| V先锋领航指数基金VOO |
| 5.43% | 5.38% | $1,055.7万 | 1.5万股 | $918.1万 | 1.5万股 | +6股+0.04% | 加仓 |
| F富达Covington信托FENI |
| 4.64% | — | $902.5万 | 22.5万股 | $0 | 0股 | +22.5万股 | 新买入 |
| V先锋领航指数基金VUG |
| 4.29% | 4.16% | $834.0万 | 9.7万股 | $710.3万 | 1.6万股 | +8.1万股+495.39% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.57% | 3.54% | $693.4万 | 9,285股 | $604.7万 | 9,298股 | -13股-0.14% | 减仓 |
| IiShares安硕信托IVV |
| 3.4% | 3.4% | $661.1万 | 8,827股 | $579.7万 | 8,874股 | -47股-0.53% | 减仓 |
| A美国世纪ETF信托AVEM |
| 3.32% | — | $645.6万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
| V先锋领航指数基金VTV |
| 3.21% | 3.31% | $623.0万 | 2.9万股 | $565.1万 | 2.9万股 | -214股-0.74% | 减仓 |
| I景顺QQQ信托VOO |
| 2.81% | 2.52% | $546.8万 | 7,425股 | $429.7万 | 7,445股 | -20股-0.27% | 减仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 2.67% | 2.53% | $517.9万 | 4.5万股 | $431.3万 | 4.6万股 | -962股-2.09% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 2.66% | 2.75% | $517.6万 | 2.4万股 | $468.8万 | 2.4万股 | -101股-0.41% | 减仓 |
| IiShares安硕信托IXN |
| 2.57% | 2.04% | $500.2万 | 3.5万股 | $347.8万 | 3.5万股 | -167股-0.48% | 减仓 |
| FFranklin Templeton ETF TrustDIVI |
| 2.57% | 2.78% | $499.1万 | 11.7万股 | $474.9万 | 11.9万股 | -2,467股-2.07% | 减仓 |
 博通AVGO |
| 2.38% | 2.21% | $462.7万 | 1.2万股 | $377.4万 | 1.2万股 | +55股+0.45% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.38% | 2.49% | $462.6万 | 7.8万股 | $424.5万 | 7.9万股 | -1,036股-1.32% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.91% | 2.05% | $371.6万 | 3.6万股 | $350.8万 | 3.6万股 | -338股-0.94% | 减仓 |
| IiShares安硕信托IDEV |
| 1.8% | 1.92% | $348.9万 | 3.9万股 | $328.6万 | 3.9万股 | -130股-0.33% | 减仓 |
| IiShares安硕信托USMV |
| 1.78% | 1.86% | $346.3万 | 3.6万股 | $317.4万 | 3.4万股 | +1,667股+4.87% | 加仓 |
 苹果AAPL |
| 1.77% | 1.74% | $344.3万 | 1.2万股 | $297.2万 | 1.2万股 | +188股+1.61% | 加仓 |
| PPRINCIPAL EXCHANGE TRADED FDPSC |
| 1.73% | — | $336.9万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| F富达Covington信托FDVV |
| 1.64% | — | $319.0万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
| F第一信托交易所交易基金VIUCON |
| 1.52% | 1.54% | $294.8万 | 11.9万股 | $263.6万 | 10.6万股 | +1.2万股+11.34% | 加仓 |
 道明尼能源D |
| 1.43% | 1.47% | $278.3万 | 4.1万股 | $251.5万 | 4.2万股 | -1,225股-2.93% | 减仓 |
| V先锋领航·MIDVO |
| 1.39% | 1.39% | $269.5万 | 3.3万股 | $237.3万 | 8,263股 | +2.5万股+304.87% | 加仓 |
 摩根大通JPM |
| 1.3% | 1.32% | $252.2万 | 7,705股 | $224.6万 | 7,634股 | +71股+0.93% | 加仓 |
| S道富SPSM |
| 1.27% | 1.21% | $245.9万 | 4.3万股 | $206.8万 | 4.3万股 | -173股-0.40% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.2% | 1.25% | $233.4万 | 9,866股 | $213.2万 | 9,914股 | -48股-0.48% | 减仓 |
| F富达·COMWLTH TRONEQ |
| 1.11% | 1.06% | $216.3万 | 2.1万股 | $181.2万 | 2.1万股 | -383股-1.79% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.11% | 0.68% | $215.3万 | 4.7万股 | $116.0万 | 2.5万股 | +2.2万股+86.03% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.97% | 0.14% | $188.5万 | 5,335股 | $24.5万 | 855股 | +4,480股+523.98% | 加仓 |
 希捷STX |
| 0.89% | 0.4% | $172.7万 | 1,790股 | $68.2万 | 1,740股 | +50股+2.87% | 加仓 |
| IiShares安硕信托IEFA |
| 0.88% | 6.13% | $171.6万 | 1.8万股 | $1,046.4万 | 11.6万股 | -9.8万股-84.63% | 减仓 |
 谷歌AGOOGL |
| 0.86% | 0.53% | $167.3万 | 4,682股 | $91.2万 | 3,171股 | +1,511股+47.65% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.83% | 0.86% | $162.1万 | 3.1万股 | $146.7万 | 3.1万股 | +27股+0.09% | 加仓 |
| V先锋领航指数基金VB |
| 0.83% | 0.83% | $160.9万 | 5,307股 | $141.1万 | 5,386股 | -79股-1.47% | 减仓 |
 微软MSFT |
| 0.79% | 0.91% | $154.4万 | 4,139股 | $155.8万 | 4,209股 | -70股-1.66% | 减仓 |
 阿斯麦ASML |
| 0.78% | 0.59% | $152.4万 | 766股 | $100.8万 | 763股 | +3股+0.39% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.76% | 0.79% | $148.1万 | 2.1万股 | $134.5万 | 2.1万股 | -205股-0.98% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.76% | 0.3% | $146.9万 | 2.9万股 | $51.6万 | 1.0万股 | +1.9万股+184.70% | 加仓 |
 联合健康UNH |
| 0.73% | 0.54% | $142.8万 | 3,435股 | $92.4万 | 3,413股 | +22股+0.64% | 加仓 |
| F第一信托·USTFDN |
| 0.72% | 0.73% | $140.4万 | 5,303股 | $125.5万 | 5,361股 | -58股-1.08% | 减仓 |
| VVanEck Russia ETFBBH |
| 0.71% | 0.78% | $138.0万 | 1.3万股 | $132.8万 | 1.4万股 | -461股-3.36% | 减仓 |
| IiShares安硕IEMG |
| 0.68% | 3.57% | $131.5万 | 1.6万股 | $609.9万 | 8.7万股 | -7.2万股-81.84% | 减仓 |
| G通用动力VTI |
| 0.64% | 0.63% | $123.4万 | 3,336股 | $107.0万 | 3,337股 | -1股-0.03% | 减仓 |
 英伟达NVDA |
| 0.63% | 0.58% | $122.5万 | 6,120股 | $99.6万 | 5,712股 | +408股+7.14% | 加仓 |
 SEMPRA COMSRE |
| 0.63% | 0.82% | $122.3万 | 1.3万股 | $139.7万 | 1.4万股 | -1,187股-8.26% | 减仓 |
 亚马逊AMZN |
| 0.63% | 0.58% | $121.9万 | 5,116股 | $99.8万 | 4,793股 | +323股+6.74% | 加仓 |
 迪尔DE |
| 0.62% | 0.63% | $120.3万 | 1,897股 | $106.8万 | 1,896股 | +1股+0.05% | 加仓 |
 摩托罗拉解决方案MSI |
| 0.61% | 0.73% | $118.5万 | 2,853股 | $123.9万 | 2,855股 | -2股-0.07% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.61% | 0.63% | $118.1万 | 2,361股 | $107.9万 | 2,251股 | +110股+4.89% | 加仓 |
 美国运通AXP |
| 0.6% | 0.61% | $116.9万 | 3,457股 | $104.2万 | 3,444股 | +13股+0.38% | 加仓 |
