| IiShares安硕信托IVV |
| 8.48% | 8.23% | $2,667.9万 | 3.6万股 | $2,326.8万 | 3.6万股 | +3股+0.01% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 6% | 6.37% | $1,885.8万 | 22.8万股 | $1,802.2万 | 21.8万股 | +1.0万股+4.76% | 加仓 |
 亚马逊AMZN |
| 5.06% | 4.9% | $1,592.6万 | 6.7万股 | $1,386.5万 | 6.7万股 | +248股+0.37% | 加仓 |
| SSPDR道富系列信托SPYG |
| 4.98% | 4.49% | $1,565.7万 | 13.2万股 | $1,269.7万 | 13.0万股 | +1,902股+1.47% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 4.33% | 4.48% | $1,360.5万 | 17.2万股 | $1,265.7万 | 16.0万股 | +1.2万股+7.81% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.79% | 4.03% | $1,192.7万 | 2.4万股 | $1,139.1万 | 2.4万股 | +64股+0.27% | 加仓 |
| DDimensional维度ETF信托DUSB |
| 3.38% | 4.09% | $1,062.6万 | 20.9万股 | $1,157.5万 | 22.8万股 | -1.9万股-8.33% | 减仓 |
 谷歌AGOOGL |
| 2.5% | 2.08% | $786.5万 | 2.2万股 | $589.0万 | 2.0万股 | +1,525股+7.45% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.42% | 2.3% | $761.1万 | 10.9万股 | $650.3万 | 10.4万股 | +4,746股+4.56% | 加仓 |
| V先锋领航市政债券基金VCRM |
| 2.32% | 2.58% | $731.0万 | 9.6万股 | $730.3万 | 9.7万股 | -1,500股-1.54% | 减仓 |
| S道富SPYV |
| 2.11% | 2.22% | $663.3万 | 10.9万股 | $629.0万 | 11.1万股 | -2,070股-1.86% | 减仓 |
| IiShares安硕信托IEFA |
| 2.03% | 2.14% | $638.1万 | 6.6万股 | $605.8万 | 6.7万股 | -846股-1.26% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 2.03% | 1.97% | $637.6万 | 4.4万股 | $557.5万 | 4.4万股 | +34股+0.08% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.84% | 1.96% | $577.2万 | 2.9万股 | $554.7万 | 3.0万股 | -893股-2.97% | 减仓 |
 好市多COST |
| 1.8% | 2.13% | $566.6万 | 6,056股 | $602.7万 | 6,048股 | +8股+0.13% | 加仓 |
| V先锋领航指数基金VTV |
| 1.69% | 1.54% | $532.8万 | 2.4万股 | $434.9万 | 2.2万股 | +2,282股+10.30% | 加仓 |
 英伟达NVDA |
| 1.66% | 1.4% | $521.6万 | 2.6万股 | $394.9万 | 2.3万股 | +3,424股+15.12% | 加仓 |
 强生JNJ |
| 1.65% | 1.73% | $518.3万 | 2.0万股 | $488.8万 | 2.0万股 | +410股+2.05% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 1.61% | 1.49% | $505.0万 | 4.0万股 | $422.3万 | 3.9万股 | +1,013股+2.63% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 1.47% | 1.47% | $462.6万 | 4.2万股 | $415.7万 | 4.4万股 | -1,549股-3.52% | 减仓 |
| V先锋领航指数基金VBK |
| 1.41% | 1.31% | $442.8万 | 1.2万股 | $370.4万 | 1.2万股 | -146股-1.19% | 减仓 |
| DDimensional维度·USDFUV |
| 1.3% | 1.29% | $408.3万 | 7.4万股 | $365.4万 | 7.5万股 | -1,180股-1.56% | 减仓 |
 联合太平洋铁路UNP |
| 1.3% | 1.28% | $407.8万 | 1.5万股 | $362.1万 | 1.5万股 | +66股+0.44% | 加仓 |
| WWISDOMTREE JAPAN OPPORTUNITIES FUNDOPPJ |
| 1.29% | 1.34% | $406.0万 | 7.0万股 | $378.7万 | 7.0万股 | +748股+1.07% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.24% | 1.19% | $390.7万 | 4.7万股 | $337.6万 | 4.7万股 | -25股-0.05% | 减仓 |
 苹果AAPL |
| 1.19% | 1.01% | $374.8万 | 1.3万股 | $286.8万 | 1.1万股 | +1,652股+14.62% | 加仓 |
| I景顺·S&PSPHQ |
| 1.19% | 0.94% | $374.6万 | 4.2万股 | $265.3万 | 3.5万股 | +6,294股+17.84% | 加仓 |
 TJXTJX |
| 1.09% | 1.28% | $343.6万 | 2.3万股 | $361.4万 | 2.3万股 | +52股+0.23% | 加仓 |
 美国运通AXP |
| 1.05% | 1.02% | $330.9万 | 9,784股 | $289.7万 | 9,578股 | +206股+2.15% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.98% | 1.19% | $307.7万 | 6.1万股 | $337.4万 | 6.8万股 | -6,804股-10.06% | 减仓 |
| IiShares安硕信托IGIB |
| 0.9% | 0.9% | $284.0万 | 5.3万股 | $254.6万 | 4.8万股 | +5,569股+11.64% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.88% | 0.98% | $277.2万 | 3.7万股 | $278.0万 | 3.7万股 | -122股-0.33% | 减仓 |
 PROGRESSIVEPGR |
| 0.83% | 0.84% | $262.1万 | 1.2万股 | $237.8万 | 1.2万股 | +5股+0.04% | 加仓 |
 博通AVGO |
| 0.74% | 0.68% | $234.2万 | 6,200股 | $191.9万 | 6,200股 | 00.00% | 持仓不变 |
| S道富SLYG |
| 0.69% | 0.66% | $215.9万 | 1.8万股 | $187.6万 | 1.9万股 | -1,295股-6.67% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.64% | 0.58% | $201.5万 | 8,516股 | $164.1万 | 7,630股 | +886股+11.61% | 加仓 |
 微软MSFT |
| 0.61% | 0.67% | $190.7万 | 5,113股 | $188.6万 | 5,096股 | +17股+0.33% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.6% | 0.62% | $189.9万 | 3.7万股 | $175.3万 | 3.7万股 | -681股-1.82% | 减仓 |
| IiShares安硕信托IJK |
| 0.58% | 0.56% | $182.6万 | 1.6万股 | $158.5万 | 1.6万股 | -211股-1.34% | 减仓 |
| V先锋领航全球基金VGT |
| 0.56% | 0.44% | $176.9万 | 1.5万股 | $125.1万 | 1,794股 | +1.3万股+725.20% | 加仓 |
| IiShares安硕信托IQLT |
| 0.51% | 0.28% | $159.9万 | 3.2万股 | $79.6万 | 1.7万股 | +1.5万股+87.42% | 加仓 |
 摩根大通JPM |
| 0.49% | 0.48% | $153.2万 | 4,680股 | $135.7万 | 4,612股 | +68股+1.47% | 加仓 |
 AMGEN COMAMGN |
| 0.48% | 0.52% | $151.5万 | 4,182股 | $146.2万 | 4,155股 | +27股+0.65% | 加仓 |
| IiShares安硕信托STIP |
| 0.45% | 0.58% | $140.8万 | 1.4万股 | $164.5万 | 1.6万股 | -2,125股-13.36% | 减仓 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 0.44% | 0.32% | $139.7万 | 8,211股 | $91.7万 | 6,323股 | +1,888股+29.86% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.44% | 0.42% | $139.5万 | 1.1万股 | $120.1万 | 2,816股 | +8,418股+298.93% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.43% | 0.21% | $134.7万 | 8,340股 | $60.6万 | 5,402股 | +2,938股+54.39% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.42% | 0.34% | $130.7万 | 1.2万股 | $95.8万 | 9,271股 | +2,309股+24.91% | 加仓 |
| IiShares安硕IEMG |
| 0.4% | 0.38% | $126.6万 | 1.5万股 | $107.9万 | 1.5万股 | -183股-1.18% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.4% | 0.44% | $125.1万 | 1.5万股 | $124.8万 | 1.6万股 | -702股-4.41% | 减仓 |
