| IiShares安硕信托IVV |
| 16.88% | 15.7% | $8,198.5万 | 10.9万股 | $7,113.9万 | 10.9万股 | +569股+0.52% | 加仓 |
| SSPDR道富系列信托SPYG |
| 8.64% | 8.31% | $4,198.0万 | 35.3万股 | $3,765.6万 | 38.5万股 | -3.2万股-8.27% | 减仓 |
| IiShares安硕信托EFV |
| 8.2% | 8.39% | $3,980.0万 | 52.0万股 | $3,801.5万 | 51.1万股 | +8,618股+1.69% | 加仓 |
| V先锋领航·SMALLVBR |
| 7.34% | 7.54% | $3,564.8万 | 14.7万股 | $3,417.8万 | 15.7万股 | -1.1万股-6.75% | 减仓 |
| S道富SPYV |
| 7.23% | 7.44% | $3,512.4万 | 57.8万股 | $3,371.7万 | 59.6万股 | -1.8万股-3.04% | 减仓 |
| IISHARES INVESTMENT GRADESYSTEMATIC BOND ETFIGEB |
| 5.8% | 6.09% | $2,816.2万 | 62.4万股 | $2,759.3万 | 61.2万股 | +1.2万股+1.95% | 加仓 |
| IiShares安硕信托EFG |
| 5.64% | 5.3% | $2,736.7万 | 22.0万股 | $2,401.9万 | 21.6万股 | +4,285股+1.99% | 加仓 |
| S道富SPAB |
| 5.05% | 5.46% | $2,451.8万 | 96.1万股 | $2,473.6万 | 96.6万股 | -4,790股-0.50% | 减仓 |
| S嘉信策略信托SCHD |
| 4.19% | 5.04% | $2,036.7万 | 64.2万股 | $2,283.5万 | 74.4万股 | -10.2万股-13.71% | 减仓 |
| SSPDR道富指数基金SPDW |
| 2.87% | 2.83% | $1,394.8万 | 27.7万股 | $1,283.9万 | 28.1万股 | -4,451股-1.58% | 减仓 |
 道明尼能源D |
| 2.57% | 2.61% | $1,247.7万 | 18.2万股 | $1,181.3万 | 19.6万股 | -1.4万股-7.35% | 减仓 |
| S道富SPSM |
| 2.5% | 2.37% | $1,213.2万 | 21.0万股 | $1,073.0万 | 22.2万股 | -1.2万股-5.27% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.31% | 2.26% | $1,119.4万 | 15.7万股 | $1,021.8万 | 15.9万股 | -2,359股-1.48% | 减仓 |
| S道富SPMD |
| 2.11% | 2.21% | $1,022.9万 | 15.1万股 | $1,000.9万 | 16.9万股 | -1.8万股-10.41% | 减仓 |
| V先锋领航指数基金VOO |
| 1.97% | 1.88% | $957.3万 | 1.4万股 | $852.7万 | 1.4万股 | -331股-2.32% | 减仓 |
| V先锋领航指数基金VB |
| 1.87% | 1.82% | $908.2万 | 3.0万股 | $823.9万 | 3.1万股 | -1,496股-4.76% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.44% | 1.41% | $699.3万 | 3.0万股 | $638.1万 | 3.0万股 | -114股-0.38% | 减仓 |
| V先锋领航·MIDVO |
| 1.4% | 1.43% | $678.9万 | 8.4万股 | $649.2万 | 2.3万股 | +6.2万股+272.73% | 加仓 |
 苹果AAPL |
| 1.14% | 1.06% | $555.2万 | 1.9万股 | $480.5万 | 1.9万股 | +254股+1.34% | 加仓 |
| IiShares安硕信托GVI |
| 0.6% | 0.63% | $293.1万 | 2.7万股 | $286.1万 | 2.7万股 | +278股+1.03% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.56% | 0.55% | $274.3万 | 2.5万股 | $248.0万 | 2.6万股 | -1,079股-4.12% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.55% | 0.61% | $266.4万 | 3.5万股 | $277.9万 | 3.6万股 | -1,274股-3.54% | 减仓 |
| S道富SLYG |
| 0.53% | 0.49% | $257.6万 | 2.2万股 | $224.0万 | 2.3万股 | -1,558股-6.72% | 减仓 |
| SSPDR行业精选信托XLRE |
| 0.52% | 0.69% | $254.9万 | 5.8万股 | $311.3万 | 7.6万股 | -1.8万股-24.04% | 减仓 |
| S道富MDYV |
| 0.48% | 0.5% | $233.9万 | 2.5万股 | $224.4万 | 2.6万股 | -1,695股-6.43% | 减仓 |
| S道富MDYG |
| 0.44% | 0.44% | $215.4万 | 1.9万股 | $198.1万 | 2.1万股 | -1,432股-6.94% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.42% | 0.44% | $203.3万 | 4.0万股 | $197.9万 | 3.9万股 | +986股+2.54% | 加仓 |
 亚马逊AMZN |
| 0.35% | 0.28% | $172.0万 | 7,215股 | $126.6万 | 6,081股 | +1,134股+18.65% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.35% | 0.46% | $167.7万 | 1.7万股 | $208.2万 | 2.3万股 | -6,081股-25.91% | 减仓 |
 联合包裹UPSUPS |
| 0.32% | 0.3% | $157.6万 | 1.5万股 | $134.7万 | 1.4万股 | +969股+7.08% | 加仓 |
| V先锋领航指数基金VUG |
| 0.32% | 0.31% | $153.1万 | 1.8万股 | $138.3万 | 3,165股 | +1.5万股+461.61% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.29% | 0.3% | $138.7万 | 1.8万股 | $134.9万 | 1.7万股 | +602股+3.50% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.29% | 0.28% | $138.7万 | 1.5万股 | $125.3万 | 1.6万股 | -569股-3.59% | 减仓 |
 GENERAL AMERN INVSGAM |
| 0.26% | 0.25% | $124.7万 | 2.0万股 | $114.4万 | 2.0万股 | 00.00% | 持仓不变 |
| S道富SPTI |
| 0.25% | 0.26% | $123.8万 | 4.4万股 | $119.8万 | 4.2万股 | +1,803股+4.31% | 加仓 |
 英伟达NVDA |
| 0.25% | 0.21% | $122.9万 | 6,142股 | $93.2万 | 5,345股 | +797股+14.91% | 加仓 |
| I景顺QQQ信托VOO |
| 0.23% | 0.15% | $111.8万 | 1,518股 | $65.7万 | 1,139股 | +379股+33.27% | 加仓 |
 宝洁PG |
| 0.2% | 0.23% | $97.9万 | 6,675股 | $103.4万 | 7,156股 | -481股-6.72% | 减仓 |
 摩根大通JPM |
| 0.2% | 0.17% | $96.3万 | 2,942股 | $79.0万 | 2,685股 | +257股+9.57% | 加仓 |
| V先锋领航指数基金VOT |
| 0.19% | 0.18% | $92.7万 | 3,025股 | $81.7万 | 3,175股 | -150股-4.72% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.19% | 0.18% | $91.9万 | 1.5万股 | $83.3万 | 1.5万股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPEM |
| 0.18% | 0.18% | $89.7万 | 1.7万股 | $83.1万 | 1.8万股 | -400股-2.26% | 减仓 |
 微软MSFT |
| 0.16% | 0.15% | $79.2万 | 2,124股 | $67.8万 | 2,003股 | +121股+6.04% | 加仓 |
| V先锋领航指数基金VBK |
| 0.13% | 0.13% | $65.3万 | 1,786股 | $59.7万 | 1,975股 | -189股-9.57% | 减仓 |
 谷歌AGOOGL |
| 0.13% | — | $65.3万 | 1,827股 | $0 | 0股 | +1,827股 | 新买入 |
 博通AVGO |
| 0.13% | 0.07% | $64.8万 | 1,715股 | $29.5万 | 953股 | +762股+79.96% | 加仓 |
| V先锋领航指数基金VTV |
| 0.13% | 0.13% | $63.9万 | 2,931股 | $60.8万 | 3,101股 | -170股-5.48% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.11% | 0.13% | $54.8万 | 3,290股 | $56.8万 | 3,272股 | +18股+0.55% | 加仓 |
 埃克森美孚XOM |
| 0.1% | 0.13% | $50.9万 | 3,727股 | $60.1万 | 3,541股 | +186股+5.25% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.09% | 0.1% | $46.1万 | 9,520股 | $44.9万 | 9,351股 | +169股+1.81% | 加仓 |
