| SSPDR标普500 ETFSPY |
| 20.4% | 19.71% | $9,913.0万 | 13.3万股 | $8,499.6万 | 13.1万股 | +2,052股+1.57% | 加仓 |
| V先锋领航白厅基金VYM |
| 7.11% | 7.34% | $3,454.6万 | 21.9万股 | $3,166.4万 | 21.4万股 | +4,799股+2.24% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 5.41% | 6.26% | $2,629.5万 | 31.8万股 | $2,701.2万 | 32.6万股 | -8,282股-2.54% | 减仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 3.69% | 3.85% | $1,791.1万 | 23.8万股 | $1,661.8万 | 22.2万股 | +1.6万股+7.02% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 3.21% | 3.18% | $1,560.2万 | 18.6万股 | $1,371.5万 | 18.3万股 | +3,665股+2.01% | 加仓 |
| I景顺QQQ信托VOO |
| 2.9% | 2.57% | $1,409.9万 | 1.9万股 | $1,107.7万 | 1.9万股 | -46股-0.24% | 减仓 |
| S道富SPSM |
| 2.18% | 2.02% | $1,060.7万 | 18.4万股 | $873.2万 | 18.1万股 | +3,214股+1.78% | 加仓 |
| S道富SPMD |
| 2.13% | 2.01% | $1,033.5万 | 15.3万股 | $864.9万 | 14.6万股 | +6,927股+4.74% | 加仓 |
 COASTALSOUTH BANCSHARES INC COM NEWCOSO |
| 1.97% | 2.06% | $956.9万 | 35.6万股 | $886.6万 | 36.1万股 | -4,172股-1.16% | 减仓 |
| V先锋领航全球基金VAW |
| 1.91% | — | $925.8万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| IiShares安硕信托TLT |
| 1.43% | 1.46% | $692.7万 | 8.0万股 | $629.9万 | 7.3万股 | +7,489股+10.31% | 加仓 |
 微软MSFT |
| 1.28% | 1.35% | $620.4万 | 1.7万股 | $583.3万 | 1.6万股 | +875股+5.55% | 加仓 |
| V先锋领航·MIDVO |
| 1.22% | 1.19% | $593.5万 | 7.4万股 | $513.3万 | 1.8万股 | +5.6万股+312.13% | 加仓 |
 英伟达NVDA |
| 1.18% | 1.18% | $574.9万 | 2.9万股 | $507.2万 | 2.9万股 | -350股-1.20% | 减仓 |
| SSPDR道富系列信托BIL |
| 1.17% | 0.56% | $566.2万 | 6.2万股 | $241.9万 | 2.6万股 | +3.5万股+134.09% | 加仓 |
| VVANECK ETF TR VANECK BDC INCOME ETFBIZD |
| 1.15% | 1.24% | $559.1万 | 44.2万股 | $536.6万 | 41.9万股 | +2.2万股+5.34% | 加仓 |
 苹果AAPL |
| 0.95% | 0.94% | $462.8万 | 1.6万股 | $404.7万 | 1.6万股 | +45股+0.28% | 加仓 |
| V先锋领航全球基金VIS |
| 0.89% | 0.85% | $432.2万 | 1.2万股 | $367.1万 | 1.2万股 | +235股+2.00% | 加仓 |
| VVanEck ETF信托GDX |
| 0.82% | 0.64% | $400.2万 | 5.3万股 | $275.5万 | 3.0万股 | +2.3万股+76.68% | 加仓 |
| G通用动力VTI |
| 0.76% | 0.74% | $371.1万 | 1.0万股 | $320.7万 | 9,996股 | +34股+0.34% | 加仓 |
 谷歌AGOOGL |
| 0.74% | 0.65% | $358.1万 | 1.0万股 | $282.0万 | 9,808股 | +212股+2.16% | 加仓 |
| AALPS ETF信托AMLP |
| 0.71% | 0.78% | $342.8万 | 6.6万股 | $337.3万 | 6.4万股 | +2,030股+3.17% | 加仓 |
 强生JNJ |
| 0.65% | 0.71% | $314.2万 | 1.2万股 | $308.2万 | 1.3万股 | -238股-1.89% | 减仓 |
 博通AVGO |
| 0.64% | 0.58% | $309.7万 | 8,199股 | $249.4万 | 8,058股 | +141股+1.75% | 加仓 |
 雪佛龙CVX |
| 0.62% | 0.84% | $300.5万 | 1.8万股 | $363.9万 | 1.8万股 | +542股+3.08% | 加仓 |
 思科CSCO |
| 0.61% | 0.52% | $294.8万 | 2.5万股 | $225.0万 | 2.9万股 | -3,905股-13.46% | 减仓 |
 摩根大通JPM |
| 0.58% | 0.58% | $283.7万 | 8,667股 | $251.1万 | 8,535股 | +132股+1.55% | 加仓 |
 埃克森美孚XOM |
| 0.58% | 0.82% | $281.5万 | 2.1万股 | $352.1万 | 2.1万股 | -166股-0.80% | 减仓 |
 AMERICOLD REALTY TRUSTCOLD |
| 0.55% | 0.44% | $268.6万 | 17.1万股 | $187.9万 | 16.4万股 | +6,938股+4.23% | 加仓 |
 SAFEHOLDSAFE |
| 0.55% | 0.52% | $266.9万 | 17.0万股 | $222.8万 | 16.5万股 | +5,355股+3.25% | 加仓 |
 亚马逊AMZN |
| 0.54% | 0.5% | $264.2万 | 1.1万股 | $216.7万 | 1.0万股 | +680股+6.54% | 加仓 |
| Q高通QCOM |
| 0.54% | 0.44% | $262.7万 | 1.4万股 | $189.4万 | 1.5万股 | -489股-3.33% | 减仓 |
 康菲石油COP |
| 0.54% | 0.78% | $262.2万 | 2.5万股 | $335.8万 | 2.5万股 | -217股-0.85% | 减仓 |
 杜克能源DUK |
| 0.52% | 0.58% | $250.6万 | 2.0万股 | $251.9万 | 1.9万股 | +557股+2.90% | 加仓 |
| BBANK OF AMERBAC |
| 0.51% | 0.54% | $249.2万 | 4.4万股 | $231.9万 | 4.8万股 | -3,822股-8.04% | 减仓 |
| IiShares安硕信托PFF |
| 0.5% | 0.48% | $244.9万 | 8.0万股 | $206.7万 | 6.8万股 | +1.2万股+17.79% | 加仓 |
 美光科技MU |
| 0.48% | 0.18% | $233.7万 | 2,025股 | $78.2万 | 2,315股 | -290股-12.53% | 减仓 |
 联合健康UNH |
| 0.48% | 0.34% | $232.0万 | 5,582股 | $145.0万 | 5,360股 | +222股+4.14% | 加仓 |
 星巴克SBUX |
| 0.48% | 0.47% | $231.0万 | 2.3万股 | $201.0万 | 2.2万股 | +162股+0.72% | 加仓 |
 默沙东MRK |
| 0.46% | 0.48% | $224.1万 | 1.7万股 | $206.6万 | 1.7万股 | +262股+1.53% | 加仓 |
 FRANCO NEVFNV |
| 0.44% | 0.57% | $212.8万 | 1.0万股 | $247.3万 | 1.0万股 | +201股+2.01% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.44% | 0.44% | $212.0万 | 1.2万股 | $189.3万 | 1.1万股 | +270股+2.36% | 加仓 |
 摩根士丹利MS |
| 0.42% | 0.37% | $203.2万 | 9,723股 | $158.7万 | 9,646股 | +77股+0.80% | 加仓 |
| IiShares安硕信托LQD |
| 0.41% | 0.45% | $197.2万 | 1.8万股 | $193.0万 | 1.8万股 | +373股+2.11% | 加仓 |
 CHUBB LIMITEDCB |
| 0.4% | 0.43% | $195.0万 | 5,724股 | $184.3万 | 5,655股 | +69股+1.22% | 加仓 |
 艾伯维ABBV |
| 0.4% | 0.39% | $194.3万 | 7,720股 | $167.5万 | 7,702股 | +18股+0.23% | 加仓 |
 PALO ALTOPANW |
| 0.39% | 0.21% | $191.4万 | 5,614股 | $88.4万 | 5,517股 | +97股+1.76% | 加仓 |
| V先锋领航指数基金VB |
| 0.38% | 0.37% | $186.4万 | 6,150股 | $161.5万 | 6,167股 | -17股-0.28% | 减仓 |
 家得宝HD |
| 0.37% | 0.4% | $178.5万 | 5,062股 | $170.7万 | 5,189股 | -127股-2.45% | 减仓 |
| C花旗集团C |
| 0.37% | 0.39% | $178.3万 | 1.3万股 | $166.3万 | 1.5万股 | -1,922股-13.11% | 减仓 |
