| V先锋领航指数基金VTV |
| 22.24% | 21.15% | $3.12亿 | 142.2万股 | $2.63亿 | 137.6万股 | +4.6万股+3.37% | 加仓 |
| V先锋领航指数基金VUG |
| 20.44% | 20.69% | $2.87亿 | 332.7万股 | $2.57亿 | 52.7万股 | +280.0万股+531.46% | 加仓 |
| IiShares安硕信托IEFA |
| 14.71% | 15.02% | $2.06亿 | 214.5万股 | $1.87亿 | 208.6万股 | +6.0万股+2.87% | 加仓 |
| V先锋领航债券指数基金BIV |
| 9.85% | 10.76% | $1.38亿 | 182.5万股 | $1.34亿 | 171.7万股 | +10.9万股+6.33% | 加仓 |
| IiShares安硕IEMG |
| 7.74% | 7.49% | $1.09亿 | 138.3万股 | $9,306.9万 | 138.5万股 | -1,283股-0.09% | 减仓 |
| V先锋领航·SMALLVBR |
| 6.87% | 6.72% | $9,633.0万 | 39.8万股 | $8,343.7万 | 39.4万股 | +4,459股+1.13% | 加仓 |
| IiShares安硕信托GVI |
| 4.14% | 3.66% | $5,804.9万 | 54.3万股 | $4,542.6万 | 42.4万股 | +11.9万股+28.04% | 加仓 |
| V先锋领航·TOTALBNDX |
| 3.63% | 3.87% | $5,095.8万 | 106.4万股 | $4,812.3万 | 99.6万股 | +6.8万股+6.84% | 加仓 |
| IiShares安硕信托EMB |
| 2.1% | 2.26% | $2,942.6万 | 30.9万股 | $2,805.8万 | 29.1万股 | +1.7万股+5.87% | 加仓 |
| V先锋领航指数基金VBK |
| 1.8% | 1.52% | $2,521.8万 | 7.2万股 | $1,891.6万 | 6.3万股 | +9,608股+15.35% | 加仓 |
 STAG INDUSTRIALSTAG |
| 1.42% | 1.57% | $1,995.9万 | 55.0万股 | $1,948.9万 | 52.9万股 | +2.1万股+4.02% | 加仓 |
| VVanEck ETF信托HYD |
| 0.62% | 0.61% | $868.9万 | 17.0万股 | $753.5万 | 14.7万股 | +2.2万股+15.21% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.46% | 0.37% | $641.4万 | 18.7万股 | $461.5万 | 15.6万股 | +3.2万股+20.25% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.38% | 0.45% | $535.6万 | 10.7万股 | $561.0万 | 11.2万股 | -5,012股-4.49% | 减仓 |
| I景顺QQQ信托VOO |
| 0.33% | 0.34% | $466.1万 | 6,547股 | $417.1万 | 6,792股 | -245股-3.61% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.27% | 0.21% | $384.1万 | 5.5万股 | $265.4万 | 4.2万股 | +1.3万股+29.60% | 加仓 |
| IiShares安硕信托IVV |
| 0.24% | 0.24% | $339.9万 | 4,516股 | $301.0万 | 4,395股 | +121股+2.75% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.17% | 0.17% | $235.8万 | 1.5万股 | $215.7万 | 1.5万股 | -246股-1.59% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.16% | 0.16% | $218.7万 | 2.6万股 | $198.0万 | 2.6万股 | -142股-0.54% | 减仓 |
 苹果AAPL |
| 0.15% | 0.14% | $212.5万 | 6,698股 | $175.8万 | 6,466股 | +232股+3.59% | 加仓 |
| IiShares安硕·COREIJR |
| 0.15% | 0.14% | $205.3万 | 1.4万股 | $170.2万 | 1.4万股 | -1股-0.01% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.14% | 0.11% | $193.7万 | 3.3万股 | $142.1万 | 2.6万股 | +6,519股+24.67% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.13% | 0.14% | $179.1万 | 2,390股 | $168.9万 | 2,477股 | -87股-3.51% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.11% | 0.13% | $158.1万 | 3,183股 | $164.8万 | 3,278股 | -95股-2.90% | 减仓 |
| SSEI EXCHANGE TRADED FUNDSLEND |
| 0.11% | — | $148.3万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 英伟达NVDA |
| 0.1% | 0.11% | $144.5万 | 7,101股 | $137.0万 | 7,344股 | -243股-3.31% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.09% | 0.09% | $128.1万 | 5,980股 | $114.6万 | 5,980股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 0.09% | 0.1% | $125.5万 | 1.6万股 | $127.8万 | 1.6万股 | -38股-0.24% | 减仓 |
 ONEOKOKE |
| 0.09% | 0.08% | $122.5万 | 1.3万股 | $99.3万 | 1.3万股 | +130股+0.98% | 加仓 |
 Phillips 66PSX |
| 0.08% | 0.07% | $114.5万 | 5,772股 | $86.3万 | 6,687股 | -915股-13.68% | 减仓 |
| IIBMIBM |
| 0.08% | 0.09% | $108.8万 | 3,750股 | $111.1万 | 3,750股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.08% | 0.07% | $107.6万 | 4,898股 | $89.4万 | 4,934股 | -36股-0.73% | 减仓 |
 沃尔玛WMT |
| 0.07% | 0.07% | $99.0万 | 8,621股 | $88.7万 | 7,961股 | +660股+8.29% | 加仓 |
| IiShares安硕信托ITOT |
| 0.07% | 0.07% | $98.0万 | 5,971股 | $89.7万 | 6,036股 | -65股-1.08% | 减仓 |
 特斯拉TSLA |
| 0.07% | 0.09% | $95.6万 | 2,422股 | $110.1万 | 2,449股 | -27股-1.10% | 减仓 |
| I景顺交易所交易基金信托PWV |
| 0.06% | 0.06% | $81.4万 | 1.0万股 | $69.0万 | 1.0万股 | -3股-0.03% | 减仓 |
| G通用动力VTI |
| 0.05% | 0.05% | $73.9万 | 1,998股 | $64.7万 | 1,929股 | +69股+3.58% | 加仓 |
| IiShares安硕信托AGG |
| 0.05% | 0.03% | $73.7万 | 1.5万股 | $43.4万 | 8,672股 | +6,121股+70.58% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.05% | 0.04% | $63.9万 | 2,177股 | $53.6万 | 2,177股 | 00.00% | 持仓不变 |
 康菲石油COP |
| 0.04% | 0.04% | $61.6万 | 5,459股 | $51.1万 | 5,459股 | 00.00% | 持仓不变 |
| EENERGY TRANSFER L PET |
| 0.04% | 0.04% | $55.5万 | 2.8万股 | $51.5万 | 2.8万股 | +254股+0.90% | 加仓 |
 OGE ENERGYOGE |
| 0.04% | 0.05% | $54.1万 | 1.1万股 | $57.8万 | 1.4万股 | -2,497股-18.45% | 减仓 |
| V先锋领航全球基金VGT |
| 0.03% | 0.03% | $43.4万 | 3,752股 | $35.4万 | 469股 | +3,283股+700.00% | 加仓 |
 强生JNJ |
| 0.03% | 0.03% | $42.8万 | 1,661股 | $33.3万 | 1,611股 | +50股+3.10% | 加仓 |
 微软MSFT |
| 0.03% | 0.03% | $39.6万 | 1,012股 | $36.6万 | 757股 | +255股+33.69% | 加仓 |
| SSPDR道富系列信托HYMB |
| 0.03% | 0.02% | $39.0万 | 1.5万股 | $22.1万 | 8,853股 | +6,608股+74.64% | 加仓 |
 SIMMONS FIRST NATLSFNC |
| 0.02% | 0.02% | $34.5万 | 1.5万股 | $28.3万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托SGOV |
| 0.02% | 0.03% | $33.1万 | 3,297股 | $34.7万 | 3,453股 | -156股-4.52% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.02% | 0.02% | $32.5万 | 928股 | $24.6万 | 784股 | +144股+18.37% | 加仓 |
 United TherapeuticsUTHR |
| 0.02% | 0.02% | $32.1万 | 600股 | $29.2万 | 600股 | 00.00% | 持仓不变 |
