| V先锋领航·SMALLVBR |
| 5.34% | 5.36% | $3,646.3万 | 15.0万股 | $3,316.6万 | 15.3万股 | -2,605股-1.71% | 减仓 |
| V先锋领航指数基金VOO |
| 4.27% | 3.76% | $2,917.5万 | 4.0万股 | $2,326.1万 | 4.0万股 | -682股-1.69% | 减仓 |
 苹果AAPL |
| 3.74% | 3.77% | $2,558.6万 | 8.8万股 | $2,333.4万 | 9.2万股 | -3,519股-3.83% | 减仓 |
| IiShares安硕信托IWS |
| 3.62% | 3.58% | $2,475.0万 | 15.0万股 | $2,212.0万 | 15.2万股 | -1,411股-0.93% | 减仓 |
| IiShares安硕·COREIJH |
| 3.3% | 3.25% | $2,254.3万 | 29.2万股 | $2,012.3万 | 29.8万股 | -5,633股-1.89% | 减仓 |
| IiShares安硕信托IVV |
| 3.28% | 3.19% | $2,237.9万 | 3.0万股 | $1,972.7万 | 3.0万股 | -318股-1.05% | 减仓 |
| V先锋领航指数基金VBK |
| 3.09% | 2.88% | $2,113.3万 | 5.8万股 | $1,782.9万 | 5.9万股 | -1,200股-2.03% | 减仓 |
| PProShares信托SSO |
| 2.79% | 2.41% | $1,905.5万 | 28.3万股 | $1,492.8万 | 28.8万股 | -4,934股-1.71% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.73% | 2.85% | $1,868.4万 | 9.5万股 | $1,765.0万 | 9.6万股 | -1,227股-1.28% | 减仓 |
| S嘉信策略信托SCHM |
| 2.69% | 2.54% | $1,836.3万 | 49.8万股 | $1,572.3万 | 50.8万股 | -9,800股-1.93% | 减仓 |
| V先锋领航·MIDVO |
| 2.68% | 2.67% | $1,834.3万 | 22.8万股 | $1,652.5万 | 5.8万股 | +17.0万股+295.64% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.6% | 2.66% | $1,774.6万 | 7.5万股 | $1,643.2万 | 7.6万股 | -1,409股-1.84% | 减仓 |
| S嘉信·USSCHP |
| 2.4% | 2.66% | $1,638.2万 | 61.8万股 | $1,645.9万 | 61.9万股 | -331股-0.05% | 减仓 |
| G通用动力VTI |
| 2.34% | 2.28% | $1,602.1万 | 4.3万股 | $1,409.5万 | 4.4万股 | -641股-1.46% | 减仓 |
| V先锋领航指数基金VB |
| 2.28% | 2.19% | $1,559.1万 | 5.1万股 | $1,356.4万 | 5.2万股 | -348股-0.67% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.18% | 2.46% | $1,488.8万 | 18.8万股 | $1,520.5万 | 19.2万股 | -3,431股-1.79% | 减仓 |
| IiShares安硕信托IJJ |
| 1.92% | 1.92% | $1,314.0万 | 8.9万股 | $1,185.8万 | 8.9万股 | -545股-0.61% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.7% | 1.76% | $1,164.4万 | 5.1万股 | $1,087.7万 | 5.2万股 | -231股-0.45% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.68% | 1.62% | $1,147.9万 | 8.4万股 | $999.8万 | 8.4万股 | -421股-0.50% | 减仓 |
 卡特彼勒CAT |
| 1.56% | 1.24% | $1,065.4万 | 1.0万股 | $765.2万 | 1.1万股 | -796股-7.37% | 减仓 |
| V先锋领航债券指数基金BIV |
| 1.5% | 1.7% | $1,026.6万 | 13.4万股 | $1,052.9万 | 13.6万股 | -2,568股-1.88% | 减仓 |
 达美乐披萨DPZ |
| 1.4% | 1.88% | $959.0万 | 3.2万股 | $1,162.2万 | 3.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.4% | 1.38% | $957.4万 | 4.0万股 | $853.1万 | 4.1万股 | -794股-1.94% | 减仓 |
| IiShares安硕信托IGM |
| 1.23% | 1.06% | $842.8万 | 5.2万股 | $658.2万 | 5.6万股 | -4,018股-7.23% | 减仓 |
| S嘉信·USSCHA |
| 1.21% | 1.14% | $828.9万 | 22.9万股 | $704.9万 | 24.2万股 | -1.3万股-5.35% | 减仓 |
| IiShares安硕信托TIP |
| 1.21% | 1.34% | $824.0万 | 7.5万股 | $826.5万 | 7.5万股 | +407股+0.54% | 加仓 |
| S道富SPSM |
| 1.21% | 1.15% | $823.7万 | 14.3万股 | $708.3万 | 14.7万股 | -3,764股-2.57% | 减仓 |
| IiShares安硕信托EFAV |
| 1.09% | 1.25% | $741.7万 | 8.5万股 | $770.1万 | 8.4万股 | +278股+0.33% | 加仓 |
| IiShares安硕信托IJK |
| 0.98% | 0.93% | $670.1万 | 5.7万股 | $577.4万 | 5.7万股 | -354股-0.62% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.92% | 0.82% | $626.2万 | 3.5万股 | $506.7万 | 3.5万股 | +47股+0.13% | 加仓 |
| V先锋领航全球基金VGT |
| 0.91% | 0.74% | $620.3万 | 5.2万股 | $456.4万 | 6,542股 | +4.5万股+693.30% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.89% | 0.84% | $610.3万 | 5.1万股 | $518.4万 | 5.3万股 | -1,653股-3.12% | 减仓 |
| V先锋领航指数基金VOT |
| 0.89% | 0.86% | $607.8万 | 2.0万股 | $529.5万 | 2.1万股 | -734股-3.57% | 减仓 |
 谷歌AGOOGL |
| 0.85% | 0.76% | $581.8万 | 1.6万股 | $467.9万 | 1.6万股 | +8股+0.05% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.85% | 0.86% | $578.0万 | 11.4万股 | $530.7万 | 10.6万股 | +7,917股+7.44% | 加仓 |
| IiShares安硕信托ICF |
| 0.84% | 0.91% | $575.8万 | 8.5万股 | $562.2万 | 9.1万股 | -5,697股-6.27% | 减仓 |
| IiShares安硕信托IWD |
| 0.79% | 0.77% | $539.7万 | 2.2万股 | $476.4万 | 2.2万股 | -31股-0.14% | 减仓 |
| S道富SPYV |
| 0.77% | 0.84% | $527.2万 | 8.7万股 | $522.4万 | 9.2万股 | -5,605股-6.07% | 减仓 |
| PPJT Partners, Inc. CL APJT |
| 0.77% | 0.79% | $525.4万 | 3.5万股 | $486.4万 | 3.5万股 | +1股+0.00% | 加仓 |
 迪士尼DIS |
| 0.76% | 0.86% | $520.2万 | 5.4万股 | $531.5万 | 5.5万股 | -1,102股-2.00% | 减仓 |
| IiShares安硕信托EEM |
| 0.73% | 0.67% | $499.4万 | 7.3万股 | $417.1万 | 7.3万股 | -438股-0.60% | 减仓 |
| S嘉信·USSCHX |
| 0.72% | 0.7% | $494.4万 | 16.8万股 | $432.1万 | 16.9万股 | -521股-0.31% | 减仓 |
 微软MSFT |
| 0.69% | 0.75% | $473.6万 | 1.3万股 | $466.8万 | 1.3万股 | +85股+0.67% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.68% | 0.69% | $461.8万 | 4.4万股 | $426.8万 | 4.4万股 | +516股+1.17% | 加仓 |
| IiShares安硕信托IUSV |
| 0.67% | 0.72% | $460.2万 | 4.2万股 | $444.6万 | 4.3万股 | -1,703股-3.92% | 减仓 |
 强生JNJ |
| 0.65% | 0.72% | $441.2万 | 1.7万股 | $443.8万 | 1.8万股 | -784股-4.32% | 减仓 |
| IiShares安硕信托IVW |
| 0.63% | 0.67% | $432.2万 | 3.1万股 | $417.3万 | 3.7万股 | -5,467股-14.82% | 减仓 |
| IiShares安硕·COREIJR |
| 0.63% | 0.58% | $429.6万 | 2.9万股 | $359.1万 | 2.9万股 | +79股+0.27% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.63% | 0.62% | $428.7万 | 3.9万股 | $385.0万 | 4.0万股 | -737股-1.86% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.61% | 0.57% | $416.0万 | 5.0万股 | $349.5万 | 8,573股 | +4.2万股+487.36% | 加仓 |
