| V先锋领航·MALVERN FDSVCRB |
| 17.48% | 18.22% | $8,793.0万 | 113.9万股 | $8,425.3万 | 108.9万股 | +5.0万股+4.56% | 加仓 |
| G通用动力VTI |
| 11.7% | 11.09% | $5,887.2万 | 15.9万股 | $5,126.3万 | 16.0万股 | -689股-0.43% | 减仓 |
| IiShares安硕信托IEFA |
| 8.1% | 8.11% | $4,072.2万 | 42.2万股 | $3,749.3万 | 41.4万股 | +7,476股+1.81% | 加仓 |
| V先锋领航指数基金VTV |
| 6.62% | 6.45% | $3,328.0万 | 15.3万股 | $2,983.0万 | 15.2万股 | +674股+0.44% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 4.36% | 4.85% | $2,193.3万 | 43.3万股 | $2,244.2万 | 44.9万股 | -1.6万股-3.55% | 减仓 |
| V先锋领航指数基金VUG |
| 4.19% | 3.75% | $2,107.6万 | 23.8万股 | $1,733.6万 | 4.0万股 | +19.8万股+498.63% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.65% | 3.61% | $1,836.4万 | 25.8万股 | $1,667.8万 | 26.0万股 | -2,521股-0.97% | 减仓 |
| V先锋领航·MIDVO |
| 3.65% | 3.35% | $1,834.2万 | 22.5万股 | $1,550.4万 | 5.4万股 | +17.1万股+316.07% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.51% | 3.99% | $1,767.9万 | 2.5万股 | $1,844.7万 | 2.9万股 | -3,496股-12.21% | 减仓 |
| IiShares安硕信托AGG |
| 3.17% | 2.8% | $1,596.8万 | 16.1万股 | $1,297.1万 | 13.1万股 | +3.1万股+23.46% | 加仓 |
| IiShares安硕IEMG |
| 3.06% | 2.88% | $1,537.7万 | 18.6万股 | $1,333.7万 | 19.1万股 | -5,592股-2.92% | 减仓 |
| IiShares安硕信托IWD |
| 2.19% | 2.09% | $1,102.4万 | 4.6万股 | $964.3万 | 4.5万股 | +510股+1.13% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.08% | 2.1% | $1,045.4万 | 17.5万股 | $973.3万 | 18.0万股 | -5,109股-2.83% | 减仓 |
| V先锋领航指数基金VB |
| 2.03% | 2.07% | $1,023.0万 | 3.4万股 | $956.6万 | 3.7万股 | -2,772股-7.59% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.95% | 1.83% | $979.3万 | 7.9万股 | $846.2万 | 2.0万股 | +5.9万股+297.39% | 加仓 |
| IiShares安硕信托GVI |
| 1.93% | 2.17% | $971.2万 | 9.0万股 | $1,003.2万 | 9.5万股 | -4,265股-4.51% | 减仓 |
| V先锋领航·TOTALBND |
| 1.78% | 2.1% | $894.5万 | 12.2万股 | $971.9万 | 13.2万股 | -1.0万股-7.68% | 减仓 |
| IiShares安硕信托TLT |
| 1.44% | 1.62% | $725.3万 | 8.4万股 | $751.1万 | 8.3万股 | +500股+0.60% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 1.27% | 1.26% | $639.4万 | 8.4万股 | $581.8万 | 8.5万股 | -954股-1.12% | 减仓 |
 可口可乐KO |
| 1.23% | 1.25% | $618.4万 | 7.6万股 | $580.4万 | 7.6万股 | -224股-0.29% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.21% | 1.15% | $608.6万 | 5.6万股 | $533.2万 | 5.5万股 | +580股+1.05% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.21% | 1.11% | $607.2万 | 2.0万股 | $514.1万 | 2.1万股 | -558股-2.69% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.17% | 1.31% | $590.3万 | 5.8万股 | $606.2万 | 6.3万股 | -5,744股-9.08% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.84% | 0.82% | $423.2万 | 5.0万股 | $378.9万 | 4.9万股 | +367股+0.75% | 加仓 |
| TTORTOISE NORTH AMERICAN PIPELINE ETFTPYP |
| 0.79% | 0.86% | $398.2万 | 9.5万股 | $398.4万 | 9.4万股 | +916股+0.97% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.79% | 0.82% | $396.1万 | 7,916股 | $380.5万 | 7,941股 | -25股-0.31% | 减仓 |
| S道富SPSM |
| 0.7% | 0.63% | $349.7万 | 6.1万股 | $289.7万 | 6.0万股 | +654股+1.09% | 加仓 |
| AAHL Trend & Risk Alpha StrategyAHLT |
| 0.49% | 0.52% | $248.3万 | 8.6万股 | $242.6万 | 8.6万股 | +56股+0.07% | 加仓 |
 苹果AAPL |
| 0.47% | 0.5% | $237.1万 | 8,193股 | $232.2万 | 9,149股 | -956股-10.45% | 减仓 |
| NNYLI MACKAY MUNI INTERMEDIATE ETFMMIT |
| 0.41% | — | $206.8万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.41% | 0.38% | $204.2万 | 2,973股 | $177.6万 | 2,973股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.35% | 0.35% | $173.8万 | 8,688股 | $164.1万 | 9,410股 | -722股-7.67% | 减仓 |
 PinterestPINS |
| 0.27% | 0.23% | $137.2万 | 6.5万股 | $104.2万 | 5.7万股 | +8,414股+14.81% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.25% | 0.25% | $127.7万 | 4.4万股 | $114.2万 | 4.5万股 | -1,403股-3.08% | 减仓 |
 家得宝HD |
| 0.25% | 0.27% | $127.1万 | 3,604股 | $125.8万 | 3,826股 | -222股-5.80% | 减仓 |
| IiShares安硕信托GVI |
| 0.25% | 0.3% | $126.5万 | 1.2万股 | $139.9万 | 1.3万股 | -1,263股-9.61% | 减仓 |
 强生JNJ |
| 0.25% | 0.3% | $126.4万 | 4,975股 | $136.6万 | 5,586股 | -611股-10.94% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.24% | 0.24% | $121.4万 | 1.4万股 | $110.2万 | 1.5万股 | -179股-1.22% | 减仓 |
| IiShares安硕信托EEM |
| 0.19% | 0.18% | $97.8万 | 1.7万股 | $84.2万 | 1.6万股 | +1,352股+8.65% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.19% | 0.19% | $95.7万 | 3,202股 | $87.2万 | 3,202股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.18% | 0.26% | $89.0万 | 2,416股 | $119.9万 | 2,842股 | -426股-14.99% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.16% | 0.12% | $82.1万 | 4,309股 | $57.3万 | 4,314股 | -5股-0.12% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.15% | 0.14% | $76.8万 | 2,175股 | $67.0万 | 2,336股 | -161股-6.89% | 减仓 |
| IiShares安硕信托IWS |
| 0.15% | 0.15% | $76.0万 | 4,617股 | $67.3万 | 4,617股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJK |
| 0.15% | 0.14% | $75.7万 | 6,442股 | $64.8万 | 6,442股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.14% | 0.15% | $68.7万 | 1,842股 | $68.3万 | 1,846股 | -4股-0.22% | 减仓 |
 好市多COST |
| 0.13% | 0.16% | $64.1万 | 685股 | $72.0万 | 722股 | -37股-5.12% | 减仓 |
| IISHARES TRDMAX |
| 0.13% | 0.13% | $64.0万 | 2.3万股 | $62.2万 | 2.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.13% | 0.12% | $64.0万 | 855股 | $55.8万 | 855股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.12% | 0.1% | $58.0万 | 1,623股 | $45.3万 | 1,576股 | +47股+2.98% | 加仓 |
