| V先锋领航指数基金VOO |
| 23.83% | 24.14% | $7,670.5万 | 11.2万股 | $6,507.2万 | 10.9万股 | +2,786股+2.56% | 加仓 |
| IiShares安硕信托IGRO |
| 12.64% | 13.78% | $4,067.1万 | 46.3万股 | $3,715.2万 | 44.4万股 | +1.9万股+4.29% | 加仓 |
| I景顺QQQ信托VOO |
| 12.62% | 11.67% | $4,062.6万 | 5.5万股 | $3,146.1万 | 5.5万股 | +659股+1.21% | 加仓 |
| V先锋领航·MIDVO |
| 6.33% | 6.53% | $2,035.8万 | 25.3万股 | $1,760.9万 | 6.1万股 | +19.1万股+312.07% | 加仓 |
| V先锋领航指数基金VB |
| 6.29% | 6.37% | $2,024.3万 | 6.7万股 | $1,715.9万 | 6.6万股 | +1,269股+1.94% | 加仓 |
| V先锋领航指数基金VTV |
| 5.59% | 5.87% | $1,800.0万 | 8.3万股 | $1,582.9万 | 8.1万股 | +1,916股+2.37% | 加仓 |
| IiShares安硕信托STIP |
| 4.88% | 5.66% | $1,570.4万 | 15.4万股 | $1,525.6万 | 14.7万股 | +6,219股+4.22% | 加仓 |
 VanEck ETF信托SMH |
| 4.78% | 3.41% | $1,538.2万 | 2.3万股 | $919.1万 | 2.4万股 | -519股-2.17% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 4.55% | 4.53% | $1,464.8万 | 18.1万股 | $1,220.5万 | 17.9万股 | +1,963股+1.10% | 加仓 |
| IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM |
| 4.39% | 4.83% | $1,412.4万 | 28.3万股 | $1,302.0万 | 27.5万股 | +8,229股+2.99% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 3.57% | 4.1% | $1,147.5万 | 14.9万股 | $1,104.6万 | 14.3万股 | +5,830股+4.08% | 加仓 |
| PPGIM TOTAL RETURN BOND ETFPTRB |
| 2.44% | 2.8% | $784.6万 | 18.9万股 | $755.1万 | 18.2万股 | +7,332股+4.03% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.78% | 2.01% | $573.4万 | 21.6万股 | $542.0万 | 20.7万股 | +9,320股+4.50% | 加仓 |
| SSPDR道富系列信托HYMB |
| 0.95% | — | $304.4万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
| F第一信托·USTFMHI |
| 0.94% | — | $302.9万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
 摩根大通JPM |
| 0.49% | 0.52% | $156.6万 | 4,784股 | $140.3万 | 4,769股 | +15股+0.31% | 加仓 |
 苹果AAPL |
| 0.46% | 0.49% | $149.2万 | 5,157股 | $132.1万 | 5,207股 | -50股-0.96% | 减仓 |
| PPRINCIPAL ACTIVE HIGH YIELD ETFYLD |
| 0.46% | — | $148.7万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.42% | 0.44% | $135.9万 | 1,820股 | $118.1万 | 1,815股 | +5股+0.28% | 加仓 |
 谷歌AGOOGL |
| 0.41% | 0.39% | $131.5万 | 3,680股 | $106.3万 | 3,695股 | -15股-0.41% | 减仓 |
 微软MSFT |
| 0.29% | 0.34% | $94.0万 | 2,520股 | $91.7万 | 2,477股 | +43股+1.74% | 加仓 |
 亚马逊AMZN |
| 0.25% | 0.27% | $81.2万 | 3,408股 | $73.8万 | 3,544股 | -136股-3.84% | 减仓 |
 VisaV |
| 0.17% | 0.18% | $55.7万 | 1,624股 | $49.4万 | 1,634股 | -10股-0.61% | 减仓 |
 家得宝HD |
| 0.17% | 0.19% | $55.0万 | 1,561股 | $52.3万 | 1,591股 | -30股-1.89% | 减仓 |
 英伟达NVDA |
| 0.15% | 0.16% | $47.6万 | 2,378股 | $42.6万 | 2,442股 | -64股-2.62% | 减仓 |
 贝莱德·INC COMBLK |
| 0.14% | 0.17% | $46.6万 | 484股 | $46.7万 | 486股 | -2股-0.41% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.14% | 0.16% | $43.5万 | 869股 | $42.0万 | 876股 | -7股-0.80% | 减仓 |
 HCA医疗HCA |
| 0.13% | 0.19% | $41.9万 | 1,075股 | $50.2万 | 1,061股 | +14股+1.32% | 加仓 |
| S道富SPYM |
| 0.13% | 0.13% | $41.8万 | 4,755股 | $35.5万 | 4,637股 | +118股+2.54% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.11% | 0.13% | $35.2万 | 1.2万股 | $35.2万 | 1.2万股 | +13股+0.11% | 加仓 |
| IiShares安硕信托IVV |
| 0.09% | 0.09% | $27.6万 | 369股 | $24.3万 | 372股 | -3股-0.81% | 减仓 |
 万事达MA |
| 0.08% | 0.1% | $27.3万 | 531股 | $26.5万 | 530股 | +1股+0.19% | 加仓 |
 宝洁PG |
| 0.07% | 0.09% | $23.3万 | 1,586股 | $23.4万 | 1,620股 | -34股-2.10% | 减仓 |
| IiShares安硕信托DVY |
| 0.07% | 0.08% | $22.8万 | 1,462股 | $22.0万 | 1,450股 | +12股+0.83% | 加仓 |
 好市多COST |
| 0.07% | 0.09% | $22.5万 | 240股 | $24.4万 | 245股 | -5股-2.04% | 减仓 |
 联合健康UNH |
| 0.07% | — | $21.7万 | 522股 | $0 | 0股 | +522股 | 新买入 |
| OOPEN LENDING CORP COM |
| 0.04% | — | $14.4万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
