| SSPDR标普500 ETFSPY |
| 5.1% | 4.2% | $2,465.1万 | 3.3万股 | $1,858.7万 | 2.9万股 | +4,430股+15.50% | 加仓 |
| V先锋领航·FTSEVEA |
| 4.75% | 4.74% | $2,298.3万 | 32.3万股 | $2,098.8万 | 32.8万股 | -4,968股-1.52% | 减仓 |
| V先锋领航指数基金VUG |
| 4.53% | 4.2% | $2,189.6万 | 25.4万股 | $1,862.2万 | 4.3万股 | +21.2万股+496.21% | 加仓 |
| SSSGA ACTIVE TRFISR |
| 4.52% | 5.2% | $2,184.6万 | 85.2万股 | $2,306.0万 | 89.7万股 | -4.5万股-5.01% | 减仓 |
| V先锋领航指数基金VTV |
| 4.3% | 4.37% | $2,078.2万 | 9.5万股 | $1,937.1万 | 9.9万股 | -3,373股-3.42% | 减仓 |
| S道富SPAB |
| 4.16% | 5.37% | $2,012.7万 | 78.9万股 | $2,379.4万 | 92.9万股 | -14.0万股-15.08% | 减仓 |
| V先锋领航市政债券基金VTEI |
| 2.86% | 2.66% | $1,384.8万 | 13.7万股 | $1,177.5万 | 11.8万股 | +1.9万股+16.41% | 加仓 |
| SSSGA ACTIVE TRXLSR |
| 2.77% | 2.84% | $1,341.6万 | 20.7万股 | $1,258.9万 | 21.8万股 | -1.1万股-5.13% | 减仓 |
| SSPDR道富指数基金SPEM |
| 2.64% | 2.43% | $1,275.9万 | 24.6万股 | $1,077.3万 | 23.0万股 | +1.7万股+7.30% | 加仓 |
| V先锋领航·TOTALBNDX |
| 2.27% | 2.35% | $1,097.0万 | 22.7万股 | $1,039.6万 | 21.6万股 | +1.0万股+4.69% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.06% | 2.08% | $994.6万 | 12.8万股 | $919.5万 | 11.7万股 | +1.0万股+8.86% | 加仓 |
 苹果AAPL |
| 1.95% | 1.86% | $943.8万 | 3.3万股 | $822.6万 | 3.2万股 | +203股+0.63% | 加仓 |
 英伟达NVDA |
| 1.95% | 1.82% | $940.9万 | 4.7万股 | $805.3万 | 4.6万股 | +849股+1.84% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.77% | 2.7% | $858.0万 | 17.0万股 | $1,194.9万 | 26.2万股 | -9.1万股-34.95% | 减仓 |
| S道富SPYM |
| 1.7% | 1.56% | $824.7万 | 9.4万股 | $692.3万 | 9.0万股 | +3,392股+3.75% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 1.67% | 0.77% | $806.2万 | 8.4万股 | $342.1万 | 3.6万股 | +4.8万股+134.10% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.52% | 1.51% | $735.2万 | 12.3万股 | $669.1万 | 12.4万股 | -608股-0.49% | 减仓 |
| SSPDR道富系列信托CERY |
| 1.45% | 1.61% | $700.2万 | 20.9万股 | $714.4万 | 20.3万股 | +6,724股+3.32% | 加仓 |
 谷歌AGOOGL |
| 1.35% | 1.2% | $653.8万 | 1.8万股 | $530.4万 | 1.8万股 | -152股-0.82% | 减仓 |
| SSPDR道富系列信托TIPX |
| 1.34% | 1.39% | $650.3万 | 34.4万股 | $617.9万 | 32.2万股 | +2.2万股+6.69% | 加仓 |
| SSPDR道富系列信托EMHC |
| 1.24% | 1.27% | $602.0万 | 23.7万股 | $564.5万 | 22.8万股 | +8,995股+3.95% | 加仓 |
| V先锋领航指数基金VB |
| 1.19% | 1.19% | $577.6万 | 1.9万股 | $528.8万 | 2.0万股 | -1,133股-5.61% | 减仓 |
| SSPDR行业精选信托XLRE |
| 1.17% | 1.21% | $566.3万 | 14.1万股 | $537.3万 | 13.4万股 | +6,695股+5.00% | 加仓 |
| SSPDR道富系列信托SPTL |
| 1.16% | 0.68% | $560.4万 | 21.4万股 | $302.7万 | 11.5万股 | +9.9万股+85.60% | 加仓 |
 微软MSFT |
| 1.15% | 1.19% | $557.0万 | 1.5万股 | $529.0万 | 1.4万股 | +642股+4.49% | 加仓 |
| S道富SPSM |
| 1.03% | 1% | $499.5万 | 8.7万股 | $443.6万 | 9.2万股 | -5,181股-5.64% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 1% | 1.05% | $483.6万 | 10.3万股 | $465.0万 | 9.9万股 | +4,264股+4.30% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.97% | 1% | $470.0万 | 6.1万股 | $441.2万 | 5.7万股 | +4,117股+7.20% | 加仓 |
| V先锋领航债券指数基金BLV |
| 0.97% | 1.01% | $468.2万 | 6.8万股 | $446.7万 | 6.5万股 | +2,979股+4.59% | 加仓 |
 亚马逊AMZN |
| 0.97% | 0.88% | $467.7万 | 2.0万股 | $390.9万 | 1.9万股 | +855股+4.56% | 加仓 |
| IiShares安硕信托IVV |
| 0.88% | 0.54% | $425.2万 | 5,677股 | $239.8万 | 3,671股 | +2,006股+54.64% | 加仓 |
| IiShares安硕信托GVI |
| 0.82% | 0.72% | $398.3万 | 3.7万股 | $317.9万 | 3.0万股 | +7,060股+23.57% | 加仓 |
| IiShares安硕信托IUSB |
| 0.8% | 0.73% | $384.7万 | 8.3万股 | $321.9万 | 7.0万股 | +1.4万股+19.59% | 加仓 |
| SSPDR道富系列信托SPLB |
| 0.77% | 0.81% | $373.3万 | 16.7万股 | $358.3万 | 16.1万股 | +5,415股+3.36% | 加仓 |
| SSPDR黄金信托GLD |
| 0.75% | 0.85% | $361.9万 | 9,825股 | $377.3万 | 8,768股 | +1,057股+12.06% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.73% | 0.94% | $354.5万 | 7.0万股 | $416.9万 | 8.4万股 | -1.3万股-16.12% | 减仓 |
| S道富SPMD |
| 0.72% | 0.72% | $349.8万 | 5.2万股 | $317.9万 | 5.4万股 | -1,904股-3.55% | 减仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.72% | 0.66% | $348.1万 | 3.4万股 | $293.6万 | 2.9万股 | +5,328股+18.35% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 0.7% | 0.57% | $340.0万 | 7.1万股 | $254.3万 | 5.3万股 | +1.8万股+34.08% | 加仓 |
| SSPDR道富系列信托EBND |
| 0.68% | 0.69% | $327.6万 | 15.7万股 | $306.4万 | 14.8万股 | +8,145股+5.49% | 加仓 |
 泛林集团LRCX |
| 0.66% | 0.33% | $319.3万 | 7,369股 | $145.8万 | 6,823股 | +546股+8.00% | 加仓 |
 杜克能源DUK |
| 0.66% | 0.74% | $317.4万 | 2.5万股 | $328.3万 | 2.5万股 | +2股+0.01% | 加仓 |
 博通AVGO |
| 0.65% | 0.56% | $315.7万 | 8,358股 | $249.0万 | 8,044股 | +314股+3.90% | 加仓 |
| SSTATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETFGWX |
| 0.6% | 0.64% | $291.3万 | 6.7万股 | $281.4万 | 6.7万股 | -53股-0.08% | 减仓 |
 礼来LLY |
| 0.53% | 0.53% | $258.0万 | 2,150股 | $234.2万 | 2,546股 | -396股-15.55% | 减仓 |
 安费诺APH |
| 0.51% | — | $246.6万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 Meta平台META |
| 0.47% | 0.49% | $229.5万 | 4,074股 | $218.8万 | 3,824股 | +250股+6.54% | 加仓 |
 艾伯维ABBV |
| 0.47% | 0.45% | $225.5万 | 8,960股 | $198.6万 | 9,130股 | -170股-1.86% | 减仓 |
 IQVIAIQV |
| 0.45% | 0.45% | $216.6万 | 1.1万股 | $198.9万 | 1.2万股 | -453股-3.88% | 减仓 |
 美光科技MU |
| 0.44% | — | $214.8万 | 1,861股 | $0 | 0股 | +1,861股 | 新买入 |
