| V先锋领航指数基金VXF |
| 15.38% | 14.01% | $5,235.3万 | 21.3万股 | $4,171.1万 | 20.3万股 | +9,955股+4.91% | 加仓 |
| V先锋领航白厅基金VYM |
| 12.56% | 13.37% | $4,272.7万 | 27.0万股 | $3,980.5万 | 26.9万股 | +1,602股+0.60% | 加仓 |
| IINVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTHPWB |
| 10.65% | 8.97% | $3,625.6万 | 21.5万股 | $2,672.5万 | 21.2万股 | +3,001股+1.41% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 9.8% | 9.3% | $3,335.7万 | 8.1万股 | $2,768.7万 | 7.8万股 | +3,807股+4.90% | 加仓 |
| IISHARES INVESTMENT GRADESYSTEMATIC BOND ETFIGEB |
| 7.96% | 8.68% | $2,707.2万 | 59.3万股 | $2,584.6万 | 57.1万股 | +2.2万股+3.90% | 加仓 |
| S嘉信策略信托SCHF |
| 7.48% | 7.62% | $2,545.1万 | 91.9万股 | $2,268.4万 | 91.7万股 | +2,275股+0.25% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 7.16% | 7.39% | $2,435.7万 | 51.9万股 | $2,199.9万 | 51.8万股 | +1,368股+0.26% | 加仓 |
| V先锋领航指数基金VNQ |
| 4.75% | 3.58% | $1,615.4万 | 16.8万股 | $1,066.2万 | 12.0万股 | +4.7万股+39.37% | 加仓 |
| SSPDR黄金信托GLD |
| 4.21% | 4.83% | $1,432.6万 | 3.9万股 | $1,438.1万 | 3.3万股 | +5,466股+16.35% | 加仓 |
| IiShares安硕信托AGG |
| 2.72% | 3.06% | $926.3万 | 9.4万股 | $910.6万 | 9.2万股 | +1,851股+2.02% | 加仓 |
| SSPDR行业精选信托XLF |
| 2.72% | 2.72% | $925.3万 | 17.3万股 | $809.4万 | 16.4万股 | +8,657股+5.28% | 加仓 |
| SSPDR行业精选信托XLE |
| 2.46% | 3.83% | $836.9万 | 15.8万股 | $1,140.0万 | 18.6万股 | -2.9万股-15.33% | 减仓 |
 苹果AAPL |
| 2.02% | 2.05% | $688.7万 | 2.4万股 | $612.0万 | 2.4万股 | -315股-1.31% | 减仓 |
| SSPDR道富指数基金SPGM |
| 1.04% | 1.04% | $355.0万 | 4.1万股 | $309.0万 | 4.1万股 | +625股+1.53% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.74% | 0.82% | $253.4万 | 5.0万股 | $243.4万 | 4.9万股 | +1,302股+2.67% | 加仓 |
 埃克森美孚XOM |
| 0.7% | 1% | $239.5万 | 1.8万股 | $297.7万 | 1.8万股 | -24股-0.14% | 减仓 |
 特斯拉TSLA |
| 0.65% | 0.61% | $220.4万 | 5,241股 | $182.6万 | 4,913股 | +328股+6.68% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.5% | 0.56% | $170.7万 | 3.5万股 | $165.6万 | 3.5万股 | +46股+0.13% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.49% | 0.55% | $168.4万 | 7.3万股 | $165.0万 | 7.1万股 | +1,751股+2.46% | 加仓 |
| IiShares安硕信托EEM |
| 0.34% | 0.32% | $115.7万 | 1.7万股 | $96.5万 | 1.7万股 | -73股-0.43% | 减仓 |
| IiShares安硕信托GVI |
| 0.3% | 0.31% | $102.5万 | 9,521股 | $93.3万 | 8,791股 | +730股+8.30% | 加仓 |
 微软MSFT |
| 0.28% | 0.32% | $94.7万 | 2,539股 | $94.2万 | 2,544股 | -5股-0.20% | 减仓 |
 英特尔INTC |
| 0.27% | 0.12% | $92.2万 | 6,600股 | $35.3万 | 8,000股 | -1,400股-17.50% | 减仓 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 0.27% | 0.27% | $91.8万 | 5,394股 | $80.9万 | 5,578股 | -184股-3.30% | 减仓 |
| IiShares安硕信托IGIB |
| 0.23% | 0.26% | $78.8万 | 1.5万股 | $78.8万 | 1.5万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.23% | 0.23% | $76.7万 | 2,235股 | $67.6万 | 2,235股 | 00.00% | 持仓不变 |
 PAYPAL COMPYPL |
| 0.22% | 0.24% | $75.9万 | 1.8万股 | $70.0万 | 1.5万股 | +2,092股+13.52% | 加仓 |
 英伟达NVDA |
| 0.2% | 0.21% | $69.3万 | 3,462股 | $61.6万 | 3,532股 | -70股-1.98% | 减仓 |
 雪佛龙CVX |
| 0.2% | 0.29% | $68.5万 | 4,133股 | $85.3万 | 4,121股 | +12股+0.29% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.18% | 0.27% | $62.4万 | 1,247股 | $81.1万 | 1,693股 | -446股-26.34% | 减仓 |
| S嘉信策略信托SCHE |
| 0.18% | 0.18% | $61.5万 | 1.7万股 | $54.8万 | 1.7万股 | +308股+1.85% | 加仓 |
| VVanEck ETF信托HYD |
| 0.18% | 0.19% | $60.3万 | 1.2万股 | $56.0万 | 1.1万股 | +550股+4.93% | 加仓 |
 赛富时CRM |
| 0.18% | 0.17% | $59.6万 | 3,803股 | $49.9万 | 2,674股 | +1,129股+42.22% | 加仓 |
| CCONVERGENCE LONG/SHORT EQUITY ETFCLSE |
| 0.17% | 0.14% | $58.5万 | 1.7万股 | $41.8万 | 1.5万股 | +2,288股+15.39% | 加仓 |
 UNITED AIRLS COMUAL |
| 0.16% | 0.13% | $53.6万 | 3,942股 | $39.5万 | 4,291股 | -349股-8.13% | 减仓 |
| F富达Covington信托FELG |
| 0.14% | 0.13% | $46.8万 | 1.1万股 | $40.1万 | 1.1万股 | +12股+0.11% | 加仓 |
 高盛GS |
| 0.13% | 0.13% | $45.9万 | 454股 | $39.6万 | 468股 | -14股-2.99% | 减仓 |
| EENERGY TRANSFER L PET |
| 0.13% | 0.15% | $43.0万 | 2.3万股 | $43.4万 | 2.3万股 | 00.00% | 持仓不变 |
 波音BA |
| 0.12% | 0.12% | $40.3万 | 1,863股 | $35.9万 | 1,801股 | +62股+3.44% | 加仓 |
 ALTRIAMO |
| 0.11% | 0.12% | $38.2万 | 5,306股 | $35.5万 | 5,386股 | -80股-1.49% | 减仓 |
 强生JNJ |
| 0.1% | 0.11% | $34.9万 | 1,373股 | $33.6万 | 1,373股 | 00.00% | 持仓不变 |
 财捷INTU |
| 0.1% | 0.18% | $32.5万 | 1,245股 | $53.8万 | 1,245股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.09% | 0.09% | $32.3万 | 2,597股 | $27.7万 | 649股 | +1,948股+300.15% | 加仓 |
 纽蒙特NEM |
| 0.09% | 0.14% | $31.6万 | 3,382股 | $42.2万 | 3,897股 | -515股-13.22% | 减仓 |
| FFUNDSTRAT GRANNYGRNY |
| 0.09% | 0.09% | $30.5万 | 1.1万股 | $26.3万 | 1.1万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.09% | 0.09% | $30.3万 | 1,273股 | $26.7万 | 1,283股 | -10股-0.78% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.09% | 0.09% | $30.3万 | 1,674股 | $27.7万 | 1,674股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.09% | 0.09% | $29.7万 | 1,091股 | $26.5万 | 1,091股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.09% | 0.08% | $29.6万 | 402股 | $23.1万 | 400股 | +2股+0.50% | 加仓 |
| C资本集团固定收益ETF信托CGMS |
| 0.08% | — | $28.6万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
