| V先锋领航指数基金VOO |
| 9.02% | 9.03% | $8,878.8万 | 22.5万股 | $8,211.8万 | 22.5万股 | -550股-0.24% | 减仓 |
| V先锋领航·MIDVO |
| 7.18% | 7.13% | $7,067.4万 | 29.8万股 | $6,486.6万 | 29.3万股 | +4,699股+1.60% | 加仓 |
| V先锋领航指数基金VB |
| 4.01% | 4.03% | $3,948.9万 | 17.5万股 | $3,670.6万 | 17.1万股 | +3,833股+2.24% | 加仓 |
 可口可乐KO |
| 3.53% | 3.73% | $3,476.2万 | 63.7万股 | $3,389.9万 | 63.8万股 | -560股-0.09% | 减仓 |
| IiShares安硕信托IQLT |
| 3.34% | 2.27% | $3,291.2万 | 85.4万股 | $2,063.4万 | 56.6万股 | +28.7万股+50.73% | 加仓 |
| IiShares安硕信托ITOT |
| 3.08% | 2.68% | $3,030.8万 | 30.8万股 | $2,435.2万 | 26.8万股 | +4.0万股+14.85% | 加仓 |
 百事可乐PEP |
| 2.8% | 3.03% | $2,750.9万 | 18.6万股 | $2,758.4万 | 19.5万股 | -9,351股-4.80% | 减仓 |
| V先锋领航指数基金VTV |
| 2.5% | 2.33% | $2,458.7万 | 17.9万股 | $2,116.6万 | 16.1万股 | +1.8万股+11.09% | 加仓 |
| IiShares安硕·ESGEFA |
| 2.35% | 2.14% | $2,308.4万 | 29.2万股 | $1,943.6万 | 25.6万股 | +3.6万股+14.06% | 加仓 |
| V先锋领航指数基金VUG |
| 2.29% | 2.04% | $2,249.7万 | 7.8万股 | $1,856.1万 | 7.2万股 | +6,229股+8.63% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.26% | 2.38% | $2,221.3万 | 38.9万股 | $2,161.0万 | 37.8万股 | +1.1万股+2.83% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.1% | 2.12% | $2,063.8万 | 38.6万股 | $1,924.7万 | 36.7万股 | +2.0万股+5.38% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.07% | 2.08% | $2,035.0万 | 24.6万股 | $1,892.4万 | 22.9万股 | +1.7万股+7.26% | 加仓 |
 Truist金融TFC |
| 2.02% | 2.26% | $1,984.6万 | 35.8万股 | $2,052.8万 | 35.2万股 | +5,600股+1.59% | 加仓 |
| IiShares安硕ESGE |
| 1.89% | 1.72% | $1,856.9万 | 41.1万股 | $1,568.6万 | 36.2万股 | +4.9万股+13.56% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 1.67% | 1.48% | $1,639.3万 | 29.6万股 | $1,348.6万 | 24.7万股 | +5.0万股+20.10% | 加仓 |
| F第一信托交易所交易基金VIFIXD |
| 1.58% | 1.63% | $1,555.4万 | 29.0万股 | $1,478.8万 | 28.0万股 | +1.0万股+3.61% | 加仓 |
 微软MSFT |
| 1.51% | 1.43% | $1,487.3万 | 5.5万股 | $1,299.8万 | 5.5万股 | -229股-0.42% | 减仓 |
 苹果AAPL |
| 1.26% | 1.22% | $1,238.3万 | 9.0万股 | $1,109.1万 | 9.1万股 | -378股-0.42% | 减仓 |
| V先锋领航·TOTALBND |
| 1.25% | 1.21% | $1,229.0万 | 14.3万股 | $1,097.8万 | 13.0万股 | +1.4万股+10.43% | 加仓 |
| IiShares安硕信托EFAV |
| 1.2% | 1.78% | $1,183.0万 | 15.7万股 | $1,617.2万 | 22.2万股 | -6.5万股-29.31% | 减仓 |
| IiShares安硕信托IVV |
| 0.95% | 0.98% | $938.6万 | 2.2万股 | $887.3万 | 2.2万股 | -473股-2.12% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.92% | 0.94% | $901.6万 | 16.6万股 | $852.5万 | 16.4万股 | +2,209股+1.35% | 加仓 |
| IiShares安硕信托IVW |
| 0.82% | 0.79% | $805.4万 | 11.1万股 | $722.1万 | 11.1万股 | -151股-0.14% | 减仓 |
 YUM BRANDS COMYUM |
| 0.81% | 0.86% | $797.5万 | 6.9万股 | $782.1万 | 7.2万股 | -2,970股-4.11% | 减仓 |
| IiShares安硕信托IEFA |
| 0.8% | 0.83% | $782.7万 | 10.5万股 | $755.2万 | 10.5万股 | -258股-0.25% | 减仓 |
 埃克森美孚XOM |
| 0.79% | 0.73% | $774.7万 | 12.3万股 | $661.1万 | 11.8万股 | +4,422股+3.73% | 加仓 |
 强生JNJ |
| 0.78% | 0.84% | $763.0万 | 4.6万股 | $760.0万 | 4.6万股 | +72股+0.16% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.73% | 0.74% | $720.6万 | 6.9万股 | $676.4万 | 6.7万股 | +1,869股+2.79% | 加仓 |
 宝洁PG |
| 0.73% | 0.8% | $720.4万 | 5.3万股 | $726.7万 | 5.4万股 | -268股-0.50% | 减仓 |
 杜克能源DUK |
| 0.68% | 0.72% | $668.6万 | 6.8万股 | $652.6万 | 6.8万股 | +122股+0.18% | 加仓 |
| IiShares安硕·COREIJH |
| 0.6% | 0.64% | $594.4万 | 2.2万股 | $582.6万 | 2.2万股 | -265股-1.18% | 减仓 |
| N新纪元能源NEE |
| 0.6% | 0.67% | $586.5万 | 8.0万股 | $606.0万 | 8.0万股 | -110股-0.14% | 减仓 |
 家得宝HD |
| 0.56% | 0.66% | $554.1万 | 1.7万股 | $599.8万 | 2.0万股 | -2,272股-11.56% | 减仓 |
 英伟达NVDA |
| 0.56% | 0.4% | $547.4万 | 6,840股 | $364.4万 | 6,826股 | +14股+0.21% | 加仓 |
| IiShares安硕信托IWD |
| 0.53% | 0.56% | $519.8万 | 3.3万股 | $511.9万 | 3.4万股 | -1,007股-2.98% | 减仓 |
 亚马逊AMZN |
| 0.49% | 0.48% | $481.6万 | 1,400股 | $440.0万 | 1,422股 | -22股-1.55% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.47% | 0.49% | $466.1万 | 3.2万股 | $443.9万 | 3.1万股 | +136股+0.43% | 加仓 |
| YYUM CHINAYUMC |
| 0.47% | 0.47% | $457.6万 | 6.9万股 | $426.6万 | 7.2万股 | -2,970股-4.12% | 减仓 |
 UNITED CMNTY BKS BLAIRSVLE GUCB |
| 0.46% | 0.57% | $456.9万 | 14.2万股 | $521.2万 | 15.2万股 | -1.0万股-6.58% | 减仓 |
| IiShares安硕EEMV |
| 0.46% | 0.53% | $453.9万 | 7.1万股 | $483.2万 | 7.7万股 | -5,767股-7.54% | 减仓 |
 雪佛龙CVX |
| 0.45% | 0.51% | $446.3万 | 4.3万股 | $461.0万 | 4.4万股 | -1,371股-3.12% | 减仓 |
 雅培ABT |
| 0.43% | 0.49% | $423.8万 | 3.7万股 | $441.7万 | 3.7万股 | -299股-0.81% | 减仓 |
 摩根大通JPM |
| 0.42% | 0.45% | $417.0万 | 2.7万股 | $409.3万 | 2.7万股 | -75股-0.28% | 减仓 |
 康菲石油COP |
| 0.41% | 0.36% | $406.2万 | 6.7万股 | $326.0万 | 6.2万股 | +5,144股+8.36% | 加仓 |
 迪士尼DIS |
| 0.4% | 0.46% | $397.7万 | 2.3万股 | $420.9万 | 2.3万股 | -190股-0.83% | 减仓 |
| V先锋领航全球基金MGV |
| 0.4% | 0.41% | $392.0万 | 3.9万股 | $376.2万 | 4.0万股 | -176股-0.45% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.39% | 0.43% | $388.4万 | 1.5万股 | $392.7万 | 1.5万股 | +10股+0.07% | 加仓 |
 LOWES COS COMLOW |
| 0.39% | 0.41% | $385.0万 | 2.0万股 | $377.2万 | 2.0万股 | +11股+0.06% | 加仓 |
| F第一信托·UST LONG/SHORT EQUITY ETFFTLS |
| 0.37% | 0.39% | $367.3万 | 7.5万股 | $352.1万 | 7.7万股 | -1,993股-2.57% | 减仓 |
