| V先锋领航斯科茨代尔基金VCIT |
| 14.82% | 15.08% | $5,672.0万 | 68.6万股 | $5,331.5万 | 64.4万股 | +4.2万股+6.52% | 加仓 |
| V先锋领航指数基金VUG |
| 10.6% | 9.44% | $4,057.7万 | 47.1万股 | $3,339.0万 | 7.6万股 | +39.5万股+516.23% | 加仓 |
| V先锋领航指数基金VTV |
| 5.1% | 4.77% | $1,950.0万 | 8.9万股 | $1,686.4万 | 8.6万股 | +3,528股+4.10% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 3.77% | 3.78% | $1,443.3万 | 28.3万股 | $1,338.2万 | 26.3万股 | +2.0万股+7.64% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 3.74% | 3.81% | $1,432.1万 | 24.3万股 | $1,349.0万 | 22.7万股 | +1.6万股+7.18% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.39% | 3.24% | $1,298.7万 | 5.5万股 | $1,145.8万 | 5.3万股 | +1,607股+3.02% | 加仓 |
| S道富SPHY |
| 2.9% | 2.95% | $1,108.9万 | 47.3万股 | $1,041.5万 | 44.7万股 | +2.6万股+5.92% | 加仓 |
| V先锋领航全球基金VGT |
| 2.52% | 1.97% | $964.2万 | 8.1万股 | $695.6万 | 9,970股 | +7.1万股+709.16% | 加仓 |
 博通AVGO |
| 2.33% | 2.13% | $892.6万 | 2.4万股 | $753.9万 | 2.4万股 | -730股-3.00% | 减仓 |
| SSPDR道富指数基金SPDW |
| 2.26% | 2.12% | $863.5万 | 17.1万股 | $749.1万 | 16.4万股 | +7,260股+4.42% | 加仓 |
| V先锋领航全球基金VDC |
| 1.78% | 1.79% | $683.0万 | 3.0万股 | $634.3万 | 2.8万股 | +2,045股+7.24% | 加仓 |
 摩根士丹利MS |
| 1.78% | 1.55% | $682.3万 | 3.3万股 | $549.9万 | 3.3万股 | -774股-2.32% | 减仓 |
| V先锋领航全球基金VIS |
| 1.72% | 1.57% | $659.9万 | 1.8万股 | $554.2万 | 1.8万股 | +562股+3.17% | 加仓 |
 苹果AAPL |
| 1.64% | 1.58% | $628.8万 | 2.2万股 | $558.3万 | 2.2万股 | -269股-1.22% | 减仓 |
 派克汉尼汾PH |
| 1.63% | 1.63% | $622.9万 | 6,368股 | $577.5万 | 6,451股 | -83股-1.29% | 减仓 |
 谷歌AGOOGL |
| 1.61% | 1.41% | $617.4万 | 1.7万股 | $500.0万 | 1.7万股 | -112股-0.64% | 减仓 |
 摩根大通JPM |
| 1.56% | 1.53% | $596.8万 | 1.8万股 | $542.5万 | 1.8万股 | -210股-1.14% | 减仓 |
 沃尔玛WMT |
| 1.5% | 1.81% | $573.6万 | 5.1万股 | $639.4万 | 5.1万股 | -808股-1.57% | 减仓 |
| V先锋领航指数基金VB |
| 1.37% | 1.23% | $523.0万 | 1.7万股 | $435.4万 | 1.7万股 | +630股+3.79% | 加仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 1.33% | 1.33% | $508.0万 | 6.8万股 | $469.1万 | 6.3万股 | +4,720股+7.52% | 加仓 |
| N新纪元能源NEE |
| 1.3% | 1.51% | $498.0万 | 5.7万股 | $533.0万 | 5.7万股 | -640股-1.12% | 减仓 |
| V先锋领航·MIDVO |
| 1.28% | 1.18% | $489.6万 | 6.1万股 | $418.6万 | 1.5万股 | +4.6万股+316.88% | 加仓 |
 强生JNJ |
| 1.27% | 1.32% | $486.5万 | 1.9万股 | $468.5万 | 1.9万股 | -13股-0.07% | 减仓 |
| I景顺交易所交易基金IIBKLN |
| 1.27% | 1.28% | $486.3万 | 23.9万股 | $451.3万 | 22.1万股 | +1.8万股+7.96% | 加仓 |
 CHUBB LIMITEDCB |
| 1.21% | 1.26% | $464.5万 | 1.4万股 | $446.2万 | 1.4万股 | -59股-0.43% | 减仓 |
 REPUBLIC SVCSRSG |
| 1.21% | 1.35% | $463.2万 | 2.2万股 | $476.6万 | 2.2万股 | -24股-0.11% | 减仓 |
| IiShares安硕信托SGOV |
| 1.16% | 2.95% | $444.4万 | 4.4万股 | $1,041.6万 | 10.3万股 | -5.9万股-57.34% | 减仓 |
 SEMPRA COMSRE |
| 1.16% | 1.33% | $444.4万 | 4.8万股 | $470.9万 | 4.8万股 | -529股-1.09% | 减仓 |
| IiShares安硕信托PFF |
| 1.15% | 1.28% | $438.3万 | 14.4万股 | $453.2万 | 14.9万股 | -5,727股-3.83% | 减仓 |
 联合太平洋铁路UNP |
| 1.14% | 1.11% | $435.9万 | 1.6万股 | $393.5万 | 1.6万股 | -191股-1.18% | 减仓 |
 微软MSFT |
| 1.12% | 1.21% | $428.3万 | 1.1万股 | $426.4万 | 1.2万股 | -39股-0.34% | 减仓 |
 恩智浦NXPI |
| 1.1% | 0.85% | $422.1万 | 1.5万股 | $301.0万 | 1.5万股 | -272股-1.78% | 减仓 |
 VisaV |
| 1.06% | 1% | $404.0万 | 1.2万股 | $355.3万 | 1.2万股 | +20股+0.17% | 加仓 |
 哈特福德·INSURANCEHIG |
| 0.95% | 1.05% | $364.2万 | 2.7万股 | $372.6万 | 2.8万股 | -71股-0.26% | 减仓 |
 洛克希德马丁LMT |
| 0.94% | 1.21% | $360.4万 | 7,075股 | $429.5万 | 7,107股 | -32股-0.45% | 减仓 |
 SYSCO COMSYY |
| 0.93% | 0.85% | $355.0万 | 4.2万股 | $301.6万 | 4.2万股 | +196股+0.46% | 加仓 |
 宝洁PG |
| 0.91% | 0.97% | $346.8万 | 2.4万股 | $343.3万 | 2.4万股 | -114股-0.48% | 减仓 |
 史赛克SYK |
| 0.86% | 0.98% | $330.7万 | 1.1万股 | $346.4万 | 1.1万股 | -37股-0.35% | 减仓 |
 LOWES COS COMLOW |
| 0.85% | 0.99% | $326.9万 | 1.5万股 | $350.4万 | 1.5万股 | -4股-0.03% | 减仓 |
 嘉信理财SCHW |
| 0.82% | 0.9% | $312.9万 | 3.4万股 | $319.9万 | 3.4万股 | -135股-0.40% | 减仓 |
| S道富SPYM |
| 0.78% | 0.69% | $299.9万 | 3.4万股 | $242.4万 | 3.2万股 | +2,452股+7.74% | 加仓 |
 埃克森美孚XOM |
| 0.78% | 1.05% | $298.8万 | 2.2万股 | $371.6万 | 2.2万股 | -51股-0.23% | 减仓 |
 美国包装PKG |
| 0.78% | 0.75% | $298.5万 | 1.3万股 | $266.7万 | 1.3万股 | -37股-0.29% | 减仓 |
 雪佛龙CVX |
| 0.78% | 1.06% | $298.2万 | 1.8万股 | $375.5万 | 1.8万股 | -160股-0.88% | 减仓 |
 美敦力MDT |
| 0.74% | 0.89% | $282.9万 | 3.6万股 | $315.1万 | 3.6万股 | -200股-0.55% | 减仓 |
 PAYCHEX COMPAYX |
| 0.71% | 0.71% | $270.1万 | 2.7万股 | $252.5万 | 2.7万股 | +60股+0.22% | 加仓 |
 百事可乐PEP |
| 0.66% | 0.82% | $252.3万 | 1.9万股 | $290.0万 | 1.9万股 | -35股-0.19% | 减仓 |
 默沙东MRK |
| 0.6% | 0.6% | $228.6万 | 1.8万股 | $212.5万 | 1.8万股 | +128股+0.72% | 加仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 0.58% | 0.54% | $222.4万 | 5.5万股 | $191.2万 | 5.3万股 | +1,477股+2.78% | 加仓 |
| IiShares安硕信托IDV |
| 0.55% | 0.6% | $211.9万 | 5.1万股 | $212.3万 | 5.0万股 | +1,273股+2.55% | 加仓 |
