| V先锋领航指数基金VOO |
| 50.4% | 49.43% | $8,624.6万 | 12.6万股 | $7,613.8万 | 12.7万股 | -1,841股-1.44% | 减仓 |
| V先锋领航·MIDVO |
| 26.26% | 26.15% | $4,494.1万 | 55.8万股 | $4,027.4万 | 14.0万股 | +41.8万股+297.74% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 8.31% | 8.18% | $1,422.3万 | 54.4万股 | $1,259.3万 | 53.2万股 | +1.1万股+2.11% | 加仓 |
| V先锋领航债券指数基金BSV |
| 6.77% | 7.2% | $1,158.4万 | 14.9万股 | $1,108.4万 | 14.1万股 | +7,326股+5.18% | 加仓 |
| IiShares安硕信托IVV |
| 4.77% | 5.21% | $815.5万 | 1.1万股 | $802.5万 | 1.2万股 | -1,396股-11.36% | 减仓 |
 宣伟SHW |
| 1.12% | 1.15% | $191.4万 | 5,558股 | $177.4万 | 5,534股 | +24股+0.43% | 加仓 |
| IiShares安硕信托AOA |
| 0.48% | 0.45% | $81.3万 | 8,331股 | $69.2万 | 7,821股 | +510股+6.52% | 加仓 |
| IiShares安硕信托AOR |
| 0.47% | 0.47% | $80.7万 | 1.2万股 | $72.5万 | 1.1万股 | +353股+3.13% | 加仓 |
 亚马逊AMZN |
| 0.37% | 0.37% | $64.0万 | 2,684股 | $57.0万 | 2,736股 | -52股-1.90% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.36% | 0.46% | $62.2万 | 6,450股 | $70.3万 | 7,931股 | -1,481股-18.67% | 减仓 |
 PROGRESSIVEPGR |
| 0.24% | 0.24% | $40.9万 | 1,874股 | $37.1万 | 1,870股 | +4股+0.21% | 加仓 |
| N新纪元能源NEE |
| 0.2% | 0.24% | $34.9万 | 3,971股 | $37.6万 | 4,053股 | -82股-2.02% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.12% | — | $20.9万 | 664股 | $0 | 0股 | +664股 | 新买入 |
 微软MSFT |
| 0.12% | 0.16% | $20.5万 | 550股 | $24.2万 | 655股 | -105股-16.03% | 减仓 |
