| V先锋领航指数基金VOO |
| 11.96% | 11.62% | $1.60亿 | 23.2万股 | $1.39亿 | 23.3万股 | -422股-0.18% | 减仓 |
| V先锋领航指数基金VTV |
| 5.8% | 5.85% | $7,742.1万 | 35.5万股 | $7,007.1万 | 35.7万股 | -1,885股-0.53% | 减仓 |
| V先锋领航指数基金VUG |
| 5.3% | 5.1% | $7,072.2万 | 82.1万股 | $6,098.7万 | 14.0万股 | +68.1万股+488.01% | 加仓 |
| IiShares安硕信托IEFA |
| 5.12% | 4.88% | $6,831.2万 | 70.7万股 | $5,843.8万 | 64.6万股 | +6.2万股+9.57% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 2.95% | 2.94% | $3,934.2万 | 37.0万股 | $3,523.7万 | 37.6万股 | -5,836股-1.55% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 2.78% | 2.61% | $3,709.7万 | 29.9万股 | $3,124.6万 | 7.3万股 | +22.5万股+307.70% | 加仓 |
 VanEck ETF信托SMH |
| 2.73% | 1.64% | $3,644.1万 | 5.6万股 | $1,961.4万 | 5.1万股 | +4,402股+8.60% | 加仓 |
 苹果AAPL |
| 2.65% | 2.72% | $3,529.8万 | 12.2万股 | $3,252.4万 | 12.8万股 | -6,166股-4.81% | 减仓 |
| IiShares安硕·S&PIVE |
| 2.52% | 2.64% | $3,367.2万 | 14.8万股 | $3,158.6万 | 15.0万股 | -1,295股-0.87% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.49% | 2.64% | $3,327.4万 | 16.8万股 | $3,153.9万 | 17.1万股 | -2,755股-1.61% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 2.04% | 1.99% | $2,717.1万 | 21.3万股 | $2,378.0万 | 21.7万股 | -4,204股-1.94% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.94% | 1.95% | $2,587.6万 | 3.5万股 | $2,336.5万 | 3.6万股 | -1,278股-3.56% | 减仓 |
| V先锋领航·MIDVO |
| 1.93% | 1.93% | $2,573.1万 | 31.9万股 | $2,308.5万 | 8.0万股 | +23.9万股+297.29% | 加仓 |
 谷歌AGOOGL |
| 1.8% | 1.67% | $2,399.5万 | 6.7万股 | $1,993.1万 | 6.9万股 | -2,167股-3.13% | 减仓 |
| IiShares安硕IEMG |
| 1.64% | 1.58% | $2,193.3万 | 26.5万股 | $1,891.6万 | 27.1万股 | -6,437股-2.37% | 减仓 |
| IINVESCO PHLX SEMICONDUCTOR ETFSOXQ |
| 1.56% | 0.95% | $2,081.6万 | 18.6万股 | $1,137.3万 | 19.1万股 | -4,820股-2.53% | 减仓 |
| V先锋领航指数基金VOT |
| 1.47% | 1.41% | $1,962.5万 | 6.4万股 | $1,687.6万 | 6.6万股 | -1,504股-2.29% | 减仓 |
| A美国世纪ETF信托MUSI |
| 1.44% | 1.54% | $1,918.2万 | 43.9万股 | $1,844.0万 | 42.2万股 | +1.7万股+4.05% | 加仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 1.43% | 1.52% | $1,906.7万 | 85.5万股 | $1,821.5万 | 81.5万股 | +4.0万股+4.91% | 加仓 |
 微软MSFT |
| 1.42% | 1.57% | $1,892.7万 | 5.1万股 | $1,876.3万 | 5.1万股 | +55股+0.11% | 加仓 |
 Meta平台META |
| 1.26% | 1.43% | $1,684.8万 | 3.0万股 | $1,709.9万 | 3.0万股 | +24股+0.08% | 加仓 |
| PPIMCO太平洋投资管理ETFHYS |
| 1.25% | 1.35% | $1,668.3万 | 17.8万股 | $1,611.6万 | 17.3万股 | +5,606股+3.24% | 加仓 |
 亚马逊AMZN |
| 1.24% | 1.22% | $1,659.1万 | 7.0万股 | $1,455.3万 | 7.0万股 | -264股-0.38% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 1.24% | 1.32% | $1,654.7万 | 31.6万股 | $1,581.0万 | 30.4万股 | +1.2万股+3.84% | 加仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 1.07% | 0.86% | $1,427.5万 | 22.1万股 | $1,032.6万 | 22.8万股 | -6,837股-3.00% | 减仓 |
| H哈特福德·FDS EXCHANGE TRADEDHTRB |
| 1.07% | 1.14% | $1,423.6万 | 42.2万股 | $1,363.2万 | 40.4万股 | +1.8万股+4.44% | 加仓 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 1.02% | 1.13% | $1,357.8万 | 26.9万股 | $1,354.2万 | 26.8万股 | +444股+0.17% | 加仓 |
| IiShares安硕·COREIJR |
| 1.01% | 0.96% | $1,352.1万 | 9.1万股 | $1,152.1万 | 9.3万股 | -1,513股-1.63% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 1.01% | 1.1% | $1,344.9万 | 26.6万股 | $1,311.0万 | 26.2万股 | +3,250股+1.24% | 加仓 |
| NNYLI MACKAY MUNI INTERMEDIATE ETFMMIT |
| 0.94% | 1.02% | $1,253.4万 | 51.5万股 | $1,220.3万 | 50.6万股 | +8,464股+1.67% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.84% | 0.91% | $1,122.6万 | 14.2万股 | $1,088.5万 | 13.7万股 | +4,727股+3.44% | 加仓 |
| F富达·VALUE FACTOR ETFFVAL |
| 0.7% | 0.68% | $927.1万 | 11.9万股 | $810.0万 | 11.7万股 | +2,248股+1.93% | 加仓 |
| AAMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETFTAXF |
| 0.68% | 0.74% | $904.3万 | 17.8万股 | $886.6万 | 17.7万股 | +739股+0.42% | 加仓 |
| PPUTNAM ETF TRUSTPBDC |
| 0.67% | 0.75% | $889.1万 | 32.7万股 | $902.4万 | 32.7万股 | -440股-0.13% | 减仓 |
| IiShares安硕信托GVI |
| 0.63% | 0.69% | $840.8万 | 7.9万股 | $826.1万 | 7.8万股 | +1,407股+1.81% | 加仓 |
| VVANECK ETF TR VANECK BDC INCOME ETFBIZD |
| 0.61% | 0.8% | $815.0万 | 64.4万股 | $960.1万 | 75.0万股 | -10.6万股-14.17% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.6% | 0.57% | $806.4万 | 5.5万股 | $681.3万 | 5.3万股 | +1,898股+3.57% | 加仓 |
 VisaV |
| 0.6% | 0.59% | $801.2万 | 2.3万股 | $708.1万 | 2.3万股 | -76股-0.32% | 减仓 |
 万事达MA |
| 0.56% | 0.61% | $747.2万 | 1.5万股 | $728.5万 | 1.5万股 | -31股-0.21% | 减仓 |
 特灵科技TT |
| 0.56% | 0.53% | $743.5万 | 1.5万股 | $636.3万 | 1.5万股 | -131股-0.86% | 减仓 |
 TwilioTWLO |
| 0.54% | 0.38% | $723.8万 | 3.5万股 | $454.3万 | 3.6万股 | -1,026股-2.84% | 减仓 |
 UNITED RENTALSURI |
| 0.54% | 0.39% | $717.8万 | 6,335股 | $467.9万 | 6,422股 | -87股-1.35% | 减仓 |
 美国运通AXP |
| 0.54% | 0.53% | $716.0万 | 2.1万股 | $638.7万 | 2.1万股 | +51股+0.24% | 加仓 |
| VVANECK EMERGING MARKETS BOND ETFEMBX |
| 0.49% | 0.52% | $654.7万 | 12.8万股 | $621.0万 | 12.4万股 | +3,654股+2.95% | 加仓 |
| S道富SPYM |
| 0.48% | 0.54% | $642.8万 | 7.3万股 | $644.8万 | 8.4万股 | -1.1万股-13.17% | 减仓 |
| V先锋领航指数基金VB |
| 0.47% | 0.46% | $633.2万 | 2.1万股 | $546.6万 | 2.1万股 | +20股+0.10% | 加仓 |
 嘉信理财SCHW |
| 0.46% | 0.52% | $616.5万 | 6.7万股 | $627.3万 | 6.7万股 | +66股+0.10% | 加仓 |
 SLR INVESTMENT CORP COMSLRC |
| 0.43% | 0.42% | $571.9万 | 46.2万股 | $507.8万 | 35.5万股 | +10.7万股+30.29% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.42% | 0.43% | $563.0万 | 7.9万股 | $515.8万 | 8.0万股 | -1,482股-1.84% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.41% | 0.25% | $548.8万 | 8,564股 | $293.5万 | 8,929股 | -365股-4.09% | 减仓 |
