| G通用动力VTI |
| 30.48% | 29.97% | $6,528.1万 | 17.6万股 | $5,569.8万 | 17.4万股 | +2,800股+1.61% | 加仓 |
| V先锋领航指数基金VOO |
| 28.93% | 29.16% | $6,196.8万 | 9.0万股 | $5,419.7万 | 9.1万股 | -472股-0.52% | 减仓 |
| V先锋领航·FTSEVEA |
| 10.93% | 11.21% | $2,341.9万 | 32.9万股 | $2,082.7万 | 32.5万股 | +3,673股+1.13% | 加仓 |
| V先锋领航指数基金VB |
| 5.57% | 5.5% | $1,193.3万 | 3.9万股 | $1,023.2万 | 3.9万股 | +301股+0.77% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.48% | 3.36% | $746.4万 | 12.5万股 | $623.7万 | 11.5万股 | +9,652股+8.36% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.15% | 3.27% | $674.3万 | 9,029股 | $607.4万 | 9,340股 | -311股-3.33% | 减仓 |
 苹果AAPL |
| 2.8% | 2.83% | $600.2万 | 2.1万股 | $526.4万 | 2.1万股 | 00.00% | 持仓不变 |
 ROYALTY PHARMARPRX |
| 1.52% | 1.5% | $326.6万 | 5.8万股 | $279.4万 | 5.8万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 1.21% | 1.2% | $259.8万 | 9.4万股 | $223.4万 | 9.0万股 | +3,501股+3.88% | 加仓 |
| V先锋领航指数基金VUG |
| 1.03% | 1% | $220.6万 | 2.6万股 | $186.4万 | 4,267股 | +2.1万股+500.21% | 加仓 |
 谷歌AGOOGL |
| 0.8% | 0.74% | $171.5万 | 4,800股 | $138.0万 | 4,800股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.79% | 0.74% | $169.6万 | 4,800股 | $137.7万 | 4,800股 | 00.00% | 持仓不变 |
| F富达·MERRIMACK STR TRFBND |
| 0.76% | 0.45% | $162.8万 | 3.6万股 | $83.2万 | 1.8万股 | +1.8万股+96.24% | 加仓 |
 微软MSFT |
| 0.75% | 0.86% | $160.6万 | 4,305股 | $159.4万 | 4,305股 | 00.00% | 持仓不变 |
| IiShares安硕信托IGM |
| 0.63% | 0.52% | $134.6万 | 8,226股 | $97.5万 | 8,226股 | 00.00% | 持仓不变 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL |
| 0.59% | 0.64% | $125.7万 | 2.6万股 | $118.4万 | 2.6万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.52% | 0.51% | $111.1万 | 2.0万股 | $95.1万 | 2.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.52% | 0.52% | $111.1万 | 4,660股 | $97.1万 | 4,660股 | 00.00% | 持仓不变 |
 VisaV |
| 0.51% | 0.52% | $109.8万 | 3,200股 | $96.7万 | 3,200股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.47% | 0.46% | $101.1万 | 1,000股 | $84.6万 | 1,000股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHE |
| 0.45% | 0.46% | $96.6万 | 2.7万股 | $86.2万 | 2.6万股 | +501股+1.92% | 加仓 |
 美国运通AXP |
| 0.44% | 0.46% | $94.7万 | 2,800股 | $84.7万 | 2,800股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.4% | 0.39% | $86.1万 | 5,808股 | $72.2万 | 5,808股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 0.39% | 0.46% | $83.0万 | 9,000股 | $84.6万 | 9,000股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.3% | 0.31% | $64.4万 | 1,967股 | $57.9万 | 1,967股 | 00.00% | 持仓不变 |
 西方石油OXY |
| 0.26% | 0.4% | $55.2万 | 1.1万股 | $73.9万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.24% | 0.25% | $50.6万 | 5,245股 | $46.2万 | 5,212股 | +33股+0.63% | 加仓 |
 江森自控JCI |
| 0.23% | 0.26% | $49.3万 | 3,375股 | $48.8万 | 3,725股 | -350股-9.40% | 减仓 |
| T赛默飞世尔TMO |
| 0.22% | 0.25% | $47.4万 | 946股 | $46.5万 | 946股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.21% | 0.21% | $45.3万 | 605股 | $39.5万 | 604股 | +1股+0.17% | 加仓 |
 博通AVGO |
| 0.18% | — | $37.8万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
 EquinixEQIX |
| 0.16% | 0.18% | $35.2万 | 338股 | $33.1万 | 338股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.16% | 0.13% | $35.2万 | 1,905股 | $24.5万 | 1,905股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.15% | 0.13% | $31.4万 | 1,500股 | $24.7万 | 1,500股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.12% | 0.22% | $26.4万 | 3,200股 | $41.8万 | 5,250股 | -2,050股-39.05% | 减仓 |
| SSPDR黄金信托GLD |
| 0.12% | 0.16% | $25.2万 | 685股 | $29.5万 | 685股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWV |
| 0.11% | 0.11% | $23.4万 | 549股 | $20.4万 | 549股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.11% | 0.13% | $22.7万 | 720股 | $23.7万 | 720股 | 00.00% | 持仓不变 |
 第一资本COF |
| 0.1% | 0.21% | $21.8万 | 1,085股 | $39.6万 | 2,170股 | -1,085股-50.00% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.1% | — | $21.1万 | 300股 | $0 | 0股 | +300股 | 新买入 |
 贝克休斯BKR |
| 0.1% | 0.12% | $20.8万 | 3,750股 | $22.9万 | 3,750股 | 00.00% | 持仓不变 |
