| V先锋领航斯科茨代尔基金VONG |
| 29.49% | 21.71% | $1,220.5万 | 17.2万股 | $1,039.4万 | 16.5万股 | +7,217股+4.37% | 加仓 |
| V先锋领航指数基金VOO |
| 26.12% | 19.72% | $1,081.1万 | 2.7万股 | $944.0万 | 2.5万股 | +1,444股+5.75% | 加仓 |
| SSPDR标普500 ETFSPY |
| 6.45% | 5.25% | $266.8万 | 6,018股 | $251.3万 | 6,138股 | -120股-1.96% | 减仓 |
| IiShares安硕信托DSI |
| 5.05% | 4.04% | $208.8万 | 2.5万股 | $193.5万 | 2.5万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 4.67% | 3.98% | $193.3万 | 2.7万股 | $190.7万 | 2.7万股 | 00.00% | 持仓不变 |
 HCA医疗HCA |
| 3.53% | 2.65% | $146.1万 | 4,813股 | $126.9万 | 4,813股 | 00.00% | 持仓不变 |
| AAMPLIFY ETF TRDIVO |
| 3.48% | 3.22% | $144.1万 | 4.0万股 | $154.0万 | 4.3万股 | -3,400股-7.83% | 减仓 |
| IINVESCO S&P ULTRA DIVIDEND REVENUE ETFRDIV |
| 2.75% | 2.9% | $113.8万 | 2.7万股 | $138.9万 | 3.4万股 | -6,618股-19.58% | 减仓 |
| V先锋领航指数基金VTV |
| 2.43% | 2.05% | $100.8万 | 7,091股 | $97.9万 | 7,091股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 2.23% | 1.75% | $92.4万 | 1.3万股 | $83.7万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·ESGEFA |
| 2.14% | 1.82% | $88.6万 | 1.2万股 | $87.3万 | 1.2万股 | 00.00% | 持仓不变 |
| FFS KKR CAPFSK |
| 1.97% | 1.85% | $81.5万 | 4.3万股 | $88.6万 | 4.8万股 | -5,405股-11.28% | 减仓 |
 微软MSFT |
| 1.92% | 0.74% | $79.5万 | 2,334股 | $35.3万 | 1,223股 | +1,111股+90.84% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.07% | 0.94% | $44.2万 | 5,440股 | $45.1万 | 5,440股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1% | 0.69% | $41.3万 | 2,129股 | $33.0万 | 2,001股 | +128股+6.40% | 加仓 |
 埃克森美孚XOM |
| 0.84% | 0.74% | $34.9万 | 3,250股 | $35.6万 | 3,250股 | 00.00% | 持仓不变 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 0.82% | — | $34.0万 | 4,269股 | $0 | 0股 | +4,269股 | 新买入 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.65% | 0.56% | $27.0万 | 1.0万股 | $26.6万 | 1.0万股 | 00.00% | 持仓不变 |
 ARES CAPITALARCC |
| 0.64% | 0.65% | $26.3万 | 1.4万股 | $31.2万 | 1.7万股 | -3,091股-18.09% | 减仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.62% | 0.55% | $25.8万 | 2,030股 | $26.2万 | 2,030股 | 00.00% | 持仓不变 |
| IiShares安硕信托 |
| 0.61% | 0.52% | $25.1万 | 1.0万股 | $25.1万 | 1.0万股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.52% | 0.47% | $21.4万 | 2,162股 | $22.5万 | 2,162股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.51% | — | $21.2万 | 1,628股 | $0 | 0股 | +1,628股 | 新买入 |
 KINDER MORGAN DEL COMKMI |
| 0.49% | 0.43% | $20.3万 | 1.2万股 | $20.6万 | 1.2万股 | 00.00% | 持仓不变 |
