| V先锋领航白厅基金VYM |
| 10.09% | 10.35% | $3,576.2万 | 26.8万股 | $3,388.6万 | 26.3万股 | +5,493股+2.09% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 9.88% | 10.12% | $3,501.2万 | 69.1万股 | $3,311.0万 | 65.4万股 | +3.7万股+5.64% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 9.6% | 8.63% | $3,402.8万 | 8.6万股 | $2,824.2万 | 8.4万股 | +1,377股+1.63% | 加仓 |
| V先锋领航·FTSEVEA |
| 6.53% | 6.21% | $2,313.1万 | 40.6万股 | $2,034.0万 | 40.0万股 | +5,576股+1.39% | 加仓 |
| SSPDR标普500 ETFSPY |
| 6.52% | 6.29% | $2,310.3万 | 3.7万股 | $2,058.1万 | 3.7万股 | +602股+1.64% | 加仓 |
| SSPDR道富指数基金SPDW |
| 6.25% | 5.99% | $2,213.4万 | 54.7万股 | $1,961.0万 | 53.9万股 | +8,071股+1.50% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 5.01% | 5.24% | $1,775.0万 | 31.2万股 | $1,715.5万 | 30.0万股 | +1.2万股+3.99% | 加仓 |
| V先锋领航·MIDVO |
| 4.47% | 4.37% | $1,585.0万 | 5.7万股 | $1,429.9万 | 5.5万股 | +1,351股+2.44% | 加仓 |
| J摩根大通交易所交易基金BBAG |
| 4.44% | 4.74% | $1,572.2万 | 34.1万股 | $1,553.1万 | 33.7万股 | +3,703股+1.10% | 加仓 |
| V先锋领航指数基金VB |
| 4.34% | 4.26% | $1,539.3万 | 6.5万股 | $1,393.6万 | 6.3万股 | +2,110股+3.36% | 加仓 |
| CCABLE ONECABO |
| 4.32% | 4.83% | $1,531.8万 | 2.0万股 | $1,582.1万 | 2.0万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VCIT |
| 4.3% | 4.61% | $1,522.6万 | 18.4万股 | $1,508.5万 | 18.5万股 | -883股-0.48% | 减仓 |
| IiShares安硕信托LQD |
| 4.13% | 4.41% | $1,462.9万 | 13.3万股 | $1,443.1万 | 13.3万股 | +692股+0.52% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.73% | 3.62% | $1,321.8万 | 26.7万股 | $1,184.3万 | 26.2万股 | +5,581股+2.13% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 3.06% | 3.14% | $1,084.4万 | 6.6万股 | $1,028.2万 | 6.4万股 | +1,889股+2.95% | 加仓 |
| AAvantis·U SAVUV |
| 2.48% | 2.39% | $879.9万 | 9.7万股 | $782.4万 | 9.0万股 | +6,829股+7.61% | 加仓 |
| GGlobal X基金PFFD |
| 1.62% | 1.75% | $573.7万 | 30.5万股 | $571.5万 | 30.0万股 | +4,523股+1.51% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.54% | 0.56% | $190.8万 | 9,784股 | $183.3万 | 9,839股 | -55股-0.56% | 减仓 |
| S道富SPYV |
| 0.41% | 0.44% | $146.0万 | 2.8万股 | $144.3万 | 2.8万股 | -350股-1.24% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.34% | 0.42% | $121.6万 | 2,504股 | $136.1万 | 2,556股 | -52股-2.03% | 减仓 |
 苹果AAPL |
| 0.34% | 0.34% | $121.2万 | 5,906股 | $112.0万 | 5,043股 | +863股+17.11% | 加仓 |
| V先锋领航指数基金VOO |
| 0.3% | 0.29% | $105.3万 | 1,854股 | $95.9万 | 1,866股 | -12股-0.64% | 减仓 |
 雷诺士LII |
| 0.26% | 0.27% | $91.4万 | 1,595股 | $89.5万 | 1,595股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPYG |
| 0.21% | 0.2% | $76.0万 | 7,969股 | $65.0万 | 8,085股 | -116股-1.43% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.21% | 0.22% | $74.3万 | 9,270股 | $70.8万 | 9,869股 | -599股-6.07% | 减仓 |
| IiShares安硕信托IVV |
| 0.18% | 0.17% | $64.3万 | 1,035股 | $56.2万 | 1,001股 | +34股+3.40% | 加仓 |
| V先锋领航指数基金VUG |
| 0.18% | 0.15% | $64.1万 | 1,463股 | $48.9万 | 1,319股 | +144股+10.92% | 加仓 |
| GGlobal X基金XYLD |
| 0.16% | 0.19% | $58.3万 | 1.5万股 | $62.0万 | 1.6万股 | -721股-4.59% | 减仓 |
 微软MSFT |
| 0.15% | 0.12% | $54.4万 | 1,093股 | $39.7万 | 1,057股 | +36股+3.41% | 加仓 |
 CORTEVA COMCTVA |
| 0.15% | 0.01% | $53.0万 | 7,117股 | $4.8万 | 755股 | +6,362股+842.65% | 加仓 |
 强生JNJ |
| 0.15% | 0.17% | $51.9万 | 3,399股 | $56.3万 | 3,396股 | +3股+0.09% | 加仓 |
 ALLIANT ENERGY COMLNT |
| 0.13% | 0.15% | $44.7万 | 7,395股 | $47.6万 | 7,395股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.12% | 0.03% | $41.2万 | 558股 | $10.0万 | 173股 | +385股+222.54% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.11% | 0.11% | $40.1万 | 7,852股 | $36.6万 | 7,320股 | +532股+7.27% | 加仓 |
 可口可乐KO |
| 0.1% | 0.11% | $36.5万 | 5,154股 | $37.5万 | 5,229股 | -75股-1.43% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.1% | 0.08% | $35.3万 | 2,489股 | $26.7万 | 1,950股 | +539股+27.64% | 加仓 |
 联合健康UNH |
| 0.09% | 0.18% | $32.7万 | 1,048股 | $59.2万 | 1,131股 | -83股-7.34% | 减仓 |
 摩根大通JPM |
| 0.09% | 0.09% | $31.6万 | 1,091股 | $31.0万 | 1,266股 | -175股-13.82% | 减仓 |
 迪尔DE |
| 0.09% | 0.09% | $31.3万 | 616股 | $28.9万 | 616股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPYD |
| 0.08% | 0.1% | $30.1万 | 7,083股 | $31.6万 | 7,129股 | -46股-0.65% | 减仓 |
 宝洁PG |
| 0.08% | 0.1% | $29.9万 | 1,874股 | $31.9万 | 1,874股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.08% | 0.08% | $29.2万 | 1,653股 | $27.2万 | 1,573股 | +80股+5.09% | 加仓 |
| PPRINCIPAL FINANCIAL INPFG |
| 0.08% | 0.09% | $28.5万 | 3,589股 | $29.3万 | 3,469股 | +120股+3.46% | 加仓 |
| IIBMIBM |
| 0.08% | 0.07% | $27.8万 | 942股 | $23.4万 | 942股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.08% | 0.08% | $26.9万 | 4,333股 | $25.3万 | 4,333股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.07% | 0.08% | $25.8万 | 2,358股 | $24.7万 | 2,358股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.07% | 0.08% | $25.7万 | 2,891股 | $25.9万 | 2,866股 | +25股+0.87% | 加仓 |
 埃克森美孚XOM |
| 0.07% | 0.09% | $25.7万 | 2,387股 | $28.3万 | 2,378股 | +9股+0.38% | 加仓 |
| G通用动力VTI |
| 0.07% | 0.07% | $25.7万 | 845股 | $23.2万 | 845股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.07% | 0.08% | $25.0万 | 2,728股 | $26.0万 | 2,654股 | +74股+2.79% | 加仓 |
