| V先锋领航斯科茨代尔基金VGIT |
| 11.15% | 12.14% | $11.80亿 | 2,000.8万股 | $11.46亿 | 1,924.8万股 | +75.9万股+3.95% | 加仓 |
| G通用动力VTI |
| 8.98% | 8.85% | $9.50亿 | 256.8万股 | $8.35亿 | 260.3万股 | -3.5万股-1.34% | 减仓 |
| IiShares安硕信托IWV |
| 7.49% | 7.33% | $7.93亿 | 185.9万股 | $6.92亿 | 186.6万股 | -7,012股-0.38% | 减仓 |
| V先锋领航·FTSEVEA |
| 6.13% | 6.32% | $6.49亿 | 910.8万股 | $5.96亿 | 930.4万股 | -19.6万股-2.11% | 减仓 |
| SSPDR标普500 ETFSPY |
| 4.9% | 4.83% | $5.19亿 | 69.4万股 | $4.56亿 | 70.1万股 | -6,796股-0.97% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.26% | 3.18% | $3.46亿 | 1,193.4万股 | $3.00亿 | 1,197.0万股 | -3.6万股-0.30% | 减仓 |
| S嘉信策略信托SCHF |
| 3.25% | 3.27% | $3.44亿 | 1,242.9万股 | $3.09亿 | 1,248.8万股 | -5.8万股-0.47% | 减仓 |
| V先锋领航指数基金VOO |
| 2.78% | 2.81% | $2.94亿 | 42.8万股 | $2.65亿 | 44.3万股 | -1.5万股-3.44% | 减仓 |
| S道富SPYM |
| 2.61% | 2.52% | $2.76亿 | 314.6万股 | $2.38亿 | 310.4万股 | +4.2万股+1.34% | 加仓 |
| SSPDR道富系列信托SPYG |
| 2.17% | 2.01% | $2.30亿 | 193.5万股 | $1.90亿 | 194.0万股 | -5,727股-0.30% | 减仓 |
| V先锋领航白厅基金VYM |
| 2.12% | 2.3% | $2.25亿 | 142.3万股 | $2.17亿 | 146.3万股 | -4.0万股-2.76% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 2.07% | 1.81% | $2.19亿 | 139.5万股 | $1.70亿 | 123.2万股 | +16.2万股+13.18% | 加仓 |
| V先锋领航指数基金VTV |
| 2.04% | 2.11% | $2.16亿 | 99.3万股 | $1.99亿 | 101.4万股 | -2.1万股-2.12% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.03% | 2.06% | $2.15亿 | 359.8万股 | $1.95亿 | 360.2万股 | -3,783股-0.11% | 减仓 |
| IiShares安硕信托IEFA |
| 1.56% | 1.59% | $1.65亿 | 170.8万股 | $1.50亿 | 166.1万股 | +4.7万股+2.82% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.34% | 1.36% | $1.42亿 | 66.5万股 | $1.28亿 | 66.7万股 | -1,313股-0.20% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 1.15% | 1.62% | $1.21亿 | 55.3万股 | $1.53亿 | 79.7万股 | -24.4万股-30.64% | 减仓 |
| IiShares安硕信托AGG |
| 1.07% | 0.2% | $1.13亿 | 114.4万股 | $1,868.1万 | 18.8万股 | +95.5万股+507.74% | 加仓 |
 微软MSFT |
| 1.02% | 0.41% | $1.08亿 | 28.9万股 | $3,908.4万 | 10.6万股 | +18.3万股+173.66% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.98% | 1.19% | $1.04亿 | 137.6万股 | $1.12亿 | 148.4万股 | -10.8万股-7.28% | 减仓 |
| IiShares安硕信托STIP |
| 0.96% | 1.06% | $1.01亿 | 99.0万股 | $1.00亿 | 96.8万股 | +2.2万股+2.25% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.87% | 1.02% | $9,254.1万 | 183.0万股 | $9,630.6万 | 193.0万股 | -10.1万股-5.22% | 减仓 |
| IiShares安硕信托IVV |
| 0.82% | 0.81% | $8,715.7万 | 11.6万股 | $7,612.1万 | 11.7万股 | -153股-0.13% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.77% | 0.68% | $8,156.8万 | 63.8万股 | $6,381.5万 | 58.2万股 | +5.6万股+9.70% | 加仓 |
| V先锋领航指数基金VB |
| 0.62% | 0.61% | $6,521.8万 | 21.5万股 | $5,754.6万 | 22.0万股 | -4,553股-2.07% | 减仓 |
| IiShares安硕信托IVW |
| 0.61% | 0.57% | $6,417.3万 | 46.7万股 | $5,336.1万 | 47.2万股 | -5,150股-1.09% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.6% | 0.57% | $6,340.3万 | 61.0万股 | $5,395.1万 | 55.5万股 | +5.5万股+9.88% | 加仓 |
 XPELXPEL |
| 0.58% | 0.58% | $6,158.0万 | 124.2万股 | $5,495.1万 | 124.2万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGLT |
| 0.57% | 0.6% | $6,041.8万 | 109.5万股 | $5,669.7万 | 102.4万股 | +7.1万股+6.90% | 加仓 |
 LPL金融LPLA |
| 0.57% | 0.05% | $6,014.2万 | 21.4万股 | $456.1万 | 1.5万股 | +19.8万股+1,308.29% | 加仓 |
| V先锋领航全球基金VDE |
| 0.53% | 0.68% | $5,586.1万 | 37.2万股 | $6,375.6万 | 36.8万股 | +3,636股+0.99% | 加仓 |
 苹果AAPL |
| 0.52% | 0.53% | $5,511.9万 | 19.0万股 | $5,046.9万 | 19.9万股 | -8,371股-4.21% | 减仓 |
 NEW YORK TIMES MTN BENYT |
| 0.52% | 0.7% | $5,507.8万 | 78.7万股 | $6,654.4万 | 79.5万股 | -7,686股-0.97% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.49% | 0.46% | $5,173.0万 | 39.1万股 | $4,384.5万 | 39.1万股 | +652股+0.17% | 加仓 |
| IiShares安硕IEMG |
| 0.48% | 0.44% | $5,030.4万 | 60.7万股 | $4,196.7万 | 60.2万股 | +5,570股+0.93% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.43% | 0.45% | $4,562.4万 | 47.3万股 | $4,207.4万 | 47.4万股 | -1,211股-0.26% | 减仓 |
| V先锋领航白厅基金VNQ |
| 0.4% | 0.6% | $4,235.8万 | 45.4万股 | $5,687.4万 | 64.3万股 | -18.9万股-29.45% | 减仓 |
| V先锋领航指数基金VV |
| 0.37% | 0.36% | $3,869.0万 | 11.2万股 | $3,360.4万 | 11.2万股 | +54股+0.05% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.36% | 0.33% | $3,837.9万 | 20.4万股 | $3,158.8万 | 20.4万股 | +395股+0.19% | 加仓 |
| PPTC COMPTC |
| 0.36% | — | $3,791.2万 | 33.4万股 | $0 | 0股 | +33.4万股 | 新买入 |
| EENERGY TRANSFER L PET |
| 0.35% | 0.02% | $3,714.8万 | 194.3万股 | $191.3万 | 9.9万股 | +184.4万股+1,859.82% | 加仓 |
| IiShares安硕·COREIJH |
| 0.34% | 0.37% | $3,642.0万 | 47.2万股 | $3,483.7万 | 51.6万股 | -4.4万股-8.45% | 减仓 |
 摩根大通JPM |
| 0.34% | 0.34% | $3,564.7万 | 10.9万股 | $3,231.2万 | 11.0万股 | -942股-0.86% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.34% | 0.33% | $3,559.3万 | 43.2万股 | $3,149.3万 | 43.9万股 | -6,774股-1.54% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.33% | 0.32% | $3,544.3万 | 28.5万股 | $3,035.9万 | 7.1万股 | +21.4万股+300.91% | 加仓 |
 博通AVGO |
| 0.33% | 0.32% | $3,498.6万 | 9.3万股 | $2,986.3万 | 9.6万股 | -3,867股-4.01% | 减仓 |
 阿里拉姆制药ALNY |
| 0.33% | 0.52% | $3,478.4万 | 11.6万股 | $4,948.1万 | 15.0万股 | -3.4万股-22.73% | 减仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 0.32% | 0.39% | $3,385.7万 | 213.2万股 | $3,724.1万 | 215.0万股 | -1.8万股-0.84% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.29% | 0.33% | $3,094.0万 | 4.4万股 | $3,104.8万 | 5.0万股 | -6,350股-12.61% | 减仓 |
| I景顺QQQ信托VOO |
| 0.29% | 0.29% | $3,089.2万 | 4.2万股 | $2,719.4万 | 4.7万股 | -5,166股-10.96% | 减仓 |
