| V先锋领航指数基金VTV |
| 10.61% | 10.34% | $2,438.7万 | 11.2万股 | $2,143.9万 | 10.9万股 | +2,635股+2.41% | 加仓 |
| V先锋领航指数基金VUG |
| 9.22% | 8.54% | $2,120.1万 | 24.6万股 | $1,771.7万 | 4.1万股 | +20.6万股+506.79% | 加仓 |
| IiShares安硕信托IEFA |
| 7.52% | 7.56% | $1,728.0万 | 17.9万股 | $1,567.2万 | 17.3万股 | +5,803股+3.35% | 加仓 |
| IiShares安硕·COREIJH |
| 6.36% | 6% | $1,463.3万 | 19.0万股 | $1,243.9万 | 18.4万股 | +5,558股+3.02% | 加仓 |
| IiShares安硕·COREIJR |
| 5.38% | 4.87% | $1,236.3万 | 8.3万股 | $1,009.9万 | 8.1万股 | +2,121股+2.61% | 加仓 |
 EATON VANCEETY |
| 5.3% | 5.36% | $1,219.3万 | 83.9万股 | $1,111.1万 | 80.6万股 | +3.3万股+4.08% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.01% | 3.99% | $923.1万 | 15.5万股 | $827.4万 | 15.3万股 | +1,566股+1.02% | 加仓 |
| GGlobal X Mlp EtfMLPA |
| 3.46% | 3.68% | $795.7万 | 15.0万股 | $764.1万 | 14.2万股 | +8,059股+5.68% | 加仓 |
| SSPDR行业精选信托XLE |
| 3.35% | 4.23% | $769.1万 | 14.5万股 | $876.9万 | 14.3万股 | +1,675股+1.17% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 2.82% | 2.65% | $649.4万 | 12.4万股 | $550.5万 | 10.6万股 | +1.8万股+17.04% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 2.48% | 2.56% | $571.3万 | 21.5万股 | $532.0万 | 20.3万股 | +1.2万股+6.09% | 加仓 |
| IiShares安硕信托IVW |
| 1.89% | 1.73% | $435.1万 | 3.2万股 | $357.8万 | 3.2万股 | 00.00% | 持仓不变 |
 COHEN & STEERS QUALITY INCOMRQI |
| 1.82% | 1.79% | $418.5万 | 34.0万股 | $370.8万 | 30.8万股 | +3.2万股+10.50% | 加仓 |
 COHEN AND STEERS INFRASTUTF |
| 1.78% | 1.5% | $408.9万 | 14.8万股 | $311.5万 | 12.0万股 | +2.8万股+23.10% | 加仓 |
| I景顺交易所交易基金IIBKLN |
| 1.5% | 1.66% | $344.9万 | 16.9万股 | $344.9万 | 16.9万股 | +356股+0.21% | 加仓 |
| IiShares安硕信托IWV |
| 1.47% | 1.43% | $338.9万 | 7,948股 | $296.2万 | 7,990股 | -42股-0.53% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.36% | 1.36% | $312.7万 | 3.0万股 | $281.2万 | 2.9万股 | +1,150股+3.97% | 加仓 |
 苹果AAPL |
| 1.32% | 0.91% | $303.5万 | 1.0万股 | $188.0万 | 7,408股 | +3,079股+41.56% | 加仓 |
 英伟达NVDA |
| 1.31% | 1.28% | $301.2万 | 1.5万股 | $266.3万 | 1.5万股 | -216股-1.41% | 减仓 |
 雪佛龙CVX |
| 1.25% | 1.73% | $288.2万 | 1.7万股 | $359.7万 | 1.7万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.21% | 1.2% | $277.2万 | 8,470股 | $248.8万 | 8,459股 | +11股+0.13% | 加仓 |
 博通AVGO |
| 1.13% | 1.04% | $260.9万 | 6,906股 | $216.1万 | 6,981股 | -75股-1.07% | 减仓 |
 PHILIP MORRIS INTLPM |
| 1.04% | 1.06% | $240.1万 | 1.3万股 | $219.6万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 1% | 0.96% | $229.3万 | 1.8万股 | $199.4万 | 4,676股 | +1.4万股+294.85% | 加仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 0.97% | 1.2% | $222.7万 | 7.4万股 | $249.5万 | 7.0万股 | +3,418股+4.85% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.92% | 0.86% | $212.1万 | 1.9万股 | $179.2万 | 1.8万股 | +800股+4.34% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.91% | 1.31% | $208.6万 | 6.3万股 | $272.0万 | 7.1万股 | -8,138股-11.49% | 减仓 |
 亚马逊AMZN |
| 0.83% | 0.72% | $191.3万 | 8,028股 | $149.8万 | 7,194股 | +834股+11.59% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.69% | 0.62% | $158.8万 | 5,286股 | $129.0万 | 5,200股 | +86股+1.65% | 加仓 |
 台积电TSM |
| 0.64% | 0.51% | $146.9万 | 3,071股 | $104.9万 | 3,095股 | -24股-0.78% | 减仓 |
| IiShares安硕信托PFF |
| 0.61% | 0.69% | $140.8万 | 4.6万股 | $144.2万 | 4.8万股 | -1,372股-2.89% | 减仓 |
 黑石集团BX |
| 0.6% | 0.65% | $139.1万 | 1.2万股 | $134.0万 | 1.2万股 | +171股+1.47% | 加仓 |
 微软MSFT |
| 0.55% | 0.56% | $125.3万 | 3,359股 | $115.2万 | 3,112股 | +247股+7.94% | 加仓 |
| IIBMIBM |
| 0.54% | 0.51% | $123.5万 | 4,393股 | $106.5万 | 4,393股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.51% | 0.46% | $116.7万 | 3,303股 | $95.0万 | 3,313股 | -10股-0.30% | 减仓 |
 REAVES UTIL INCOME FDUTG |
| 0.5% | 0.45% | $115.8万 | 2.8万股 | $94.1万 | 2.4万股 | +4,477股+18.69% | 加仓 |
 默沙东MRK |
| 0.48% | 0.49% | $110.6万 | 8,551股 | $101.5万 | 8,376股 | +175股+2.09% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.46% | 0.46% | $106.5万 | 4,689股 | $95.8万 | 4,539股 | +150股+3.30% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.46% | 0.48% | $106.2万 | 2,123股 | $100.1万 | 2,088股 | +35股+1.68% | 加仓 |
| V先锋领航全球基金VGT |
| 0.44% | 0.33% | $101.2万 | 8,467股 | $68.6万 | 983股 | +7,484股+761.34% | 加仓 |
| V先锋领航·MIDVO |
| 0.44% | 0.42% | $100.1万 | 1.2万股 | $86.9万 | 3,027股 | +9,401股+310.57% | 加仓 |
| SSPDR道富指数基金RWO |
| 0.43% | 0.44% | $99.7万 | 2.0万股 | $91.7万 | 2.0万股 | +21股+0.10% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.41% | 0.44% | $95.1万 | 9,863股 | $90.5万 | 1.0万股 | -339股-3.32% | 减仓 |
| V先锋领航指数基金VB |
| 0.39% | 0.37% | $89.1万 | 2,939股 | $75.9万 | 2,897股 | +42股+1.45% | 加仓 |
 谷歌AGOOGL |
| 0.38% | 0.27% | $88.3万 | 2,470股 | $56.7万 | 1,973股 | +497股+25.19% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.33% | 0.35% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.3% | 0.29% | $69.7万 | 931股 | $59.8万 | 915股 | +16股+1.75% | 加仓 |
 艾默生电气EMR |
| 0.29% | 0.29% | $65.8万 | 4,595股 | $60.2万 | 4,595股 | 00.00% | 持仓不变 |
 DOUBLELINE INCOME SOLUTIONS FD COMDSL |
| 0.27% | 0.52% | $63.2万 | 5.7万股 | $107.9万 | 10.0万股 | -4.2万股-42.64% | 减仓 |
 林德LIN |
| 0.27% | 0.29% | $62.2万 | 1,198股 | $59.4万 | 1,198股 | 00.00% | 持仓不变 |
