| V先锋领航·FTSEVEA |
| 6.49% | 6.33% | $2,075.4万 | 29.1万股 | $1,779.0万 | 27.8万股 | +1.4万股+4.92% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 5.38% | 5.27% | $1,719.9万 | 13.9万股 | $1,480.2万 | 3.5万股 | +10.4万股+299.01% | 加仓 |
| IiShares安硕信托IWD |
| 4.31% | 4.32% | $1,380.4万 | 5.7万股 | $1,213.2万 | 5.7万股 | +161股+0.28% | 加仓 |
 苹果AAPL |
| 3.21% | 3.19% | $1,026.3万 | 3.5万股 | $895.6万 | 3.5万股 | +180股+0.51% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.99% | 2.98% | $956.8万 | 16.0万股 | $838.0万 | 15.5万股 | +5,255股+3.39% | 加仓 |
 英伟达NVDA |
| 2.9% | 2.87% | $927.8万 | 4.6万股 | $806.7万 | 4.6万股 | +111股+0.24% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.51% | 2.58% | $804.0万 | 10.3万股 | $723.9万 | 9.2万股 | +1.1万股+11.78% | 加仓 |
| IiShares安硕信托IVW |
| 2.37% | 2.21% | $757.7万 | 5.5万股 | $622.1万 | 5.5万股 | +90股+0.16% | 加仓 |
 微软MSFT |
| 2.31% | 2.66% | $739.2万 | 2.0万股 | $748.5万 | 2.0万股 | -404股-2.00% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 2.22% | 2.24% | $711.6万 | 13.6万股 | $629.3万 | 12.0万股 | +1.6万股+13.39% | 加仓 |
 礼来LLY |
| 2.13% | 1.88% | $682.1万 | 5,687股 | $529.8万 | 5,760股 | -73股-1.27% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.11% | 2.33% | $673.5万 | 2.8万股 | $654.2万 | 3.0万股 | -1,955股-6.43% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 2.03% | 1.96% | $648.4万 | 4.4万股 | $552.1万 | 4.3万股 | +1,192股+2.77% | 加仓 |
| IiShares安硕信托IWS |
| 1.99% | 1.95% | $637.5万 | 3.9万股 | $548.7万 | 3.8万股 | +1,085股+2.88% | 加仓 |
| IiShares安硕信托IEFA |
| 1.83% | 1.96% | $586.1万 | 6.1万股 | $551.4万 | 6.1万股 | -217股-0.36% | 减仓 |
 摩根大通JPM |
| 1.79% | 1.81% | $572.3万 | 1.7万股 | $508.5万 | 1.7万股 | +198股+1.15% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.74% | 1.83% | $556.0万 | 2.4万股 | $515.0万 | 2.4万股 | +95股+0.39% | 加仓 |
| IiShares安硕信托SHYG |
| 1.7% | 1.74% | $543.4万 | 12.8万股 | $488.2万 | 11.5万股 | +1.3万股+11.05% | 加仓 |
 美光科技MU |
| 1.6% | 0.53% | $513.3万 | 4,447股 | $149.7万 | 4,430股 | +17股+0.38% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.35% | 1.44% | $433.0万 | 4.2万股 | $404.8万 | 4.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.22% | 1.16% | $389.2万 | 1.8万股 | $326.0万 | 1.7万股 | +400股+2.33% | 加仓 |
| IiShares安硕信托AGG |
| 1.21% | 1.19% | $386.5万 | 7.6万股 | $335.5万 | 6.7万股 | +9,344股+13.94% | 加仓 |
| IiShares安硕信托IVV |
| 1.17% | 1.17% | $373.2万 | 4,984股 | $327.5万 | 5,013股 | -29股-0.58% | 减仓 |
 卡特彼勒CAT |
| 1.13% | 0.87% | $362.7万 | 3,406股 | $243.5万 | 3,436股 | -30股-0.87% | 减仓 |
| SSPDR行业精选信托XLU |
| 1.1% | 1.28% | $350.9万 | 7.7万股 | $359.3万 | 7.8万股 | -897股-1.15% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 1.09% | 0.97% | $349.8万 | 8,878股 | $271.7万 | 8,658股 | +220股+2.54% | 加仓 |
| IiShares安硕信托USMV |
| 0.94% | 1.03% | $300.9万 | 3.1万股 | $289.0万 | 3.1万股 | +29股+0.09% | 加仓 |
| IiShares安硕信托GVI |
| 0.92% | 0.86% | $295.7万 | 2.7万股 | $241.0万 | 2.3万股 | +4,770股+21.01% | 加仓 |
| V先锋领航·MIDVO |
| 0.9% | 0.95% | $288.8万 | 3.6万股 | $266.5万 | 9,279股 | +2.7万股+286.31% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.9% | 0.82% | $286.5万 | 8,109股 | $229.9万 | 8,014股 | +95股+1.19% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.81% | 0.88% | $259.2万 | 5,180股 | $246.5万 | 5,144股 | +36股+0.70% | 加仓 |
| I景顺QQQ信托VOO |
| 0.79% | — | $251.9万 | 3,421股 | $0 | 0股 | +3,421股 | 新买入 |
 美国电力AEP |
| 0.76% | 0.84% | $243.4万 | 1.8万股 | $236.5万 | 1.8万股 | -252股-1.40% | 减仓 |
 谷歌AGOOGL |
| 0.75% | 0.68% | $238.6万 | 6,678股 | $189.9万 | 6,604股 | +74股+1.12% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.74% | 0.75% | $236.8万 | 4.7万股 | $209.6万 | 4.6万股 | +1,080股+2.35% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.74% | 0.81% | $236.0万 | 1.6万股 | $226.3万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares白银信托SLV |
| 0.73% | 1.06% | $233.5万 | 4.4万股 | $297.3万 | 4.4万股 | +30股+0.07% | 加仓 |
 甲骨文ORCL |
| 0.7% | 0.8% | $225.3万 | 1.5万股 | $225.3万 | 1.5万股 | +59股+0.39% | 加仓 |
 埃克森美孚XOM |
| 0.66% | 0.94% | $211.4万 | 1.5万股 | $264.8万 | 1.6万股 | -152股-0.97% | 减仓 |
| IiShares安硕·COREIJH |
| 0.65% | 0.66% | $207.1万 | 2.7万股 | $185.8万 | 2.8万股 | -659股-2.40% | 减仓 |
 阿斯麦ASML |
| 0.63% | 0.46% | $201.5万 | 1,013股 | $128.2万 | 971股 | +42股+4.33% | 加仓 |
| V先锋领航指数基金VB |
| 0.62% | 0.62% | $199.6万 | 6,586股 | $173.1万 | 6,611股 | -25股-0.38% | 减仓 |
| V先锋领航白厅基金VNQ |
| 0.62% | 0.67% | $198.6万 | 2.1万股 | $188.1万 | 2.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.62% | 0.65% | $197.4万 | 2.0万股 | $181.6万 | 2.0万股 | +3股+0.01% | 加仓 |
 好市多COST |
| 0.61% | 0.74% | $196.3万 | 2,098股 | $208.3万 | 2,090股 | +8股+0.38% | 加仓 |
| SSPDR黄金信托GLD |
| 0.6% | 0.8% | $192.4万 | 5,222股 | $224.7万 | 5,222股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.6% | 0.82% | $191.7万 | 1.7万股 | $231.5万 | 1.9万股 | -1,705股-9.15% | 减仓 |
| PPrincipal Spectrum Preferred Securities Active Etf Pref Sc AcPREF |
| 0.59% | 0.67% | $188.8万 | 9.9万股 | $187.3万 | 10.0万股 | -478股-0.48% | 减仓 |
 VanEck ETF信托XMPT |
| 0.54% | 0.59% | $172.3万 | 7.7万股 | $166.4万 | 7.7万股 | -250股-0.32% | 减仓 |
| XXTRACKERS MSCI EAFE HIGHDIVIDEND YIELD EQUITY ETFHDEF |
| 0.52% | 0.6% | $166.9万 | 5.2万股 | $168.7万 | 5.2万股 | -108股-0.21% | 减仓 |
