| V先锋领航指数基金VOO |
| 15.02% | 15.35% | $1.95亿 | 28.4万股 | $1.74亿 | 29.1万股 | -6,959股-2.39% | 减仓 |
| V先锋领航债券指数基金BIV |
| 7.18% | 8.46% | $9,311.9万 | 121.4万股 | $9,573.4万 | 124.0万股 | -2.6万股-2.12% | 减仓 |
| IiShares安硕信托DGRO |
| 6.07% | 6.16% | $7,874.9万 | 103.9万股 | $6,974.2万 | 99.4万股 | +4.5万股+4.56% | 加仓 |
| V先锋领航指数基金VUG |
| 5.13% | 5.36% | $6,652.8万 | 77.2万股 | $6,066.6万 | 13.9万股 | +63.3万股+456.07% | 加仓 |
| J摩根大通交易所交易基金JGRO |
| 4.68% | 4.51% | $6,076.2万 | 61.6万股 | $5,105.3万 | 60.4万股 | +1.2万股+2.03% | 加仓 |
| V先锋领航指数基金VB |
| 4.43% | 4.36% | $5,741.9万 | 18.9万股 | $4,930.4万 | 18.8万股 | +1,185股+0.63% | 加仓 |
 1ST SOURCESRCE |
| 4.12% | — | $5,344.2万 | 65.5万股 | $0 | 0股 | +65.5万股 | 新买入 |
| IiShares安硕·COREIJH |
| 3.98% | 3.93% | $5,160.4万 | 66.9万股 | $4,448.9万 | 65.9万股 | +1.0万股+1.58% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 3.26% | 3.42% | $4,227.2万 | 113.5万股 | $3,869.0万 | 108.9万股 | +4.6万股+4.18% | 加仓 |
| V先锋领航·MIDVO |
| 2.93% | 3.03% | $3,802.0万 | 47.2万股 | $3,428.3万 | 11.9万股 | +35.3万股+295.29% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.48% | 2.61% | $3,220.4万 | 45.2万股 | $2,950.6万 | 46.0万股 | -8,472股-1.84% | 减仓 |
| I景顺QQQ信托VOO |
| 2.46% | 2.2% | $3,194.4万 | 4.3万股 | $2,493.8万 | 4.3万股 | +173股+0.40% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.83% | 2.31% | $2,368.3万 | 46.8万股 | $2,613.3万 | 51.6万股 | -4.8万股-9.31% | 减仓 |
 摩根大通交易所交易基金CET |
| 1.78% | 1.98% | $2,305.6万 | 45.7万股 | $2,235.5万 | 45.0万股 | +7,385股+1.64% | 加仓 |
| DDimensional维度ETF信托DXUV |
| 1.38% | 1.38% | $1,788.0万 | 26.9万股 | $1,559.8万 | 26.3万股 | +6,051股+2.30% | 加仓 |
 苹果AAPL |
| 1.25% | 1.26% | $1,627.4万 | 5.6万股 | $1,423.6万 | 5.6万股 | +148股+0.26% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.91% | 0.95% | $1,181.6万 | 19.8万股 | $1,077.2万 | 19.9万股 | -1,346股-0.68% | 减仓 |
 微软MSFT |
| 0.88% | 0.99% | $1,143.8万 | 3.1万股 | $1,119.2万 | 3.0万股 | +429股+1.42% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.86% | 0.94% | $1,114.2万 | 35.8万股 | $1,062.3万 | 38.1万股 | -2.3万股-6.07% | 减仓 |
 摩根大通JPM |
| 0.76% | 0.86% | $990.8万 | 3.0万股 | $968.5万 | 3.3万股 | -2,654股-8.06% | 减仓 |
 科磊KLAC |
| 0.74% | 0.53% | $966.4万 | 3.2万股 | $603.8万 | 4,101股 | +2.8万股+681.08% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.72% | 0.69% | $937.0万 | 1.3万股 | $779.5万 | 1.2万股 | +561股+4.68% | 加仓 |
 英伟达NVDA |
| 0.69% | 0.67% | $892.3万 | 4.5万股 | $755.5万 | 4.3万股 | +1,272股+2.94% | 加仓 |
 台积电TSM |
| 0.68% | 0.65% | $885.9万 | 1.9万股 | $733.2万 | 2.2万股 | -3,145股-14.50% | 减仓 |
 强生JNJ |
| 0.57% | 0.62% | $737.5万 | 2.9万股 | $703.6万 | 2.9万股 | +255股+0.89% | 加仓 |
 礼来LLY |
| 0.55% | 0.47% | $707.7万 | 5,900股 | $529.1万 | 5,752股 | +148股+2.57% | 加仓 |
 谷歌AGOOGL |
| 0.54% | 0.45% | $701.7万 | 2.0万股 | $506.0万 | 1.8万股 | +2,036股+11.57% | 加仓 |
 博通AVGO |
| 0.52% | 0.24% | $672.1万 | 1.8万股 | $274.1万 | 8,857股 | +8,936股+100.89% | 加仓 |
| G通用动力VTI |
| 0.52% | 0.51% | $671.4万 | 1.8万股 | $573.7万 | 1.8万股 | +261股+1.46% | 加仓 |
| IiShares安硕信托IVV |
| 0.51% | 0.48% | $663.4万 | 8,858股 | $545.1万 | 8,345股 | +513股+6.15% | 加仓 |
 安费诺APH |
| 0.45% | 0.49% | $583.8万 | 3.3万股 | $555.0万 | 4.4万股 | -1.1万股-24.62% | 减仓 |
| IiShares安硕信托IMCG |
| 0.43% | 0.43% | $554.7万 | 5.6万股 | $488.6万 | 6.2万股 | -5,603股-9.03% | 减仓 |
 TJXTJX |
| 0.42% | 0.56% | $542.2万 | 3.6万股 | $633.5万 | 4.0万股 | -3,875股-9.77% | 减仓 |
 康明斯CMI |
| 0.41% | 0.38% | $536.6万 | 7,524股 | $435.4万 | 8,093股 | -569股-7.03% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.41% | 0.39% | $536.2万 | 4.5万股 | $442.6万 | 4.5万股 | -141股-0.31% | 减仓 |
 亚马逊AMZN |
| 0.38% | 0.38% | $490.0万 | 2.1万股 | $427.8万 | 2.1万股 | +18股+0.09% | 加仓 |
 好市多COST |
| 0.36% | 0.5% | $464.7万 | 4,968股 | $565.0万 | 5,670股 | -702股-12.38% | 减仓 |
 VisaV |
| 0.35% | 0.38% | $459.4万 | 1.3万股 | $428.4万 | 1.4万股 | -784股-5.53% | 减仓 |
 艾伯维ABBV |
| 0.35% | 0.38% | $458.3万 | 1.8万股 | $431.8万 | 2.0万股 | -1,642股-8.27% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.34% | 0.35% | $435.5万 | 2.9万股 | $390.6万 | 2.7万股 | +1,854股+6.93% | 加仓 |
| JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE |
| 0.32% | 0.34% | $419.0万 | 5.4万股 | $384.6万 | 5.8万股 | -3,905股-6.78% | 减仓 |
 迪尔DE |
| 0.31% | 0.35% | $404.2万 | 6,372股 | $398.1万 | 7,068股 | -696股-9.85% | 减仓 |
 万事达MA |
| 0.3% | 0.38% | $392.6万 | 7,645股 | $427.9万 | 8,563股 | -918股-10.72% | 减仓 |
 CINTAS COMCTAS |
| 0.3% | 0.37% | $390.7万 | 2.3万股 | $416.9万 | 2.5万股 | -1,675股-6.80% | 减仓 |
| WWORLD GOLD TRGLD |
| 0.28% | 0.41% | $369.7万 | 4.5万股 | $458.5万 | 4.9万股 | -4,127股-8.34% | 减仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.28% | 0.33% | $362.8万 | 9.8万股 | $375.1万 | 10.2万股 | -3,814股-3.75% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.27% | 0.31% | $346.4万 | 6.1万股 | $349.8万 | 6.2万股 | -392股-0.64% | 减仓 |
| N新纪元能源NEE |
| 0.26% | 0.35% | $333.7万 | 3.8万股 | $393.0万 | 4.2万股 | -4,295股-10.15% | 减仓 |
 派克汉尼汾PH |
| 0.25% | 0.29% | $323.9万 | 3,311股 | $326.0万 | 3,642股 | -331股-9.09% | 减仓 |
 嘉信理财SCHW |
| 0.24% | 0.31% | $316.4万 | 3.4万股 | $352.1万 | 3.7万股 | -3,170股-8.46% | 减仓 |
