| V先锋领航指数基金VOO |
| 31.54% | 31.06% | $5,085.9万 | 7.4万股 | $4,439.1万 | 7.4万股 | -238股-0.32% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 8.69% | 9.25% | $1,401.6万 | 5.9万股 | $1,322.3万 | 6.1万股 | -2,249股-3.66% | 减仓 |
| V先锋领航·MIDVO |
| 6.13% | 6.57% | $987.7万 | 12.3万股 | $938.3万 | 3.3万股 | +9.0万股+275.23% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 4.97% | 4.8% | $801.0万 | 9.6万股 | $686.6万 | 9.1万股 | +4,215股+4.61% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 4.84% | 4.51% | $780.0万 | 2.6万股 | $643.8万 | 2.6万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 4.77% | 5.33% | $769.0万 | 2.5万股 | $762.3万 | 2.9万股 | -3,736股-12.84% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 4.43% | 4.68% | $714.7万 | 6.9万股 | $668.3万 | 6.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 3.99% | 4.12% | $643.0万 | 8.3万股 | $589.4万 | 8.7万股 | -3,905股-4.47% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 3.91% | 2.57% | $631.1万 | 12.5万股 | $367.9万 | 7.3万股 | +5.2万股+71.52% | 加仓 |
| IiShares安硕信托SGOV |
| 2.87% | 2.15% | $463.4万 | 4.6万股 | $307.3万 | 3.1万股 | +1.6万股+50.76% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 1.54% | 1.54% | $247.6万 | 4,740股 | $219.6万 | 4,740股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 1.39% | 1.49% | $224.2万 | 2.9万股 | $212.7万 | 2.7万股 | +1,661股+6.12% | 加仓 |
| I景顺·ACTIVELY MANAGED EXCGSY |
| 1.26% | 1.43% | $203.1万 | 4.1万股 | $204.5万 | 4.1万股 | -300股-0.74% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.2% | 1.28% | $192.7万 | 3.2万股 | $182.9万 | 3.4万股 | -1,560股-4.61% | 减仓 |
| SSPDR道富系列信托SDY |
| 1.13% | 1.22% | $182.3万 | 1.2万股 | $174.8万 | 1.2万股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.96% | 1.12% | $154.9万 | 9,805股 | $159.7万 | 1.1万股 | -980股-9.09% | 减仓 |
| IiShares安硕信托DVY |
| 0.88% | 0.96% | $141.2万 | 9,035股 | $136.8万 | 9,035股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.82% | 0.86% | $132.9万 | 1.9万股 | $122.2万 | 1.9万股 | -420股-2.20% | 减仓 |
 英伟达NVDA |
| 0.78% | 0.78% | $125.7万 | 6,280股 | $111.2万 | 6,379股 | -99股-1.55% | 减仓 |
| V先锋领航全球基金MGV |
| 0.69% | 0.58% | $110.5万 | 6,763股 | $82.2万 | 5,673股 | +1,090股+19.21% | 加仓 |
 苹果AAPL |
| 0.64% | 0.63% | $103.6万 | 3,580股 | $90.3万 | 3,560股 | +20股+0.56% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.52% | 0.51% | $83.3万 | 1,115股 | $72.5万 | 1,115股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.47% | 0.63% | $76.4万 | 2,163股 | $90.7万 | 3,163股 | -1,000股-31.62% | 减仓 |
| WWisdomTree信托AGZD |
| 0.45% | 0.45% | $73.0万 | 3.2万股 | $63.8万 | 2.8万股 | +4,000股+14.13% | 加仓 |
| IINVESCO DIVIDEND ACHIEVERS ETFPFM |
| 0.42% | 0.43% | $67.4万 | 1.2万股 | $62.1万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.4% | 0.42% | $64.4万 | 4,340股 | $60.0万 | 4,830股 | -490股-10.14% | 减仓 |
 礼来LLY |
| 0.4% | 0.35% | $64.2万 | 535股 | $49.7万 | 540股 | -5股-0.93% | 减仓 |
 微软MSFT |
| 0.39% | 0.6% | $62.1万 | 1,666股 | $85.7万 | 2,314股 | -648股-28.00% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.38% | 0.44% | $61.9万 | 1.2万股 | $63.5万 | 1.2万股 | -278股-2.30% | 减仓 |
 摩根大通JPM |
| 0.38% | 0.39% | $61.3万 | 1,874股 | $55.1万 | 1,874股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 0.38% | 0.43% | $60.7万 | 8,263股 | $60.8万 | 8,263股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.36% | 0.33% | $57.8万 | 4,200股 | $47.5万 | 4,200股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.33% | 0.33% | $53.0万 | 6,150股 | $47.0万 | 1,075股 | +5,075股+472.09% | 加仓 |
| V先锋领航指数基金VV |
| 0.33% | 0.3% | $52.9万 | 1,538股 | $43.3万 | 1,448股 | +90股+6.22% | 加仓 |
 应用材料AMAT |
| 0.32% | 0.17% | $52.1万 | 720股 | $24.8万 | 727股 | -7股-0.96% | 减仓 |
| IiShares安硕信托IWD |
| 0.32% | 0.32% | $51.6万 | 2,129股 | $45.5万 | 2,129股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.31% | 0.33% | $50.0万 | 2,200股 | $47.0万 | 2,225股 | -25股-1.12% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.31% | 0.36% | $49.7万 | 2,045股 | $51.9万 | 2,390股 | -345股-14.44% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.31% | 0.31% | $49.5万 | 4,835股 | $43.9万 | 5,585股 | -750股-13.43% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.28% | 0.32% | $45.5万 | 1.0万股 | $45.6万 | 1.0万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.25% | 0.25% | $40.9万 | 1,625股 | $36.0万 | 1,656股 | -31股-1.87% | 减仓 |
| IiShares安硕信托IVV |
| 0.25% | 0.25% | $40.6万 | 542股 | $35.4万 | 542股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.24% | — | $39.2万 | 4,063股 | $0 | 0股 | +4,063股 | 新买入 |
 PALO ALTOPANW |
| 0.24% | 0.16% | $39.2万 | 1,150股 | $23.2万 | 1,445股 | -295股-20.42% | 减仓 |
 英特尔INTC |
| 0.24% | — | $39.0万 | 2,795股 | $0 | 0股 | +2,795股 | 新买入 |
 谷歌AGOOGL |
| 0.23% | 0.39% | $37.2万 | 1,040股 | $55.8万 | 1,940股 | -900股-46.39% | 减仓 |
 思科CSCO |
| 0.23% | 0.17% | $36.6万 | 3,112股 | $23.9万 | 3,086股 | +26股+0.84% | 加仓 |
 亚马逊AMZN |
| 0.22% | 0.31% | $35.2万 | 1,477股 | $44.5万 | 2,137股 | -660股-30.88% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.22% | 0.19% | $34.8万 | 1,635股 | $27.3万 | 1,425股 | +210股+14.74% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.21% | 0.16% | $33.1万 | 3,550股 | $22.6万 | 2,550股 | +1,000股+39.22% | 加仓 |
