| V先锋领航指数基金VOO |
| 17.02% | 16.66% | $1.19亿 | 17.2万股 | $1.11亿 | 17.3万股 | -860股-0.50% | 减仓 |
| V先锋领航指数基金VUG |
| 13.84% | 13.38% | $9,640.1万 | 111.4万股 | $8,941.0万 | 18.4万股 | +93.0万股+505.99% | 加仓 |
| PPGIM ULTRAPULS |
| 10.89% | 11.42% | $7,583.5万 | 152.8万股 | $7,629.2万 | 153.7万股 | -8,902股-0.58% | 减仓 |
| S嘉信策略信托SCHR |
| 10.02% | 10.41% | $6,978.1万 | 284.5万股 | $6,954.1万 | 279.2万股 | +5.3万股+1.90% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 8.69% | 9.04% | $6,052.2万 | 119.9万股 | $6,036.5万 | 119.5万股 | +4,051股+0.34% | 加仓 |
| V先锋领航指数基金VTV |
| 7.78% | 7.59% | $5,416.3万 | 24.7万股 | $5,073.8万 | 25.0万股 | -2,984股-1.19% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 6.67% | 6.94% | $4,644.7万 | 102.6万股 | $4,637.4万 | 101.1万股 | +1.5万股+1.53% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 4.68% | 4.63% | $3,257.4万 | 13.6万股 | $3,095.9万 | 13.8万股 | -1,453股-1.06% | 减仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 4.14% | 4.31% | $2,881.9万 | 99.5万股 | $2,880.4万 | 98.8万股 | +7,015股+0.71% | 加仓 |
| V先锋领航指数基金VB |
| 2.76% | 2.67% | $1,923.6万 | 6.5万股 | $1,782.8万 | 6.4万股 | +796股+1.25% | 加仓 |
| V先锋领航·MIDVO |
| 2.72% | 2.63% | $1,892.3万 | 23.5万股 | $1,759.1万 | 5.8万股 | +17.7万股+304.02% | 加仓 |
| IiShares安硕信托IDEV |
| 2.48% | 2.37% | $1,726.1万 | 19.3万股 | $1,585.6万 | 17.9万股 | +1.5万股+8.12% | 加仓 |
 苹果AAPL |
| 2.06% | 1.85% | $1,436.5万 | 4.3万股 | $1,237.0万 | 4.7万股 | -3,856股-8.21% | 减仓 |
| IiShares安硕IEMG |
| 1.17% | 1.17% | $812.4万 | 10.4万股 | $783.3万 | 10.2万股 | +1,809股+1.77% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.83% | 0.82% | $579.3万 | 1.6万股 | $544.8万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托SGOV |
| 0.35% | 0.3% | $245.2万 | 2.4万股 | $197.6万 | 2.0万股 | +4,730股+24.07% | 加仓 |
 强生JNJ |
| 0.34% | 0.33% | $233.6万 | 9,346股 | $219.2万 | 9,346股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.28% | 0.28% | $197.8万 | 9,538股 | $189.2万 | 9,538股 | 00.00% | 持仓不变 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.27% | 0.24% | $185.6万 | 3.1万股 | $157.1万 | 3.1万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.24% | 0.24% | $170.1万 | 4,798股 | $161.7万 | 4,812股 | -14股-0.29% | 减仓 |
 Meta平台META |
| 0.24% | 0.25% | $163.9万 | 2,467股 | $166.9万 | 2,466股 | +1股+0.04% | 加仓 |
 微软MSFT |
| 0.22% | 0.24% | $151.7万 | 3,782股 | $159.8万 | 3,802股 | -20股-0.53% | 减仓 |
 亚马逊AMZN |
| 0.2% | 0.21% | $139.2万 | 5,572股 | $140.7万 | 5,636股 | -64股-1.14% | 减仓 |
| IiShares安硕信托IQLT |
| 0.18% | 0.19% | $126.3万 | 2.6万股 | $124.8万 | 2.5万股 | +29股+0.11% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.17% | 0.16% | $117.8万 | 3,468股 | $110.2万 | 3,468股 | 00.00% | 持仓不变 |
| V先锋领航全球基金MGV |
| 0.17% | 0.16% | $115.9万 | 7,126股 | $106.5万 | 7,126股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JMUB |
| 0.12% | 0.06% | $81.7万 | 1.6万股 | $42.1万 | 8,345股 | +7,936股+95.10% | 加仓 |
| SSPDR黄金信托GLD |
| 0.11% | 0.14% | $76.9万 | 2,108股 | $92.8万 | 2,108股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.09% | 0.09% | $64.6万 | 737股 | $56.9万 | 736股 | +1股+0.14% | 加仓 |
| G通用动力VTI |
| 0.09% | 0.09% | $63.8万 | 1,722股 | $59.6万 | 1,722股 | 00.00% | 持仓不变 |
 AON SHS CL AAON |
| 0.09% | 0.08% | $60.1万 | 1,631股 | $54.7万 | 1,631股 | 00.00% | 持仓不变 |
 爱迪生国际EIX |
| 0.09% | 0.08% | $59.8万 | 7,660股 | $54.8万 | 7,656股 | +4股+0.05% | 加仓 |
 REALTY INCOME COMO |
| 0.08% | 0.09% | $57.9万 | 8,802股 | $59.1万 | 9,137股 | -335股-3.67% | 减仓 |
 摩根大通JPM |
| 0.07% | 0.07% | $48.6万 | 1,416股 | $43.9万 | 1,416股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.07% | 0.07% | $47.6万 | 2,588股 | $48.7万 | 2,588股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.06% | 0.06% | $45.0万 | 600股 | $42.1万 | 600股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.06% | 0.06% | $45.0万 | 2,213股 | $42.2万 | 2,213股 | 00.00% | 持仓不变 |
| IiShares安硕信托SHV |
| 0.06% | 0.04% | $39.0万 | 3,539股 | $23.6万 | 2,144股 | +1,395股+65.07% | 加仓 |
 埃克森美孚XOM |
| 0.05% | 0.06% | $38.0万 | 2,605股 | $37.6万 | 2,477股 | +128股+5.17% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.05% | 0.05% | $36.8万 | 2,071股 | $31.4万 | 2,069股 | +2股+0.10% | 加仓 |
 波音BA |
| 0.05% | 0.06% | $36.5万 | 1,701股 | $37.3万 | 1,702股 | -1股-0.06% | 减仓 |
| IiShares安硕信托XVV |
| 0.05% | 0.05% | $33.1万 | 5,763股 | $33.4万 | 6,244股 | -481股-7.70% | 减仓 |
| FFIDELITY MSCI UTILS INDEX ETFFUTY |
| 0.05% | 0.05% | $31.7万 | 5,411股 | $32.2万 | 5,384股 | +27股+0.50% | 加仓 |
 迪士尼DIS |
| 0.04% | 0.05% | $29.6万 | 2,964股 | $32.5万 | 3,132股 | -168股-5.36% | 减仓 |
 沃尔玛WMT |
| 0.04% | — | $27.9万 | 2,424股 | $0 | 0股 | +2,424股 | 新买入 |
| NNUSHARES ETF TRNULG |
| 0.04% | 0.04% | $27.4万 | 2,413股 | $24.0万 | 2,374股 | +39股+1.64% | 加仓 |
 HERSHEY COMHSY |
| 0.03% | 0.04% | $24.0万 | 1,375股 | $26.3万 | 1,375股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.03% | 0.03% | $23.8万 | 1,868股 | $21.6万 | 1,868股 | 00.00% | 持仓不变 |
 PEARSON PLC SPONSORED ADRPSO |
| 0.03% | 0.03% | $23.1万 | 1.4万股 | $20.0万 | 1.4万股 | 00.00% | 持仓不变 |
| NNUVEEN ESG LARGE-CAP VALUE ETFNULV |
| 0.03% | — | $22.5万 | 4,364股 | $0 | 0股 | +4,364股 | 新买入 |
