| V先锋领航·FTSEVEA |
| 8.08% | 6.8% | $4,523.4万 | 63.5万股 | $3,529.0万 | 55.1万股 | +8.4万股+15.28% | 加仓 |
| V先锋领航指数基金VOO |
| 7.39% | 6.78% | $4,139.8万 | 6.0万股 | $3,516.9万 | 5.9万股 | +1,420股+2.41% | 加仓 |
| IiShares安硕信托IVV |
| 6.65% | 6.31% | $3,726.6万 | 5.0万股 | $3,274.1万 | 5.0万股 | -361股-0.72% | 减仓 |
 TARGET COMTGT |
| 4.7% | 4.74% | $2,634.5万 | 20.2万股 | $2,457.5万 | 20.3万股 | -1,055股-0.52% | 减仓 |
| IiShares安硕信托EEM |
| 4.05% | 3.61% | $2,268.0万 | 33.2万股 | $1,875.6万 | 33.0万股 | +1,262股+0.38% | 加仓 |
| V先锋领航STAR基金VXUS |
| 3.66% | 5.85% | $2,047.9万 | 24.0万股 | $3,034.8万 | 39.4万股 | -15.4万股-39.13% | 减仓 |
| V先锋领航·FSTEVWO |
| 3.26% | 2.91% | $1,826.8万 | 30.6万股 | $1,508.2万 | 27.9万股 | +2.7万股+9.68% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.22% | 3.03% | $1,804.0万 | 2.4万股 | $1,571.0万 | 2.4万股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 3.15% | 2.82% | $1,762.5万 | 20.0万股 | $1,464.2万 | 4.0万股 | +16.1万股+403.14% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 3.03% | 3.08% | $1,694.5万 | 41.1万股 | $1,600.4万 | 41.1万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 2.52% | 3.09% | $1,413.1万 | 4.9万股 | $1,604.6万 | 6.3万股 | -1.4万股-22.76% | 减仓 |
 台积电TSM |
| 2.31% | 1.78% | $1,293.8万 | 2.7万股 | $923.9万 | 2.7万股 | -245股-0.90% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 2.25% | 1.97% | $1,261.4万 | 8.0万股 | $1,020.6万 | 7.4万股 | +6,583股+8.92% | 加仓 |
 微软MSFT |
| 1.99% | 2.49% | $1,114.0万 | 3.0万股 | $1,292.2万 | 3.5万股 | -5,044股-14.45% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.99% | 1.96% | $1,113.7万 | 10.7万股 | $1,016.9万 | 10.5万股 | +2,518股+2.41% | 加仓 |
 谷歌AGOOGL |
| 1.94% | 2.56% | $1,084.4万 | 3.0万股 | $1,330.5万 | 4.6万股 | -1.6万股-34.42% | 减仓 |
| IiShares安硕信托GVI |
| 1.9% | 2.1% | $1,065.8万 | 9.9万股 | $1,089.0万 | 10.3万股 | -3,556股-3.47% | 减仓 |
| V先锋领航·TOTALBND |
| 1.87% | 1.9% | $1,049.7万 | 14.3万股 | $988.1万 | 13.4万股 | +8,808股+6.56% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.73% | 1.27% | $967.8万 | 5.1万股 | $661.3万 | 5.0万股 | +1,039股+2.09% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.48% | 1.49% | $826.5万 | 2.3万股 | $772.0万 | 2.7万股 | -3,520股-13.08% | 减仓 |
| IiShares黄金信托IAU |
| 1.35% | 1.7% | $754.4万 | 10.0万股 | $881.7万 | 10.0万股 | -99股-0.10% | 减仓 |
 安费诺APH |
| 1.34% | 1.07% | $753.1万 | 4.3万股 | $557.7万 | 4.4万股 | -1,426股-3.23% | 减仓 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 1.25% | 1.36% | $699.2万 | 6.5万股 | $706.2万 | 6.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托TLT |
| 1.07% | — | $599.9万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 1.06% | 0.99% | $595.2万 | 4.8万股 | $515.1万 | 1.2万股 | +3.6万股+296.76% | 加仓 |
 应用材料AMAT |
| 0.97% | 0.5% | $545.6万 | 7,546股 | $257.9万 | 7,546股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.97% | 0.84% | $543.2万 | 7.0万股 | $433.8万 | 6.4万股 | +6,218股+9.68% | 加仓 |
| IiShares安硕信托IEFA |
| 0.88% | 0.89% | $495.1万 | 5.1万股 | $461.4万 | 5.1万股 | +297股+0.58% | 加仓 |
 摩根大通JPM |
| 0.88% | 0.85% | $491.9万 | 1.5万股 | $442.0万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.75% | 0.68% | $422.6万 | 5.1万股 | $355.3万 | 5.1万股 | +70股+0.14% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.74% | 0.8% | $414.4万 | 8,282股 | $413.8万 | 8,635股 | -353股-4.09% | 减仓 |
| IiShares安硕·COREIJR |
| 0.71% | 0.68% | $395.1万 | 2.7万股 | $354.0万 | 2.8万股 | -1,836股-6.45% | 减仓 |
 艺康ECL |
| 0.61% | 0.63% | $342.9万 | 1.2万股 | $327.5万 | 1.2万股 | -3股-0.02% | 减仓 |
 VisaV |
| 0.6% | 0.41% | $335.2万 | 9,770股 | $212.5万 | 7,030股 | +2,740股+38.98% | 加仓 |
 亚马逊AMZN |
| 0.57% | 0.37% | $318.6万 | 1.3万股 | $190.9万 | 9,168股 | +4,201股+45.82% | 加仓 |
 GE航空GE |
| 0.54% | 0.44% | $301.8万 | 8,076股 | $226.2万 | 7,971股 | +105股+1.32% | 加仓 |
 雅培ABT |
| 0.51% | 0.62% | $283.2万 | 3.1万股 | $321.5万 | 3.1万股 | -101股-0.32% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.5% | 0.49% | $279.8万 | 5.2万股 | $251.8万 | 5.1万股 | +1,201股+2.36% | 加仓 |
 贝莱德·INC COMBLK |
| 0.5% | 0.58% | $277.4万 | 2,885股 | $300.0万 | 3,119股 | -234股-7.50% | 减仓 |
 高盛GS |
| 0.49% | 0.44% | $275.1万 | 2,720股 | $230.1万 | 2,720股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.45% | 0.38% | $252.7万 | 3,431股 | $198.0万 | 3,431股 | 00.00% | 持仓不变 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.41% | 0.4% | $231.5万 | 1.5万股 | $209.4万 | 1.4万股 | +303股+2.12% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.41% | 0.4% | $229.8万 | 2.0万股 | $208.8万 | 1.9万股 | +434股+2.26% | 加仓 |
| S道富XLI |
| 0.41% | 0.37% | $227.4万 | 1.2万股 | $194.4万 | 1.2万股 | +256股+2.13% | 加仓 |
 标普全球SPGI |
| 0.39% | 0.17% | $220.7万 | 5,419股 | $89.4万 | 2,101股 | +3,318股+157.92% | 加仓 |
 万事达MA |
| 0.37% | 0.4% | $207.8万 | 4,045股 | $208.2万 | 4,167股 | -122股-2.93% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.37% | 0.4% | $207.5万 | 1.9万股 | $209.3万 | 1.9万股 | +491股+2.60% | 加仓 |
| T赛默飞世尔TMO |
| 0.36% | 0.39% | $204.2万 | 4,072股 | $200.2万 | 4,072股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLE |
| 0.35% | 0.43% | $194.2万 | 3.7万股 | $222.0万 | 3.6万股 | +326股+0.90% | 加仓 |
| IiShares安硕·ESGEFA |
| 0.34% | 0.25% | $190.7万 | 1.9万股 | $127.2万 | 1.3万股 | +5,248股+39.45% | 加仓 |
