| IiShares安硕信托AGG |
| 8.09% | 8.91% | $9,873.9万 | 101.8万股 | $9,961.5万 | 103.4万股 | -1.6万股-1.54% | 减仓 |
| SSPDR标普500 ETFSPY |
| 5.8% | 6.31% | $7,076.7万 | 18.5万股 | $7,056.1万 | 19.8万股 | -1.3万股-6.33% | 减仓 |
| V先锋领航指数基金VOO |
| 5.39% | 5.17% | $6,579.6万 | 18.7万股 | $5,779.2万 | 17.6万股 | +1.1万股+6.38% | 加仓 |
| V先锋领航·FTSEVEA |
| 4.29% | 3% | $5,228.6万 | 124.6万股 | $3,354.7万 | 92.3万股 | +32.3万股+35.03% | 加仓 |
| IiShares安硕信托IVV |
| 3.29% | 3.8% | $4,009.8万 | 10.4万股 | $4,246.7万 | 11.8万股 | -1.4万股-11.86% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 2.93% | 2.59% | $3,569.3万 | 50.7万股 | $2,894.8万 | 43.4万股 | +7.3万股+16.75% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.74% | 2.93% | $3,342.8万 | 67.5万股 | $3,278.4万 | 68.1万股 | -5,565股-0.82% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 2.53% | 2.76% | $3,082.6万 | 35.8万股 | $3,087.5万 | 39.1万股 | -3.4万股-8.63% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.89% | 1.49% | $2,308.4万 | 27.2万股 | $1,661.2万 | 21.3万股 | +5.9万股+27.41% | 加仓 |
 苹果AAPL |
| 1.87% | 2.19% | $2,281.3万 | 17.6万股 | $2,444.1万 | 17.7万股 | -1,274股-0.72% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 1.76% | 1.73% | $2,143.8万 | 33.5万股 | $1,930.9万 | 33.4万股 | +1,598股+0.48% | 加仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 1.64% | 1.99% | $1,996.7万 | 73.9万股 | $2,228.3万 | 85.0万股 | -11.1万股-13.01% | 减仓 |
| S嘉信策略信托SCHF |
| 1.63% | 1.31% | $1,988.5万 | 61.7万股 | $1,458.9万 | 51.9万股 | +9.9万股+19.03% | 加仓 |
| V先锋领航指数基金VXF |
| 1.63% | 2.17% | $1,983.5万 | 14.9万股 | $2,430.3万 | 19.1万股 | -4.2万股-21.92% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.54% | 1.4% | $1,879.7万 | 6.1万股 | $1,561.9万 | 5.8万股 | +2,359股+4.03% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 1.5% | <0.01% | $1,831.0万 | 92.1万股 | $1.7万 | 850股 | +92.0万股+108,199.76% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.49% | 1.44% | $1,812.3万 | 27.5万股 | $1,611.9万 | 27.5万股 | -982股-0.36% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 1.37% | 1.4% | $1,673.9万 | 36.8万股 | $1,560.5万 | 39.0万股 | -2.2万股-5.67% | 减仓 |
| IiShares安硕信托GVI |
| 1.32% | 1.2% | $1,607.5万 | 15.2万股 | $1,341.7万 | 13.1万股 | +2.2万股+16.48% | 加仓 |
| G通用动力VTI |
| 1.19% | 1.23% | $1,448.6万 | 7.6万股 | $1,375.1万 | 7.7万股 | -853股-1.11% | 减仓 |
| IiShares安硕信托AOK |
| 1.12% | 1.25% | $1,361.2万 | 40.5万股 | $1,395.0万 | 42.8万股 | -2.3万股-5.30% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 1.05% | 0.97% | $1,279.4万 | 25.5万股 | $1,085.9万 | 24.5万股 | +1.0万股+4.24% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.02% | 0.76% | $1,244.1万 | 8.8万股 | $849.1万 | 6.7万股 | +2.1万股+32.03% | 加仓 |
 家得宝HD |
| 0.95% | 0.91% | $1,156.9万 | 3.7万股 | $1,016.4万 | 3.7万股 | -204股-0.55% | 减仓 |
 联合健康UNH |
| 0.86% | 0.91% | $1,050.4万 | 2.0万股 | $1,015.3万 | 2.0万股 | -293股-1.46% | 减仓 |
 VisaV |
| 0.82% | 0.78% | $1,003.8万 | 4.8万股 | $874.1万 | 4.9万股 | -884股-1.80% | 减仓 |
| IiShares安硕·COREIJR |
| 0.8% | 0.86% | $976.3万 | 10.3万股 | $965.9万 | 11.1万股 | -7,631股-6.89% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.8% | 0.3% | $974.0万 | 7.8万股 | $334.5万 | 3.0万股 | +4.8万股+159.51% | 加仓 |
 DANAHER DEL COMDHR |
| 0.78% | 0.84% | $948.2万 | 3.6万股 | $934.2万 | 3.6万股 | -445股-1.23% | 减仓 |
 辉瑞PFE |
| 0.75% | 0.7% | $918.0万 | 17.9万股 | $784.9万 | 17.9万股 | -216股-0.12% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.74% | 0.65% | $904.8万 | 2.0万股 | $732.0万 | 1.8万股 | +2,211股+12.13% | 加仓 |
| V先锋领航·TOTALBND |
| 0.72% | 0.74% | $879.8万 | 12.2万股 | $825.5万 | 11.6万股 | +6,738股+5.82% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.7% | 0.72% | $858.1万 | 17.0万股 | $801.0万 | 15.9万股 | +1.1万股+7.00% | 加仓 |
 微软MSFT |
| 0.67% | 0.74% | $821.1万 | 3.4万股 | $822.8万 | 3.5万股 | -1,093股-3.09% | 减仓 |
 亚马逊AMZN |
| 0.67% | 1.06% | $814.0万 | 9.7万股 | $1,185.0万 | 10.5万股 | -7,958股-7.59% | 减仓 |
 谷歌AGOOGL |
| 0.65% | 0.82% | $793.7万 | 9.0万股 | $917.9万 | 9.6万股 | -6,003股-6.26% | 减仓 |
 埃森哲ACN |
| 0.59% | 0.62% | $718.6万 | 2.7万股 | $692.4万 | 2.7万股 | +19股+0.07% | 加仓 |
| V先锋领航·MIDVO |
| 0.56% | 0.56% | $687.6万 | 3.4万股 | $624.6万 | 3.3万股 | +508股+1.53% | 加仓 |
 TJXTJX |
| 0.55% | 0.48% | $665.9万 | 8.4万股 | $533.3万 | 8.6万股 | -2,210股-2.57% | 减仓 |
 摩根大通JPM |
| 0.55% | 0.46% | $665.5万 | 5.0万股 | $519.8万 | 5.0万股 | -116股-0.23% | 减仓 |
| I景顺自营指数基金BSCR |
| 0.54% | 0.6% | $655.3万 | 34.5万股 | $669.3万 | 36.0万股 | -1.5万股-4.07% | 减仓 |
| N新纪元能源NEE |
| 0.53% | 0.56% | $649.2万 | 7.8万股 | $625.6万 | 8.0万股 | -2,137股-2.68% | 减仓 |
 Roper科技ROP |
| 0.53% | 0.5% | $647.2万 | 1.5万股 | $556.4万 | 1.5万股 | -491股-3.17% | 减仓 |
 加拿大国家铁路CNI |
| 0.52% | 0.52% | $639.8万 | 5.4万股 | $586.7万 | 5.4万股 | -513股-0.94% | 减仓 |
| V先锋领航指数基金VB |
| 0.51% | 0.54% | $623.1万 | 3.4万股 | $602.1万 | 3.5万股 | -1,279股-3.63% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.49% | 0.4% | $596.4万 | 3.9万股 | $448.3万 | 3.3万股 | +6,111股+18.42% | 加仓 |
 雅培ABT |
| 0.47% | 0.47% | $577.3万 | 5.3万股 | $527.3万 | 5.4万股 | -1,909股-3.50% | 减仓 |
 史赛克SYK |
| 0.46% | 0.42% | $558.2万 | 2.3万股 | $466.4万 | 2.3万股 | -193股-0.84% | 减仓 |
 耐克NKE |
| 0.44% | 0.38% | $537.3万 | 4.6万股 | $423.3万 | 5.1万股 | -5,000股-9.82% | 减仓 |
 迪士尼DIS |
| 0.44% | 0.63% | $532.9万 | 6.1万股 | $702.7万 | 7.4万股 | -1.3万股-17.66% | 减仓 |
