 宝洁PG |
| 9.99% | 8.73% | $1,781.2万 | 12.0万股 | $1,642.5万 | 10.8万股 | +1.1万股+10.54% | 加仓 |
| V先锋领航白厅基金VYM |
| 9.89% | 12.1% | $1,763.5万 | 16.7万股 | $2,278.3万 | 21.1万股 | -4.3万股-20.60% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 8.19% | 7.65% | $1,461.4万 | 10.1万股 | $1,440.5万 | 10.2万股 | -930股-0.91% | 减仓 |
| V先锋领航指数基金VTV |
| 8.07% | 8.25% | $1,438.6万 | 10.4万股 | $1,552.6万 | 11.1万股 | -6,447股-5.83% | 减仓 |
| V先锋领航指数基金VOO |
| 6.27% | 2.34% | $1,118.4万 | 3.0万股 | $439.6万 | 1.3万股 | +1.7万股+137.66% | 加仓 |
| IiShares安硕信托SGOV |
| 5.9% | 7.82% | $1,052.9万 | 10.5万股 | $1,472.0万 | 14.7万股 | -4.2万股-28.79% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 5.88% | 0.83% | $1,048.4万 | 6.8万股 | $155.4万 | 1.0万股 | +5.8万股+565.37% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 5.26% | 0.33% | $938.6万 | 6.4万股 | $63.1万 | 4,502股 | +5.9万股+1,321.10% | 加仓 |
| V先锋领航STAR基金VXUS |
| 4.27% | — | $762.3万 | 13.8万股 | $0 | 0股 | +13.8万股 | 新买入 |
| V先锋领航·FTSEVEA |
| 4.19% | <0.01% | $747.9万 | 16.6万股 | $6,757 | 161股 | +16.5万股+102,739.75% | 加仓 |
| SSPDR道富系列信托SDY |
| 4.1% | 4.03% | $730.9万 | 5.9万股 | $757.8万 | 6.1万股 | -1,491股-2.46% | 减仓 |
| IiShares安硕信托DVY |
| 3.65% | 5.6% | $650.8万 | 5.6万股 | $1,054.5万 | 8.7万股 | -3.2万股-36.48% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 2.91% | 0.85% | $519.1万 | 2.5万股 | $159.7万 | 9,282股 | +1.6万股+173.44% | 加仓 |
| V先锋领航全球基金MGV |
| 2.52% | 2.96% | $449.9万 | 4.5万股 | $558.0万 | 5.4万股 | -9,717股-17.91% | 减仓 |
| IiShares安硕信托IOO |
| 1.72% | 0.19% | $306.2万 | 4.4万股 | $35.3万 | 5,506股 | +3.8万股+693.72% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.69% | 1.53% | $301.3万 | 1.3万股 | $287.6万 | 1.4万股 | -285股-2.09% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.43% | 1.22% | $255.3万 | 6,235股 | $228.9万 | 5,985股 | +250股+4.18% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.42% | 3.08% | $253.7万 | 2.8万股 | $579.8万 | 6.3万股 | -3.6万股-56.40% | 减仓 |
| IiShares安硕信托IVV |
| 1.33% | 1.18% | $237.6万 | 5,779股 | $222.2万 | 5,782股 | -3股-0.05% | 减仓 |
| G通用动力VTI |
| 1.15% | 1.03% | $204.4万 | 1.0万股 | $193.4万 | 1.0万股 | -100股-0.99% | 减仓 |
| V先锋领航指数基金VV |
| 0.95% | 0.93% | $169.5万 | 9,072股 | $174.2万 | 1.0万股 | -930股-9.30% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.93% | 0.97% | $166.5万 | 2.7万股 | $183.4万 | 2.9万股 | -2,031股-7.08% | 减仓 |
| I景顺QQQ信托VOO |
| 0.91% | 0.72% | $162.9万 | 5,077股 | $135.9万 | 5,102股 | -25股-0.49% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.6% | 0.53% | $106.8万 | 5,712股 | $99.9万 | 5,855股 | -143股-2.44% | 减仓 |
| V先锋领航指数基金VUG |
| 0.59% | 0.44% | $105.7万 | 4,237股 | $82.2万 | 3,858股 | +379股+9.82% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.57% | 0.48% | $102.2万 | 4,184股 | $89.7万 | 4,186股 | -2股-0.05% | 减仓 |
| IiShares安硕信托USMV |
| 0.37% | 0.54% | $66.9万 | 9,195股 | $102.2万 | 1.4万股 | -4,975股-35.11% | 减仓 |
| IiShares安硕信托DSI |
| 0.33% | 0.29% | $59.5万 | 7,626股 | $54.2万 | 7,546股 | +80股+1.06% | 加仓 |
| IiShares安硕信托HDV |
| 0.31% | 3.1% | $54.4万 | 5,352股 | $582.8万 | 5.6万股 | -5.1万股-90.43% | 减仓 |
| DDimensional维度·USDFUV |
| 0.3% | 0.28% | $52.7万 | 1.6万股 | $52.8万 | 1.6万股 | -31股-0.20% | 减仓 |
| IiShares安硕·ESG OPTIMIZED MSCI USA ETFTOK |
| 0.24% | 0.22% | $43.7万 | 4,978股 | $41.0万 | 4,978股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWV |
| 0.19% | 0.16% | $33.0万 | 1,403股 | $31.0万 | 1,403股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOT |
| 0.16% | 0.14% | $27.7万 | 1,420股 | $25.5万 | 1,420股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.14% | 0.13% | $24.3万 | 2,483股 | $25.1万 | 2,483股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.14% | 0.12% | $24.3万 | 1,280股 | $22.7万 | 1,237股 | +43股+3.48% | 加仓 |
 CENTENE DEL COMCNC |
| 0.14% | 0.18% | $24.1万 | 3,818股 | $33.8万 | 4,118股 | -300股-7.29% | 减仓 |
| V先锋领航·HEALTHVHT |
| 0.13% | 0.13% | $23.5万 | 987股 | $25.4万 | 1,024股 | -37股-3.61% | 减仓 |
 AVANTIS INTLNGG |
| 0.12% | — | $21.7万 | 3,800股 | $0 | 0股 | +3,800股 | 新买入 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.12% | 0.05% | $20.9万 | 2,288股 | $9.6万 | 1,135股 | +1,153股+101.59% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.12% | 0.1% | $20.8万 | 2,263股 | $19.5万 | 2,263股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VXF |
| 0.11% | 0.1% | $19.5万 | 1,391股 | $18.6万 | 1,401股 | -10股-0.71% | 减仓 |
 微软MSFT |
| 0.1% | 0.08% | $17.7万 | 614股 | $14.7万 | 614股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 0.1% | 0.1% | $17.6万 | 2,546股 | $18.3万 | 2,546股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.1% | 0.15% | $17.2万 | 1,128股 | $27.6万 | 1,818股 | -690股-37.95% | 减仓 |
| RREPLIGENRGEN |
| 0.09% | 0.09% | $16.4万 | 975股 | $16.5万 | 975股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.08% | 0.06% | $13.8万 | 837股 | $10.9万 | 837股 | 00.00% | 持仓不变 |
 VisaV |
| 0.08% | 0.07% | $13.8万 | 610股 | $12.7万 | 610股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.08% | 0.07% | $13.5万 | 738股 | $13.3万 | 738股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.07% | 0.07% | $13.3万 | 631股 | $13.5万 | 661股 | -30股-4.54% | 减仓 |
 强生JNJ |
| 0.07% | 0.08% | $13.2万 | 850股 | $15.0万 | 850股 | 00.00% | 持仓不变 |
