| V先锋领航指数基金VTV |
| 11.75% | 12.34% | $3,022.7万 | 20.2万股 | $2,750.5万 | 19.9万股 | +2,778股+1.39% | 加仓 |
| IiShares安硕信托AGG |
| 10.16% | 6.75% | $2,612.4万 | 26.3万股 | $1,503.4万 | 16.0万股 | +10.3万股+64.64% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 9.56% | 9.8% | $2,460.1万 | 15.6万股 | $2,183.6万 | 15.4万股 | +1,789股+1.16% | 加仓 |
| V先锋领航指数基金VUG |
| 7.24% | 7.24% | $1,862.3万 | 6.0万股 | $1,613.0万 | 5.9万股 | +667股+1.13% | 加仓 |
| A美国世纪ETF信托MUSI |
| 5.59% | 6.03% | $1,437.1万 | 33.0万股 | $1,344.3万 | 32.2万股 | +7,827股+2.43% | 加仓 |
| SSPDR行业精选信托XLF |
| 4.36% | 4.44% | $1,121.2万 | 29.8万股 | $988.7万 | 29.8万股 | +138股+0.05% | 加仓 |
| AAMERICAN CENTY ETF TR US QUALITY GROWQGRO |
| 4.15% | — | $1,067.5万 | 14.0万股 | $0 | 0股 | +14.0万股 | 新买入 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.81% | 2.92% | $723.6万 | 5.0万股 | $649.7万 | 5.0万股 | +294股+0.59% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 2.73% | 2.74% | $701.2万 | 8.4万股 | $610.8万 | 8.4万股 | -237股-0.28% | 减仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 2.46% | 2.46% | $632.4万 | 7.9万股 | $548.8万 | 7.7万股 | +2,275股+2.97% | 加仓 |
| S嘉信策略信托SCHD |
| 2.31% | 2.5% | $593.7万 | 7.8万股 | $557.8万 | 7.9万股 | -849股-1.08% | 减仓 |
| S道富SLYG |
| 2.3% | 1.28% | $592.4万 | 7.1万股 | $285.8万 | 3.9万股 | +3.2万股+81.58% | 加仓 |
| AAMEREN COMDHS |
| 1.96% | 2.14% | $504.1万 | 6.1万股 | $477.6万 | 6.1万股 | +155股+0.25% | 加仓 |
 苹果AAPL |
| 1.8% | 1.95% | $464.1万 | 2.4万股 | $435.2万 | 2.5万股 | -1,313股-5.17% | 减仓 |
| V先锋领航指数基金VOT |
| 1.69% | 1.72% | $436.0万 | 2.0万股 | $384.2万 | 2.0万股 | +130股+0.66% | 加仓 |
 微软MSFT |
| 1.45% | 1.56% | $372.0万 | 9,891股 | $347.4万 | 1.1万股 | -1,110股-10.09% | 减仓 |
| S嘉信策略信托SCHF |
| 1.28% | 1.38% | $329.3万 | 8.9万股 | $306.7万 | 9.0万股 | -1,226股-1.36% | 减仓 |
 亚马逊AMZN |
| 1.27% | 1.43% | $327.3万 | 2.2万股 | $319.0万 | 2.5万股 | -3,551股-14.15% | 减仓 |
 QUANTA SVCSPWR |
| 1.16% | 1.2% | $299.2万 | 1.4万股 | $267.4万 | 1.4万股 | -433股-3.03% | 减仓 |
 摩根大通JPM |
| 1.15% | 1.16% | $297.1万 | 1.7万股 | $258.9万 | 1.8万股 | -387股-2.17% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.11% | 1.28% | $284.7万 | 7,982股 | $284.3万 | 8,115股 | -133股-1.64% | 减仓 |
 家得宝HD |
| 1.09% | 0.81% | $280.1万 | 8,083股 | $181.1万 | 5,993股 | +2,090股+34.87% | 加仓 |
 好市多COST |
| 1.07% | 0.99% | $274.8万 | 4,163股 | $219.7万 | 3,888股 | +275股+7.07% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.06% | 1.2% | $273.9万 | 1.9万股 | $268.5万 | 2.0万股 | -926股-4.55% | 减仓 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 1.06% | 1.13% | $273.3万 | 10.1万股 | $251.7万 | 10.1万股 | -39股-0.04% | 减仓 |
 VisaV |
| 1.06% | 1.1% | $272.6万 | 1.0万股 | $246.0万 | 1.1万股 | -226股-2.11% | 减仓 |
 REPUBLIC SVCSRSG |
| 1% | 1.02% | $258.4万 | 1.6万股 | $227.9万 | 1.6万股 | -325股-2.03% | 减仓 |
| IIBMIBM |
| 0.99% | 0.99% | $253.9万 | 1.6万股 | $221.2万 | 1.6万股 | -241股-1.53% | 减仓 |
 百事可乐PEP |
| 0.97% | 1.11% | $250.3万 | 1.5万股 | $246.4万 | 1.5万股 | +193股+1.33% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.97% | 1.07% | $250.2万 | 5.2万股 | $238.9万 | 5.0万股 | +1,753股+3.51% | 加仓 |
 迪尔DE |
| 0.95% | 0.95% | $245.5万 | 6,139股 | $211.8万 | 5,612股 | +527股+9.39% | 加仓 |
| J骏利Detroit策略信托VNLA |
| 0.95% | 1.18% | $245.2万 | 5.1万股 | $262.2万 | 5.5万股 | -3,920股-7.17% | 减仓 |
 AMGEN COMAMGN |
| 0.94% | 1.03% | $241.2万 | 8,373股 | $230.1万 | 8,562股 | -189股-2.21% | 减仓 |
 联合健康UNH |
| 0.89% | 1.02% | $230.1万 | 4,371股 | $226.3万 | 4,488股 | -117股-2.61% | 减仓 |
 迪士尼DIS |
| 0.88% | 0.86% | $227.2万 | 2.5万股 | $192.5万 | 2.4万股 | +1,418股+5.97% | 加仓 |
| IiShares安硕·GLOBAL ENERGY ETFIXC |
| 0.88% | 1.08% | $225.6万 | 5.8万股 | $240.3万 | 5.8万股 | -539股-0.93% | 减仓 |
 康明斯CMI |
| 0.84% | 0.92% | $216.5万 | 9,036股 | $205.3万 | 8,988股 | +48股+0.53% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.84% | 0.93% | $215.6万 | 4,606股 | $207.2万 | 4,708股 | -102股-2.17% | 减仓 |
 礼来LLY |
| 0.74% | 0.82% | $190.4万 | 3,267股 | $182.8万 | 3,404股 | -137股-4.02% | 减仓 |
 CVS健康CVS |
| 0.55% | 0.62% | $141.6万 | 1.8万股 | $138.5万 | 2.0万股 | -1,906股-9.61% | 减仓 |
 雪佛龙CVX |
| 0.49% | 0.7% | $124.8万 | 8,369股 | $155.5万 | 9,223股 | -854股-9.26% | 减仓 |
 可口可乐KO |
| 0.44% | 0.53% | $114.1万 | 1.9万股 | $117.1万 | 2.1万股 | -1,548股-7.40% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.36% | 0.38% | $92.3万 | 8,970股 | $83.6万 | 8,970股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.27% | 0.32% | $68.2万 | 4,882股 | $71.6万 | 5,475股 | -593股-10.83% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.24% | 0.26% | $62.6万 | 8,924股 | $57.1万 | 8,861股 | +63股+0.71% | 加仓 |
| G通用动力VTI |
| 0.22% | 0.2% | $56.8万 | 2,396股 | $44.2万 | 2,080股 | +316股+15.19% | 加仓 |
| SSPDR黄金信托GLD |
| 0.21% | 0.21% | $53.1万 | 2,779股 | $47.6万 | 2,779股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.19% | 0.23% | $49.9万 | 1,008股 | $50.9万 | 1,171股 | -163股-13.92% | 减仓 |
 思科CSCO |
| 0.18% | 0.25% | $46.6万 | 9,216股 | $56.5万 | 1.1万股 | -1,289股-12.27% | 减仓 |
| IiShares安硕信托ITOT |
| 0.15% | 0.12% | $38.4万 | 3,647股 | $26.2万 | 2,783股 | +864股+31.05% | 加仓 |
