| V先锋领航指数基金VTV |
| 10.89% | 12.14% | $3,142.3万 | 14.4万股 | $3,008.4万 | 15.3万股 | -9,142股-5.96% | 减仓 |
| V先锋领航指数基金VUG |
| 10.76% | 11.01% | $3,104.0万 | 36.0万股 | $2,727.2万 | 6.2万股 | +29.8万股+477.13% | 加仓 |
| V先锋领航·FTSEVEA |
| 6.56% | 6.61% | $1,891.8万 | 26.6万股 | $1,638.7万 | 25.6万股 | +9,788股+3.83% | 加仓 |
| V先锋领航·MIDVO |
| 6.27% | 6.46% | $1,809.4万 | 22.5万股 | $1,601.9万 | 5.6万股 | +16.9万股+302.60% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 5.43% | 6.05% | $1,567.2万 | 19.0万股 | $1,498.1万 | 18.1万股 | +8,584股+4.74% | 加仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTAGG |
| 4.78% | 5.28% | $1,378.5万 | 32.5万股 | $1,307.2万 | 30.7万股 | +1.8万股+5.79% | 加仓 |
| V先锋领航指数基金VBK |
| 3.65% | 3.57% | $1,052.0万 | 2.9万股 | $884.0万 | 2.9万股 | -480股-1.64% | 减仓 |
| V先锋领航·SMALLVBR |
| 3.1% | 3.26% | $894.1万 | 3.7万股 | $806.8万 | 3.7万股 | -344股-0.93% | 减仓 |
| F第一信托·USTFVD |
| 2.46% | 2.77% | $708.7万 | 14.7万股 | $686.7万 | 14.6万股 | +1,078股+0.74% | 加仓 |
| IiShares安硕信托IWD |
| 2.33% | 2.48% | $673.5万 | 2.8万股 | $613.4万 | 2.9万股 | -924股-3.22% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 1.92% | 0.89% | $552.5万 | 5.4万股 | $220.0万 | 2.2万股 | +3.2万股+143.38% | 加仓 |
 礼来LLY |
| 1.89% | 1.59% | $545.6万 | 4,549股 | $393.8万 | 4,282股 | +267股+6.24% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.7% | 1.56% | $491.1万 | 6,576股 | $387.7万 | 5,962股 | +614股+10.30% | 加仓 |
 英伟达NVDA |
| 1.7% | 1.35% | $491.1万 | 2.5万股 | $335.2万 | 1.9万股 | +5,324股+27.70% | 加仓 |
 苹果AAPL |
| 1.55% | 1.48% | $446.4万 | 1.5万股 | $365.6万 | 1.4万股 | +1,019股+7.07% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.54% | 1.66% | $443.8万 | 8.8万股 | $410.5万 | 9.0万股 | -1,867股-2.08% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.39% | 1.49% | $400.6万 | 3.2万股 | $369.2万 | 8,659股 | +2.4万股+272.61% | 加仓 |
 泛林集团LRCX |
| 1.37% | — | $395.5万 | 9,127股 | $0 | 0股 | +9,127股 | 新买入 |
| SSPDR道富系列信托SPYG |
| 1.37% | 1.32% | $395.3万 | 3.3万股 | $328.3万 | 3.4万股 | -301股-0.90% | 减仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 1.33% | 1.49% | $385.0万 | 6.4万股 | $369.2万 | 6.2万股 | +2,701股+4.37% | 加仓 |
| SSPDR道富系列信托KOMP |
| 1.29% | 1.92% | $373.6万 | 5.2万股 | $476.2万 | 8.1万股 | -2.9万股-35.84% | 减仓 |
| IiShares黄金信托IAU |
| 1.19% | 1.64% | $344.0万 | 4.6万股 | $405.5万 | 4.6万股 | -430股-0.93% | 减仓 |
| F第一信托·EXCH TRD ALPHDX FDFDT |
| 1.02% | 1.11% | $295.5万 | 3.1万股 | $274.4万 | 3.2万股 | -351股-1.11% | 减仓 |
| IiShares安硕·COREIJH |
| 1% | 1.03% | $289.2万 | 3.8万股 | $254.3万 | 3.8万股 | -150股-0.40% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.93% | 0.93% | $267.2万 | 1.2万股 | $231.5万 | 1.2万股 | -129股-1.06% | 减仓 |
 AXALTA COATING SYSAXTA |
| 0.83% | 0.83% | $240.0万 | 7.2万股 | $206.2万 | 6.9万股 | +3,095股+4.49% | 加仓 |
 沃尔玛WMT |
| 0.78% | 0.95% | $223.9万 | 2.0万股 | $234.3万 | 1.9万股 | +914股+4.85% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.74% | 1.07% | $213.2万 | 6,035股 | $265.0万 | 9,240股 | -3,205股-34.69% | 减仓 |
| IiShares安硕信托IVW |
| 0.73% | 0.71% | $211.2万 | 1.5万股 | $175.6万 | 1.6万股 | -168股-1.08% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.65% | 0.72% | $187.8万 | 3.9万股 | $179.1万 | 3.7万股 | +1,506股+4.04% | 加仓 |
| SSPDR黄金信托GLD |
| 0.64% | 0.87% | $184.9万 | 5,020股 | $215.7万 | 5,012股 | +8股+0.16% | 加仓 |
| IiShares安硕信托ILCG |
| 0.64% | 0.61% | $184.8万 | 1.6万股 | $151.9万 | 1.6万股 | -114股-0.72% | 减仓 |
| V先锋领航全球基金VGT |
| 0.61% | 0.52% | $176.7万 | 1.5万股 | $129.8万 | 1,860股 | +1.3万股+694.84% | 加仓 |
| V先锋领航全球基金ESGV |
| 0.58% | 0.57% | $166.4万 | 1.3万股 | $140.8万 | 1.3万股 | +43股+0.34% | 加仓 |
| IiShares安硕信托CMF |
| 0.54% | 0.62% | $156.9万 | 2.7万股 | $153.5万 | 2.7万股 | +218股+0.81% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.51% | 0.53% | $148.2万 | 2.6万股 | $131.7万 | 2.8万股 | -1,515股-5.41% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.5% | 0.51% | $145.2万 | 6,135股 | $126.9万 | 5,902股 | +233股+3.95% | 加仓 |
 微软MSFT |
| 0.5% | 0.55% | $143.9万 | 3,858股 | $136.4万 | 3,685股 | +173股+4.69% | 加仓 |
| IiShares安硕信托HYG |
| 0.5% | 0.58% | $143.6万 | 1.8万股 | $143.7万 | 1.8万股 | -113股-0.63% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.49% | 0.54% | $142.3万 | 1.4万股 | $133.0万 | 1.4万股 | +9股+0.07% | 加仓 |
| S道富SPYV |
| 0.45% | 0.49% | $129.9万 | 2.1万股 | $120.4万 | 2.1万股 | +88股+0.41% | 加仓 |
 艾伯维ABBV |
| 0.42% | 0.42% | $122.6万 | 4,871股 | $104.1万 | 4,785股 | +86股+1.80% | 加仓 |
 谷歌AGOOGL |
| 0.42% | 0.33% | $121.8万 | 3,408股 | $81.6万 | 2,837股 | +571股+20.13% | 加仓 |
| FFEDERATED HERMES ETF TRUSTFSCC |
| 0.42% | 0.36% | $121.2万 | 3.2万股 | $90.3万 | 3.0万股 | +2,029股+6.67% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.42% | 0.46% | $120.7万 | 5,317股 | $113.3万 | 5,368股 | -51股-0.95% | 减仓 |
 强生JNJ |
| 0.4% | — | $116.6万 | 4,593股 | $0 | 0股 | +4,593股 | 新买入 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 0.38% | 0.38% | $110.1万 | 1.0万股 | $93.2万 | 1.0万股 | +22股+0.22% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.37% | 0.39% | $106.4万 | 2.1万股 | $97.0万 | 2.1万股 | -133股-0.64% | 减仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 0.36% | 0.34% | $105.3万 | 2.1万股 | $84.6万 | 1.7万股 | +4,075股+24.00% | 加仓 |
 应用材料AMAT |
| 0.36% | — | $105.2万 | 1,455股 | $0 | 0股 | +1,455股 | 新买入 |
