| IiShares安硕信托ITOT |
| 17.6% | 18.62% | $3,059.3万 | 18.6万股 | $2,732.4万 | 19.2万股 | -5,608股-2.92% | 减仓 |
| IiShares安硕信托IXUS |
| 12.12% | 13.38% | $2,107.3万 | 22.1万股 | $1,963.5万 | 22.7万股 | -5,832股-2.57% | 减仓 |
| G通用动力VTI |
| 11.91% | 11.72% | $2,069.9万 | 5.6万股 | $1,719.9万 | 5.4万股 | +2,326股+4.34% | 加仓 |
| SSPDR行业精选信托XLK |
| 7.71% | 6.46% | $1,340.8万 | 7.0万股 | $947.3万 | 7.1万股 | -903股-1.27% | 减仓 |
| V先锋领航STAR基金VXUS |
| 6.84% | 7.02% | $1,188.5万 | 13.9万股 | $1,030.7万 | 13.4万股 | +5,351股+4.00% | 加仓 |
| V先锋领航指数基金VXF |
| 3.65% | 3.63% | $634.6万 | 2.6万股 | $532.5万 | 2.6万股 | -97股-0.37% | 减仓 |
| V先锋领航全球基金VGT |
| 3.39% | 2.93% | $589.0万 | 4.9万股 | $429.8万 | 6,160股 | +4.3万股+700.00% | 加仓 |
| S道富XLI |
| 1.97% | 2.06% | $343.1万 | 1.9万股 | $302.2万 | 1.9万股 | -162股-0.87% | 减仓 |
| SSPDR行业精选信托XLF |
| 1.93% | 2.11% | $335.0万 | 6.2万股 | $309.2万 | 6.3万股 | -135股-0.22% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.84% | 2.04% | $320.1万 | 2.7万股 | $299.1万 | 2.7万股 | -151股-0.55% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.76% | 2.02% | $306.6万 | 1.9万股 | $296.2万 | 2.0万股 | -878股-4.35% | 减仓 |
| V先锋领航指数基金VOO |
| 1.45% | 1.41% | $251.8万 | 3,666股 | $206.2万 | 3,451股 | +215股+6.23% | 加仓 |
| V先锋领航全球基金VFH |
| 1.41% | 1.53% | $245.1万 | 1.9万股 | $225.0万 | 1.9万股 | 00.00% | 持仓不变 |
| V先锋领航·HEALTHVHT |
| 1.25% | 1.34% | $216.7万 | 7,246股 | $197.3万 | 7,246股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VOX |
| 1.22% | 1.42% | $212.6万 | 1.2万股 | $207.8万 | 1.2万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLY |
| 1.08% | 1.3% | $188.3万 | 1.8万股 | $190.6万 | 1.7万股 | +385股+2.24% | 加仓 |
 Truist金融TFC |
| 1.08% | — | $187.1万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| V先锋领航全球基金VCR |
| 0.98% | 1.05% | $170.9万 | 4,308股 | $154.7万 | 4,308股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VIS |
| 0.95% | 0.97% | $164.9万 | 4,576股 | $142.9万 | 4,576股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金VUSB |
| 0.93% | 1.13% | $162.0万 | 3.3万股 | $165.9万 | 3.3万股 | -778股-2.33% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.92% | 0.98% | $160.0万 | 2,143股 | $144.4万 | 2,221股 | -78股-3.51% | 减仓 |
| V先锋领航指数基金VV |
| 0.87% | 0.9% | $151.6万 | 4,407股 | $131.7万 | 4,407股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 0.86% | 0.92% | $148.9万 | 1.8万股 | $134.3万 | 1.8万股 | -110股-0.62% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.84% | 0.82% | $146.7万 | 2.1万股 | $119.9万 | 1.9万股 | +1,882股+10.06% | 加仓 |
| SSPDR行业精选信托XLP |
| 0.77% | 0.94% | $133.6万 | 1.6万股 | $137.2万 | 1.7万股 | -659股-3.94% | 减仓 |
 苹果AAPL |
| 0.74% | 0.44% | $129.5万 | 4,474股 | $65.1万 | 2,567股 | +1,907股+74.29% | 加仓 |
 特斯拉TSLA |
| 0.64% | 0.67% | $111.4万 | 2,649股 | $98.5万 | 2,649股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VDC |
| 0.63% | 0.74% | $109.3万 | 4,848股 | $108.9万 | 4,848股 | 00.00% | 持仓不变 |
 VisaV |
| 0.56% | 0.17% | $96.6万 | 2,817股 | $24.7万 | 817股 | +2,000股+244.80% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.51% | 0.55% | $89.2万 | 1,268股 | $80.2万 | 1,301股 | -33股-2.54% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.48% | 0.68% | $83.3万 | 1.6万股 | $99.9万 | 1.6万股 | -617股-3.78% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.45% | 0.53% | $77.5万 | 1.7万股 | $78.3万 | 1.7万股 | +48股+0.28% | 加仓 |
| V先锋领航全球基金VDE |
| 0.45% | 0.61% | $77.4万 | 5,156股 | $89.2万 | 5,156股 | 00.00% | 持仓不变 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.44% | 0.53% | $76.5万 | 1.5万股 | $77.2万 | 1.5万股 | -407股-2.63% | 减仓 |
 摩根大通JPM |
| 0.43% | 0.26% | $75.3万 | 2,301股 | $37.8万 | 1,286股 | +1,015股+78.93% | 加仓 |
 Meta平台META |
| 0.42% | — | $72.7万 | 1,290股 | $0 | 0股 | +1,290股 | 新买入 |
| IIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNDJP |
| 0.41% | 0.57% | $70.9万 | 1.6万股 | $83.3万 | 1.7万股 | -1,086股-6.28% | 减仓 |
 微软MSFT |
| 0.41% | 0.48% | $70.8万 | 1,897股 | $69.9万 | 1,889股 | +8股+0.42% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.38% | 0.39% | $65.9万 | 5,310股 | $56.6万 | 1,328股 | +3,982股+299.85% | 加仓 |
| IiShares安硕信托IXN |
| 0.37% | 0.31% | $64.0万 | 4,429股 | $45.9万 | 4,591股 | -162股-3.53% | 减仓 |
 谷歌AGOOGL |
| 0.33% | 0.31% | $56.6万 | 1,584股 | $45.5万 | 1,584股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLRE |
| 0.32% | 0.36% | $56.1万 | 1.3万股 | $53.5万 | 1.3万股 | -374股-2.85% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.31% | 0.37% | $53.1万 | 1.2万股 | $53.6万 | 1.2万股 | -65股-0.55% | 减仓 |
| V先锋领航·MIDVO |
| 0.29% | 0.31% | $50.6万 | 6,284股 | $45.1万 | 1,571股 | +4,713股+300.00% | 加仓 |
| IiShares安硕信托IEFA |
| 0.29% | 0.33% | $50.5万 | 5,226股 | $48.0万 | 5,297股 | -71股-1.34% | 减仓 |
 台积电TSM |
| 0.29% | 0.24% | $50.4万 | 1,055股 | $35.7万 | 1,055股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.27% | 0.29% | $46.9万 | 4,860股 | $43.1万 | 4,860股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.24% | — | $42.5万 | 399股 | $0 | 0股 | +399股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.24% | 0.27% | $41.6万 | 831股 | $39.4万 | 823股 | +8股+0.97% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.24% | 0.25% | $41.3万 | 2,634股 | $36.4万 | 2,634股 | 00.00% | 持仓不变 |
