| V先锋领航指数基金VOO |
| 12.78% | 15.33% | $8,159.8万 | 11.9万股 | $7,559.8万 | 12.1万股 | -2,227股-1.84% | 减仓 |
| S嘉信策略信托SCHD |
| 8.53% | 10.71% | $5,449.0万 | 171.8万股 | $5,284.3万 | 172.9万股 | -1.1万股-0.62% | 减仓 |
| V先锋领航债券指数基金BIV |
| 8.14% | 10.03% | $5,194.3万 | 67.7万股 | $4,945.8万 | 64.1万股 | +3.6万股+5.65% | 加仓 |
| V先锋领航指数基金VUG |
| 6.75% | 7.89% | $4,309.4万 | 50.0万股 | $3,890.7万 | 8.4万股 | +41.6万股+492.94% | 加仓 |
| IiShares安硕信托DGRO |
| 6.4% | 7.85% | $4,088.7万 | 53.9万股 | $3,872.5万 | 54.0万股 | -98股-0.02% | 减仓 |
| V先锋领航指数基金VB |
| 6.3% | 7.47% | $4,024.2万 | 13.3万股 | $3,685.8万 | 13.5万股 | -2,696股-1.99% | 减仓 |
| I景顺QQQ信托VOO |
| 5.29% | 5.95% | $3,374.7万 | 4.6万股 | $2,933.5万 | 4.8万股 | -2,177股-4.53% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 5.18% | 0.66% | $3,307.8万 | 41.9万股 | $327.3万 | 4.1万股 | +37.7万股+912.76% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 5.15% | 3.65% | $3,288.7万 | 72.3万股 | $1,800.5万 | 39.3万股 | +33.0万股+83.86% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 4.61% | 0.09% | $2,942.6万 | 35.6万股 | $46.7万 | 5,633股 | +35.0万股+6,220.40% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 4.31% | 5.34% | $2,752.9万 | 59.8万股 | $2,635.4万 | 57.2万股 | +2.6万股+4.51% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.48% | 1.1% | $2,219.9万 | 31.2万股 | $544.6万 | 8.0万股 | +23.1万股+287.58% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 3.07% | 3.49% | $1,962.9万 | 74.0万股 | $1,720.8万 | 65.1万股 | +8.9万股+13.72% | 加仓 |
| J摩根大通交易所交易基金JPLD |
| 2.63% | 0.41% | $1,679.5万 | 32.2万股 | $204.3万 | 3.9万股 | +28.3万股+720.87% | 加仓 |
| V先锋领航·MIDVO |
| 2.62% | 3.13% | $1,672.9万 | 20.8万股 | $1,542.2万 | 5.2万股 | +15.6万股+299.46% | 加仓 |
| IiShares安硕信托IMCG |
| 1.75% | 1.93% | $1,114.6万 | 11.3万股 | $953.9万 | 11.5万股 | -1,583股-1.38% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.73% | 2.19% | $1,105.8万 | 5.6万股 | $1,079.9万 | 5.7万股 | -1,157股-2.03% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.46% | 2% | $934.2万 | 18.5万股 | $988.6万 | 19.6万股 | -1.1万股-5.63% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.44% | 1.84% | $918.4万 | 16.3万股 | $908.6万 | 15.8万股 | +4,697股+2.97% | 加仓 |
| C资本集团股息价值CCBG |
| 1.17% | 1.21% | $744.0万 | 15.1万股 | $596.1万 | 13.3万股 | +1.8万股+13.27% | 加仓 |
 微软MSFT |
| 0.8% | 1.02% | $509.5万 | 1.4万股 | $502.2万 | 1.4万股 | +117股+0.86% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.48% | 0.56% | $307.2万 | 9.1万股 | $275.5万 | 9.0万股 | +464股+0.51% | 加仓 |
| NNUSHARES ETF TRNULG |
| 0.46% | 0.48% | $293.1万 | 2.5万股 | $234.5万 | 2.4万股 | +619股+2.53% | 加仓 |
 英伟达NVDA |
| 0.41% | 0.49% | $263.9万 | 1.3万股 | $243.7万 | 1.3万股 | +269股+2.08% | 加仓 |
| IiShares安硕信托IVV |
| 0.41% | 0.48% | $259.1万 | 3,460股 | $235.7万 | 3,453股 | +7股+0.20% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.35% | 0.45% | $221.1万 | 1.4万股 | $220.5万 | 1.5万股 | -509股-3.51% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.3% | 0.34% | $193.2万 | 1.5万股 | $165.4万 | 1.4万股 | +574股+4.09% | 加仓 |
| IiShares安硕信托ITOT |
| 0.27% | 0.31% | $173.6万 | 1.1万股 | $154.8万 | 1.0万股 | +113股+1.08% | 加仓 |
| C资本集团固定收益ETF信托CGMS |
| 0.27% | 0.33% | $172.5万 | 6.3万股 | $162.6万 | 5.9万股 | +3,934股+6.65% | 加仓 |
| V先锋领航全球基金VCEB |
| 0.25% | 0.23% | $162.1万 | 2.6万股 | $115.6万 | 1.8万股 | +7,456股+40.59% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.23% | 0.29% | $149.8万 | 2股 | $144.0万 | 2股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLRE |
| 0.21% | 0.29% | $136.8万 | 3.1万股 | $140.9万 | 3.3万股 | -1,833股-5.57% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.2% | 0.23% | $128.8万 | 2.5万股 | $112.1万 | 2.2万股 | +3,148股+14.11% | 加仓 |
| CCIPHER DIGITALCIFR |
| 0.19% | 0.13% | $124.3万 | 5.1万股 | $66.1万 | 4.0万股 | +1.1万股+26.85% | 加仓 |
| IiShares安硕信托SUSB |
| 0.18% | — | $117.2万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 亚马逊AMZN |
| 0.16% | 0.21% | $104.7万 | 4,391股 | $103.0万 | 4,321股 | +70股+1.62% | 加仓 |
 苹果AAPL |
| 0.15% | 0.16% | $93.7万 | 3,237股 | $79.2万 | 3,041股 | +196股+6.45% | 加仓 |
 特斯拉TSLA |
| 0.14% | 0.15% | $88.4万 | 2,102股 | $73.3万 | 2,102股 | 00.00% | 持仓不变 |
 REALTY INCOME COMO |
| 0.13% | 0.15% | $83.0万 | 1.3万股 | $76.2万 | 1.2万股 | +1,449股+12.12% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.12% | — | $76.1万 | 9,247股 | $0 | 0股 | +9,247股 | 新买入 |
 强生JNJ |
| 0.11% | 0.14% | $73.1万 | 2,878股 | $68.4万 | 2,867股 | +11股+0.38% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.11% | 0.13% | $70.8万 | 2,991股 | $66.2万 | 2,990股 | +1股+0.03% | 加仓 |
 好市多COST |
| 0.11% | 0.15% | $70.0万 | 748股 | $73.3万 | 734股 | +14股+1.91% | 加仓 |
| IiShares安硕信托GVI |
| 0.09% | 0.12% | $60.6万 | 5,693股 | $57.2万 | 5,364股 | +329股+6.13% | 加仓 |
| PPGIM ULTRAPULS |
| 0.09% | — | $59.5万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| NNEOS ETF TRUSTSPYI |
| 0.07% | 0.05% | $43.3万 | 8,163股 | $26.4万 | 5,170股 | +2,993股+57.89% | 加仓 |
 思科CSCO |
| 0.06% | 0.06% | $38.3万 | 3,258股 | $28.1万 | 3,412股 | -154股-4.51% | 减仓 |
| BBANK OF AMERBAC |
| 0.06% | 0.07% | $37.8万 | 6,626股 | $34.8万 | 6,624股 | +2股+0.03% | 加仓 |
| V先锋领航指数基金VBK |
| 0.05% | — | $34.8万 | 952股 | $0 | 0股 | +952股 | 新买入 |
| IiShares安硕信托IBDS |
| 0.05% | — | $34.5万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
