| SSPDR标普500 ETFSPY |
| 18.84% | 18.2% | $2,692.2万 | 6.3万股 | $2,467.8万 | 6.2万股 | +627股+1.01% | 加仓 |
| V先锋领航·HEALTHVHT |
| 18.74% | 18.01% | $2,678.0万 | 10.8万股 | $2,442.9万 | 10.7万股 | +1,572股+1.47% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 16.22% | 16.32% | $2,318.1万 | 15.0万股 | $2,213.2万 | 15.0万股 | -716股-0.48% | 减仓 |
| V先锋领航债券指数基金BSV |
| 13% | 0.35% | $1,857.6万 | 22.6万股 | $47.5万 | 5,780股 | +22.0万股+3,811.71% | 加仓 |
| IiShares安硕信托STIP |
| 9.31% | 9.39% | $1,330.2万 | 12.5万股 | $1,273.1万 | 12.0万股 | +4,696股+3.90% | 加仓 |
| G通用动力VTI |
| 7.14% | 6.51% | $1,020.5万 | 4.6万股 | $882.4万 | 4.3万股 | +3,109股+7.28% | 加仓 |
| S道富SPAB |
| 6.9% | 7.08% | $985.3万 | 32.8万股 | $960.3万 | 32.4万股 | +4,447股+1.37% | 加仓 |
 礼来LLY |
| 2.04% | 1.75% | $290.9万 | 1.3万股 | $236.8万 | 1.3万股 | 00.00% | 持仓不变 |
 奎斯特诊断DGX |
| 1.53% | 1.57% | $218.6万 | 1.7万股 | $212.6万 | 1.7万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 1.24% | 1.21% | $177.3万 | 4,124股 | $164.1万 | 4,124股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 1.01% | — | $144.5万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 苹果AAPL |
| 0.78% | 0.86% | $111.3万 | 8,124股 | $116.3万 | 9,524股 | -1,400股-14.70% | 减仓 |
| S道富SPIB |
| 0.73% | 0.77% | $103.7万 | 2.8万股 | $104.5万 | 2.9万股 | -570股-1.98% | 减仓 |
 默沙东MRK |
| 0.53% | 0.56% | $76.0万 | 9,773股 | $75.3万 | 9,773股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.34% | 0.35% | $49.1万 | 3,154股 | $48.0万 | 3,154股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.31% | 0.3% | $44.7万 | 130股 | $40.2万 | 130股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.28% | 0.24% | $39.3万 | 157股 | $32.5万 | 157股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.19% | 0.19% | $27.5万 | 989股 | $25.5万 | 1,000股 | -11股-1.10% | 减仓 |
| V先锋领航指数基金VBK |
| 0.19% | 0.18% | $26.6万 | 918股 | $24.8万 | 902股 | +16股+1.77% | 加仓 |
 强生JNJ |
| 0.18% | 0.19% | $25.3万 | 1,535股 | $25.2万 | 1,535股 | 00.00% | 持仓不变 |
 穆迪MCO |
| 0.18% | 0.15% | $25.2万 | 696股 | $20.8万 | 696股 | 00.00% | 持仓不变 |
| IiShares安硕信托SHYG |
| 0.18% | 0.19% | $25.2万 | 5,471股 | $25.9万 | 5,652股 | -181股-3.20% | 减仓 |
 埃克森美孚XOM |
| 0.16% | — | $22.4万 | 3,544股 | $0 | 0股 | +3,544股 | 新买入 |
