| V先锋领航指数基金VOO |
| 9.61% | 9.79% | $1,605.2万 | 2.6万股 | $1,520.2万 | 2.7万股 | -550股-2.06% | 减仓 |
| V先锋领航指数基金VUG |
| 6.68% | 6.7% | $1,116.0万 | 2.3万股 | $1,039.9万 | 2.4万股 | -452股-1.91% | 减仓 |
| IiShares安硕信托EFV |
| 5.82% | 6.48% | $972.2万 | 14.3万股 | $1,007.0万 | 15.9万股 | -1.5万股-9.64% | 减仓 |
| B贝莱德ETF信托DYNF |
| 5.62% | 4.64% | $939.5万 | 15.9万股 | $720.1万 | 13.2万股 | +2.6万股+20.01% | 加仓 |
| V先锋领航·TOTALBND |
| 5.24% | 6.16% | $874.9万 | 11.8万股 | $956.5万 | 13.0万股 | -1.2万股-9.44% | 减仓 |
| IiShares安硕信托IVV |
| 4.89% | 5.02% | $817.7万 | 1.2万股 | $780.0万 | 1.3万股 | -346股-2.75% | 减仓 |
| IiShares安硕信托ITOT |
| 4.83% | 4.9% | $807.2万 | 5.5万股 | $760.3万 | 5.6万股 | -879股-1.56% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 4.61% | 5.11% | $770.6万 | 4.0万股 | $793.5万 | 4.3万股 | -3,783股-8.72% | 减仓 |
| IiShares安硕信托CMF |
| 4.34% | 5.1% | $725.7万 | 12.7万股 | $791.6万 | 14.2万股 | -1.5万股-10.41% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 4.05% | 2.61% | $677.3万 | 2.0万股 | $405.3万 | 1.3万股 | +7,032股+52.80% | 加仓 |
| V先锋领航指数基金VTV |
| 4.03% | 3.91% | $672.7万 | 3.6万股 | $607.3万 | 3.4万股 | +1,711股+4.98% | 加仓 |
 苹果AAPL |
| 3.93% | 3.41% | $657.1万 | 2.6万股 | $529.6万 | 2.6万股 | -6股-0.02% | 减仓 |
| V先锋领航·FSTEVWO |
| 3.33% | 2.97% | $557.0万 | 10.3万股 | $461.3万 | 9.3万股 | +9,526股+10.21% | 加仓 |
| IiShares安硕信托EFG |
| 2.17% | 4.09% | $363.3万 | 3.2万股 | $635.3万 | 5.7万股 | -2.5万股-43.76% | 减仓 |
| IiShares安硕信托TLH |
| 1.93% | 1.63% | $322.0万 | 3.1万股 | $252.9万 | 2.5万股 | +6,379股+25.63% | 加仓 |
| B贝莱德ETF信托THRO |
| 1.92% | 1.79% | $320.7万 | 8.5万股 | $278.7万 | 7.8万股 | +6,380股+8.15% | 加仓 |
 甲骨文ORCL |
| 1.88% | 1.57% | $313.4万 | 1.1万股 | $243.6万 | 1.1万股 | 00.00% | 持仓不变 |
| B贝莱德ETF信托BAI |
| 1.75% | 0.95% | $291.6万 | 8.5万股 | $146.8万 | 5.1万股 | +3.4万股+67.74% | 加仓 |
| IiShares黄金信托IAU |
| 1.47% | 0.85% | $246.5万 | 3.4万股 | $131.5万 | 2.1万股 | +1.3万股+60.58% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 1.47% | 1.4% | $245.8万 | 5.2万股 | $217.9万 | 4.7万股 | +5,304股+11.28% | 加仓 |
| IiShares安硕信托IEFA |
| 1.3% | 1.41% | $217.0万 | 2.5万股 | $219.3万 | 2.6万股 | -1,416股-5.39% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 1.26% | 1.17% | $209.7万 | 3.9万股 | $181.1万 | 3.4万股 | +5,117股+14.93% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.19% | 1.26% | $199.1万 | 2.9万股 | $196.4万 | 3.1万股 | -1,618股-5.20% | 减仓 |
| V先锋领航·WELLINGTON FDVFMO |
| 1.04% | 1.05% | $174.0万 | 9,080股 | $163.6万 | 9,481股 | -401股-4.23% | 减仓 |
| V先锋领航·TOTALBNDX |
| 1.02% | 0.96% | $170.3万 | 3.4万股 | $148.5万 | 3.0万股 | +4,439股+14.80% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1% | 1.28% | $167.0万 | 1.7万股 | $199.4万 | 2.1万股 | -3,508股-16.85% | 减仓 |
| GGlobal X基金SHLD |
| 0.97% | — | $161.6万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| IiShares安硕信托IXN |
| 0.94% | 0.96% | $156.4万 | 1.5万股 | $149.0万 | 1.6万股 | -984股-6.10% | 减仓 |
| I景顺交易所交易基金IIPWZ |
| 0.93% | 0.26% | $156.0万 | 6.5万股 | $40.4万 | 1.7万股 | +4.8万股+276.71% | 加仓 |
| IiShares安硕信托IXUS |
| 0.85% | 0.83% | $141.3万 | 1.7万股 | $129.2万 | 1.7万股 | +407股+2.44% | 加仓 |
 特斯拉TSLA |
| 0.68% | 0.52% | $113.6万 | 2,555股 | $81.2万 | 2,555股 | 00.00% | 持仓不变 |
| IiShares安硕信托GJS |
| 0.65% | 0.8% | $108.2万 | 4.7万股 | $124.6万 | 5.4万股 | -7,455股-13.74% | 减仓 |
| IiShares安硕信托USMV |
| 0.62% | 0.68% | $102.8万 | 1.1万股 | $106.1万 | 1.1万股 | -497股-4.40% | 减仓 |
| IiShares安硕信托IUSB |
| 0.61% | 0.77% | $102.1万 | 2.2万股 | $119.0万 | 2.6万股 | -3,879股-15.07% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.61% | 0.66% | $102.1万 | 2.0万股 | $101.8万 | 2.1万股 | -371股-1.79% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.57% | 1.86% | $95.6万 | 4,883股 | $289.4万 | 1.7万股 | -1.2万股-70.77% | 减仓 |
| IiShares安硕信托GVI |
| 0.51% | 0.74% | $86.0万 | 8,050股 | $114.2万 | 1.1万股 | -2,688股-25.03% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.45% | 0.45% | $74.9万 | 1,124股 | $69.4万 | 1,124股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.44% | 0.44% | $74.4万 | 2,266股 | $68.9万 | 2,266股 | 00.00% | 持仓不变 |
| IiShares安硕信托EMB |
| 0.44% | 0.42% | $73.9万 | 7,764股 | $65.7万 | 7,090股 | +674股+9.51% | 加仓 |
 洛克希德马丁LMT |
| 0.44% | 0.44% | $73.3万 | 1,468股 | $68.0万 | 1,468股 | 00.00% | 持仓不变 |
| S道富SPTI |
| 0.41% | 0.49% | $68.3万 | 2.4万股 | $76.2万 | 2.6万股 | -2,845股-10.74% | 减仓 |
| IiShares安硕信托ITOT |
| 0.37% | 0.39% | $61.9万 | 4,251股 | $60.1万 | 4,442股 | -191股-4.30% | 减仓 |
| IiShares安硕信托GVI |
| 0.3% | 0.39% | $50.5万 | 4,743股 | $60.4万 | 5,785股 | -1,042股-18.01% | 减仓 |
| IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU |
| 0.3% | — | $49.8万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| IiShares安硕信托VLUE |
| 0.29% | 0.32% | $49.2万 | 3,937股 | $50.5万 | 4,458股 | -521股-11.69% | 减仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 0.29% | 0.24% | $48.6万 | 1.2万股 | $37.5万 | 9,882股 | +2,394股+24.23% | 加仓 |
| IiShares安硕IEMG |
| 0.28% | 0.28% | $46.2万 | 7,010股 | $42.8万 | 7,129股 | -119股-1.67% | 减仓 |
 微软MSFT |
| 0.27% | 0.26% | $44.5万 | 859股 | $40.9万 | 821股 | +38股+4.63% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.21% | 0.2% | $34.6万 | 739股 | $31.4万 | 739股 | 00.00% | 持仓不变 |
