| G通用动力VTI |
| 7.54% | 8.03% | $4,662.9万 | 12.6万股 | $3,477.3万 | 10.8万股 | +1.8万股+16.26% | 加仓 |
| V先锋领航·TOTALBND |
| 6.73% | 0.76% | $4,160.5万 | 56.7万股 | $329.5万 | 4.5万股 | +52.2万股+1,166.90% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.97% | 1.4% | $3,690.8万 | 51.8万股 | $605.0万 | 9.4万股 | +42.4万股+448.62% | 加仓 |
| V先锋领航指数基金VTV |
| 5.23% | 6.66% | $3,236.3万 | 14.9万股 | $2,886.5万 | 14.7万股 | +1,379股+0.94% | 加仓 |
 苹果AAPL |
| 4.19% | 5.31% | $2,595.1万 | 9.0万股 | $2,299.0万 | 9.1万股 | -902股-1.00% | 减仓 |
| V先锋领航指数基金VOO |
| 3.94% | 0.88% | $2,435.3万 | 3.5万股 | $383.2万 | 6,414股 | +2.9万股+452.82% | 加仓 |
| V先锋领航全球基金VGT |
| 2.59% | 2.68% | $1,604.5万 | 13.4万股 | $1,160.1万 | 1.7万股 | +11.8万股+707.37% | 加仓 |
| V先锋领航指数基金VUG |
| 2.39% | 2.62% | $1,479.4万 | 17.2万股 | $1,132.9万 | 2.6万股 | +14.6万股+562.15% | 加仓 |
| V先锋领航白厅基金VYM |
| 2.38% | 1.48% | $1,474.0万 | 9.3万股 | $640.5万 | 4.3万股 | +5.0万股+115.65% | 加仓 |
| IINVESCO S&P 500 DOWNSIDE HEDGED ETFPHDG |
| 1.73% | 2.7% | $1,072.6万 | 26.2万股 | $1,171.7万 | 31.0万股 | -4.8万股-15.51% | 减仓 |
 强生JNJ |
| 1.48% | 2.06% | $914.9万 | 3.6万股 | $890.4万 | 3.6万股 | -400股-1.10% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.45% | 0.51% | $898.0万 | 3.8万股 | $221.1万 | 1.0万股 | +2.8万股+269.15% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 1.45% | 0.79% | $897.8万 | 10.7万股 | $340.8万 | 4.5万股 | +6.2万股+136.28% | 加仓 |
| V先锋领航·MIDVO |
| 1.44% | 1.81% | $891.0万 | 11.1万股 | $782.7万 | 2.7万股 | +8.3万股+305.78% | 加仓 |
| V先锋领航指数基金VB |
| 1.41% | 1.69% | $873.5万 | 2.9万股 | $733.6万 | 2.8万股 | +809股+2.89% | 加仓 |
 微软MSFT |
| 1.41% | 2.02% | $870.9万 | 2.3万股 | $873.3万 | 2.4万股 | -243股-1.03% | 减仓 |
 摩根大通JPM |
| 1.39% | 1.8% | $862.8万 | 2.6万股 | $778.2万 | 2.6万股 | -95股-0.36% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.35% | 0.08% | $834.6万 | 14.0万股 | $35.3万 | 6,525股 | +13.3万股+2,042.94% | 加仓 |
 联合太平洋铁路UNP |
| 1.28% | 1.67% | $794.2万 | 2.9万股 | $724.7万 | 3.0万股 | -670股-2.24% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.26% | 1.72% | $780.7万 | 1.6万股 | $746.4万 | 1.6万股 | +26股+0.17% | 加仓 |
 万事达MA |
| 1.21% | 1.68% | $748.3万 | 1.5万股 | $728.0万 | 1.5万股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 1.2% | 1.78% | $739.9万 | 5.8万股 | $772.5万 | 5.9万股 | -545股-0.92% | 减仓 |
 NORTHWESTERN ENERGY INNWE |
| 1.18% | 1.58% | $728.5万 | 10.2万股 | $683.0万 | 10.4万股 | -1,876股-1.81% | 减仓 |
| V先锋领航白厅基金VYMI |
| 1.13% | 1.67% | $698.6万 | 7.1万股 | $724.5万 | 7.7万股 | -5,732股-7.46% | 减仓 |
 南方电力SO |
| 1.11% | 1.73% | $684.0万 | 7.1万股 | $747.6万 | 7.7万股 | -5,996股-7.74% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 1.1% | 1.54% | $681.5万 | 9.1万股 | $666.6万 | 9.1万股 | -150股-0.16% | 减仓 |
| S道富SPMD |
| 1.07% | — | $662.6万 | 9.8万股 | $0 | 0股 | +9.8万股 | 新买入 |
| IiShares安硕信托IVV |
| 1.01% | 0.53% | $627.3万 | 8,376股 | $229.3万 | 3,511股 | +4,865股+138.56% | 加仓 |
 宝洁PG |
| 1% | 1.42% | $621.1万 | 4.2万股 | $614.5万 | 4.3万股 | -192股-0.45% | 减仓 |
 雷神技术RTX |
| 1% | 1.46% | $621.0万 | 3.3万股 | $634.1万 | 3.3万股 | -139股-0.42% | 减仓 |
 XCEL ENERGY COMXEL |
| 0.94% | 1.35% | $583.8万 | 7.3万股 | $584.9万 | 7.4万股 | -931股-1.26% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 0.92% | 0.4% | $571.6万 | 13.5万股 | $173.9万 | 4.1万股 | +9.4万股+228.79% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.8% | 1.06% | $492.9万 | 1.6万股 | $458.5万 | 1.7万股 | -349股-2.07% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.77% | 0.84% | $475.3万 | 11.5万股 | $363.8万 | 9.3万股 | +2.2万股+23.39% | 加仓 |
 麦当劳MCD |
| 0.72% | 1.13% | $448.4万 | 1.7万股 | $488.2万 | 1.6万股 | +877股+5.58% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.69% | 0.84% | $428.5万 | 2.0万股 | $364.4万 | 1.9万股 | +1,150股+6.06% | 加仓 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 0.68% | 0.99% | $422.4万 | 5.2万股 | $429.1万 | 5.3万股 | -963股-1.82% | 减仓 |
 美国合众银行USB |
| 0.63% | 0.78% | $390.1万 | 6.5万股 | $337.2万 | 6.5万股 | -225股-0.35% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.61% | 0.56% | $375.2万 | 9.3万股 | $242.1万 | 7.2万股 | +2.2万股+30.50% | 加仓 |
| PPacer基金信托COWZ |
| 0.57% | 0.85% | $350.0万 | 5.6万股 | $366.6万 | 5.9万股 | -2,349股-4.01% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.56% | 0.58% | $345.4万 | 6.1万股 | $249.1万 | 4.4万股 | +1.7万股+39.13% | 加仓 |
| S道富SPSM |
| 0.53% | — | $330.6万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
 可口可乐KO |
| 0.53% | 0.72% | $329.9万 | 4.1万股 | $311.2万 | 4.1万股 | -330股-0.81% | 减仓 |
 AMGEN COMAMGN |
| 0.52% | 0.73% | $322.4万 | 8,903股 | $314.8万 | 8,950股 | -47股-0.53% | 减仓 |
 亚马逊AMZN |
| 0.51% | 0.63% | $316.8万 | 1.3万股 | $274.1万 | 1.3万股 | +133股+1.01% | 加仓 |
 CSX铁路CSX |
| 0.51% | 0.64% | $315.8万 | 6.6万股 | $275.6万 | 6.7万股 | -695股-1.04% | 减仓 |
 艾默生电气EMR |
| 0.5% | 0.66% | $309.5万 | 2.2万股 | $287.8万 | 2.2万股 | -351股-1.60% | 减仓 |
| FFIRST TRUST INDXX NEXTG ETFNXTG |
| 0.48% | 0.5% | $299.6万 | 2.0万股 | $218.7万 | 2.0万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.48% | 0.78% | $296.9万 | 2.2万股 | $339.6万 | 2.2万股 | +55股+0.25% | 加仓 |
 EVERGY COMEVRG |
| 0.47% | 0.64% | $291.0万 | 3.4万股 | $278.9万 | 3.4万股 | -373股-1.10% | 减仓 |
