| V先锋领航指数基金VOO |
| 14.76% | 14.03% | $3,493.1万 | 5.1万股 | $2,926.4万 | 4.9万股 | +1,886股+3.85% | 加仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 10.92% | 10.3% | $2,585.4万 | 62.9万股 | $2,149.7万 | 60.4万股 | +2.5万股+4.14% | 加仓 |
| IiShares安硕信托IVV |
| 10.22% | 10% | $2,418.7万 | 3.2万股 | $2,086.5万 | 3.2万股 | +355股+1.11% | 加仓 |
| V先锋领航·FTSEVEA |
| 8.83% | 8.69% | $2,090.8万 | 29.3万股 | $1,812.3万 | 28.3万股 | +1.1万股+3.75% | 加仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 6.26% | 6.84% | $1,480.9万 | 30.6万股 | $1,427.3万 | 29.8万股 | +7,822股+2.62% | 加仓 |
| B贝莱德ETF信托DYNF |
| 5.91% | 5.38% | $1,398.4万 | 20.6万股 | $1,121.9万 | 19.3万股 | +1.3万股+6.63% | 加仓 |
| V先锋领航STAR基金VXUS |
| 4.2% | 4.36% | $994.9万 | 11.6万股 | $910.1万 | 11.8万股 | -1,653股-1.40% | 减仓 |
| IiShares安硕信托IEFA |
| 2.67% | 2.84% | $632.6万 | 6.6万股 | $591.9万 | 6.5万股 | +124股+0.19% | 加仓 |
| IiShares安硕信托SGOV |
| 2.53% | 2.98% | $598.8万 | 5.9万股 | $622.7万 | 6.2万股 | -2,383股-3.85% | 减仓 |
| SSPDR道富指数基金SPEM |
| 2.13% | 2.2% | $503.8万 | 9.7万股 | $458.1万 | 9.8万股 | -360股-0.37% | 减仓 |
| IiShares安硕信托EFV |
| 1.74% | 1.92% | $411.3万 | 5.4万股 | $399.7万 | 5.4万股 | -30股-0.06% | 减仓 |
 苹果AAPL |
| 1.64% | 1.59% | $388.2万 | 1.3万股 | $331.8万 | 1.3万股 | +343股+2.62% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.59% | 1.4% | $375.3万 | 4.6万股 | $292.8万 | 4.1万股 | +4,409股+10.71% | 加仓 |
| IiShares安硕信托USMV |
| 1.42% | 1.74% | $336.3万 | 3.5万股 | $362.5万 | 3.9万股 | -4,220股-10.80% | 减仓 |
| IiShares安硕信托IXUS |
| 1.35% | 1.37% | $319.4万 | 3.3万股 | $285.7万 | 3.3万股 | +491股+1.49% | 加仓 |
| V先锋领航指数基金VUG |
| 1.24% | 1.23% | $294.2万 | 3.4万股 | $256.3万 | 5,867股 | +2.8万股+482.04% | 加仓 |
| V先锋领航指数基金VTV |
| 1.24% | 1.27% | $293.1万 | 1.3万股 | $265.2万 | 1.4万股 | -64股-0.47% | 减仓 |
 微软MSFT |
| 1.03% | 1.17% | $244.6万 | 6,557股 | $243.6万 | 6,579股 | -22股-0.33% | 减仓 |
| IiShares安硕IEMG |
| 0.96% | 0.91% | $228.3万 | 2.8万股 | $188.8万 | 2.7万股 | +482股+1.78% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.95% | 0.94% | $224.7万 | 5,487股 | $196.3万 | 5,506股 | -19股-0.35% | 减仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 0.67% | 0.89% | $157.5万 | 5.2万股 | $185.0万 | 5.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.65% | 0.74% | $153.7万 | 1.4万股 | $154.1万 | 1.4万股 | -38股-0.26% | 减仓 |
| IiShares安硕信托GJS |
| 0.65% | 0.67% | $152.9万 | 6.7万股 | $139.1万 | 6.1万股 | +6,384股+10.51% | 加仓 |
| PPACER FDS TR TRENDP US LAR CPPTLC |
| 0.64% | 0.71% | $152.2万 | 2.6万股 | $147.5万 | 2.8万股 | -1,991股-7.08% | 减仓 |
| IiShares安硕信托IWS |
| 0.53% | 0.53% | $124.8万 | 7,579股 | $110.4万 | 7,574股 | +5股+0.07% | 加仓 |
 埃克森美孚XOM |
| 0.52% | 0.73% | $122.2万 | 8,941股 | $153.2万 | 9,031股 | -90股-1.00% | 减仓 |
| SSPROTT ETF TRUST GOLD MINERS ETFSGDJ |
| 0.51% | 0.71% | $121.7万 | 1.9万股 | $147.6万 | 2.0万股 | -200股-1.02% | 减仓 |
 特斯拉TSLA |
| 0.47% | 0.47% | $110.2万 | 2,620股 | $97.4万 | 2,620股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.46% | 0.37% | $109.6万 | 1,029股 | $77.2万 | 1,090股 | -61股-5.60% | 减仓 |
 艾默生电气EMR |
| 0.45% | 0.47% | $105.4万 | 7,360股 | $97.7万 | 7,460股 | -100股-1.34% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.43% | 0.43% | $102.7万 | 6,540股 | $89.1万 | 6,443股 | +97股+1.51% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.43% | 0.47% | $101.3万 | 2,025股 | $97.0万 | 2,025股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.42% | 0.17% | $99.7万 | 1,717股 | $34.9万 | 1,717股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.4% | 0.38% | $93.8万 | 6,323股 | $78.7万 | 6,330股 | -7股-0.11% | 减仓 |
 AMGEN COMAMGN |
| 0.39% | 0.43% | $92.4万 | 2,551股 | $89.7万 | 2,551股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.38% | 0.42% | $88.9万 | 6,065股 | $87.6万 | 6,065股 | 00.00% | 持仓不变 |
 iShares安硕·MBSACGL |
| 0.35% | 0.33% | $82.5万 | 8,729股 | $69.5万 | 7,315股 | +1,414股+19.33% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.35% | 0.35% | $82.3万 | 1.4万股 | $73.4万 | 1.4万股 | +206股+1.52% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.32% | 0.16% | $76.8万 | 2.7万股 | $32.7万 | 1.3万股 | +1.3万股+103.39% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.3% | 0.33% | $71.9万 | 1.4万股 | $68.0万 | 1.4万股 | +581股+4.26% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.3% | 0.32% | $71.2万 | 4,505股 | $67.0万 | 4,522股 | -17股-0.38% | 减仓 |
 礼来LLY |
| 0.3% | 0.26% | $70.4万 | 587股 | $54.0万 | 587股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.29% | 0.29% | $69.2万 | 926股 | $60.2万 | 926股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.29% | 0.22% | $68.7万 | 5,849股 | $45.4万 | 5,849股 | 00.00% | 持仓不变 |
| PPACER FDS TR TRENDPILOT INTLPTIN |
| 0.29% | 0.33% | $67.6万 | 1.8万股 | $68.0万 | 2.1万股 | -2,485股-11.88% | 减仓 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 0.28% | 0.41% | $66.7万 | 3.5万股 | $85.8万 | 3.5万股 | +188股+0.53% | 加仓 |
 甲骨文ORCL |
| 0.26% | 0.29% | $61.0万 | 4,159股 | $61.2万 | 4,159股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 0.25% | 0.25% | $58.3万 | 2.1万股 | $52.1万 | 2.1万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.24% | — | $57.9万 | 4,150股 | $0 | 0股 | +4,150股 | 新买入 |
 HERSHEY COMHSY |
| 0.24% | 0.32% | $55.6万 | 3,171股 | $65.9万 | 3,170股 | +1股+0.03% | 加仓 |
