| V先锋领航斯科茨代尔基金VGIT |
| 13.38% | 12.86% | $4,585.9万 | 77.8万股 | $4,030.0万 | 67.7万股 | +10.1万股+14.89% | 加仓 |
| IiShares安硕信托IVV |
| 7.95% | 7.66% | $2,725.3万 | 3.6万股 | $2,401.1万 | 3.7万股 | -367股-1.00% | 减仓 |
| A美国世纪ETF信托AVLV |
| 6.9% | 6.48% | $2,363.8万 | 25.9万股 | $2,030.2万 | 25.2万股 | +7,304股+2.90% | 加仓 |
| G通用动力VTI |
| 6.44% | 5.83% | $2,206.7万 | 6.0万股 | $1,825.8万 | 5.7万股 | +2,723股+4.78% | 加仓 |
| JJPMORGAN U.S. MOMENTUM FACTORJMOM |
| 6.22% | 5.27% | $2,133.6万 | 25.0万股 | $1,650.4万 | 24.3万股 | +6,673股+2.75% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 5.66% | 5.95% | $1,940.8万 | 40.6万股 | $1,863.6万 | 38.9万股 | +1.7万股+4.43% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 5.65% | 5.83% | $1,936.5万 | 38.6万股 | $1,825.8万 | 36.6万股 | +2.0万股+5.47% | 加仓 |
| IiShares安硕信托IEFA |
| 3.9% | 4.02% | $1,335.5万 | 13.8万股 | $1,260.2万 | 13.9万股 | -930股-0.67% | 减仓 |
| IiShares安硕信托IDEV |
| 3.04% | 3.03% | $1,041.5万 | 11.7万股 | $950.6万 | 11.4万股 | +3,268股+2.87% | 加仓 |
| A美国世纪ETF信托AVGE |
| 2.77% | 2.74% | $949.0万 | 9.6万股 | $859.8万 | 9.8万股 | -1,915股-1.96% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 2.63% | 2.6% | $902.8万 | 2.7万股 | $814.0万 | 2.8万股 | -926股-3.36% | 减仓 |
 直觉外科ISRG |
| 2.33% | 2.91% | $798.6万 | 2.0万股 | $912.2万 | 2.0万股 | +294股+1.49% | 加仓 |
| IiShares安硕信托LRGF |
| 2.26% | 2.16% | $774.8万 | 10.2万股 | $675.7万 | 10.2万股 | +68股+0.07% | 加仓 |
 苹果AAPL |
| 2.11% | 2.03% | $723.6万 | 2.5万股 | $635.2万 | 2.5万股 | -23股-0.09% | 减仓 |
| BBLACKROCK HEALTH SCIENCES TERM TRUSTBME |
| 1.77% | 1.9% | $605.3万 | 14.1万股 | $595.4万 | 15.5万股 | -1.4万股-8.85% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.71% | 1.56% | $587.7万 | 7.2万股 | $489.2万 | 6.9万股 | +2,735股+3.96% | 加仓 |
| IiShares安硕IEMG |
| 1.48% | 1.34% | $508.4万 | 6.1万股 | $419.0万 | 6.0万股 | +1,302股+2.17% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.46% | 1.54% | $499.2万 | 9,976股 | $482.3万 | 1.0万股 | -90股-0.89% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.43% | 1.53% | $491.3万 | 6.9万股 | $479.9万 | 7.5万股 | -5,934股-7.92% | 减仓 |
 亚马逊AMZN |
| 1.06% | 1.04% | $364.1万 | 1.5万股 | $326.8万 | 1.6万股 | -413股-2.63% | 减仓 |
| IiShares安硕信托IQLT |
| 0.96% | 0.86% | $329.1万 | 6.6万股 | $271.1万 | 5.9万股 | +7,774股+13.26% | 加仓 |
 安费诺APH |
| 0.93% | 0.73% | $317.3万 | 1.8万股 | $228.0万 | 1.8万股 | -47股-0.26% | 减仓 |
| V先锋领航·WELLINGTON FDVFMO |
| 0.87% | 0.76% | $297.4万 | 1.2万股 | $237.3万 | 1.2万股 | -117股-0.97% | 减仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.84% | 0.43% | $286.9万 | 3.8万股 | $134.2万 | 3.9万股 | -524股-1.35% | 减仓 |
| GGARMIN SHSGRMN |
| 0.81% | 0.87% | $278.7万 | 1.2万股 | $272.4万 | 1.2万股 | -8股-0.07% | 减仓 |
 恩智浦NXPI |
| 0.8% | 0.61% | $273.4万 | 9,730股 | $192.4万 | 9,775股 | -45股-0.46% | 减仓 |
 英伟达NVDA |
| 0.77% | 0.71% | $263.7万 | 1.3万股 | $223.8万 | 1.3万股 | +346股+2.70% | 加仓 |
 AVANTIS INTLNGG |
| 0.77% | 0.79% | $262.7万 | 2.9万股 | $248.0万 | 2.9万股 | +223股+0.76% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.75% | 0.76% | $257.4万 | 4.3万股 | $238.1万 | 4.4万股 | -931股-2.11% | 减仓 |
 AMGEN COMAMGN |
| 0.72% | 0.79% | $247.8万 | 6,843股 | $247.2万 | 7,026股 | -183股-2.60% | 减仓 |
 沃尔玛WMT |
| 0.68% | 0.82% | $234.7万 | 2.1万股 | $256.5万 | 2.1万股 | +80股+0.39% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.62% | 0.62% | $211.9万 | 8,955股 | $192.8万 | 8,964股 | -9股-0.10% | 减仓 |
| S嘉信策略信托SCHR |
| 0.58% | 0.64% | $197.3万 | 8.0万股 | $200.0万 | 8.0万股 | -290股-0.36% | 减仓 |
| IiShares安硕·COREIJR |
| 0.56% | 0.51% | $191.6万 | 1.3万股 | $160.4万 | 1.3万股 | +13股+0.10% | 加仓 |
 德州仪器TXN |
| 0.5% | 0.36% | $172.7万 | 5,795股 | $112.8万 | 5,812股 | -17股-0.29% | 减仓 |
 谷歌AGOOGL |
| 0.47% | 0.42% | $162.7万 | 4,552股 | $132.4万 | 4,605股 | -53股-1.15% | 减仓 |
| N新纪元能源NEE |
| 0.46% | 0.54% | $159.2万 | 1.8万股 | $169.2万 | 1.8万股 | -72股-0.40% | 减仓 |
| IiShares安硕信托MTUM |
| 0.46% | 0.36% | $157.6万 | 4,598股 | $112.1万 | 4,669股 | -71股-1.52% | 减仓 |
| IiShares安硕信托USMV |
| 0.41% | 0.43% | $141.1万 | 1.5万股 | $135.5万 | 1.5万股 | +25股+0.17% | 加仓 |
| BBLUEROCK PVT REAL ESTATE FDBPRE |
| 0.38% | 1.23% | $130.5万 | 10.0万股 | $386.4万 | 23.3万股 | -13.2万股-56.88% | 减仓 |
 微软MSFT |
| 0.38% | 0.39% | $130.0万 | 3,485股 | $121.7万 | 3,288股 | +197股+5.99% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.37% | 0.34% | $125.2万 | 1.0万股 | $107.5万 | 2,521股 | +7,565股+300.08% | 加仓 |
 PUTNAM MUN OPPORTUNITIES TRPMO |
| 0.29% | 0.31% | $98.1万 | 9.3万股 | $95.9万 | 9.3万股 | 00.00% | 持仓不变 |
 贝莱德·MUNIYILD QULT FD IMQY |
| 0.27% | 0.28% | $92.5万 | 8.0万股 | $87.6万 | 8.0万股 | 00.00% | 持仓不变 |
| AAvantis·U SAVUV |
| 0.26% | 0.27% | $90.6万 | 7,263股 | $85.8万 | 7,770股 | -507股-6.53% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.24% | $86.7万 | 1,161股 | $75.7万 | 1,165股 | -4股-0.34% | 减仓 |
 万事达MA |
| 0.23% | 0.25% | $77.2万 | 1,503股 | $77.4万 | 1,549股 | -46股-2.97% | 减仓 |
 雪佛龙CVX |
| 0.23% | 0.31% | $77.1万 | 4,654股 | $95.6万 | 4,621股 | +33股+0.71% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.22% | 0.24% | $77.1万 | 8,368股 | $76.6万 | 8,296股 | +72股+0.87% | 加仓 |
| CCAPITAL NEW GEOGRAPHYCGNG |
| 0.22% | 0.2% | $76.3万 | 2.0万股 | $63.0万 | 2.0万股 | +409股+2.05% | 加仓 |
