,669股 | +461股+8.13% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.21% | 1.24% | $185.8万 | 1.3万股 | $162.1万 | 1.3万股 | +42股+0.33% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.08% | 1.1% | $165.8万 | 6,825股 | $144.2万 | 6,639股 | +186股+2.80% | 加仓 |
| IiShares安硕信托IVV |
| 1.06% | 1.09% | $162.8万 | 2,174股 | $142.5万 | 2,182股 | -8股-0.37% | 减仓 |
| V先锋领航全球基金VGT |
| 1.06% | 0.9% | $162.4万 | 1.4万股 | $118.2万 | 1,695股 | +1.2万股+701.65% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.06% | 1.02% | $161.9万 | 6,841股 | $133.0万 | 6,183股 | +658股+10.64% | 加仓 |
| S道富SLYG |
| 1.05% | 0.96% | $160.9万 | 1.4万股 | $125.5万 | 1.3万股 | +515股+3.96% | 加仓 |
| IiShares安硕信托IQLT |
| 1.05% | 1.09% | $160.6万 | 3.2万股 | $142.9万 | 3.1万股 | +1,507股+4.88% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.05% | 0.97% | $160.4万 | 4,540股 | $127.6万 | 4,447股 | +93股+2.09% | 加仓 |
| V先锋领航指数基金VBK |
| 0.98% | 0.85% | $150.6万 | 4,117股 | $111.7万 | 3,696股 | +421股+11.39% | 加仓 |
| V先锋领航·MIDVO |
| 0.94% | 1.03% | $144.4万 | 1.8万股 | $135.5万 | 4,719股 | +1.3万股+279.76% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.9% | 0.94% | $137.7万 | 1.6万股 | $123.0万 | 3,347股 | +1.2万股+368.00% | 加仓 |
 摩根大通JPM |
| 0.89% | 0.92% | $136.8万 | 4,180股 | $120.6万 | 4,100股 | +80股+1.95% | 加仓 |
 亚马逊AMZN |
| 0.82% | 0.83% | $125.2万 | 5,254股 | $109.2万 | 5,242股 | +12股+0.23% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.76% | 0.75% | $116.7万 | 1.1万股 | $98.0万 | 1.0万股 | +339股+3.27% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.76% | 0.75% | $115.9万 | 1.6万股 | $98.4万 | 1.5万股 | +910股+5.93% | 加仓 |
 谷歌AGOOGL |
| 0.6% | 0.57% | $92.4万 | 2,584股 | $74.9万 | 2,606股 | -22股-0.84% | 减仓 |
| TTOLL BROTHERSTOL |
| 0.57% | 0.55% | $87.2万 | 5,294股 | $72.1万 | 5,284股 | +10股+0.19% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.47% | 0.51% | $72.6万 | 3,198股 | $67.3万 | 3,188股 | +10股+0.31% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.46% | 0.39% | $71.1万 | 3,596股 | $51.0万 | 2,767股 | +829股+29.96% | 加仓 |
| IiShares安硕信托MTUM |
| 0.46% | 0.33% | $70.9万 | 2,068股 | $43.3万 | 1,803股 | +265股+14.70% | 加仓 |
 好市多COST |
| 0.42% | 0.53% | $65.0万 | 695股 | $69.3万 | 695股 | 00.00% | 持仓不变 |
