| G通用动力VTI |
| 31.62% | 30.27% | $6,316.5万 | 17.1万股 | $5,635.6万 | 17.6万股 | -4,971股-2.83% | 减仓 |
| V先锋领航指数基金VOO |
| 10.22% | 9.39% | $2,041.0万 | 3.0万股 | $1,749.0万 | 2.9万股 | +447股+1.53% | 加仓 |
| V先锋领航·FTSEVEA |
| 9.75% | 9.57% | $1,946.9万 | 27.3万股 | $1,781.2万 | 27.8万股 | -4,721股-1.70% | 减仓 |
 PAYONEER GLOBALPAYO |
| 8.52% | 7.5% | $1,702.4万 | 239.1万股 | $1,396.3万 | 289.1万股 | -50.0万股-17.30% | 减仓 |
 财捷INTU |
| 5.13% | 9.51% | $1,024.5万 | 3.9万股 | $1,770.8万 | 4.1万股 | -1,702股-4.16% | 减仓 |
| V先锋领航·FSTEVWO |
| 5.04% | 4.86% | $1,007.7万 | 16.9万股 | $904.8万 | 16.7万股 | +1,410股+0.84% | 加仓 |
| IiShares黄金信托IAU |
| 3.88% | 4.77% | $774.3万 | 10.3万股 | $888.7万 | 10.1万股 | +1,738股+1.72% | 加仓 |
| SSPDR道富指数基金SPDW |
| 3.85% | 3.74% | $768.7万 | 15.3万股 | $696.4万 | 15.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 3.17% | 2.87% | $632.6万 | 7.3万股 | $534.7万 | 1.2万股 | +6.1万股+499.98% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.37% | 2.04% | $473.5万 | 2.2万股 | $378.9万 | 2.0万股 | +2,512股+12.72% | 加仓 |
| TTORTOISE NORTH AMERICAN PIPELINE ETFTPYP |
| 1.44% | 1.56% | $286.8万 | 6.8万股 | $289.7万 | 6.8万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.96% | 0.91% | $192.6万 | 6,656股 | $168.8万 | 6,653股 | +3股+0.05% | 加仓 |
| V先锋领航指数基金VV |
| 0.84% | 0.78% | $167.8万 | 4,880股 | $145.8万 | 4,880股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.81% | 0.44% | $160.9万 | 2,108股 | $82.3万 | 2,108股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.75% | 0.65% | $150.1万 | 4,200股 | $120.8万 | 4,200股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.74% | 0.64% | $147.7万 | 4,179股 | $119.9万 | 4,179股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.74% | 0.78% | $147.1万 | 3,944股 | $145.9万 | 3,941股 | +3股+0.08% | 加仓 |
| V先锋领航指数基金VBK |
| 0.67% | 0.6% | $134.6万 | 3,680股 | $111.2万 | 3,680股 | 00.00% | 持仓不变 |
| KKRANESHARES TRUSTKCCA |
| 0.67% | 0.61% | $134.1万 | 7.9万股 | $114.2万 | 7.7万股 | +1,811股+2.35% | 加仓 |
| V先锋领航指数基金VTV |
| 0.67% | 0.64% | $133.2万 | 6,113股 | $119.9万 | 6,113股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPEM |
| 0.58% | 0.56% | $115.8万 | 2.2万股 | $104.9万 | 2.2万股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.55% | 0.53% | $110.4万 | 4,545股 | $98.7万 | 4,545股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.46% | 0.43% | $91.2万 | 1,218股 | $79.3万 | 1,218股 | 00.00% | 持仓不变 |
| BBARCLAYS BANKATMP |
| 0.34% | 0.35% | $67.6万 | 2.0万股 | $64.3万 | 1.9万股 | +907股+4.86% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.3% | 0.28% | $59.2万 | 3,770股 | $52.1万 | 3,770股 | 00.00% | 持仓不变 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.29% | 0.25% | $57.4万 | 6,948股 | $47.2万 | 1,158股 | +5,790股+500.00% | 加仓 |
 摩根大通JPM |
| 0.28% | 0.27% | $56.3万 | 1,719股 | $50.5万 | 1,718股 | +1股+0.06% | 加仓 |
 EquinixEQIX |
| 0.25% | 0.25% | $50.2万 | 482股 | $47.2万 | 482股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.24% | 0.14% | $48.9万 | 1,915股 | $26.0万 | 1,915股 | 00.00% | 持仓不变 |
| CCIGNALIBD |
| 0.23% | 0.24% | $46.2万 | 1,676股 | $44.7万 | 1,676股 | 00.00% | 持仓不变 |
| B纽约梅隆银行BK |
| 0.23% | 0.2% | $45.0万 | 3,112股 | $36.9万 | 3,112股 | 00.00% | 持仓不变 |
 DIGITAL RLTY TR COMDLR |
| 0.2% | 0.22% | $40.5万 | 2,257股 | $40.7万 | 2,257股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.2% | 0.18% | $39.3万 | 525股 | $34.2万 | 524股 | +1股+0.19% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.18% | 0.15% | $35.8万 | 3,504股 | $27.6万 | 3,504股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.18% | 0.14% | $35.5万 | 2,968股 | $25.9万 | 371股 | +2,597股+700.00% | 加仓 |
 罗克韦尔自动化ROK |
| 0.15% | 0.12% | $29.6万 | 598股 | $21.5万 | 598股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.14% | 0.13% | $27.4万 | 1,746股 | $24.1万 | 1,740股 | +6股+0.34% | 加仓 |
| SSPORTRADAR GROUP AG CLASS A ORDSRAD |
| 0.13% | 0.16% | $26.6万 | 1.8万股 | $29.8万 | 1.8万股 | 00.00% | 持仓不变 |
 WP CAREYWPC |
| 0.13% | 0.14% | $26.5万 | 3,655股 | $25.2万 | 3,655股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.12% | 0.13% | $24.3万 | 957股 | $23.4万 | 957股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.12% | 0.1% | $23.2万 | 229股 | $19.4万 | 229股 | 00.00% | 持仓不变 |
 VERISK ANALYTICS COMVRSK |
| 0.11% | 0.13% | $22.1万 | 1,231股 | $23.4万 | 1,231股 | 00.00% | 持仓不变 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 0.11% | 0.19% | $21.7万 | 541股 | $34.8万 | 1,082股 | -541股-50.00% | 减仓 |
 埃克森美孚XOM |
| 0.11% | 0.14% | $21.3万 | 1,561股 | $26.5万 | 1,560股 | +1股+0.06% | 加仓 |
 QUAKER HOUGHTONKWR |
| 0.1% | 0.08% | $19.0万 | 1,197股 | $14.9万 | 1,197股 | 00.00% | 持仓不变 |
 VanEck ETF信托SMH |
| 0.09% | 0.06% | $17.9万 | 273股 | $10.5万 | 273股 | 00.00% | 持仓不变 |
 FICOFICO |
| 0.09% | 0.08% | $17.7万 | 148股 | $15.8万 | 148股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.08% | 0.06% | $16.9万 | 1,436股 | $11.1万 | 1,436股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.08% | 0.08% | $16.9万 | 478股 | $15.7万 | 478股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.08% | 0.03% | $16.7万 | 1,197股 | $5.3万 | 1,197股 | 00.00% | 持仓不变 |
