| G通用动力VTI |
| 21.65% | 22.06% | $4,901.7万 | 13.2万股 | $4,242.1万 | 13.2万股 | +231股+0.17% | 加仓 |
| IiShares安硕信托GVI |
| 13.23% | 15.32% | $2,996.3万 | 28.1万股 | $2,946.4万 | 27.7万股 | +4,769股+1.72% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 12.25% | 10.8% | $2,774.1万 | 35.9万股 | $2,076.2万 | 26.8万股 | +9.1万股+33.87% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 7.78% | 6.2% | $1,761.2万 | 23.3万股 | $1,191.5万 | 15.7万股 | +7.5万股+47.76% | 加仓 |
| V先锋领航白厅基金VYM |
| 6.26% | 6.94% | $1,417.7万 | 9.0万股 | $1,335.7万 | 9.0万股 | -476股-0.53% | 减仓 |
| AALPS ETF信托ENFR |
| 5.99% | 4.8% | $1,357.3万 | 35.6万股 | $922.8万 | 24.2万股 | +11.5万股+47.50% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 4.81% | 4.82% | $1,089.0万 | 8.5万股 | $926.7万 | 8.4万股 | +724股+0.86% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 4.21% | 4.36% | $953.2万 | 30.7万股 | $838.3万 | 30.1万股 | +5,483股+1.82% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 2.61% | 2.73% | $591.2万 | 7.2万股 | $525.9万 | 1.3万股 | +5.9万股+454.69% | 加仓 |
| V先锋领航白厅基金VYMI |
| 2.33% | 2.61% | $528.5万 | 5.4万股 | $501.6万 | 5.3万股 | +600股+1.13% | 加仓 |
| V先锋领航全球基金VGT |
| 1.45% | 1.22% | $328.2万 | 2.7万股 | $234.6万 | 3,363股 | +2.4万股+716.62% | 加仓 |
| V先锋领航指数基金VOO |
| 1.36% | 1.39% | $306.8万 | 4,467股 | $266.7万 | 4,463股 | +4股+0.09% | 加仓 |
 苹果AAPL |
| 0.78% | 0.87% | $176.1万 | 6,085股 | $166.8万 | 6,572股 | -487股-7.41% | 减仓 |
 EquinixEQIX |
| 0.7% | 0.77% | $157.6万 | 1,512股 | $148.6万 | 1,516股 | -4股-0.26% | 减仓 |
 谷歌AGOOGL |
| 0.69% | 0.62% | $156.1万 | 4,367股 | $118.4万 | 4,119股 | +248股+6.02% | 加仓 |
 英伟达NVDA |
| 0.68% | 0.68% | $153.4万 | 7,668股 | $130.9万 | 7,508股 | +160股+2.13% | 加仓 |
 微软MSFT |
| 0.59% | 0.71% | $134.7万 | 3,610股 | $136.4万 | 3,686股 | -76股-2.06% | 减仓 |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 0.59% | 0.66% | $133.8万 | 2.6万股 | $126.5万 | 2.5万股 | +1,464股+5.88% | 加仓 |
| IiShares安硕信托IWV |
| 0.55% | 0.56% | $124.5万 | 2,919股 | $108.2万 | 2,919股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.49% | 0.57% | $111.7万 | 4,687股 | $108.9万 | 5,229股 | -542股-10.37% | 减仓 |
| PPROLOGIS COMPLD |
| 0.43% | 0.44% | $98.0万 | 7,234股 | $83.8万 | 6,342股 | +892股+14.06% | 加仓 |
 VENTAS COMVTR |
| 0.4% | 0.34% | $91.0万 | 1.0万股 | $65.1万 | 7,961股 | +2,286股+28.71% | 加仓 |
| S道富SPYM |
| 0.39% | 0.35% | $88.2万 | 1.0万股 | $66.8万 | 8,723股 | +1,315股+15.08% | 加仓 |
 博通AVGO |
| 0.33% | 0.34% | $74.3万 | 1,967股 | $64.9万 | 2,097股 | -130股-6.20% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.3% | 0.36% | $68.9万 | 1.2万股 | $69.6万 | 1.3万股 | -1,331股-10.34% | 减仓 |
| EEBAY COMEBAY |
| 0.3% | 0.32% | $68.8万 | 6,160股 | $61.5万 | 6,759股 | -599股-8.86% | 减仓 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 0.3% | — | $67.7万 | 1,685股 | $0 | 0股 | +1,685股 | 新买入 |
| TTOLL BROTHERSTOL |
| 0.3% | 0.27% | $67.0万 | 4,065股 | $51.3万 | 3,756股 | +309股+8.23% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.28% | 0.28% | $63.6万 | 4,442股 | $54.5万 | 4,319股 | +123股+2.85% | 加仓 |
 迪士尼DIS |
| 0.28% | 0.3% | $62.5万 | 6,496股 | $57.7万 | 5,983股 | +513股+8.57% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 0.26% | 0.33% | $59.6万 | 3,321股 | $64.4万 | 3,572股 | -251股-7.03% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.26% | 0.39% | $59.5万 | 1.1万股 | $75.8万 | 1.6万股 | -4,668股-28.88% | 减仓 |
 黑石集团BX |
| 0.26% | 0.26% | $59.0万 | 5,016股 | $50.0万 | 4,347股 | +669股+15.39% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.25% | 0.26% | $57.3万 | 3,651股 | $49.3万 | 3,564股 | +87股+2.44% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.24% | 0.26% | $53.7万 | 3,285股 | $49.4万 | 2,864股 | +421股+14.70% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.23% | 0.19% | $52.3万 | 1,480股 | $37.0万 | 1,290股 | +190股+14.73% | 加仓 |
 NETFLIXNFLX |
| 0.22% | 0.35% | $50.9万 | 7,134股 | $66.4万 | 6,901股 | +233股+3.38% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.22% | 0.23% | $49.7万 | 5,937股 | $44.4万 | 5,909股 | +28股+0.47% | 加仓 |
 帕兰提尔PLTR |
| 0.22% | 0.28% | $49.6万 | 4,249股 | $54.8万 | 3,744股 | +505股+13.49% | 加仓 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 0.22% | 0.3% | $49.3万 | 1,488股 | $57.1万 | 1,984股 | -496股-25.00% | 减仓 |
 WELLTOWER COMWELL |
| 0.2% | 0.21% | $45.8万 | 2,016股 | $39.9万 | 2,016股 | 00.00% | 持仓不变 |
 INVENTRUST PPTYSIVT |
| 0.2% | 0.18% | $44.4万 | 1.3万股 | $34.2万 | 1.1万股 | +1,315股+11.73% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.18% | 0.19% | $41.6万 | 4,587股 | $36.4万 | 4,608股 | -21股-0.46% | 减仓 |
 BRIXMOR PPTYBRX |
| 0.18% | 0.19% | $40.7万 | 1.3万股 | $36.8万 | 1.3万股 | +140股+1.10% | 加仓 |
 财捷INTU |
| 0.18% | 0.22% | $40.7万 | 1,560股 | $42.9万 | 992股 | +568股+57.26% | 加仓 |
 BXPBXP |
| 0.18% | 0.18% | $40.5万 | 6,102股 | $34.5万 | 6,647股 | -545股-8.20% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.17% | 0.31% | $39.3万 | 7,797股 | $59.1万 | 1.3万股 | -5,158股-39.81% | 减仓 |
 特斯拉TSLA |
| 0.17% | 0.17% | $38.1万 | 906股 | $33.5万 | 900股 | +6股+0.67% | 加仓 |
 AMERICAN HEALTHCARE REITAHR |
| 0.16% | 0.17% | $36.6万 | 7,020股 | $33.1万 | 7,020股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.16% | 0.2% | $36.6万 | 2,415股 | $39.3万 | 2,460股 | -45股-1.83% | 减仓 |
