| V先锋领航指数基金VV |
| 46.23% | 45.28% | $2.36亿 | 76.7万股 | $2.16亿 | 75.9万股 | +8,146股+1.07% | 加仓 |
| V先锋领航·FTSEVEA |
| 12.45% | 12.57% | $6,357.0万 | 106.1万股 | $6,008.3万 | 105.4万股 | +7,007股+0.66% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 12.15% | 13.69% | $6,206.2万 | 61.6万股 | $6,543.5万 | 65.1万股 | -3.4万股-5.30% | 减仓 |
| V先锋领航·FSTEVWO |
| 6.24% | 6.06% | $3,186.7万 | 58.8万股 | $2,894.1万 | 58.5万股 | +3,025股+0.52% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 3.37% | 3.5% | $1,723.1万 | 37.9万股 | $1,674.7万 | 39.3万股 | -1.5万股-3.71% | 减仓 |
| V先锋领航指数基金VB |
| 2.63% | 2.66% | $1,341.7万 | 5.3万股 | $1,273.2万 | 5.4万股 | -962股-1.79% | 减仓 |
 英伟达NVDA |
| 1.71% | 1.44% | $870.7万 | 4.7万股 | $689.0万 | 4.4万股 | +3,058股+7.01% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.47% | 1.46% | $752.6万 | 1.1万股 | $697.3万 | 1.1万股 | +11股+0.10% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.09% | 1.1% | $555.0万 | 6.1万股 | $527.6万 | 5.9万股 | +1,471股+2.48% | 加仓 |
| G通用动力VTI |
| 1.01% | 1.01% | $514.2万 | 1.6万股 | $480.8万 | 1.6万股 | -152股-0.96% | 减仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 0.81% | 0.88% | $413.6万 | 30.8万股 | $422.7万 | 32.4万股 | -1.6万股-5.01% | 减仓 |
| S嘉信·USSCHX |
| 0.78% | 0.77% | $397.9万 | 15.1万股 | $369.2万 | 15.1万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 0.68% | 0.74% | $348.8万 | 15.0万股 | $351.4万 | 15.9万股 | -9,205股-5.79% | 减仓 |
| I景顺QQQ信托VOO |
| 0.55% | 0.53% | $281.2万 | 4,684股 | $255.5万 | 4,632股 | +52股+1.12% | 加仓 |
| IiShares安硕EEMS |
| 0.54% | 0.56% | $278.1万 | 4.1万股 | $265.5万 | 4.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.52% | 0.52% | $266.9万 | 7,303股 | $247.5万 | 7,289股 | +14股+0.19% | 加仓 |
| IiShares安硕信托IWD |
| 0.49% | 0.49% | $248.7万 | 1.2万股 | $236.3万 | 1.2万股 | +53股+0.44% | 加仓 |
| IiShares安硕信托IVV |
| 0.4% | 0.4% | $205.9万 | 3,076股 | $191.0万 | 3,076股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.39% | 0.3% | $197.2万 | 7,746股 | $141.3万 | 6,886股 | +860股+12.49% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.35% | 0.29% | $177.5万 | 3.6万股 | $137.0万 | 2.8万股 | +8,207股+29.66% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.34% | 0.36% | $175.8万 | 7.2万股 | $174.1万 | 7.1万股 | +618股+0.87% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.32% | 0.33% | $164.6万 | 5.2万股 | $155.9万 | 5.3万股 | -1,797股-3.37% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.32% | 0.33% | $161.0万 | 1.1万股 | $159.7万 | 1.2万股 | -588股-4.95% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.3% | 0.31% | $150.8万 | 2股 | $145.8万 | 2股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金EWX |
| 0.28% | 0.28% | $142.8万 | 2.1万股 | $134.0万 | 2.2万股 | -374股-1.73% | 减仓 |
| S嘉信策略信托SCHE |
| 0.26% | 0.26% | $135.1万 | 4.0万股 | $122.0万 | 4.0万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHR |
| 0.24% | 0.26% | $123.0万 | 4.9万股 | $123.3万 | 4.9万股 | -331股-0.67% | 减仓 |
 微软MSFT |
| 0.22% | 0.12% | $112.9万 | 2,180股 | $57.7万 | 1,160股 | +1,020股+87.93% | 加仓 |
 亚马逊AMZN |
| 0.21% | 0.17% | $105.8万 | 4,820股 | $81.7万 | 3,724股 | +1,096股+29.43% | 加仓 |
 特斯拉TSLA |
| 0.2% | 0.12% | $101.6万 | 2,284股 | $58.1万 | 1,830股 | +454股+24.81% | 加仓 |
| SSPDR道富系列信托TFI |
| 0.19% | 0.39% | $97.9万 | 2.1万股 | $186.0万 | 4.2万股 | -2.0万股-48.40% | 减仓 |
| IiShares安硕信托IEFA |
| 0.16% | 0.16% | $81.3万 | 9,311股 | $77.7万 | 9,311股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.16% | 0.11% | $80.7万 | 4,426股 | $54.7万 | 4,013股 | +413股+10.29% | 加仓 |
| S道富SPYX |
| 0.15% | 0.15% | $78.1万 | 1.4万股 | $72.5万 | 1.4万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.15% | 0.13% | $76.7万 | 1,600股 | $63.2万 | 1,441股 | +159股+11.03% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.14% | 0.14% | $71.5万 | 1,527股 | $64.8万 | 1,527股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.14% | 0.07% | $70.6万 | 2,905股 | $34.6万 | 1,961股 | +944股+48.14% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.14% | 0.14% | $69.1万 | 3.2万股 | $68.4万 | 3.2万股 | -308股-0.95% | 减仓 |
| NNUSHARES ETF TRNULC |
| 0.13% | 0.14% | $68.9万 | 1.3万股 | $64.8万 | 1.3万股 | 00.00% | 持仓不变 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.13% | 0.13% | $64.9万 | 1.8万股 | $61.7万 | 1.8万股 | 00.00% | 持仓不变 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.12% | 0.13% | $63.4万 | 2.0万股 | $62.9万 | 2.0万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.12% | 0.12% | $62.4万 | 3,347股 | $59.2万 | 3,347股 | 00.00% | 持仓不变 |
| IiShares安硕信托SGOV |
| 0.12% | — | $59.0万 | 5,859股 | $0 | 0股 | +5,859股 | 新买入 |
| IiShares安硕信托IVW |
| 0.11% | 0.1% | $54.6万 | 4,519股 | $49.8万 | 4,519股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.1% | 0.1% | $52.3万 | 854股 | $48.5万 | 854股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.1% | 0.1% | $50.5万 | 3,653股 | $47.0万 | 3,653股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.09% | 0.08% | $48.1万 | 2,077股 | $37.5万 | 2,018股 | +59股+2.92% | 加仓 |
 黑石集团BX |
| 0.08% | 0.07% | $40.9万 | 2,395股 | $33.1万 | 2,211股 | +184股+8.32% | 加仓 |
 VisaV |
| 0.08% | 0.08% | $40.9万 | 1,197股 | $36.1万 | 1,018股 | +179股+17.58% | 加仓 |
 可口可乐KO |
| 0.08% | 0.08% | $39.8万 | 5,999股 | $37.9万 | 5,362股 | +637股+11.88% | 加仓 |
