| V先锋领航指数基金VOO |
| 19.21% | 18.85% | $1.34亿 | 19.4万股 | $1.16亿 | 19.5万股 | -150股-0.08% | 减仓 |
| IiShares安硕信托AGG |
| 14.1% | 15.64% | $9,803.7万 | 99.0万股 | $9,650.1万 | 97.2万股 | +1.8万股+1.89% | 加仓 |
| G通用动力VTI |
| 12.63% | 11.85% | $8,782.3万 | 23.7万股 | $7,310.3万 | 22.8万股 | +9,463股+4.15% | 加仓 |
| IiShares安硕信托IEFA |
| 5.62% | 5.59% | $3,911.2万 | 40.5万股 | $3,448.9万 | 38.1万股 | +2.4万股+6.30% | 加仓 |
| V先锋领航·FTSEVEA |
| 5.33% | 5.42% | $3,709.4万 | 52.1万股 | $3,347.8万 | 52.2万股 | -1,816股-0.35% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 4.73% | 4.24% | $3,291.9万 | 26.5万股 | $2,615.7万 | 6.1万股 | +20.4万股+332.18% | 加仓 |
| V先锋领航指数基金VTV |
| 3.38% | 3.29% | $2,353.9万 | 10.8万股 | $2,031.9万 | 10.4万股 | +4,452股+4.30% | 加仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 2.83% | 3.19% | $1,968.3万 | 37.0万股 | $1,967.7万 | 37.2万股 | -2,269股-0.61% | 减仓 |
| V先锋领航指数基金VXF |
| 2.48% | 2.36% | $1,723.6万 | 7.0万股 | $1,455.3万 | 7.1万股 | -709股-1.00% | 减仓 |
| SSPDR道富指数基金SPEM |
| 1.94% | 1.89% | $1,352.0万 | 26.1万股 | $1,167.6万 | 24.9万股 | +1.2万股+4.90% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.82% | 1.86% | $1,267.9万 | 21.2万股 | $1,148.7万 | 21.3万股 | -120股-0.06% | 减仓 |
| IiShares安硕·COREIJH |
| 1.82% | 1.84% | $1,263.3万 | 16.4万股 | $1,135.7万 | 16.8万股 | -4,350股-2.59% | 减仓 |
| PPimco Active Bond ETFBOND |
| 1.68% | 1.46% | $1,170.0万 | 12.7万股 | $898.0万 | 9.7万股 | +3.0万股+30.38% | 加仓 |
 苹果AAPL |
| 1.47% | 1.61% | $1,021.1万 | 3.5万股 | $990.8万 | 3.9万股 | -3,749股-9.60% | 减仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 1.18% | 1.27% | $823.7万 | 37.0万股 | $785.9万 | 35.2万股 | +1.8万股+5.04% | 加仓 |
| C资本集团股息价值CCBG |
| 1.05% | 0.98% | $733.0万 | 14.9万股 | $605.4万 | 14.2万股 | +6,434股+4.52% | 加仓 |
| IiShares安硕·COREIJR |
| 0.97% | 0.87% | $673.0万 | 4.5万股 | $534.6万 | 4.3万股 | +2,373股+5.52% | 加仓 |
| IiShares安硕信托IVV |
| 0.95% | 0.93% | $657.6万 | 8,781股 | $573.1万 | 8,773股 | +8股+0.09% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.76% | 0.76% | $530.7万 | 3.4万股 | $466.4万 | 3.4万股 | +96股+0.28% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.71% | 0.66% | $491.9万 | 1.4万股 | $405.9万 | 1.4万股 | -228股-1.61% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.64% | 0.65% | $445.6万 | 5,966股 | $398.7万 | 6,130股 | -164股-2.68% | 减仓 |
| IiShares安硕·ESGEFA |
| 0.58% | 0.58% | $405.0万 | 3.9万股 | $358.3万 | 3.7万股 | +1,922股+5.13% | 加仓 |
 微软MSFT |
| 0.58% | 0.66% | $403.5万 | 1.1万股 | $404.7万 | 1.1万股 | -115股-1.05% | 减仓 |
 亚马逊AMZN |
| 0.57% | 0.58% | $395.5万 | 1.7万股 | $356.5万 | 1.7万股 | -525股-3.07% | 减仓 |
| V先锋领航·MIDVO |
| 0.55% | 0.53% | $383.2万 | 4.8万股 | $325.7万 | 1.1万股 | +3.6万股+319.30% | 加仓 |
 谷歌AGOOGL |
| 0.48% | 0.44% | $331.5万 | 9,275股 | $271.8万 | 9,452股 | -177股-1.87% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.48% | 0.48% | $330.6万 | 1.4万股 | $299.3万 | 1.4万股 | +57股+0.41% | 加仓 |
| S道富·EET SPDR S&P 500 ESG ETFEFIV |
| 0.48% | 0.46% | $330.4万 | 4.5万股 | $281.3万 | 4.5万股 | +705股+1.58% | 加仓 |
| I景顺QQQ信托VOO |
| 0.47% | 0.42% | $330.2万 | 4,483股 | $257.5万 | 4,460股 | +23股+0.52% | 加仓 |
| IiShares安硕信托EFG |
| 0.42% | 0.43% | $294.7万 | 2.4万股 | $267.1万 | 2.4万股 | -291股-1.21% | 减仓 |
 摩根大通JPM |
| 0.4% | 0.41% | $279.3万 | 8,532股 | $251.0万 | 8,532股 | 00.00% | 持仓不变 |
| IiShares安硕ESGE |
| 0.4% | 0.38% | $278.2万 | 5.1万股 | $233.5万 | 5.1万股 | -480股-0.93% | 减仓 |
| V先锋领航全球基金VGT |
| 0.39% | 0.31% | $268.3万 | 2.2万股 | $189.1万 | 2,709股 | +2.0万股+728.68% | 加仓 |
 Meta平台META |
| 0.37% | 0.42% | $256.7万 | 4,556股 | $260.6万 | 4,554股 | +2股+0.04% | 加仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 0.36% | 0.35% | $249.1万 | 5.6万股 | $218.2万 | 5.7万股 | -795股-1.40% | 减仓 |
 联合健康UNH |
| 0.35% | 0.26% | $242.1万 | 5,824股 | $159.6万 | 5,897股 | -73股-1.24% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.31% | 0.33% | $216.6万 | 2.5万股 | $201.1万 | 2.6万股 | -755股-2.89% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.3% | 0.34% | $207.2万 | 4,141股 | $208.8万 | 4,356股 | -215股-4.94% | 减仓 |
| IiShares安硕信托IWD |
| 0.29% | 0.35% | $203.4万 | 8,391股 | $218.9万 | 1.0万股 | -1,856股-18.11% | 减仓 |
 沃尔玛WMT |
| 0.27% | 0.37% | $190.2万 | 1.7万股 | $230.2万 | 1.9万股 | -1,733股-9.36% | 减仓 |
 英伟达NVDA |
| 0.27% | 0.41% | $187.8万 | 9,386股 | $255.5万 | 1.5万股 | -5,262股-35.92% | 减仓 |
 礼来LLY |
| 0.24% | 0.21% | $168.5万 | 1,405股 | $129.2万 | 1,405股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.23% | 0.22% | $163.2万 | 1.0万股 | $137.4万 | 9,462股 | +620股+6.55% | 加仓 |
| SSPDR行业精选信托XLP |
| 0.23% | 0.26% | $159.9万 | 1.9万股 | $162.9万 | 2.0万股 | -626股-3.15% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.23% | 0.24% | $158.6万 | 1.5万股 | $145.4万 | 1.5万股 | +300股+2.00% | 加仓 |
| IiShares安硕信托EEM |
| 0.22% | 0.2% | $152.4万 | 2.2万股 | $126.5万 | 2.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EVUS |
| 0.21% | 0.21% | $147.2万 | 4.2万股 | $131.0万 | 4.1万股 | +770股+1.87% | 加仓 |
 强生JNJ |
| 0.2% | 0.16% | $142.3万 | 5,602股 | $99.7万 | 4,078股 | +1,524股+37.37% | 加仓 |
 万豪MAR |
| 0.2% | 0.2% | $139.6万 | 3,767股 | $123.1万 | 3,765股 | +2股+0.05% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.18% | 0.18% | $124.3万 | 2.4万股 | $112.3万 | 2.5万股 | -923股-3.73% | 减仓 |
